Merge branch 'archive/nextjs' into feat/customize-doc-audit-log-certificate

Fix optional fields blocking the signature process in embeds

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',
   }}
 />
 ```

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/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/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.9.1-rc.8",
+  "version": "1.9.1-rc.9",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {

apps/web/src/app/(dashboard)/documents/[id]/document-page-view-button.tsx

@@ -14,6 +14,12 @@ import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
+import {
+  SplitButton,
+  SplitButtonAction,
+  SplitButtonDropdown,
+  SplitButtonDropdownItem,
+} from '@documenso/ui/primitives/split-button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentPageViewButtonProps = {
@@ -25,7 +31,9 @@ export type DocumentPageViewButtonProps = {
   team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps) => {
+export const DocumentPageViewButton = ({
+  document: activeDocument,
+}: DocumentPageViewButtonProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
   const { _ } = useLingui();
@@ -34,25 +42,27 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
     return null;
   }
 
-  const recipient = document.recipients.find((recipient) => recipient.email === session.user.email);
+  const recipient = activeDocument.recipients.find(
+    (recipient) => recipient.email === session.user.email,
+  );
 
   const isRecipient = !!recipient;
-  const isPending = document.status === DocumentStatus.PENDING;
-  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isPending = activeDocument.status === DocumentStatus.PENDING;
+  const isComplete = activeDocument.status === DocumentStatus.COMPLETED;
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 
-  const documentsPath = formatDocumentsPath(document.team?.url);
+  const documentsPath = formatDocumentsPath(activeDocument.team?.url);
 
   const onDownloadClick = async () => {
     try {
       const documentWithData = await trpcClient.document.getDocumentById.query(
         {
-          documentId: document.id,
+          documentId: activeDocument.id,
         },
         {
           context: {
-            teamId: document.team?.id?.toString(),
+            teamId: activeDocument.team?.id?.toString(),
           },
         },
       );
@@ -63,7 +73,10 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
         throw new Error('No document available');
       }
 
-      await downloadPDF({ documentData, fileName: documentWithData.title });
+      await downloadPDF({
+        documentData,
+        fileName: documentWithData.title,
+      });
     } catch (err) {
       toast({
         title: _(msg`Something went wrong`),
@@ -73,6 +86,100 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
     }
   };
 
+  const onDownloadAuditLogClick = async () => {
+    try {
+      const { url } = await trpcClient.document.downloadAuditLogs.mutate({
+        documentId: activeDocument.id,
+      });
+
+      const iframe = Object.assign(document.createElement('iframe'), {
+        src: url,
+      });
+
+      Object.assign(iframe.style, {
+        position: 'fixed',
+        top: '0',
+        left: '0',
+        width: '0',
+        height: '0',
+      });
+
+      const onLoaded = () => {
+        if (iframe.contentDocument?.readyState === 'complete') {
+          iframe.contentWindow?.print();
+
+          iframe.contentWindow?.addEventListener('afterprint', () => {
+            document.body.removeChild(iframe);
+          });
+        }
+      };
+
+      // When the iframe has loaded, print the iframe and remove it from the dom
+      iframe.addEventListener('load', onLoaded);
+
+      document.body.appendChild(iframe);
+
+      onLoaded();
+    } catch (error) {
+      console.error(error);
+
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(
+          msg`Sorry, we were unable to download the audit logs. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onDownloadSigningCertificateClick = async () => {
+    try {
+      const { url } = await trpcClient.document.downloadCertificate.mutate({
+        documentId: activeDocument.id,
+      });
+
+      const iframe = Object.assign(document.createElement('iframe'), {
+        src: url,
+      });
+
+      Object.assign(iframe.style, {
+        position: 'fixed',
+        top: '0',
+        left: '0',
+        width: '0',
+        height: '0',
+      });
+
+      const onLoaded = () => {
+        if (iframe.contentDocument?.readyState === 'complete') {
+          iframe.contentWindow?.print();
+
+          iframe.contentWindow?.addEventListener('afterprint', () => {
+            document.body.removeChild(iframe);
+          });
+        }
+      };
+
+      // When the iframe has loaded, print the iframe and remove it from the dom
+      iframe.addEventListener('load', onLoaded);
+
+      document.body.appendChild(iframe);
+
+      onLoaded();
+    } catch (error) {
+      console.error(error);
+
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(
+          msg`Sorry, we were unable to download the certificate. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   return match({
     isRecipient,
     isPending,
@@ -106,16 +213,27 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
     ))
     .with({ isComplete: false }, () => (
       <Button className="w-full" asChild>
-        <Link href={`${documentsPath}/${document.id}/edit`}>
+        <Link href={`${documentsPath}/${activeDocument.id}/edit`}>
           <Trans>Edit</Trans>
         </Link>
       </Button>
     ))
     .with({ isComplete: true }, () => (
-      <Button className="w-full" onClick={onDownloadClick}>
-        <Download className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
+      <SplitButton className="flex w-full">
+        <SplitButtonAction className="w-full" onClick={() => void onDownloadClick()}>
+          <Download className="-ml-1 mr-2 inline h-4 w-4" />
+          <Trans>Download</Trans>
+        </SplitButtonAction>
+        <SplitButtonDropdown>
+          <SplitButtonDropdownItem onClick={() => void onDownloadAuditLogClick()}>
+            <Trans>Only Audit Log</Trans>
+          </SplitButtonDropdownItem>
+
+          <SplitButtonDropdownItem onClick={() => void onDownloadSigningCertificateClick()}>
+            <Trans>Only Signing Certificate</Trans>
+          </SplitButtonDropdownItem>
+        </SplitButtonDropdown>
+      </SplitButton>
     ))
     .otherwise(() => null);
 };

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -187,6 +187,8 @@ export const EditDocumentForm = ({
           title: data.title,
           externalId: data.externalId || null,
           visibility: data.visibility,
+          includeSigningCertificate: data.includeSigningCertificate,
+          includeAuditTrailLog: data.includeAuditTrailLog,
           globalAccessAuth: data.globalAccessAuth ?? null,
           globalActionAuth: data.globalActionAuth ?? null,
         },

apps/web/src/app/(dashboard)/documents/[id]/logs/document-logs-page-view.tsx

@@ -119,7 +119,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
         <Trans>Document</Trans>
       </Link>
 
-      <div className="flex flex-col justify-between truncate sm:flex-row">
+      <div className="flex flex-col">
         <div>
           <h1
             className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
@@ -127,7 +127,8 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
           >
             {document.title}
           </h1>
-
+        </div>
+        <div className="mt-1 flex flex-col justify-between sm:flex-row">
           <div className="mt-2.5 flex items-center gap-x-6">
             <DocumentStatusComponent
               inheritColor
@@ -135,17 +136,16 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
               className="text-muted-foreground"
             />
           </div>
-        </div>
+          <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DownloadCertificateButton
+              className="mr-2"
+              documentId={document.id}
+              documentStatus={document.status}
+              teamId={team?.id}
+            />
 
-        <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
-          <DownloadCertificateButton
-            className="mr-2"
-            documentId={document.id}
-            documentStatus={document.status}
-            teamId={team?.id}
-          />
-
-          <DownloadAuditLogButton teamId={team?.id} documentId={document.id} />
+            <DownloadAuditLogButton teamId={team?.id} documentId={document.id} />
+          </div>
         </div>
       </div>
 
@@ -154,7 +154,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
           {documentInformation.map((info, i) => (
             <div className="text-foreground text-sm" key={i}>
               <h3 className="font-semibold">{_(info.description)}</h3>
-              <p className="text-muted-foreground">{info.value}</p>
+              <p className="text-muted-foreground truncate">{info.value}</p>
