v1.12.0-rc.1

Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.

.env.example

@@ -1,5 +1,4 @@
 # [[AUTH]]
-NEXTAUTH_URL="http://localhost:3000"
 NEXTAUTH_SECRET="secret"
 
 # [[CRYPTO]]
@@ -19,14 +18,10 @@ NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""
 NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
 NEXT_PRIVATE_OIDC_PROVIDER_LABEL="OIDC"
-# This can be used to still allow signups for OIDC connections
-# when signup is disabled via `NEXT_PUBLIC_DISABLE_SIGNUP`
-NEXT_PRIVATE_OIDC_ALLOW_SIGNUP=""
 NEXT_PRIVATE_OIDC_SKIP_VERIFY=""
 
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
-NEXT_PUBLIC_MARKETING_URL="http://localhost:3001"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
@@ -113,13 +108,9 @@ NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
 # [[STRIPE]]
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
-NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID=
 
 # [[BACKGROUND JOBS]]
 NEXT_PRIVATE_JOBS_PROVIDER="local"
-NEXT_PRIVATE_TRIGGER_API_KEY=
-NEXT_PRIVATE_TRIGGER_API_URL=
 NEXT_PRIVATE_INNGEST_EVENT_KEY=
 
 # [[FEATURES]]
@@ -135,10 +126,5 @@ E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
 E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 
-# This is only required for the marketing site
-# [[REDIS]]
-NEXT_PRIVATE_REDIS_URL=
-NEXT_PRIVATE_REDIS_TOKEN=
-
 # [[LOGGER]]
 NEXT_PRIVATE_LOGGER_HONEY_BADGER_API_KEY=

.eslintrc.cjs

@@ -5,6 +5,7 @@ module.exports = {
   rules: {
     '@next/next/no-img-element': 'off',
     'no-unreachable': 'error',
+    'react-hooks/exhaustive-deps': 'off',
   },
   settings: {
     next: {

.github/actions/cache-build/action.yml

@@ -1,23 +0,0 @@
-name: Cache production build binaries
-description: 'Cache or restore if necessary'
-inputs:
-  node_version:
-    required: false
-    default: v20.x
-runs:
-  using: 'composite'
-  steps:
-    - name: Cache production build
-      uses: actions/cache@v3
-      id: production-build-cache
-      with:
-        path: |
-          ${{ github.workspace }}/apps/web/.next
-          **/.turbo/**
-          **/dist/**
-
-        key: prod-build-${{ github.run_id }}-${{ hashFiles('package-lock.json') }}
-        restore-keys: prod-build-
-
-    - run: npm run build
-      shell: bash

.github/actions/node-install/action.yml

@@ -2,7 +2,7 @@ name: 'Setup node and cache node_modules'
 inputs:
   node_version:
     required: false
-    default: v20.x
+    default: v22.x
 
 runs:
   using: 'composite'

.github/workflows/ci.yml

@@ -26,7 +26,8 @@ jobs:
       - name: Copy env
         run: cp .env.example .env
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
 
   build_docker:
     name: Build Docker Image

.github/workflows/clean-cache.yml

@@ -1,29 +0,0 @@
-name: cleanup caches by a branch
-on:
-  pull_request:
-    types:
-      - closed
-
-jobs:
-  cleanup:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Cleanup
-        run: |
-          gh extension install actions/gh-actions-cache
-
-          echo "Fetching list of cache key"
-          cacheKeysForPR=$(gh actions-cache list -R $REPO -B $BRANCH -L 100 | cut -f 1 )
-
-          ## Setting this to not fail the workflow while deleting cache keys. 
-          set +e
-          echo "Deleting caches..."
-          for cacheKey in $cacheKeysForPR
-          do
-              gh actions-cache delete $cacheKey -R $REPO -B $BRANCH --confirm
-          done
-          echo "Done"
-        env:
-          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-          REPO: ${{ github.repository }}
-          BRANCH: refs/pull/${{ github.event.pull_request.number }}/merge

.github/workflows/codeql-analysis.yml

@@ -10,7 +10,7 @@ on:
 jobs:
   analyze:
     name: Analyze
-    runs-on: ubuntu-22.04
+    runs-on: ubuntu-latest
     permissions:
       actions: read
       contents: read
@@ -30,7 +30,8 @@ jobs:
 
       - uses: ./.github/actions/node-install
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
 
       - name: Initialize CodeQL
         uses: github/codeql-action/init@v3

.github/workflows/e2e-tests.yml

@@ -1,7 +1,7 @@
 name: Playwright Tests
 on:
   push:
-    branches: ['main']
+    branches: ['main', 'feat/rr7']
   pull_request:
     branches: ['main']
 jobs:
@@ -28,7 +28,11 @@ jobs:
       - name: Seed the database
         run: npm run prisma:seed
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
+
+      - name: Install playwright browsers
+        run: npx playwright install --with-deps
 
       - name: Run Playwright tests
         run: npm run ci

.gitpod.yml

@@ -4,9 +4,7 @@ tasks:
       npm run dx:up &&
       cp .env.example .env &&
       set -a; source .env &&
-      export NEXTAUTH_URL="$(gp url 3000)" &&
       export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
-      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
     command: npm run d
 
 ports:

.husky/commit-msg

@@ -1,4 +1 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 npm run commitlint -- $1

.husky/pre-commit

@@ -1,15 +1,9 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
 MONOREPO_ROOT="$(readlink -f "$SCRIPT_DIR/../")"
 
-echo "Copying pdf.js"
-npm run copy:pdfjs --workspace apps/**
-
 echo "Copying .well-known/ contents"
 node "$MONOREPO_ROOT/scripts/copy-wellknown.cjs"
 
-git add "$MONOREPO_ROOT/apps/web/public/"
+git add "$MONOREPO_ROOT/apps/remix/public/"
 
 npx lint-staged

.npmrc

@@ -1 +1,3 @@
 auto-install-peers = true
+legacy-peer-deps = true
+prefer-dedupe = true

README.md

@@ -1,7 +1,3 @@
-> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="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>
-
 <img src="https://github.com/documenso/documenso/assets/13398220/a643571f-0239-46a6-a73e-6bef38d1228b" alt="Documenso Logo">
 
 <p align="center" style="margin-top: 20px">
@@ -73,9 +69,9 @@ Contact us if you are interested in our Enterprise plan for large organizations
 <a href="https://cal.com/timurercan/enterprise-customers?utm_source=banner&utm_campaign=oss"><img alt="Book us with Cal.com" src="https://cal.com/book-with-cal-dark.svg" /></a>
 
 ## Tech Stack
+
 <p align="left">
   <a href="https://www.typescriptlang.org"><img src="https://shields.io/badge/TypeScript-3178C6?logo=TypeScript&logoColor=FFF&style=flat-square" alt="TypeScript"></a>
-  <a href="https://nextjs.org/"><img src="https://img.shields.io/badge/next.js-000000?style=flat-square&logo=nextdotjs&logoColor=white" alt="NextJS"></a>
   <a href="https://prisma.io"><img width="122" height="20" src="http://made-with.prisma.io/indigo.svg" alt="Made with Prisma" /></a>
   <a href="https://tailwindcss.com/"><img src="https://img.shields.io/badge/tailwindcss-0F172A?&logo=tailwindcss" alt="Tailwind CSS"></a>
   <a href=""><img src="" alt=""></a>
@@ -85,20 +81,17 @@ Contact us if you are interested in our Enterprise plan for large organizations
   <a href=""><img src="" alt=""></a>
 </p>
 
-
 - [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
-- [Prisma](https://www.prisma.io/)  - ORM
+- [ReactRouter](https://reactrouter.com/) - Framework
+- [Prisma](https://www.prisma.io/) - ORM
 - [Tailwind](https://tailwindcss.com/) - CSS
 - [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
 - [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
 - [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
 - [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
-- [Vercel](https://vercel.com) - Hosting
 
 <!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
 
@@ -108,7 +101,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
 
 To run Documenso locally, you will need
 
-- Node.js (v18 or above)
+- Node.js (v22 or above)
 - Postgres SQL Database
 - Docker (optional)
 
@@ -171,10 +164,8 @@ git clone https://github.com/<your-username>/documenso
 
 4. Set the following environment variables:
 
-   - NEXTAUTH_URL
    - NEXTAUTH_SECRET
    - NEXT_PUBLIC_WEBAPP_URL
-   - NEXT_PUBLIC_MARKETING_URL
    - NEXT_PRIVATE_DATABASE_URL
    - NEXT_PRIVATE_DIRECT_DATABASE_URL
    - NEXT_PRIVATE_SMTP_FROM_NAME
@@ -243,16 +234,14 @@ cp .env.example .env
 
 The following environment variables must be set:
 
-- `NEXTAUTH_URL`
 - `NEXTAUTH_SECRET`
 - `NEXT_PUBLIC_WEBAPP_URL`
-- `NEXT_PUBLIC_MARKETING_URL`
 - `NEXT_PRIVATE_DATABASE_URL`
 - `NEXT_PRIVATE_DIRECT_DATABASE_URL`
 - `NEXT_PRIVATE_SMTP_FROM_NAME`
 - `NEXT_PRIVATE_SMTP_FROM_ADDRESS`
 
-> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for both `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
+> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for the `NEXT_PUBLIC_WEBAPP_URL` variable!
 
 Now you can install the dependencies and build it:
 

apps/documentation/components/call-to-action.tsx

@@ -1,7 +1,7 @@
 import Link from 'next/link';
 
-import { Button } from '../primitives/button';
-import { Card, CardContent } from '../primitives/card';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
 
 type CallToActionProps = {
   className?: string;

apps/documentation/next.config.js

@@ -1,3 +1,5 @@
+import nextra from 'nextra';
+
 /** @type {import('next').NextConfig} */
 const nextConfig = {
   transpilePackages: [
@@ -9,9 +11,10 @@ const nextConfig = {
   ],
 };
 
-const withNextra = require('nextra')({
+const withNextra = nextra({
   theme: 'nextra-theme-docs',
   themeConfig: './theme.config.tsx',
+  codeHighlight: true,
 });
 
-module.exports = withNextra(nextConfig);
+export default withNextra(nextConfig);

apps/documentation/package.json

@@ -7,8 +7,7 @@
     "build": "next build",
     "start": "next start -p 3002",
     "lint:fix": "next lint --fix",
-    "clean": "rimraf .next && rimraf node_modules",
-    "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
+    "clean": "rimraf .next && rimraf node_modules"
   },
   "dependencies": {
     "@documenso/assets": "*",
@@ -16,7 +15,7 @@
     "@documenso/tailwind-config": "*",
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
-    "next": "14.2.6",
+    "next": "14.2.28",
     "next-plausible": "^3.12.0",
     "nextra": "^2.13.4",
     "nextra-theme-docs": "^2.13.4",

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",
+  "authoring": "Authoring"
 }

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

@@ -0,0 +1,167 @@
+---
+title: Authoring
+description: Learn how to use embedded authoring to create documents and templates in your application
+---
+
+# Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
+
+## How Embedded Authoring Works
+
+The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
+
+## Creating Documents with Embedded Authoring
+
+To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
+
+```jsx
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+const DocumentCreator = () => {
+  // You'll need to obtain a presign token using your API key
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          console.log('Document created with ID:', data.documentId);
+          console.log('External reference ID:', data.externalId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Obtaining a Presign Token
+
+Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
+
+You can create a presign token by making a request to:
+
+```
+POST /api/v2-beta/embedding/create-presign-token
+```
+
+This API endpoint requires authentication with your Documenso API key. The token has a default expiration of 1 hour, but you can customize this duration based on your security requirements.
+
+You can find more details on this request at our [API Documentation](https://openapi.documenso.com/reference#tag/embedding)
+
+## Configuration Options
+
+The `EmbedCreateDocument` component accepts several configuration options:
+
+| Option             | Type    | Description                                                        |
+| ------------------ | ------- | ------------------------------------------------------------------ |
+| `presignToken`     | string  | **Required**. The authentication token for the embedding session.  |
+| `externalId`       | string  | Optional reference ID from your system to link with the document.  |
+| `host`             | string  | Optional custom host URL. Defaults to `https://app.documenso.com`. |
+| `css`              | string  | Optional custom CSS to style the embedded component.               |
+| `cssVars`          | object  | Optional CSS variables for colors, spacing, and more.              |
+| `darkModeDisabled` | boolean | Optional flag to disable dark mode.                                |
+| `className`        | string  | Optional CSS class name for the iframe.                            |
+
+## Feature Toggles
+
+You can customize the authoring experience by enabling or disabling specific features:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  features={{
+    allowConfigureSignatureTypes: true,
+    allowConfigureLanguage: true,
+    allowConfigureDateFormat: true,
+    allowConfigureTimezone: true,
+    allowConfigureRedirectUrl: true,
+    allowConfigureCommunication: true,
+  }}
+/>
+```
+
+## Handling Document Creation Events
+
+The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  externalId="order-12345"
+  onDocumentCreated={(data) => {
+    // Navigate to a success page
+    navigate(`/documents/success?id=${data.documentId}`);
+
+    // Or update your database with the document ID
+    updateOrderDocument(data.externalId, data.documentId);
+  }}
+/>
+```
+
+## Styling the Embedded Component
+
+You can customize the appearance of the embedded component using standard CSS classes:
+
+```jsx
+<EmbedCreateDocument
+  className="h-screen w-full rounded-lg border-none shadow-md"
+  presignToken="YOUR_PRESIGN_TOKEN"
+  css={`
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+    }
+  `}
+  cssVars={{
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  }}
+/>
+```
+
+## Complete Integration Example
+
+Here's a complete example of integrating document creation in a React application:
+
+```tsx
+import { useState } from 'react';
+
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+function DocumentCreator() {
+  // In a real application, you would fetch this token from your backend
+  // using your API key at /api/v2-beta/embedding/create-presign-token
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const [documentId, setDocumentId] = useState<number | null>(null);
+
+  if (documentId) {
+    return (
+      <div>
+        <h2>Document Created Successfully!</h2>
+        <p>Document ID: {documentId}</p>
+        <button onClick={() => setDocumentId(null)}>Create Another Document</button>
+      </div>
+    );
+  }
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          setDocumentId(data.documentId);
+        }}
+      />
+    </div>
+  );
+}
+
+export default DocumentCreator;
+```
+
+With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.

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',
   }}
 />
 ```
@@ -169,6 +169,19 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 
 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.
 
+## Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports **embedded authoring**, allowing your users to create documents and templates directly within your application.
+
+With embedded authoring, you can:
+
+- Create new documents with custom fields
+- Configure document properties and settings
+- Set up recipients and signing workflows
+- Customize the authoring experience
+
+For detailed implementation instructions and code examples, see our [Embedded Authoring](/developers/embedding/authoring) guide.
+
 ## Related
 
 - [React Integration](/developers/embedding/react)
@@ -178,3 +191,4 @@ If you're using **web components**, the integration process is slightly differen
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
 - [CSS Variables](/developers/embedding/css-variables)
+- [Embedded Authoring](/developers/embedding/authoring)

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/local-development/index.mdx

@@ -16,18 +16,16 @@ Pick the one that fits your needs the best.
 ## Tech Stack
 
 - [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
+- [React Router](https://reactrouter.com/) - Framework
 - [Prisma](https://www.prisma.io/) - ORM
 - [Tailwind](https://tailwindcss.com/) - CSS
 - [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
 - [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
 - [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
 - [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
-- [Vercel](https://vercel.com) - Hosting
 
 <div className="mt-16 flex items-center justify-center gap-4">
   <a href="https://documen.so/discord">

apps/documentation/pages/developers/local-development/manual.mdx

@@ -32,10 +32,8 @@ Run `npm i` in the root directory to install the dependencies required for the p
 Set up the following environment variables in the `.env` file:
 
 ```bash
-NEXTAUTH_URL
 NEXTAUTH_SECRET
 NEXT_PUBLIC_WEBAPP_URL
-NEXT_PUBLIC_MARKETING_URL
 NEXT_PRIVATE_DATABASE_URL
 NEXT_PRIVATE_DIRECT_DATABASE_URL
 NEXT_PRIVATE_SMTP_FROM_NAME

apps/documentation/pages/developers/local-development/translations.mdx

@@ -13,35 +13,13 @@ Documenso uses the following stack to handle translations:
 
 Additional reading can be found in the [Lingui documentation](https://lingui.dev/introduction).
 
-## Requirements
-
-You **must** insert **`setupI18nSSR()`** when creating any of the following files:
-
-- Server layout.tsx
-- Server page.tsx
-- Server loading.tsx
-
-Server meaning it does not have `'use client'` in it.
-
-```tsx
-import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
-
-export default function SomePage() {
-  setupI18nSSR(); // Required if there are translations within the page, or nested in components.
-
-  // Rest of code...
-}
-```
-
-Additional information can be found [here.](https://lingui.dev/tutorials/react-rsc#pages-layouts-and-lingui)
-
 ## Quick guide
 
 If you require more in-depth information, please see the [Lingui documentation](https://lingui.dev/introduction).
 
