v2.3.2

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>

.env.example

@@ -23,6 +23,10 @@ NEXT_PRIVATE_OIDC_CLIENT_ID=""
 NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
 NEXT_PRIVATE_OIDC_PROVIDER_LABEL="OIDC"
 NEXT_PRIVATE_OIDC_SKIP_VERIFY=""
+# Specifies the prompt to use for OIDC signin, explicitly setting
+# an empty string will omit the prompt parameter.
+# See: https://www.cerberauth.com/blog/openid-connect-oauth2-prompts/
+NEXT_PRIVATE_OIDC_PROMPT="login"
 
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
@@ -134,6 +138,23 @@ NEXT_PUBLIC_POSTHOG_KEY=""
 NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
 # OPTIONAL: Leave blank to allow users to signup through /signup page.
 NEXT_PUBLIC_DISABLE_SIGNUP=
+# OPTIONAL: Set to true to use internal webapp url in browserless requests.
+NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
+
+# [[TELEMETRY]]
+# OPTIONAL: Set to "true" to disable anonymous telemetry for self-hosted instances.
+# Telemetry helps us understand how Documenso is being used and improve the product.
+# We only collect: app version, installation ID, and node ID. No personal data is collected.
+DOCUMENSO_DISABLE_TELEMETRY=
+
+# [[AI]]
+# OPTIONAL: Google Cloud Project ID for Vertex AI.
+GOOGLE_VERTEX_PROJECT_ID=""
+# OPTIONAL: Google Cloud region for Vertex AI. Defaults to "global".
+GOOGLE_VERTEX_LOCATION="global"
+# OPTIONAL: API key for Google Vertex AI (Gemini). Get your key from:
+# https://console.cloud.google.com/vertex-ai/studio/settings/api-keys
+GOOGLE_VERTEX_API_KEY=""
 
 # [[E2E Tests]]
 E2E_TEST_AUTHENTICATE_USERNAME="Test User"

.github/workflows/e2e-tests.yml

@@ -1,14 +1,19 @@
 name: Playwright Tests
 on:
   push:
-    branches: ['main', 'feat/rr7']
+    branches: ['main']
   pull_request:
     branches: ['main']
+
+concurrency:
+  group: ci-${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: true
+
 jobs:
   e2e_tests:
     name: 'E2E Tests'
     timeout-minutes: 60
-    runs-on: warp-ubuntu-2204-x64-16x
+    runs-on: warp-ubuntu-2204-x64-8x
     steps:
       - uses: actions/checkout@v4
 
@@ -28,9 +33,6 @@ jobs:
       - name: Seed the database
         run: npm run prisma:seed
 
-      - name: Build app
-        run: npm run build
-
       - name: Install playwright browsers
         run: npx playwright install --with-deps
 
@@ -45,7 +47,7 @@ jobs:
         with:
           name: test-results
           path: 'packages/app-tests/**/test-results/*'
-          retention-days: 30
+          retention-days: 7
     env:
       TURBO_TOKEN: ${{ secrets.TURBO_TOKEN }}
       TURBO_TEAM: ${{ vars.TURBO_TEAM }}

.github/workflows/publish.yml

@@ -36,6 +36,8 @@ jobs:
       - name: Build the docker image
         env:
           BUILD_PLATFORM: ${{ matrix.os == 'warp-ubuntu-latest-arm64-4x' && 'arm64' || 'amd64' }}
+          NEXT_PRIVATE_TELEMETRY_KEY: ${{ secrets.NEXT_PRIVATE_TELEMETRY_KEY }}
+          NEXT_PRIVATE_TELEMETRY_HOST: ${{ secrets.NEXT_PRIVATE_TELEMETRY_HOST }}
         run: |
           APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
           GIT_SHA="$(git rev-parse HEAD)"
@@ -43,6 +45,8 @@ jobs:
           docker build \
             -f ./docker/Dockerfile \
             --progress=plain \
+            --build-arg NEXT_PRIVATE_TELEMETRY_KEY="${NEXT_PRIVATE_TELEMETRY_KEY:-}" \
+            --build-arg NEXT_PRIVATE_TELEMETRY_HOST="${NEXT_PRIVATE_TELEMETRY_HOST:-}" \
             -t "documenso/documenso-$BUILD_PLATFORM:latest" \
             -t "documenso/documenso-$BUILD_PLATFORM:$GIT_SHA" \
             -t "documenso/documenso-$BUILD_PLATFORM:$APP_VERSION" \
@@ -61,6 +65,47 @@ jobs:
         env:
           BUILD_PLATFORM: ${{ matrix.os == 'warp-ubuntu-latest-arm64-4x' && 'arm64' || 'amd64' }}
 
+      - name: Build the chromium docker image
+        env:
+          BUILD_PLATFORM: ${{ matrix.os == 'warp-ubuntu-latest-arm64-4x' && 'arm64' || 'amd64' }}
+        run: |
+          APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
+          GIT_SHA="$(git rev-parse HEAD)"
+
+          docker build \
+            -f ./docker/Dockerfile.chromium \
+            --progress=plain \
+            --build-arg TAG="$GIT_SHA" \
+            -t "documenso/documenso-$BUILD_PLATFORM:latest-chromium" \
+            -t "documenso/documenso-$BUILD_PLATFORM:$GIT_SHA-chromium" \
+            -t "documenso/documenso-$BUILD_PLATFORM:$APP_VERSION-chromium" \
+            -t "ghcr.io/documenso/documenso-$BUILD_PLATFORM:latest-chromium" \
+            -t "ghcr.io/documenso/documenso-$BUILD_PLATFORM:$GIT_SHA-chromium" \
+            -t "ghcr.io/documenso/documenso-$BUILD_PLATFORM:$APP_VERSION-chromium" \
+            .
+
+      - name: Push the chromium docker image to DockerHub
+        env:
+          BUILD_PLATFORM: ${{ matrix.os == 'warp-ubuntu-latest-arm64-4x' && 'arm64' || 'amd64' }}
+        run: |
+          APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
+          GIT_SHA="$(git rev-parse HEAD)"
+
+          docker push "documenso/documenso-$BUILD_PLATFORM:latest-chromium"
+          docker push "documenso/documenso-$BUILD_PLATFORM:$GIT_SHA-chromium"
+          docker push "documenso/documenso-$BUILD_PLATFORM:$APP_VERSION-chromium" \
+
+      - name: Push the chromium docker image to GitHub Container Registry
+        env:
+          BUILD_PLATFORM: ${{ matrix.os == 'warp-ubuntu-latest-arm64-4x' && 'arm64' || 'amd64' }}
+        run: |
+          APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
+          GIT_SHA="$(git rev-parse HEAD)"
+
+          docker push "ghcr.io/documenso/documenso-$BUILD_PLATFORM:latest-chromium"
+          docker push "ghcr.io/documenso/documenso-$BUILD_PLATFORM:$GIT_SHA-chromium"
+          docker push "ghcr.io/documenso/documenso-$BUILD_PLATFORM:$APP_VERSION-chromium"
+
   create_and_publish_manifest:
     name: Create and publish manifest
     runs-on: ubuntu-latest
@@ -121,6 +166,43 @@ jobs:
           docker manifest push documenso/documenso:$GIT_SHA
           docker manifest push documenso/documenso:$APP_VERSION
 
+      - name: Create and push DockerHub chromium manifest
+        run: |
+          APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
+          GIT_SHA="$(git rev-parse HEAD)"
+
+          # Check if the version is stable (no rc or beta in the version)
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            docker manifest create \
+              documenso/documenso:latest-chromium \
+              --amend documenso/documenso-amd64:latest-chromium \
+              --amend documenso/documenso-arm64:latest-chromium
+
+            docker manifest push documenso/documenso:latest-chromium
+          fi
+
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+-rc\.[0-9]+$ ]]; then
+            docker manifest create \
+              documenso/documenso:rc-chromium \
+              --amend documenso/documenso-amd64:rc-chromium \
+              --amend documenso/documenso-arm64:rc-chromium
+
+            docker manifest push documenso/documenso:rc-chromium
+          fi
+
+          docker manifest create \
+            documenso/documenso:$GIT_SHA-chromium \
+            --amend documenso/documenso-amd64:$GIT_SHA-chromium \
+            --amend documenso/documenso-arm64:$GIT_SHA-chromium
+
+          docker manifest create \
+            documenso/documenso:$APP_VERSION-chromium \
+            --amend documenso/documenso-amd64:$APP_VERSION-chromium \
+            --amend documenso/documenso-arm64:$APP_VERSION-chromium
+
+          docker manifest push documenso/documenso:$GIT_SHA-chromium
+          docker manifest push documenso/documenso:$APP_VERSION-chromium
+
       - name: Create and push Github Container Registry manifest
         run: |
           APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
@@ -157,3 +239,40 @@ jobs:
 
           docker manifest push ghcr.io/documenso/documenso:$GIT_SHA
           docker manifest push ghcr.io/documenso/documenso:$APP_VERSION
+
+      - name: Create and push Github Container Registry chromium manifest
+        run: |
+          APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
+          GIT_SHA="$(git rev-parse HEAD)"
+
+          # Check if the version is stable (no rc or beta in the version)
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            docker manifest create \
+              ghcr.io/documenso/documenso:latest-chromium \
+              --amend ghcr.io/documenso/documenso-amd64:latest-chromium \
+              --amend ghcr.io/documenso/documenso-arm64:latest-chromium
+
+            docker manifest push ghcr.io/documenso/documenso:latest-chromium
+          fi
+
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+-rc\.[0-9]+$ ]]; then
+            docker manifest create \
+              ghcr.io/documenso/documenso:rc-chromium \
+              --amend ghcr.io/documenso/documenso-amd64:rc-chromium \
+              --amend ghcr.io/documenso/documenso-arm64:rc-chromium
+
+            docker manifest push ghcr.io/documenso/documenso:rc-chromium
+          fi
+
+          docker manifest create \
+            ghcr.io/documenso/documenso:$GIT_SHA-chromium \
+            --amend ghcr.io/documenso/documenso-amd64:$GIT_SHA-chromium \
+            --amend ghcr.io/documenso/documenso-arm64:$GIT_SHA-chromium
+
+          docker manifest create \
+            ghcr.io/documenso/documenso:$APP_VERSION-chromium \
+            --amend ghcr.io/documenso/documenso-amd64:$APP_VERSION-chromium \
+            --amend ghcr.io/documenso/documenso-arm64:$APP_VERSION-chromium
+
+          docker manifest push ghcr.io/documenso/documenso:$GIT_SHA-chromium
+          docker manifest push ghcr.io/documenso/documenso:$APP_VERSION-chromium

.github/workflows/translations-upload.yml

@@ -17,6 +17,7 @@ jobs:
     environment: Translations
     permissions:
       contents: write
+      pull-requests: write
     steps:
       - name: Checkout
         uses: actions/checkout@v4
@@ -26,12 +27,54 @@ jobs:
       - name: Extract translations
         run: npm run translate:extract
 
-      - name: Check and commit any files created
+      - name: Commit changes and push to reserved branch
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
         run: |
+          set -euo pipefail
+
+          BRANCH="chore/extract-translations"
+
           git config --global user.name 'github-actions'
           git config --global user.email 'github-actions@documenso.com'
+
+          git fetch origin
+
+          # Create branch locally (always reset to main)
+          git checkout -B "$BRANCH" origin/main
+
+          # Stage translation output
           git add packages/lib/translations
-          git diff --staged --quiet --exit-code || (git commit -m "chore: extract translations" && git push)
+
+          # If no changes, exit early
+          if git diff --staged --quiet; then
+            echo "No translation changes found."
+            exit 0
+          fi
+
+          # Commit fresh snapshot
+          git commit -m "chore: extract translations"
+
+          # Force push reserved branch
+          git push origin "$BRANCH" --force
+
+          # Does a PR already exist?
+          EXISTING_PR=$(gh pr list \
+            --state open \
+            --head "$BRANCH" \
+            --json number \
+            --jq '.[0].number // empty')
+
+          if [ -z "$EXISTING_PR" ]; then
+            echo "No existing PR — creating new one."
+            gh pr create \
+              --title "chore: extract translations" \
+              --body "Automated translation extraction" \
+              --base main \
+              --head "$BRANCH"
+          else
+            echo "PR #$EXISTING_PR already exists — not creating a new one."
+          fi
 
       - name: Compile translations
         id: compile_translations

.gitignore

@@ -60,3 +60,6 @@ CLAUDE.md
 
 # agents
 .specs
+
+# scripts
+scripts/output*

.npmrc

@@ -1,3 +1,2 @@
-auto-install-peers = true
 legacy-peer-deps = true
 prefer-dedupe = true

.vscode/settings.json

@@ -17,5 +17,6 @@
   },
   "[typescriptreact]": {
     "editor.defaultFormatter": "esbenp.prettier-vscode"
-  }
+  },
+  "prisma.pinToPrisma6": true
 }

README.md

@@ -1,6 +1,3 @@
-> 🚨 🚨 🚨
-> Documenso 2.0.0 is live on Product Hunt 🎉 <a href="https://documen.so/launch" target="_blank" rel="noopener noreferrer" style="text-decoration: underline;">Join us to celebrate the best Documenso yet 🪩</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">
@@ -174,9 +171,11 @@ git clone https://github.com/<your-username>/documenso
 
 5. Create the database schema by running `npm run prisma:migrate-dev`
 
-6. Run `npm run dev` in the root directory to start
+6. Run `npm run translate:compile` in the root directory to compile lingui
 
-7. Register a new user at http://localhost:3000/signup
+7. Run `npm run dev` in the root directory to start
+
+8. Register a new user at http://localhost:3000/signup
 
 ---
 

apps/documentation/next.config.ts

@@ -1,7 +1,8 @@
+import type { NextConfig } from 'next';
+
 import nextra from 'nextra';
 