             </div>
           ))}
 

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

@@ -90,7 +90,7 @@ export const SignDirectTemplateForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value,
+          customText: value.value ?? '',
           inserted: true,
           signedValue: value,
         };
@@ -101,8 +101,8 @@ export const SignDirectTemplateForm = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
-            typedSignature: value.value.startsWith('data:') ? null : value.value,
+            signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
+            typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
           } satisfies Signature;
         }
 

apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx

@@ -41,6 +41,7 @@ const ZTeamDocumentPreferencesFormSchema = z.object({
   includeSenderDetails: z.boolean(),
   typedSignatureEnabled: z.boolean(),
   includeSigningCertificate: z.boolean(),
+  includeAuditTrailLog: z.boolean(),
 });
 
 type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
@@ -72,6 +73,7 @@ export const TeamDocumentPreferencesForm = ({
       includeSenderDetails: settings?.includeSenderDetails ?? false,
       typedSignatureEnabled: settings?.typedSignatureEnabled ?? true,
       includeSigningCertificate: settings?.includeSigningCertificate ?? true,
+      includeAuditTrailLog: settings?.includeAuditTrailLog ?? false,
     },
     resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
   });
@@ -86,6 +88,7 @@ export const TeamDocumentPreferencesForm = ({
         includeSenderDetails,
         includeSigningCertificate,
         typedSignatureEnabled,
+        includeAuditTrailLog,
       } = data;
 
       await updateTeamDocumentPreferences({
@@ -96,6 +99,7 @@ export const TeamDocumentPreferencesForm = ({
           includeSenderDetails,
           typedSignatureEnabled,
           includeSigningCertificate,
+          includeAuditTrailLog,
         },
       });
 
@@ -300,6 +304,37 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="includeAuditTrailLog"
+            render={({ field }) => (
+              <FormItem className="flex-1">
+                <FormLabel>
+                  <Trans>Include the Audit Trail Log in the Document</Trans>
+                </FormLabel>
+
+                <div>
+                  <FormControl className="block">
+                    <Switch
+                      ref={field.ref}
+                      name={field.name}
+                      checked={field.value}
+                      onCheckedChange={field.onChange}
+                    />
+                  </FormControl>
+                </div>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the audit trail log will be included in the document when it is
+                    downloaded. The audit trail log can still be downloaded from the logs page
+                    separately.
+                  </Trans>
+                </FormDescription>
+              </FormItem>
+            )}
+          />
+
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
               <Trans>Save</Trans>

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

@@ -13,6 +13,10 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import {
+  isFieldUnsignedAndRequired,
+  isRequiredField,
+} from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@documenso/prisma/client';
 import { type DocumentData, type Field, FieldType } from '@documenso/prisma/client';
@@ -94,7 +98,7 @@ export const EmbedDirectTemplateClientPage = ({
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
 
   const [pendingFields, _completedFields] = [
-    localFields.filter((field) => !field.inserted),
+    localFields.filter((field) => isFieldUnsignedAndRequired(field)),
     localFields.filter((field) => field.inserted),
   ];
 
@@ -112,7 +116,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value,
+          customText: payload.value ?? '',
           inserted: true,
           signedValue: payload,
         });
@@ -123,8 +127,10 @@ export const EmbedDirectTemplateClientPage = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
-            typedSignature: payload.value.startsWith('data:') ? null : payload.value,
+            signatureImageAsBase64:
+              payload.value && payload.value.startsWith('data:') ? payload.value : null,
+            typedSignature:
+              payload.value && !payload.value.startsWith('data:') ? payload.value : null,
           } satisfies Signature;
         }
 
@@ -182,7 +188,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(pendingFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -194,7 +200,7 @@ export const EmbedDirectTemplateClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(localFields);
+      const valid = validateFieldsInserted(pendingFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -207,12 +213,6 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
-      localFields.forEach((field) => {
-        if (!field.signedValue) {
-          throw new Error('Invalid configuration');
-        }
-      });
-
       const {
         documentId,
         token: documentToken,
@@ -223,13 +223,11 @@ export const EmbedDirectTemplateClientPage = ({
         directRecipientName: fullName,
         directRecipientEmail: email,
         templateUpdatedAt: updatedAt,
-        signedFieldValues: localFields.map((field) => {
-          if (!field.signedValue) {
-            throw new Error('Invalid configuration');
-          }
-
-          return field.signedValue;
-        }),
+        signedFieldValues: localFields
+          .filter((field) => {
+            return field.signedValue && (isRequiredField(field) || field.inserted);
+          })
+          .map((field) => field.signedValue!),
       });
 
       if (window.parent) {

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

@@ -1,6 +1,6 @@
 'use client';
 
-import { useEffect, useId, useLayoutEffect, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 
 import { Trans, msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
@@ -8,6 +8,7 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
 import {
@@ -102,19 +103,26 @@ export const EmbedSignDocumentClientPage = ({
   const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
 
   const [pendingFields, _completedFields] = [
-    fields.filter((field) => field.recipientId === recipient.id && !field.inserted),
+    fields.filter(
+      (field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field),
+    ),
     fields.filter((field) => field.inserted),
   ];
 
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
+  const fieldsRequiringValidation = useMemo(
+    () => fields.filter(isFieldUnsignedAndRequired),
+    [fields],
+  );
+
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
   const assistantSignersId = useId();
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(fields);
+    validateFieldsInserted(fieldsRequiringValidation);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -126,7 +134,7 @@ export const EmbedSignDocumentClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(fields);
+      const valid = validateFieldsInserted(fieldsRequiringValidation);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -73,7 +73,7 @@ export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: Deskto
 
       <Button
         variant="outline"
-        className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
+        className="text-muted-foreground flex w-full max-w-96 items-center justify-between rounded-lg"
         onClick={() => setIsCommandMenuOpen(true)}
       >
         <div className="flex items-center">
@@ -82,7 +82,7 @@ export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: Deskto
         </div>
 
         <div>
-          <div className="text-muted-foreground bg-muted flex items-center rounded-md px-1.5 py-0.5  text-xs tracking-wider">
+          <div className="text-muted-foreground bg-muted flex items-center rounded-md px-1.5 py-0.5 text-xs tracking-wider">
             {modifierKey}+K
           </div>
         </div>

apps/web/src/components/document/document-history-sheet.tsx

@@ -363,6 +363,40 @@ export const DocumentHistorySheet = ({
                       ]}
                     />
                   ))
+                  .with(
+                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED },
+                    ({ data }) => (
+                      <DocumentHistorySheetChanges
+                        values={[
+                          {
+                            key: 'Old',
+                            value: data.from,
+                          },
+                          {
+                            key: 'New',
+                            value: data.to,
+                          },
+                        ]}
+                      />
+                    ),
+                  )
+                  .with(
+                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED },
+                    ({ data }) => (
+                      <DocumentHistorySheetChanges
+                        values={[