 ### HTML
 
-Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/macro** (not @lingui/react).
+Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/react/macro**.
 
 ```html
 <h1>
@@ -64,8 +42,9 @@ For text that is broken into elements, but represent a whole sentence, you must
 ### Constants outside of react components
 
 ```tsx
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
 // Wrap text in msg`text to translate` when it's in a constant here, or another file/package.
 export const CONSTANT_WITH_MSG = {
@@ -98,31 +77,13 @@ Lingui provides a Plural component to make it easy. See full documentation [here
 
 Lingui provides a [DateTime instance](https://lingui.dev/ref/core#i18n.date) with the configured locale.
 
-#### Server components
-
-Note that the i18n instance is coming from **setupI18nSSR**.
-
 ```tsx
 import { Trans } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
 
 export const SomeComponent = () => {
-  const { i18n } = setupI18nSSR();
+  const { i18n } = useLingui();
 
   return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
 };
 ```
-
-#### Client components
-
-Note that the i18n instance is coming from the **import**.
-
-```tsx
-import { i18n } from '@lingui/core';
-import { Trans } from '@lingui/macro';
-import { useLingui } from '@lingui/react';
-
-export const SomeComponent = () => {
-  return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
-};
-```

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

@@ -3,6 +3,8 @@ title: Public API
 description: Learn how to interact with your documents programmatically using the Documenso public API.
 ---
 
+import { Callout, Steps } from 'nextra/components';
+
 # Public API
 
 Documenso provides a public REST API enabling you to interact with your documents programmatically. The API exposes various HTTP endpoints that allow you to perform operations such as:
@@ -13,10 +15,35 @@ Documenso provides a public REST API enabling you to interact with your document
 
 The documentation walks you through creating API keys and using them to authenticate your API requests. You'll also learn about the available endpoints, request and response formats, and how to use the API.
 
-## Swagger Documentation
+## API V1 - Stable
 
-The [Swagger documentation](https://app.documenso.com/api/v1/openapi) also provides information about the API endpoints, request parameters, response formats, and authentication methods.
+Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+## API V2 - Beta
+
+<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
+
+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)
 
 ## Availability
 
-The API is available to individual users and teams.
+The API is available to individual users, teams and higher plans. [Fair Use](https://documen.so/fair) applies.

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/developers/self-hosting/how-to.mdx

@@ -5,7 +5,7 @@ description: Learn how to self-host Documenso on your server or cloud infrastruc
 
 import { Callout, Steps } from 'nextra/components';
 
-import { CallToAction } from '@documenso/ui/components/call-to-action';
+import { CallToAction } from '../../../components/call-to-action';
 
 # Self Hosting
 
@@ -35,10 +35,8 @@ cp .env.example .env
 Open the `.env` file and fill in the following variables:
 
 ```bash
-- NEXTAUTH_URL
 - NEXTAUTH_SECRET
 - NEXT_PUBLIC_WEBAPP_URL
-- NEXT_PUBLIC_MARKETING_URL
 - NEXT_PRIVATE_DATABASE_URL
 - NEXT_PRIVATE_DIRECT_DATABASE_URL
 - NEXT_PRIVATE_SMTP_FROM_NAME
@@ -46,8 +44,8 @@ Open the `.env` file and fill in the following variables:
 ```
 
 <Callout type="info">
-  If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for both
-  the `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
+  If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for the
+  `NEXT_PUBLIC_WEBAPP_URL` variable!
 </Callout>
 
 ### Install the Dependencies
@@ -171,7 +169,6 @@ Run the Docker container with the required environment variables:
 ```bash
 docker run -d \
  -p 3000:3000 \
- -e NEXTAUTH_URL="<your-nextauth-url>"
  -e NEXTAUTH_SECRET="<your-nextauth-secret>"
  -e NEXT_PRIVATE_ENCRYPTION_KEY="<your-next-private-encryption-key>"
  -e NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-next-private-encryption-secondary-key>"
@@ -200,7 +197,6 @@ The environment variables listed above are a subset of those available for confi
 | Variable                                     | Description                                                                                         |
 | -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
 | `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                            |
-| `NEXTAUTH_URL`                               | The URL for the NextAuth.js authentication service.                                                 |
 | `NEXTAUTH_SECRET`                            | The secret key used by NextAuth.js for encryption and signing.                                      |
 | `NEXT_PRIVATE_ENCRYPTION_KEY`                | The primary encryption key for symmetric encryption and decryption (at least 32 characters).        |
 | `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY`      | The secondary encryption key for symmetric encryption and decryption (at least 32 characters).      |

apps/documentation/pages/developers/self-hosting/index.mdx

@@ -3,7 +3,7 @@ title: Getting Started with Self-Hosting
 description: A step-by-step guide to setting up and hosting your own Documenso instance.
 ---
 
-import { CallToAction } from '@documenso/ui/components/call-to-action';
+import { CallToAction } from '../../../components/call-to-action';
 
 # Getting Started with Self-Hosting
 

apps/documentation/pages/developers/webhooks.mdx

@@ -21,6 +21,7 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 - `document.signed`
 - `document.completed`
 - `document.rejected`
+- `document.cancelled`
 
 ## Create a webhook subscription
 
@@ -37,7 +38,7 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
 To create a new webhook subscription, you need to provide the following information:
 
 - Enter the webhook URL that will receive the event payload.
-- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`.
+- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
 - Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
 
 ![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
@@ -528,6 +529,96 @@ Example payload for the `document.rejected` event:
 }
 ```
 
+Example payload for the `document.rejected` event:
+
+```json
+{
+  "event": "DOCUMENT_CANCELLED",
+  "payload": {
+    "id": 7,
+    "externalId": null,
+    "userId": 3,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "cm6exvn93006hi02ru90a265a",
+    "createdAt": "2025-01-27T11:02:14.393Z",
+    "updatedAt": "2025-01-27T11:03:16.387Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "cm6exvn96006ji02rqvzjvwoy",
+      "subject": "",
+      "message": "",
+      "timezone": "Etc/UTC",
+      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
+      "redirectUrl": "",
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": {
+        "documentDeleted": true,
+        "documentPending": true,
+        "recipientSigned": true,
+        "recipientRemoved": true,
+        "documentCompleted": true,
+        "ownerDocumentCompleted": true,
+        "recipientSigningRequest": true
+      }
+    },
+    "recipients": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "mybirihix@mailinator.com",
+        "name": "Zorita Baird",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ],
+    "Recipient": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2025-01-27T11:03:27.730Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
 ## Availability
 
 Webhooks are available to individual users and teams.

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/documentation/providers/plausible.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import React from 'react';
 
 import NextPlausibleProvider from 'next-plausible';

apps/documentation/theme.config.tsx

@@ -19,6 +19,22 @@ const themeConfig: DocsThemeConfig = {
         <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
         <link rel="icon" type="image/png" sizes="32x32" href="/favicon-32x32.png" />
         <link rel="icon" type="image/png" sizes="16x16" href="/favicon-16x16.png" />
+        <script
+          dangerouslySetInnerHTML={{
+            __html: `
+            !function(){
+             if (location.hostname === 'localhost') return;
+              var e="6c236490c9a68c1",
+                  t=function(){Reo.init({ clientID: e })},
+                  n=document.createElement("script");
+              n.src="https://static.reo.dev/"+e+"/reo.js";
+              n.defer=true;
+              n.onload=t;
+              document.head.appendChild(n);
+            }();
+          `,
+          }}
+        />
       </>
     );
   },

apps/openpage-api/lib/add-zero-month.ts

@@ -0,0 +1,54 @@
+import { DateTime } from 'luxon';
+
+export interface TransformedData {
+  labels: string[];
+  datasets: Array<{
+    label: string;
+    data: number[];
+  }>;
+}
+
+export function addZeroMonth(transformedData: TransformedData): TransformedData {
+  const result = {
+    labels: [...transformedData.labels],
+    datasets: transformedData.datasets.map((dataset) => ({
+      label: dataset.label,
+      data: [...dataset.data],
+    })),
+  };
+
+  if (result.labels.length === 0) {
+    return result;
+  }
+
+  if (result.datasets.every((dataset) => dataset.data[0] === 0)) {
+    return result;
+  }
+
+  try {
+    let firstMonth = DateTime.fromFormat(result.labels[0], 'MMM yyyy');
+    if (!firstMonth.isValid) {
+      const formats = ['MMM yyyy', 'MMMM yyyy', 'MM/yyyy', 'yyyy-MM'];
+
+      for (const format of formats) {
+        firstMonth = DateTime.fromFormat(result.labels[0], format);
+        if (firstMonth.isValid) break;
+      }
+
+      if (!firstMonth.isValid) {
+        console.warn(`Could not parse date: "${result.labels[0]}"`);
+        return transformedData;
+      }
+    }
+
+    const zeroMonth = firstMonth.minus({ months: 1 }).toFormat('MMM yyyy');
+    result.labels.unshift(zeroMonth);
+    result.datasets.forEach((dataset) => {
+      dataset.data.unshift(0);
+    });
+
+    return result;
+  } catch (error) {
+    return transformedData;
+  }
+}

apps/openpage-api/lib/growth/get-monthly-completed-document.ts

@@ -1,7 +1,9 @@
+import { DocumentStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
-import { DocumentStatus } from '@documenso/prisma/client';
+
+import { addZeroMonth } from '../add-zero-month';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
@@ -35,7 +37,7 @@ export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative'
     ],
   };
 
-  return transformedData;
+  return addZeroMonth(transformedData);
 };
 
 export type GetCompletedDocumentsMonthlyResult = Awaited<

apps/openpage-api/lib/growth/get-signer-conversion.ts

@@ -2,6 +2,8 @@ import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
 
+import { addZeroMonth } from '../add-zero-month';
+
 export const getSignerConversionMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
     .selectFrom('Recipient')
@@ -34,7 +36,7 @@ export const getSignerConversionMonthly = async (type: 'count' | 'cumulative' =
     ],
   };
 
-  return transformedData;
+  return addZeroMonth(transformedData);
 };
 
 export type GetSignerConversionMonthlyResult = Awaited<

apps/openpage-api/lib/growth/get-user-monthly-growth.ts

@@ -2,6 +2,8 @@ import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
 
+import { addZeroMonth } from '../add-zero-month';
+
 export const getUserMonthlyGrowth = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
     .selectFrom('User')
@@ -32,7 +34,7 @@ export const getUserMonthlyGrowth = async (type: 'count' | 'cumulative' = 'count
     ],
   };
 
-  return transformedData;
+  return addZeroMonth(transformedData);
 };
 
 export type GetUserMonthlyGrowthResult = Awaited<ReturnType<typeof getUserMonthlyGrowth>>;

apps/openpage-api/lib/transform-data.ts

@@ -1,5 +1,7 @@
 import { DateTime } from 'luxon';
 
+import { addZeroMonth } from './add-zero-month';
+
 type MetricKeys = {
   stars: number;
   forks: number;
@@ -37,31 +39,77 @@ export function transformData({
   data: DataEntry;
   metric: MetricKey;
 }): TransformData {
-  const sortedEntries = Object.entries(data).sort(([dateA], [dateB]) => {
-    const [yearA, monthA] = dateA.split('-').map(Number);
-    const [yearB, monthB] = dateB.split('-').map(Number);
+  try {
+    if (!data || Object.keys(data).length === 0) {
+      return {
+        labels: [],
+        datasets: [{ label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`, data: [] }],
+      };
+    }
 
-    return DateTime.local(yearA, monthA).toMillis() - DateTime.local(yearB, monthB).toMillis();
-  });
+    const sortedEntries = Object.entries(data).sort(([dateA], [dateB]) => {
+      try {
+        const [yearA, monthA] = dateA.split('-').map(Number);
+        const [yearB, monthB] = dateB.split('-').map(Number);
 
-  const labels = sortedEntries.map(([date]) => {
-    const [year, month] = date.split('-');
-    const dateTime = DateTime.fromObject({
-      year: Number(year),
-      month: Number(month),
+        if (isNaN(yearA) || isNaN(monthA) || isNaN(yearB) || isNaN(monthB)) {
+          console.warn(`Invalid date format: ${dateA} or ${dateB}`);
+          return 0;
+        }
+
+        return DateTime.local(yearA, monthA).toMillis() - DateTime.local(yearB, monthB).toMillis();
+      } catch (error) {
+        console.error('Error sorting entries:', error);
+        return 0;
+      }
     });
-    return dateTime.toFormat('MMM yyyy');
-  });
 
-  return {
-    labels,
-    datasets: [
-      {
-        label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`,
-        data: sortedEntries.map(([_, stats]) => stats[metric]),
-      },
-    ],
-  };
+    const labels = sortedEntries.map(([date]) => {
+      try {
+        const [year, month] = date.split('-');
+
+        if (!year || !month || isNaN(Number(year)) || isNaN(Number(month))) {
+          console.warn(`Invalid date format: ${date}`);
+          return date;
+        }
+
+        const dateTime = DateTime.fromObject({
+          year: Number(year),
+          month: Number(month),
+        });
+
+        if (!dateTime.isValid) {
+          console.warn(`Invalid DateTime object for: ${date}`);
+          return date;
+        }
+
+        return dateTime.toFormat('MMM yyyy');
+      } catch (error) {
+        console.error('Error formatting date:', error, date);
+        return date;
+      }
+    });
+
+    const transformedData = {
+      labels,
+      datasets: [
+        {
+          label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`,
+          data: sortedEntries.map(([_, stats]) => {
+            const value = stats[metric];
+            return typeof value === 'number' && !isNaN(value) ? value : 0;
+          }),
+        },
+      ],
+    };
+
+    return addZeroMonth(transformedData);
+  } catch (error) {
+    return {
+      labels: [],
+      datasets: [{ label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`, data: [] }],
+    };
+  }
 }
 
 // To be on the safer side

apps/openpage-api/package.json

@@ -7,13 +7,12 @@
     "build": "next build",
     "start": "next start",
     "lint:fix": "next lint --fix",
-    "clean": "rimraf .next && rimraf node_modules",
-    "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
+    "clean": "rimraf .next && rimraf node_modules"
   },
   "dependencies": {
     "@documenso/prisma": "*",
     "luxon": "^3.5.0",
-    "next": "14.2.6"
+    "next": "14.2.28"
   },
   "devDependencies": {
     "@types/node": "^20",

apps/remix/.bin/build.sh

@@ -0,0 +1,37 @@
+#!/usr/bin/env bash
+
+# Exit on error.
+set -e
+
+SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
+WEB_APP_DIR="$SCRIPT_DIR/.."
+
+# Store the original directory
+ORIGINAL_DIR=$(pwd)
+
+# Set up trap to ensure we return to original directory
+trap 'cd "$ORIGINAL_DIR"' EXIT
+
+cd "$WEB_APP_DIR"
+
+start_time=$(date +%s)
+
+echo "[Build]: Extracting and compiling translations"
+npm run translate --prefix ../../
+
+echo "[Build]: Building app"
+npm run build:app
+
+echo "[Build]: Building server"
+npm run build:server
+
+# Copy over the entry point for the server.
+cp server/main.js build/server/main.js
+
+# Copy over all web.js translations
+cp -r ../../packages/lib/translations build/server/hono/packages/lib/translations
+
+# Time taken
+end_time=$(date +%s)
+
+echo "[Build]: Done in $((end_time - start_time)) seconds"

