v1.9.1-rc.9

Fix optional fields blocking the signature process in embeds

README.md

@@ -1,4 +1,4 @@
-> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="documen.so/sign-everywhere">The Platform Plan</a>!
+> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="https://documen.so/sign-everywhere">The Platform Plan</a>!
 
 <a href="https://www.producthunt.com/posts/documenso-platform-plan?embed=true&utm_source=badge-featured&utm_medium=badge&utm_souce=badge-documenso&#0045;platform&#0045;plan" target="_blank"><img src="https://api.producthunt.com/widgets/embed-image/v1/featured.svg?post_id=670576&theme=light" alt="Documenso&#0032;Platform&#0032;Plan - Whitelabeled&#0032;signing&#0032;flows&#0032;in&#0032;your&#0032;product | Product Hunt" style="width: 250px; height: 54px;" width="250" height="54" /></a>
 

apps/documentation/pages/developers/_meta.json

@@ -14,4 +14,4 @@
   "public-api": "Public API",
   "embedding": "Embedding",
   "webhooks": "Webhooks"
-}
+}

apps/documentation/pages/developers/embedding/_meta.json

@@ -6,5 +6,6 @@
   "solid": "Solid Integration",
   "preact": "Preact Integration",
   "angular": "Angular Integration",
-  "css-variables": "CSS Variables"
+  "css-variables": "CSS Variables",
+  "web-components": "Web Components"
 }

apps/documentation/pages/developers/embedding/css-variables.mdx

@@ -111,6 +111,83 @@ The colors will be automatically converted to the appropriate format internally.
 
 4. **Consistent Radius**: Use a consistent border radius value that matches your application's design system.
 
+## CSS Class Targets
+
+In addition to CSS variables, specific components in the embedded experience can be targeted using CSS classes for more granular styling:
+
+### Component Classes
+
+| Class Name                        | Description                                                             |
+| --------------------------------- | ----------------------------------------------------------------------- |
+| `.embed--Root`                    | Main container for the embedded signing experience                      |
+| `.embed--DocumentContainer`       | Container for the document and signing widget                           |
+| `.embed--DocumentViewer`          | Container for the document viewer                                       |
+| `.embed--DocumentWidget`          | The signing widget container                                            |
+| `.embed--DocumentWidgetContainer` | Outer container for the signing widget, handles positioning             |
+| `.embed--DocumentWidgetHeader`    | Header section of the signing widget                                    |
+| `.embed--DocumentWidgetContent`   | Main content area of the signing widget                                 |
+| `.embed--DocumentWidgetForm`      | Form section within the signing widget                                  |
+| `.embed--DocumentWidgetFooter`    | Footer section of the signing widget                                    |
+| `.embed--WaitingForTurn`          | Container for the waiting screen when it's not the user's turn to sign  |
+| `.embed--DocumentCompleted`       | Container for the completion screen after signing                       |
+| `.field--FieldRootContainer`      | Base container for document fields (signatures, text, checkboxes, etc.) |
+
+Field components also expose several data attributes that can be used for styling different states:
+
+| Data Attribute      | Values                                         | Description                          |
+| ------------------- | ---------------------------------------------- | ------------------------------------ |
+| `[data-field-type]` | `SIGNATURE`, `TEXT`, `CHECKBOX`, `RADIO`, etc. | The type of field                    |
+| `[data-inserted]`   | `true`, `false`                                | Whether the field has been filled    |
+| `[data-validate]`   | `true`, `false`                                | Whether the field is being validated |
+
+### Field Styling Example
+
+```css
+/* Style all field containers */
+.field--FieldRootContainer {
+  transition: all 200ms ease;
+}
+
+/* Style specific field types */
+.field--FieldRootContainer[data-field-type='SIGNATURE'] {
+  background-color: rgba(0, 0, 0, 0.02);
+}
+
+/* Style inserted fields */
+.field--FieldRootContainer[data-inserted='true'] {
+  background-color: var(--primary);
+  opacity: 0.2;
+}
+
+/* Style fields being validated */
+.field--FieldRootContainer[data-validate='true'] {
+  border-color: orange;
+}
+```
+
+### Example Usage
+
+```css
+/* Custom styles for the document widget */
+.embed--DocumentWidget {
+  background-color: #ffffff;
+  box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1);
+}
+
+/* Custom styles for the waiting screen */
+.embed--WaitingForTurn {
+  background-color: #f9fafb;
+  padding: 2rem;
+}
+
+/* Responsive adjustments for the document container */
+@media (min-width: 768px) {
+  .embed--DocumentContainer {
+    gap: 2rem;
+  }
+}
+```
+
 ## Related
 
 - [React Integration](/developers/embedding/react)

