feat: initial tags

- **fix: interpolate inviterEmail in invite email mailto link**
- **fix: add alt attributes to email template images**

.agents/plans/sweet-cyan-leaf-document-template-tags.md

@@ -0,0 +1,382 @@
+---
+date: 2026-06-29
+title: Document Template Tags
+---
+
+## Problem
+
+Users currently organise documents and templates using **folders** (a hierarchical, single-parent structure). There is no way to apply **flat, cross-cutting labels** (tags) to envelopes — e.g. "urgent", "invoice", "contract", "HR". This makes it hard to filter, group, and find documents/templates across folder boundaries.
+
+Tags complement folders: a folder answers "where is this?", a tag answers "what kind is this?". An envelope can be in exactly one folder but should be able to carry many tags.
+
+## Goals
+
+1. Allow users to create, update, and delete tags scoped to their team.
+2. Allow users to assign one or more tags to a document or template.
+3. Allow users to filter the documents and templates list pages by tag(s).
+4. Display tags on document/template table rows and detail pages.
+5. Expose tag management and filtering through tRPC routes (and optionally the V1 public API).
+6. Follow the existing **folder** feature as the architectural blueprint so the codebase stays consistent.
+
+## Design Decisions
+
+These decisions are informed by the existing `Folder` feature and codebase conventions:
+
+1. **Tags are team-scoped** — Just like `Folder`, every `Tag` belongs to a `teamId` and a `userId` (creator). This matches `buildTeamWhereQuery` access patterns used throughout the lib layer.
+
+2. **Tags are type-specific (DOCUMENT / TEMPLATE)** — Following the `FolderType` enum pattern (`DOCUMENT` / `TEMPLATE`). A `TagType` enum mirrors this so document tags and template tags are managed separately, consistent with how folders are split (`documents.folders._index.tsx` vs `templates.folders._index.tsx`). *Alternative considered: shared tags with no type — rejected for consistency with folders and to keep the UI clean.*
+
+3. **Many-to-many via a join table (`EnvelopeTag`)** — Unlike folders (single `folderId` on `Envelope`), an envelope can have many tags and a tag can be on many envelopes. A join table is required.
+
+4. **Optional `color` field** — A nullable hex color string (`#RRGGBB`) for visual distinction in the UI. Optional so it's not a breaking concern if omitted.
+
+5. **Unique constraint `(teamId, name, type)`** — Prevents duplicate tag names within a team for a given type. Names are case-insensitive-normalised on write.
+
+6. **Filtering semantics: OR (any of)** — When filtering by multiple tags, return envelopes that have **any** of the selected tags. This is the most common tag-filter UX. *Alternative considered: AND (must have all) — noted as a future toggle if needed.*
+
+7. **Assigning tags replaces the full set** — The `setEnvelopeTags` operation takes an array of tag IDs and sets the envelope's tags to exactly that set (add/remove diff). This is simpler and less error-prone than individual add/remove operations and matches how form state typically works.
+
+8. **Inline tag creation during assignment** — The assignment UI allows creating a new tag on-the-fly (autocomplete + create), similar to common tag-input UX. The `setEnvelopeTags` route will accept either an existing `tagId` or a `{ name, color }` to create-and-assign in one step.
+
+9. **`deletedAt` is not needed for tags** — Unlike envelopes, tags are lightweight metadata. Deleting a tag cascades to remove the join-table rows (`onDelete: Cascade`). Envelopes are unaffected.
+
+10. **V1 public API is a separate, optional phase** — Tag CRUD + filtering is added to tRPC first. V1 API endpoints can follow the same pattern used for folders (`packages/api/v1/`) but are deferred to a later phase to keep this change focused.
+
+## Scope
+
+This plan touches four layers: Prisma schema, lib (server-only), tRPC, and the Remix UI. New files are created for the tag lib functions and tag-router; existing files are extended for filtering and display.
+
+| Layer | New files | Modified files |
+| ----- | --------- | -------------- |
+| Prisma | schema migration | `packages/prisma/schema.prisma` |
+| Lib | `packages/lib/server-only/tag/*` (6 files) | `find-documents.ts`, `find-templates.ts` |
+| tRPC | `packages/trpc/server/tag-router/*` (2 files), root router registration | `document-router/find-documents.types.ts`, `template-router` find types, root `trpc.ts` |
+| UI | tag primitives + filter component | documents/templates list pages, tables, edit pages |
+| V1 API (deferred) | — | — |
+
+## Changes
+
+### 1. Database Schema — `packages/prisma/schema.prisma`
+
+Add a `TagType` enum and `Tag` model, plus an `EnvelopeTag` join table:
+
+```prisma
+enum TagType {
+  DOCUMENT
+  TEMPLATE
+}
+
+model Tag {
+  id        String   @id @default(cuid())
+  name      String
+  color     String?
+  type      TagType
+  userId    Int
+  user      User     @relation(fields: [userId], references: [id], onDelete: Cascade)
+  teamId    Int
+  team      Team     @relation(fields: [teamId], references: [id], onDelete: Cascade)
+  envelopes EnvelopeTag[]
+  createdAt DateTime @default(now())
+  updatedAt DateTime @default(now()) @updatedAt
+
+  @@unique([teamId, name, type])
+  @@index([teamId])
+  @@index([teamId, type])
+}
+
+model EnvelopeTag {
+  envelopeId String
+  envelope   Envelope @relation(fields: [envelopeId], references: [id], onDelete: Cascade)
+  tagId      String
+  tag        Tag      @relation(fields: [tagId], references: [id], onDelete: Cascade)
+  assignedBy Int
+  assignedByUser User @relation(fields: [assignedBy], references: [id], onDelete: Cascade)
+  assignedAt DateTime @default(now())
+
+  @@id([envelopeId, tagId])
+  @@index([tagId])
+}
+```
+
+Add the back-relations to `Envelope` and `User` and `Team`:
+
+```prisma
+// On Envelope model, add:
+tags EnvelopeTag[]
+
+// On User model, add:
+tags       Tag[]
+envelopeTags EnvelopeTag[]
+
+// On Team model, add:
+tags Tag[]
+```