-/** @type {import('next').NextConfig} */
-const nextConfig = {
+const nextConfig: NextConfig = {
   transpilePackages: [
     '@documenso/assets',
     '@documenso/lib',

apps/documentation/package.json

@@ -4,7 +4,7 @@
   "private": true,
   "scripts": {
     "dev": "next dev -p 3002",
-    "build": "next build && next-sitemap",
+    "build": "next build",
     "start": "next start -p 3002",
     "lint:fix": "next lint --fix",
     "clean": "rimraf .next && rimraf node_modules"
@@ -15,18 +15,18 @@
     "@documenso/tailwind-config": "*",
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
-    "next": "14.2.28",
-    "next-plausible": "^3.12.0",
-    "nextra": "^2.13.4",
-    "nextra-theme-docs": "^2.13.4",
+    "next": "15.5.9",
+    "next-plausible": "^3.12.5",
+    "nextra": "^3",
+    "nextra-theme-docs": "^3",
     "react": "^18",
     "react-dom": "^18"
   },
   "devDependencies": {
     "@types/node": "^20",
-    "@types/react": "^18",
+    "@types/react": "18.3.27",
     "@types/react-dom": "^18",
-    "next-sitemap": "^4.2.3",
+    "pagefind": "^1.2.0",
     "typescript": "5.6.2"
   }
 }

apps/documentation/pages/_app.mdx

@@ -1,10 +0,0 @@
-import { PlausibleProvider } from '../providers/plausible.tsx';
-import '../styles.css';
-
-export default function App({ Component, pageProps }) {
-  return (
-    <PlausibleProvider>
-      <Component {...pageProps} />
-    </PlausibleProvider>
-  );
-}

apps/documentation/pages/_app.tsx

@@ -0,0 +1,18 @@
+/* eslint-disable @typescript-eslint/no-explicit-any */
+import React from 'react';
+
+import { PlausibleProvider } from '../providers/plausible';
+import '../styles.css';
+
+export type AppProps = {
+  Component: React.ComponentType<any>;
+  pageProps: any;
+};
+
+export default function App({ Component, pageProps }: AppProps) {
+  return (
+    <PlausibleProvider>
+      <Component {...pageProps} />
+    </PlausibleProvider>
+  );
+}

apps/documentation/pages/_meta.js

@@ -0,0 +1,34 @@
+export default {
+  index: {
+    type: 'page',
+    title: 'Home',
+    display: 'hidden',
+    theme: {
+      timestamp: false,
+    },
+  },
+  users: {
+    type: 'page',
+    title: 'Users',
+  },
+  developers: {
+    type: 'page',
+    title: 'Developers',
+  },
+  updates: {
+    title: "What's New",
+    type: 'menu',
+    items: {
+      changelog: {
+        title: 'Changelog',
+        href: 'https://documenso.com/changelog',
+        newWindow: true,
+      },
+      blog: {
+        title: 'Blog',
+        href: 'https://documenso.com/blog',
+        newWindow: true,
+      },
+    },
+  },
+};

apps/documentation/pages/_meta.json

@@ -1,34 +0,0 @@
-{
-  "index": {
-    "type": "page",
-    "title": "Home",
-    "display": "hidden",
-    "theme": {
-      "timestamp": false
-    }
-  },
-  "users": {
-    "type": "page",
-    "title": "Users"
-  },
-  "developers": {
-    "type": "page",
-    "title": "Developers"
-  },
-  "updates": {
-    "title": "What's New",
-    "type": "menu",
-    "items": {
-      "changelog": {
-        "title": "Changelog",
-        "href": "https://documenso.com/changelog",
-        "newWindow": true
-      },
-      "blog": {
-        "title": "Blog",
-        "href": "https://documenso.com/blog",
-        "newWindow": true
-      }
-    }
-  }
-}

apps/documentation/pages/developers/_meta.js

@@ -0,0 +1,18 @@
+export default {
+  index: 'Introduction',
+  '-- Development & Deployment': {
+    type: 'separator',
+    title: 'Development & Deployment',
+  },
+  'local-development': 'Local Development',
+  'developer-mode': 'Developer Mode',
+  'self-hosting': 'Self Hosting',
+  contributing: 'Contributing',
+  '-- API & Integration Guides': {
+    type: 'separator',
+    title: 'API & Integration Guides',
+  },
+  'public-api': 'Public API',
+  embedding: 'Embedding',
+  webhooks: 'Webhooks',
+};

apps/documentation/pages/developers/_meta.json

@@ -1,18 +0,0 @@
-{
-  "index": "Introduction",
-  "-- Development & Deployment": {
-    "type": "separator",
-    "title": "Development & Deployment"
-  },
-  "local-development": "Local Development",
-  "developer-mode": "Developer Mode",
-  "self-hosting": "Self Hosting",
-  "contributing": "Contributing",
-  "-- API & Integration Guides": {
-    "type": "separator",
-    "title": "API & Integration Guides"
-  },
-  "public-api": "Public API",
-  "embedding": "Embedding",
-  "webhooks": "Webhooks"
-}

apps/documentation/pages/developers/contributing/_meta.js

@@ -0,0 +1,4 @@
+export default {
+  index: 'Getting Started',
+  'contributing-translations': 'Contributing Translations',
+};

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

@@ -1,4 +0,0 @@
-{
-  "index": "Getting Started",
-  "contributing-translations": "Contributing Translations"
-}

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

@@ -0,0 +1,11 @@
+export default {
+  index: 'Get Started',
+  react: 'React Integration',
+  vue: 'Vue Integration',
+  svelte: 'Svelte Integration',
+  solid: 'Solid Integration',
+  preact: 'Preact Integration',
+  angular: 'Angular Integration',
+  'css-variables': 'CSS Variables',
+  authoring: 'Authoring',
+};

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

@@ -1,11 +0,0 @@
-{
-  "index": "Get Started",
-  "react": "React Integration",
-  "vue": "Vue Integration",
-  "svelte": "Svelte Integration",
-  "solid": "Solid Integration",
-  "preact": "Preact Integration",
-  "angular": "Angular Integration",
-  "css-variables": "CSS Variables",
-  "authoring": "Authoring"
-}

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

@@ -5,18 +5,38 @@ description: Learn how to use embedded authoring to create documents and templat
 
 # 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.
+In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation and editing 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.
+The embedded authoring feature enables your users to create and edit documents and templates without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
 
-## Creating Documents with Embedded Authoring
+## Available Components
 
-To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
+The SDK provides four authoring components:
+
+- **`EmbedCreateDocumentV1`** - Create new documents
+- **`EmbedCreateTemplateV1`** - Create new templates
+- **`EmbedUpdateDocumentV1`** - Edit existing documents
+- **`EmbedUpdateTemplateV1`** - Edit existing templates
+
+React Example:
 
 ```jsx
-import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+import {
+  EmbedCreateDocumentV1,
+  EmbedCreateTemplateV1,
+  EmbedUpdateDocumentV1,
+  EmbedUpdateTemplateV1,
+} from '@documenso/embed-react';
+```
+
+## Creating Documents
+
+To implement document creation in your application, use the `EmbedCreateDocumentV1` component:
+
+```jsx
+import { EmbedCreateDocumentV1 } from '@documenso/embed-react';
 
 const DocumentCreator = () => {
   // You'll need to obtain a presign token using your API key
@@ -37,9 +57,88 @@ const DocumentCreator = () => {
 };
 ```
 
+## Creating Templates
+
+To create templates, use the `EmbedCreateTemplateV1` component:
+
+```jsx
+import { EmbedCreateTemplateV1 } from '@documenso/embed-react';
+
+const TemplateCreator = () => {
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateTemplate
+        presignToken={presignToken}
+        externalId="template-12345"
+        onTemplateCreated={(data) => {
+          console.log('Template created with ID:', data.templateId);
+          console.log('External reference ID:', data.externalId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Updating Documents
+
+To edit existing documents, use the `EmbedUpdateDocumentV1` component:
+
+```jsx
+import { EmbedUpdateDocumentV1 } from '@documenso/embed-react';
+
+const DocumentEditor = () => {
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const documentId = 123; // The ID of the document to edit
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedUpdateDocument
+        presignToken={presignToken}
+        documentId={documentId}
+        externalId="order-12345"
+        onlyEditFields={false}
+        onDocumentUpdated={(data) => {
+          console.log('Document updated:', data.documentId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Updating Templates
+
+To edit existing templates, use the `EmbedUpdateTemplateV1` component:
+
+```jsx
+import { EmbedUpdateTemplateV1 } from '@documenso/embed-react';
+
+const TemplateEditor = () => {
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const templateId = 456; // The ID of the template to edit
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedUpdateTemplate
+        presignToken={presignToken}
+        templateId={templateId}
+        externalId="template-12345"
+        onlyEditFields={false}
+        onTemplateUpdated={(data) => {
+          console.log('Template updated:', data.templateId);
+        }}
+      />
+    </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.
+Before using any of the authoring components, 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:
 
@@ -53,17 +152,29 @@ You can find more details on this request at our [API Documentation](https://ope
 
 ## Configuration Options
 
-The `EmbedCreateDocument` component accepts several configuration options:
+All authoring components accept the following 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.                            |
+| 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/template. |
+| `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.                                    |
+| `additionalProps`  | object  | Optional additional props to pass to the iframe (for testing features).    |
+| `features`         | object  | Optional feature toggles to customize the authoring experience.            |
+
+### Update Component Specific Props
+
+The `EmbedUpdateDocument` and `EmbedUpdateTemplate` components also accept:
+
+| Option           | Type    | Description                                                                                                    |
+| ---------------- | ------- | -------------------------------------------------------------------------------------------------------------- |
+| `documentId`     | number  | **Required for EmbedUpdateDocument**. The ID of the document to edit.                                          |
+| `templateId`     | number  | **Required for EmbedUpdateTemplate**. The ID of the template to edit.                                          |
+| `onlyEditFields` | boolean | Optional flag to restrict editing to fields only skipping the recipient configuration step (default: `false`). |
 
 ## Feature Toggles
 
@@ -83,9 +194,11 @@ You can customize the authoring experience by enabling or disabling specific fea
 />
 ```
 
-## Handling Document Creation Events
+## Handling Events
 
-The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
+Each component provides callbacks for handling completion events:
+
+### Document Events
 
 ```jsx
 <EmbedCreateDocument
@@ -99,11 +212,47 @@ The `onDocumentCreated` callback is triggered when a document is successfully cr
     updateOrderDocument(data.externalId, data.documentId);
   }}
 />
+
+<EmbedUpdateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  documentId={123}
+  onDocumentUpdated={(data) => {
+    console.log('Document updated:', data.documentId);
+    // Handle document update
+  }}
+/>
 ```
 
+### Template Events
+
+```jsx
+<EmbedCreateTemplate
+  presignToken="YOUR_PRESIGN_TOKEN"
+  externalId="template-12345"
+  onTemplateCreated={(data) => {
+    console.log('Template created:', data.templateId);
+    // Handle template creation
+  }}
+/>
+
+<EmbedUpdateTemplate
+  presignToken="YOUR_PRESIGN_TOKEN"
+  templateId={456}
+  onTemplateUpdated={(data) => {
+    console.log('Template updated:', data.templateId);
+    // Handle template update
+  }}
+/>
+```
+
+All event callbacks receive an object with:
+
+- `documentId` or `templateId` - The ID of the created/updated document or template
+- `externalId` - Your external reference ID (if provided)
+
 ## Styling the Embedded Component
 
-You can customize the appearance of the embedded component using standard CSS classes:
+You can customize the appearance of the embedded component using standard CSS classes, custom CSS, and CSS variables:
 
 ```jsx
 <EmbedCreateDocument
@@ -130,20 +279,48 @@ Here's a complete example of integrating document creation in a React applicatio
 ```tsx
 import { useState } from 'react';
 
-import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+import { EmbedCreateDocumentV1, EmbedUpdateDocumentV1 } from '@documenso/embed-react';
 
-function DocumentCreator() {
+function DocumentManager() {
   // In a real application, you would fetch this token from your backend
   // using your API key at /api/v2/embedding/create-presign-token
   const presignToken = 'YOUR_PRESIGN_TOKEN';
   const [documentId, setDocumentId] = useState<number | null>(null);
+  const [mode, setMode] = useState<'create' | 'edit'>('create');
 
-  if (documentId) {
+  if (documentId && mode === 'create') {
     return (
       <div>
         <h2>Document Created Successfully!</h2>
         <p>Document ID: {documentId}</p>
-        <button onClick={() => setDocumentId(null)}>Create Another Document</button>
+        <div>
+          <button onClick={() => setMode('edit')}>Edit Document</button>
+          <button
+            onClick={() => {
+              setDocumentId(null);
+              setMode('create');
+            }}
+          >
+            Create Another Document
+          </button>
+        </div>
+      </div>
+    );
+  }
+
+  if (mode === 'edit' && documentId) {
+    return (
+      <div style={{ height: '800px', width: '100%' }}>
+        <button onClick={() => setMode('create')}>Back to Create</button>
+        <EmbedUpdateDocument
+          presignToken={presignToken}
+          documentId={documentId}
+          externalId="order-12345"
+          onDocumentUpdated={(data) => {
+            console.log('Document updated:', data.documentId);
+            setMode('create');
+          }}
+        />
       </div>
     );
   }
@@ -153,6 +330,14 @@ function DocumentCreator() {
       <EmbedCreateDocument
         presignToken={presignToken}
         externalId="order-12345"
+        features={{
+          allowConfigureSignatureTypes: true,
+          allowConfigureLanguage: true,
+          allowConfigureDateFormat: true,
+          allowConfigureTimezone: true,
+          allowConfigureRedirectUrl: true,
+          allowConfigureCommunication: true,
+        }}
         onDocumentCreated={(data) => {
           setDocumentId(data.documentId);
         }}
@@ -161,7 +346,38 @@ function DocumentCreator() {
   );
 }
 
-export default DocumentCreator;
+export default DocumentManager;
 ```
 
-With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.
+## Advanced Usage
+
+### Using Additional Props
+
+You can pass additional props to the iframe for testing features before they're officially supported:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  additionalProps={{
+    experimentalFeature: true,
+    customSetting: 'value',
+  }}
+/>
+```
+
+### Restricting To Only Field Editing
+
+When updating documents or templates, you can restrict editing to fields only skipping the recipient configuration step:
+
+```jsx
+<EmbedUpdateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  documentId={123}
+  onlyEditFields={true}
+  onDocumentUpdated={(data) => {
+    console.log('Fields updated:', data.documentId);
+  }}
+/>
+```
+
+With embedded authoring, your users can seamlessly create and edit documents and templates within your application, enhancing the overall user experience and streamlining document workflows.

apps/documentation/pages/developers/index.mdx

@@ -3,16 +3,16 @@ title: Developer Documentation
 description: Learn how to run Documenso locally, use our API, integrate webhooks, contribute to the project, and self-host Documenso.
 ---
 
-import { Card, Cards } from 'nextra/components';
+import { Cards } from 'nextra/components';
 
 # Developer Documentation
 
 The developer documentation is a comprehensive guide to help you:
 