+                          {
+                            key: 'Old',
+                            value: data.from,
+                          },
+                          {
+                            key: 'New',
+                            value: data.to,
+                          },
+                        ]}
+                      />
+                    ),
+                  )
                   .exhaustive()}
 
                 {isUserDetailsVisible && (

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.9.1-rc.8",
+  "version": "1.9.1-rc.9",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.9.1-rc.8",
+      "version": "1.9.1-rc.9",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -106,7 +106,7 @@
     },
     "apps/web": {
       "name": "@documenso/web",
-      "version": "1.9.1-rc.8",
+      "version": "1.9.1-rc.9",
       "license": "AGPL-3.0",
       "dependencies": {
         "@documenso/api": "*",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.9.1-rc.8",
+  "version": "1.9.1-rc.9",
   "scripts": {
     "build": "turbo run build",
     "build:web": "turbo run build --filter=@documenso/web",

packages/lib/jobs/definitions/emails/send-team-deleted-email.ts

@@ -17,6 +17,7 @@ const SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION_SCHEMA = z.object({
         documentLanguage: z.string(),
         includeSenderDetails: z.boolean(),
         includeSigningCertificate: z.boolean(),
+        includeAuditTrailLog: z.boolean(),
         brandingEnabled: z.boolean(),
         brandingLogo: z.string(),
         brandingUrl: z.string(),

packages/lib/jobs/definitions/internal/seal-document.handler.ts

@@ -13,6 +13,7 @@ import { signPdf } from '@documenso/signing';
 
 import { sendCompletedEmail } from '../../../server-only/document/send-completed-email';
 import PostHogServerClient from '../../../server-only/feature-flags/get-post-hog-server-client';
+import { getAuditLogsPdf } from '../../../server-only/htmltopdf/get-audit-logs-pdf';
 import { getCertificatePdf } from '../../../server-only/htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../../../server-only/pdf/flatten-annotations';
 import { flattenForm } from '../../../server-only/pdf/flatten-form';
@@ -57,6 +58,7 @@ export const run = async ({
           teamGlobalSettings: {
             select: {
               includeSigningCertificate: true,
+              includeAuditTrailLog: true,
             },
           },
         },
@@ -121,13 +123,36 @@ export const run = async ({
 
   const pdfData = await getFile(documentData);
 
-  const certificateData =
-    (document.team?.teamGlobalSettings?.includeSigningCertificate ?? true)
-      ? await getCertificatePdf({
-          documentId,
-          language: document.documentMeta?.language,
-        }).catch(() => null)
-      : null;
+  let includeSigningCertificate;
+
+  if (document.teamId) {
+    includeSigningCertificate =
+      document.team?.teamGlobalSettings?.includeSigningCertificate ?? true;
+  } else {
+    includeSigningCertificate = document.includeSigningCertificate ?? true;
+  }
+
+  const certificateData = includeSigningCertificate
+    ? await getCertificatePdf({
+        documentId,
+        language: document.documentMeta?.language,
+      }).catch(() => null)
+    : null;
+
+  let includeAuditTrailLog;
+
+  if (document.teamId) {
+    includeAuditTrailLog = document.team?.teamGlobalSettings?.includeAuditTrailLog ?? true;
+  } else {
+    includeAuditTrailLog = document.includeAuditTrailLog ?? true;
+  }
+
+  const auditLogData = includeAuditTrailLog
+    ? await getAuditLogsPdf({
+        documentId,
+        language: document.documentMeta?.language,
+      }).catch(() => null)
+    : null;
 
   const newDataId = await io.runTask('decorate-and-sign-pdf', async () => {
     const pdfDoc = await PDFDocument.load(pdfData);
@@ -150,6 +175,16 @@ export const run = async ({
       });
     }
 
+    if (auditLogData) {
+      const auditLog = await PDFDocument.load(auditLogData);
+
+      const auditLogPages = await pdfDoc.copyPages(auditLog, auditLog.getPageIndices());
+
+      auditLogPages.forEach((page) => {
+        pdfDoc.addPage(page);
+      });
+    }
+
     for (const field of fields) {
       if (field.inserted) {
         await insertFieldInPDF(pdfDoc, field);

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

@@ -124,6 +124,8 @@ export const createDocument = async ({
           team?.teamGlobalSettings?.documentVisibility,
           userTeamRole ?? TeamMemberRole.MEMBER,
         ),
+        includeSigningCertificate: team?.teamGlobalSettings?.includeSigningCertificate ?? true,
+        includeAuditTrailLog: team?.teamGlobalSettings?.includeAuditTrailLog ?? true,
         formValues,
         source: DocumentSource.DOCUMENT,
         documentMeta: {

packages/lib/server-only/document/seal-document.ts

@@ -22,6 +22,7 @@ import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
 import { putPdfFile } from '../../universal/upload/put-file';
 import { fieldsContainUnsignedRequiredField } from '../../utils/advanced-fields-helpers';
+import { getAuditLogsPdf } from '../htmltopdf/get-audit-logs-pdf';
 import { getCertificatePdf } from '../htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../pdf/flatten-annotations';
 import { flattenForm } from '../pdf/flatten-form';
@@ -61,6 +62,7 @@ export const sealDocument = async ({
           teamGlobalSettings: {
             select: {
               includeSigningCertificate: true,
+              includeAuditTrailLog: true,
             },
           },
         },
@@ -109,13 +111,36 @@ export const sealDocument = async ({
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 
-  const certificateData =
-    (document.team?.teamGlobalSettings?.includeSigningCertificate ?? true)
-      ? await getCertificatePdf({
-          documentId,
-          language: document.documentMeta?.language,
-        }).catch(() => null)
-      : null;
+  let includeSigningCertificate;
+
+  if (document.teamId) {
+    includeSigningCertificate =
+      document.team?.teamGlobalSettings?.includeSigningCertificate ?? true;
+  } else {
+    includeSigningCertificate = document.includeSigningCertificate ?? true;
+  }
+
+  const certificateData = includeSigningCertificate
+    ? await getCertificatePdf({
+        documentId,
+        language: document.documentMeta?.language,
+      }).catch(() => null)
+    : null;
+
+  let includeAuditTrailLog;
+
+  if (document.teamId) {
+    includeAuditTrailLog = document.team?.teamGlobalSettings?.includeAuditTrailLog ?? true;
+  } else {
+    includeAuditTrailLog = document.includeAuditTrailLog ?? true;
+  }
+
+  const auditLogData = includeAuditTrailLog
+    ? await getAuditLogsPdf({
+        documentId,
+        language: document.documentMeta?.language,
+      }).catch(() => null)
+    : null;
 
   const doc = await PDFDocument.load(pdfData);
 
@@ -134,6 +159,16 @@ export const sealDocument = async ({
     });
   }
 
+  if (auditLogData) {
+    const auditLog = await PDFDocument.load(auditLogData);
+
+    const auditLogPages = await doc.copyPages(auditLog, auditLog.getPageIndices());
+
+    auditLogPages.forEach((page) => {
+      doc.addPage(page);
+    });
+  }
+
   for (const field of fields) {
     await insertFieldInPDF(doc, field);
   }

packages/lib/server-only/document/update-document.ts

@@ -21,6 +21,8 @@ export type UpdateDocumentOptions = {
     title?: string;
     externalId?: string | null;
     visibility?: DocumentVisibility | null;
+    includeSigningCertificate?: boolean;
+    includeAuditTrailLog?: boolean;
     globalAccessAuth?: TDocumentAccessAuthTypes | null;
     globalActionAuth?: TDocumentActionAuthTypes | null;
   };
@@ -156,6 +158,12 @@ export const updateDocument = async ({
     documentGlobalActionAuth === undefined || documentGlobalActionAuth === newGlobalActionAuth;
   const isDocumentVisibilitySame =
     data.visibility === undefined || data.visibility === document.visibility;
+  const isIncludeSigningCertificateSame =
+    data.includeSigningCertificate === undefined ||
+    data.includeSigningCertificate === document.includeSigningCertificate;
+  const isIncludeAuditTrailLogSame =
+    data.includeAuditTrailLog === undefined ||
+    data.includeAuditTrailLog === document.includeAuditTrailLog;
 
   const auditLogs: CreateDocumentAuditLogDataResponse[] = [];
 
@@ -235,6 +243,34 @@ export const updateDocument = async ({
     );
   }
 
+  if (!isIncludeSigningCertificateSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED,
+        documentId,
+        metadata: requestMetadata,
+        data: {
+          from: String(document.includeSigningCertificate),
+          to: String(data.includeSigningCertificate || false),
+        },
+      }),
+    );
+  }
+
+  if (!isIncludeAuditTrailLogSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED,
+        documentId,
+        metadata: requestMetadata,
+        data: {
+          from: String(document.includeAuditTrailLog),
+          to: String(data.includeAuditTrailLog || false),
+        },
+      }),
+    );
+  }
+
   // Early return if nothing is required.