apps/documentation/pages/developers/embedding/index.mdx

@@ -52,9 +52,9 @@ Platform customers have access to advanced styling options to customize the embe
 <EmbedDirectTemplate
   token={token}
   cssVars={{
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   }}
 />
 ```
@@ -73,14 +73,15 @@ These customization options are available for both Direct Templates and Signing
 
 We support embedding across a range of popular JavaScript frameworks, including:
 
-| Framework | Package                                                                            |
-| --------- | ---------------------------------------------------------------------------------- |
-| React     | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)     |
-| Preact    | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)   |
-| Vue       | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)         |
-| Svelte    | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)   |
-| Solid     | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)     |
-| Angular   | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular) |
+| Framework        | Package                                                                                      |
+| ---------        | ----------------------------------------------------------------------------------           |
+| React            | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)               |
+| Preact           | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)             |
+| Vue              | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)                   |
+| Svelte           | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)             |
+| Solid            | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)               |
+| Angular          | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular)           |
+| Web Components   | [@documenso/embed-webcomponent](https://www.npmjs.com/package/@documenso/embed-webcomponent) |
 
 Additionally, we provide **web components** for more generalized use. However, please note that web components are still in their early stages and haven't been extensively tested.
 
@@ -166,6 +167,7 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 - [Svelte](/developers/embedding/svelte)
 - [Solid](/developers/embedding/solid)
 - [Angular](/developers/embedding/angular)
+- [Web Components](/developers/embedding/web-components)
 
 If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
 
@@ -177,4 +179,5 @@ If you're using **web components**, the integration process is slightly differen
 - [Solid Integration](/developers/embedding/solid)
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
+- [Web Components](/developers/embedding/web-components)
 - [CSS Variables](/developers/embedding/css-variables)

apps/documentation/pages/developers/embedding/preact.mdx

@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 
   return (

apps/documentation/pages/developers/embedding/react.mdx

@@ -99,9 +99,9 @@ const MyEmbeddingComponent = () => {
       `}
       // CSS Variables
       cssVars={{
-        colorPrimary: '#0000FF',
-        colorBackground: '#F5F5F5',
-        borderRadius: '8px',
+        primary: '#0000FF',
+        background: '#F5F5F5',
+        radius: '8px',
       }}
       // Dark Mode Control
       darkModeDisabled={true}

apps/documentation/pages/developers/embedding/solid.mdx

@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 
   return (

apps/documentation/pages/developers/embedding/svelte.mdx

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 </script>
 

apps/documentation/pages/developers/embedding/vue.mdx

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
   }
 `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 </script>
 

apps/documentation/pages/developers/embedding/web-components.mdx

@@ -0,0 +1,89 @@
+---
+title: Web Components Integration
+description: Learn how to use our embedding SDK via Web Components on a framework-less web application.
+---
+
+# Web Components Integration
+
+Our Web Components SDK provides a simple way to embed a signing experience within your framework-less web application. It supports both direct link templates and signing tokens.
+
+## Installation
+
+To install the SDK, run the following command:
+
+```bash
+npm install @documenso/embed-webcomponent
+```
+
+Then in your html file, add the following to add the script, replacing the path with the proper path to the web component script.
+
+```html
+<script src="YOUR_PATH_HERE"></script>
+```
+
+## Usage
+
+To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
+
+### Direct Link Template
+
+If you have a direct link template, you can simply provide the token for the template to the `documenso-embed-direct-template` tag.
+
+```html
+<documenso-embed-direct-template
+  token="YOUR_TOKEN_HERE"
+</documenso-embed-direct-template>
+```
+
+#### Attributes
+
+| Attribute                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| email               | string (optional)   | The email the signer that will be used by default for signing                              |
+| lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+| onFieldSigned       | function (optional) | A callback function that will be called when a field is signed                             |
+| onFieldUnsigned     | function (optional) | A callback function that will be called when a field is unsigned                           |
+
+### Signing Token
+
+If you have a signing token, you can provide it to the `documenso-embed-sign-document` tag.
+
+```html
+<documenso-embed-sign-document
+  token="YOUR_TOKEN_HERE"
+</documenso-embed-sign-document>
+```
+
+#### Attributes
+
+| Attribute                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Creating via JavaScript
+
+You can also create the tag element using javascript, for dynamic generation of either modes. For example, this would add the sign document embed to the DOM.
+
+```javascript
+document.getElementById('my-wrapper-here').innerHTML = '';
+
+const tag = document.createElement('documenso-embed-sign-document');
+tag.setAttribute('token', data.token);
+tag.style.width = '100%';
+tag.style.height = '100%';
+
+document.getElementById('my-wrapper-here').appendChild(tag);
+```

apps/documentation/pages/developers/public-api/index.mdx

@@ -21,14 +21,25 @@ Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) f
 
 ## API V2 - Beta
 
-Our new API V2 is currently in Beta. The new API features typed SDKs for TypeScript, Python and Go and example code for many more.
+<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
 
-<Callout type="warning">
-  NOW IN BETA: [API V2 Documentation](https://documen.so/api-v2-docs)
+Check out the [API V2 documentation](https://documen.so/api-v2-docs) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+Our new API V2 supports the following typed SDKs:
+
+- [TypeScript](https://github.com/documenso/sdk-typescript)
+- [Python](https://github.com/documenso/sdk-python)
+- [Go](https://github.com/documenso/sdk-go)
+
+<Callout type="info">
+  For the staging API, please use the following base URL:
+  `https://stg-app.documenso.dev/api/v2-beta/`
 </Callout>
 
 🚀 [V2 Announcement](https://documen.so/sdk-blog)
 
+📖 [Documentation](https://documen.so/api-v2-docs)
+
 💬 [Leave Feedback](https://documen.so/sdk-feedback)
 
 🔔 [Breaking Changes](https://documen.so/sdk-breaking)

apps/documentation/pages/developers/public-api/reference.mdx

@@ -532,3 +532,93 @@ Replace the `text` value with the corresponding field type:
 - For the `SELECT` field it should be `select`. (check this before merge)
 
 You must pass this property at all times, even if you don't need to set any other properties. If you don't, the endpoint will throw an error.
+
+## Pre-fill Fields On Document Creation
+
+The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
+
+To pre-fill a field, you need to make a `POST` request to the `/api/v1/templates/{templateId}/generate-document` endpoint with the field information. Here's an example:
+
+```json
+{
+  "title": "my-document.pdf",
+  "recipients": [
+    {
+      "id": 3,
+      "name": "Example User",
+      "email": "example@documenso.com",
+      "signingOrder": 1,
+      "role": "SIGNER"
+    }
+  ],
+  "prefillFields": [
+    {
+      "id": 21,
+      "type": "text",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "my-value"
+    },
+    {
+      "id": 22,
+      "type": "number",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "123"
+    },
+    {
+      "id": 23,
+      "type": "checkbox",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": ["option-1", "option-2"]
+    }
+  ]
+}
+```
+
+Check out the endpoint in the [API V1 documentation](https://app.documenso.com/api/v1/openapi#:~:text=/%7BtemplateId%7D/-,generate,-%2Ddocument).
+
+### API V2
+
+For API V2, you need to make a `POST` request to the `/api/v2-beta/template/use` endpoint with the field(s) information. Here's an example:
+
+```json
+{
+  "templateId": 111,
+  "recipients": [
+    {
+      "id": 3,
+      "name": "Example User",
+      "email": "example@documenso.com",
+      "signingOrder": 1,
+      "role": "SIGNER"
+    }
+  ],
+  "prefillFields": [
+    {
+      "id": 21,
+      "type": "text",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "my-value"
+    },
+    {
+      "id": 22,
+      "type": "number",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "123"
+    },
+    {
+      "id": 23,
+      "type": "checkbox",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": ["option-1", "option-2"]
+    }
+  ]
+}
+```
+
+Check out the endpoint in the [API V2 documentation](https://openapi.documenso.com/reference#tag/template/POST/template/use).

apps/documentation/pages/users/signing-documents/index.mdx

@@ -85,12 +85,13 @@ You can also set the recipient's role, which determines their actions and permis
 
 Documenso has 4 roles for recipients with different permissions and actions.
 
-|   Role   |                                    Function                                     | Action required | Signature |
-| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
-|  Signer  |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
-| Approver |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
-|  Viewer  |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
-|   BCC    | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
+|   Role    |                                    Function                                     | Action required | Signature |
+| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
+|  Signer   |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
+| Approver  |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
+|  Viewer   |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
+| Assistant | Can help prepare the document by filling in fields on behalf of other signers.  |       Yes       |    No     |
+|    CC     | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
 
 ### Fields
 

apps/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.9.0",
+  "version": "1.9.1-rc.9",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {

apps/web/src/app/(recipient)/d/[token]/sign-direct-template.tsx

@@ -90,7 +90,7 @@ export const SignDirectTemplateForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value,
+          customText: value.value ?? '',
           inserted: true,
           signedValue: value,
         };
@@ -101,8 +101,8 @@ export const SignDirectTemplateForm = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
-            typedSignature: value.value.startsWith('data:') ? null : value.value,
+            signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
+            typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
           } satisfies Signature;
         }
 
@@ -189,6 +189,7 @@ export const SignDirectTemplateForm = ({
                   field={field}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
+                  typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
                 />
               ))
               .with(FieldType.INITIALS, () => (
@@ -342,6 +343,7 @@ export const SignDirectTemplateForm = ({
                     onChange={(value) => {
                       setSignature(value);
                     }}
+                    allowTypedSignature={template.templateMeta?.typedSignatureEnabled}
                   />
                 </CardContent>
               </Card>

apps/web/src/app/(signing)/sign/[token]/checkbox-field.tsx

@@ -44,7 +44,12 @@ export const CheckboxField = ({ field, onSignField, onUnsignField }: CheckboxFie
   const [isPending, startTransition] = useTransition();
   const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
-  const parsedFieldMeta = ZCheckboxFieldMeta.parse(field.fieldMeta);
+  const parsedFieldMeta = ZCheckboxFieldMeta.parse(
+    field.fieldMeta ?? {
+      type: 'checkbox',
+      values: [{ id: 1, checked: false, value: '' }],
+    },
+  );
 
   const values = parsedFieldMeta.values?.map((item) => ({
     ...item,

apps/web/src/app/(signing)/sign/[token]/form.tsx

@@ -311,7 +311,11 @@ export const SigningForm = ({
             <>
               <form onSubmit={handleSubmit(onFormSubmit)}>
                 <p className="text-muted-foreground mt-2 text-sm">
-                  <Trans>Please review the document before signing.</Trans>
+                  {recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
+                    <Trans>Please review the document before approving.</Trans>
+                  ) : (
+                    <Trans>Please review the document before signing.</Trans>
+                  )}
                 </p>
 
                 <hr className="border-border mb-8 mt-4" />
@@ -335,38 +339,40 @@ export const SigningForm = ({
                       />
                     </div>
 
-                    <div>
-                      <Label htmlFor="Signature">
-                        <Trans>Signature</Trans>
-                      </Label>
+                    {hasSignatureField && (
+                      <div>
+                        <Label htmlFor="Signature">
+                          <Trans>Signature</Trans>
+                        </Label>
 
-                      <Card className="mt-2" gradient degrees={-120}>
-                        <CardContent className="p-0">
-                          <SignaturePad
-                            className="h-44 w-full"
-                            disabled={isSubmitting}
-                            defaultValue={signature ?? undefined}
-                            onValidityChange={(isValid) => {
-                              setSignatureValid(isValid);
-                            }}
-                            onChange={(value) => {
-                              if (signatureValid) {