apps/remix/.bin/stripe-dev.sh

@@ -0,0 +1,77 @@
+#!/usr/bin/env bash
+
+# Set Error handling
+set -eu
+
+SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
+WEB_APP_DIR="$SCRIPT_DIR/.."
+
+# Store the original directory
+ORIGINAL_DIR=$(pwd)
+
+# Set up trap to ensure we return to original directory
+trap 'cd "$ORIGINAL_DIR"' EXIT
+
+cd "$WEB_APP_DIR"
+
+# Define env file paths
+ENV_LOCAL_FILE="../../.env.local"
+
+# Function to load environment variable from env files
+load_env_var() {
+  local var_name=$1
+  local var_value=""
+
+  if [ -f "$ENV_LOCAL_FILE" ]; then
+    var_value=$(grep "^$var_name=" "$ENV_LOCAL_FILE" | cut -d '=' -f2)
+  fi
+
+  # Remove quotes if present
+  var_value=$(echo "$var_value" | sed 's/^"\(.*\)"$/\1/' | sed "s/^'\(.*\)'$/\1/")
+
+  echo "$var_value"
+}
+
+NEXT_PUBLIC_FEATURE_BILLING_ENABLED=$(load_env_var "NEXT_PUBLIC_FEATURE_BILLING_ENABLED")
+
+# Check if NEXT_PUBLIC_FEATURE_BILLING_ENABLED is equal to true
+if [ "$NEXT_PUBLIC_FEATURE_BILLING_ENABLED" != "true" ]; then
+  echo "[ERROR]: NEXT_PUBLIC_FEATURE_BILLING_ENABLED must be enabled."
+  exit 1
+fi
+
+# 1. Load NEXT_PRIVATE_STRIPE_API_KEY from env files
+NEXT_PRIVATE_STRIPE_API_KEY=$(load_env_var "NEXT_PRIVATE_STRIPE_API_KEY")
+
+# Check if NEXT_PRIVATE_STRIPE_API_KEY exists
+if [ -z "$NEXT_PRIVATE_STRIPE_API_KEY" ]; then
+  echo "[ERROR]: NEXT_PRIVATE_STRIPE_API_KEY not found in environment files."
+  echo "[ERROR]: Please make sure it's set in $ENV_LOCAL_FILE"
+  exit 1
+fi
+
+# 2. Check if stripe CLI is installed
+if ! command -v stripe &> /dev/null; then
+  echo "[ERROR]: Stripe CLI is not installed or not in PATH."
+  echo "[ERROR]: Please install the Stripe CLI: https://stripe.com/docs/stripe-cli"
+  exit 1
+fi
+
+# 3. Check if NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET env key exists
+NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=$(load_env_var "NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET")
+
+if [ -z "$NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET" ]; then
+  echo "╔═════════════════════════════════════════════════════════════════════╗"
+  echo "║                                                                     ║"
+  echo "║  ! WARNING: NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET MISSING !            ║"
+  echo "║                                                                     ║"
+  echo "║  Copy the webhook signing secret which will appear in the terminal  ║"
+  echo "║  soon into the env file.                                            ║"
+  echo "║                                                                     ║"
+  echo "║  The webhook secret will start with whsec_...                       ║"
+  echo "║                                                                     ║"
+  echo "╚═════════════════════════════════════════════════════════════════════╝"
+fi
+
+echo "[INFO]: Starting Stripe webhook listener..."
+stripe listen --api-key "$NEXT_PRIVATE_STRIPE_API_KEY" --forward-to http://localhost:3000/api/stripe/webhook

apps/remix/.dockerignore

@@ -0,0 +1,4 @@
+.react-router
+build
+node_modules
+README.md

apps/remix/.gitignore

@@ -0,0 +1,9 @@
+.DS_Store
+/node_modules/
+
+# React Router
+/.react-router/
+/build/
+
+# Vite
+vite.config.*.timestamp*

apps/remix/Dockerfile

@@ -0,0 +1,22 @@
+FROM node:20-alpine AS development-dependencies-env
+COPY . /app
+WORKDIR /app
+RUN npm ci
+
+FROM node:20-alpine AS production-dependencies-env
+COPY ./package.json package-lock.json /app/
+WORKDIR /app
+RUN npm ci --omit=dev
+
+FROM node:20-alpine AS build-env
+COPY . /app/
+COPY --from=development-dependencies-env /app/node_modules /app/node_modules
+WORKDIR /app
+RUN npm run build
+
+FROM node:20-alpine
+COPY ./package.json package-lock.json /app/
+COPY --from=production-dependencies-env /app/node_modules /app/node_modules
+COPY --from=build-env /app/build /app/build
+WORKDIR /app
+CMD ["npm", "run", "start"]

apps/remix/Dockerfile.bun

@@ -0,0 +1,25 @@
+FROM oven/bun:1 AS dependencies-env
+COPY . /app
+
+FROM dependencies-env AS development-dependencies-env
+COPY ./package.json bun.lockb /app/
+WORKDIR /app
+RUN bun i --frozen-lockfile
+
+FROM dependencies-env AS production-dependencies-env
+COPY ./package.json bun.lockb /app/
+WORKDIR /app
+RUN bun i --production
+
+FROM dependencies-env AS build-env
+COPY ./package.json bun.lockb /app/
+COPY --from=development-dependencies-env /app/node_modules /app/node_modules
+WORKDIR /app
+RUN bun run build
+
+FROM dependencies-env
+COPY ./package.json bun.lockb /app/
+COPY --from=production-dependencies-env /app/node_modules /app/node_modules
+COPY --from=build-env /app/build /app/build
+WORKDIR /app
+CMD ["bun", "run", "start"]

apps/remix/Dockerfile.pnpm

@@ -0,0 +1,26 @@
+FROM node:20-alpine AS dependencies-env
+RUN npm i -g pnpm
+COPY . /app
+
+FROM dependencies-env AS development-dependencies-env
+COPY ./package.json pnpm-lock.yaml /app/
+WORKDIR /app
+RUN pnpm i --frozen-lockfile
+
+FROM dependencies-env AS production-dependencies-env
+COPY ./package.json pnpm-lock.yaml /app/
+WORKDIR /app
+RUN pnpm i --prod --frozen-lockfile
+
+FROM dependencies-env AS build-env
+COPY ./package.json pnpm-lock.yaml /app/
+COPY --from=development-dependencies-env /app/node_modules /app/node_modules
+WORKDIR /app
+RUN pnpm build
+
+FROM dependencies-env
+COPY ./package.json pnpm-lock.yaml /app/
+COPY --from=production-dependencies-env /app/node_modules /app/node_modules
+COPY --from=build-env /app/build /app/build
+WORKDIR /app
+CMD ["pnpm", "start"]

apps/remix/README.md

@@ -0,0 +1,100 @@
+# Welcome to React Router!
+
+A modern, production-ready template for building full-stack React applications using React Router.
+
+[![Open in StackBlitz](https://developer.stackblitz.com/img/open_in_stackblitz.svg)](https://stackblitz.com/github/remix-run/react-router-templates/tree/main/default)
+
+## Features
+
+- 🚀 Server-side rendering
+- ⚡️ Hot Module Replacement (HMR)
+- 📦 Asset bundling and optimization
+- 🔄 Data loading and mutations
+- 🔒 TypeScript by default
+- 🎉 TailwindCSS for styling
+- 📖 [React Router docs](https://reactrouter.com/)
+
+## Getting Started
+
+### Installation
+
+Install the dependencies:
+
+```bash
+npm install
+```
+
+### Development
+
+Start the development server with HMR:
+
+```bash
+npm run dev
+```
+
+Your application will be available at `http://localhost:5173`.
+
+## Building for Production
+
+Create a production build:
+
+```bash
+npm run build
+```
+
+## Deployment
+
+### Docker Deployment
+
+This template includes three Dockerfiles optimized for different package managers:
+
+- `Dockerfile` - for npm
+- `Dockerfile.pnpm` - for pnpm
+- `Dockerfile.bun` - for bun
+
+To build and run using Docker:
+
+```bash
+# For npm
+docker build -t my-app .
+
+# For pnpm
+docker build -f Dockerfile.pnpm -t my-app .
+
+# For bun
+docker build -f Dockerfile.bun -t my-app .
+
+# Run the container
+docker run -p 3000:3000 my-app
+```
+
+The containerized application can be deployed to any platform that supports Docker, including:
+
+- AWS ECS
+- Google Cloud Run
+- Azure Container Apps
+- Digital Ocean App Platform
+- Fly.io
+- Railway
+
+### DIY Deployment
+
+If you're familiar with deploying Node applications, the built-in app server is production-ready.
+
+Make sure to deploy the output of `npm run build`
+
+```
+├── package.json
+├── package-lock.json (or pnpm-lock.yaml, or bun.lockb)
+├── build/
+│   ├── client/    # Static assets
+│   └── server/    # Server-side code
+```
+
+## Styling
+
+This template comes with [Tailwind CSS](https://tailwindcss.com/) already configured for a simple default starting experience. You can use whatever CSS framework you prefer.
+
+---
+
+Built with ❤️ using React Router.

apps/remix/app/app.css

@@ -0,0 +1,24 @@
+@import '@documenso/ui/styles/theme.css';
+
+@font-face {
+  font-family: 'Inter';
+  src: url('/public/fonts/inter-regular.ttf') format('ttf');
+  /* font-weight: 400;
+  font-style: normal;
+  font-display: swap; */
+}
+
+@font-face {
+  font-family: 'Caveat';
+  src: url('/public/fonts/caveat.ttf') format('ttf');
+  /* font-weight: 400;
+  font-style: normal;
+  font-display: swap; */
+}
+
+@layer base {
+  :root {
+    --font-sans: 'Inter';
+    --font-signature: 'Caveat';
+  }
+}

apps/remix/app/components/dialogs/account-delete-dialog.tsx

@@ -1,12 +1,11 @@
-'use client';
-
 import { useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { signOut } from 'next-auth/react';
+import { Trans } from '@lingui/react/macro';
 
-import type { User } from '@documenso/prisma/client';
+import { authClient } from '@documenso/auth/client';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,12 +22,13 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type DeleteAccountDialogProps = {
+export type AccountDeleteDialogProps = {
   className?: string;
-  user: User;
 };
 
-export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProps) => {
+export const AccountDeleteDialog = ({ className }: AccountDeleteDialogProps) => {
+  const { user } = useSession();
+
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -49,7 +49,7 @@ export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProp
         duration: 5000,
       });
 
-      return await signOut({ callbackUrl: '/' });
+      return await authClient.signOut();
     } catch (err) {
       toast({
         title: _(msg`An unknown error occurred`),
@@ -118,7 +118,7 @@ export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProp
               </DialogHeader>
 
               {!hasTwoFactorAuthentication && (
-                <div className="mt-4">
+                <div>
                   <Label>
                     <Trans>
                       Please type{' '}

apps/remix/app/components/dialogs/admin-document-delete-dialog.tsx

@@ -1,13 +1,11 @@
-'use client';
-
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { Document } from '@prisma/client';
+import { useNavigate } from 'react-router';
 
-import type { Document } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,15 +21,15 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type SuperDeleteDocumentDialogProps = {
+export type AdminDocumentDeleteDialogProps = {
   document: Document;
 };
 
-export const SuperDeleteDocumentDialog = ({ document }: SuperDeleteDocumentDialogProps) => {
+export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const router = useRouter();
+  const navigate = useNavigate();
 
   const [reason, setReason] = useState('');
 
@@ -52,7 +50,7 @@ export const SuperDeleteDocumentDialog = ({ document }: SuperDeleteDocumentDialo
         duration: 5000,
       });
 
-      router.push('/admin/documents');
+      await navigate('/admin/documents');
     } catch (err) {
       toast({
         title: _(msg`An unknown error occurred`),

apps/remix/app/components/dialogs/admin-user-delete-dialog.tsx

@@ -1,15 +1,13 @@
-'use client';
-
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { User } from '@prisma/client';
+import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import type { User } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,17 +23,15 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type DeleteUserDialogProps = {
+export type AdminUserDeleteDialogProps = {
   className?: string;
   user: User;
 };
 
-export const DeleteUserDialog = ({ className, user }: DeleteUserDialogProps) => {
+export const AdminUserDeleteDialog = ({ className, user }: AdminUserDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
-
-  const router = useRouter();
-
+  const navigate = useNavigate();
   const [email, setEmail] = useState('');
 
   const { mutateAsync: deleteUser, isPending: isDeletingUser } =
@@ -47,13 +43,13 @@ export const DeleteUserDialog = ({ className, user }: DeleteUserDialogProps) =>
         id: user.id,
       });
 
+      await navigate('/admin/users');
+
       toast({
         title: _(msg`Account deleted`),
         description: _(msg`The account has been deleted successfully.`),
         duration: 5000,
       });
-
-      router.push('/admin/users');
     } catch (err) {
       const error = AppError.parseError(err);
 

apps/remix/app/components/dialogs/admin-user-disable-dialog.tsx

@@ -1,13 +1,12 @@
-'use client';
-
 import { useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { User } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import type { User } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,12 +22,15 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type DisableUserDialogProps = {
+export type AdminUserDisableDialogProps = {
   className?: string;
   userToDisable: User;
 };
 
-export const DisableUserDialog = ({ className, userToDisable }: DisableUserDialogProps) => {
+export const AdminUserDisableDialog = ({
+  className,
+  userToDisable,
+}: AdminUserDisableDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 

apps/remix/app/components/dialogs/admin-user-enable-dialog.tsx

@@ -1,13 +1,12 @@
-'use client';
-
 import { useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { User } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import type { User } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,12 +22,12 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type EnableUserDialogProps = {
+export type AdminUserEnableDialogProps = {
   className?: string;
   userToEnable: User;
 };
 
-export const EnableUserDialog = ({ className, userToEnable }: EnableUserDialogProps) => {
+export const AdminUserEnableDialog = ({ className, userToEnable }: AdminUserEnableDialogProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
 

apps/remix/app/components/dialogs/assistant-confirmation-dialog.tsx

@@ -0,0 +1,206 @@
+import { useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
+
+export type NextSigner = {
+  name: string;
+  email: string;
+};
+
+type ConfirmationDialogProps = {
+  isOpen: boolean;
+  onClose: () => void;
+  onConfirm: (nextSigner?: NextSigner) => void;
+  hasUninsertedFields: boolean;
+  isSubmitting: boolean;
+  allowDictateNextSigner?: boolean;
+  defaultNextSigner?: NextSigner;
+};
+
+const ZNextSignerFormSchema = z.object({
+  name: z.string().min(1, 'Name is required'),
+  email: z.string().email('Invalid email address'),
+});
+
+type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
+
+export function AssistantConfirmationDialog({
+  isOpen,
+  onClose,
+  onConfirm,
+  hasUninsertedFields,
+  isSubmitting,
+  allowDictateNextSigner = false,
+  defaultNextSigner,
+}: ConfirmationDialogProps) {
+  const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
+
+  const form = useForm<TNextSignerFormSchema>({
+    resolver: zodResolver(ZNextSignerFormSchema),
+    defaultValues: {
+      name: defaultNextSigner?.name ?? '',
+      email: defaultNextSigner?.email ?? '',
+    },
+  });
+
+  const onOpenChange = () => {
+    if (isSubmitting) {
+      return;
+    }
+
+    form.reset({
+      name: defaultNextSigner?.name ?? '',
+      email: defaultNextSigner?.email ?? '',
+    });
+
+    onClose();
+  };
+
+  const handleSubmit = () => {
+    // Validate the form and submit it if dictate signer is enabled.
+    if (allowDictateNextSigner) {
+      void form.handleSubmit(onConfirm)();
+      return;
+    }
+
+    onConfirm();
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <Form {...form}>
+          <form>
+            <fieldset disabled={isSubmitting} className="border-none p-0">
+              <DialogHeader>
+                <DialogTitle>
+                  <Trans>Complete Document</Trans>
+                </DialogTitle>
+                <DialogDescription>
+                  <Trans>
+                    Are you sure you want to complete the document? This action cannot be undone.
+                    Please ensure that you have completed prefilling all relevant fields before
+                    proceeding.
+                  </Trans>
+                </DialogDescription>
+              </DialogHeader>
+
+              <div className="mt-4 flex flex-col gap-4">
+                {allowDictateNextSigner && (
+                  <div className="mt-4 flex flex-col gap-4">
+                    {!isEditingNextSigner && (
+                      <div>
+                        <p className="text-muted-foreground text-sm">
+                          The next recipient to sign this document will be{' '}
+                          <span className="font-semibold">{form.watch('name')}</span> (
+                          <span className="font-semibold">{form.watch('email')}</span>).
+                        </p>
+
+                        <Button
+                          type="button"
+                          className="mt-2"
+                          variant="outline"
+                          size="sm"
+                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
+                        >
+                          <Trans>Update Recipient</Trans>
+                        </Button>
+                      </div>
+                    )}
+
+                    {isEditingNextSigner && (
+                      <div className="flex flex-col gap-4 md:flex-row">
+                        <FormField
+                          control={form.control}
+                          name="name"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's name"
+                                />
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={form.control}
+                          name="email"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  type="email"
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's email"
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      </div>
+                    )}
+                  </div>
+                )}
+
+                <DocumentSigningDisclosure className="mt-4" />
+              </div>
+
+              <DialogFooter className="mt-4">
+                <Button type="button" variant="secondary" onClick={onClose} disabled={isSubmitting}>
+                  <Trans>Cancel</Trans>
+                </Button>
+                <Button
+                  type="button"
+                  variant={hasUninsertedFields ? 'destructive' : 'default'}
+                  disabled={isSubmitting}
+                  onClick={handleSubmit}
+                  loading={isSubmitting}
+                >
+                  {hasUninsertedFields ? <Trans>Proceed</Trans> : <Trans>Continue</Trans>}
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/remix/app/components/dialogs/document-delete-dialog.tsx