   if (auditLogs.length === 0) {
     return document;
@@ -254,6 +290,8 @@ export const updateDocument = async ({
         title: data.title,
         externalId: data.externalId,
         visibility: data.visibility as DocumentVisibility,
+        includeSigningCertificate: data.includeSigningCertificate,
+        includeAuditTrailLog: data.includeAuditTrailLog,
         authOptions,
       },
     });

packages/lib/server-only/htmltopdf/get-audit-logs-pdf.ts

@@ -0,0 +1,74 @@
+import { DateTime } from 'luxon';
+import type { Browser } from 'playwright';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { type SupportedLanguageCodes, isValidLanguageCode } from '../../constants/i18n';
+import { encryptSecondaryData } from '../crypto/encrypt';
+
+export type GetAuditLogsPdfParams = {
+  documentId: number;
+  // eslint-disable-next-line @typescript-eslint/ban-types
+  language?: SupportedLanguageCodes | (string & {});
+};
+
+export const getAuditLogsPdf = async ({ documentId, language }: GetAuditLogsPdfParams) => {
+  const { chromium } = await import('playwright');
+
+  const encryptedId = encryptSecondaryData({
+    data: documentId.toString(),
+    expiresAt: DateTime.now().plus({ minutes: 5 }).toJSDate().valueOf(),
+  });
+
+  let browser: Browser;
+
+  if (process.env.NEXT_PRIVATE_BROWSERLESS_URL) {
+    // !: Use CDP rather than the default `connect` method to avoid coupling to the playwright version.
+    // !: Previously we would have to keep the playwright version in sync with the browserless version to avoid errors.
+    browser = await chromium.connectOverCDP(process.env.NEXT_PRIVATE_BROWSERLESS_URL);
+  } else {
+    browser = await chromium.launch();
+  }
+
+  if (!browser) {
+    throw new Error(
+      'Failed to establish a browser, please ensure you have either a Browserless.io url or chromium browser installed',
+    );
+  }
+
+  const browserContext = await browser.newContext();
+
+  const page = await browserContext.newPage();
+
+  const lang = isValidLanguageCode(language) ? language : 'en';
+
+  await page.context().addCookies([
+    {
+      name: 'language',
+      value: lang,
+      url: NEXT_PUBLIC_WEBAPP_URL(),
+    },
+  ]);
+
+  try {
+    await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/__htmltopdf/audit-log?d=${encryptedId}`, {
+      waitUntil: 'networkidle',
+      timeout: 10_000,
+    });
+
+    const result = await page.pdf({
+      format: 'A4',
+    });
+
+    await browserContext.close();
+
+    void browser.close();
+
+    return result;
+  } catch (error) {
+    await browserContext.close();
+
+    void browser.close();
+
+    throw error;
+  }
+};

packages/lib/server-only/team/update-team-document-settings.ts

@@ -17,6 +17,7 @@ export type UpdateTeamDocumentSettingsOptions = {
     includeSenderDetails: boolean;
     typedSignatureEnabled: boolean;
     includeSigningCertificate: boolean;
+    includeAuditTrailLog: boolean;
   };
 };
 
@@ -36,6 +37,7 @@ export const updateTeamDocumentSettings = async ({
     documentLanguage,
     includeSenderDetails,
     includeSigningCertificate,
+    includeAuditTrailLog,
     typedSignatureEnabled,
   } = settings;
 
@@ -61,6 +63,7 @@ export const updateTeamDocumentSettings = async ({
       includeSenderDetails,
       typedSignatureEnabled,
       includeSigningCertificate,
+      includeAuditTrailLog,
     },
     update: {
       documentVisibility,
@@ -68,6 +71,7 @@ export const updateTeamDocumentSettings = async ({
       includeSenderDetails,
       typedSignatureEnabled,
       includeSigningCertificate,
+      includeAuditTrailLog,
     },
   });
 };

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

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

packages/lib/translations/fr/web.po

@@ -360,7 +360,7 @@ msgstr "<0>{teamName}</0> a demandé à utiliser votre adresse e-mail pour leur
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:463
 msgid "<0>Click to upload</0> or drag and drop"
-msgstr "<0>Cliquez pour télécharger</0> ou faites glisser et déposez"
+msgstr "<0>Cliquez pour importer</0> ou faites glisser et déposez"
 
 #: packages/ui/primitives/template-flow/add-template-settings.tsx:287
 msgid "<0>Email</0> - The recipient will be emailed the document to sign, approve, etc."
@@ -1009,7 +1009,7 @@ msgstr "Une erreur est survenue lors de la mise à jour de votre profil."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:108
 msgid "An error occurred while uploading your document."
-msgstr "Une erreur est survenue lors du téléchargement de votre document."
+msgstr "Une erreur est survenue lors de l'importation de votre document."
 
 #: apps/web/src/app/(dashboard)/admin/documents/[id]/super-delete-document-dialog.tsx:58
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:81
@@ -1430,7 +1430,7 @@ msgstr "Cliquez ici pour réessayer"
 
 #: apps/web/src/components/(teams)/dialogs/invite-team-member-dialog.tsx:392
 msgid "Click here to upload"
-msgstr "Cliquez ici pour télécharger"
+msgstr "Cliquez ici pour importer"
 
 #: apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx:52
 #: apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx:65
@@ -1597,11 +1597,11 @@ msgstr "Continuer vers la connexion"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:185
 msgid "Controls the default language of an uploaded document. This will be used as the language in email communications with the recipients."
-msgstr "Contrôle la langue par défaut d'un document téléchargé. Cela sera utilisé comme langue dans les communications par e-mail avec les destinataires."
+msgstr "Contrôle la langue par défaut d'un document importé. Cela sera utilisé comme langue dans les communications par e-mail avec les destinataires."
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:153
 msgid "Controls the default visibility of an uploaded document."
-msgstr "Contrôle la visibilité par défaut d'un document téléchargé."
+msgstr "Contrôle la visibilité par défaut d'un document importé."
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:232
 msgid "Controls the formatting of the message that will be sent when inviting a recipient to sign a document. If a custom message has been provided while configuring the document, it will be used instead."
@@ -2255,11 +2255,11 @@ msgstr "Document mis à jour"
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:55
 msgid "Document upload disabled due to unpaid invoices"
-msgstr "Téléchargement du document désactivé en raison de factures impayées"
+msgstr "Importation de documents désactivé en raison de factures impayées"
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:85
 msgid "Document uploaded"
-msgstr "Document téléchargé"
+msgstr "Document importé"
 
 #: apps/web/src/app/(signing)/sign/[token]/complete/page.tsx:131
 msgid "Document Viewed"
@@ -2721,7 +2721,7 @@ msgstr "Pour toute question concernant cette divulgation, les signatures électr
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:147
 msgid "For each recipient, provide their email (required) and name (optional) in separate columns. Download the template CSV below for the correct format."
-msgstr "Pour chaque destinataire, fournissez leur email (obligatoire) et leur nom (facultatif) dans des colonnes séparées. Téléchargez le modèle CSV ci-dessous pour le format correct."
+msgstr "Pour chaque destinataire, fournissez son e-mail (obligatoire) et son nom (facultatif) dans des colonnes séparées. Téléchargez le modèle CSV ci-dessous pour obtenir le format requis."