+
+**Migration:** Run `npx prisma migrate dev --name add_document_template_tags` (or the project's equivalent migration command). The migration creates both tables, indexes, and the unique constraint.
+
+### 2. Lib Layer — `packages/lib/server-only/tag/`
+
+Create a new `tag/` directory mirroring the `folder/` directory structure. Each file follows the existing pattern: import `prisma`, use `AppError`/`AppErrorCode`, use `buildTeamWhereQuery` for team access, and `getTeamById` / `getMemberRoles` for role-based visibility.
+
+#### `create-tag.ts`
+```ts
+export interface CreateTagOptions {
+  userId: number;
+  teamId: number;
+  name: string;
+  color?: string;
+  type: TTagType; // DOCUMENT | TEMPLATE
+}
+```
+- Validates team access via `getTeamSettings`.
+- Normalises `name` (trim, collapse whitespace).
+- Throws `AppError(AppErrorCode.CONFLICT)` on duplicate `(teamId, name, type)` (caught from Prisma unique violation or pre-checked).
+- Returns the created `Tag`.
+
+#### `find-tags.ts`
+```ts
+export interface FindTagsOptions {
+  userId: number;
+  teamId: number;
+  type?: TTagType;
+  query?: string;
+  page?: number;
+  perPage?: number;
+}
+```
+- Paginated list of tags for a team, optionally filtered by type and a name search query.
+- Uses `buildTeamWhereQuery` for access control.
+- Returns `FindResultResponse<Tag>`.
+
+#### `update-tag.ts`
+```ts
+export interface UpdateTagOptions {
+  userId: number;
+  teamId: number;
+  tagId: string;
+  data: { name?: string; color?: string | null };
+}
+```
+- Verifies tag belongs to the user's team.
+- Updates name and/or color.
+- Re-validates uniqueness if name changes.
+
+#### `delete-tag.ts`
+```ts
+export interface DeleteTagOptions {
+  userId: number;
+  teamId: number;
+  tagId: string;
+}
+```
+- Verifies ownership/team access.
+- `prisma.tag.delete` — cascades to `EnvelopeTag` rows automatically.
+
+#### `set-envelope-tags.ts`
+```ts
+export interface SetEnvelopeTagsOptions {
+  userId: number;
+  teamId: number;
+  envelopeId: string;
+  tagIds: string[];
+}
+```
+- Fetches the envelope, verifies access (team + visibility, same checks as folder operations).
+- Verifies all `tagIds` belong to the same team and match the envelope's type (DOCUMENT tags for documents, TEMPLATE tags for templates).
+- Uses a Prisma transaction to diff: delete `EnvelopeTag` rows not in the new set, insert missing ones.
+- Returns the updated list of tags on the envelope.
+
+#### `get-envelope-tags.ts`
+```ts
+export interface GetEnvelopeTagsOptions {
+  userId: number;
+  teamId: number;
+  envelopeId: string;
+}
+```
+- Returns all tags assigned to an envelope (with access check).
+
+#### `types/tag-type.ts` — `packages/lib/types/tag-type.ts`
+```ts
+import { z } from 'zod';
+export const ZTagTypeSchema = z.enum(['DOCUMENT', 'TEMPLATE']);
+export type TTagType = z.infer<typeof ZTagTypeSchema>;
+```
+(Mirrors `packages/lib/types/folder-type.ts`.)
+
+### 3. Filtering — Modify `find-documents.ts` and `find-templates.ts`
+
+#### `find-documents.ts` (Kysely-based)
+- Add `tagIds?: string[]` to `FindDocumentsOptions`.
+- When `tagIds` is non-empty, add an `EXISTS` subquery to the WHERE clause:
+  ```ts
+  eb.exists(
+    eb.selectFrom('EnvelopeTag')
+      .whereRef('EnvelopeTag.envelopeId', '=', 'Envelope.id')
+      .where('EnvelopeTag.tagId', 'in', sql.join(tagIds.map(sql.lit)))
+      .select(sql.lit(1).as('one'))
+  )
+  ```
+  This implements **OR (any of)** semantics — the envelope matches if it has at least one of the selected tags.
+- Hydration step (`prisma.envelope.findMany`) should `include: { tags: { include: { tag: true } } }` so tags are returned with each document.
+
+#### `find-templates.ts` (Prisma-based)
+- Add `tagIds?: string[]` to `FindTemplatesOptions`.
+- Add to the `where` clause:
+  ```ts
+  tagIds?.length ? { tags: { some: { tagId: { in: tagIds } } } } : undefined
+  ```
+- Add `tags: { include: { tag: true } }` to `templateInclude`.
+
+### 4. tRPC Layer — `packages/trpc/server/tag-router/`
+
+Create `tag-router/router.ts` and `tag-router/schema.ts`, mirroring `folder-router/`.
+
+#### `tag-router/schema.ts`
+```ts
+import TagSchema from '@documenso/prisma/generated/zod/modelSchema/TagSchema';
+import { ZTagTypeSchema } from '@documenso/lib/types/tag-type';
+import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
+
+export const ZTagSchema = TagSchema.pick({
+  id: true, name: true, color: true, type: true,
+  teamId: true, userId: true, createdAt: true, updatedAt: true,
+});
+
+export const ZCreateTagRequestSchema = z.object({
+  name: z.string().min(1).max(50),
+  color: z.string().regex(/^#[0-9a-fA-F]{6}$/).optional(),
+  type: ZTagTypeSchema,
+});
+
+export const ZCreateTagResponseSchema = ZTagSchema;
+
+export const ZUpdateTagRequestSchema = z.object({
+  tagId: z.string(),
+  data: z.object({
+    name: z.string().min(1).max(50).optional(),
+    color: z.string().regex(/^#[0-9a-fA-F]{6}$/).nullable().optional(),
+  }),
+});
+
+export const ZDeleteTagRequestSchema = z.object({ tagId: z.string() });
+
+export const ZFindTagsRequestSchema = ZFindSearchParamsSchema.extend({
+  type: ZTagTypeSchema.optional(),
+  query: z.string().optional(),
+});
+
+export const ZFindTagsResponseSchema = ZFindResultResponse.extend({
+  data: z.array(ZTagSchema),
+});
+
+export const ZSetEnvelopeTagsRequestSchema = z.object({
+  envelopeId: z.string(),
+  tagIds: z.array(z.string()),
+});
+
+export const ZSetEnvelopeTagsResponseSchema = z.array(ZTagSchema);
+```
+
+#### `tag-router/router.ts`
+Routes following the folder-router conventions (`authenticatedProcedure`, OpenAPI meta with `tags: ['Tag']`, GET/POST only):
+
+| Route name | Method | Path | Description |
+| ---------- | ------ | ---- | ----------- |
+| `findTags` | GET | `/tag` | Find tags for the current team |
+| `createTag` | POST | `/tag/create` | Create a new tag |
+| `updateTag` | POST | `/tag/update` | Update a tag's name/color |
+| `deleteTag` | POST | `/tag/delete` | Delete a tag (cascades to assignments) |