 <Cards>
-  <Card title="Set up dev environment" href="/developers/local-development" />
-  <Card title="Use the API" href="/developers/public-api" />
-  <Card title="Integrate webhooks" href="/developers/webhooks" />
-  <Card title="Contribute to the project" href="/developers/contributing" />
-  <Card title="Self-host Documenso" href="/developers/self-hosting" />
+  <Cards.Card title="Set up dev environment" href="/developers/local-development" />
+  <Cards.Card title="Use the API" href="/developers/public-api" />
+  <Cards.Card title="Integrate webhooks" href="/developers/webhooks" />
+  <Cards.Card title="Contribute to the project" href="/developers/contributing" />
+  <Cards.Card title="Self-host Documenso" href="/developers/self-hosting" />
 </Cards>

apps/documentation/pages/developers/local-development/_meta.js

@@ -0,0 +1,8 @@
+export default {
+  index: 'Get Started',
+  quickstart: 'Developer Quickstart',
+  manual: 'Manual Setup',
+  gitpod: 'Gitpod',
+  'signing-certificate': 'Signing Certificate',
+  translations: 'Translations',
+};

apps/documentation/pages/developers/local-development/_meta.json

@@ -1,8 +0,0 @@
-{
-  "index": "Get Started",
-  "quickstart": "Developer Quickstart",
-  "manual": "Manual Setup",
-  "gitpod": "Gitpod",
-  "signing-certificate": "Signing Certificate",
-  "translations": "Translations"
-}

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

@@ -61,6 +61,6 @@ You can access the following services:
 - Main application - http://localhost:3000
 - Incoming Mail Access - http://localhost:9000
 - Database Connection Details:
-- Port: 54320
-- Connection: Use your favourite database client to connect to the database.
+  - Port: 54320
+  - Connection: Use your favorite database client to connect to the database.
 - S3 Storage Dashboard - http://localhost:9001

apps/documentation/pages/developers/public-api/_meta.js

@@ -0,0 +1,6 @@
+export default {
+  index: 'Get Started',
+  authentication: 'Authentication',
+  'rate-limits': 'Rate Limits',
+  versioning: 'Versioning',
+};

apps/documentation/pages/developers/public-api/_meta.json

@@ -1,6 +0,0 @@
-{
-  "index": "Get Started",
-  "authentication": "Authentication",
-  "rate-limits": "Rate Limits",
-  "versioning": "Versioning"
-}

apps/documentation/pages/developers/public-api/rate-limits.mdx

@@ -1,3 +1,8 @@
+---
+title: Rate Limits
+description: Learn about the rate limits for the Documenso Public API.
+---
+
 import { Callout } from 'nextra/components';
 
 # Rate Limits

apps/documentation/pages/developers/self-hosting/_meta.js

@@ -0,0 +1,8 @@
+export default {
+  index: 'Getting Started',
+  'signing-certificate': 'Signing Certificate',
+  'how-to': 'How To',
+  'setting-up-oauth-providers': 'Setting up OAuth Providers',
+  telemetry: 'Telemetry',
+  'ai-features': 'AI Recipient & Field Detection',
+};

apps/documentation/pages/developers/self-hosting/_meta.json

@@ -1,6 +0,0 @@
-{
-  "index": "Getting Started",
-  "signing-certificate": "Signing Certificate",
-  "how-to": "How To",
-  "setting-up-oauth-providers": "Setting up OAuth Providers"
-}

apps/documentation/pages/developers/self-hosting/ai-features.mdx

@@ -0,0 +1,72 @@
+---
+title: AI Recipient & Field Detection (Self-hosting)
+description: Configure Google Vertex AI so Documenso can detect recipients and fields automatically.
+---
+
+import { Callout, Steps } from 'nextra/components';
+
+# AI Recipient & Field Detection (Self-hosting)
+
+This guide covers how to enable the AI recipient and field detection features when you self-host Documenso.
+
+## What this enables
+
+- Detect recipients from uploaded PDFs (roles, names, emails when present).
+- Detect and place fields (signature, initials, name, email, date, text, number, radio, checkbox) onto draft envelopes.
+- Built-in rate limits (3 requests per minute per IP) to prevent abuse.
+
+## Prerequisites
+
+- A Google Cloud project with the **Vertex AI API** enabled and billing active.
+- A **Vertex AI Express API key** with access to Gemini models (create via the [Vertex AI Express flow](https://cloud.google.com/vertex-ai/generative-ai/docs/start/express-mode/overview) and manage keys in [API keys](https://cloud.google.com/vertex-ai/generative-ai/docs/start/api-keys)).
+- Documenso version that includes the AI detection feature and the corresponding database migration.
+
+## Configure environment variables
+
+Add these variables to your deployment `.env` (or secret manager):
+
+```
+GOOGLE_VERTEX_PROJECT_ID="<your-gcp-project-id>"
+GOOGLE_VERTEX_API_KEY="<your-vertex-api-key>"
+# Optional, defaults to "global"
+GOOGLE_VERTEX_LOCATION="global"
+```
+
+<Callout type="info">
+  Use a region close to your users if you need data residency considerations (e.g. `europe-west1`).
+  If you omit the location, Documenso uses `global`. Not all models are available in every region;
+  if a model is unavailable, switch to a supported region.
+</Callout>
+
+## Deploy with the published container
+
+- Use the official Documenso image (DockerHub or GHCR) and supply the Vertex env vars above.
+- Ensure migrations run on startup (the container runs `prisma migrate deploy` in production mode).
+- Restart the container after adding or changing Vertex env vars.
+
+## Enable the feature in Documenso
+
+Once the service is running with the Vertex env vars:
+
+<Steps>
+### Organisation settings
+
+Go to **Settings → Document Preferences → AI Features** and set to **Enabled**. Teams that inherit organisation defaults will pick this up.
+
+### Team settings
+
+If a team overrides organisation defaults, go to **Team Settings → Document Preferences → AI Features** and choose **Enabled** (or **Inherit** to follow the organisation).
+
+### Verify in the editor
+
+Open a draft envelope. In **Recipients**, you should see the sparkle button for AI detection. In **Fields**, you should see **Detect with AI** available.
+
+</Steps>
+
+## Troubleshooting
+
+- **Too many requests**: Wait a minute or two and retry (rate limit is 3/min per IP).
+- **AI options hidden**: Ensure the env vars are set, the server was restarted after setting them, and `aiFeaturesEnabled` is enabled at organisation/team level.
+- **Detection fails immediately**: Confirm the Vertex API key is valid and the project has Vertex AI enabled. Check server logs for status codes from Vertex.
+
+If issues persist, recheck env vars, restart the service, and confirm the Prisma migration was applied.