@@ -1,13 +1,12 @@
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { match } from 'ts-pattern';
+import { Trans } from '@lingui/react/macro';
+import { DocumentStatus } from '@prisma/client';
+import { P, match } from 'ts-pattern';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
-import { DocumentStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -22,26 +21,26 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DeleteDocumentDialogProps = {
+type DocumentDeleteDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
+  onDelete?: () => Promise<void> | void;
   status: DocumentStatus;
   documentTitle: string;
   teamId?: number;
   canManageDocument: boolean;
 };
 
-export const DeleteDocumentDialog = ({
+export const DocumentDeleteDialog = ({
   id,
   open,
   onOpenChange,
+  onDelete,
   status,
   documentTitle,
   canManageDocument,
-}: DeleteDocumentDialogProps) => {
-  const router = useRouter();
-
+}: DocumentDeleteDialogProps) => {
   const { toast } = useToast();
   const { refreshLimits } = useLimits();
   const { _ } = useLingui();
@@ -52,8 +51,7 @@ export const DeleteDocumentDialog = ({
   const [isDeleteEnabled, setIsDeleteEnabled] = useState(status === DocumentStatus.DRAFT);
 
   const { mutateAsync: deleteDocument, isPending } = trpcReact.document.deleteDocument.useMutation({
-    onSuccess: () => {
-      router.refresh();
+    onSuccess: async () => {
       void refreshLimits();
 
       toast({
@@ -62,8 +60,18 @@ export const DeleteDocumentDialog = ({
         duration: 5000,
       });
 
+      await onDelete?.();
+
       onOpenChange(false);
     },
+    onError: () => {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`This document could not be deleted at this time. Please try again.`),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    },
   });
 
   useEffect(() => {
@@ -73,19 +81,6 @@ export const DeleteDocumentDialog = ({
     }
   }, [open, status]);
 
-  const onDelete = async () => {
-    try {
-      await deleteDocument({ documentId: id });
-    } catch {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`This document could not be deleted at this time. Please try again.`),
-        variant: 'destructive',
-        duration: 7500,
-      });
-    }
-  };
-
   const onInputChange = (event: React.ChangeEvent<HTMLInputElement>) => {
     setInputValue(event.target.value);
     setIsDeleteEnabled(event.target.value === _(deleteMessage));
@@ -151,7 +146,7 @@ export const DeleteDocumentDialog = ({
                   </ul>
                 </AlertDescription>
               ))
-              .with(DocumentStatus.COMPLETED, () => (
+              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED), () => (
                 <AlertDescription>
                   <p>
                     <Trans>By deleting this document, the following will occur:</Trans>
@@ -194,7 +189,7 @@ export const DeleteDocumentDialog = ({
           <Button
             type="button"
             loading={isPending}
-            onClick={onDelete}
+            onClick={() => void deleteDocument({ documentId: id })}
             disabled={!isDeleteEnabled && canManageDocument}
             variant="destructive"
           >

apps/remix/app/components/dialogs/document-duplicate-dialog.tsx

@@ -1,10 +1,9 @@
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useNavigate } from 'react-router';
 
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import type { Team } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -14,30 +13,37 @@ import {
   DialogHeader,
   DialogTitle,
 } from '@documenso/ui/primitives/dialog';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DuplicateDocumentDialogProps = {
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+type DocumentDuplicateDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
-  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DuplicateDocumentDialog = ({
+export const DocumentDuplicateDialog = ({
   id,
   open,
   onOpenChange,
-  team,
-}: DuplicateDocumentDialogProps) => {
-  const router = useRouter();
+}: DocumentDuplicateDialogProps) => {
+  const navigate = useNavigate();
 
   const { toast } = useToast();
   const { _ } = useLingui();
 
-  const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery({
-    documentId: id,
-  });
+  const team = useOptionalCurrentTeam();
+
+  const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery(
+    {
+      documentId: id,
+    },
+    {
+      enabled: open === true,
+    },
+  );
 
   const documentData = document?.documentData
     ? {
@@ -50,15 +56,14 @@ export const DuplicateDocumentDialog = ({
 
   const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
     trpcReact.document.duplicateDocument.useMutation({
-      onSuccess: ({ documentId }) => {
-        router.push(`${documentsPath}/${documentId}/edit`);
-
+      onSuccess: async ({ documentId }) => {
         toast({
           title: _(msg`Document Duplicated`),
           description: _(msg`Your document has been successfully duplicated.`),
           duration: 5000,
         });
 
+        await navigate(`${documentsPath}/${documentId}/edit`);
         onOpenChange(false);
       },
     });
@@ -92,7 +97,7 @@ export const DuplicateDocumentDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <LazyPDFViewer key={document?.id} documentData={documentData} />
+            <PDFViewer key={document?.id} documentData={documentData} />
           </div>
         )}
 

apps/remix/app/components/dialogs/document-move-dialog.tsx

@@ -1,11 +1,10 @@
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
@@ -26,30 +25,28 @@ import {
 } from '@documenso/ui/primitives/select';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type MoveDocumentDialogProps = {
+type DocumentMoveDialogProps = {
   documentId: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
-export const MoveDocumentDialog = ({ documentId, open, onOpenChange }: MoveDocumentDialogProps) => {
+export const DocumentMoveDialog = ({ documentId, open, onOpenChange }: DocumentMoveDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const router = useRouter();
-
   const [selectedTeamId, setSelectedTeamId] = useState<number | null>(null);
 
-  const { data: teams, isLoading: isLoadingTeams } = trpc.team.getTeams.useQuery();
+  const { data: teams, isPending: isLoadingTeams } = trpc.team.getTeams.useQuery();
 
   const { mutateAsync: moveDocument, isPending } = trpc.document.moveDocumentToTeam.useMutation({
     onSuccess: () => {
-      router.refresh();
       toast({
         title: _(msg`Document moved`),
         description: _(msg`The document has been successfully moved to the selected team.`),
         duration: 5000,
       });
+
       onOpenChange(false);
     },
     onError: (error) => {
@@ -97,9 +94,7 @@ export const MoveDocumentDialog = ({ documentId, open, onOpenChange }: MoveDocum
                   <div className="flex items-center gap-4">
                     <Avatar className="h-8 w-8">
                       {team.avatarImageId && (
-                        <AvatarImage
-                          src={`${NEXT_PUBLIC_WEBAPP_URL()}/api/avatar/${team.avatarImageId}`}
-                        />
+                        <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />
                       )}
 
                       <AvatarFallback className="text-sm text-gray-400">

apps/remix/app/components/dialogs/document-move-to-folder-dialog.tsx

@@ -0,0 +1,216 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type DocumentMoveToFolderDialogProps = {
+  documentId: number;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveDocumentFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveDocumentFormSchema = z.infer<typeof ZMoveDocumentFormSchema>;
+
+export const DocumentMoveToFolderDialog = ({
+  documentId,
+  open,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: DocumentMoveToFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveDocumentFormSchema>({
+    resolver: zodResolver(ZMoveDocumentFormSchema),
+    defaultValues: {
+      folderId: currentFolderId,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId,
+      type: FolderType.DOCUMENT,
+    },
+    {
+      enabled: open,
+    },
+  );
+
+  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId });
+    }
+  }, [open, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveDocumentFormSchema) => {
+    try {
+      await moveDocumentToFolder({
+        documentId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Document moved`),
+        description: _(msg`The document has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${documentsPath}/f/${data.folderId}`);
+      } else {
+        void navigate(documentsPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the document to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Document to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Select a folder to move this document to.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                disabled={
+                  isFoldersLoading || form.formState.isSubmitting || currentFolderId === null
+                }
+              >
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/document-resend-dialog.tsx

@@ -1,19 +1,18 @@
-'use client';
-
 import { useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { type Recipient, SigningStatus } from '@prisma/client';
 import { History } from 'lucide-react';
-import { useSession } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
 import * as z from 'zod';
 
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import type { Team } from '@documenso/prisma/client';
-import { type Document, type Recipient, SigningStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -37,16 +36,15 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { StackAvatar } from '~/components/(dashboard)/avatar/stack-avatar';
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+import { StackAvatar } from '../general/stack-avatar';
 
 const FORM_ID = 'resend-email';
 
-export type ResendDocumentActionItemProps = {
-  document: Document & {
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+export type DocumentResendDialogProps = {
+  document: TDocumentRow;
   recipients: Recipient[];
-  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const ZResendDocumentFormSchema = z.object({
@@ -57,17 +55,15 @@ export const ZResendDocumentFormSchema = z.object({
 
 export type TResendDocumentFormSchema = z.infer<typeof ZResendDocumentFormSchema>;
 
-export const ResendDocumentActionItem = ({
-  document,
-  recipients,
-  team,
-}: ResendDocumentActionItemProps) => {
-  const { data: session } = useSession();
+export const DocumentResendDialog = ({ document, recipients }: DocumentResendDialogProps) => {
+  const { user } = useSession();
+  const team = useOptionalCurrentTeam();
+
   const { toast } = useToast();
   const { _ } = useLingui();
 
   const [isOpen, setIsOpen] = useState(false);
-  const isOwner = document.userId === session?.user?.id;
+  const isOwner = document.userId === user.id;
   const isCurrentTeamDocument = team && document.team?.url === team.url;
 
   const isDisabled =

apps/remix/app/components/dialogs/folder-create-dialog.tsx

@@ -0,0 +1,163 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type CreateFolderDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const CreateFolderDialog = ({ trigger, ...props }: CreateFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { folderId } = useParams();
+
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.DOCUMENT,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: 'Folder created successfully',
+      });
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      void navigate(`${documentsPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: 'Failed to create folder',
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to create folder',
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your documents.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-delete-dialog.tsx

@@ -0,0 +1,159 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-move-dialog.tsx

@@ -0,0 +1,169 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().nullable(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const FolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? null,
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId || null,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(null)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button type="submit" disabled={form.formState.isSubmitting}>
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-settings-dialog.tsx

@@ -0,0 +1,173 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type FolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const FolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility: isTeamContext
+          ? (data.visibility ?? DocumentVisibility.EVERYONE)
+          : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/passkey-create-dialog.tsx

@@ -1,10 +1,9 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { startRegistration } from '@simplewebauthn/browser';
 import { KeyRoundIcon } from 'lucide-react';
@@ -38,7 +37,7 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type CreatePasskeyDialogProps = {
+export type PasskeyCreateDialogProps = {
   trigger?: React.ReactNode;
   onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
@@ -51,7 +50,7 @@ type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;
 
 const parser = new UAParser();
 
-export const CreatePasskeyDialog = ({ trigger, onSuccess, ...props }: CreatePasskeyDialogProps) => {
+export const PasskeyCreateDialog = ({ trigger, onSuccess, ...props }: PasskeyCreateDialogProps) => {
   const [open, setOpen] = useState(false);
   const [formError, setFormError] = useState<string | null>(null);
 

apps/remix/app/components/dialogs/public-profile-template-manage-dialog.tsx

@@ -1,18 +1,17 @@
-'use client';
-
 import { useEffect, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Plural, Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Plural, Trans } from '@lingui/react/macro';
+import type { Template, TemplateDirectLink } from '@prisma/client';
+import { TemplateType } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { CheckCircle2Icon, CircleIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { P, match } from 'ts-pattern';
 import { z } from 'zod';
 
-import type { Template, TemplateDirectLink } from '@documenso/prisma/client';
-import { TemplateType } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import {
   MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH,

apps/remix/app/components/dialogs/team-checkout-create-dialog.tsx

@@ -1,7 +1,8 @@
 import { useMemo, useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { AnimatePresence, motion } from 'framer-motion';
 import { Loader, TagIcon } from 'lucide-react';
@@ -20,18 +21,18 @@ import {
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type CreateTeamCheckoutDialogProps = {
+export type TeamCheckoutCreateDialogProps = {
   pendingTeamId: number | null;
   onClose: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const MotionCard = motion(Card);
 
-export const CreateTeamCheckoutDialog = ({
+export const TeamCheckoutCreateDialog = ({
   pendingTeamId,
   onClose,
   ...props
-}: CreateTeamCheckoutDialogProps) => {
+}: TeamCheckoutCreateDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 

apps/remix/app/components/dialogs/team-create-dialog.tsx

@@ -1,18 +1,17 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter, useSearchParams } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useForm } from 'react-hook-form';
+import { useSearchParams } from 'react-router';
+import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZCreateTeamMutationSchema } from '@documenso/trpc/server/team-router/schema';
@@ -37,7 +36,7 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type CreateTeamDialogProps = {
+export type TeamCreateDialogProps = {
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
@@ -48,12 +47,12 @@ const ZCreateTeamFormSchema = ZCreateTeamMutationSchema.pick({
 
 type TCreateTeamFormSchema = z.infer<typeof ZCreateTeamFormSchema>;
 
-export const CreateTeamDialog = ({ trigger, ...props }: CreateTeamDialogProps) => {
+export const TeamCreateDialog = ({ trigger, ...props }: TeamCreateDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const router = useRouter();
-  const searchParams = useSearchParams();
+  const navigate = useNavigate();
+  const [searchParams] = useSearchParams();
   const updateSearchParams = useUpdateSearchParams();
 
   const [open, setOpen] = useState(false);
@@ -80,7 +79,7 @@ export const CreateTeamDialog = ({ trigger, ...props }: CreateTeamDialogProps) =
       setOpen(false);
 
       if (response.paymentRequired) {
-        router.push(`/settings/teams?tab=pending&checkout=${response.pendingTeamId}`);
+        await navigate(`/settings/teams?tab=pending&checkout=${response.pendingTeamId}`);
         return;
       }
 
@@ -120,7 +119,7 @@ export const CreateTeamDialog = ({ trigger, ...props }: CreateTeamDialogProps) =
       setOpen(true);
       updateSearchParams({ action: null });
     }
-  }, [actionSearchParam, open, setOpen, updateSearchParams]);
+  }, [actionSearchParam, open]);
 
   useEffect(() => {
     form.reset();
@@ -201,7 +200,7 @@ export const CreateTeamDialog = ({ trigger, ...props }: CreateTeamDialogProps) =
                     {!form.formState.errors.teamUrl && (
                       <span className="text-foreground/50 text-xs font-normal">
                         {field.value ? (
-                          `${WEBAPP_BASE_URL}/t/${field.value}`
+                          `${NEXT_PUBLIC_WEBAPP_URL()}/t/${field.value}`
                         ) : (
                           <Trans>A unique URL to identify your team</Trans>
                         )}

apps/remix/app/components/dialogs/team-delete-dialog.tsx

@@ -1,13 +1,11 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
 import { z } from 'zod';
 
 import { AppError } from '@documenso/lib/errors/app-error';
@@ -34,14 +32,14 @@ import { Input } from '@documenso/ui/primitives/input';
 import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type DeleteTeamDialogProps = {
+export type TeamDeleteDialogProps = {
   teamId: number;
   teamName: string;
   trigger?: React.ReactNode;
 };
 
-export const DeleteTeamDialog = ({ trigger, teamId, teamName }: DeleteTeamDialogProps) => {
-  const router = useRouter();
+export const TeamDeleteDialog = ({ trigger, teamId, teamName }: TeamDeleteDialogProps) => {
+  const navigate = useNavigate();
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
@@ -74,9 +72,9 @@ export const DeleteTeamDialog = ({ trigger, teamId, teamName }: DeleteTeamDialog
         duration: 5000,
       });
 
-      setOpen(false);
+      await navigate('/settings/teams');
 
-      router.push('/settings/teams');
+      setOpen(false);
     } catch (err) {
       const error = AppError.parseError(err);
 

apps/remix/app/components/dialogs/team-email-add-dialog.tsx

@@ -1,15 +1,13 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { Plus } from 'lucide-react';
 import { useForm } from 'react-hook-form';
+import { useRevalidator } from 'react-router';
 import type { z } from 'zod';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
@@ -36,7 +34,7 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type AddTeamEmailDialogProps = {
+export type TeamEmailAddDialogProps = {
   teamId: number;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
@@ -48,13 +46,12 @@ const ZCreateTeamEmailFormSchema = ZCreateTeamEmailVerificationMutationSchema.pi
 
 type TCreateTeamEmailFormSchema = z.infer<typeof ZCreateTeamEmailFormSchema>;
 
-export const AddTeamEmailDialog = ({ teamId, trigger, ...props }: AddTeamEmailDialogProps) => {
-  const router = useRouter();
-
+export const TeamEmailAddDialog = ({ teamId, trigger, ...props }: TeamEmailAddDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { revalidate } = useRevalidator();
 
   const form = useForm<TCreateTeamEmailFormSchema>({
     resolver: zodResolver(ZCreateTeamEmailFormSchema),
@@ -81,7 +78,7 @@ export const AddTeamEmailDialog = ({ teamId, trigger, ...props }: AddTeamEmailDi
         duration: 5000,
       });
 