+| `setEnvelopeTags` | POST | `/tag/assign` | Set the full tag set on an envelope |
+
+Each route deconstructs `input` on its own line, uses `ctx.teamId` and `ctx.user.id`, and logs via `ctx.logger.info`.
+
+#### Register the router
+In the root tRPC router file (where `folderRouter` is registered), add:
+```ts
+import { tagRouter } from './tag-router/router';
+// ...
+tag: tagRouter,
+```
+
+#### Update find-documents / find-templates request schemas
+- `document-router/find-documents.types.ts`: add `tagIds: z.array(z.string()).optional()` to `ZFindDocumentsRequestSchema`.
+- `template-router` find types: add `tagIds: z.array(z.string()).optional()`.
+- `document-router/find-documents-internal.types.ts`: add `tagIds` so the UI can filter.
+
+### 5. UI Layer — Remix app
+
+#### New primitives (`packages/ui/primitives/tag/`)
+- `tag-badge.tsx` — a small coloured pill displaying a tag name (uses `color` if present, falls back to a default Tailwind colour).
+- `tag-input.tsx` — an autocomplete multi-select tag input with inline creation (used in edit pages and dialogs). Renders existing tags as removable badges; typing filters suggestions; pressing Enter or selecting creates/assigns. Uses the existing `Command` (cmdk) primitive if available, otherwise a Popover + input pattern.
+- `tag-filter.tsx` — a multi-select dropdown for the list pages that adds `tagIds` to the URL search params.
+
+#### Documents list page — `t.$teamUrl+/documents._index.tsx`
+- Add `tagIds` to `ZSearchParamsSchema` (parse from comma-separated query string).
+- Pass `tagIds` into the `findDocuments` / `findDocumentsInternal` tRPC query.
+- Render `<TagFilter type="DOCUMENT" />` in the filter toolbar alongside the period selector and search.
+- Fetch tags via `trpc.tag.findTags.useQuery({ type: 'DOCUMENT' })` for the filter options.
+
+#### Templates list page — `t.$teamUrl+/templates._index.tsx`
+- Same changes as documents, with `type: 'TEMPLATE'`.
+
+#### Tables — `documents-table.tsx` and `templates-table.tsx`
+- Add a "Tags" column that renders `<TagBadge>` for each tag on the row.
+- The row data already includes `tags` (from the hydration `include` added in step 3).
+
+#### Document/template detail pages
+- `documents.$id._index.tsx` / `templates.$id._index.tsx`: display assigned tags as badges.
+- `documents.$id.edit.tsx` / `templates.$id.edit.tsx`: add a `<TagInput>` field that calls `trpc.tag.setEnvelopeTags.mutate` on change.
+
+#### Tag management
+- A lightweight management UI (rename/delete tags) can be added to team settings or as a small popover from the `<TagFilter>`. This can be a minimal first iteration (create via the tag-input inline, delete/rename via a settings page later).
+
+### 6. V1 Public API (Deferred — Phase 2)
+
+Once the tRPC + UI layer is stable, add to `packages/api/v1/`:
+- `GET /api/v1/tags` — list tags (with `type` query param).
+- `POST /api/v1/tags` — create tag.
+- `POST /api/v1/tags/assign` — assign tags to an envelope.
+- Add `tags` array to the document/template response schemas.
+- Add `tagIds` filter to `GET /api/v1/documents`.
+
+This mirrors exactly how folder support was added to the V1 API (see the `wild-teal-wind-add-folder-support-to-v1-api` plan).
+
+## Implementation Order
+
+1. **Prisma schema + migration** — add models, run migration, regenerate client (`zod-prisma-types` will generate `TagSchema`).
+2. **Lib layer** — create `tag/` functions; extend `find-documents.ts` and `find-templates.ts` with `tagIds` filter + hydration.
+3. **tRPC layer** — create `tag-router`, register it, extend find request schemas.
+4. **UI primitives** — `TagBadge`, `TagInput`, `TagFilter`.
+5. **List pages** — wire up `TagFilter` + tags column on documents and templates.
+6. **Detail/edit pages** — display + assign tags.
+7. **E2E tests** — tag CRUD, assign, filter.
+8. *(Deferred)* V1 API endpoints.
+
+## Testing
+
+E2E tests in `packages/app-tests` following existing Playwright patterns:
+
+1. Create a tag from the documents tag filter — verify it appears in the list.
+2. Assign tags to a document from the edit page — verify badges appear on the table row.
+3. Filter documents by a tag — verify only tagged documents show.
+4. Filter by multiple tags (OR) — verify union of results.
+5. Delete a tag — verify it's removed from all assigned documents.
+6. Repeat 1–5 for templates.
+7. Verify team scoping — tags from team A are not visible in team B.
+8. Verify a DOCUMENT tag cannot be assigned to a TEMPLATE and vice versa.
+
+## Migration & Compatibility Notes
+
+- The new `Tag` and `EnvelopeTag` tables are purely additive — no existing columns are modified or removed.
+- The `tags` relation added to `Envelope` is additive; existing queries that don't `include` it are unaffected.
+- The `tagIds` filter is optional in all find functions; when omitted, behaviour is identical to today.
+- No breaking changes to existing tRPC routes or V1 API responses (tags are added as new optional fields).
+- The `zod-prisma-types` generator (already configured in `schema.prisma`) will auto-generate `TagSchema` for use in `tag-router/schema.ts`, same as `FolderSchema` is used in `folder-router/schema.ts`.
+
+## Open Questions
+
+1. **Tag name uniqueness scope** — Should uniqueness be `(teamId, name, type)` (case-insensitive) or should we allow duplicates and dedupe in the UI? **Recommendation:** enforce in DB (decision #5).
+2. **Max tags per envelope** — Should there be a limit (e.g. 10)? **Recommendation:** no hard limit initially; can add a limit later.
+3. **Bulk tag assignment** — Should the bulk action bar on the documents page support "add tag to all selected"? **Recommendation:** yes, as a follow-up; the `setEnvelopeTags` lib function can be extended to accept multiple envelope IDs, or a separate `bulkAssignTags` function can be added (mirroring `bulk-move-envelopes`).
+4. **Tag colors** — Should we ship a fixed palette picker or allow free-form hex? **Recommendation:** fixed palette of ~8 colours for v1, stored as hex in the `color` column.