-                                setSignature(value);
-                              }
-                            }}
-                            allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
-                          />
-                        </CardContent>
-                      </Card>
+                        <Card className="mt-2" gradient degrees={-120}>
+                          <CardContent className="p-0">
+                            <SignaturePad
+                              className="h-44 w-full"
+                              disabled={isSubmitting}
+                              defaultValue={signature ?? undefined}
+                              onValidityChange={(isValid) => {
+                                setSignatureValid(isValid);
+                              }}
+                              onChange={(value) => {
+                                if (signatureValid) {
+                                  setSignature(value);
+                                }
+                              }}
+                              allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
+                            />
+                          </CardContent>
+                        </Card>
 
-                      {hasSignatureField && !signatureValid && (
-                        <div className="text-destructive mt-2 text-sm">
-                          <Trans>
-                            Signature is too small. Please provide a more complete signature.
-                          </Trans>
-                        </div>
-                      )}
-                    </div>
+                        {!signatureValid && (
+                          <div className="text-destructive mt-2 text-sm">
+                            <Trans>
+                              Signature is too small. Please provide a more complete signature.
+                            </Trans>
+                          </div>
+                        )}
+                      </div>
+                    )}
                   </div>
 
                   <div className="flex flex-col gap-4 md:flex-row">

apps/web/src/app/(signing)/sign/[token]/number-field.tsx

@@ -179,14 +179,8 @@ export const NumberField = ({ field, onSignField, onUnsignField }: NumberFieldPr
 
   const onRemove = async () => {
     try {
-      if (isAssistantMode && !targetSigner) {
-        return;
-      }
-
-      const signingRecipient = isAssistantMode && targetSigner ? targetSigner : recipient;
-
       const payload: TRemovedSignedFieldWithTokenMutationSchema = {
-        token: signingRecipient.token,
+        token: recipient.token,
         fieldId: field.id,
       };
 

apps/web/src/app/(signing)/sign/[token]/radio-field.tsx

@@ -68,26 +68,16 @@ export const RadioField = ({ field, onSignField, onUnsignField }: RadioFieldProp
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
-      if (isAssistantMode && !targetSigner) {
-        return;
-      }
-
       if (!selectedOption) {
         return;
       }
 
-      const signingRecipient = isAssistantMode && targetSigner ? targetSigner : recipient;
-
       const payload: TSignFieldWithTokenMutationSchema = {
-        token: signingRecipient.token,
+        token: recipient.token,
         fieldId: field.id,
         value: selectedOption,
         isBase64: true,
         authOptions,
-        ...(isAssistantMode && {
-          isAssistantPrefill: true,
-          assistantId: recipient.id,
-        }),
       };
 
       if (onSignField) {

apps/web/src/app/(signing)/sign/[token]/reject-document-dialog.tsx

@@ -43,9 +43,10 @@ type TRejectDocumentFormSchema = z.infer<typeof ZRejectDocumentFormSchema>;
 export interface RejectDocumentDialogProps {
   document: Pick<Document, 'id'>;
   token: string;
+  onRejected?: (reason: string) => void | Promise<void>;
 }
 
-export function RejectDocumentDialog({ document, token }: RejectDocumentDialogProps) {
+export function RejectDocumentDialog({ document, token, onRejected }: RejectDocumentDialogProps) {
   const { toast } = useToast();
   const router = useRouter();
   const searchParams = useSearchParams();
@@ -79,7 +80,11 @@ export function RejectDocumentDialog({ document, token }: RejectDocumentDialogPr
 
       setIsOpen(false);
 
-      router.push(`/sign/${token}/rejected`);
+      if (onRejected) {
+        await onRejected(reason);
+      } else {
+        router.push(`/sign/${token}/rejected`);
+      }
     } catch (err) {
       toast({
         title: 'Error',

apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx

@@ -1,6 +1,7 @@
 import { useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/macro';
+import { match } from 'ts-pattern';
 
 import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import type { Field } from '@documenso/prisma/client';
@@ -58,62 +59,88 @@ export const SignDialog = ({
           loading={isSubmitting}
           disabled={disabled}
         >
-          {isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
+          {match({ isComplete, role })
+            .with({ isComplete: false }, () => <Trans>Next field</Trans>)
+            .with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
+            .with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
+              <Trans>Mark as viewed</Trans>
+            ))
+            .with({ isComplete: true }, () => <Trans>Complete</Trans>)
+            .exhaustive()}
         </Button>
       </DialogTrigger>
 
       <DialogContent>
         <DialogTitle>
           <div className="text-foreground text-xl font-semibold">
-            {role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
-            {role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
-            {role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
+            {match(role)
+              .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
+              .with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
+              .with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
+              .with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
+              .with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
+              .exhaustive()}
           </div>
         </DialogTitle>
 
         <div className="text-muted-foreground max-w-[50ch]">
-          {role === RecipientRole.VIEWER && (
-            <span>
-              <Trans>
-                <span className="inline-flex flex-wrap">
-                  You are about to complete viewing "
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
-                    {documentTitle}
+          {match(role)
+            .with(RecipientRole.VIEWER, () => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete viewing "
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
                   </span>
-                  ".
-                </span>
-                <br /> Are you sure?
-              </Trans>
-            </span>
-          )}
-          {role === RecipientRole.SIGNER && (
-            <span>
-              <Trans>
-                <span className="inline-flex flex-wrap">
-                  You are about to complete signing "
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
-                    {documentTitle}
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))
+            .with(RecipientRole.SIGNER, () => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete signing "
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
                   </span>
-                  ".
-                </span>
-                <br /> Are you sure?
-              </Trans>
-            </span>
-          )}
-          {role === RecipientRole.APPROVER && (
-            <span>
-              <Trans>
-                <span className="inline-flex flex-wrap">
-                  You are about to complete approving{' '}
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
-                    "{documentTitle}"
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))
+            .with(RecipientRole.APPROVER, () => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete approving{' '}
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      "{documentTitle}"
+                    </span>
+                    .
                   </span>
-                  .
-                </span>
-                <br /> Are you sure?
-              </Trans>
-            </span>
-          )}
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))
+            .otherwise(() => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete viewing "
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
+                  </span>
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))}
         </div>
 
         <SigningDisclosure className="mt-4" />
@@ -138,9 +165,13 @@ export const SignDialog = ({
               loading={isSubmitting}
               onClick={onSignatureComplete}
             >
-              {role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
-              {role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
-              {role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
+              {match(role)
+                .with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
+                .with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
+                .with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
+                .with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
+                .with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
+                .exhaustive()}
             </Button>
           </div>
         </DialogFooter>

apps/web/src/app/(signing)/sign/[token]/signing-field-container.tsx

@@ -182,6 +182,23 @@ export const SigningFieldContainer = ({
           </button>
         )}
 
+        {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
+          field.fieldMeta?.label && (
+            <div
+              className={cn(
+                'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
+                {
+                  'bg-foreground/5 border-border border': !field.inserted,
+                },
+                {
+                  'bg-documenso-200 border-primary border': field.inserted,
+                },
+              )}
+            >
+              {field.fieldMeta.label}
+            </div>
+          )}
+
         {children}
       </FieldRootContainer>
     </div>

apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx

@@ -179,7 +179,13 @@ export const SigningPageView = ({
             )
             .map((field) =>
               match(field.type)
-                .with(FieldType.SIGNATURE, () => <SignatureField key={field.id} field={field} />)
+                .with(FieldType.SIGNATURE, () => (
+                  <SignatureField
+                    key={field.id}
+                    field={field}
+                    typedSignatureEnabled={documentMeta?.typedSignatureEnabled}
+                  />
+                ))
                 .with(FieldType.INITIALS, () => <InitialsField key={field.id} field={field} />)
                 .with(FieldType.NAME, () => <NameField key={field.id} field={field} />)
                 .with(FieldType.DATE, () => (

apps/web/src/app/embed/completed.tsx

@@ -12,7 +12,7 @@ export type EmbedDocumentCompletedPageProps = {
 export const EmbedDocumentCompleted = ({ name, signature }: EmbedDocumentCompletedPageProps) => {
   console.log({ signature });
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--DocumentCompleted relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       <h3 className="text-foreground text-2xl font-semibold">
         <Trans>Document Completed!</Trans>
       </h3>

apps/web/src/app/embed/direct/[[...url]]/client.tsx

@@ -13,6 +13,10 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import {
+  isFieldUnsignedAndRequired,
+  isRequiredField,
+} from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@documenso/prisma/client';
 import { type DocumentData, type Field, FieldType } from '@documenso/prisma/client';
@@ -49,7 +53,7 @@ export type EmbedDirectTemplateClientPageProps = {
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
@@ -60,7 +64,7 @@ export const EmbedDirectTemplateClientPage = ({
   fields,
   metadata,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhiteLabelling = false,
 }: EmbedDirectTemplateClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -94,7 +98,7 @@ export const EmbedDirectTemplateClientPage = ({
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
 
   const [pendingFields, _completedFields] = [
-    localFields.filter((field) => !field.inserted),
+    localFields.filter((field) => isFieldUnsignedAndRequired(field)),
     localFields.filter((field) => field.inserted),
   ];
 
@@ -112,7 +116,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value,
+          customText: payload.value ?? '',
           inserted: true,
           signedValue: payload,
         });
@@ -123,8 +127,10 @@ export const EmbedDirectTemplateClientPage = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
-            typedSignature: payload.value.startsWith('data:') ? null : payload.value,
+            signatureImageAsBase64:
+              payload.value && payload.value.startsWith('data:') ? payload.value : null,
+            typedSignature:
+              payload.value && !payload.value.startsWith('data:') ? payload.value : null,
           } satisfies Signature;
         }
 
@@ -182,7 +188,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(pendingFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -194,7 +200,7 @@ export const EmbedDirectTemplateClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(localFields);
+      const valid = validateFieldsInserted(pendingFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -207,12 +213,6 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
-      localFields.forEach((field) => {
-        if (!field.signedValue) {
-          throw new Error('Invalid configuration');
-        }
-      });
-
       const {
         documentId,
         token: documentToken,
@@ -223,13 +223,11 @@ export const EmbedDirectTemplateClientPage = ({
         directRecipientName: fullName,
         directRecipientEmail: email,
         templateUpdatedAt: updatedAt,
-        signedFieldValues: localFields.map((field) => {
-          if (!field.signedValue) {
-            throw new Error('Invalid configuration');
-          }
-
-          return field.signedValue;
-        }),
+        signedFieldValues: localFields
+          .filter((field) => {
+            return field.signedValue && (isRequiredField(field) || field.inserted);
+          })
+          .map((field) => field.signedValue!),
       });
 
       if (window.parent) {
@@ -288,7 +286,7 @@ export const EmbedDirectTemplateClientPage = ({