-      router.refresh();
+      await revalidate();
 
       setOpen(false);
     } catch (err) {

apps/remix/app/components/dialogs/team-email-delete-dialog.tsx

@@ -1,15 +1,13 @@
-'use client';
-
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { Prisma } from '@prisma/client';
+import { useRevalidator } from 'react-router';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import type { Prisma } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
@@ -25,7 +23,7 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type RemoveTeamEmailDialogProps = {
+export type TeamEmailDeleteDialogProps = {
   trigger?: React.ReactNode;
   teamName: string;
   team: Prisma.TeamGetPayload<{
@@ -42,13 +40,12 @@ export type RemoveTeamEmailDialogProps = {
   }>;
 };
 
-export const RemoveTeamEmailDialog = ({ trigger, teamName, team }: RemoveTeamEmailDialogProps) => {
+export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDeleteDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
   const { toast } = useToast();
-
-  const router = useRouter();
+  const { revalidate } = useRevalidator();
 
   const { mutateAsync: deleteTeamEmail, isPending: isDeletingTeamEmail } =
     trpc.team.deleteTeamEmail.useMutation({
@@ -97,7 +94,7 @@ export const RemoveTeamEmailDialog = ({ trigger, teamName, team }: RemoveTeamEma
       await deleteTeamEmailVerification({ teamId: team.id });
     }
 
-    router.refresh();
+    await revalidate();
   };
 
   return (
@@ -127,7 +124,7 @@ export const RemoveTeamEmailDialog = ({ trigger, teamName, team }: RemoveTeamEma
         <Alert variant="neutral" padding="tight">
           <AvatarWithText
             avatarClass="h-12 w-12"
-            avatarSrc={`${NEXT_PUBLIC_WEBAPP_URL()}/api/avatar/${team.avatarImageId}`}
+            avatarSrc={formatAvatarUrl(team.avatarImageId)}
             avatarFallback={extractInitials(
               (team.teamEmail?.name || team.emailVerification?.name) ?? '',
             )}

apps/remix/app/components/dialogs/team-email-update-dialog.tsx

@@ -1,17 +1,15 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { TeamEmail } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useForm } from 'react-hook-form';
+import { useRevalidator } from 'react-router';
 import { z } from 'zod';
 
-import type { TeamEmail } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -34,7 +32,7 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type UpdateTeamEmailDialogProps = {
+export type TeamEmailUpdateDialogProps = {
   teamEmail: TeamEmail;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
@@ -45,17 +43,16 @@ const ZUpdateTeamEmailFormSchema = z.object({
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
-export const UpdateTeamEmailDialog = ({
+export const TeamEmailUpdateDialog = ({
   teamEmail,
   trigger,
   ...props
-}: UpdateTeamEmailDialogProps) => {
-  const router = useRouter();
-
+}: TeamEmailUpdateDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { revalidate } = useRevalidator();
 
   const form = useForm<TUpdateTeamEmailFormSchema>({
     resolver: zodResolver(ZUpdateTeamEmailFormSchema),
@@ -81,7 +78,7 @@ export const UpdateTeamEmailDialog = ({
         duration: 5000,
       });
 
-      router.refresh();
+      await revalidate();
 
       setOpen(false);
     } catch (err) {

apps/remix/app/components/dialogs/team-leave-dialog.tsx

@@ -1,13 +1,12 @@
-'use client';
-
 import { useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { TeamMemberRole } from '@prisma/client';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
-import type { TeamMemberRole } from '@documenso/prisma/client';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { trpc } from '@documenso/trpc/react';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
@@ -23,7 +22,7 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type LeaveTeamDialogProps = {
+export type TeamLeaveDialogProps = {
   teamId: number;
   teamName: string;
   teamAvatarImageId?: string | null;
@@ -31,13 +30,13 @@ export type LeaveTeamDialogProps = {
   trigger?: React.ReactNode;
 };
 
-export const LeaveTeamDialog = ({
+export const TeamLeaveDialog = ({
   trigger,
   teamId,
   teamName,
   teamAvatarImageId,
   role,
-}: LeaveTeamDialogProps) => {
+}: TeamLeaveDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
@@ -89,7 +88,7 @@ export const LeaveTeamDialog = ({
         <Alert variant="neutral" padding="tight">
           <AvatarWithText
             avatarClass="h-12 w-12"
-            avatarSrc={`${NEXT_PUBLIC_WEBAPP_URL()}/api/avatar/${teamAvatarImageId}`}
+            avatarSrc={formatAvatarUrl(teamAvatarImageId)}
             avatarFallback={teamName.slice(0, 1).toUpperCase()}
             primaryText={teamName}
             secondaryText={_(TEAM_MEMBER_ROLE_MAP[role])}

apps/remix/app/components/dialogs/team-member-delete-dialog.tsx

@@ -1,9 +1,8 @@
-'use client';
-
 import { useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
 import { trpc } from '@documenso/trpc/react';
 import { Alert } from '@documenso/ui/primitives/alert';
@@ -20,7 +19,7 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type DeleteTeamMemberDialogProps = {
+export type TeamMemberDeleteDialogProps = {
   teamId: number;
   teamName: string;
   teamMemberId: number;
@@ -29,14 +28,14 @@ export type DeleteTeamMemberDialogProps = {
   trigger?: React.ReactNode;
 };
 
-export const DeleteTeamMemberDialog = ({
+export const TeamMemberDeleteDialog = ({
   trigger,
   teamId,
   teamName,
   teamMemberId,
   teamMemberName,
   teamMemberEmail,
-}: DeleteTeamMemberDialogProps) => {
+}: TeamMemberDeleteDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();

apps/remix/app/components/dialogs/team-member-invite-dialog.tsx

@@ -1,10 +1,10 @@
-'use client';
-
 import { useEffect, useRef, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { TeamMemberRole } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { Download, Mail, MailIcon, PlusCircle, Trash, Upload, UsersIcon } from 'lucide-react';
 import Papa, { type ParseResult } from 'papaparse';
@@ -13,7 +13,6 @@ import { z } from 'zod';
 
 import { downloadFile } from '@documenso/lib/client-only/download-file';
 import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
-import { TeamMemberRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { ZCreateTeamMemberInvitesMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
@@ -47,9 +46,9 @@ import {
 import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type InviteTeamMembersDialogProps = {
-  currentUserTeamRole: TeamMemberRole;
-  teamId: number;
+import { useCurrentTeam } from '~/providers/team';
+
+export type TeamMemberInviteDialogProps = {
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
@@ -96,12 +95,7 @@ const ZImportTeamMemberSchema = z.array(
   }),
 );
 
-export const InviteTeamMembersDialog = ({
-  currentUserTeamRole,
-  teamId,
-  trigger,
-  ...props
-}: InviteTeamMembersDialogProps) => {
+export const TeamMemberInviteDialog = ({ trigger, ...props }: TeamMemberInviteDialogProps) => {
   const [open, setOpen] = useState(false);
   const fileInputRef = useRef<HTMLInputElement>(null);
   const [invitationType, setInvitationType] = useState<TabTypes>('INDIVIDUAL');
@@ -109,6 +103,8 @@ export const InviteTeamMembersDialog = ({
   const { _ } = useLingui();
   const { toast } = useToast();
 
+  const team = useCurrentTeam();
+
   const form = useForm<TInviteTeamMembersFormSchema>({
     resolver: zodResolver(ZInviteTeamMembersFormSchema),
     defaultValues: {
@@ -142,7 +138,7 @@ export const InviteTeamMembersDialog = ({
   const onFormSubmit = async ({ invitations }: TInviteTeamMembersFormSchema) => {
     try {
       await createTeamMemberInvites({
-        teamId,
+        teamId: team.id,
         invitations,
       });
 
@@ -204,7 +200,7 @@ export const InviteTeamMembersDialog = ({
 
           setInvitationType('INDIVIDUAL');
         } catch (err) {
-          console.error(err.message);
+          console.error(err);
 
           toast({
             title: _(msg`Something went wrong`),
@@ -325,11 +321,13 @@ export const InviteTeamMembersDialog = ({
                                   </SelectTrigger>
 
                                   <SelectContent position="popper">
-                                    {TEAM_MEMBER_ROLE_HIERARCHY[currentUserTeamRole].map((role) => (
-                                      <SelectItem key={role} value={role}>
-                                        {_(TEAM_MEMBER_ROLE_MAP[role]) ?? role}
-                                      </SelectItem>
-                                    ))}
+                                    {TEAM_MEMBER_ROLE_HIERARCHY[team.currentTeamMember.role].map(
+                                      (role) => (
+                                        <SelectItem key={role} value={role}>
+                                          {_(TEAM_MEMBER_ROLE_MAP[role]) ?? role}
+                                        </SelectItem>
+                                      ),
+                                    )}
                                   </SelectContent>
                                 </Select>
                               </FormControl>

apps/remix/app/components/dialogs/team-member-update-dialog.tsx

@@ -1,17 +1,16 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { TeamMemberRole } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
 import { isTeamRoleWithinUserHierarchy } from '@documenso/lib/utils/teams';
-import { TeamMemberRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -40,7 +39,7 @@ import {
 } from '@documenso/ui/primitives/select';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type UpdateTeamMemberDialogProps = {
+export type TeamMemberUpdateDialogProps = {
   currentUserTeamRole: TeamMemberRole;
   trigger?: React.ReactNode;
   teamId: number;
@@ -55,7 +54,7 @@ const ZUpdateTeamMemberFormSchema = z.object({
 
 type ZUpdateTeamMemberSchema = z.infer<typeof ZUpdateTeamMemberFormSchema>;
 
-export const UpdateTeamMemberDialog = ({
+export const TeamMemberUpdateDialog = ({
   currentUserTeamRole,
   trigger,
   teamId,
@@ -63,7 +62,7 @@ export const UpdateTeamMemberDialog = ({
   teamMemberName,
   teamMemberRole,
   ...props
-}: UpdateTeamMemberDialogProps) => {
+}: TeamMemberUpdateDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();

apps/remix/app/components/dialogs/team-transfer-dialog.tsx

@@ -1,14 +1,12 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
+import { useRevalidator } from 'react-router';
 import { z } from 'zod';
 
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -42,24 +40,24 @@ import {
 } from '@documenso/ui/primitives/select';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type TransferTeamDialogProps = {
+export type TeamTransferDialogProps = {
   teamId: number;
   teamName: string;
   ownerUserId: number;
   trigger?: React.ReactNode;
 };
 
-export const TransferTeamDialog = ({
+export const TeamTransferDialog = ({
   trigger,
   teamId,
   teamName,
   ownerUserId,
-}: TransferTeamDialogProps) => {
-  const router = useRouter();
+}: TeamTransferDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { revalidate } = useRevalidator();
 
   const { mutateAsync: requestTeamOwnershipTransfer } =
     trpc.team.requestTeamOwnershipTransfer.useMutation();
@@ -67,7 +65,7 @@ export const TransferTeamDialog = ({
   const {
     data,
     refetch: refetchTeamMembers,
-    isLoading: loadingTeamMembers,
+    isPending: loadingTeamMembers,
     isLoadingError: loadingTeamMembersError,
   } = trpc.team.getTeamMembers.useQuery({
     teamId,
@@ -102,7 +100,7 @@ export const TransferTeamDialog = ({
         clearPaymentMethods,
       });
 
-      router.refresh();
+      await revalidate();
 
       toast({
         title: _(msg`Success`),

apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx

@@ -0,0 +1,274 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { File as FileIcon, Upload, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZBulkSendFormSchema = z.object({
+  file: z.instanceof(File),
+  sendImmediately: z.boolean().default(false),
+});
+
+type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
+
+export type TemplateBulkSendDialogProps = {
+  templateId: number;
+  recipients: Array<{ email: string; name?: string | null }>;
+  trigger?: React.ReactNode;
+  onSuccess?: () => void;
+};
+
+export const TemplateBulkSendDialog = ({
+  templateId,
+  recipients,
+  trigger,
+  onSuccess,
+}: TemplateBulkSendDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TBulkSendFormSchema>({
+    resolver: zodResolver(ZBulkSendFormSchema),
+    defaultValues: {
+      sendImmediately: false,
+    },
+  });
+
+  const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
+
+  const onDownloadTemplate = () => {
+    const headers = recipients.flatMap((_, index) => [
+      `recipient_${index + 1}_email`,
+      `recipient_${index + 1}_name`,
+    ]);
+
+    const exampleRow = recipients.flatMap((recipient) => [recipient.email, recipient.name || '']);
+
+    const csv = [headers.join(','), exampleRow.join(',')].join('\n');
+    const blob = new Blob([csv], { type: 'text/csv' });
+    const url = window.URL.createObjectURL(blob);
+
+    const a = Object.assign(document.createElement('a'), {
+      href: url,
+      download: 'template.csv',
+    });
+
+    a.click();
+
+    window.URL.revokeObjectURL(url);
+  };
+
+  const onSubmit = async (values: TBulkSendFormSchema) => {
+    try {
+      const csv = await values.file.text();
+
+      await uploadBulkSend({
+        templateId,
+        teamId: team?.id,
+        csv: csv,
+        sendImmediately: values.sendImmediately,
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(
+          msg`Your bulk send has been initiated. You will receive an email notification upon completion.`,
+        ),
+      });
+
+      form.reset();
+      onSuccess?.();
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'Failed to upload CSV. Please check the file format and try again.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline">
+            <Upload className="mr-2 h-4 w-4" />
+            <Trans>Bulk Send via CSV</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Bulk Send Template via CSV</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              Upload a CSV file to create multiple documents from this template. Each row represents
+              one document with its recipient details.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+            <div className="bg-muted/70 rounded-lg border p-4">
+              <h3 className="text-sm font-medium">
+                <Trans>CSV Structure</Trans>
+              </h3>
+
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>
+                  For each recipient, provide their email (required) and name (optional) in separate
+                  columns. Download the template CSV below for the correct format.
+                </Trans>
+              </p>
+
+              <p className="mt-4 text-sm">
+                <Trans>Current recipients:</Trans>
+              </p>
+
+              <ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
+                {recipients.map((recipient, index) => (
+                  <li key={index}>
+                    {recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            <div className="flex flex-col gap-y-2">
+              <Button onClick={onDownloadTemplate} variant="outline" type="button">
+                <Trans>Download Template CSV</Trans>
+              </Button>
+
+              <p className="text-muted-foreground text-xs">
+                <Trans>Pre-formatted CSV template with example data.</Trans>
+              </p>
+            </div>
+
+            <FormField
+              control={form.control}
+              name="file"
+              render={({ field: { onChange, value }, fieldState: { error } }) => (
+                <FormItem>
+                  <FormControl>
+                    {!value ? (
+                      <Button asChild variant="outline" className="w-full">
+                        <label className="cursor-pointer">
+                          <input
+                            type="file"
+                            accept=".csv"
+                            className="hidden"
+                            onChange={(e) => {
+                              const file = e.target.files?.[0];
+                              if (file) {
+                                onChange(file);
+                              }
+                            }}
+                            disabled={form.formState.isSubmitting}
+                          />
+                          <Upload className="mr-2 h-4 w-4" />
+                          <Trans>Upload CSV</Trans>
+                        </label>
+                      </Button>
+                    ) : (
+                      <div className="flex h-10 items-center rounded-md border px-3">
+                        <div className="flex flex-1 items-center gap-2">
+                          <FileIcon className="text-muted-foreground h-4 w-4" />
+                          <span className="flex-1 truncate text-sm">{value.name}</span>
+                        </div>
+
+                        <Button
+                          type="button"
+                          variant="link"
+                          className="text-destructive hover:text-destructive p-0 text-xs"
+                          onClick={() => onChange(null)}
+                          disabled={form.formState.isSubmitting}
+                        >
+                          <X className="h-4 w-4" />
+                          <span className="sr-only">
+                            <Trans>Remove</Trans>
+                          </span>
+                        </Button>
+                      </div>
+                    )}
+                  </FormControl>
+
+                  {error && <p className="text-destructive text-sm">{error.message}</p>}
+
+                  <p className="text-muted-foreground text-xs">
+                    <Trans>
+                      Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
+                      template defaults.
+                    </Trans>
+                  </p>
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="sendImmediately"
+              render={({ field }) => (
+                <FormItem className="flex items-center space-x-2">
+                  <FormControl>
+                    <div className="flex items-center">
+                      <Checkbox
+                        id="send-immediately"
+                        checked={field.value}
+                        onCheckedChange={field.onChange}
+                      />
+
+                      <label
+                        htmlFor="send-immediately"
+                        className="text-muted-foreground ml-2 flex items-center text-sm"
+                      >
+                        <Trans>Send documents to recipients immediately</Trans>
+                      </label>
+                    </div>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter className="mt-4">
+              <Button variant="secondary" onClick={() => form.reset()} type="button">
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={form.formState.isSubmitting}>
+                <Trans>Upload and Process</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-create-dialog.tsx