.env.example

@@ -103,7 +103,7 @@ NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID="documenso"
 NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY="password"
 
 # [[SMTP]]
-# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | mailchannels
+# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | resend | mailchannels
 NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
 # OPTIONAL: Defines the host to use for sending emails.
 NEXT_PRIVATE_SMTP_HOST="127.0.0.1"
@@ -180,6 +180,20 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
 NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=
 # OPTIONAL: Comma-separated list of email domains allowed to sign up (e.g., example.com,acme.org).
 NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=
+# OPTIONAL: Set to "true" to disable all signin methods (email, Google, Microsoft, OIDC).
+NEXT_PUBLIC_DISABLE_SIGNIN=
+# OPTIONAL: Set to "true" to disable email/password signin only. Also closes /forgot-password and /reset-password.
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=
+# OPTIONAL: Set to "true" to hide the Google signin button.
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=
+# OPTIONAL: Set to "true" to hide the Microsoft signin button.
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=
+# OPTIONAL: Set to "true" to hide the OIDC signin button.
+NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=
+# OPTIONAL: When OIDC is the only enabled signin transport, /signin auto-redirects
+# to the OIDC provider (rendering only a spinner). Set to "true" to disable this
+# and keep showing the signin page.
+NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=
 # OPTIONAL: Set to true to use internal webapp url in browserless requests.
 NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
 

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -34,7 +34,7 @@ body:
       label: Browser [e.g., Chrome, Firefox]
   - type: input
     attributes:
-      label: Version [e.g., 2.0.1]
+      label: Version [e.g., 2.13.0]
   - type: checkboxes
     attributes:
       label: Please check the boxes that apply to this issue report.
@@ -44,4 +44,3 @@ body:
         - label: I have included relevant environment information.
         - label: I have included any relevant screenshots.
         - label: I understand that this is a voluntary contribution and that there is no guarantee of resolution.
-        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/config.yml

@@ -0,0 +1,11 @@
+blank_issues_enabled: false
+contact_links:
+  - name: Security vulnerability
+    url: https://github.com/documenso/documenso/security/advisories/new
+    about: Please report security vulnerabilities privately via GitHub Security Advisories. Do not open a public issue.
+  - name: Questions & Discussions
+    url: https://github.com/documenso/documenso/discussions
+    about: Ask questions, share ideas, and discuss Documenso with the community.
+  - name: Discord
+    url: https://documen.so/discord
+    about: Chat with the community and the team.

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -33,4 +33,3 @@ body:
         - label: I have explained the use case or scenario for this feature.
         - label: I have included any relevant technical details or design suggestions.
         - label: I understand that this is a suggestion and that there is no guarantee of implementation.
-        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/improvement.yml

@@ -15,17 +15,6 @@ body:
       description: 'Are there any additional context or information that might be relevant to the improvement suggestion.'
     validations:
       required: false
-  - type: dropdown
-    id: assignee
-    attributes:
-      label: 'Do you want to work on this improvement?'
-      multiple: false
-      options:
-        - 'No'
-        - 'Yes'
-      default: 0
-    validations:
-      required: true
   - type: checkboxes
     attributes:
       label: 'Please check the boxes that apply to this improvement suggestion.'

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,3 +1,14 @@
+<!--
+  We are no longer accepting external pull requests.
+
+  Aside from a small group of trusted contributors we reach out to directly,
+  new external PRs will usually be closed with a request to open an issue instead.
+  This is a security decision. See https://documenso.com/blog/why-we-re-pausing-external-pull-requests
+
+  If you're a trusted contributor or maintainer, continue below.
+  Otherwise, please open a detailed issue: https://github.com/documenso/documenso/issues/new/choose
+-->
+
 ## Description
 
 <!--- Describe the changes introduced by this pull request. -->

.github/PULL_REQUEST_TEMPLATE/test-addition.md

@@ -1,40 +0,0 @@
----
-name: Test Addition
-about: Submit a new test, either unit or end-to-end (E2E), for review and inclusion
----
-
-## Description
-
-<!--- Provide a clear and concise description of the new test you are adding. -->
-<!--- Explain the purpose of the test and what it aims to validate. -->
-
-## Related Issue
-
-<!--- If this test addition is related to a specific issue, reference it here using #issue_number. -->
-<!--- For example, "Fixes #123" or "Addresses #456". -->
-
-## Test Details
-
-<!--- Describe the details of the test you're adding. -->
-<!--- Include information about inputs, expected outputs, and any specific scenarios. -->
-
-- Test Name: Name of the test
-- Type: [Unit / E2E]
-- Description: Brief description of what the test checks
-- Inputs: What inputs the test uses (if applicable)
-- Expected Output: What output or behavior the test expects
-
-## Checklist
-
-<!--- Please check the boxes that apply to this pull request. -->
-<!--- You can add or remove items as needed. -->
-
-- [ ] I have written the new test and ensured it works as intended.
-- [ ] I have added necessary documentation to explain the purpose of the test.
-- [ ] I have followed the project's testing guidelines and coding style.
-- [ ] I have addressed any review feedback from previous submissions, if applicable.
-
-## Additional Notes
-
-<!--- Provide any additional context or notes for the reviewers. -->
-<!--- This might include explanations about the testing approach or any potential concerns. -->

.github/workflows/first-interaction.yml

@@ -1,13 +1,10 @@
 name: 'Welcome New Contributors'
 
 on:
-  pull_request:
-    types: ['opened']
   issues:
     types: ['opened']
 
 permissions:
-  pull-requests: write
   issues: write
 
 jobs:
@@ -20,10 +17,7 @@ jobs:
       - uses: actions/first-interaction@v1
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
-          pr-message: |
-            Thank you for creating your first Pull Request and for being a part of the open signing revolution! 💚🚀
-            <br /> Feel free to hop into our community in [Discord](https://documen.so/discord)
           issue-message: |
             Thank you for opening your first issue and for being a part of the open signing revolution!
-            <br /> One of our team members will review it and get back to you as soon as it possible 💚
+            <br /> One of our team members will review it and get back to you as soon as possible 💚
             <br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)