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhiteLabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -349,7 +347,7 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Widget */}
         <div
           key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
           data-expanded={isExpanded || undefined}
         >
           <div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
@@ -360,19 +358,34 @@ export const EmbedDirectTemplateClientPage = ({
                   <Trans>Sign document</Trans>
                 </h3>
 
-                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                  {isExpanded ? (
-                    <LucideChevronDown
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(false)}
-                    />
-                  ) : (
-                    <LucideChevronUp
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(true)}
-                    />
-                  )}
-                </Button>
+                {isExpanded ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(false)}
+                  >
+                    <LucideChevronDown className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : pendingFields.length > 0 ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(true)}
+                  >
+                    <LucideChevronUp className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : (
+                  <Button
+                    variant="default"
+                    size="sm"
+                    className="md:hidden"
+                    disabled={isThrottled || (hasSignatureField && !signatureValid)}
+                    loading={isSubmitting}
+                    onClick={() => throttledOnCompleteClick()}
+                  >
+                    <Trans>Complete</Trans>
+                  </Button>
+                )}
               </div>
             </div>
 
@@ -417,40 +430,42 @@ export const EmbedDirectTemplateClientPage = ({
                   />
                 </div>
 
-                <div>
-                  <Label htmlFor="Signature">
-                    <Trans>Signature</Trans>
-                  </Label>
+                {hasSignatureField && (
+                  <div>
+                    <Label htmlFor="Signature">
+                      <Trans>Signature</Trans>
+                    </Label>
 
-                  <Card className="mt-2" gradient degrees={-120}>
-                    <CardContent className="p-0">
-                      <SignaturePad
-                        className="h-44 w-full"
-                        disabled={isThrottled || isSubmitting}
-                        defaultValue={signature ?? undefined}
-                        onChange={(value) => {
-                          setSignature(value);
-                        }}
-                        onValidityChange={(isValid) => {
-                          setSignatureValid(isValid);
-                        }}
-                        allowTypedSignature={Boolean(
-                          metadata &&
-                            'typedSignatureEnabled' in metadata &&
-                            metadata.typedSignatureEnabled,
-                        )}
-                      />
-                    </CardContent>
-                  </Card>
+                    <Card className="mt-2" gradient degrees={-120}>
+                      <CardContent className="p-0">
+                        <SignaturePad
+                          className="h-44 w-full"
+                          disabled={isThrottled || isSubmitting}
+                          defaultValue={signature ?? undefined}
+                          onChange={(value) => {
+                            setSignature(value);
+                          }}
+                          onValidityChange={(isValid) => {
+                            setSignatureValid(isValid);
+                          }}
+                          allowTypedSignature={Boolean(
+                            metadata &&
+                              'typedSignatureEnabled' in metadata &&
+                              metadata.typedSignatureEnabled,
+                          )}
+                        />
+                      </CardContent>
+                    </Card>
 
-                  {hasSignatureField && !signatureValid && (
-                    <div className="text-destructive mt-2 text-sm">
-                      <Trans>
-                        Signature is too small. Please provide a more complete signature.
-                      </Trans>
-                    </div>
-                  )}
-                </div>
+                    {hasSignatureField && !signatureValid && (
+                      <div className="text-destructive mt-2 text-sm">
+                        <Trans>
+                          Signature is too small. Please provide a more complete signature.
+                        </Trans>
+                      </div>
+                    )}
+                  </div>
+                )}
               </div>
             </div>
 

apps/web/src/app/embed/direct/[[...url]]/page.tsx

@@ -2,6 +2,7 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -55,12 +56,16 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
     documentAuth: template.authOptions,
   });
 
-  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
     isDocumentPlatform(template),
     isUserEnterprise({
       userId: template.userId,
       teamId: template.teamId ?? undefined,
     }),
+    isUserCommunityPlan({
+      userId: template.userId,
+      teamId: template.teamId ?? undefined,
+    }),
   ]);
 
   const isAccessAuthValid = match(derivedRecipientAccessAuth)
@@ -105,8 +110,10 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
             recipient={recipient}
             fields={fields}
             metadata={template.templateMeta}
-            hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-            isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+            hidePoweredBy={
+              isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+            }
+            allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           />
         </RecipientProvider>
       </DocumentAuthProvider>

apps/web/src/app/embed/rejected.tsx

@@ -0,0 +1,40 @@
+import { Trans } from '@lingui/macro';
+import { XCircle } from 'lucide-react';
+
+import type { Signature } from '@documenso/prisma/client';
+
+export type EmbedDocumentRejectedPageProps = {
+  name?: string;
+  signature?: Signature;
+};
+
+export const EmbedDocumentRejected = ({ name }: EmbedDocumentRejectedPageProps) => {
+  return (
+    <div className="embed--DocumentRejected relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+      <div className="flex flex-col items-center">
+        <div className="flex items-center gap-x-4">
+          <XCircle className="text-destructive h-10 w-10" />
+
+          <h2 className="max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+            <Trans>Document Rejected</Trans>
+          </h2>
+        </div>
+
+        <div className="text-destructive mt-4 flex items-center text-center text-sm">
+          <Trans>You have rejected this document</Trans>
+        </div>
+
+        <p className="text-muted-foreground mt-6 max-w-[60ch] text-center text-sm">
+          <Trans>
+            The document owner has been notified of your decision. They may contact you with further
+            instructions if necessary.
+          </Trans>
+        </p>
+
+        <p className="text-muted-foreground mt-2 max-w-[60ch] text-center text-sm">
+          <Trans>No further action is required from you at this time.</Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/embed/sign/[[...url]]/client.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useEffect, useId, useLayoutEffect, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 
 import { Trans, msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
@@ -8,9 +8,16 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
-import { type DocumentData, type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  type DocumentData,
+  type Field,
+  FieldType,
+  RecipientRole,
+  SigningStatus,
+} from '@documenso/prisma/client';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
@@ -26,11 +33,13 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
 import { RecipientProvider } from '~/app/(signing)/sign/[token]/recipient-context';
+import { RejectDocumentDialog } from '~/app/(signing)/sign/[token]/reject-document-dialog';
 import { Logo } from '~/components/branding/logo';
 
 import { EmbedClientLoading } from '../../client-loading';
 import { EmbedDocumentCompleted } from '../../completed';
 import { EmbedDocumentFields } from '../../document-fields';
+import { EmbedDocumentRejected } from '../../rejected';
 import { injectCss } from '../../util';
 import { ZSignDocumentEmbedDataSchema } from './schema';
 
@@ -43,7 +52,7 @@ export type EmbedSignDocumentClientPageProps = {
   metadata?: DocumentMeta | TemplateMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhitelabelling?: boolean;
   allRecipients?: RecipientWithFields[];
 };
 
@@ -56,7 +65,7 @@ export const EmbedSignDocumentClientPage = ({
   metadata,
   isCompleted,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhitelabelling = false,
   allRecipients = [],
 }: EmbedSignDocumentClientPageProps) => {
   const { _ } = useLingui();
@@ -75,6 +84,9 @@ export const EmbedSignDocumentClientPage = ({
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
   const [hasCompletedDocument, setHasCompletedDocument] = useState(isCompleted);
+  const [hasRejectedDocument, setHasRejectedDocument] = useState(
+    recipient.signingStatus === SigningStatus.REJECTED,
+  );
   const [selectedSignerId, setSelectedSignerId] = useState<number | null>(
     allRecipients.length > 0 ? allRecipients[0].id : null,
   );
@@ -83,25 +95,34 @@ export const EmbedSignDocumentClientPage = ({
   const [isNameLocked, setIsNameLocked] = useState(false);
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
 
+  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
+
   const selectedSigner = allRecipients.find((r) => r.id === selectedSignerId);
   const isAssistantMode = recipient.role === RecipientRole.ASSISTANT;
 
   const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
 
   const [pendingFields, _completedFields] = [
-    fields.filter((field) => field.recipientId === recipient.id && !field.inserted),
+    fields.filter(
+      (field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field),
+    ),
     fields.filter((field) => field.inserted),
   ];
 
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
+  const fieldsRequiringValidation = useMemo(
+    () => fields.filter(isFieldUnsignedAndRequired),
+    [fields],
+  );
+
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
   const assistantSignersId = useId();
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(fields);
+    validateFieldsInserted(fieldsRequiringValidation);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -113,7 +134,7 @@ export const EmbedSignDocumentClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(fields);
+      const valid = validateFieldsInserted(fieldsRequiringValidation);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -161,6 +182,25 @@ export const EmbedSignDocumentClientPage = ({
     }
   };
 
+  const onDocumentRejected = (reason: string) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-rejected',
+          data: {
+            token,
+            documentId,
+            recipientId: recipient.id,
+            reason,
+          },
+        },
+        '*',
+      );
+    }
+
+    setHasRejectedDocument(true);
+  };
+
   useLayoutEffect(() => {
     const hash = window.location.hash.slice(1);
 
@@ -174,12 +214,13 @@ export const EmbedSignDocumentClientPage = ({
       // Since a recipient can be provided a name we can lock it without requiring
       // a to be provided by the parent application, unlike direct templates.
       setIsNameLocked(!!data.lockName);
+      setAllowDocumentRejection(!!data.allowDocumentRejection);
 
       if (data.darkModeDisabled) {
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhitelabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -208,6 +249,10 @@ export const EmbedSignDocumentClientPage = ({
     }
   }, [hasFinishedInit, hasDocumentLoaded]);
 
+  if (hasRejectedDocument) {
+    return <EmbedDocumentRejected name={fullName} />;
+  }
+
   if (hasCompletedDocument) {
     return (
       <EmbedDocumentCompleted
@@ -226,12 +271,22 @@ export const EmbedSignDocumentClientPage = ({
 
   return (
     <RecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
-      <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+      <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
+        {allowDocumentRejection && (
+          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+            <RejectDocumentDialog
+              document={{ id: documentId }}
+              token={token}
+              onRejected={onDocumentRejected}
+            />
+          </div>
+        )}
+
+        <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}
-          <div className="flex-1">
+          <div className="embed--DocumentViewer flex-1">
             <LazyPDFViewer
               documentData={documentData}
               onDocumentLoad={() => setHasDocumentLoaded(true)}
@@ -241,12 +296,12 @@ export const EmbedSignDocumentClientPage = ({
           {/* Widget */}
           <div
             key={isExpanded ? 'expanded' : 'collapsed'}
-            className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
             data-expanded={isExpanded || undefined}
           >
-            <div className="border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
+            <div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
               {/* Header */}
-              <div>
+              <div className="embed--DocumentWidgetHeader">
                 <div className="flex items-center justify-between gap-x-2">
                   <h3 className="text-foreground text-xl font-semibold md:text-2xl">
                     {isAssistantMode ? (
@@ -256,23 +311,40 @@ export const EmbedSignDocumentClientPage = ({
                     )}
                   </h3>
 
-                  <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                    {isExpanded ? (
-                      <LucideChevronDown
-                        className="text-muted-foreground h-5 w-5"
-                        onClick={() => setIsExpanded(false)}
-                      />
-                    ) : (
-                      <LucideChevronUp
-                        className="text-muted-foreground h-5 w-5"
-                        onClick={() => setIsExpanded(true)}
-                      />