@@ -1,15 +1,12 @@
-'use client';
+import { useState } from 'react';
 
-import React, { useState } from 'react';
-
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { FilePlus, Loader } from 'lucide-react';
-import { useSession } from 'next-auth/react';
+import { useNavigate } from 'react-router';
 
-import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
@@ -26,21 +23,21 @@ import {
 import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type NewTemplateDialogProps = {
-  teamId?: number;
+type TemplateCreateDialogProps = {
   templateRootPath: string;
+  folderId?: string;
 };
 
-export const NewTemplateDialog = ({ templateRootPath }: NewTemplateDialogProps) => {
-  const router = useRouter();
+export const TemplateCreateDialog = ({ templateRootPath, folderId }: TemplateCreateDialogProps) => {
+  const navigate = useNavigate();
 
-  const { data: session } = useSession();
+  const { user } = useSession();
   const { toast } = useToast();
   const { _ } = useLingui();
 
   const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
 
-  const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
+  const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
   const [isUploadingFile, setIsUploadingFile] = useState(false);
 
   const onFileDrop = async (file: File) => {
@@ -51,15 +48,12 @@ export const NewTemplateDialog = ({ templateRootPath }: NewTemplateDialogProps)
     setIsUploadingFile(true);
 
     try {
-      const { type, data } = await putPdfFile(file);
-      const { id: templateDocumentDataId } = await createDocumentData({
-        type,
-        data,
-      });
+      const response = await putPdfFile(file);
 
       const { id } = await createTemplate({
         title: file.name,
-        templateDocumentDataId,
+        templateDocumentDataId: response.id,
+        folderId: folderId,
       });
 
       toast({
@@ -70,9 +64,9 @@ export const NewTemplateDialog = ({ templateRootPath }: NewTemplateDialogProps)
         duration: 5000,
       });
 
-      setShowNewTemplateDialog(false);
+      setShowTemplateCreateDialog(false);
 
-      router.push(`${templateRootPath}/${id}/edit`);
+      await navigate(`${templateRootPath}/${id}/edit`);
     } catch {
       toast({
         title: _(msg`Something went wrong`),
@@ -86,11 +80,11 @@ export const NewTemplateDialog = ({ templateRootPath }: NewTemplateDialogProps)
 
   return (
     <Dialog
-      open={showNewTemplateDialog}
-      onOpenChange={(value) => !isUploadingFile && setShowNewTemplateDialog(value)}
+      open={showTemplateCreateDialog}
+      onOpenChange={(value) => !isUploadingFile && setShowTemplateCreateDialog(value)}
     >
       <DialogTrigger asChild>
-        <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
+        <Button className="cursor-pointer" disabled={!user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
           <Trans>New Template</Trans>
         </Button>

apps/remix/app/components/dialogs/template-delete-dialog.tsx

@@ -1,7 +1,6 @@
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
@@ -15,22 +14,25 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DeleteTemplateDialogProps = {
+type TemplateDeleteDialogProps = {
   id: number;
-  teamId?: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
+  onDelete?: () => Promise<void> | void;
 };
 
-export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateDialogProps) => {
-  const router = useRouter();
-
+export const TemplateDeleteDialog = ({
+  id,
+  open,
+  onOpenChange,
+  onDelete,
+}: TemplateDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
   const { mutateAsync: deleteTemplate, isPending } = trpcReact.template.deleteTemplate.useMutation({
-    onSuccess: () => {
-      router.refresh();
+    onSuccess: async () => {
+      await onDelete?.();
 
       toast({
         title: _(msg`Template deleted`),

apps/remix/app/components/dialogs/template-direct-link-dialog-wrapper.tsx

@@ -1,14 +1,12 @@
-'use client';
+import { useState } from 'react';
 
-import React, { useState } from 'react';
-
-import { Trans } from '@lingui/macro';
+import { Trans } from '@lingui/react/macro';
+import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
 import { LinkIcon } from 'lucide-react';
 
-import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 
-import { TemplateDirectLinkDialog } from '../template-direct-link-dialog';
+import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
 
 export type TemplateDirectLinkDialogWrapperProps = {
   template: Template & { directLink?: TemplateDirectLink | null; recipients: Recipient[] };

apps/remix/app/components/dialogs/template-direct-link-dialog.tsx

@@ -1,11 +1,16 @@
 import { useEffect, useMemo, useState } from 'react';
 
-import Link from 'next/link';
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import {
+  type Recipient,
+  RecipientRole,
+  type Template,
+  type TemplateDirectLink,
+} from '@prisma/client';
 import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
+import { Link, useRevalidator } from 'react-router';
 import { P, match } from 'ts-pattern';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
@@ -14,12 +19,6 @@ import { DIRECT_TEMPLATE_RECIPIENT_EMAIL } from '@documenso/lib/constants/direct
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { DIRECT_TEMPLATE_DOCUMENTATION } from '@documenso/lib/constants/template';
 import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
-import {
-  type Recipient,
-  RecipientRole,
-  type Template,
-  type TemplateDirectLink,
-} from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
@@ -65,9 +64,9 @@ export const TemplateDirectLinkDialog = ({
   const { toast } = useToast();
   const { quota, remaining } = useLimits();
   const { _ } = useLingui();
+  const { revalidate } = useRevalidator();
 
   const [, copy] = useCopyToClipboard();
-  const router = useRouter();
 
   const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
   const [token, setToken] = useState(template.directLink?.token ?? null);
@@ -77,7 +76,11 @@ export const TemplateDirectLinkDialog = ({
   );
 
   const validDirectTemplateRecipients = useMemo(
-    () => template.recipients.filter((recipient) => recipient.role !== RecipientRole.CC),
+    () =>
+      template.recipients.filter(
+        (recipient) =>
+          recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
+      ),
     [template.recipients],
   );
 
@@ -86,12 +89,12 @@ export const TemplateDirectLinkDialog = ({
     isPending: isCreatingTemplateDirectLink,
     reset: resetCreateTemplateDirectLink,
   } = trpcReact.template.createTemplateDirectLink.useMutation({
-    onSuccess: (data) => {
+    onSuccess: async (data) => {
+      await revalidate();
+
       setToken(data.token);
       setIsEnabled(data.enabled);
       setCurrentStep('MANAGE');
-
-      router.refresh();
     },
     onError: () => {
       setSelectedRecipientId(null);
@@ -106,7 +109,9 @@ export const TemplateDirectLinkDialog = ({
 
   const { mutateAsync: toggleTemplateDirectLink, isPending: isTogglingTemplateAccess } =
     trpcReact.template.toggleTemplateDirectLink.useMutation({
-      onSuccess: (data) => {
+      onSuccess: async (data) => {
+        await revalidate();
+
         const enabledDescription = msg`Direct link signing has been enabled`;
         const disabledDescription = msg`Direct link signing has been disabled`;
 
@@ -129,7 +134,9 @@ export const TemplateDirectLinkDialog = ({
 
   const { mutateAsync: deleteTemplateDirectLink, isPending: isDeletingTemplateDirectLink } =
     trpcReact.template.deleteTemplateDirectLink.useMutation({
-      onSuccess: () => {
+      onSuccess: async () => {
+        await revalidate();
+
         onOpenChange(false);
         setToken(null);
 
@@ -139,7 +146,6 @@ export const TemplateDirectLinkDialog = ({
           duration: 5000,
         });
 
-        router.refresh();
         setToken(null);
       },
       onError: () => {
@@ -231,7 +237,7 @@ export const TemplateDirectLinkDialog = ({
                         templates.{' '}
                         <Link
                           className="mt-1 block underline underline-offset-4"
-                          href="/settings/billing"
+                          to="/settings/billing"
                         >
                           Upgrade your account to continue!
                         </Link>
@@ -432,7 +438,7 @@ export const TemplateDirectLinkDialog = ({
                       await toggleTemplateDirectLink({
                         templateId: template.id,
                         enabled: isEnabled,
-                      }).catch((e) => null);
+                      }).catch(() => null);
 
                       onOpenChange(false);
                     }}

apps/remix/app/components/dialogs/template-duplicate-dialog.tsx

@@ -1,7 +1,6 @@
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
@@ -15,28 +14,23 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DuplicateTemplateDialogProps = {
+type TemplateDuplicateDialogProps = {
   id: number;
-  teamId?: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
-export const DuplicateTemplateDialog = ({
+export const TemplateDuplicateDialog = ({
   id,
   open,
   onOpenChange,
-}: DuplicateTemplateDialogProps) => {
-  const router = useRouter();
-
+}: TemplateDuplicateDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
   const { mutateAsync: duplicateTemplate, isPending } =
     trpcReact.template.duplicateTemplate.useMutation({
       onSuccess: () => {
-        router.refresh();
-
         toast({
           title: _(msg`Template duplicated`),
           description: _(msg`Your template has been duplicated successfully.`),

apps/remix/app/components/dialogs/template-folder-create-dialog.tsx

@@ -0,0 +1,164 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type TemplateFolderCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderCreateDialog = ({
+  trigger,
+  ...props
+}: TemplateFolderCreateDialogProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+  const { folderId } = useParams();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.TEMPLATE,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: _(msg`Folder created successfully`),
+      });
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      void navigate(`${templatesPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: _(msg`Failed to create folder`),
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Failed to create folder`),
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your templates.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-delete-dialog.tsx

@@ -0,0 +1,163 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderDeleteDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-move-dialog.tsx

@@ -0,0 +1,175 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().optional(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const TemplateFolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? '',
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId ?? '',
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(undefined)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button
+                type="submit"
+                disabled={
+                  form.formState.isSubmitting ||
+                  form.getValues('targetFolderId') === folder?.parentId
+                }
+              >
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-settings-dialog.tsx

@@ -0,0 +1,176 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateFolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const TemplateFolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+  const isTemplateFolder = folder?.type === FolderType.TEMPLATE;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility:
+          isTeamContext && !isTemplateFolder
+            ? (data.visibility ?? DocumentVisibility.EVERYONE)
+            : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && !isTemplateFolder && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-move-dialog.tsx

@@ -1,13 +1,12 @@
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { match } from 'ts-pattern';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,29 +27,46 @@ import {
 } from '@documenso/ui/primitives/select';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type MoveTemplateDialogProps = {
+type TemplateMoveDialogProps = {
   templateId: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
+  onMove?: ({
+    templateId,
+    teamUrl,
+  }: {
+    templateId: number;
+    teamUrl: string;
+  }) => Promise<void> | void;
 };
 
-export const MoveTemplateDialog = ({ templateId, open, onOpenChange }: MoveTemplateDialogProps) => {
-  const router = useRouter();
-
+export const TemplateMoveDialog = ({
+  templateId,
+  open,
+  onOpenChange,
+  onMove,
+}: TemplateMoveDialogProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
 
   const [selectedTeamId, setSelectedTeamId] = useState<number | null>(null);
 
   const { data: teams, isLoading: isLoadingTeams } = trpc.team.getTeams.useQuery();
+
   const { mutateAsync: moveTemplate, isPending } = trpc.template.moveTemplateToTeam.useMutation({
-    onSuccess: () => {
-      router.refresh();
+    onSuccess: async () => {
+      const team = teams?.find((team) => team.id === selectedTeamId);
+
+      if (team) {
+        await onMove?.({ templateId, teamUrl: team.url });
+      }
+
       toast({
         title: _(msg`Template moved`),
         description: _(msg`The template has been successfully moved to the selected team.`),
         duration: 5000,
       });
+
       onOpenChange(false);
     },
     onError: (err) => {
@@ -73,7 +89,7 @@ export const MoveTemplateDialog = ({ templateId, open, onOpenChange }: MoveTempl
     },
   });
 
-  const onMove = async () => {
+  const handleOnMove = async () => {
     if (!selectedTeamId) {
       return;
     }
@@ -108,9 +124,7 @@ export const MoveTemplateDialog = ({ templateId, open, onOpenChange }: MoveTempl
                   <div className="flex items-center gap-4">
                     <Avatar className="h-8 w-8">
                       {team.avatarImageId && (
-                        <AvatarImage
-                          src={`${NEXT_PUBLIC_WEBAPP_URL()}/api/avatar/${team.avatarImageId}`}
-                        />
+                        <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />
                       )}
 
                       <AvatarFallback className="text-sm text-gray-400">
@@ -130,7 +144,11 @@ export const MoveTemplateDialog = ({ templateId, open, onOpenChange }: MoveTempl
           <Button variant="secondary" onClick={() => onOpenChange(false)}>
             <Trans>Cancel</Trans>
           </Button>
-          <Button onClick={onMove} loading={isPending} disabled={!selectedTeamId || isPending}>
+          <Button
+            onClick={handleOnMove}
+            loading={isPending}
+            disabled={!selectedTeamId || isPending}
+          >
             {isPending ? <Trans>Moving...</Trans> : <Trans>Move</Trans>}
           </Button>
         </DialogFooter>

apps/remix/app/components/dialogs/template-move-to-folder-dialog.tsx

@@ -0,0 +1,213 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateMoveToFolderDialogProps = {
+  templateId: number;
+  templateTitle: string;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string | null;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveTemplateFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveTemplateFormSchema = z.infer<typeof ZMoveTemplateFormSchema>;
+
+export function TemplateMoveToFolderDialog({
+  templateId,
+  templateTitle,
+  isOpen,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: TemplateMoveToFolderDialogProps) {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveTemplateFormSchema>({
+    resolver: zodResolver(ZMoveTemplateFormSchema),
+    defaultValues: {
+      folderId: currentFolderId ?? null,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId ?? null,
+      type: FolderType.TEMPLATE,
+    },
+    {
+      enabled: isOpen,
+    },
+  );
+
+  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId ?? null });
+    }
+  }, [isOpen, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveTemplateFormSchema) => {
+    try {
+      await moveTemplateToFolder({
+        templateId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Template moved`),
+        description: _(msg`The template has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${templatesPath}/f/${data.folderId}`);
+      } else {
+        void navigate(templatesPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the template to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the template.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Template to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Move &quot;{templateTitle}&quot; to a folder</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data?.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" disabled={isFoldersLoading || form.formState.isSubmitting}>
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/remix/app/components/dialogs/template-use-dialog.tsx

@@ -1,14 +1,14 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { Recipient } from '@prisma/client';
+import { DocumentDistributionMethod, DocumentSigningOrder } from '@prisma/client';
 import { InfoIcon, Plus, Upload, X } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
 import * as z from 'zod';
 
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
@@ -18,8 +18,6 @@ import {
 } from '@documenso/lib/constants/template';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
-import type { Recipient } from '@documenso/prisma/client';
-import { DocumentDistributionMethod, DocumentSigningOrder } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -94,7 +92,7 @@ const ZAddRecipientsForNewDocumentSchema = z
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
-export type UseTemplateDialogProps = {
+export type TemplateUseDialogProps = {
   templateId: number;
   templateSigningOrder?: DocumentSigningOrder | null;
   recipients: Recipient[];
@@ -103,19 +101,19 @@ export type UseTemplateDialogProps = {
   trigger?: React.ReactNode;
 };
 
-export function UseTemplateDialog({
+export function TemplateUseDialog({
   recipients,
   documentDistributionMethod = DocumentDistributionMethod.EMAIL,
   documentRootPath,
   templateId,
   templateSigningOrder,
   trigger,
-}: UseTemplateDialogProps) {
-  const router = useRouter();
-
+}: TemplateUseDialogProps) {
   const { toast } = useToast();
   const { _ } = useLingui();
 
+  const navigate = useNavigate();
+
   const [open, setOpen] = useState(false);
 
   const form = useForm<TAddRecipientsForNewDocumentSchema>({
@@ -179,7 +177,7 @@ export function UseTemplateDialog({
         documentPath += '?action=view-signing-links';
       }
 
-      router.push(documentPath);
+      await navigate(documentPath);
     } catch (err) {
       const error = AppError.parseError(err);
 

apps/remix/app/components/dialogs/token-delete-dialog.tsx

@@ -1,16 +1,13 @@
-'use client';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { ApiToken } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import type { ApiToken } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -33,35 +30,31 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type DeleteTokenDialogProps = {
-  teamId?: number;
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TokenDeleteDialogProps = {
   token: Pick<ApiToken, 'id' | 'name'>;
   onDelete?: () => void;
   children?: React.ReactNode;
 };
 