.github/workflows/issue-assignee-check.yml

@@ -1,62 +0,0 @@
-name: 'Issue Assignee Check'
-
-on:
-  issues:
-    types: ['assigned']
-
-permissions:
-  issues: write
-
-jobs:
-  countIssues:
-    if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-        with:
-          fetch-depth: 2
-      - name: Set up Node.js
-        uses: actions/setup-node@v4
-        with:
-          node-version: '18'
-
-      - name: Install Octokit
-        run: npm install @octokit/rest@18
-
-      - name: Check Assigned User's Issue Count
-        id: parse-comment
-        uses: actions/github-script@v6
-        with:
-          github-token: ${{ secrets.GITHUB_TOKEN }}
-          script: |
-            const { Octokit } = require("@octokit/rest");
-            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
-
-            const username = context.payload.issue.assignee.login;
-            console.log(`Username Extracted: ${username}`);
-
-            const { data: issues } = await octokit.issues.listForRepo({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              assignee: username,
-              state: 'open'
-            });
-
-            const issueCount = issues.length;
-            console.log(`Issue Count For ${username}: ${issueCount}`);
-
-            if (issueCount > 3) {
-              let issueCountMessage = `### 🚨 Documenso Police 🚨`;
-              issueCountMessage += `\n@${username} has ${issueCount} open issues assigned already. Consider whether this issue should be assigned to them or left open for another contributor.`;
-
-              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                issue_number: context.issue.number,
-                body: issueCountMessage,
-                headers: {
-                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
-                }
-              });
-            }

.github/workflows/pr-review-reminder.yml

@@ -1,63 +0,0 @@
-name: 'PR Review Reminder'
-
-on:
-  pull_request:
-    types: ['opened', 'ready_for_review']
-
-permissions:
-  pull-requests: write
-
-jobs:
-  checkPRs:
-    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-        with:
-          fetch-depth: 2
-      - name: Set up Node.js
-        uses: actions/setup-node@v4
-        with:
-          node-version: '18'
-
-      - name: Install Octokit
-        run: npm install @octokit/rest@18
-
-      - name: Check user's PRs awaiting review
-        id: parse-prs
-        uses: actions/github-script@v5
-        with:
-          github-token: ${{ secrets.GITHUB_TOKEN }}
-          script: |
-            const { Octokit } = require("@octokit/rest");
-            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
-
-            const username = context.payload.pull_request.user.login;
-            console.log(`Username Extracted: ${username}`);
-
-            const { data: pullRequests } = await octokit.pulls.list({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              state: 'open',
-              sort: 'created',
-              direction: 'asc',
-            });
-
-            const userPullRequests = pullRequests.filter(pr => pr.user.login === username && (pr.state === 'open' || pr.state === 'ready_for_review'));
-            const prCount = userPullRequests.length;
-            console.log(`PR Count for ${username}: ${prCount}`);
-
-            if (prCount > 3) {
-              let prReminderMessage = `🚨 @${username} has ${prCount} pull requests awaiting review. Please consider reviewing them when possible. 🚨`;
-
-              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                issue_number: context.payload.pull_request.number,
-                body: prReminderMessage,
-                headers: {
-                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
-                }
-              });
-            }

.github/workflows/semantic-pull-requests.yml

@@ -16,24 +16,6 @@ jobs:
     name: Validate PR title
     runs-on: ubuntu-latest
     steps:
-      - name: Check PR creator's previous activity
-        id: check_activity
-        run: |
-          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
-          ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
-          if [ "$ACTIVITY" -eq 0 ]; then
-            echo "::set-output name=is_new::true"
-          else
-            echo "::set-output name=is_new::false"
-          fi
-
-      - name: Count PRs created by user
-        id: count_prs
-        run: |
-          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
-          PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
-          echo "::set-output name=pr_count::$PR_COUNT"
-
       - uses: amannn/action-semantic-pull-request@v5
         id: lint_pr_title
         env:
@@ -44,8 +26,6 @@ jobs:
         with:
           header: pr-title-lint-error
           message: |
-            Hey There! and thank you for opening this pull request! 📝👋🏼
-
             We require pull request titles to follow the [Conventional Commits Spec](https://www.conventionalcommits.org/en/v1.0.0/) and it looks like your proposed title needs to be adjusted.
 
             Details:
@@ -53,10 +33,3 @@ jobs:
             ```
             ${{ steps.lint_pr_title.outputs.error_message }}
             ```
-
-      - if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
-        uses: marocchino/sticky-pull-request-comment@v2
-        with:
-          header: pr-title-lint-error
-          message: |
-            Thank you for following the naming conventions for pull request titles! 💚🚀

.github/workflows/stale.yml

@@ -21,4 +21,4 @@ jobs:
           stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
           close-pr-message: 'This PR has been closed because of inactivity.'
           exempt-pr-labels: 'WIP,on-hold,needs review'
-          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,status: assigned,status: triage'

.gitignore

@@ -74,3 +74,5 @@ tmp/
 
 # opencode
 .opencode/package-lock.json
+
+SUPPORT_KNOWLEDGE_BASE.md

.gitpod.yml

@@ -31,8 +31,7 @@ vscode:
   extensions:
     - aaron-bond.better-comments
     - bradlc.vscode-tailwindcss
-    - dbaeumer.vscode-eslint
-    - esbenp.prettier-vscode
+    - biomejs.biome
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
     - GitHub.vscode-pull-request-github

.well-known/security.txt

@@ -1,7 +1,14 @@
-# General Issues
+# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
+Contact: https://github.com/documenso/documenso/security/advisories/new
+
+# Alternatively, report critical issues privately by email.
+Contact: mailto:security@documenso.com
+
+# Security policy
+Policy: https://github.com/documenso/documenso/security/policy
+
+# General (non-security) issues
 Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
 
-# Report critical issues privately to let us take appropriate action before publishing.
-Contact: mailto:security@documenso.com
 Preferred-Languages: en
-Canonical: https://documenso.com/.well-known/security.txt
+Canonical: https://documenso.com/.well-known/security.txt

CONTRIBUTING.md

@@ -1,13 +1,27 @@
 # Contributing to Documenso
 
-If you plan to contribute to Documenso, please take a moment to feel awesome ✨ People like you are what open source is about ♥. Any contributions, no matter how big or small, are highly appreciated.
+> **We are no longer accepting external pull requests.**
+>
+> Aside from a small group of trusted contributors we reach out to directly, we no longer merge external PRs. New pull requests will usually be closed with a request to open an issue instead. This is a security decision, not a judgement on your work. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the full reasoning.
+>
+> Documenso stays open source. You can still read, audit, run, and fork the code. The best way to contribute is through detailed issues.
 