-                    )}
-                  </Button>
+                  {isExpanded ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(false)}
+                    >
+                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : pendingFields.length > 0 ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(true)}
+                    >
+                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="md:hidden"
+                      disabled={
+                        isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
+                      }
+                      loading={isSubmitting}
+                      onClick={() => throttledOnCompleteClick()}
+                    >
+                      <Trans>Complete</Trans>
+                    </Button>
+                  )}
                 </div>
               </div>
 
-              <div className="hidden group-data-[expanded]/document-widget:block md:block">
+              <div className="embed--DocumentWidgetContent hidden group-data-[expanded]/document-widget:block md:block">
                 <p className="text-muted-foreground mt-2 text-sm">
                   {isAssistantMode ? (
                     <Trans>Help complete the document for other signers.</Trans>
@@ -285,7 +357,7 @@ export const EmbedSignDocumentClientPage = ({
               </div>
 
               {/* Form */}
-              <div className="-mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
+              <div className="embed--DocumentWidgetForm -mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
                 <div className="flex flex-1 flex-col gap-y-4">
                   {isAssistantMode && (
                     <div>
@@ -372,40 +444,42 @@ export const EmbedSignDocumentClientPage = ({
                         />
                       </div>
 
-                      <div>
-                        <Label htmlFor="Signature">
-                          <Trans>Signature</Trans>
-                        </Label>
+                      {hasSignatureField && (
+                        <div>
+                          <Label htmlFor="Signature">
+                            <Trans>Signature</Trans>
+                          </Label>
 
-                        <Card className="mt-2" gradient degrees={-120}>
-                          <CardContent className="p-0">
-                            <SignaturePad
-                              className="h-44 w-full"
-                              disabled={isThrottled || isSubmitting}
-                              defaultValue={signature ?? undefined}
-                              onChange={(value) => {
-                                setSignature(value);
-                              }}
-                              onValidityChange={(isValid) => {
-                                setSignatureValid(isValid);
-                              }}
-                              allowTypedSignature={Boolean(
-                                metadata &&
-                                  'typedSignatureEnabled' in metadata &&
-                                  metadata.typedSignatureEnabled,
-                              )}
-                            />
-                          </CardContent>
-                        </Card>
+                          <Card className="mt-2" gradient degrees={-120}>
+                            <CardContent className="p-0">
+                              <SignaturePad
+                                className="h-44 w-full"
+                                disabled={isThrottled || isSubmitting}
+                                defaultValue={signature ?? undefined}
+                                onChange={(value) => {
+                                  setSignature(value);
+                                }}
+                                onValidityChange={(isValid) => {
+                                  setSignatureValid(isValid);
+                                }}
+                                allowTypedSignature={Boolean(
+                                  metadata &&
+                                    'typedSignatureEnabled' in metadata &&
+                                    metadata.typedSignatureEnabled,
+                                )}
+                              />
+                            </CardContent>
+                          </Card>
 
-                        {hasSignatureField && !signatureValid && (
-                          <div className="text-destructive mt-2 text-sm">
-                            <Trans>
-                              Signature is too small. Please provide a more complete signature.
-                            </Trans>
-                          </div>
-                        )}
-                      </div>
+                          {hasSignatureField && !signatureValid && (
+                            <div className="text-destructive mt-2 text-sm">
+                              <Trans>
+                                Signature is too small. Please provide a more complete signature.
+                              </Trans>
+                            </div>
+                          )}
+                        </div>
+                      )}
                     </>
                   )}
                 </div>
@@ -413,14 +487,14 @@ export const EmbedSignDocumentClientPage = ({
 
               <div className="hidden flex-1 group-data-[expanded]/document-widget:block md:block" />
 
-              <div className="mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
+              <div className="embed--DocumentWidgetFooter mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
                 {pendingFields.length > 0 ? (
                   <Button className="col-start-2" onClick={() => onNextFieldClick()}>
                     <Trans>Next</Trans>
                   </Button>
                 ) : (
                   <Button
-                    className="col-start-2"
+                    className={allowDocumentRejection ? 'col-start-2' : 'col-span-2'}
                     disabled={
                       isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
                     }

apps/web/src/app/embed/sign/[[...url]]/page.tsx

@@ -2,6 +2,7 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -62,12 +63,16 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
     return <EmbedPaywall />;
   }
 
-  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
     isDocumentPlatform(document),
     isUserEnterprise({
       userId: document.userId,
       teamId: document.teamId ?? undefined,
     }),
+    isUserCommunityPlan({
+      userId: document.userId,
+      teamId: document.teamId ?? undefined,
+    }),
   ]);
 
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -126,8 +131,10 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
           fields={fields}
           metadata={document.documentMeta}
           isCompleted={document.status === DocumentStatus.COMPLETED}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-          isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+          hidePoweredBy={
+            isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+          }
+          allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           allRecipients={allRecipients}
         />
       </DocumentAuthProvider>

apps/web/src/app/embed/sign/[[...url]]/schema.ts

@@ -13,4 +13,5 @@ export const ZSignDocumentEmbedDataSchema = ZBaseEmbedDataSchema.extend({
     .optional()
     .transform((value) => value || undefined),
   lockName: z.boolean().optional().default(false),
+  allowDocumentRejection: z.boolean().optional(),
 });

apps/web/src/app/embed/waiting-for-turn.tsx

@@ -26,7 +26,7 @@ export const EmbedWaitingForTurn = () => {
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--WaitingForTurn relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       <h3 className="text-foreground text-center text-2xl font-bold">
         <Trans>Waiting for Your Turn</Trans>
       </h3>

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.9.0",
+  "version": "1.9.1-rc.9",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.9.0",
+      "version": "1.9.1-rc.9",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -106,7 +106,7 @@
     },
     "apps/web": {
       "name": "@documenso/web",
-      "version": "1.9.0",
+      "version": "1.9.1-rc.9",
       "license": "AGPL-3.0",
       "dependencies": {
         "@documenso/api": "*",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.9.0",
+  "version": "1.9.1-rc.9",
   "scripts": {
     "build": "turbo run build",
     "build:web": "turbo run build --filter=@documenso/web",

packages/api/v1/implementation.ts

@@ -586,6 +586,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         userId: user.id,
         teamId: team?.id,
         recipients: body.recipients,
+        prefillFields: body.prefillFields,
         override: {
           title: body.title,
           ...body.meta,

packages/api/v1/schema.ts

@@ -11,7 +11,7 @@ import {
   ZRecipientActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import {
   DocumentDataType,
   DocumentDistributionMethod,
@@ -299,6 +299,7 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
     })
     .optional(),
   formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+  prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
 });
 
 export type TGenerateDocumentFromTemplateMutationSchema = z.infer<

packages/app-tests/e2e/api/v1/template-field-prefill.spec.ts

@@ -0,0 +1,612 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../../fixtures/authentication';
+
+test.describe('Template Field Prefill API v1', () => {
+  test('should create a document from template with prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Advanced Fields',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Number Field',
+        },
+      },
+    });
+
+    // Add RADIO field
+    const radioField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 5,
+        positionY: 25,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add CHECKBOX field
+    const checkboxField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.CHECKBOX,
+        page: 1,
+        positionX: 5,
+        positionY: 35,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'checkbox',
+          label: 'Checkbox Field',
+          values: [
+            { id: 1, value: 'Check A', checked: false },
+            { id: 2, value: 'Check B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add DROPDOWN field
+    const dropdownField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.DROPDOWN,
+        page: 1,
+        positionX: 5,
+        positionY: 45,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'dropdown',
+          label: 'Dropdown Field',
+          values: [{ value: 'Select A' }, { value: 'Select B' }],
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template with prefilled fields
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Prefilled Fields',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+          prefillFields: [
+            {
+              id: textField.id,
+              type: 'text',
+              label: 'Prefilled Text',
+              value: 'This is prefilled text',
+            },
+            {
+              id: numberField.id,
+              type: 'number',
+              label: 'Prefilled Number',
+              value: '42',
+            },
+            {
+              id: radioField.id,
+              type: 'radio',
+              label: 'Prefilled Radio',
+              value: 'Option A',
+            },
+            {
+              id: checkboxField.id,
+              type: 'checkbox',
+              label: 'Prefilled Checkbox',
+              value: ['Check A', 'Check B'],
+            },
+            {
+              id: dropdownField.id,
+              type: 'dropdown',
+              label: 'Prefilled Dropdown',
+              value: 'Select B',
+            },
+          ],
+        },
+      },
+    );
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.documentId).toBeDefined();
+
+    // 9. Verify the document was created with prefilled fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.documentId,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify each field has the correct prefilled values
+    const documentTextField = document?.fields.find(
+      (field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
+    );
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Prefilled Text',
+      text: 'This is prefilled text',
+    });
+
+    const documentNumberField = document?.fields.find(
+      (field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
+    );
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Prefilled Number',
+      value: '42',
+    });
+
+    const documentRadioField = document?.fields.find(
+      (field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
+    );
+    expect(documentRadioField?.fieldMeta).toMatchObject({
+      type: 'radio',
+      label: 'Prefilled Radio',
+    });
+    // Check that the correct radio option is selected
+    const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
+    const selectedRadioOption = radioValues.find((option) => option.checked);
+    expect(selectedRadioOption?.value).toBe('Option A');
+
+    const documentCheckboxField = document?.fields.find(
+      (field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
+    );
+    expect(documentCheckboxField?.fieldMeta).toMatchObject({
+      type: 'checkbox',
+      label: 'Prefilled Checkbox',
+    });
+    // Check that the correct checkbox options are selected
+    const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
+    const checkedOptions = checkboxValues.filter((option) => option.checked);
+    expect(checkedOptions.length).toBe(2);
+    expect(checkedOptions.map((option) => option.value)).toContain('Check A');
+    expect(checkedOptions.map((option) => option.value)).toContain('Check B');
+
+    const documentDropdownField = document?.fields.find(
+      (field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
+    );
+    expect(documentDropdownField?.fieldMeta).toMatchObject({
+      type: 'dropdown',
+      label: 'Prefilled Dropdown',
+      defaultValue: 'Select B',
+    });
+
+    // 11. Sign in as the recipient and verify the prefilled fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    // Send the document to the recipient
+    const sendResponse = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          sendEmail: false,
+        },
+      },
+    );
+
+    expect(sendResponse.ok()).toBeTruthy();
+    expect(sendResponse.status()).toBe(200);
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the prefilled fields are visible with correct values
+    // Text field
+    await expect(page.getByText('This is prefilled')).toBeVisible();