 
 #: packages/lib/server-only/auth/send-forgot-password.ts:61
 msgid "Forgot Password?"
@@ -2770,7 +2770,7 @@ msgstr "Authentification d'action de destinataire globale"
 #: apps/web/src/components/partials/not-found.tsx:67
 #: packages/ui/primitives/document-flow/document-flow-root.tsx:142
 msgid "Go Back"
-msgstr "Retourner"
+msgstr "Retour"
 
 #: apps/web/src/app/(unauthenticated)/verify-email/[token]/client.tsx:48
 #: apps/web/src/app/(unauthenticated)/verify-email/[token]/page.tsx:73
@@ -2834,7 +2834,7 @@ msgstr "Salut, je suis Timur"
 
 #: packages/email/templates/bulk-send-complete.tsx:36
 msgid "Hi {userName},"
-msgstr "Bonjour, {userName},"
+msgstr "Bonjour {userName},"
 
 #: packages/email/templates/reset-password.tsx:56
 msgid "Hi, {userName} <0>({userEmail})</0>"
@@ -2856,7 +2856,7 @@ msgstr "Je suis un signataire de ce document"
 
 #: packages/lib/constants/recipient-roles.ts:47
 msgid "I am a viewer of this document"
-msgstr "Je suis un visualiseur de ce document"
+msgstr "Je suis un lecteur de ce document"
 
 #: packages/lib/constants/recipient-roles.ts:45
 msgid "I am an approver of this document"
@@ -3234,11 +3234,11 @@ msgstr "MAU (document terminé)"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:209
 msgid "Max"
-msgstr ""
+msgstr "Maximum"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:227
 msgid "Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use template defaults."
-msgstr "Taille maximale du fichier : 4 Mo. Maximum de 100 lignes par téléversement. Les valeurs vides utiliseront les valeurs par défaut du modèle."
+msgstr "Taille maximale du fichier : 4 Mo. Maximum de 100 lignes par importation. Les valeurs vides utiliseront les valeurs par défaut du modèle."
 
 #: packages/lib/constants/teams.ts:12
 msgid "Member"
@@ -5032,7 +5032,7 @@ msgstr "Modèle supprimé"
 
 #: apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx:66
 msgid "Template document uploaded"
-msgstr "Document modèle téléchargé"
+msgstr "Document modèle importé"
 
 #: apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx:41
 msgid "Template duplicated"
@@ -5097,11 +5097,11 @@ msgstr "Couleur du texte"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:24
 msgid "Thank you for using Documenso to perform your electronic document signing. The purpose of this disclosure is to inform you about the process, legality, and your rights regarding the use of electronic signatures on our platform. By opting to use an electronic signature, you are agreeing to the terms and conditions outlined below."
-msgstr "Merci d'utiliser Documenso pour signer vos documents électroniquement. L'objectif de cette divulgation est de vous informer sur le processus, la légalité et vos droits concernant l'utilisation des signatures électroniques sur notre plateforme. En choisissant d'utiliser une signature électronique, vous acceptez les termes et conditions énoncés ci-dessous."
+msgstr "Merci d'utiliser Documenso pour signer vos documents électroniquement. L'objectif de cette clause est de vous informer sur le processus, la légalité et vos droits concernant l'utilisation de la signature électronique sur notre plateforme. En choisissant d'utiliser un sytème de signature électronique, vous acceptez les termes et conditions exposés ci-dessous."
 
 #: packages/email/template-components/template-forgot-password.tsx:25
 msgid "That's okay, it happens! Click the button below to reset your password."
-msgstr "C'est d'accord, cela arrive ! Cliquez sur le bouton ci-dessous pour réinitialiser votre mot de passe."
+msgstr "Ce n'est pas grave, cela arrive ! Cliquez sur le bouton ci-dessous pour réinitialiser votre mot de passe."
 
 #: apps/web/src/app/(dashboard)/admin/users/[id]/delete-user-dialog.tsx:52
 msgid "The account has been deleted successfully."
@@ -5331,7 +5331,7 @@ msgstr "Le webhook a été créé avec succès."
 
 #: apps/web/src/app/(dashboard)/documents/empty-state.tsx:25
 msgid "There are no active drafts at the current moment. You can upload a document to start drafting."
-msgstr "Il n'y a pas de brouillons actifs pour le moment. Vous pouvez télécharger un document pour commencer à rédiger."
+msgstr "Il n'y a pas de brouillons actifs pour le moment. Vous pouvez importer un document pour commencer un brouillon."
 
 #: apps/web/src/app/(dashboard)/documents/empty-state.tsx:20
 msgid "There are no completed documents yet. Documents that you have created or received will appear here once completed."
@@ -5899,27 +5899,27 @@ msgstr "Améliorer"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:132
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
-msgstr "Téléchargez un fichier CSV pour créer plusieurs documents à partir de ce modèle. Chaque ligne représente un document avec ses détails de destinataire."
+msgstr "Importer un fichier CSV pour créer plusieurs documents à partir de ce modèle. Chaque ligne représente un document avec les coordonnées de son destinataire."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:426
 msgid "Upload a custom document to use instead of the template's default document"
-msgstr "Téléchargez un document personnalisé à utiliser à la place du document par défaut du modèle"
+msgstr "Importer un document personnalisé à utiliser à la place du modèle par défaut"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:267
 msgid "Upload and Process"
-msgstr "Télécharger et traiter"
+msgstr "Importer et traiter"
 
 #: apps/web/src/components/forms/avatar-image.tsx:179
 msgid "Upload Avatar"
-msgstr "Télécharger un avatar"
+msgstr "Importer un avatar"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:198
 msgid "Upload CSV"
-msgstr "Télécharger le CSV"
+msgstr "Importer le CSV"
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:419
 msgid "Upload custom document"
-msgstr "Télécharger un document personnalisé"
+msgstr "Importer un document personnalisé"
 
 #: packages/ui/primitives/signature-pad/signature-pad.tsx:529
 msgid "Upload Signature"
@@ -5927,7 +5927,7 @@ msgstr "Importer une signature"
 
 #: packages/ui/primitives/document-dropzone.tsx:70
 msgid "Upload Template Document"
-msgstr "Télécharger le document modèle"
+msgstr "Importer le document modèle"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/branding-preferences.tsx:256
 msgid "Upload your brand logo (max 5MB, JPG, PNG, or WebP)"
@@ -5940,15 +5940,15 @@ msgstr "Téléversé par"
 
 #: apps/web/src/components/forms/avatar-image.tsx:91
 msgid "Uploaded file is too large"
-msgstr "Le fichier téléchargé est trop volumineux"
+msgstr "Le fichier importé est trop volumineux"
 
 #: apps/web/src/components/forms/avatar-image.tsx:92
 msgid "Uploaded file is too small"
-msgstr "Le fichier téléchargé est trop petit"
+msgstr "Le fichier importé est trop petit"
 
 #: apps/web/src/components/forms/avatar-image.tsx:93
 msgid "Uploaded file not an allowed file type"
-msgstr "Le fichier téléchargé n'est pas un type de fichier autorisé"
+msgstr "Le fichier importé n'est pas un type de fichier autorisé"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx:175
 msgid "Use"
@@ -6040,7 +6040,7 @@ msgstr "Vérifiez votre adresse e-mail pour débloquer toutes les fonctionnalit
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:60
 msgid "Verify your email to upload documents."
-msgstr "Vérifiez votre e-mail pour télécharger des documents."
+msgstr "Vérifiez votre e-mail pour importer des documents."