apps/documentation/pages/developers/self-hosting/how-to.mdx

@@ -119,6 +119,8 @@ NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
 NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
 ```
 
+For full AI setup details (including model availability notes), see the [AI Recipient & Field Detection (Self-hosting)](./ai-features) page.
+
 ### Set Up Your Signing Certificate
 
 <Callout type="warning">
@@ -267,47 +269,92 @@ You can access the Documenso application by visiting the URL you provided for th
 
 The environment variables listed above are a subset of those available for configuring Documenso. The table below provides a complete list of environment variables and their descriptions.
 
-| Variable                                     | Description                                                                                         |
-| -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
-| `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                            |
-| `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).      |
-| `NEXT_PRIVATE_GOOGLE_CLIENT_ID`              | The Google client ID for Google authentication (optional).                                          |
-| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET`          | The Google client secret for Google authentication (optional).                                      |
-| `NEXT_PUBLIC_WEBAPP_URL`                     | The URL for the web application.                                                                    |
-| `NEXT_PRIVATE_DATABASE_URL`                  | The URL for the primary database connection (with connection pooling).                              |
-| `NEXT_PRIVATE_DIRECT_DATABASE_URL`           | The URL for the direct database connection (without connection pooling).                            |
-| `NEXT_PRIVATE_SIGNING_TRANSPORT`             | The signing transport to use. Available options: local (default)                                    |
-| `NEXT_PRIVATE_SIGNING_PASSPHRASE`            | The passphrase for the key file.                                                                    |
-| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS`   | The base64-encoded contents of the key file will be used instead of the file path.                  |
-| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`       | The path to the key file, default `/opt/documenso/cert.p12`.                                        |
-| `NEXT_PUBLIC_UPLOAD_TRANSPORT`               | The transport for file uploads (database or s3).                                                    |
-| `NEXT_PRIVATE_UPLOAD_ENDPOINT`               | The endpoint for the S3 storage transport (for third-party S3-compatible providers).                |
-| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE`       | Whether to force path-style URLs for the S3 storage transport.                                      |
-| `NEXT_PRIVATE_UPLOAD_REGION`                 | The region for the S3 storage transport (defaults to us-east-1).                                    |
-| `NEXT_PRIVATE_UPLOAD_BUCKET`                 | The bucket to use for the S3 storage transport.                                                     |
-| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID`          | The access key ID for the S3 storage transport.                                                     |
-| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY`      | The secret access key for the S3 storage transport.                                                 |
-| `NEXT_PRIVATE_SMTP_TRANSPORT`                | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels).                        |
-| `NEXT_PRIVATE_SMTP_HOST`                     | The host for the SMTP server for SMTP transports.                                                   |
-| `NEXT_PRIVATE_SMTP_PORT`                     | The port for the SMTP server for SMTP transports.                                                   |
-| `NEXT_PRIVATE_SMTP_USERNAME`                 | The username for the SMTP server for the `smtp-auth` transport.                                     |
-| `NEXT_PRIVATE_SMTP_PASSWORD`                 | The password for the SMTP server for the `smtp-auth` transport.                                     |
-| `NEXT_PRIVATE_SMTP_APIKEY_USER`              | The API key user for the SMTP server for the `smtp-api` transport.                                  |
-| `NEXT_PRIVATE_SMTP_APIKEY`                   | The API key for the SMTP server for the `smtp-api` transport.                                       |
-| `NEXT_PRIVATE_SMTP_SECURE`                   | Whether to force the use of TLS for the SMTP server for SMTP transports.                            |
-| `NEXT_PRIVATE_SMTP_FROM_ADDRESS`             | The email address for the "from" address.                                                           |
-| `NEXT_PRIVATE_SMTP_FROM_NAME`                | The sender name for the "from" address.                                                             |
-| `NEXT_PRIVATE_RESEND_API_KEY`                | The API key for Resend.com for the `resend` transport.                                              |
-| `NEXT_PRIVATE_MAILCHANNELS_API_KEY`          | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport.          |
-| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT`         | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport. |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN`      | The domain for DKIM signing with MailChannels for the `mailchannels` transport.                     |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR`    | The selector for DKIM signing with MailChannels for the `mailchannels` transport.                   |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport.                |
-| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT`     | The maximum document upload limit displayed to the user (in MB).                                    |
-| `NEXT_PUBLIC_POSTHOG_KEY`                    | The optional PostHog key for analytics and feature flags.                                           |
-| `NEXT_PUBLIC_DISABLE_SIGNUP`                 | Whether to disable user signups through the /signup page.                                           |
+For AI setup specifics, see the [AI Recipient & Field Detection (Self-hosting)](./ai-features) page.
+
+| Variable                                     | Description                                                                                                                                             |
+| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                                                                                |
+| `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).                                                          |
+| `NEXT_PRIVATE_GOOGLE_CLIENT_ID`              | The Google client ID for Google authentication (optional).                                                                                              |
+| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET`          | The Google client secret for Google authentication (optional).                                                                                          |
+| `NEXT_PRIVATE_MICROSOFT_CLIENT_ID`           | The Microsoft client ID for Microsoft authentication (optional).                                                                                        |
+| `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET`       | The Microsoft client secret for Microsoft authentication (optional).                                                                                    |
+| `NEXT_PRIVATE_OIDC_CLIENT_ID`                | The OIDC client ID for OIDC authentication (optional).                                                                                                  |
+| `NEXT_PRIVATE_OIDC_CLIENT_SECRET`            | The OIDC client secret for OIDC authentication (optional).                                                                                              |
+| `NEXT_PRIVATE_OIDC_WELL_KNOWN`               | The well-known URL for the OIDC provider (optional).                                                                                                    |
+| `NEXT_PRIVATE_OIDC_PROVIDER_LABEL`           | The label to display for the OIDC provider button (optional).                                                                                           |
+| `NEXT_PRIVATE_OIDC_SKIP_VERIFY`              | Whether to skip email verification for OIDC accounts (optional, default `false`).                                                                       |
+| `NEXT_PUBLIC_WEBAPP_URL`                     | The URL for the web application.                                                                                                                        |
+| `NEXT_PUBLIC_SUPPORT_EMAIL`                  | The support email address displayed to users (default `support@documenso.com`).                                                                         |
+| `NEXT_PRIVATE_DATABASE_URL`                  | The URL for the primary database connection (with connection pooling).                                                                                  |
+| `NEXT_PRIVATE_DIRECT_DATABASE_URL`           | The URL for the direct database connection (without connection pooling).                                                                                |
+| `NEXT_PRIVATE_SIGNING_TRANSPORT`             | The signing transport to use. Available options: local (default)                                                                                        |
+| `NEXT_PRIVATE_SIGNING_PASSPHRASE`            | The passphrase for the key file.                                                                                                                        |
+| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS`   | The base64-encoded contents of the key file will be used instead of the file path.                                                                      |
+| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`       | The path to the key file, default `/opt/documenso/cert.p12`.                                                                                            |
+| `NEXT_PUBLIC_UPLOAD_TRANSPORT`               | The transport for file uploads (database or s3).                                                                                                        |
+| `NEXT_PRIVATE_UPLOAD_ENDPOINT`               | The endpoint for the S3 storage transport (for third-party S3-compatible providers).                                                                    |
+| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE`       | Whether to force path-style URLs for the S3 storage transport.                                                                                          |
+| `NEXT_PRIVATE_UPLOAD_REGION`                 | The region for the S3 storage transport (defaults to us-east-1).                                                                                        |
+| `NEXT_PRIVATE_UPLOAD_BUCKET`                 | The bucket to use for the S3 storage transport.                                                                                                         |
+| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID`          | The access key ID for the S3 storage transport.                                                                                                         |
+| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY`      | The secret access key for the S3 storage transport.                                                                                                     |
+| `NEXT_PRIVATE_SMTP_TRANSPORT`                | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels).                                                                            |
+| `NEXT_PRIVATE_SMTP_HOST`                     | The host for the SMTP server for SMTP transports.                                                                                                       |
+| `NEXT_PRIVATE_SMTP_PORT`                     | The port for the SMTP server for SMTP transports.                                                                                                       |
+| `NEXT_PRIVATE_SMTP_USERNAME`                 | The username for the SMTP server for the `smtp-auth` transport.                                                                                         |
+| `NEXT_PRIVATE_SMTP_PASSWORD`                 | The password for the SMTP server for the `smtp-auth` transport.                                                                                         |
+| `NEXT_PRIVATE_SMTP_APIKEY_USER`              | The API key user for the SMTP server for the `smtp-api` transport.                                                                                      |
+| `NEXT_PRIVATE_SMTP_APIKEY`                   | The API key for the SMTP server for the `smtp-api` transport.                                                                                           |
+| `NEXT_PRIVATE_SMTP_SECURE`                   | Whether to force the use of TLS for the SMTP server for SMTP transports.                                                                                |
+| `NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS`        | Whether to ignore TLS errors for the SMTP server (useful for self-signed certificates).                                                                 |
+| `NEXT_PRIVATE_SMTP_FROM_ADDRESS`             | The email address for the "from" address.                                                                                                               |
+| `NEXT_PRIVATE_SMTP_FROM_NAME`                | The sender name for the "from" address.                                                                                                                 |
+| `NEXT_PRIVATE_RESEND_API_KEY`                | The API key for Resend.com for the `resend` transport.                                                                                                  |
+| `NEXT_PRIVATE_MAILCHANNELS_API_KEY`          | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport.                                                              |
+| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT`         | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport.                                                     |
+| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN`      | The domain for DKIM signing with MailChannels for the `mailchannels` transport.                                                                         |
+| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR`    | The selector for DKIM signing with MailChannels for the `mailchannels` transport.                                                                       |
+| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport.                                                                    |
+| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT`     | The maximum document upload limit displayed to the user (in MB).                                                                                        |
+| `NEXT_PUBLIC_POSTHOG_KEY`                    | The optional PostHog key for analytics and feature flags.                                                                                               |
+| `NEXT_PUBLIC_DISABLE_SIGNUP`                 | Whether to disable user signups through the /signup page.                                                                                               |
+| `NEXT_PRIVATE_BROWSERLESS_URL`               | The URL for a Browserless.io instance to generate PDFs (optional).                                                                                      |
+| `DOCUMENSO_DISABLE_TELEMETRY`                | Set to `true` to disable anonymous telemetry (see [Telemetry](#telemetry) section below).                                                               |
+| `GOOGLE_VERTEX_PROJECT_ID`                   | Google Cloud project ID used for Vertex AI (required for AI detection).                                                                                 |
+| `GOOGLE_VERTEX_API_KEY`                      | Vertex AI Express API key with access to Gemini models (required for AI detection). See [AI Recipient & Field Detectionfor](./ai-features) for details. |
+| `GOOGLE_VERTEX_LOCATION`                     | Optional Vertex region, defaults to `global`. Not all models are available in every region.                                                             |
+
+## Telemetry
+
+Documenso collects anonymous telemetry data to help us understand how the software is being used and improve the product. This telemetry is **enabled by default** for self-hosted instances.
+
+### What We Collect
+
+We collect minimal, privacy-preserving data:
+
+- **App Version**: The version of Documenso you are running
+- **Installation ID**: A unique identifier for your installation (stored in your database)
+- **Node ID**: A unique identifier for each server/container instance (stored in the OS temp directory)
+
+We do **not** collect any personal data, document contents, user information, or usage patterns.
+
+### Events
+
+- **Server Startup**: Captured once when the server starts
+- **Server Heartbeat**: Captured every hour while the server is running
+
+### Disabling Telemetry
+
+To disable telemetry, set the following environment variable:
+
+```bash
+DOCUMENSO_DISABLE_TELEMETRY=true
+```
+
+This will completely disable all telemetry data collection.
 
 ## Run as a Service
 

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

@@ -0,0 +1,90 @@
+---
+title: Telemetry
+description: Learn about the telemetry data that Documenso collects from self-hosted instances.
+---
+
+# Telemetry
+
+Documenso collects anonymous telemetry data from self-hosted instances to help us understand how the software is being used and make improvements to the product. This telemetry is enabled by default, but you can easily disable it if you prefer.
+
+## What We Collect
+
+We collect minimal, privacy-preserving information that helps us understand the health and adoption of self-hosted installations:
+
+- **App Version**: The version of Documenso you are running. This helps us understand which versions are in use and prioritize support for older versions.
+
+- **Installation ID**: A unique identifier for your installation. This is stored in your database and helps us count distinct installations without knowing who you are.
+
+- **Node ID**: A unique identifier for each server or container instance. This is stored in your operating system's temporary directory and helps us understand deployment patterns (for example, how many instances are running in a cluster).
+
+### What We Don't Collect
+
+We do **not** collect any of the following:
+
+- Personal information about you or your users
+- Document contents or file names
+- User email addresses or names
+- Usage patterns or feature usage statistics
+- Server logs or error messages
+- Any data that could identify your organization or users
+
+## Why We Collect Telemetry
+
+The telemetry data we collect serves several important purposes:
+
+1. **Product Improvement**: Understanding which versions are in use helps us prioritize bug fixes and security updates for the versions that matter most.
+
+2. **Support Planning**: Knowing how many installations exist and their deployment patterns helps us plan support resources and documentation.
+
+3. **Feature Development**: Understanding deployment patterns (like cluster sizes) helps us make better architectural decisions for future features.
+
+4. **Community Health**: Tracking adoption helps us understand the growth of the self-hosted community and allocate resources accordingly.
+
+All of this is done anonymously and in aggregate. We cannot identify you, your organization, or your users from the telemetry data we collect.
+
+## Events We Track
+
+We track two simple events:
+
+- **Server Startup**: Captured once when your server starts. This tells us when installations are first set up or restarted.
+
+- **Server Heartbeat**: Captured every hour while your server is running. This helps us understand how many active installations exist and their uptime patterns.
+
+## How to Disable Telemetry
+
+If you prefer not to send telemetry data, you can disable it by setting an environment variable.
+
+### Using Environment Variables
+
+Add the following to your environment configuration:
+
+```bash
+DOCUMENSO_DISABLE_TELEMETRY=true
+```
+
+### Docker
+
+If you're using Docker, you can set this in your `docker-compose.yml`:
+
+```yaml
+services:
+  app:
+    environment:
+      - DOCUMENSO_DISABLE_TELEMETRY=true
+```
+
+Or pass it when running a container:
+
+```bash
+docker run -e DOCUMENSO_DISABLE_TELEMETRY=true ...
+```
+
+### After Disabling
+
+Once you set `DOCUMENSO_DISABLE_TELEMETRY=true` and restart your server, no telemetry data will be sent. The telemetry client will not initialize, and no network requests will be made to our telemetry servers.
+
+Note: If you previously had telemetry enabled, the installation ID stored in your database will remain, but it will no longer be used or sent anywhere.
+
+## Questions or Concerns
+
+If you have questions about our telemetry practices or concerns about privacy, please reach out to us. We're committed to transparency and respect your choice to disable telemetry if you prefer.

apps/documentation/pages/developers/webhooks.mdx

@@ -5,7 +5,7 @@ description: Learn how to use webhooks to receive real-time notifications about
 
 # Webhooks
 
-Webhooks are HTTP callbacks triggered by specific events. When the user subscribes to a specific event, and that event occurs, the webhook makes an HTTP request to the URL provided by the user. The request can be a simple notification or carry a payload with more information about the event.
+Webhooks are HTTP callbacks triggered by specific events. When you subscribe to a specific event and that event occurs, the webhook makes an HTTP request to the URL you provide. The request can be a simple notification or carry a payload with more information about the event.
 
 Some of the common use cases for webhooks include:
 
@@ -25,13 +25,13 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 
 ## Create a webhook subscription
 
-You can create a webhook subscription from the user settings page. Click on your avatar in the top right corner of the dashboard and select "**[User settings](https://app.documenso.com/settings)**" from the dropdown menu.
+You can create a webhook subscription from the team settings page. Click your avatar in the top right corner of the dashboard and select "Team settings" from the dropdown menu.
 
-![A screenshot of the Documenso's dashboard that shows the dropdown menu when you click on your user avatar](/webhook-images/dashboard-user-dropdown-menu.webp)
+![A screenshot of the Documenso's dashboard that shows the dropdown menu when you click on your user avatar](/webhook-images/documenso-main-page.webp)
 
-Then, navigate to the "**[Webhooks](https://app.documenso.com/settings/webhooks)**" tab, where you can see a list of your existing webhooks and create new ones.
+Then, navigate to the "Webhooks" tab, which takes you to the webhooks main page.
 
-![A screenshot of the Documenso's user settings page that shows the Webhooks tab and the Create Webhook button](/webhook-images/webhooks-settings-page.webp)
+![A screenshot of the Documenso's team settings page that shows the Webhooks tab and the Create Webhook button](/webhook-images/webhooks-main-page.webp)
 
 Clicking on the "**Create Webhook**" button opens a modal to create a new webhook subscription.
 
@@ -41,7 +41,7 @@ To create a new webhook subscription, you need to provide the following informat
 - 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)
+![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/create-webhook-dialog.webp)
 
 After you have filled in the required information, click on the "**Create Webhook**" button to save your subscription.
 
@@ -49,7 +49,22 @@ The screenshot below illustrates a newly created webhook subscription.
 
 ![A screenshot of the Documenso's user settings page that shows the newly created webhook subscription](/webhook-images/webhooks-page.webp)
 
-You can edit or delete your webhook subscriptions by clicking the "**Edit**" or "**Delete**" buttons next to the webhook.
+You can edit, view the logs, or delete your webhook subscriptions by clicking the three dots (...) under the "Action" column. You can also access the webhook logs by clicking on the webhook subscription directly.
+
+![A screenshot of the Documenso's team settings page that shows the webhook logs](/webhook-images/webhook-detail-page.webp)
+
+You can go even further and check the execution details of each call by clicking on a specific webhook call.
+
+![A screenshot of the Documenso's team settings page that shows the webhook call details](/webhook-images/webhook-run-page.webp)
+
+This page shows the details of the webhook call such as:
+
+- status
+- event
+- date when the webhook was sent
+- response code
+- request body
+- response body and headers
 
 ## Webhook fields
 
@@ -619,18 +634,26 @@ Example payload for the `document.rejected` event:
 }
 ```
 
-## Webhook Events Testing
+## Webhook events testing
 
-You can trigger test webhook events to test the webhook functionality. To trigger a test webhook, navigate to the [Webhooks page](/developers/webhooks) and click on the "Test Webhook" button.
+You can trigger test webhook events to test the webhook functionality. To do so, navigate to the webhook subscription details page and click the "Test" button.
 
-![Documenso's Webhooks Page](/webhook-images/test-webhooks-page.webp)
+![A screenshot of the Documenso's team settings page that shows the webhook logs](/webhook-images/webhook-detail-page.webp)
 
 This opens a dialog where you can select the event type to test.
 
-![Documenso's individual webhook page](/webhook-images/test-webhook-dialog.webp)
+![Documenso's individual webhook page](/webhook-images/webhook-test-trigger.webp)
 
-Choose the appropriate event and click "Send Test Webhook." You’ll shortly receive a test payload from Documenso with sample data.
+Choose the event you want to test and click "Send". You’ll then receive a test payload from Documenso with sample data.
+
+## Webhook events resending
+
+To resend a webhook call, you need to navigate to the webhook call page and click the "Resend" button.
+
+![A screenshot of the Documenso's team settings page that shows the webhook call details](/webhook-images/webhook-run-page.webp)
+
+This will send the webhook event to the webhook URL again.
 
 ## Availability
 
-Webhooks are available to individual users and teams.
+Webhooks are available to teams only.

apps/documentation/pages/users/_meta.js

@@ -0,0 +1,23 @@
+export default {
+  index: 'Introduction',
+  support: 'Support',
+  '-- How To Use': {
+    type: 'separator',
+    title: 'How To Use',
+  },
+  'get-started': 'Get Started',
+  profile: 'Public Profile',
+  organisations: 'Organisations',
+  documents: 'Documents',
+  templates: 'Templates',
+  branding: 'Branding',
+  'email-domains': 'Email Domains',
+  'direct-links': 'Direct Signing Links',
+  '-- Legal Overview': {
+    type: 'separator',
+    title: 'Legal Overview',
+  },
+  'fair-use': 'Fair Use Policy',
+  licenses: 'Licenses',
+  compliance: 'Compliance',
+};

apps/documentation/pages/users/_meta.json

@@ -1,23 +0,0 @@
-{
-  "index": "Introduction",
-  "support": "Support",
-  "-- How To Use": {
-    "type": "separator",
-    "title": "How To Use"
-  },
-  "get-started": "Get Started",
-  "profile": "Public Profile",
-  "organisations": "Organisations",
-  "documents": "Documents",
-  "templates": "Templates",
-  "branding": "Branding",
-  "email-domains": "Email Domains",
-  "direct-links": "Direct Signing Links",
-  "-- Legal Overview": {
-    "type": "separator",
-    "title": "Legal Overview"
-  },
-  "fair-use": "Fair Use Policy",
-  "licenses": "Licenses",
-  "compliance": "Compliance"
-}

apps/documentation/pages/users/compliance/_meta.js

@@ -0,0 +1,4 @@
+export default {
+  'signature-levels': 'Signature Levels',
+  'standards-and-regulations': 'Standards and Regulations',
+};

apps/documentation/pages/users/compliance/_meta.json

@@ -1,4 +0,0 @@
-{
-  "signature-levels": "Signature Levels",
-  "standards-and-regulations": "Standards and Regulations"
-}

apps/documentation/pages/users/compliance/signature-levels.mdx

@@ -1,3 +1,8 @@
+---
+title: Signature Levels
+description: Learn about the different signature levels for Documenso.
+---
+
 import { Callout } from 'nextra/components';
 
 # Signature Levels
@@ -26,20 +31,20 @@ ensures the legal validity and enforceability of electronic signatures and recor
 
 ### Main Requirements
 
-- [x] Intent to Sign: "Parties must demonstrate their intent to sign [..]"
-- [x] Consent: "The ESIGN Act requires that all parties involved in a transaction consent to the use of electronic signatures and records [..]"
-- [x] Consumer Disclosures: Before obtaining their consent, financial institutions must provide the consumer a clear and conspicuous statement informing the consumer [..]
-- [x] Record Retention: Electronic Records must be maintained for later access by signers.
-- [x] Security: The ESIGN Act does not mandate specific security measures, but it does require that parties take reasonable steps to ensure the security and integrity of electronic signatures and records. This may include implementing encryption, access controls, and authentication measures.
+- [x] **Intent to Sign**: "Parties must demonstrate their intent to sign [..]"
+- [x] **Consent**: "The ESIGN Act requires that all parties involved in a transaction consent to the use of electronic signatures and records [..]"
+- [x] **Consumer Disclosures**: Before obtaining their consent, financial institutions must provide the consumer a clear and conspicuous statement informing the consumer [..]
+- [x] **Record Retention**: Electronic Records must be maintained for later access by signers.
+- [x] **Security**: The ESIGN Act does not mandate specific security measures, but it does require that parties take reasonable steps to ensure the security and integrity of electronic signatures and records. This may include implementing encryption, access controls, and authentication measures.
 
 ## UETA (Uniform Electronic Transactions Act)
 
 <Callout type="info" emoji="✅">
   Status: Compliant
 </Callout>
-The Uniform Electronic Transactions Act is a law that provides a legal framework for the use of electronic
-signatures and records in electronic transactions, ensuring they have the same validity and enforceability
-as paper documents and handwritten signatures.
+The Uniform Electronic Transactions Act is a law that provides a legal framework for the use of
+electronic signatures and records in electronic transactions, ensuring they have the same validity
+and enforceability as paper documents and handwritten signatures.
 