+
+    // Number field
+    await expect(page.getByText('42')).toBeVisible();
+
+    // Radio field
+    await expect(page.getByText('Option A')).toBeVisible();
+    await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
+
+    // Checkbox field
+    await expect(page.getByText('Check A')).toBeVisible();
+    await expect(page.getByText('Check B')).toBeVisible();
+    await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
+    await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
+
+    // Dropdown field
+    await expect(page.getByText('Select B')).toBeVisible();
+  });
+
+  test('should create a document from template without prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Default Fields',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Default Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Default Number Field',
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template without prefilled fields
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Default Fields',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+        },
+      },
+    );
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.documentId).toBeDefined();
+
+    // 9. Verify the document was created with default fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.documentId,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify fields have their default values
+    const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Default Text Field',
+    });
+
+    const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Default Number Field',
+    });
+
+    // 11. Sign in as the recipient and verify the default fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    const sendResponse = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          sendEmail: false,
+        },
+      },
+    );
+
+    expect(sendResponse.ok()).toBeTruthy();
+    expect(sendResponse.status()).toBe(200);
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the default fields are visible with correct labels
+    await expect(page.getByText('Default Text Field')).toBeVisible();
+    await expect(page.getByText('Default Number Field')).toBeVisible();
+  });
+
+  test('should handle invalid field prefill values', async ({ request }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template using seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template for Invalid Test',
+        visibility: 'EVERYONE',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add a field to the template
+    const field = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 100,
+        positionY: 100,
+        width: 100,
+        height: 50,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // 6. Try to create a document with invalid prefill value
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Invalid Prefill',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+          prefillFields: [
+            {
+              id: field.id,
+              type: 'radio',
+              label: 'Invalid Radio',
+              value: 'Non-existent Option', // This option doesn't exist
+            },
+          ],
+        },
+      },
+    );
+
+    // 7. Verify the request fails with appropriate error
+    expect(response.ok()).toBeFalsy();
+    expect(response.status()).toBe(400);
+
+    const errorData = await response.json();
+    expect(errorData.message).toContain('not found in options for RADIO field');
+  });
+});

packages/app-tests/e2e/api/v2/template-field-prefill.spec.ts

@@ -0,0 +1,600 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../../fixtures/authentication';
+
+test.describe('Template Field Prefill API v2', () => {
+  test('should create a document from template with prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Advanced Fields V2',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Number Field',
+        },
+      },
+    });
+
+    // Add RADIO field
+    const radioField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 5,
+        positionY: 25,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add CHECKBOX field
+    const checkboxField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.CHECKBOX,
+        page: 1,
+        positionX: 5,
+        positionY: 35,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'checkbox',
+          label: 'Checkbox Field',
+          values: [
+            { id: 1, value: 'Check A', checked: false },
+            { id: 2, value: 'Check B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add DROPDOWN field
+    const dropdownField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.DROPDOWN,
+        page: 1,
+        positionX: 5,
+        positionY: 45,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'dropdown',
+          label: 'Dropdown Field',
+          values: [{ value: 'Select A' }, { value: 'Select B' }],
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template with prefilled fields using v2 API
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+        prefillFields: [
+          {
+            id: textField.id,
+            type: 'text',
+            label: 'Prefilled Text',
+            value: 'This is prefilled text',
+          },
+          {
+            id: numberField.id,
+            type: 'number',
+            label: 'Prefilled Number',
+            value: '42',
+          },
+          {
+            id: radioField.id,
+            type: 'radio',
+            label: 'Prefilled Radio',
+            value: 'Option A',
+          },
+          {
+            id: checkboxField.id,
+            type: 'checkbox',
+            label: 'Prefilled Checkbox',
+            value: ['Check A', 'Check B'],
+          },
+          {
+            id: dropdownField.id,
+            type: 'dropdown',
+            label: 'Prefilled Dropdown',
+            value: 'Select B',
+          },
+        ],
+      },
+    });
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.id).toBeDefined();
+
+    // 9. Verify the document was created with prefilled fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.id,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify each field has the correct prefilled values
+    const documentTextField = document?.fields.find(
+      (field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
+    );
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Prefilled Text',
+      text: 'This is prefilled text',
+    });
+
+    const documentNumberField = document?.fields.find(
+      (field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
+    );
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Prefilled Number',
+      value: '42',
+    });
+
+    const documentRadioField = document?.fields.find(
+      (field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
+    );
+    expect(documentRadioField?.fieldMeta).toMatchObject({
+      type: 'radio',
+      label: 'Prefilled Radio',
+    });
+    // Check that the correct radio option is selected
+    const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
+    const selectedRadioOption = radioValues.find((option) => option.checked);
+    expect(selectedRadioOption?.value).toBe('Option A');
+
+    const documentCheckboxField = document?.fields.find(
+      (field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
+    );
+    expect(documentCheckboxField?.fieldMeta).toMatchObject({
+      type: 'checkbox',
+      label: 'Prefilled Checkbox',
+    });
+    // Check that the correct checkbox options are selected
+    const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
+    const checkedOptions = checkboxValues.filter((option) => option.checked);
+    expect(checkedOptions.length).toBe(2);
+    expect(checkedOptions.map((option) => option.value)).toContain('Check A');
+    expect(checkedOptions.map((option) => option.value)).toContain('Check B');
+
+    const documentDropdownField = document?.fields.find(
+      (field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
+    );
+    expect(documentDropdownField?.fieldMeta).toMatchObject({
+      type: 'dropdown',
+      label: 'Prefilled Dropdown',
+      defaultValue: 'Select B',
+    });
+
+    const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        documentId: document?.id,
+        meta: {
+          subject: 'Test Subject',
+          message: 'Test Message',
+        },
+      },
+    });
+
+    await expect(sendResponse.ok()).toBeTruthy();
+    await expect(sendResponse.status()).toBe(200);
+
+    // 11. Sign in as the recipient and verify the prefilled fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the prefilled fields are visible with correct values
+    // Text field
+    await expect(page.getByText('This is prefilled')).toBeVisible();
+
+    // Number field
+    await expect(page.getByText('42')).toBeVisible();
+
+    // Radio field
+    await expect(page.getByText('Option A')).toBeVisible();
+    await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
+
+    // Checkbox field
+    await expect(page.getByText('Check A')).toBeVisible();
+    await expect(page.getByText('Check B')).toBeVisible();
+    await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
+    await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
+
+    // Dropdown field
+    await expect(page.getByText('Select B')).toBeVisible();
+  });
+
+  test('should create a document from template without prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Default Fields V2',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Default Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Default Number Field',
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template without prefilled fields using v2 API
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+      },
+    });
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.id).toBeDefined();
+
+    // 9. Verify the document was created with default fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.id,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify fields have their default values
+    const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Default Text Field',
+    });
+
+    const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Default Number Field',
+    });
+
+    const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        documentId: document?.id,
+        meta: {
+          subject: 'Test Subject',
+          message: 'Test Message',
+        },
+      },
+    });
+
+    await expect(sendResponse.ok()).toBeTruthy();
+    await expect(sendResponse.status()).toBe(200);
+
+    // 11. Sign in as the recipient and verify the default fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    await expect(page.getByText('This is prefilled')).not.toBeVisible();
+  });
+
+  test('should handle invalid field prefill values', async ({ request }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template using seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template for Invalid Test V2',
+        visibility: 'EVERYONE',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add a field to the template
+    const field = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 100,
+        positionY: 100,
+        width: 100,
+        height: 50,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // 7. Try to create a document with invalid prefill value
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+        prefillFields: [
+          {
+            id: field.id,
+            type: 'radio',
+            label: 'Invalid Radio',
+            value: 'Non-existent Option', // This option doesn't exist
+          },
+        ],
+      },
+    });
+
+    // 8. Verify the request fails with appropriate error
+    expect(response.ok()).toBeFalsy();
+    expect(response.status()).toBe(400);
+
+    const errorData = await response.json();
+    expect(errorData.message).toContain('not found in options for RADIO field');
+  });
+});

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -384,7 +384,9 @@ test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) =
       await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
     }
 
-    await page.getByRole('button', { name: 'Complete' }).click();
+    await page
+      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Complete' : 'Approve' })
+      .click();
     await page
       .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
       .click();
@@ -454,7 +456,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
   const { status } = await getDocumentByToken(token);
   expect(status).toBe(DocumentStatus.PENDING);
 
-  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Approve' }).click();
   await expect(page.getByRole('dialog').getByText('Complete Approval').first()).toBeVisible();
   await page.getByRole('button', { name: 'Approve' }).click();
 

packages/ee/server-only/stripe/get-prices-by-plan.ts

@@ -4,15 +4,14 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 type PlanType = (typeof STRIPE_PLAN_TYPE)[keyof typeof STRIPE_PLAN_TYPE];
 
 export const getPricesByPlan = async (plan: PlanType | PlanType[]) => {
-  const planTypes = typeof plan === 'string' ? [plan] : plan;
+  const planTypes: string[] = typeof plan === 'string' ? [plan] : plan;
 
-  const query = planTypes.map((planType) => `metadata['plan']:'${planType}'`).join(' OR ');
-
-  const { data: prices } = await stripe.prices.search({
-    query,
+  const prices = await stripe.prices.list({
     expand: ['data.product'],
     limit: 100,
   });
 
-  return prices.filter((price) => price.type === 'recurring');
+  return prices.data.filter(
+    (price) => price.type === 'recurring' && planTypes.includes(price.metadata.plan),
+  );
 };

packages/ee/server-only/util/is-community-plan.ts

@@ -0,0 +1,56 @@
+import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import type { Subscription } from '@documenso/prisma/client';
+
+import { getCommunityPlanPriceIds } from '../stripe/get-community-plan-prices';
+
+export type IsCommunityPlanOptions = {
+  userId: number;
+  teamId?: number;
+};
+
+/**
+ * Whether the user or team is on the community plan.
+ */
+export const isCommunityPlan = async ({
+  userId,
+  teamId,
+}: IsCommunityPlanOptions): Promise<boolean> => {
+  let subscriptions: Subscription[] = [];
+
+  if (teamId) {
+    subscriptions = await prisma.team
+      .findFirstOrThrow({
+        where: {
+          id: teamId,
+        },
+        select: {
+          owner: {
+            include: {
+              subscriptions: true,
+            },
+          },
+        },
+      })
+      .then((team) => team.owner.subscriptions);
+  } else {
+    subscriptions = await prisma.user
+      .findFirstOrThrow({
+        where: {
+          id: userId,
+        },
+        select: {
+          subscriptions: true,
+        },
+      })
+      .then((user) => user.subscriptions);
+  }
+