 
 #: packages/email/templates/confirm-team-email.tsx:71
 msgid "Verify your team email address"
@@ -6137,11 +6137,11 @@ msgstr "Vu"
 
 #: packages/lib/constants/recipient-roles.ts:32
 msgid "Viewer"
-msgstr "Visiteur"
+msgstr "Lecteur"
 
 #: packages/lib/constants/recipient-roles.ts:33
 msgid "Viewers"
-msgstr "Spectateurs"
+msgstr "Lecteurs"
 
 #: packages/lib/constants/recipient-roles.ts:31
 msgid "Viewing"
@@ -6526,7 +6526,7 @@ msgstr "Vous êtes sur le point d'envoyer ce document aux destinataires. Êtes-v
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:80
 msgid "You are currently on the <0>Free Plan</0>."
-msgstr "Vous êtes actuellement sur le <0>Plan Gratuit</0>."
+msgstr "Vous êtes actuellement sur l'<0>Abonnement Gratuit</0>."
 
 #: apps/web/src/components/(teams)/dialogs/update-team-member-dialog.tsx:148
 msgid "You are currently updating <0>{teamMemberName}.</0>"
@@ -6610,11 +6610,11 @@ msgstr "Vous ne pouvez pas modifier un membre de l'équipe qui a un rôle plus
 
 #: packages/ui/primitives/document-dropzone.tsx:43
 msgid "You cannot upload documents at this time."
-msgstr "Vous ne pouvez pas télécharger de documents pour le moment."
+msgstr "Vous ne pouvez pas importer de documents pour le moment."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:103
 msgid "You cannot upload encrypted PDFs"
-msgstr "Vous ne pouvez pas télécharger de PDF cryptés"
+msgstr "Vous ne pouvez pas importer de PDF cryptés"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:46
 msgid "You do not currently have a customer record, this should not happen. Please contact support for assistance."
@@ -6678,11 +6678,11 @@ msgstr "Vous n'avez pas encore de webhooks. Vos webhooks seront affichés ici un
 
 #: apps/web/src/app/(dashboard)/templates/empty-state.tsx:15
 msgid "You have not yet created any templates. To create a template please upload one."
-msgstr "Vous n'avez pas encore créé de modèles. Pour créer un modèle, veuillez en télécharger un."
+msgstr "Vous n'avez pas encore créé de modèles. Pour créer un modèle, veuillez en importer un."
 
 #: apps/web/src/app/(dashboard)/documents/empty-state.tsx:30
 msgid "You have not yet created or received any documents. To create a document please upload one."
-msgstr "Vous n'avez pas encore créé ou reçu de documents. Pour créer un document, veuillez en télécharger un."
+msgstr "Vous n'avez pas encore créé ou reçu de documents. Pour créer un document, veuillez en importer un."
 
 #: apps/web/src/app/(dashboard)/templates/template-direct-link-dialog.tsx:229
 msgid "You have reached the maximum limit of {0} direct templates. <0>Upgrade your account to continue!</0>"
@@ -6690,7 +6690,7 @@ msgstr "Vous avez atteint la limite maximale de {0} modèles directs. <0>Mettez
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:106
 msgid "You have reached your document limit for this month. Please upgrade your plan."
-msgstr "Vous avez atteint votre limite de documents pour ce mois. Veuillez passer à un plan supérieur."
+msgstr "Vous avez atteint votre limite de documents pour ce mois. Veuillez passer à l'abonnement supérieur."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:56
 #: packages/ui/primitives/document-dropzone.tsx:69
@@ -6811,11 +6811,11 @@ msgstr "Votre envoi groupé a été initié. Vous recevrez une notification par
 
 #: packages/email/templates/bulk-send-complete.tsx:40
 msgid "Your bulk send operation for template \"{templateName}\" has completed."
-msgstr "Votre opération d'envoi groupé pour le modèle \"{templateName}\" est terminée."
+msgstr "Votre envoi groupé pour le modèle \"{templateName}\" est terminé."
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
 msgid "Your current plan is past due. Please update your payment information."
-msgstr "Votre plan actuel est en retard. Veuillez mettre à jour vos informations de paiement."
+msgstr "Votre abonnement actuel est arrivé à échéance. Veuillez mettre à jour vos informations de paiement."
 
 #: apps/web/src/components/templates/manage-public-template-dialog.tsx:249
 msgid "Your direct signing templates"
@@ -6823,7 +6823,7 @@ msgstr "Vos modèles de signature directe"
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:123
 msgid "Your document failed to upload."
-msgstr "Votre document a échoué à se télécharger."
+msgstr "L'importation de votre document a échoué."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:169
 msgid "Your document has been created from the template successfully."
@@ -6847,11 +6847,11 @@ msgstr "Votre document a été dupliqué avec succès."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:86
 msgid "Your document has been uploaded successfully."
-msgstr "Votre document a été téléchargé avec succès."
+msgstr "Votre document a été importé avec succès."
 
 #: apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx:68
 msgid "Your document has been uploaded successfully. You will be redirected to the template page."
-msgstr "Votre document a été téléchargé avec succès. Vous serez redirigé vers la page de modèle."
+msgstr "Votre document a été importé avec succès. Vous serez redirigé vers la page de modèle."
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:104
 msgid "Your document preferences have been updated"

packages/lib/types/document-audit-logs.ts

@@ -29,7 +29,9 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
   'DOCUMENT_FIELD_INSERTED', // When a field is inserted (signed/approved/etc) by a recipient.
   'DOCUMENT_FIELD_UNINSERTED', // When a field is uninserted by a recipient.
   'DOCUMENT_FIELD_PREFILLED', // When a field is prefilled by an assistant.
-  'DOCUMENT_VISIBILITY_UPDATED', // When the document visibility scope is updated
+  'DOCUMENT_VISIBILITY_UPDATED', // When the document visibility scope is updated.
+  'DOCUMENT_SIGNING_CERTIFICATE_UPDATED', // When the include signing certificate is updated.
+  'DOCUMENT_AUDIT_TRAIL_UPDATED', // When the include audit trail is updated.
   'DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED', // When the global access authentication is updated.
   'DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED', // When the global action authentication is updated.
   'DOCUMENT_META_UPDATED', // When the document meta data is updated.
@@ -397,6 +399,16 @@ export const ZDocumentAuditLogEventDocumentVisibilitySchema = z.object({
   data: ZGenericFromToSchema,
 });
 
+export const ZDocumentAuditLogEventDocumentSigningCertificateUpdatedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED),
+  data: ZGenericFromToSchema,
+});
+
+export const ZDocumentAuditLogEventDocumentAuditTrailUpdatedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED),
+  data: ZGenericFromToSchema,
+});
+
 /**
  * Event: Document global authentication access updated.