-## Before getting started
+## How to contribute now
 
-- Before jumping into a PR be sure to search [existing PRs](https://github.com/documenso/documenso/pulls) or [issues](https://github.com/documenso/documenso/issues) for an open or closed item that relates to your submission.
-- Select an issue from [here](https://github.com/documenso/documenso/issues) or create a new one
-- Consider the results from the discussion on the issue
-- Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
+The most useful contribution is a detailed issue. Treat it like a spec. The more detail, the better:
+
+- The problem you're trying to solve, and who it affects
+- How you expect the feature or change to behave
+- Edge cases, constraints, and anything you've already considered
+- Examples, mockups, or references where they help
+
+Before opening an issue, search [existing issues](https://github.com/documenso/documenso/issues) and [discussions](https://github.com/documenso/documenso/discussions) for related items. If a proposal is detailed and fits where Documenso is heading, we'll pick it up and build against it.
+
+For security vulnerabilities, do not open a public issue. Follow our [Security Policy](./SECURITY.md) instead.
+
+---
+
+The sections below are for trusted contributors working with us directly, and for anyone running Documenso locally or maintaining a fork.
 
 ## English only PRs and Issues
 

README.md

@@ -51,16 +51,18 @@ Join us in creating the next generation of open trust infrastructure.
 
 ## Community and Next Steps 🎯
 
-- Check out the first source code release in this repository and test it.
+- Try Documenso by self-hosting it or signing up at [documenso.com](https://documenso.com).
 - Tell us what you think in the [Discussions](https://github.com/documenso/documenso/discussions).
-- Join the [Discord server](https://documen.so/discord) for any questions and getting to know to other community members.
+- Join the [Discord server](https://documen.so/discord) for any questions and getting to know other community members.
 - ⭐ the repository to help us raise awareness.
-- Spread the word on Twitter that Documenso is working towards a more open signing tool.
-- Fix or create [issues](https://github.com/documenso/documenso/issues), that are needed for the first production release.
+- Open detailed [issues](https://github.com/documenso/documenso/issues) to report bugs or propose features.
 
 ## Contributing
 
-- To contribute, please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
+> **Note**: We no longer accept external pull requests, aside from a small group of trusted contributors we reach out to directly. The best way to contribute is through detailed issues. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the reasoning.
+
+- Documenso stays open source. You can read, audit, run, and fork the code.
+- To report issues or propose changes, see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
 
 ## Contact us
 
@@ -81,17 +83,21 @@ Contact us if you are interested in our Enterprise plan for large organizations
   <a href=""><img src="" alt=""></a>
 </p>
 
-- [Typescript](https://www.typescriptlang.org/) - Language
-- [ReactRouter](https://reactrouter.com/) - Framework
+- [TypeScript](https://www.typescriptlang.org/) - Language
+- [React Router v7](https://reactrouter.com/) - Framework
+- [Hono](https://hono.dev/) - Server
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
+- [Tailwind CSS](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
+- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
-- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
-- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
+- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signatures
+- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
+- [@cantoo/pdf-lib](https://github.com/cantoo-scribe/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
+- [Biome](https://biomejs.dev/) - Linting & Formatting
+- [Playwright](https://playwright.dev/) - E2E Testing
 
 <!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
 
@@ -196,6 +202,10 @@ For full instructions, requirements, and configuration details, see the [Self Ho
 
 [![Deploy on Elestio](https://elest.io/images/logos/deploy-to-elestio-btn.png)](https://elest.io/open-source/documenso)
 
+## Security
+
+If you believe you have found a security vulnerability in Documenso, please report it through our [Security Policy](https://github.com/documenso/documenso/security/policy). We prioritize private reports via [GitHub Security Advisories](https://github.com/documenso/documenso/security/advisories/new). See [SECURITY.md](./SECURITY.md) for scope and details.
+
 ## Troubleshooting
 
 For troubleshooting self-hosted deployments, see the [Troubleshooting guide](https://docs.documenso.com/docs/self-hosting/maintenance/troubleshooting) and [Tips & Common Pitfalls](https://docs.documenso.com/docs/self-hosting/getting-started/tips).

SECURITY.md

@@ -0,0 +1,38 @@
+# Security Policy
+
+We take the security of Documenso seriously. As a platform trusted with legally binding documents, the safety of the project and the people who rely on it is a priority for us. We're grateful to the security researchers who help keep it that way. If you've found an issue, we'd genuinely like to hear about it.
+
+## Reporting a Vulnerability
+
+Report security vulnerabilities privately. Do not open a public issue, discussion, or pull request for security reports.
+
+We accept reports through two channels, in order of preference:
+
+1. **GitHub Security Advisories (preferred)**. Use the [private vulnerability reporting form](https://github.com/documenso/documenso/security/advisories/new). This is our primary channel and lets us triage and work with you on a fix.
+2. **Email**. If you cannot use GitHub Security Advisories, email [security@documenso.com](mailto:security@documenso.com).
+
+Include the affected version, a clear description, steps to reproduce, and the potential impact.
+
+## Triage and Response
+
+We triage reports as we have availability. We read every report we receive, and we appreciate the time and effort it takes to put one together.
+
+We also run [Codex](https://openai.com/codex/) security analysis across the codebase. If Codex has already reported the issue you're sending us, we may close your report as a duplicate. Please don't take this as a reflection on your work; it just means our automated tooling happened to surface the same thing first.
+
+## Scope
+
+This policy covers vulnerabilities in the Documenso application code in this repository.
+
+The items below are out of scope and will not be accepted. They are deployment, infrastructure, and configuration concerns that belong with the operator's firewall, network, and environment setup, not the application:
+
+- Server-Side Request Forgery (SSRF) and related network-egress concerns
+- DNS rebinding and other DNS-level issues
+- Rate limiting, denial of service, and volumetric attacks
+- TLS and certificate configuration, HTTP security headers, and other reverse-proxy or web-server configuration
+- Findings that depend on insecure self-hosted infrastructure or misconfiguration
+
+If you're unsure whether something is in scope, report it privately anyway and we'll happily take a look.
+
+## Supported Versions
+
+Security fixes are applied to the latest release. Run the most recent version of Documenso.