+  if (subscriptions.length === 0) {
+    return false;
+  }
+
+  const communityPlanPriceIds = await getCommunityPlanPriceIds();
+
+  return subscriptionsContainsActivePlan(subscriptions, communityPlanPriceIds);
+};

packages/lib/server-only/document/complete-document-with-token.ts

@@ -12,6 +12,7 @@ import {
   WebhookTriggerEvents,
 } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import type { TRecipientActionAuth } from '../../types/document-auth';
 import {
@@ -72,6 +73,13 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }
 
+  if (recipient.signingStatus === SigningStatus.REJECTED) {
+    throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+      message: 'Recipient has already rejected the document',
+      statusCode: 400,
+    });
+  }
+
   if (document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL) {
     const isRecipientsTurn = await getIsRecipientsTurnToSign({ token: recipient.token });
 

packages/lib/server-only/document/find-documents.ts

@@ -88,6 +88,7 @@ export const findDocuments = async ({
   const searchFilter: Prisma.DocumentWhereInput = {
     OR: [
       { title: { contains: query, mode: 'insensitive' } },
+      { externalId: { contains: query, mode: 'insensitive' } },
       { recipients: { some: { name: { contains: query, mode: 'insensitive' } } } },
       { recipients: { some: { email: { contains: query, mode: 'insensitive' } } } },
     ],

packages/lib/server-only/document/search-documents-with-keyword.ts

@@ -34,6 +34,14 @@ export const searchDocumentsWithKeyword = async ({
           userId: userId,
           deletedAt: null,
         },
+        {
+          externalId: {
+            contains: query,
+            mode: 'insensitive',
+          },
+          userId: userId,
+          deletedAt: null,
+        },
         {
           recipients: {
             some: {
@@ -88,6 +96,23 @@ export const searchDocumentsWithKeyword = async ({
           },
           deletedAt: null,
         },
+        {
+          externalId: {
+            contains: query,
+            mode: 'insensitive',
+          },
+          teamId: {
+            not: null,
+          },
+          team: {
+            members: {
+              some: {
+                userId: userId,
+              },
+            },
+          },
+          deletedAt: null,
+        },
       ],
     },
     include: {

packages/lib/server-only/template/create-document-from-direct-template.ts

@@ -37,6 +37,7 @@ import {
   mapDocumentToWebhookDocumentPayload,
 } from '../../types/webhook-payload';
 import type { ApiRequestMetadata } from '../../universal/extract-request-metadata';
+import { isRequiredField } from '../../utils/advanced-fields-helpers';
 import type { CreateDocumentAuditLogDataResponse } from '../../utils/document-audit-logs';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import {
@@ -175,20 +176,28 @@ export const createDocumentFromDirectTemplate = async ({
   const metaSigningOrder = template.templateMeta?.signingOrder || DocumentSigningOrder.PARALLEL;
 
   // Associate, validate and map to a query every direct template recipient field with the provided fields.
+  // Only process fields that are either required or have been signed by the user
+  const fieldsToProcess = directTemplateRecipient.fields.filter((templateField) => {
+    const signedFieldValue = signedFieldValues.find((value) => value.fieldId === templateField.id);
+
+    // Include if it's required or has a signed value
+    return isRequiredField(templateField) || signedFieldValue !== undefined;
+  });
+
   const createDirectRecipientFieldArgs = await Promise.all(
-    directTemplateRecipient.fields.map(async (templateField) => {
+    fieldsToProcess.map(async (templateField) => {
       const signedFieldValue = signedFieldValues.find(
         (value) => value.fieldId === templateField.id,
       );
 
-      if (!signedFieldValue) {
+      if (isRequiredField(templateField) && !signedFieldValue) {
         throw new AppError(AppErrorCode.INVALID_BODY, {
           message: 'Invalid, missing or changed fields',
         });
       }
 
       if (templateField.type === FieldType.NAME && directRecipientName === undefined) {
-        directRecipientName === signedFieldValue.value;
+        directRecipientName === signedFieldValue?.value;
       }
 
       const derivedRecipientActionAuth = await validateFieldAuth({
@@ -199,9 +208,18 @@ export const createDocumentFromDirectTemplate = async ({
         },
         field: templateField,
         userId: user?.id,
-        authOptions: signedFieldValue.authOptions,
+        authOptions: signedFieldValue?.authOptions,
       });
 
+      if (!signedFieldValue) {
+        return {
+          templateField,
+          customText: '',
+          derivedRecipientActionAuth,
+          signature: null,
+        };
+      }
+
       const { value, isBase64 } = signedFieldValue;
 
       const isSignatureField =
@@ -379,7 +397,7 @@ export const createDocumentFromDirectTemplate = async ({
               positionY: templateField.positionY,
               width: templateField.width,
               height: templateField.height,
-              customText,
+              customText: customText ?? '',
               inserted: true,
               fieldMeta: templateField.fieldMeta || Prisma.JsonNull,
             })),

packages/lib/server-only/template/create-document-from-template.ts

@@ -1,3 +1,5 @@
+import { match } from 'ts-pattern';
+
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
 import type { DocumentDistributionMethod } from '@documenso/prisma/client';
@@ -17,7 +19,20 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import type { TDocumentEmailSettings } from '../../types/document-email';
-import { ZFieldMetaSchema } from '../../types/field-meta';
+import type {
+  TCheckboxFieldMeta,
+  TDropdownFieldMeta,
+  TFieldMetaPrefillFieldsSchema,
+  TNumberFieldMeta,
+  TRadioFieldMeta,
+  TTextFieldMeta,
+} from '../../types/field-meta';
+import {
+  ZCheckboxFieldMeta,
+  ZDropdownFieldMeta,
+  ZFieldMetaSchema,
+  ZRadioFieldMeta,
+} from '../../types/field-meta';
 import {
   ZWebhookDocumentSchema,
   mapDocumentToWebhookDocumentPayload,
@@ -50,6 +65,7 @@ export type CreateDocumentFromTemplateOptions = {
     email: string;
     signingOrder?: number | null;
   }[];
+  prefillFields?: TFieldMetaPrefillFieldsSchema[];
   customDocumentDataId?: string;
 
   /**
@@ -72,6 +88,165 @@ export type CreateDocumentFromTemplateOptions = {
   requestMetadata: ApiRequestMetadata;
 };
 
+const getUpdatedFieldMeta = (field: Field, prefillField?: TFieldMetaPrefillFieldsSchema) => {
+  if (!prefillField) {
+    return field.fieldMeta;
+  }
+
+  const advancedField = ['NUMBER', 'RADIO', 'CHECKBOX', 'DROPDOWN', 'TEXT'].includes(field.type);
+
+  if (!advancedField) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Field ${field.id} is not an advanced field and cannot have field meta information. Allowed types: NUMBER, RADIO, CHECKBOX, DROPDOWN, TEXT.`,
+    });
+  }
+
+  // We've already validated that the field types match at a higher level
+  // Start with the existing field meta or an empty object
+  const existingMeta = field.fieldMeta || {};
+
+  // Apply type-specific updates based on the prefill field type using ts-pattern
+  return match(prefillField)
+    .with({ type: 'text' }, (field) => {
+      if (typeof field.value !== 'string') {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid value for TEXT field ${field.id}: expected string, got ${typeof field.value}`,
+        });
+      }
+
+      const meta: TTextFieldMeta = {
+        ...existingMeta,
+        type: 'text',
+        label: field.label,
+        text: field.value,
+      };
+
+      return meta;
+    })
+    .with({ type: 'number' }, (field) => {
+      if (typeof field.value !== 'string') {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid value for NUMBER field ${field.id}: expected string, got ${typeof field.value}`,
+        });
+      }
+
+      const meta: TNumberFieldMeta = {
+        ...existingMeta,
+        type: 'number',
+        label: field.label,
+        value: field.value,
+      };
+
+      return meta;
+    })
+    .with({ type: 'radio' }, (field) => {
+      if (typeof field.value !== 'string') {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid value for RADIO field ${field.id}: expected string, got ${typeof field.value}`,
+        });
+      }
+
+      const result = ZRadioFieldMeta.safeParse(existingMeta);
+
+      if (!result.success) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid field meta for RADIO field ${field.id}`,
+        });
+      }
+
+      const radioMeta = result.data;
+
+      // Validate that the value exists in the options
+      const valueExists = radioMeta.values?.some((option) => option.value === field.value);
+
+      if (!valueExists) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Value "${field.value}" not found in options for RADIO field ${field.id}`,
+        });
+      }
+
+      const newValues = radioMeta.values?.map((option) => ({
+        ...option,
+        checked: option.value === field.value,
+      }));
+
+      const meta: TRadioFieldMeta = {
+        ...existingMeta,
+        type: 'radio',
+        label: field.label,
+        values: newValues,
+      };
+
+      return meta;
+    })
+    .with({ type: 'checkbox' }, (field) => {
+      const result = ZCheckboxFieldMeta.safeParse(existingMeta);
+
+      if (!result.success) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid field meta for CHECKBOX field ${field.id}`,
+        });
+      }
+
+      const checkboxMeta = result.data;
+
+      // Validate that all values exist in the options
+      for (const value of field.value) {
+        const valueExists = checkboxMeta.values?.some((option) => option.value === value);
+
+        if (!valueExists) {
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Value "${value}" not found in options for CHECKBOX field ${field.id}`,
+          });
+        }
+      }
+
+      const newValues = checkboxMeta.values?.map((option) => ({
+        ...option,
+        checked: field.value.includes(option.value),
+      }));
+
+      const meta: TCheckboxFieldMeta = {
+        ...existingMeta,
+        type: 'checkbox',
+        label: field.label,
+        values: newValues,
+      };
+
+      return meta;
+    })
+    .with({ type: 'dropdown' }, (field) => {
+      const result = ZDropdownFieldMeta.safeParse(existingMeta);
+
+      if (!result.success) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid field meta for DROPDOWN field ${field.id}`,
+        });
+      }
+
+      const dropdownMeta = result.data;
+
+      // Validate that the value exists in the options if values are defined
+      const valueExists = dropdownMeta.values?.some((option) => option.value === field.value);
+
+      if (!valueExists) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Value "${field.value}" not found in options for DROPDOWN field ${field.id}`,
+        });
+      }
+
+      const meta: TDropdownFieldMeta = {
+        ...existingMeta,
+        type: 'dropdown',
+        label: field.label,
+        defaultValue: field.value,
+      };
+
+      return meta;
+    })
+    .otherwise(() => field.fieldMeta);
+};
+
 export const createDocumentFromTemplate = async ({
   templateId,
   externalId,
@@ -81,6 +256,7 @@ export const createDocumentFromTemplate = async ({
   customDocumentDataId,
   override,
   requestMetadata,
+  prefillFields,
 }: CreateDocumentFromTemplateOptions) => {
   const template = await prisma.template.findUnique({
     where: {
@@ -258,6 +434,47 @@ export const createDocumentFromTemplate = async ({
 
     let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
 
+    // Get all template field IDs first so we can validate later
+    const allTemplateFieldIds = finalRecipients.flatMap((recipient) =>
+      recipient.fields.map((field) => field.id),
+    );
+
+    if (prefillFields?.length) {
+      // Validate that all prefill field IDs exist in the template
+      const invalidFieldIds = prefillFields
+        .map((prefillField) => prefillField.id)
+        .filter((id) => !allTemplateFieldIds.includes(id));
+
+      if (invalidFieldIds.length > 0) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `The following field IDs do not exist in the template: ${invalidFieldIds.join(', ')}`,
+        });
+      }
+
+      // Validate that all prefill fields have the correct type
+      for (const prefillField of prefillFields) {
+        const templateField = finalRecipients
+          .flatMap((recipient) => recipient.fields)
+          .find((field) => field.id === prefillField.id);
+
+        if (!templateField) {
+          // This should never happen due to the previous validation, but just in case
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Field with ID ${prefillField.id} not found in the template`,
+          });
+        }
+
+        const expectedType = templateField.type.toLowerCase();
+        const actualType = prefillField.type;
+
+        if (expectedType !== actualType) {
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Field type mismatch for field ${prefillField.id}: expected ${expectedType}, got ${actualType}`,
+          });
+        }
+      }
+    }
+
     Object.values(finalRecipients).forEach(({ email, fields }) => {
       const recipient = document.recipients.find((recipient) => recipient.email === email);
 
@@ -266,19 +483,25 @@ export const createDocumentFromTemplate = async ({
       }
 
       fieldsToCreate = fieldsToCreate.concat(
-        fields.map((field) => ({
-          documentId: document.id,
-          recipientId: recipient.id,
-          type: field.type,
-          page: field.page,
-          positionX: field.positionX,
-          positionY: field.positionY,
-          width: field.width,
-          height: field.height,
-          customText: '',
-          inserted: false,
-          fieldMeta: field.fieldMeta,
-        })),
+        fields.map((field) => {
+          const prefillField = prefillFields?.find((value) => value.id === field.id);
+          // Use type assertion to help TypeScript understand the structure
+          const updatedFieldMeta = getUpdatedFieldMeta(field, prefillField);
+
+          return {
+            documentId: document.id,
+            recipientId: recipient.id,
+            type: field.type,
+            page: field.page,
+            positionX: field.positionX,
+            positionY: field.positionY,
+            width: field.width,
+            height: field.height,
+            customText: '',
+            inserted: false,
+            fieldMeta: updatedFieldMeta,
+          };
+        }),
       );
     });
 

packages/lib/types/field-meta.ts

@@ -123,6 +123,42 @@ export const ZFieldMetaNotOptionalSchema = z.discriminatedUnion('type', [
 