  */
@@ -574,6 +586,8 @@ export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
     ZDocumentAuditLogEventDocumentFieldUninsertedSchema,
     ZDocumentAuditLogEventDocumentFieldPrefilledSchema,
     ZDocumentAuditLogEventDocumentVisibilitySchema,
+    ZDocumentAuditLogEventDocumentSigningCertificateUpdatedSchema,
+    ZDocumentAuditLogEventDocumentAuditTrailUpdatedSchema,
     ZDocumentAuditLogEventDocumentGlobalAuthAccessUpdatedSchema,
     ZDocumentAuditLogEventDocumentGlobalAuthActionUpdatedSchema,
     ZDocumentAuditLogEventDocumentMetaUpdatedSchema,

packages/lib/types/document.ts

@@ -18,6 +18,8 @@ import { ZRecipientLiteSchema } from './recipient';
  */
 export const ZDocumentSchema = DocumentSchema.pick({
   visibility: true,
+  includeSigningCertificate: true,
+  includeAuditTrailLog: true,
   status: true,
   source: true,
   id: true,
@@ -82,6 +84,8 @@ export const ZDocumentLiteSchema = DocumentSchema.pick({
   deletedAt: true,
   teamId: true,
   templateId: true,
+  includeSigningCertificate: true,
+  includeAuditTrailLog: true,
 });
 
 /**
@@ -104,6 +108,8 @@ export const ZDocumentManySchema = DocumentSchema.pick({
   deletedAt: true,
   teamId: true,
   templateId: true,
+  includeSigningCertificate: true,
+  includeAuditTrailLog: true,
 }).extend({
   user: UserSchema.pick({
     id: true,

packages/lib/utils/document-audit-logs.ts

@@ -322,6 +322,14 @@ export const formatDocumentAuditLogAction = (
       anonymous: msg`Document visibility updated`,
       identified: msg`${prefix} updated the document visibility`,
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED }, () => ({
+      anonymous: msg`Document signing certificate updated`,
+      identified: msg`${prefix} updated the document signing certificate`,
+    }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED }, () => ({
+      anonymous: msg`Document audit trail updated`,
+      identified: msg`${prefix} updated the document audit trail`,
+    }))
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED }, () => ({
       anonymous: msg`Document access auth updated`,
       identified: msg`${prefix} updated the document access auth requirements`,

packages/prisma/migrations/20250217090902_add_audit_trail_log_team_preferences/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "TeamGlobalSettings" ADD COLUMN     "includeAuditTrailLog" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/migrations/20250219075352_add_document_properties/migration.sql

@@ -0,0 +1,3 @@
+-- AlterTable
+ALTER TABLE "Document" ADD COLUMN     "includeAuditTrail" BOOLEAN NOT NULL DEFAULT true,
+ADD COLUMN     "includeSigningCertificate" BOOLEAN NOT NULL DEFAULT true;

packages/prisma/migrations/20250219100115_update_property_name/migration.sql

@@ -0,0 +1,9 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `includeAuditTrail` on the `Document` table. All the data in the column will be lost.
+
+*/
+-- AlterTable
+ALTER TABLE "Document" DROP COLUMN "includeAuditTrail",
+ADD COLUMN     "includeAuditTrailLog" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/schema.prisma

@@ -311,30 +311,32 @@ enum DocumentVisibility {
 
 /// @zod.import(["import { ZDocumentAuthOptionsSchema } from '@documenso/lib/types/document-auth';", "import { ZDocumentFormValuesSchema } from '@documenso/lib/types/document-form-values';"])
 model Document {
-  id             Int                 @id @default(autoincrement())
-  externalId     String? /// @zod.string.describe("A custom external ID you can use to identify the document.")
-  userId         Int /// @zod.number.describe("The ID of the user that created this document.")
-  user           User                @relation(fields: [userId], references: [id], onDelete: Cascade)
-  authOptions    Json? /// [DocumentAuthOptions] @zod.custom.use(ZDocumentAuthOptionsSchema)
-  formValues     Json? /// [DocumentFormValues] @zod.custom.use(ZDocumentFormValuesSchema)
-  visibility     DocumentVisibility  @default(EVERYONE)
-  title          String
-  status         DocumentStatus      @default(DRAFT)
-  recipients     Recipient[]
-  fields         Field[]
-  shareLinks     DocumentShareLink[]
-  documentDataId String
-  documentData   DocumentData        @relation(fields: [documentDataId], references: [id], onDelete: Cascade)
-  documentMeta   DocumentMeta?
-  createdAt      DateTime            @default(now())
-  updatedAt      DateTime            @default(now()) @updatedAt
-  completedAt    DateTime?
-  deletedAt      DateTime?
-  teamId         Int?
-  team           Team?               @relation(fields: [teamId], references: [id])
-  templateId     Int?
-  template       Template?           @relation(fields: [templateId], references: [id], onDelete: SetNull)
-  source         DocumentSource
+  id                        Int                 @id @default(autoincrement())
+  externalId                String? /// @zod.string.describe("A custom external ID you can use to identify the document.")
+  userId                    Int /// @zod.number.describe("The ID of the user that created this document.")
+  user                      User                @relation(fields: [userId], references: [id], onDelete: Cascade)
+  authOptions               Json? /// [DocumentAuthOptions] @zod.custom.use(ZDocumentAuthOptionsSchema)
+  formValues                Json? /// [DocumentFormValues] @zod.custom.use(ZDocumentFormValuesSchema)
+  visibility                DocumentVisibility  @default(EVERYONE)
+  includeSigningCertificate Boolean             @default(true)
+  includeAuditTrailLog      Boolean             @default(false)
+  title                     String
+  status                    DocumentStatus      @default(DRAFT)
+  recipients                Recipient[]
+  fields                    Field[]
+  shareLinks                DocumentShareLink[]
+  documentDataId            String
+  documentData              DocumentData        @relation(fields: [documentDataId], references: [id], onDelete: Cascade)
+  documentMeta              DocumentMeta?
+  createdAt                 DateTime            @default(now())
+  updatedAt                 DateTime            @default(now()) @updatedAt
+  completedAt               DateTime?
+  deletedAt                 DateTime?
+  teamId                    Int?
+  team                      Team?               @relation(fields: [teamId], references: [id])
+  templateId                Int?
+  template                  Template?           @relation(fields: [templateId], references: [id], onDelete: SetNull)
+  source                    DocumentSource
 
   auditLogs DocumentAuditLog[]
 
@@ -543,6 +545,7 @@ model TeamGlobalSettings {
   includeSenderDetails      Boolean            @default(true)
   typedSignatureEnabled     Boolean            @default(true)
   includeSigningCertificate Boolean            @default(true)
+  includeAuditTrailLog      Boolean            @default(false)
 
   brandingEnabled        Boolean @default(false)
   brandingLogo           String  @default("")

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

@@ -65,7 +65,7 @@ export const documentRouter = router({
     .input(ZGetDocumentByIdQuerySchema)
     .query(async ({ input, ctx }) => {
       const { teamId } = ctx;
-      const { documentId } = input;
+      const { documentId, includeCertificate, includeAuditLog } = input;
 
       return await getDocumentById({
         userId: ctx.user.id,

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

@@ -63,6 +63,16 @@ export const ZDocumentVisibilitySchema = z
   .nativeEnum(DocumentVisibility)
   .describe('The visibility of the document.');
 
+export const ZDocumentIncludeSigningCertificateSchema = z
+  .boolean()
+  .default(true)
+  .describe('Whether to include a signing certificate in the document.');
+
+export const ZDocumentIncludeAuditTrailSchema = z
+  .boolean()
+  .default(true)
+  .describe('Whether to include an audit trail in the document.');
+
 export const ZDocumentMetaTimezoneSchema = z
   .string()
   .describe(
@@ -141,6 +151,8 @@ export const ZFindDocumentAuditLogsQuerySchema = ZFindSearchParamsSchema.extend(
 
 export const ZGetDocumentByIdQuerySchema = z.object({
   documentId: z.number(),
+  includeCertificate: z.boolean().default(true).optional(),
+  includeAuditLog: z.boolean().default(true).optional(),
 });
 
 export const ZDuplicateDocumentRequestSchema = z.object({
@@ -235,6 +247,8 @@ export const ZUpdateDocumentRequestSchema = z.object({
       title: ZDocumentTitleSchema.optional(),
       externalId: ZDocumentExternalIdSchema.nullish(),
       visibility: ZDocumentVisibilitySchema.optional(),
+      includeSigningCertificate: ZDocumentIncludeSigningCertificateSchema.optional(),
+      includeAuditTrailLog: ZDocumentIncludeAuditTrailSchema.optional(),
       globalAccessAuth: ZDocumentAccessAuthTypesSchema.nullish(),
       globalActionAuth: ZDocumentActionAuthTypesSchema.nullish(),
     })

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

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

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

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

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

@@ -206,6 +206,7 @@ export const ZUpdateTeamDocumentSettingsMutationSchema = z.object({
     includeSenderDetails: z.boolean().optional().default(false),
     typedSignatureEnabled: z.boolean().optional().default(true),
     includeSigningCertificate: z.boolean().optional().default(true),
+    includeAuditTrailLog: z.boolean().optional().default(true),
   }),
 });
 

packages/ui/primitives/document-flow/add-settings.tsx

@@ -42,6 +42,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 
+import { Checkbox } from '../checkbox';
 import { Combobox } from '../combobox';
 import { Input } from '../input';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
@@ -92,6 +93,8 @@ export const AddSettingsFormPartial = ({
       visibility: document.visibility || '',
       globalAccessAuth: documentAuthOption?.globalAccessAuth || undefined,
       globalActionAuth: documentAuthOption?.globalActionAuth || undefined,
+      includeSigningCertificate: document.includeSigningCertificate ?? true,
+      includeAuditTrailLog: document.includeAuditTrailLog ?? true,
       meta: {
         timezone:
           TIME_ZONES.find((timezone) => timezone === document.documentMeta?.timezone) ??