-export default function DeleteTokenDialog({
-  teamId,
-  token,
-  onDelete,
-  children,
-}: DeleteTokenDialogProps) {
+export default function TokenDeleteDialog({ token, onDelete, children }: TokenDeleteDialogProps) {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const router = useRouter();
+  const team = useOptionalCurrentTeam();
 
   const [isOpen, setIsOpen] = useState(false);
 
   const deleteMessage = _(msg`delete ${token.name}`);
 
-  const ZDeleteTokenDialogSchema = z.object({
+  const ZTokenDeleteDialogSchema = z.object({
     tokenName: z.literal(deleteMessage, {
       errorMap: () => ({ message: _(msg`You must enter '${deleteMessage}' to proceed`) }),
     }),
   });
 
-  type TDeleteTokenByIdMutationSchema = z.infer<typeof ZDeleteTokenDialogSchema>;
+  type TDeleteTokenByIdMutationSchema = z.infer<typeof ZTokenDeleteDialogSchema>;
 
   const { mutateAsync: deleteTokenMutation } = trpc.apiToken.deleteTokenById.useMutation({
     onSuccess() {
@@ -70,7 +63,7 @@ export default function DeleteTokenDialog({
   });
 
   const form = useForm<TDeleteTokenByIdMutationSchema>({
-    resolver: zodResolver(ZDeleteTokenDialogSchema),
+    resolver: zodResolver(ZTokenDeleteDialogSchema),
     values: {
       tokenName: '',
     },
@@ -80,7 +73,7 @@ export default function DeleteTokenDialog({
     try {
       await deleteTokenMutation({
         id: token.id,
-        teamId,
+        teamId: team?.id,
       });
 
       toast({
@@ -90,8 +83,6 @@ export default function DeleteTokenDialog({
       });
 
       setIsOpen(false);
-
-      router.refresh();
     } catch (error) {
       toast({
         title: _(msg`An unknown error occurred`),

apps/remix/app/components/dialogs/webhook-create-dialog.tsx

@@ -1,12 +1,9 @@
-'use client';
-
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useForm } from 'react-hook-form';
 import type { z } from 'zod';
@@ -39,22 +36,20 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
 
-import { TriggerMultiSelectCombobox } from './trigger-multiselect-combobox';
+import { WebhookMultiSelectCombobox } from '../general/webhook-multiselect-combobox';
 
 const ZCreateWebhookFormSchema = ZCreateWebhookMutationSchema.omit({ teamId: true });
 
 type TCreateWebhookFormSchema = z.infer<typeof ZCreateWebhookFormSchema>;
 
-export type CreateWebhookDialogProps = {
+export type WebhookCreateDialogProps = {
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-export const CreateWebhookDialog = ({ trigger, ...props }: CreateWebhookDialogProps) => {
+export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const router = useRouter();
-
   const team = useOptionalCurrentTeam();
 
   const [open, setOpen] = useState(false);
@@ -94,8 +89,6 @@ export const CreateWebhookDialog = ({ trigger, ...props }: CreateWebhookDialogPr
       });
 
       form.reset();
-
-      router.refresh();
     } catch (err) {
       toast({
         title: _(msg`Error`),
@@ -191,7 +184,7 @@ export const CreateWebhookDialog = ({ trigger, ...props }: CreateWebhookDialogPr
                       <Trans>Triggers</Trans>
                     </FormLabel>
                     <FormControl>
-                      <TriggerMultiSelectCombobox
+                      <WebhookMultiSelectCombobox
                         listValues={value}
                         onChange={(values: string[]) => {
                           onChange(values);
@@ -237,14 +230,13 @@ export const CreateWebhookDialog = ({ trigger, ...props }: CreateWebhookDialogPr
               />
 
               <DialogFooter>
-                <div className="flex w-full flex-nowrap gap-4">
-                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
-                  <Button type="submit" loading={form.formState.isSubmitting}>
-                    <Trans>Create</Trans>
-                  </Button>
-                </div>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Create</Trans>
+                </Button>
               </DialogFooter>
             </fieldset>
           </form>

apps/remix/app/components/dialogs/webhook-delete-dialog.tsx

@@ -1,16 +1,13 @@
-'use effect';
-
 import { useEffect, useState } from 'react';
 
-import { useRouter } from 'next/navigation';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { Webhook } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import type { Webhook } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -35,18 +32,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
 
-export type DeleteWebhookDialogProps = {
+export type WebhookDeleteDialogProps = {
   webhook: Pick<Webhook, 'id' | 'webhookUrl'>;
   onDelete?: () => void;
   children: React.ReactNode;
 };
 
-export const DeleteWebhookDialog = ({ webhook, children }: DeleteWebhookDialogProps) => {
+export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const router = useRouter();
-
   const team = useOptionalCurrentTeam();
 
   const [open, setOpen] = useState(false);
@@ -81,8 +76,6 @@ export const DeleteWebhookDialog = ({ webhook, children }: DeleteWebhookDialogPr
       });
 
       setOpen(false);
-
-      router.refresh();
     } catch (error) {
       toast({
         title: _(msg`An unknown error occurred`),

apps/remix/app/components/embed/authoring/configure-document-advanced-settings.tsx

@@ -0,0 +1,355 @@
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentDistributionMethod } from '@prisma/client';
+import { InfoIcon } from 'lucide-react';
+import type { Control } from 'react-hook-form';
+import { useFormContext } from 'react-hook-form';
+
+import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
+import { DOCUMENT_SIGNATURE_TYPES } from '@documenso/lib/constants/document';
+import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
+import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { Combobox } from '@documenso/ui/primitives/combobox';
+import {
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+interface ConfigureDocumentAdvancedSettingsProps {
+  control: Control<TConfigureEmbedFormSchema>;
+  isSubmitting: boolean;
+}
+
+export const ConfigureDocumentAdvancedSettings = ({
+  control,
+  isSubmitting,
+}: ConfigureDocumentAdvancedSettingsProps) => {
+  const { _ } = useLingui();
+
+  const form = useFormContext<TConfigureEmbedFormSchema>();
+  const { features } = useConfigureDocument();
+
+  const { watch, setValue } = form;
+
+  // Lift watch() calls to reduce re-renders
+  const distributionMethod = watch('meta.distributionMethod');
+  const emailSettings = watch('meta.emailSettings');
+  const isEmailDistribution = distributionMethod === DocumentDistributionMethod.EMAIL;
+
+  return (
+    <div>
+      <h3 className="text-foreground mb-1 text-lg font-medium">
+        <Trans>Advanced Settings</Trans>
+      </h3>
+
+      <p className="text-muted-foreground mb-6 text-sm">
+        <Trans>Configure additional options and preferences</Trans>
+      </p>
+
+      <Tabs defaultValue="general">
+        <TabsList className="mb-6 inline-flex">
+          <TabsTrigger value="general" className="px-4">
+            <Trans>General</Trans>
+          </TabsTrigger>
+
+          {features.allowConfigureCommunication && (
+            <TabsTrigger value="communication" className="px-4">
+              <Trans>Communication</Trans>
+            </TabsTrigger>
+          )}
+        </TabsList>
+
+        <TabsContent value="general" className="mt-0">
+          <div className="flex flex-col space-y-6">
+            {/* <FormField
+              control={control}
+              name="meta.externalId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel className="flex flex-row items-center">
+                    <Trans>External ID</Trans>
+                    <Tooltip>
+                      <TooltipTrigger>
+                        <InfoIcon className="mx-2 h-4 w-4" />
+                      </TooltipTrigger>
+                      <TooltipContent className="text-muted-foreground max-w-xs">
+                        <Trans>
+                          Add an external ID to the document. This can be used to identify the
+                          document in external systems.
+                        </Trans>
+                      </TooltipContent>
+                    </Tooltip>
+                  </FormLabel>
+                  <FormControl>
+                    <Input className="bg-background" {...field} disabled={isSubmitting} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            /> */}
+
+            {features.allowConfigureSignatureTypes && (
+              <FormField
+                control={control}
+                name="meta.signatureTypes"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Allowed Signature Types</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <MultiSelectCombobox
+                        options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                          label: _(option.label),
+                          value: option.value,
+                        }))}
+                        selectedValues={field.value}
+                        onChange={field.onChange}
+                        className="bg-background w-full"
+                        emptySelectionPlaceholder="Select signature types"
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureLanguage && (
+              <FormField
+                control={control}
+                name="meta.language"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Language</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
+                            <SelectItem key={code} value={code}>
+                              {language.full}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureDateFormat && (
+              <FormField
+                control={control}
+                name="meta.dateFormat"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Date Format</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {DATE_FORMATS.map((format) => (
+                            <SelectItem key={format.key} value={format.value}>
+                              {format.label}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureTimezone && (
+              <FormField
+                control={control}
+                name="meta.timezone"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Time Zone</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Combobox
+                        className="bg-background"
+                        options={TIME_ZONES}
+                        {...field}
+                        onChange={(value) => value && field.onChange(value)}
+                        disabled={isSubmitting}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureRedirectUrl && (
+              <FormField
+                control={control}
+                name="meta.redirectUrl"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel className="flex flex-row items-center">
+                      <Trans>Redirect URL</Trans>
+                      <Tooltip>
+                        <TooltipTrigger>
+                          <InfoIcon className="mx-2 h-4 w-4" />
+                        </TooltipTrigger>
+                        <TooltipContent className="text-muted-foreground max-w-xs">
+                          <Trans>
+                            Add a URL to redirect the user to once the document is signed
+                          </Trans>
+                        </TooltipContent>
+                      </Tooltip>
+                    </FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" {...field} disabled={isSubmitting} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+          </div>
+        </TabsContent>
+
+        {features.allowConfigureCommunication && (
+          <TabsContent value="communication" className="mt-0">
+            <div className="flex flex-col space-y-6">
+              <FormField
+                control={control}
+                name="meta.distributionMethod"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Distribution Method</Trans>
+                    </FormLabel>
+
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          <SelectItem value={DocumentDistributionMethod.EMAIL}>
+                            <Trans>Email</Trans>
+                          </SelectItem>
+                          <SelectItem value={DocumentDistributionMethod.NONE}>
+                            <Trans>None</Trans>
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+
+                    <FormDescription>
+                      <Trans>
+                        Choose how to distribute your document to recipients. Email will send
+                        notifications, None will generate signing links for manual distribution.
+                      </Trans>
+                    </FormDescription>
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <fieldset
+                className="flex flex-col space-y-6 disabled:cursor-not-allowed disabled:opacity-60"
+                disabled={!isEmailDistribution}
+              >
+                <FormField
+                  control={control}
+                  name="meta.subject"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel htmlFor="subject">
+                        <Trans>
+                          Subject <span className="text-muted-foreground">(Optional)</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input
+                          id="subject"
+                          className="bg-background mt-2"
+                          disabled={isSubmitting || !isEmailDistribution}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={control}
+                  name="meta.message"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel htmlFor="message">
+                        <Trans>
+                          Message <span className="text-muted-foreground">(Optional)</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Textarea
+                          id="message"
+                          className="bg-background mt-2 h-32 resize-none"
+                          disabled={isSubmitting || !isEmailDistribution}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DocumentSendEmailMessageHelper />
+
+                <DocumentEmailCheckboxes
+                  className={`mt-2 ${!isEmailDistribution ? 'pointer-events-none' : ''}`}
+                  value={emailSettings}
+                  onChange={(value) => setValue('meta.emailSettings', value)}
+                />
+              </fieldset>
+            </div>
+          </TabsContent>
+        )}
+      </Tabs>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-context.tsx

@@ -0,0 +1,68 @@
+import { createContext, useContext } from 'react';
+
+export type ConfigureDocumentContext = {
+  // General
+  isTemplate: boolean;
+  isPersisted: boolean;
+  // Features
+  features: {
+    allowConfigureSignatureTypes?: boolean;
+    allowConfigureLanguage?: boolean;
+    allowConfigureDateFormat?: boolean;
+    allowConfigureTimezone?: boolean;
+    allowConfigureRedirectUrl?: boolean;
+    allowConfigureCommunication?: boolean;
+  };
+};
+
+const ConfigureDocumentContext = createContext<ConfigureDocumentContext | null>(null);
+
+export type ConfigureDocumentProviderProps = {
+  isTemplate?: boolean;
+  isPersisted?: boolean;
+  features: {
+    allowConfigureSignatureTypes?: boolean;
+    allowConfigureLanguage?: boolean;
+    allowConfigureDateFormat?: boolean;
+    allowConfigureTimezone?: boolean;
+    allowConfigureRedirectUrl?: boolean;
+    allowConfigureCommunication?: boolean;
+  };
+  children: React.ReactNode;
+};
+
+export const ConfigureDocumentProvider = ({
+  isTemplate,
+  isPersisted,
+  features,
+  children,
+}: ConfigureDocumentProviderProps) => {
+  return (
+    <ConfigureDocumentContext.Provider
+      value={{
+        isTemplate: isTemplate ?? false,
+        isPersisted: isPersisted ?? false,
+        features: {
+          allowConfigureSignatureTypes: features.allowConfigureSignatureTypes ?? true,
+          allowConfigureLanguage: features.allowConfigureLanguage ?? true,
+          allowConfigureDateFormat: features.allowConfigureDateFormat ?? true,
+          allowConfigureTimezone: features.allowConfigureTimezone ?? true,
+          allowConfigureRedirectUrl: features.allowConfigureRedirectUrl ?? true,
+          allowConfigureCommunication: features.allowConfigureCommunication ?? true,
+        },
+      }}
+    >
+      {children}
+    </ConfigureDocumentContext.Provider>
+  );
+};
+
+export const useConfigureDocument = () => {
+  const context = useContext(ConfigureDocumentContext);
+
+  if (!context) {
+    throw new Error('useConfigureDocument must be used within a ConfigureDocumentProvider');
+  }
+
+  return context;
+};