 export type TFieldMetaNotOptionalSchema = z.infer<typeof ZFieldMetaNotOptionalSchema>;
 
+export const ZFieldMetaPrefillFieldsSchema = z
+  .object({
+    id: z.number(),
+  })
+  .and(
+    z.discriminatedUnion('type', [
+      z.object({
+        type: z.literal('text'),
+        label: z.string(),
+        value: z.string(),
+      }),
+      z.object({
+        type: z.literal('number'),
+        label: z.string(),
+        value: z.string(),
+      }),
+      z.object({
+        type: z.literal('radio'),
+        label: z.string(),
+        value: z.string(),
+      }),
+      z.object({
+        type: z.literal('checkbox'),
+        label: z.string(),
+        value: z.array(z.string()),
+      }),
+      z.object({
+        type: z.literal('dropdown'),
+        label: z.string(),
+        value: z.string(),
+      }),
+    ]),
+  );
+
+export type TFieldMetaPrefillFieldsSchema = z.infer<typeof ZFieldMetaPrefillFieldsSchema>;
+
 export const ZFieldMetaSchema = z
   .union([
     // Handles an empty object being provided as fieldMeta.

packages/prisma/migrations/20250217120859_add_session_fields/migration.sql

@@ -0,0 +1,18 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `expires` on the `Session` table. All the data in the column will be lost.
+  - Added the required column `expiresAt` to the `Session` table without a default value. This is not possible if the table is not empty.
+  - Added the required column `updatedAt` to the `Session` table without a default value. This is not possible if the table is not empty.
+
+*/
+-- AlterTable
+ALTER TABLE "Account" ADD COLUMN     "password" TEXT;
+
+-- AlterTable
+ALTER TABLE "Session" DROP COLUMN "expires",
+ADD COLUMN     "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+ADD COLUMN     "expiresAt" TIMESTAMP(3) NOT NULL,
+ADD COLUMN     "ipAddress" TEXT,
+ADD COLUMN     "updatedAt" TIMESTAMP(3) NOT NULL,
+ADD COLUMN     "userAgent" TEXT;

packages/prisma/schema.prisma

@@ -270,18 +270,25 @@ model Account {
   scope             String?
   id_token          String? @db.Text
   session_state     String?
+  password          String?
 
-  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
 
   @@unique([provider, providerAccountId])
 }
 
 model Session {
-  id           String   @id @default(cuid())
-  sessionToken String   @unique
+  id           String @id @default(cuid())
+  sessionToken String @unique
   userId       Int
-  expires      DateTime
-  user         User?    @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  ipAddress String?
+  userAgent String?
+  expiresAt DateTime
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+
+  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
 }
 
 enum DocumentStatus {

packages/prisma/seed/initial-seed.ts

@@ -5,6 +5,18 @@ import { hashSync } from '@documenso/lib/server-only/auth/hash';
 
 import { prisma } from '..';
 import { DocumentDataType, DocumentSource, Role, TeamMemberRole } from '../client';
+import { seedPendingDocument } from './documents';
+import { seedDirectTemplate, seedTemplate } from './templates';
+
+const createDocumentData = async ({ documentData }: { documentData: string }) => {
+  return prisma.documentData.create({
+    data: {
+      type: DocumentDataType.BYTES_64,
+      data: documentData,
+      initialData: documentData,
+    },
+  });
+};
 
 export const seedDatabase = async () => {
   const examplePdf = fs
@@ -39,35 +51,80 @@ export const seedDatabase = async () => {
     update: {},
   });
 
-  const examplePdfData = await prisma.documentData.upsert({
-    where: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-    },
-    create: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-      type: DocumentDataType.BYTES_64,
-      data: examplePdf,
-      initialData: examplePdf,
-    },
-    update: {},
-  });
+  for (let i = 1; i <= 4; i++) {
+    const documentData = await createDocumentData({ documentData: examplePdf });
 
-  await prisma.document.create({
-    data: {
-      source: DocumentSource.DOCUMENT,
-      title: 'Example Document',
-      documentDataId: examplePdfData.id,
-      userId: exampleUser.id,
-      recipients: {
-        create: {
-          name: String(adminUser.name),
-          email: adminUser.email,
-          token: Math.random().toString(36).slice(2, 9),
+    await prisma.document.create({
+      data: {
+        source: DocumentSource.DOCUMENT,
+        title: `Example Document ${i}`,
+        documentDataId: documentData.id,
+        userId: exampleUser.id,
+        recipients: {
+          create: {
+            name: String(adminUser.name),
+            email: adminUser.email,
+            token: Math.random().toString(36).slice(2, 9),
+          },
         },
       },
+    });
+  }
+
+  for (let i = 1; i <= 4; i++) {
+    const documentData = await createDocumentData({ documentData: examplePdf });
+
+    await prisma.document.create({
+      data: {
+        source: DocumentSource.DOCUMENT,
+        title: `Document ${i}`,
+        documentDataId: documentData.id,
+        userId: adminUser.id,
+        recipients: {
+          create: {
+            name: String(exampleUser.name),
+            email: exampleUser.email,
+            token: Math.random().toString(36).slice(2, 9),
+          },
+        },
+      },
+    });
+  }
+
+  await seedPendingDocument(exampleUser, [adminUser], {
+    key: 'example-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
     },
   });
 
+  await seedPendingDocument(adminUser, [exampleUser], {
+    key: 'admin-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
+    },
+  });
+
+  await Promise.all([
+    seedTemplate({
+      title: 'Template 1',
+      userId: exampleUser.id,
+    }),
+    seedDirectTemplate({
+      title: 'Direct Template 1',
+      userId: exampleUser.id,
+    }),
+
+    seedTemplate({
+      title: 'Template 1',
+      userId: adminUser.id,
+    }),
+    seedDirectTemplate({
+      title: 'Direct Template 1',
+      userId: adminUser.id,
+    }),
+  ]);
+
   const testUsers = [
     'test@documenso.com',
     'test2@documenso.com',

packages/trpc/server/field-router/router.ts

@@ -452,7 +452,7 @@ export const fieldRouter = router({
       return await signFieldWithToken({
         token,
         fieldId,
-        value,
+        value: value ?? '',
         isBase64,
         userId: ctx.user?.id,
         authOptions,

packages/trpc/server/field-router/schema.ts

@@ -153,7 +153,7 @@ export const ZSetFieldsForTemplateResponseSchema = z.object({
 export const ZSignFieldWithTokenMutationSchema = z.object({
   token: z.string(),
   fieldId: z.number(),
-  value: z.string().trim(),
+  value: z.string().trim().optional(),
   isBase64: z.boolean().optional(),
   authOptions: ZRecipientActionAuthSchema.optional(),
 });

packages/trpc/server/template-router/router.ts

@@ -227,7 +227,8 @@ export const templateRouter = router({
     .output(ZCreateDocumentFromTemplateResponseSchema)
     .mutation(async ({ ctx, input }) => {
       const { teamId } = ctx;
-      const { templateId, recipients, distributeDocument, customDocumentDataId } = input;
+      const { templateId, recipients, distributeDocument, customDocumentDataId, prefillFields } =
+        input;
 
       const limits = await getServerLimits({ email: ctx.user.email, teamId });
 
@@ -242,6 +243,7 @@ export const templateRouter = router({
         recipients,
         customDocumentDataId,
         requestMetadata: ctx.metadata,
+        prefillFields,
       });
 
       if (distributeDocument) {

packages/trpc/server/template-router/schema.ts

@@ -6,6 +6,7 @@ import {
   ZDocumentActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
 import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
 import {
   ZTemplateLiteSchema,
@@ -67,6 +68,7 @@ export const ZCreateDocumentFromTemplateRequestSchema = z.object({
       'The data ID of an alternative PDF to use when creating the document. If not provided, the PDF attached to the template will be used.',
     )
     .optional(),
+  prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
 });
 
 export const ZCreateDocumentFromTemplateResponseSchema = ZDocumentSchema;

packages/ui/components/field/field.tsx

@@ -31,7 +31,8 @@ const getCardClassNames = (
   checkBoxOrRadio: boolean,
   cardClassName?: string,
 ) => {
-  const baseClasses = 'field-card-container relative z-20 h-full w-full transition-all';
+  const baseClasses =
+    'field--FieldRootContainer field-card-container relative z-20 h-full w-full transition-all';
 
   const insertedClasses =
     'bg-primary/20 border-primary ring-primary/20 ring-offset-primary/20 ring-2 ring-offset-2 dark:shadow-none';
@@ -141,6 +142,7 @@ export function FieldRootContainer({ field, children, cardClassName }: FieldCont
       <Card
         id={`field-${field.id}`}
         ref={ref}
+        data-field-type={field.type}
         data-inserted={field.inserted ? 'true' : 'false'}
         className={cardClassNames}
       >

packages/ui/primitives/document-flow/field-item.tsx

@@ -12,6 +12,7 @@ import { match } from 'ts-pattern';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import type { TFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import { ZCheckboxFieldMeta, ZRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { FieldType } from '@documenso/prisma/client';
 
 import { useSignerColors } from '../../lib/signer-colors';
 import { cn } from '../../lib/utils';
@@ -185,11 +186,35 @@ export const FieldItem = ({
     () => hasFieldMetaValues('CHECKBOX', field.fieldMeta, ZCheckboxFieldMeta),
     [field.fieldMeta],
   );
+
   const radioHasValues = useMemo(
     () => hasFieldMetaValues('RADIO', field.fieldMeta, ZRadioFieldMeta),
     [field.fieldMeta],
   );
 
+  const hasCheckedValues = (fieldMeta: TFieldMetaSchema, type: FieldType) => {
+    if (!fieldMeta || (type !== FieldType.RADIO && type !== FieldType.CHECKBOX)) {
+      return false;
+    }
+
+    if (type === FieldType.RADIO) {
+      const parsed = ZRadioFieldMeta.parse(fieldMeta);
+      return parsed.values?.some((value) => value.checked) ?? false;
+    }
+
+    if (type === FieldType.CHECKBOX) {
+      const parsed = ZCheckboxFieldMeta.parse(fieldMeta);
+      return parsed.values?.some((value) => value.checked) ?? false;
+    }
+
+    return false;
+  };
+
+  const fieldHasCheckedValues = useMemo(
+    () => hasCheckedValues(field.fieldMeta, field.type),
+    [field.fieldMeta, field.type],
+  );
+
   const fixedSize = checkBoxHasValues || radioHasValues;
 
   return createPortal(
@@ -229,6 +254,21 @@ export const FieldItem = ({
         onMove?.(d.node);
       }}
     >
+      {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
+        field.fieldMeta?.label && (
+          <div
+            className={cn(
+              'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
+              {
+                'bg-foreground/5 border-primary border': !fieldHasCheckedValues,
+                'bg-documenso-200 border-primary border': fieldHasCheckedValues,
+              },
+            )}
+          >
+            {field.fieldMeta.label}
+          </div>
+        )}
+
       <div
         className={cn(
           'relative flex h-full w-full items-center justify-center bg-white',

packages/ui/primitives/document-flow/field-items-advanced-settings/checkbox-field.tsx

@@ -126,6 +126,18 @@ export const CheckboxFieldAdvancedSettings = ({
 
   return (
     <div className="flex flex-col gap-4">
+      <div className="mb-2">
+        <Label>
+          <Trans>Label</Trans>
+        </Label>
+        <Input
+          id="label"
+          className="bg-background mt-2"
+          placeholder={_(msg`Field label`)}
+          value={fieldState.label}
+          onChange={(e) => handleFieldChange('label', e.target.value)}
+        />
+      </div>
       <div className="flex flex-row items-center gap-x-4">
         <div className="flex w-2/3 flex-col">
           <Label>

packages/ui/primitives/document-flow/field-items-advanced-settings/dropdown-field.tsx

@@ -105,8 +105,12 @@ export const DropdownFieldAdvancedSettings = ({
           <Trans>Select default option</Trans>
         </Label>
         <Select
-          defaultValue={defaultValue}
+          value={defaultValue}
           onValueChange={(val) => {
+            if (!val) {
+              return;
+            }
+
             setDefaultValue(val);
             handleFieldChange('defaultValue', val);
           }}
@@ -172,7 +176,7 @@ export const DropdownFieldAdvancedSettings = ({
               />
               <button
                 type="button"
-                className="col-span-1 mt-auto inline-flex h-10 w-10 items-center  text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                className="col-span-1 mt-auto inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
                 onClick={() => removeValue(index)}
               >
                 <Trash className="h-5 w-5" />

packages/ui/primitives/document-flow/field-items-advanced-settings/radio-field.tsx

@@ -2,7 +2,8 @@
 
 import { useEffect, useState } from 'react';
 
-import { Trans } from '@lingui/macro';
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
 import { ChevronDown, ChevronUp, Trash } from 'lucide-react';
 
 import { validateRadioField } from '@documenso/lib/advanced-fields-validation/validate-radio';
@@ -27,6 +28,8 @@ export const RadioFieldAdvancedSettings = ({
   handleFieldChange,
   handleErrors,
 }: RadioFieldAdvancedSettingsProps) => {
+  const { _ } = useLingui();
+
   const [showValidation, setShowValidation] = useState(false);
   const [values, setValues] = useState(
     fieldState.values ?? [{ id: 1, checked: false, value: 'Default value' }],
@@ -102,6 +105,18 @@ export const RadioFieldAdvancedSettings = ({
   return (
     <div className="flex flex-col gap-4">
       <div className="flex flex-col gap-4">
+        <div>
+          <Label>
+            <Trans>Label</Trans>
+          </Label>
+          <Input
+            id="label"
+            className="bg-background mt-2"
+            placeholder={_(msg`Field label`)}
+            value={fieldState.label}
+            onChange={(e) => handleFieldChange('label', e.target.value)}
+          />
+        </div>
         <div className="flex flex-row items-center gap-2">
           <Switch
             className="bg-background"

packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx

@@ -126,7 +126,13 @@ export const TextFieldAdvancedSettings = ({
 
         <Select
           value={fieldState.textAlign}
-          onValueChange={(value) => handleInput('textAlign', value)}
+          onValueChange={(value) => {
+            if (!value) {
+              return;
+            }
+
+            handleInput('textAlign', value);
+          }}
         >
           <SelectTrigger className="bg-background mt-2">
             <SelectValue placeholder="Select text align" />