@@ -259,6 +262,111 @@ export const AddSettingsFormPartial = ({
               />
             )}
 
+            <FormField
+              control={form.control}
+              name="globalActionAuth"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel className="flex flex-row items-center">
+                    <Trans>Recipient action authentication</Trans>
+                    <DocumentGlobalAuthActionTooltip />
+                  </FormLabel>
+
+                  <FormControl>
+                    <DocumentGlobalAuthActionSelect {...field} onValueChange={field.onChange} />
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <Accordion type="multiple" className="mt-6">
+              <AccordionItem value="advanced-options" className="border-none">
+                <AccordionTrigger className="text-foreground mb-2 rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
+                  <Trans>Certificates</Trans>
+                </AccordionTrigger>
+
+                <AccordionContent className="text-muted-foreground -mx-1 px-1 pt-2 text-sm leading-relaxed">
+                  <div className="flex flex-col space-y-6">
+                    <FormField
+                      control={form.control}
+                      name="includeSigningCertificate"
+                      render={({ field }) => (
+                        <FormItem>
+                          <div className="flex flex-row items-center gap-4">
+                            <FormControl>
+                              <Checkbox
+                                checked={field.value}
+                                className="h-5 w-5"
+                                onCheckedChange={field.onChange}
+                              />
+                            </FormControl>
+                            <FormLabel className="m-0 flex flex-row items-center">
+                              <Trans>Include signing certificate</Trans>{' '}
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-muted-foreground max-w-xs">
+                                  <Trans>
+                                    Including the signing certificate means that the certificate
+                                    will be attached to the document. You won't be able to remove
+                                    it. <br />
+                                    <br />
+                                    If you don't include it, you can download it individually.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+                          </div>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="includeAuditTrailLog"
+                      render={({ field }) => (
+                        <FormItem>
+                          <div className="flex flex-row items-center gap-4">
+                            <FormControl>
+                              <Checkbox
+                                checked={field.value}
+                                className="h-5 w-5"
+                                onCheckedChange={field.onChange}
+                              />
+                            </FormControl>
+                            <FormLabel className="m-0 flex flex-row items-center">
+                              <Trans>Include audit trail</Trans>{' '}
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-muted-foreground max-w-xs">
+                                  <Trans>
+                                    Including the audit trail means that the log of all actions will
+                                    be attached to the document. You won't be able to remove it.{' '}
+                                    <br />
+                                    <br />
+                                    If you don't include it, you can download it individually.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+                          </div>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+                  </div>
+                </AccordionContent>
+              </AccordionItem>
+            </Accordion>
+
             {isDocumentEnterprise && (
               <FormField
                 control={form.control}

packages/ui/primitives/document-flow/add-settings.types.ts

@@ -29,6 +29,8 @@ export const ZAddSettingsFormSchema = z.object({
   title: z.string().trim().min(1, { message: "Title can't be empty" }),
   externalId: z.string().optional(),
   visibility: z.nativeEnum(DocumentVisibility).optional(),
+  includeSigningCertificate: z.boolean().default(true).optional(),
+  includeAuditTrailLog: z.boolean().default(true).optional(),
   globalAccessAuth: ZMapNegativeOneToUndefinedSchema.pipe(
     ZDocumentAccessAuthTypesSchema.optional(),
   ),

packages/ui/primitives/signature-pad/signature-pad.tsx

@@ -282,7 +282,11 @@ export const SignaturePad = ({
       event.preventDefault();
     }
 
-    onMouseUp(event, false);
+    if (isPressed) {
+      onMouseUp(event, true);
+    } else {
+      onMouseUp(event, false);
+    }
   };
 
   const onClearClick = () => {

packages/ui/primitives/split-button.tsx

@@ -0,0 +1,83 @@
+'use client';
+
+import * as React from 'react';
+
+import { ChevronDown } from 'lucide-react';
+
+import { cn } from '../lib/utils';
+import { Button } from './button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from './dropdown-menu';
+
+const SplitButtonContext = React.createContext<{
+  variant?: React.ComponentProps<typeof Button>['variant'];
+  size?: React.ComponentProps<typeof Button>['size'];
+}>({});
+
+const SplitButton = React.forwardRef<
+  HTMLDivElement,
+  React.HTMLAttributes<HTMLDivElement> & {
+    variant?: React.ComponentProps<typeof Button>['variant'];
+    size?: React.ComponentProps<typeof Button>['size'];
+  }
+>(({ className, children, variant = 'default', size = 'default', ...props }, ref) => {
+  return (
+    <SplitButtonContext.Provider value={{ variant, size }}>
+      <div ref={ref} className={cn('inline-flex', className)} {...props}>
+        {children}
+      </div>
+    </SplitButtonContext.Provider>
+  );
+});
+SplitButton.displayName = 'SplitButton';
+
+const SplitButtonAction = React.forwardRef<
+  HTMLButtonElement,
+  React.ButtonHTMLAttributes<HTMLButtonElement>
+>(({ className, children, ...props }, ref) => {
+  const { variant, size } = React.useContext(SplitButtonContext);
+  return (
+    <Button
+      ref={ref}
+      variant={variant}
+      size={size}
+      className={cn('rounded-r-none border-r-0', className)}
+      {...props}
+    >
+      {children}
+    </Button>
+  );
+});
+SplitButtonAction.displayName = 'SplitButtonAction';
+
+const SplitButtonDropdown = React.forwardRef<HTMLDivElement, React.HTMLAttributes<HTMLDivElement>>(
+  ({ children, ...props }, ref) => {
+    const { variant, size } = React.useContext(SplitButtonContext);
+    return (
+      <DropdownMenu>
+        <DropdownMenuTrigger asChild>
+          <Button
+            variant={variant}
+            size={size}
+            className="rounded-l-none px-2 focus-visible:ring-offset-0"
+          >
+            <ChevronDown className="h-4 w-4" />
+            <span className="sr-only">More options</span>
+          </Button>
+        </DropdownMenuTrigger>
+        <DropdownMenuContent align="end" {...props} ref={ref}>
+          {children}
+        </DropdownMenuContent>
+      </DropdownMenu>
+    );
+  },
+);
+SplitButtonDropdown.displayName = 'SplitButtonDropdown';
+
+const SplitButtonDropdownItem = DropdownMenuItem;
+
+export { SplitButton, SplitButtonAction, SplitButtonDropdown, SplitButtonDropdownItem };