SIGNING.md

@@ -1,67 +1,9 @@
-# Creating your own signing certificate
+# Signing Certificate
 
-For the digital signature of your documents you need a signing certificate in .p12 format (public and private key). You can buy one (not recommended for dev) or use the steps to create a self-signed one:
+Documenso needs a signing certificate to digitally sign documents. For full, up-to-date instructions on generating, converting, and configuring a certificate, see the official documentation:
 
-1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:
+- [Signing Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate): Overview and all certificate options
+- [Local Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/local): Generate a self-signed `.p12` certificate with OpenSSL
+- [Google Cloud HSM](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm): Sign using Google Cloud KMS
 
-   `openssl genrsa -out private.key 2048`
-
-2. Generate a self-signed certificate using the private key. You can run the following command to generate a self-signed certificate:
-
-   `openssl req -new -x509 -key private.key -out certificate.crt -days 365`
-
-   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The `-days` parameter sets the number of days for which the certificate is valid.
-
-3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following commands to do this:
-
-   ```bash
-   # Set certificate password securely (won't appear in command history)
-   read -s -p "Enter certificate password: " CERT_PASS
-   echo
-   
-   # Create the p12 certificate using the environment variable
-   openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt \
-       -password env:CERT_PASS \
-       -keypbe PBE-SHA1-3DES \
-       -certpbe PBE-SHA1-3DES \
-       -macalg sha1
-   ```
-
-4. **IMPORTANT**: A certificate password is required to prevent signing failures. Make sure to use a strong password (minimum 4 characters) when prompted. Certificates without passwords will cause "Failed to get private key bags" errors during document signing.
-
-5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
-
-## Docker
-
-> We are still working on the publishing of docker images, in the meantime you can follow the steps below to create a production ready docker image.
-
-Want to create a production ready docker image? Follow these steps:
-
-- cd into `docker` directory
-- Make `build.sh` executable by running `chmod +x build.sh`
-- Run `./build.sh` to start building the docker image.
-- Publish the image to your docker registry of choice (or) If you prefer running the image from local, run the below command
-
-```
-docker run -d --restart=unless-stopped -p 3000:3000 -v documenso:/app/data --name documenso documenso:latest
-```
-
-Command Breakdown:
-
-- `-d` - Let's you run the container in background
-- `-p` - Passes down which ports to use. First half is the host port, Second half is the app port. You can change the first half anything you want and reverse proxy to that port.
-- `-v` - Volume let's you persist the data
-- `--name` - Name of the container
-- `documenso:latest` - Image you have built
-
-## Deployment
-
-We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
-
-## Railway
-
-[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
-
-## Render
-
-[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
+For deploying Documenso with Docker, see the [Docker Deployment](https://docs.documenso.com/docs/self-hosting/deployment/docker) and [Docker Compose](https://docs.documenso.com/docs/self-hosting/deployment/docker-compose) guides.

apps/docs/README.md

@@ -1,45 +1,16 @@
-# docs
+# @documenso/docs
 
-This is a Next.js application generated with
-[Create Fumadocs](https://github.com/fuma-nama/fumadocs).
+The Documenso documentation site, built with [Next.js](https://nextjs.org/) and [Fumadocs](https://fumadocs.dev/). Published at [docs.documenso.com](https://docs.documenso.com).
 
-Run development server:
+Content lives under `content/docs/` as MDX. See [WRITING_STYLE.md](../../WRITING_STYLE.md) for the documentation writing conventions.
 
 ```bash
-npm run dev
-# or
-pnpm dev
-# or
-yarn dev
+# From the monorepo root
+npm run dev --filter=@documenso/docs
 ```
 
-Open http://localhost:3000 with your browser to see the result.
+## Structure
 
-## Explore
-
-In the project, you can see:
-
-- `lib/source.ts`: Code for content source adapter, [`loader()`](https://fumadocs.dev/docs/headless/source-api) provides the interface to access your content.
-- `lib/layout.shared.tsx`: Shared options for layouts, optional but preferred to keep.
-
-| Route                     | Description                                            |
-| ------------------------- | ------------------------------------------------------ |
-| `app/(home)`              | The route group for your landing page and other pages. |
-| `app/docs`                | The documentation layout and pages.                    |
-| `app/api/search/route.ts` | The Route Handler for search.                          |
-
-### Fumadocs MDX
-
-A `source.config.ts` config file has been included, you can customise different options like frontmatter schema.
-
-Read the [Introduction](https://fumadocs.dev/docs/mdx) for further details.
-
-## Learn More
-
-To learn more about Next.js and Fumadocs, take a look at the following
-resources:
-
-- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js
-  features and API.
-- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
-- [Fumadocs](https://fumadocs.dev) - learn about Fumadocs
+- `content/docs/`: Documentation pages (MDX).
+- `lib/source.ts`: Content source adapter.
+- `lib/layout.shared.tsx`: Shared layout options.

apps/docs/content/docs/developers/local-development/index.mdx

@@ -15,16 +15,17 @@ Pick the one that fits your needs the best.
 
 ## Tech Stack
 
-- [Typescript](https://www.typescriptlang.org/) - Language
-- [React Router](https://reactrouter.com/) - Framework
+- [TypeScript](https://www.typescriptlang.org/) - Language
+- [React Router v7](https://reactrouter.com/) - Framework
+- [Hono](https://hono.dev/) - Server
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
+- [Tailwind CSS](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
+- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
-- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
-- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
+- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signing and Manipulation
+- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
 - [Stripe](https://stripe.com/) - Payments
 
 <div className="mt-16 flex items-center justify-center gap-4">

apps/docs/content/docs/self-hosting/configuration/email.mdx

@@ -278,7 +278,9 @@ Test your email configuration by creating an account or resetting a password. Th
 