 ### Main Requirements
 
@@ -50,9 +55,9 @@ _See [ESIGN](/users/compliance/signature-levels#-esign-electronic-signatures-in-
 <Callout type="info" emoji="✅">
   Status: Compliant for Level 1 - SES (Simple Electronic Signatures)
 </Callout>
-eIDAS (Electronic Identification, Authentication and Trust Services) is an EU regulation that standardizes
-electronic identification and trust services for secure and seamless electronic transactions across European
-member states.
+eIDAS (Electronic Identification, Authentication and Trust Services) is an EU regulation that
+standardizes electronic identification and trust services for secure and seamless electronic
+transactions across European member states.
 
 ### Level 1 - SES (Simple Electronic Signatures)
 
@@ -69,8 +74,8 @@ eIDAS SES (Simple Electronic Signature) is a basic electronic signature with min
   Status: [Planned](https://github.com/documenso/backlog/issues/9) via third party until [Let's
   Sign](https://github.com/documenso/backlog/issues/21) is realized.
 </Callout>
-eIDAS AES (Advanced Electronic Signature) provides a higher level of security with unique identification
-of the signer and data integrity.
+eIDAS AES (Advanced Electronic Signature) provides a higher level of security with unique
+identification of the signer and data integrity.
 
 ### Main Requirements
 
@@ -85,8 +90,8 @@ of the signer and data integrity.
   Status: [Planned](https://github.com/documenso/backlog/issues/32) via third party until [Let's
   Sign](https://github.com/documenso/backlog/issues/21) is realized.
 </Callout>
-eIDAS QES (Qualified Electronic Signature) is the highest security level, legally equivalent to a handwritten
-signature within the EU.
+eIDAS QES (Qualified Electronic Signature) is the highest security level, legally equivalent to a
+handwritten signature within the EU.
 
 ### Main Requirements
 

apps/documentation/pages/users/compliance/standards-and-regulations.mdx

@@ -1,3 +1,8 @@
+---
+title: Standards and Regulations
+description: Learn about the different standards and regulations for Documenso.
+---
+
 import { Callout } from 'nextra/components';
 
 ## 21 CFR Part 11

apps/documentation/pages/users/documents/_meta.js

@@ -0,0 +1,8 @@
+export default {
+  'sending-documents': 'Sending Documents',
+  'document-preferences': 'Document Preferences',
+  'document-visibility': 'Document Visibility',
+  fields: 'Document Fields',
+  'email-preferences': 'Email Preferences',
+  'ai-detection': 'AI Recipient & Field Detection',
+};

apps/documentation/pages/users/documents/_meta.json

@@ -1,7 +0,0 @@
-{
-  "sending-documents": "Sending Documents",
-  "document-preferences": "Document Preferences",
-  "document-visibility": "Document Visibility",
-  "fields": "Document Fields",
-  "email-preferences": "Email Preferences"
-}

apps/documentation/pages/users/documents/ai-detection.mdx

@@ -0,0 +1,68 @@
+---
+title: AI Recipient & Field Detection
+description: Use Documenso’s AI helpers to detect recipients and fields in draft documents.
+---
+
+# AI Recipient & Field Detection
+
+Documenso can suggest recipients and place fields automatically using Google Vertex AI (Gemini). The feature is optional and only available when your organisation or team has **AI Features** enabled. Documents are processed securely and providers do not retain your data for training.
+
+## Requirements
+
+- AI Features must be enabled in **Document Preferences** for your organisation or team.
+- The envelope must be in **Draft** status.
+- Helpful rate limits are in place (up to 3 detection requests per minute per IP) to prevent abuse. If you see a “too many requests” message, wait a minute or two and try again.
+
+### Enable AI features
+
+1. **Organisation settings**:
+
+Settings → Document Preferences → **AI Features** → Enabled.
+
+_This applies to teams that inherit organisation defaults._
+
+2. **Team settings**:
+
+Team Settings → Document Preferences → **AI Features** → choose Enabled, Disabled, or Inherit.
+
+## Detect recipients
+
+Use this to identify who needs to sign or approve.
+
+1. Open a draft document/template and go to the **Recipients** panel.
+2. Select the **sparkle** button to start detection. If AI is enabled, uploads launched from the dashboard will open the detector automatically.
+
+![Detect recipients with AI button in the Recipients panel](/document-signing/ai-recipient-detect-button.webp)
+
+3. Wait for progress to finish, then review the suggested recipients.
+4. Remove any incorrect entries, then **Add recipients** to apply them. Existing recipients and duplicates are preserved.
+
+Notes:
+
+- Detection is unavailable once an envelope is completed.
+- You can re-run detection if you update the document; each run counts toward the rate limit.
+
+## Detect fields
+
+Use this to auto-place fields on the pages of a draft.
+
+1. Open the envelope editor and switch to the **Fields** tab.
+2. Select **Detect with AI**. Provide optional context (e.g., “Alice is the tenant, Bob is the landlord”) to improve recipient assignment.
+
+![AI field detection dialog with context input](/document-signing/ai-field-detection-button.webp)
+![AI field detection dialog with context input](/document-signing/ai-field-detection-dialog.webp)
+
+3. Watch the progress indicators; they update per page and total fields found.
+4. Review the summary and choose **Add fields** to place them in the editor.
+
+Notes:
+
+- Works only for draft envelopes and teams with AI features enabled.
+- Existing fields are masked during detection to avoid duplicates.
+- Fields are assigned to recipients based on nearby labels and your context message; you can edit them after adding.
+
+## Best practices
+
+- Keep labels near the intended fields (e.g., “Tenant signature”, “Buyer email”).
+- Provide short context when roles are ambiguous.
+- Always review suggestions before sending; AI assists but does not replace final checks.

apps/documentation/pages/users/email-domains.mdx

@@ -1,3 +1,8 @@
+---
+title: Email Domains
+description: Learn how to create and manage email domains in Documenso.
+---
+
 import { Callout, Steps } from 'nextra/components';
 
 # Email Domains

apps/documentation/pages/users/fair-use.mdx

@@ -7,28 +7,28 @@ import { Callout } from 'nextra/components';
 
 # Fair Use Policy
 
-### Why
+We offer our plans without any limits on volume because we want our users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using.
 
-We offer our plans without any limits on volume because we want our users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using. This is why the individual plan and the team plan do not include a limit on signing or API volume. If you are a customer of these [plans](https://documen.so/pricing), we ask you to abide by this fair use policy:
+This is why the individual plan and the team plan do not include a limit on signing or API volume. If you are a customer of these [plans](https://documen.so/pricing), we ask you to abide by this fair use policy:
 
 ### Spirit of the Plan
 
-> Use the limitless accounts as much as you like (they are meant to offer a lot) while respecting the spirit and intended scope of the account.
+Use the limitless accounts as much as you like (they are meant to offer a lot) while respecting the spirit and intended scope of the account.
 
 <Callout type="info">
   What happens if I violate this policy? We will ask you to upgrade to a fitting plan or custom
-  pricing. We won’t block your account without reaching out. [Message
-  us](mailto:support@documenso.com) for questions. It's probably fine, though.
+  pricing. We won’t block your account without reaching out. You can [message
+  us](mailto:support@documenso.com) for questions.
 </Callout>
 
 ### DO
 
-- Sign as many documents with the individual plan for your single business or organization you are part of
-- Use the API and Zapier to automate all your signing to sign as much as possible
-- Experiment with the plans and integrations, testing what you want to build: When in doubt, do it. Especially if you are just starting.
+- Sign as many documents as you need with the individual plan for your single business or organization you are part of
+- Use the API and automation tools to automate all your signing workflows
+- Experiment with the plans and integrations, testing what you want to build
 
 ### DON'T
 
 - Use the individual account's API to power a platform
 - Run a huge company, signing thousands of documents per day on a two-user team plan using the API
-- Let this policy make you overthink. If you are a paying customer, we want you to win, and it's probably fine
+- Let this policy make you overthink. If you are a paying customer, we want you to win

apps/documentation/pages/users/get-started/account-creation.mdx

@@ -10,7 +10,12 @@ import { Callout, Steps } from 'nextra/components';
 <Steps>
 ### Pick a Plan
 
-The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 3 plans available: Free, Individual, Teams and Platform.
+The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 4 plans available:
+
+- Free
+- Individual
+- Teams
+- Platform
 
 Explore each plan's features and choose the one that best suits your needs. The [pricing page](https://documen.so/pricing) has more information about the plans.
 
@@ -24,7 +29,7 @@ To create a free account, navigate to the [registration page](https://documen.so
 
 ### Optional: Claim a Premium Username
 
-You can claim a premium username by upgrading to a paid plan. After upgrading to a paid plan, you can update your [public profile](https://app.documenso.com/settings/public-profile).
+You can claim a premium username by upgrading to a paid plan. After upgrading to a paid plan, you can update your [public profile](/users/profile).
 
 ### Optional: Create a Team
 

apps/documentation/pages/users/licenses/_meta.js

@@ -0,0 +1,5 @@
+export default {
+  index: 'Overview',
+  'community-edition': 'Community Edition',
+  'enterprise-edition': 'Enterprise Edition',
+};

apps/documentation/pages/users/licenses/_meta.json

@@ -1,5 +0,0 @@
-{
-  "index": "Overview",
-  "community-edition": "Community Edition",
-  "enterprise-edition": "Enterprise Edition"
-}

apps/documentation/pages/users/licenses/community-edition.mdx

@@ -1,3 +1,8 @@
+---
+title: Community Edition
+description: Learn about the Community Edition of Documenso.
+---
+
 import { Callout } from 'nextra/components';
 
 # Community Edition
@@ -32,10 +37,10 @@ Documenso and the Community Edition are licensed under [AGPL3](https://github.co
 
 ### Conditions
 
-ℹ️ License and copyright notice
-ℹ️ State changes
-ℹ️ Disclose source
-ℹ️ Network use is distribution
+- License and copyright notice
+- State changes
+- Disclose source
+- Network use is distribution
 
 <Callout type="warning">
   It's important to remember that you must keep the AGPL3 license for your modified or non-modified

apps/documentation/pages/users/licenses/enterprise-edition.mdx

@@ -1,3 +1,8 @@
+---
+title: Enterprise Edition
+description: Learn about the Enterprise Edition of Documenso.
+---
+
 import { Callout } from 'nextra/components';
 
 # Enterprise Edition

apps/documentation/pages/users/licenses/index.mdx

@@ -1,3 +1,8 @@
+---
+title: Licenses
+description: Learn about the different licenses for self-hosting Documenso.
+---
+
 # Self-Hosting Licenses
 
 Documenso comes in two versions for self-hosting:

apps/documentation/pages/users/organisations/_meta.js

@@ -0,0 +1,8 @@
+export default {
+  index: 'Introduction',
+  members: 'Members',
+  groups: 'Groups',
+  teams: 'Teams',
+  sso: 'SSO',
+  billing: 'Billing',
+};

apps/documentation/pages/users/organisations/_meta.json

@@ -1,8 +0,0 @@
-{
-  "index": "Introduction",
-  "members": "Members",
-  "groups": "Groups",
-  "teams": "Teams",
-  "sso": "SSO",
-  "billing": "Billing"
-}

apps/documentation/pages/users/organisations/sso/_meta.js

@@ -0,0 +1,4 @@
+export default {
+  index: 'Configuration',
+  'microsoft-entra-id': 'Microsoft Entra ID',
+};

apps/documentation/pages/users/organisations/sso/_meta.json

@@ -1,4 +0,0 @@
-{
-  "index": "Configuration",
-  "microsoft-entra-id": "Microsoft Entra ID"
-}

apps/documentation/pages/users/profile.mdx

@@ -15,7 +15,7 @@ Documenso allows you to create a public profile to share your templates for anyo
 
 ### Navigate to Your Profile Settings
 
-Click on your profile picture in the top right corner and select "Settings" or "Team Settings". Then, navigate to the "Public Profile" tab to configure your profile.
+Click on your profile picture in the top right corner and select "Team Settings". Then, navigate to the "Public Profile" tab to configure your profile.
 
 ![The profile settings page](/public-profile/documenso-public-profile-settings.webp)
 

apps/documentation/pages/users/support.mdx

@@ -9,30 +9,30 @@ description: Learn what types of support we offer.
 
 If you are a developer or free user, you can reach out to the community or raise an issue:
 
-### [Create Github Issues](https://github.com/documenso/documenso/issues)
+**[Create Github Issues](https://github.com/documenso/documenso/issues)**
 
 The community and the core team address GitHub issues. Be sure to check if a similar issue already exists. Please note that while we want to address everything immediately, we must prioritize.
 
-### [Join our Discord](https://documen.so/discord)
+**[Join our Discord](https://documen.so/discord)**
 
 You can ask for help in the [community help channel](https://discord.com/channels/1132216843537485854/1133419426524430376).
 
 ## Paid Account Support
 
-### Email: support@documenso.com
+**Email: support@documenso.com**
 
 If you are paying customers facing issues, email our customer support, especially in urgent cases.
 
-### Private Discord channel
+**Private Discord channel**
 
 If you prefer Discord, we can invite you to a private channel. Message support to make this happen.
 
 ## Enterprise Support
 
-### Email: support@documenso.com
+**Email: support@documenso.com**
 
 If you are paying customers facing issues, email our customer support, especially in urgent cases.
 