apps/remix/app/components/embed/authoring/configure-document-recipients.tsx

@@ -0,0 +1,413 @@
+import { useCallback, useRef } from 'react';
+
+import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
+import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { GripVertical, HelpCircle, Plus, Trash } from 'lucide-react';
+import { nanoid } from 'nanoid';
+import type { Control } from 'react-hook-form';
+import { useFieldArray, useFormContext, useFormState } from 'react-hook-form';
+
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+// Define a type for signer items
+type SignerItem = TConfigureEmbedFormSchema['signers'][number];
+
+export interface ConfigureDocumentRecipientsProps {
+  control: Control<TConfigureEmbedFormSchema>;
+  isSubmitting: boolean;
+}
+
+export const ConfigureDocumentRecipients = ({
+  control,
+  isSubmitting,
+}: ConfigureDocumentRecipientsProps) => {
+  const { _ } = useLingui();
+  const { isTemplate } = useConfigureDocument();
+
+  const $sensorApi = useRef<SensorAPI | null>(null);
+
+  const {
+    fields: signers,
+    append: appendSigner,
+    remove: removeSigner,
+    replace,
+    move,
+  } = useFieldArray({
+    control,
+    name: 'signers',
+  });
+
+  const { getValues, watch, setValue } = useFormContext<TConfigureEmbedFormSchema>();
+
+  const signingOrder = watch('meta.signingOrder');
+
+  const { errors } = useFormState({
+    control,
+  });
+
+  const onAddSigner = useCallback(() => {
+    const signerNumber = signers.length + 1;
+    const recipientSigningOrder =
+      signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1;
+
+    appendSigner({
+      formId: nanoid(8),
+      name: isTemplate ? `Recipient ${signerNumber}` : '',
+      email: isTemplate ? `recipient.${signerNumber}@document.com` : '',
+      role: RecipientRole.SIGNER,
+      signingOrder:
+        signingOrder === DocumentSigningOrder.SEQUENTIAL ? recipientSigningOrder : undefined,
+    });
+  }, [appendSigner, signers]);
+
+  const isSigningOrderEnabled = signingOrder === DocumentSigningOrder.SEQUENTIAL;
+
+  const handleSigningOrderChange = useCallback(
+    (index: number, newOrderString: string) => {
+      const trimmedOrderString = newOrderString.trim();
+      if (!trimmedOrderString) {
+        return;
+      }
+
+      const newOrder = Number(trimmedOrderString);
+      if (!Number.isInteger(newOrder) || newOrder < 1) {
+        return;
+      }
+
+      // Get current form values to preserve unsaved input data
+      const currentSigners = getValues('signers') || [...signers];
+      const signer = currentSigners[index];
+
+      // Remove signer from current position and insert at new position
+      const remainingSigners = currentSigners.filter((_: unknown, idx: number) => idx !== index);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
+      remainingSigners.splice(newPosition, 0, signer);
+
+      // Update signing order for each item
+      const updatedSigners = remainingSigners.map((s: SignerItem, idx: number) => ({
+        ...s,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? idx + 1 : undefined,
+      }));
+
+      // Update the form
+      replace(updatedSigners);
+    },
+    [signers, replace, getValues],
+  );
+
+  const onDragEnd = useCallback(
+    (result: DropResult) => {
+      if (!result.destination) return;
+
+      // Use the move function from useFieldArray which preserves input values
+      move(result.source.index, result.destination.index);
+
+      // Update signing orders after move
+      const currentSigners = getValues('signers');
+      const updatedSigners = currentSigners.map((signer: SignerItem, index: number) => ({
+        ...signer,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? index + 1 : undefined,
+      }));
+
+      // Update the form with new ordering
+      replace(updatedSigners);
+    },
+    [move, replace, getValues],
+  );
+
+  const onSigningOrderChange = (signingOrder: DocumentSigningOrder) => {
+    setValue('meta.signingOrder', signingOrder);
+
+    if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
+      signers.forEach((_signer, index) => {
+        setValue(`signers.${index}.signingOrder`, index + 1);
+      });
+    }
+  };
+
+  return (
+    <div>
+      <h3 className="text-foreground mb-1 text-lg font-medium">
+        <Trans>Recipients</Trans>
+      </h3>
+
+      <p className="text-muted-foreground mb-6 text-sm">
+        <Trans>Add signers and configure signing preferences</Trans>
+      </p>
+
+      <FormField
+        control={control}
+        name="meta.signingOrder"
+        render={({ field }) => (
+          <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+            <FormControl>
+              <Checkbox
+                {...field}
+                id="signingOrder"
+                checked={field.value === DocumentSigningOrder.SEQUENTIAL}
+                onCheckedChange={(checked) =>
+                  onSigningOrderChange(
+                    checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
+                  )
+                }
+                disabled={isSubmitting}
+              />
+            </FormControl>
+            <FormLabel
+              htmlFor="signingOrder"
+              className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+            >
+              <Trans>Enable signing order</Trans>
+            </FormLabel>
+          </FormItem>
+        )}
+      />
+
+      <FormField
+        control={control}
+        name="meta.allowDictateNextSigner"
+        render={({ field: { value, ...field } }) => (
+          <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+            <FormControl>
+              <Checkbox
+                {...field}
+                id="allowDictateNextSigner"
+                checked={value}
+                onCheckedChange={field.onChange}
+                disabled={isSubmitting || !isSigningOrderEnabled}
+              />
+            </FormControl>
+
+            <div className="flex items-center">
+              <FormLabel
+                htmlFor="allowDictateNextSigner"
+                className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+              >
+                <Trans>Allow signers to dictate next signer</Trans>
+              </FormLabel>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <span className="text-muted-foreground ml-1 cursor-help">
+                    <HelpCircle className="h-3.5 w-3.5" />
+                  </span>
+                </TooltipTrigger>
+                <TooltipContent className="max-w-80 p-4">
+                  <p>
+                    <Trans>
+                      When enabled, signers can choose who should sign next in the sequence instead
+                      of following the predefined order.
+                    </Trans>
+                  </p>
+                </TooltipContent>
+              </Tooltip>
+            </div>
+          </FormItem>
+        )}
+      />
+
+      <DragDropContext
+        onDragEnd={onDragEnd}
+        sensors={[
+          (api: SensorAPI) => {
+            $sensorApi.current = api;
+          },
+        ]}
+      >
+        <Droppable droppableId="signers">
+          {(provided) => (
+            <div {...provided.droppableProps} ref={provided.innerRef} className="space-y-2">
+              {signers.map((signer, index) => (
+                <Draggable
+                  key={signer.id}
+                  draggableId={signer.id}
+                  index={index}
+                  isDragDisabled={!isSigningOrderEnabled || isSubmitting || signer.disabled}
+                >
+                  {(provided, snapshot) => (
+                    <fieldset
+                      ref={provided.innerRef}
+                      {...provided.draggableProps}
+                      {...provided.dragHandleProps}
+                      disabled={signer.disabled}
+                      className={cn('py-1', {
+                        'bg-widget-foreground pointer-events-none rounded-md pt-2':
+                          snapshot.isDragging,
+                      })}
+                    >
+                      <motion.div
+                        className={cn('flex items-end gap-2 pb-2', {
+                          'border-destructive/50': errors?.signers?.[index],
+                        })}
+                      >
+                        {isSigningOrderEnabled && (
+                          <FormField
+                            control={control}
+                            name={`signers.${index}.signingOrder`}
+                            render={({ field }) => (
+                              <FormItem
+                                className={cn('flex w-16 flex-none items-center gap-x-1', {
+                                  'mb-6':
+                                    errors?.signers?.[index] &&
+                                    !errors?.signers?.[index]?.signingOrder,
+                                })}
+                              >
+                                <GripVertical className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                <FormControl>
+                                  <Input
+                                    type="number"
+                                    max={signers.length}
+                                    min={1}
+                                    className="w-full text-center [appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none"
+                                    {...field}
+                                    disabled={isSubmitting || snapshot.isDragging}
+                                    onChange={(e) => {
+                                      field.onChange(e);
+                                    }}
+                                    onBlur={(e) => {
+                                      field.onBlur();
+                                      handleSigningOrderChange(index, e.target.value);
+                                    }}
+                                  />
+                                </FormControl>
+                                <FormMessage />
+                              </FormItem>
+                            )}
+                          />
+                        )}
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.name`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-1', {
+                                'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.name,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  placeholder={_(msg`Name`)}
+                                  className="w-full"
+                                  {...field}
+                                  disabled={isSubmitting || snapshot.isDragging}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.email`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-1', {
+                                'mb-6':
+                                  errors?.signers?.[index] && !errors?.signers?.[index]?.email,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  type="email"
+                                  placeholder={_(msg`Email`)}
+                                  className="w-full"
+                                  {...field}
+                                  disabled={isSubmitting || snapshot.isDragging}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.role`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-none', {
+                                'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.role,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Role</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <RecipientRoleSelect
+                                  {...field}
+                                  isAssistantEnabled={isSigningOrderEnabled}
+                                  onValueChange={field.onChange}
+                                  disabled={isSubmitting || snapshot.isDragging || signer.disabled}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <Button
+                          type="button"
+                          variant="ghost"
+                          disabled={
+                            isSubmitting ||
+                            signers.length === 1 ||
+                            snapshot.isDragging ||
+                            signer.disabled
+                          }
+                          onClick={() => removeSigner(index)}
+                        >
+                          <Trash className="h-4 w-4" />
+                        </Button>
+                      </motion.div>
+                    </fieldset>
+                  )}
+                </Draggable>
+              ))}
+              {provided.placeholder}
+            </div>
+          )}
+        </Droppable>
+      </DragDropContext>
+
+      <div className="mt-4 flex justify-end">
+        <Button
+          type="button"
+          variant="outline"
+          className="w-auto"
+          disabled={isSubmitting}
+          onClick={onAddSigner}
+        >
+          <Plus className="-ml-1 mr-2 h-5 w-5" />
+          <Trans>Add Signer</Trans>
+        </Button>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-upload.tsx

@@ -0,0 +1,238 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Cloud, FileText, Loader, X } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { useFormContext } from 'react-hook-form';
+
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+export interface ConfigureDocumentUploadProps {
+  isSubmitting?: boolean;
+}
+
+export const ConfigureDocumentUpload = ({ isSubmitting = false }: ConfigureDocumentUploadProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { isPersisted } = useConfigureDocument();
+
+  const form = useFormContext<TConfigureEmbedFormSchema>();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  // Watch the documentData field from the form
+  const documentData = form.watch('documentData');
+
+  const onFileDrop = async (acceptedFiles: File[]) => {
+    try {
+      const file = acceptedFiles[0];
+
+      if (!file) {
+        return;
+      }
+
+      setIsLoading(true);
+
+      // Convert file to UInt8Array
+      const arrayBuffer = await file.arrayBuffer();
+      const uint8Array = new Uint8Array(arrayBuffer);
+
+      // Store file metadata and UInt8Array in form data
+      form.setValue('documentData', {
+        name: file.name,
+        type: file.type,
+        size: file.size,
+        data: uint8Array, // Store as UInt8Array
+      });
+
+      // Auto-populate title if it's empty
+      const currentTitle = form.getValues('title');
+
+      if (!currentTitle) {
+        // Get filename without extension
+        const fileNameWithoutExtension = file.name.replace(/\.[^/.]+$/, '');
+        form.setValue('title', fileNameWithoutExtension);
+      }
+    } catch (error) {
+      console.error('Error uploading file', error);
+
+      toast({
+        title: _(msg`Error uploading file`),
+        description: _(msg`There was an error uploading your file. Please try again.`),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onDropRejected = () => {
+    toast({
+      title: _(msg`Your document failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const onRemoveFile = () => {
+    if (isPersisted) {
+      toast({
+        title: _(msg`Cannot remove document`),
+        description: _(msg`The document is already saved and cannot be changed.`),
+        duration: 5000,
+        variant: 'destructive',
+      });
+      return;
+    }
+
+    form.unregister('documentData');
+  };
+
+  const formatFileSize = (bytes: number) => {
+    if (bytes === 0) return '0 Bytes';
+
+    const sizes = ['Bytes', 'KB', 'MB', 'GB'];
+    const i = Math.floor(Math.log(bytes) / Math.log(1024));
+    return `${parseFloat((bytes / Math.pow(1024, i)).toFixed(2))} ${sizes[i]}`;
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    maxSize: APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024,
+    multiple: false,
+    disabled: isSubmitting || isLoading || isPersisted,
+    onDrop: (files) => {
+      void onFileDrop(files);
+    },
+    onDropRejected,
+  });
+
+  return (
+    <div>
+      <FormField
+        control={form.control}
+        name="documentData"
+        render={() => (
+          <FormItem>
+            <FormLabel required>
+              <Trans>Upload Document</Trans>
+            </FormLabel>
+
+            <div className="relative">
+              {!documentData ? (
+                <div className="relative">
+                  <FormControl>
+                    <div
+                      {...getRootProps()}
+                      className={cn(
+                        'border-border bg-background relative flex min-h-[160px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed transition',
+                        {
+                          'border-primary/50 bg-primary/5': isDragActive,
+                          'hover:bg-muted/30':
+                            !isDragActive && !isSubmitting && !isLoading && !isPersisted,
+                          'cursor-not-allowed opacity-60': isSubmitting || isLoading || isPersisted,
+                        },
+                      )}
+                    >
+                      <input {...getInputProps()} />
+
+                      <div className="flex flex-col items-center justify-center gap-y-2 px-4 py-4 text-center">
+                        <Cloud
+                          className={cn('h-10 w-10', {
+                            'text-primary': isDragActive,
+                            'text-muted-foreground': !isDragActive,
+                          })}
+                        />
+
+                        <div
+                          className={cn('flex flex-col space-y-1', {
+                            'text-primary': isDragActive,
+                            'text-muted-foreground': !isDragActive,
+                          })}
+                        >
+                          <p className="text-sm font-medium">
+                            {isDragActive ? (
+                              <Trans>Drop your document here</Trans>
+                            ) : isPersisted ? (
+                              <Trans>Document is already uploaded</Trans>
+                            ) : (
+                              <Trans>Drag and drop or click to upload</Trans>
+                            )}
+                          </p>
+                          <p className="text-xs">
+                            {isPersisted ? (
+                              <Trans>This document cannot be changed</Trans>
+                            ) : (
+                              <Trans>
+                                .PDF documents accepted (max {APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB)
+                              </Trans>
+                            )}
+                          </p>
+                        </div>
+                      </div>
+                    </div>
+                  </FormControl>
+
+                  {isLoading && (
+                    <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
+                      <Loader className="text-muted-foreground h-10 w-10 animate-spin" />
+                    </div>
+                  )}
+                </div>
+              ) : (
+                <div className="mt-2 rounded-lg border p-4">
+                  <div className="flex items-center gap-x-4">
+                    <div className="bg-primary/10 text-primary flex h-12 w-12 items-center justify-center rounded-md">
+                      <FileText className="h-6 w-6" />
+                    </div>
+
+                    <div className="flex-1">
+                      <div className="text-sm font-medium">{documentData.name}</div>
+                      <div className="text-muted-foreground text-xs">
+                        {formatFileSize(documentData.size)}
+                      </div>
+                    </div>
+
+                    {!isPersisted && (
+                      <Button
+                        type="button"
+                        variant="outline"
+                        size="sm"
+                        onClick={onRemoveFile}
+                        disabled={isSubmitting}
+                        className="h-8 w-8 p-0"
+                      >
+                        <X className="h-4 w-4" />
+                      </Button>
+                    )}
+                  </div>
+                </div>
+              )}
+            </div>
+
+            <FormMessage />
+          </FormItem>
+        )}
+      />
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-view.tsx

@@ -0,0 +1,137 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { DocumentDistributionMethod, DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { nanoid } from 'nanoid';
+import { useForm } from 'react-hook-form';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { ConfigureDocumentAdvancedSettings } from './configure-document-advanced-settings';
+import { useConfigureDocument } from './configure-document-context';
+import { ConfigureDocumentRecipients } from './configure-document-recipients';
+import { ConfigureDocumentUpload } from './configure-document-upload';
+import {
+  type TConfigureEmbedFormSchema,
+  ZConfigureEmbedFormSchema,
+} from './configure-document-view.types';
+
+export interface ConfigureDocumentViewProps {
+  onSubmit: (data: TConfigureEmbedFormSchema) => void | Promise<void>;
+  defaultValues?: Partial<TConfigureEmbedFormSchema>;
+  disableUpload?: boolean;
+  isSubmitting?: boolean;
+}
+
+export const ConfigureDocumentView = ({
+  onSubmit,
+  defaultValues,
+  disableUpload,
+}: ConfigureDocumentViewProps) => {
+  const { isTemplate } = useConfigureDocument();
+
+  const form = useForm<TConfigureEmbedFormSchema>({
+    resolver: zodResolver(ZConfigureEmbedFormSchema),
+    defaultValues: {
+      title: defaultValues?.title || '',
+      signers: defaultValues?.signers || [
+        {
+          formId: nanoid(8),
+          name: isTemplate ? `Recipient ${1}` : '',
+          email: isTemplate ? `recipient.${1}@document.com` : '',
+          role: RecipientRole.SIGNER,
+          signingOrder: 1,
+          disabled: false,
+        },
+      ],
+      meta: {
+        subject: defaultValues?.meta?.subject || '',
+        message: defaultValues?.meta?.message || '',
+        distributionMethod:
+          defaultValues?.meta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+        emailSettings: defaultValues?.meta?.emailSettings || ZDocumentEmailSettingsSchema.parse({}),
+        dateFormat: defaultValues?.meta?.dateFormat || DEFAULT_DOCUMENT_DATE_FORMAT,
+        timezone: defaultValues?.meta?.timezone || DEFAULT_DOCUMENT_TIME_ZONE,
+        redirectUrl: defaultValues?.meta?.redirectUrl || '',
+        language: defaultValues?.meta?.language || 'en',
+        signatureTypes: defaultValues?.meta?.signatureTypes || [],
+        signingOrder: defaultValues?.meta?.signingOrder || DocumentSigningOrder.PARALLEL,
+        allowDictateNextSigner: defaultValues?.meta?.allowDictateNextSigner || false,
+        externalId: defaultValues?.meta?.externalId || '',
+      },
+      documentData: defaultValues?.documentData,
+    },
+  });
+
+  const { control, handleSubmit } = form;
+
+  const isSubmitting = form.formState.isSubmitting;
+
+  const onFormSubmit = handleSubmit(onSubmit);
+
+  return (
+    <div className="flex w-full flex-col space-y-8">
+      <div>
+        <h2 className="text-foreground mb-1 text-xl font-semibold">
+          {isTemplate ? <Trans>Configure Template</Trans> : <Trans>Configure Document</Trans>}
+        </h2>
+
+        <p className="text-muted-foreground text-sm">
+          {isTemplate ? (
+            <Trans>Set up your template properties and recipient information</Trans>
+          ) : (
+            <Trans>Set up your document properties and recipient information</Trans>
+          )}
+        </p>
+      </div>
+
+      <Form {...form}>
+        <div className="flex flex-col space-y-8">
+          <div>
+            <FormField
+              control={control}
+              name="title"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Title</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} disabled={isSubmitting} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </div>
+
+          {!disableUpload && <ConfigureDocumentUpload isSubmitting={isSubmitting} />}
+          <ConfigureDocumentRecipients control={control} isSubmitting={isSubmitting} />
+          <ConfigureDocumentAdvancedSettings control={control} isSubmitting={isSubmitting} />
+
+          <div className="flex justify-end">
+            <Button
+              type="button"
+              onClick={onFormSubmit}
+              disabled={isSubmitting}
+              className="w-full sm:w-auto"
+            >
+              <Trans>Continue</Trans>
+            </Button>
+          </div>
+        </div>
+      </Form>
+    </div>
+  );
+};