-### Slack
+**Slack**
 
 If your team is on Slack, we can create a private workspace to support you more closely.

apps/documentation/pages/users/templates.mdx

@@ -1,3 +1,8 @@
+---
+title: Templates
+description: Learn how to create and use templates in Documenso.
+---
+
 import { Callout, Steps } from 'nextra/components';
 
 # Document Templates

apps/documentation/postcss.config.cjs

@@ -0,0 +1,6 @@
+module.exports = {
+  plugins: {
+    tailwindcss: {},
+    autoprefixer: {},
+  },
+};

apps/documentation/styles.css

@@ -1,3 +1,7 @@
 @tailwind base;
 @tailwind components;
 @tailwind utilities;
+
+html {
+  scroll-behavior: smooth;
+}

apps/documentation/tailwind.config.cjs

@@ -8,7 +8,9 @@ module.exports = {
     ...baseConfig.content,
     `${path.join(require.resolve('@documenso/ui'), '..')}/**/*.{ts,tsx}`,
     './pages/**/*.{js,ts,jsx,tsx,mdx}',
+    './content/**/*.{js,ts,jsx,tsx,mdx}',
     './components/**/*.{js,ts,jsx,tsx,mdx}',
+    './app/**/*.{js,ts,jsx,tsx,mdx}',
   ],
   theme: {
     fontFamily: {

apps/documentation/theme.config.tsx

@@ -4,7 +4,7 @@ import { useConfig } from 'nextra-theme-docs';
 const themeConfig: DocsThemeConfig = {
   logo: <span>Documenso</span>,
   head: function useHead() {
-    const config = useConfig<{ title?: string; description?: string }>();
+    const config = useConfig();
 
     const title = `${config.frontMatter.title} | Documenso Docs` || 'Documenso Docs';
     const description = config.frontMatter.description || 'The official Documenso documentation';
@@ -12,6 +12,7 @@ const themeConfig: DocsThemeConfig = {
     return (
       <>
         <meta httpEquiv="Content-Language" content="en" />
+        <title>{title}</title>
         <meta name="title" content={title} />
         <meta name="og:title" content={title} />
         <meta name="description" content={description} />
@@ -46,7 +47,7 @@ const themeConfig: DocsThemeConfig = {
   },
   docsRepositoryBase: 'https://github.com/documenso/documenso/tree/main/apps/documentation',
   footer: {
-    text: (
+    content: (
       <span>
         {new Date().getFullYear()} ©{' '}
         <a href="https://documen.so" target="_blank">
@@ -56,12 +57,9 @@ const themeConfig: DocsThemeConfig = {
       </span>
     ),
   },
-  primaryHue: 100,
-  primarySaturation: 48.47,
-  useNextSeoProps() {
-    return {
-      titleTemplate: '%s | Documenso Docs',
-    };
+  color: {
+    hue: 100,
+    saturation: 48.47,
   },
 };
 

apps/documentation/tsconfig.json

@@ -1,13 +1,17 @@
 {
   "compilerOptions": {
-    "lib": ["dom", "dom.iterable", "esnext"],
+    "lib": [
+      "dom",
+      "dom.iterable",
+      "esnext"
+    ],
     "allowJs": true,
     "skipLibCheck": true,
     "strict": true,
     "noEmit": true,
     "esModuleInterop": true,
     "module": "esnext",
-    "moduleResolution": "node",
+    "moduleResolution": "bundler",
     "resolveJsonModule": true,
     "isolatedModules": true,
     "jsx": "preserve",
@@ -18,10 +22,21 @@
       }
     ],
     "paths": {
-      "@/*": ["./*"]
+      "@/*": [
+        "./*"
+      ]
     },
-    "forceConsistentCasingInFileNames": true
+    "forceConsistentCasingInFileNames": true,
+    "target": "ES2017"
   },
-  "include": ["next-env.d.ts", "**/*.ts", "**/*.tsx", ".next/types/**/*.ts", "tailwind.config.js"],
-  "exclude": ["node_modules"]
+  "include": [
+    "next-env.d.ts",
+    "**/*.ts",
+    "**/*.tsx",
+    ".next/types/**/*.ts",
+    "tailwind.config.js"
+  ],
+  "exclude": [
+    "node_modules"
+  ]
 }

apps/openpage-api/next.config.js

@@ -1,4 +0,0 @@
-/** @type {import('next').NextConfig} */
-const nextConfig = {};
-
-module.exports = nextConfig;

apps/openpage-api/next.config.ts

@@ -0,0 +1,5 @@
+import type { NextConfig } from 'next';
+
+const nextConfig: NextConfig = {};
+
+export default nextConfig;

apps/openpage-api/package.json

@@ -11,12 +11,12 @@
   },
   "dependencies": {
     "@documenso/prisma": "*",
-    "luxon": "^3.5.0",
-    "next": "14.2.28"
+    "luxon": "^3.7.2",
+    "next": "15.5.9"
   },
   "devDependencies": {
     "@types/node": "^20",
-    "@types/react": "18.3.5",
+    "@types/react": "18.3.27",
     "typescript": "5.6.2"
   }
-}
+}

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

@@ -45,7 +45,7 @@ export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDia
 
       toast({
         title: _(msg`Document deleted`),
-        description: 'The Document has been deleted successfully.',
+        description: _(msg`The Document has been deleted successfully.`),
         duration: 5000,
       });
 
@@ -54,8 +54,9 @@ export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDia
       toast({
         title: _(msg`An unknown error occurred`),
         variant: 'destructive',
-        description:
-          'We encountered an unknown error while attempting to delete your document. Please try again later.',
+        description: _(
+          msg`We encountered an unknown error while attempting to delete your document. Please try again later.`,
+        ),
       });
     }
   };

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

@@ -156,8 +156,8 @@ export const AdminOrganisationMemberUpdateDialog = ({
 
           <DialogDescription className="mt-4">
             <Trans>
-              You are currently updating{' '}
-              <span className="font-bold">{organisationMemberName}.</span>
+              You are currently updating <span className="font-bold">{organisationMemberName}</span>
+              .
             </Trans>
           </DialogDescription>
         </DialogHeader>

apps/remix/app/components/dialogs/ai-features-enable-dialog.tsx

@@ -0,0 +1,141 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import { useCurrentTeam } from '~/providers/team';
+
+type AiFeaturesEnableDialogProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onEnabled: () => void;
+};
+
+export const AiFeaturesEnableDialog = ({
+  open,
+  onOpenChange,
+  onEnabled,
+}: AiFeaturesEnableDialogProps) => {
+  const { t } = useLingui();
+
+  const team = useCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
+  const isTeamAdmin = team.currentTeamRole === TeamMemberRole.ADMIN;
+  const isOrganisationAdmin = organisation.currentOrganisationRole === OrganisationMemberRole.ADMIN;
+  const canEnableAiFeatures = isTeamAdmin || isOrganisationAdmin;
+
+  const [error, setError] = useState<string | null>(null);
+
+  const { mutateAsync: updateTeamSettings, isPending: isUpdatingTeamSettings } =
+    trpc.team.settings.update.useMutation();
+  const { mutateAsync: updateOrganisationSettings, isPending: isUpdatingOrganisationSettings } =
+    trpc.organisation.settings.update.useMutation();
+
+  const isSubmitting = isUpdatingTeamSettings || isUpdatingOrganisationSettings;
+
+  const onEnableClick = async () => {
+    if (!canEnableAiFeatures) {
+      return;
+    }
+
+    setError(null);
+
+    try {
+      if (isTeamAdmin) {
+        await updateTeamSettings({
+          teamId: team.id,
+          data: { aiFeaturesEnabled: true },
+        });
+      } else {
+        await updateOrganisationSettings({
+          organisationId: organisation.id,
+          data: { aiFeaturesEnabled: true },
+        });
+      }
+
+      onEnabled();
+      onOpenChange(false);
+    } catch (err) {
+      console.error('Failed to enable AI features', err);
+      setError(
+        err instanceof Error
+          ? err.message
+          : t`We couldn't enable AI features right now. Please try again.`,
+      );
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Enable AI features</Trans>
+          </DialogTitle>
+        </DialogHeader>
+
+        <div className="space-y-4">
+          <p className="text-sm text-muted-foreground">
+            <Trans>
+              Turn on AI detection to automatically find recipients and fields in your documents. AI
+              providers do not retain your data for training.
+            </Trans>
+          </p>
+
+          <Alert variant="neutral">
+            <AlertDescription>
+              <Trans>
+                Your document content will be sent securely to our AI provider solely for detection
+                and will not be stored or used for training.
+              </Trans>
+            </AlertDescription>
+          </Alert>
+
+          {canEnableAiFeatures ? (
+            <p className="text-sm text-muted-foreground">
+              <Trans>
+                You're an admin. You can enable AI features for this team right away. Everyone on
+                the team will see AI detection once enabled.
+              </Trans>
+            </p>
+          ) : (
+            <p className="text-sm text-muted-foreground">
+              <Trans>
+                AI features are disabled for your team. Please ask your team owner or organisation
+                owner to enable them.
+              </Trans>
+            </p>
+          )}
+
+          {error ? <p className="text-sm text-destructive">{error}</p> : null}
+        </div>
+
+        <DialogFooter>
+          <Button type="button" variant="ghost" onClick={() => onOpenChange(false)}>
+            <Trans>Close</Trans>
+          </Button>
+
+          {canEnableAiFeatures ? (
+            <Button type="button" onClick={() => void onEnableClick()} loading={isSubmitting}>
+              <Trans>Enable AI features</Trans>
+            </Button>
+          ) : null}
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/ai-field-detection-dialog.tsx

@@ -0,0 +1,381 @@
+import { useCallback, useEffect, useMemo, useState } from 'react';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Plural, Trans } from '@lingui/react/macro';
+import { CheckIcon, FormInputIcon, ShieldCheckIcon } from 'lucide-react';
+
+import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Label } from '@documenso/ui/primitives/label';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+import {
+  AiApiError,
+  type DetectFieldsProgressEvent,
+  detectFields,
+} from '../../../server/api/ai/detect-fields.client';
+import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
+
+type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
+
+type AiFieldDetectionDialogProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onComplete: (fields: NormalizedFieldWithContext[]) => void;
+  envelopeId: string;
+  teamId: number;
+};
+
+const PROCESSING_MESSAGES = [
+  msg`Reading your document`,
+  msg`Analyzing page layout`,
+  msg`Looking for form fields`,
+  msg`Detecting signature areas`,
+  msg`Identifying input fields`,
+  msg`Mapping fields to recipients`,
+  msg`Almost done`,
+] as const;
+
+const FIELD_TYPE_LABELS: Record<string, MessageDescriptor> = {
+  SIGNATURE: msg`Signature`,
+  INITIALS: msg`Initials`,
+  NAME: msg`Name`,
+  EMAIL: msg`Email`,
+  DATE: msg`Date`,
+  TEXT: msg`Text`,
+  NUMBER: msg`Number`,
+  CHECKBOX: msg`Checkbox`,
+  RADIO: msg`Radio`,
+};
+
+export const AiFieldDetectionDialog = ({
+  open,
+  onOpenChange,
+  onComplete,
+  envelopeId,
+  teamId,
+}: AiFieldDetectionDialogProps) => {
+  const { _ } = useLingui();
+
+  const [state, setState] = useState<DialogState>('PROMPT');
+  const [messageIndex, setMessageIndex] = useState(0);
+  const [detectedFields, setDetectedFields] = useState<NormalizedFieldWithContext[]>([]);
+  const [error, setError] = useState<string | null>(null);
+  const [context, setContext] = useState('');
+  const [progress, setProgress] = useState<DetectFieldsProgressEvent | null>(null);
+
+  const onDetectClick = useCallback(async () => {
+    setState('PROCESSING');
+    setMessageIndex(0);
+    setError(null);
+    setProgress(null);
+
+    try {
+      await detectFields({
+        request: {
+          envelopeId,
+          teamId,
+          context: context || undefined,
+        },
+        onProgress: (progressEvent) => {
+          setProgress(progressEvent);
+        },
+        onComplete: (event) => {
+          setDetectedFields(event.fields);
+          setState('REVIEW');
+        },
+        onError: (err) => {
+          console.error('Detection failed:', err);
+
+          if (err.status === 429) {
+            setState('RATE_LIMITED');
+            return;
+          }
+
+          setError(err.message);
+          setState('ERROR');
+        },
+      });
+    } catch (err) {
+      console.error('Detection failed:', err);
+
+      if (err instanceof AiApiError && err.status === 429) {
+        setState('RATE_LIMITED');
+        return;
+      }
+
+      setError(err instanceof Error ? err.message : 'Failed to detect fields');
+      setState('ERROR');
+    }
+  }, [envelopeId, teamId, context]);
+
+  const onAddFields = () => {
+    onComplete(detectedFields);
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedFields([]);
+    setContext('');
+  };
+
+  const onClose = () => {
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedFields([]);
+    setError(null);
+    setContext('');
+    setProgress(null);
+  };
+
+  // Group fields by type for summary display
+  const fieldCountsByType = useMemo(() => {
+    const counts: Record<string, number> = {};
+
+    for (const field of detectedFields) {
+      counts[field.type] = (counts[field.type] || 0) + 1;
+    }
+
+    return Object.entries(counts).sort(([, a], [, b]) => b - a);
+  }, [detectedFields]);
+
+  useEffect(() => {
+    if (state !== 'PROCESSING') {
+      return;
+    }
+
+    const interval = setInterval(() => {
+      setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
+    }, 4000);
+
+    return () => clearInterval(interval);
+  }, [state]);
+
+  return (
+    <Dialog open={open}>
+      <DialogContent className="sm:max-w-lg" hideClose={true}>
+        {state === 'PROMPT' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detect fields</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="space-y-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  We'll scan your document to find form fields like signature lines, text inputs,
+                  checkboxes, and more. Detected fields will be suggested for you to review.
+                </Trans>
+              </p>
+
+              <Alert className="flex items-center gap-2 space-y-0" variant="neutral">
+                <ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
+                <AlertDescription className="mt-0">
+                  <Trans>
+                    Your document is processed securely using AI services that don't retain your
+                    data.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+
+              <div className="space-y-1.5">
+                <Label htmlFor="context">
+                  <Trans>Context</Trans>
+                </Label>
+                <Textarea
+                  id="context"
+                  placeholder={_(msg`David is the Employee, Lucas is the Manager`)}
+                  value={context}
+                  onChange={(e) => setContext(e.target.value)}
+                  rows={2}
+                  className="resize-none"
+                />
+                <p className="text-xs text-muted-foreground">
+                  <Trans>Help the AI assign fields to the right recipients.</Trans>
+                </p>
+              </div>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Skip</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Detect</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'PROCESSING' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detecting fields</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="flex flex-col items-center py-8">
+              <AnimatedDocumentScanner />
+
+              <p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
+
+              {progress && (
+                <p className="mt-2 text-xs text-muted-foreground/60">
+                  <Plural
+                    value={progress.fieldsDetected}
+                    one={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # field found
+                      </Trans>
+                    }
+                    other={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # fields found
+                      </Trans>
+                    }
+                  />
+                </p>
+              )}
+
+              <p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
+                <Trans>This can take a minute or two depending on the size of your document.</Trans>
+              </p>
+
+              <div className="mt-4 flex gap-1">
+                {PROCESSING_MESSAGES.map((_, index) => (
+                  <div
+                    key={index}
+                    className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
+                      index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
+                    }`}
+                  />
+                ))}
+              </div>
+            </div>
+          </>
+        )}
+
+        {state === 'REVIEW' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detected fields</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="max-h-[400px] overflow-y-auto">
+              {detectedFields.length === 0 ? (
+                <div className="flex flex-col items-center py-8">
+                  <FormInputIcon className="h-12 w-12 text-muted-foreground/50" />
+                  <p className="mt-4 text-center text-sm text-muted-foreground">
+                    <Trans>No fields were detected in your document.</Trans>
+                  </p>
+                  <p className="mt-1 text-center text-xs text-muted-foreground/70">
+                    <Trans>You can add fields manually in the editor.</Trans>
+                  </p>
+                </div>
+              ) : (
+                <>
+                  <p className="text-sm text-muted-foreground">
+                    <Plural
+                      value={detectedFields.length}
+                      one="We found # field in your document."
+                      other="We found # fields in your document."
+                    />
+                  </p>
+
+                  <ul className="mt-4 divide-y rounded-lg border">
+                    {fieldCountsByType.map(([type, count]) => (
+                      <li key={type} className="flex items-center justify-between px-4 py-3">
+                        <span className="text-sm">{_(FIELD_TYPE_LABELS[type]) || type}</span>
+                        <span className="text-sm font-medium text-muted-foreground">{count}</span>
+                      </li>
+                    ))}
+                  </ul>
+                </>
+              )}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              {detectedFields.length > 0 && (
+                <Button type="button" onClick={onAddFields}>
+                  <CheckIcon className="-ml-1 mr-2 h-4 w-4" />
+                  <Trans>Add fields</Trans>
+                </Button>
+              )}
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'ERROR' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detection failed</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>Something went wrong while detecting fields.</Trans>
+              </p>
+
+              {error && <p className="mt-2 text-sm text-destructive">{error}</p>}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'RATE_LIMITED' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Too many requests</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  You've made too many detection requests. Please wait a minute before trying again.
+                </Trans>
+              </p>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/ai-recipient-detection-dialog.tsx

@@ -0,0 +1,372 @@
+import { useCallback, useEffect, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Plural, Trans } from '@lingui/react/macro';
+import { CheckIcon, ShieldCheckIcon, UserIcon, XIcon } from 'lucide-react';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import {
+  AiApiError,
+  type DetectRecipientsProgressEvent,
+  detectRecipients,
+} from '../../../server/api/ai/detect-recipients.client';
+import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
+
+type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
+
+type AiRecipientDetectionDialogProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onComplete: (recipients: TDetectedRecipientSchema[]) => void;
+  envelopeId: string;
+  teamId: number;
+};
+
+const PROCESSING_MESSAGES = [
+  msg`Reading your document`,
+  msg`Analyzing pages`,
+  msg`Looking for signature fields`,
+  msg`Identifying recipients`,
+  msg`Extracting contact details`,
+  msg`Almost done`,
+] as const;
+
+export const AiRecipientDetectionDialog = ({
+  open,
+  onOpenChange,
+  onComplete,
+  envelopeId,
+  teamId,
+}: AiRecipientDetectionDialogProps) => {
+  const { _ } = useLingui();
+
+  const [state, setState] = useState<DialogState>('PROMPT');
+  const [messageIndex, setMessageIndex] = useState(0);
+  const [detectedRecipients, setDetectedRecipients] = useState<TDetectedRecipientSchema[]>([]);
+  const [error, setError] = useState<string | null>(null);
+  const [progress, setProgress] = useState<DetectRecipientsProgressEvent | null>(null);
+
+  const onDetectClick = useCallback(async () => {
+    setState('PROCESSING');
+    setMessageIndex(0);
+    setError(null);
+    setProgress(null);
+
+    try {
+      await detectRecipients({
+        request: {
+          envelopeId,
+          teamId,
+        },
+        onProgress: (progressEvent) => {
+          setProgress(progressEvent);
+        },
+        onComplete: (event) => {
+          setDetectedRecipients(event.recipients);
+          setState('REVIEW');
+        },
+        onError: (err) => {
+          console.error('Detection failed:', err);
+
+          if (err.status === 429) {
+            setState('RATE_LIMITED');
+            return;
+          }
+
+          setError(err.message);
+          setState('ERROR');
+        },
+      });
+    } catch (err) {
+      console.error('Detection failed:', err);
+
+      if (err instanceof AiApiError && err.status === 429) {
+        setState('RATE_LIMITED');
+        return;
+      }
+
+      setError(err instanceof Error ? err.message : 'Failed to detect recipients');
+      setState('ERROR');
+    }
+  }, [envelopeId, teamId]);
+
+  const handleRemoveRecipient = (index: number) => {
+    setDetectedRecipients((prev) => prev.filter((_, i) => i !== index));
+  };
+
+  const onAddRecipients = () => {
+    onComplete(detectedRecipients);
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedRecipients([]);
+  };
+
+  const onClose = () => {
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedRecipients([]);
+    setError(null);
+    setProgress(null);
+  };
+
+  useEffect(() => {
+    if (state !== 'PROCESSING') {
+      return;
+    }
+
+    const interval = setInterval(() => {
+      setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
+    }, 4000);
+
+    return () => clearInterval(interval);
+  }, [state]);
+
+  return (
+    <Dialog open={open}>
+      <DialogContent className="sm:max-w-lg" hideClose={true}>
+        {state === 'PROMPT' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detect recipients</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div>
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  We'll scan your document to find signature fields and identify who needs to sign.
+                  Detected recipients will be suggested for you to review.
+                </Trans>
+              </p>
+
+              <Alert className="mt-4 flex items-center gap-2 space-y-0" variant="neutral">
+                <ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
+                <AlertDescription className="mt-0">
+                  <Trans>
+                    Your document is processed securely using AI services that don't retain your
+                    data.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Skip</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Detect</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'PROCESSING' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detecting recipients</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="flex flex-col items-center py-8">
+              <AnimatedDocumentScanner />
+
+              <p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
+
+              {progress && (
+                <p className="mt-2 text-xs text-muted-foreground/60">
+                  <Plural
+                    value={progress.recipientsDetected}
+                    one={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # recipient found
+                      </Trans>
+                    }
+                    other={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # recipients found
+                      </Trans>
+                    }
+                  />
+                </p>
+              )}
+
+              <p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
+                <Trans>This can take a minute or two depending on the size of your document.</Trans>
+              </p>
+
+              <div className="mt-4 flex gap-1">
+                {PROCESSING_MESSAGES.map((_, index) => (
+                  <div
+                    key={index}
+                    className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
+                      index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
+                    }`}
+                  />
+                ))}
+              </div>
+            </div>
+          </>
+        )}
+
+        {state === 'REVIEW' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detected recipients</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="max-h-[400px] overflow-y-auto">
+              {detectedRecipients.length === 0 ? (
+                <div className="flex flex-col items-center py-8">
+                  <UserIcon className="h-12 w-12 text-muted-foreground/50" />
+                  <p className="mt-4 text-center text-sm text-muted-foreground">
+                    <Trans>No recipients were detected in your document.</Trans>
+                  </p>
+                  <p className="mt-1 text-center text-xs text-muted-foreground/70">
+                    <Trans>You can add recipients manually in the editor.</Trans>
+                  </p>
+                </div>
+              ) : (
+                <>
+                  <p className="text-sm text-muted-foreground">
+                    <Plural
+                      value={detectedRecipients.length}
+                      one="We found # recipient in your document."
+                      other="We found # recipients in your document."
+                    />
+                  </p>
+
+                  <ul className="mt-4 divide-y rounded-lg border">
+                    {detectedRecipients.map((recipient, index) => (
+                      <li key={index} className="flex items-center justify-between px-4 py-3">
+                        <AvatarWithText
+                          avatarFallback={
+                            recipient.name
+                              ? recipient.name.slice(0, 1).toUpperCase()
+                              : recipient.email
+                                ? recipient.email.slice(0, 1).toUpperCase()
+                                : '?'
+                          }
+                          primaryText={
+                            <p className="text-sm font-medium text-foreground">
+                              {recipient.name || _(msg`Unknown name`)}
+                            </p>
+                          }
+                          secondaryText={
+                            <div className="text-xs text-muted-foreground">
+                              <p className="italic text-muted-foreground/70">
+                                {recipient.email || _(msg`No email detected`)}
+                              </p>
+                              <p>{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}</p>
+                            </div>
+                          }
+                        />
+
+                        <button
+                          type="button"
+                          className="h-8 w-8 p-0 text-muted-foreground/80 hover:text-destructive focus-visible:border-destructive focus-visible:ring-destructive"
+                          onClick={() => handleRemoveRecipient(index)}
+                        >
+                          <span className="sr-only">
+                            <Trans>Remove recipient</Trans>
+                          </span>
+
+                          <XIcon className="h-4 w-4" aria-hidden="true" />
+                        </button>
+                      </li>
+                    ))}
+                  </ul>
+                </>
+              )}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              {detectedRecipients.length > 0 && (
+                <Button type="button" onClick={onAddRecipients}>
+                  <CheckIcon className="-ml-1 mr-2 h-4 w-4" />
+                  <Trans>Add recipients</Trans>
+                </Button>
+              )}
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'ERROR' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detection failed</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>Something went wrong while detecting recipients.</Trans>
+              </p>
+
+              {error && <p className="mt-2 text-sm text-destructive">{error}</p>}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'RATE_LIMITED' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Too many requests</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  You've made too many detection requests. Please wait a minute before trying again.
+                </Trans>
+              </p>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -13,7 +13,7 @@ import {
   DialogHeader,
   DialogTitle,
 } from '@documenso/ui/primitives/dialog';
-import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+import { PDFViewerLazy } from '@documenso/ui/primitives/pdf-viewer/lazy';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
@@ -96,7 +96,7 @@ export const DocumentDuplicateDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <PDFViewer
+            <PDFViewerLazy
               key={envelopeItems[0].id}
               envelopeItem={envelopeItems[0]}
               token={undefined}

apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -7,9 +7,7 @@ import {
   DocumentDistributionMethod,
   DocumentStatus,
   EnvelopeType,
-  type Field,
   FieldType,
-  type Recipient,
   RecipientRole,
 } from '@prisma/client';
 import { AnimatePresence, motion } from 'framer-motion';
@@ -19,8 +17,9 @@ import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 import * as z from 'zod';
 
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
 import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
 import { cn } from '@documenso/ui/lib/utils';
@@ -52,16 +51,13 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@documenso/ui/primitives/select';
+import { SpinnerBox } from '@documenso/ui/primitives/spinner';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { Textarea } from '@documenso/ui/primitives/textarea';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type EnvelopeDistributeDialogProps = {
-  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
-    recipients: Recipient[];
-    fields: Pick<Field, 'type' | 'recipientId'>[];
-  };
   onDistribute?: () => Promise<void>;
   documentRootPath: string;
   trigger?: React.ReactNode;
@@ -86,20 +82,20 @@ export const ZEnvelopeDistributeFormSchema = z.object({
 export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
 
 export const EnvelopeDistributeDialog = ({
-  envelope,
   trigger,
   documentRootPath,
   onDistribute,
 }: EnvelopeDistributeDialogProps) => {
   const organisation = useCurrentOrganisation();
 
-  const recipients = envelope.recipients;
+  const { envelope, syncEnvelope, isAutosaving, autosaveError } = useCurrentEnvelopeEditor();
 
   const { toast } = useToast();
   const { t } = useLingui();
   const navigate = useNavigate();
 
   const [isOpen, setIsOpen] = useState(false);
+  const [isSyncing, setIsSyncing] = useState(false);
 
   const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
 
@@ -134,18 +130,43 @@ export const EnvelopeDistributeDialog = ({
 
   const distributionMethod = watch('meta.distributionMethod');
 
+  const recipientsWithIndex = useMemo(
+    () =>
+      envelope.recipients.map((recipient, index) => ({
+        ...recipient,
+        index,
+      })),
+    [envelope.recipients],
+  );
+
   const recipientsMissingSignatureFields = useMemo(
     () =>
-      envelope.recipients.filter(
+      recipientsWithIndex.filter(
         (recipient) =>
           recipient.role === RecipientRole.SIGNER &&
           !envelope.fields.some(
             (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
           ),
       ),
-    [envelope.recipients, envelope.fields],
+    [recipientsWithIndex, envelope.fields],
   );
 
+  /**
+   * List of recipients who must have an email due to having auth enabled.
+   */
+  const recipientsMissingRequiredEmail = useMemo(() => {
+    return recipientsWithIndex.filter((recipient) => {
+      const auth = extractDocumentAuthMethods({
+        documentAuth: envelope.authOptions,
+        recipientAuth: recipient.authOptions,
+      });
+
+      return (
+        (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) && !recipient.email
+      );
+    });
+  }, [recipientsWithIndex, envelope.authOptions]);
+
   const invalidEnvelopeCode = useMemo(() => {
     if (recipientsMissingSignatureFields.length > 0) {
       return 'MISSING_SIGNATURES';
@@ -155,8 +176,12 @@ export const EnvelopeDistributeDialog = ({
       return 'MISSING_RECIPIENTS';
     }
 
+    if (recipientsMissingRequiredEmail.length > 0) {
+      return 'MISSING_REQUIRED_EMAIL';
+    }
+
     return null;
-  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
+  }, [envelope.recipients, recipientsMissingRequiredEmail, recipientsMissingSignatureFields]);
 
   const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
     try {
@@ -189,6 +214,29 @@ export const EnvelopeDistributeDialog = ({
     }
   };
 
+  const handleSync = async () => {
+    if (isSyncing) {
+      return;
+    }
+
+    setIsSyncing(true);
+
+    try {
+      await syncEnvelope();
+    } catch (err) {
+      console.error(err);
+    }
+
+    setIsSyncing(false);
+  };
+
+  useEffect(() => {
+    // Resync the whole envelope if the envelope is mid saving.
+    if (isOpen && (isAutosaving || autosaveError)) {
+      void handleSync();
+    }
+  }, [isOpen]);
+
   if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
     return null;
   }
@@ -208,7 +256,7 @@ export const EnvelopeDistributeDialog = ({
           </DialogDescription>
         </DialogHeader>
 
-        {!invalidEnvelopeCode ? (
+        {!invalidEnvelopeCode || isSyncing ? (
           <Form {...form}>
             <form onSubmit={handleSubmit(onFormSubmit)}>
               <fieldset disabled={isSubmitting}>
@@ -236,7 +284,16 @@ export const EnvelopeDistributeDialog = ({
                   })}
                 >
                   <AnimatePresence initial={false} mode="wait">
-                    {distributionMethod === DocumentDistributionMethod.EMAIL && (
+                    {isSyncing ? (
+                      <motion.div
+                        key={'Flushing'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                      >
+                        <SpinnerBox spinnerProps={{ size: 'sm' }} className="h-72" />
+                      </motion.div>
+                    ) : distributionMethod === DocumentDistributionMethod.EMAIL ? (
                       <motion.div
                         key={'Emails'}
                         initial={{ opacity: 0, y: 5 }}
@@ -296,8 +353,10 @@ export const EnvelopeDistributeDialog = ({
                               render={({ field }) => (
                                 <FormItem>
                                   <FormLabel>
-                                    <Trans>Reply To Email</Trans>{' '}
-                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Trans>
+                                      Reply To Email{' '}
+                                      <span className="text-muted-foreground">(Optional)</span>
+                                    </Trans>
                                   </FormLabel>
 
                                   <FormControl>
@@ -315,8 +374,10 @@ export const EnvelopeDistributeDialog = ({
                               render={({ field }) => (
                                 <FormItem>
                                   <FormLabel>
-                                    <Trans>Subject</Trans>{' '}
-                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Trans>
+                                      Subject{' '}
+                                      <span className="text-muted-foreground">(Optional)</span>
+                                    </Trans>
                                   </FormLabel>
 
                                   <FormControl>
@@ -333,13 +394,15 @@ export const EnvelopeDistributeDialog = ({
                               render={({ field }) => (
                                 <FormItem>
                                   <FormLabel className="flex flex-row items-center">
-                                    <Trans>Message</Trans>{' '}
-                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Trans>
+                                      Message{' '}
+                                      <span className="text-muted-foreground">(Optional)</span>
+                                    </Trans>
                                     <Tooltip>
                                       <TooltipTrigger type="button">
                                         <InfoIcon className="mx-2 h-4 w-4" />
                                       </TooltipTrigger>
-                                      <TooltipContent className="text-muted-foreground p-4">
+                                      <TooltipContent className="p-4 text-muted-foreground">
                                         <DocumentSendEmailMessageHelper />
                                       </TooltipContent>
                                     </Tooltip>
@@ -347,7 +410,7 @@ export const EnvelopeDistributeDialog = ({
 
                                   <FormControl>
                                     <Textarea
-                                      className="bg-background mt-2 h-16 resize-none"
+                                      className="mt-2 h-16 resize-none bg-background"
                                       {...field}
                                       maxLength={5000}
                                     />
@@ -359,9 +422,7 @@ export const EnvelopeDistributeDialog = ({
                           </fieldset>
                         </Form>
                       </motion.div>
-                    )}
-
-                    {distributionMethod === DocumentDistributionMethod.NONE && (
+                    ) : distributionMethod === DocumentDistributionMethod.NONE ? (
                       <motion.div
                         key={'Links'}
                         initial={{ opacity: 0, y: 5 }}
@@ -369,7 +430,7 @@ export const EnvelopeDistributeDialog = ({
                         exit={{ opacity: 0, transition: { duration: 0.15 } }}
                         className="min-h-60 rounded-lg border"
                       >
-                        <div className="text-muted-foreground py-24 text-center text-sm">
+                        <div className="py-24 text-center text-sm text-muted-foreground">
                           <p>
                             <Trans>We won't send anything to notify recipients.</Trans>
                           </p>
@@ -382,7 +443,7 @@ export const EnvelopeDistributeDialog = ({
                           </p>
                         </div>
                       </motion.div>
-                    )}
+                    ) : null}
                   </AnimatePresence>
                 </div>
 
@@ -393,7 +454,7 @@ export const EnvelopeDistributeDialog = ({
                     </Button>
                   </DialogClose>
 
-                  <Button loading={isSubmitting} type="submit">
+                  <Button loading={isSubmitting} disabled={isSyncing} type="submit">
                     {distributionMethod === DocumentDistributionMethod.EMAIL ? (
                       <Trans>Send</Trans>
                     ) : (
@@ -419,7 +480,22 @@ export const EnvelopeDistributeDialog = ({
 
                     <ul className="ml-2 mt-1 list-inside list-disc">
                       {recipientsMissingSignatureFields.map((recipient) => (
-                        <li key={recipient.id}>{recipient.email}</li>
+                        <li key={recipient.id}>
+                          {recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
+                        </li>
+                      ))}
+                    </ul>
+                  </AlertDescription>
+                ))
+                .with('MISSING_REQUIRED_EMAIL', () => (
+                  <AlertDescription>
+                    <Trans>The following recipients require an email address:</Trans>
+
+                    <ul className="ml-2 mt-1 list-inside list-disc">
+                      {recipientsMissingRequiredEmail.map((recipient) => (
+                        <li key={recipient.id}>
+                          {recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
+                        </li>
                       ))}
                     </ul>
                   </AlertDescription>

apps/remix/app/components/dialogs/envelope-item-delete-dialog.tsx

@@ -117,7 +117,7 @@ export const EnvelopeItemDeleteDialog = ({
 
             <DialogDescription className="mt-4">
               <Trans>
-                You cannot delete this item because the document has been sent to recipients
+                You cannot delete this item because the document has been sent to recipients.
               </Trans>
             </DialogDescription>
           </DialogHeader>

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

@@ -367,7 +367,7 @@ const BillingPlanForm = ({
           <div className="w-full text-left">
             <div className="flex items-center justify-between">
               <p className="text-medium">
-                <Trans>Free</Trans>
+                <Trans context="Plan price">Free</Trans>
               </p>
 
               <Badge size="small" variant="neutral" className="ml-1.5">

apps/remix/app/components/dialogs/organisation-email-domain-records-dialog.tsx

@@ -121,7 +121,7 @@ export const OrganisationEmailDomainRecordContent = ({ records }: { records: Dom
             <Trans>
               Once you update your DNS records, it may take up to 48 hours for it to be propogated.
               Once the DNS propagation is complete you will need to come back and press the "Sync"
-              domains button
+              domains button.
             </Trans>
           </AlertDescription>
         </Alert>

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

@@ -148,8 +148,8 @@ export const OrganisationMemberUpdateDialog = ({
 
           <DialogDescription className="mt-4">
             <Trans>
-              You are currently updating{' '}
-              <span className="font-bold">{organisationMemberName}.</span>
+              You are currently updating <span className="font-bold">{organisationMemberName}</span>
+              .
             </Trans>
           </DialogDescription>
         </DialogHeader>

apps/remix/app/components/dialogs/sign-field-email-dialog.tsx

@@ -24,7 +24,10 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 
 const ZSignFieldEmailFormSchema = z.object({
-  email: z.string().min(1, { message: msg`Email is required`.id }),
+  email: z
+    .string()
+    .email()
+    .min(1, { message: msg`Email is required`.id }),
 });
 
 type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;

apps/remix/app/components/dialogs/sign-field-signature-dialog.tsx

@@ -17,6 +17,7 @@ import { DocumentSigningDisclosure } from '../general/document-signing/document-
 
 export type SignFieldSignatureDialogProps = {
   initialSignature?: string;
+  fullName?: string;
   typedSignatureEnabled?: boolean;
   uploadSignatureEnabled?: boolean;
   drawSignatureEnabled?: boolean;
@@ -28,6 +29,7 @@ export const SignFieldSignatureDialog = createCallable<
 >(
   ({
     call,
+    fullName,
     typedSignatureEnabled,
     uploadSignatureEnabled,
     drawSignatureEnabled,
@@ -46,6 +48,7 @@ export const SignFieldSignatureDialog = createCallable<
             </DialogHeader>
 
             <SignaturePad
+              fullName={fullName}
               value={localSignature ?? ''}
               onChange={({ value }) => setLocalSignature(value)}
               typedSignatureEnabled={typedSignatureEnabled}

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

@@ -8,6 +8,7 @@ import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
 
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
@@ -30,6 +31,13 @@ import {
   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 type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -53,26 +61,34 @@ export const TeamDeleteDialog = ({
   const { toast } = useToast();
   const { refreshSession } = useSession();
 
+  const currentOrganisation = useCurrentOrganisation();
+
   const deleteMessage = _(msg`delete ${teamName}`);
 
+  const filteredTeams = currentOrganisation.teams.filter((team) => team.id !== teamId);
+
   const ZDeleteTeamFormSchema = z.object({
     teamName: z.literal(deleteMessage, {
       errorMap: () => ({ message: _(msg`You must enter '${deleteMessage}' to proceed`) }),
     }),
+    transferTeamId: z.string().optional(),
   });
 
   const form = useForm({
     resolver: zodResolver(ZDeleteTeamFormSchema),
     defaultValues: {
       teamName: '',
+      transferTeamId: undefined,
     },
   });
 
   const { mutateAsync: deleteTeam } = trpc.team.delete.useMutation();
 
-  const onFormSubmit = async () => {
+  const onFormSubmit = async (data: z.infer<typeof ZDeleteTeamFormSchema>) => {
     try {
-      await deleteTeam({ teamId });
+      const transferTeamId = data.transferTeamId ? parseInt(data.transferTeamId, 10) : undefined;
+
+      await deleteTeam({ teamId, transferTeamId: transferTeamId || undefined });
 
       await refreshSession();
 
@@ -168,6 +184,43 @@ export const TeamDeleteDialog = ({
                 )}
               />
 
+              {filteredTeams.length > 0 && (
+                <FormField
+                  control={form.control}
+                  name="transferTeamId"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>Transfer documents to a different team</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Select {...field} onValueChange={field.onChange}>
+                          <SelectTrigger>
+                            <SelectValue
+                              placeholder={_(msg`Don't transfer (Delete all documents)`)}
+                            />
+                          </SelectTrigger>
+
+                          <SelectContent>
+                            <SelectItem value="-1">
+                              <Trans>Don't transfer (Delete all documents)</Trans>
+                            </SelectItem>
+
+                            {filteredTeams.map((team) => (
+                              <SelectItem key={team.id} value={team.id.toString()}>
+                                {team.name}
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                      </FormControl>
+
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+              )}
+
               <DialogFooter>
                 <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
                   <Trans>Cancel</Trans>

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

@@ -146,7 +146,7 @@ export const TeamMemberUpdateDialog = ({
 
           <DialogDescription>
             <Trans>
-              You are currently updating <span className="font-bold">{memberName}.</span>
+              You are currently updating <span className="font-bold">{memberName}</span>.
             </Trans>
           </DialogDescription>
         </DialogHeader>

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

@@ -103,8 +103,8 @@ export const TemplateBulkSendDialog = ({
       console.error(err);
 
       toast({
-        title: 'Error',
-        description: 'Failed to upload CSV. Please check the file format and try again.',
+        title: _(msg`Error`),
+        description: _(msg`Failed to upload CSV. Please check the file format and try again.`),
         variant: 'destructive',
       });
     }
@@ -137,12 +137,12 @@ export const TemplateBulkSendDialog = ({
 
         <Form {...form}>
           <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
-            <div className="bg-muted/70 rounded-lg border p-4">
+            <div className="rounded-lg border bg-muted/70 p-4">
               <h3 className="text-sm font-medium">
                 <Trans>CSV Structure</Trans>
               </h3>
 
-              <p className="text-muted-foreground mt-1 text-sm">
+              <p className="mt-1 text-sm text-muted-foreground">
                 <Trans>
                   For each recipient, provide their email (required) and name (optional) in separate
                   columns. Download the template CSV below for the correct format.
@@ -153,7 +153,7 @@ export const TemplateBulkSendDialog = ({
                 <Trans>Current recipients:</Trans>
               </p>
 
-              <ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
+              <ul className="mt-2 list-inside list-disc text-sm text-muted-foreground">
                 {recipients.map((recipient, index) => (
                   <li key={index}>
                     {recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
@@ -167,7 +167,7 @@ export const TemplateBulkSendDialog = ({
                 <Trans>Download Template CSV</Trans>
               </Button>
 
-              <p className="text-muted-foreground text-xs">
+              <p className="text-xs text-muted-foreground">
                 <Trans>Pre-formatted CSV template with example data.</Trans>
               </p>
             </div>
@@ -200,14 +200,14 @@ export const TemplateBulkSendDialog = ({
                     ) : (
                       <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" />
+                          <FileIcon className="h-4 w-4 text-muted-foreground" />
                           <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"
+                          className="p-0 text-xs text-destructive hover:text-destructive"
                           onClick={() => onChange(null)}
                           disabled={form.formState.isSubmitting}
                         >
@@ -220,9 +220,9 @@ export const TemplateBulkSendDialog = ({
                     )}
                   </FormControl>
 
-                  {error && <p className="text-destructive text-sm">{error.message}</p>}
+                  {error && <p className="text-sm text-destructive">{error.message}</p>}
 
-                  <p className="text-muted-foreground text-xs">
+                  <p className="text-xs text-muted-foreground">
                     <Trans>
                       Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
                       template defaults.
@@ -247,7 +247,7 @@ export const TemplateBulkSendDialog = ({
 
                       <label
                         htmlFor="send-immediately"
-                        className="text-muted-foreground ml-2 flex items-center text-sm"
+                        className="ml-2 flex items-center text-sm text-muted-foreground"
                       >
                         <Trans>Send documents to recipients immediately</Trans>
                       </label>

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

@@ -1,136 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { FilePlus, Loader } from 'lucide-react';
-import { useNavigate } from 'react-router';
-
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { formatTemplatesPath } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogClose,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-type TemplateCreateDialogProps = {
-  folderId?: string;
-};
-
-export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) => {
-  const navigate = useNavigate();
-
-  const { user } = useSession();
-  const { toast } = useToast();
-  const { _ } = useLingui();
-
-  const team = useCurrentTeam();
-
-  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
-
-  const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
-  const [isUploadingFile, setIsUploadingFile] = useState(false);
-
-  const onFileDrop = async (files: File[]) => {
-    const file = files[0];
-
-    if (isUploadingFile) {
-      return;
-    }
-
-    setIsUploadingFile(true);
-
-    try {
-      const payload = {
-        title: file.name,
-        folderId: folderId,
-      } satisfies TCreateTemplatePayloadSchema;
-
-      const formData = new FormData();
-
-      formData.append('payload', JSON.stringify(payload));
-      formData.append('file', file);
-
-      const { envelopeId: id } = await createTemplate(formData);
-
-      toast({
-        title: _(msg`Template document uploaded`),
-        description: _(
-          msg`Your document has been uploaded successfully. You will be redirected to the template page.`,
-        ),
-        duration: 5000,
-      });
-
-      setShowTemplateCreateDialog(false);
-
-      await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
-    } catch {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`Please try again later.`),
-        variant: 'destructive',
-      });
-
-      setIsUploadingFile(false);
-    }
-  };
-
-  return (
-    <Dialog
-      open={showTemplateCreateDialog}
-      onOpenChange={(value) => !isUploadingFile && setShowTemplateCreateDialog(value)}
-    >
-      <DialogTrigger asChild>
-        <Button className="cursor-pointer" disabled={!user.emailVerified}>
-          <FilePlus className="-ml-1 mr-2 h-4 w-4" />
-          <Trans>Template (Legacy)</Trans>
-        </Button>
-      </DialogTrigger>
-
-      <DialogContent className="w-full max-w-xl">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>New Template</Trans>
-          </DialogTitle>
-          <DialogDescription>
-            <Trans>
-              Templates allow you to quickly generate documents with pre-filled recipients and
-              fields.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <div className="relative">
-          <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
-
-          {isUploadingFile && (
-            <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
-              <Loader className="text-muted-foreground h-12 w-12 animate-spin" />
-            </div>
-          )}
-        </div>
-
-        <DialogFooter>
-          <DialogClose asChild>
-            <Button type="button" variant="secondary" disabled={isUploadingFile}>
-              <Trans>Close</Trans>
-            </Button>
-          </DialogClose>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-};