 ### Using a Test SMTP Server
 
-For development or testing, use a local SMTP server like [Mailhog](https://github.com/mailhog/MailHog) or [Mailpit](https://github.com/axllent/mailpit):
+For development or testing, use a local SMTP server like [Inbucket](https://www.inbucket.org/), [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog). The default development setup (`docker/development/compose.yml`) already runs Inbucket, with its web UI on port 9000 and SMTP on port 2500.
+
+To run one standalone instead:
 
 ```bash
 # Using Docker

apps/docs/content/docs/self-hosting/configuration/environment.mdx

@@ -86,6 +86,21 @@ Callback URL: `https://<your-domain>/api/auth/callback/microsoft`
 | `NEXT_PRIVATE_OIDC_SKIP_VERIFY`    | `false` | Skip email verification for OIDC accounts          |
 | `NEXT_PRIVATE_OIDC_PROMPT`         | `login` | OIDC prompt parameter. Set to empty string to omit |
 
+### Webhooks
+
+| Variable                                | Default | Description                                                              |
+| --------------------------------------- | ------- | ------------------------------------------------------------------------ |
+| `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` | -       | Comma-separated hostnames or IPs allowed to resolve to private addresses |
+
+Before delivering a webhook, Documenso checks whether the target resolves to a
+private or loopback address and blocks it if so. This check is best-effort and
+fails open. Use `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` to allow specific
+internal hosts, for example when delivering to a service on your own network:
+
+```bash
+NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS="hooks.internal.example,10.0.0.5"
+```
+
 ---
 
 ## Email Configuration
@@ -257,6 +272,12 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`       | Block new accounts via Microsoft. Existing linked users can still sign in           | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`            | Block new accounts via OIDC, including the organisation portal                      | `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`        | Comma-separated list of email domains allowed to sign up (e.g., `example.com,acme.org`) |         |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`                 | Master switch. Disable all signin methods application-wide                          | `false` |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`  | Disable email/password signin. Also closes `/forgot-password` and `/reset-password` | `false` |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`          | Hide the Google signin button                                                       | `false` |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`       | Hide the Microsoft signin button                                                    | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`            | Hide the OIDC signin button                                                         | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`     | Disable the automatic `/signin` redirect when OIDC is the only enabled transport    | `false` |
 | `NEXT_PUBLIC_POSTHOG_KEY`             | PostHog API key for analytics and feature flags                                     |         |
 | `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features                                                             | `false` |
 
@@ -288,6 +309,44 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 NEXT_PUBLIC_DISABLE_SIGNUP="true"
 ```
 
+### Sign-in Restrictions
+
+You can control which methods are available for users to sign in with the following environment variables:
+
+- **`NEXT_PUBLIC_DISABLE_SIGNIN`** (master switch): Set to `true` to block all signin methods (email/password, Google, Microsoft, OIDC). Hides every signin entry point on `/signin` and rejects email/password signin server-side with a `SIGNIN_DISABLED` error.
+- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`**: Set to `true` to disable email/password signin only. The email/password form is hidden, the `/forgot-password` and `/reset-password` pages redirect to `/signin`, and the corresponding server endpoints reject requests. SSO signin is unaffected.
+- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`**: Set to `true` to hide the matching SSO button on the signin page. Useful when an SSO provider is kept configured for account linking but not advertised as a signin entry point.
+
+These flags are opt-in: when none are set, signin behaviour is unchanged from a stock Documenso instance.
+
+```bash
+# Allow only OIDC signin (e.g. enterprise SSO-only)
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+
+# Or disable signin entirely
+NEXT_PUBLIC_DISABLE_SIGNIN="true"
+```
+
+### OIDC Auto-redirect
+
+When OIDC is the only enabled signin transport on your instance, `/signin` automatically redirects users straight to the OIDC provider instead of showing the signin form. The page renders a spinner while the redirect happens. No extra configuration is required — disabling every other signin method is enough to trigger it.
+
+- **`NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`**: Set to `true` to opt out of the automatic redirect and keep rendering the signin page even when OIDC is the only enabled transport.
+
+The redirect only triggers when OIDC is configured and email/password, Google, and Microsoft signin are all disabled. If any other transport remains enabled, the signin form is shown as normal.
+
+```bash
+# OIDC-only signin: disabling all other methods auto-redirects to the provider
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+
+# Opt out of the auto-redirect while still OIDC-only
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
+```
+
 ---
 
 ## AI Features
@@ -431,6 +490,16 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP="true"
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
+
+# Sign-in restrictions (optional)
+# NEXT_PUBLIC_DISABLE_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN="true"
+
+# Opt out of the automatic OIDC redirect when OIDC is the only enabled transport (optional)
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
 ```
 
 ---

apps/docs/content/docs/self-hosting/deployment/docker-compose.mdx

@@ -163,6 +163,19 @@ NEXT_PUBLIC_DISABLE_SIGNUP=false
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=true
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=true
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=example.com,acme.org
+
+# Signin restrictions (optional)
+# Master switch — disables every signin method
+# NEXT_PUBLIC_DISABLE_SIGNIN=true
+# Per-method switches (optional). Each disables that signin path.
+# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=true
+
+# When OIDC is the only enabled transport, /signin auto-redirects to the provider.
+# Set this to opt out and keep showing the signin page (optional).
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=true
 ```
 
 <Callout type="info">Generate secure secrets using: `openssl rand -base64 32`</Callout>

apps/docs/content/docs/self-hosting/deployment/docker.mdx

@@ -112,6 +112,12 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`      | Block new accounts via Microsoft OAuth                         | `false`                   |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`           | Block new accounts via OIDC (incl. organisation portal)        | `false`                   |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`       | Comma-separated list of allowed signup email domains           |                           |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`                | Master switch — disable all signin methods                     | `false`                   |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                             | `false`                   |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`         | Hide the Google signin button                                  | `false`                   |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`      | Hide the Microsoft signin button                               | `false`                   |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`           | Hide the OIDC signin button                                    | `false`                   |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`    | Disable auto-redirect to OIDC when it is the only transport     | `false`                   |
 
 For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).
 

apps/docs/content/docs/self-hosting/deployment/kubernetes.mdx

@@ -235,7 +235,7 @@ spec:
 ```
 
 <Callout type="info">
-  Pin to a specific image tag (e.g., `documenso/documenso:1.5.0`) in production instead of `latest`
+  Pin to a specific image tag (e.g., `documenso/documenso:<version>`) in production instead of `latest`
   to ensure predictable deployments.
 </Callout>
 

apps/docs/content/docs/self-hosting/deployment/manual.mdx

@@ -14,8 +14,8 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
 
 ## Prerequisites
 
-- Node.js 20 or later
-- npm
+- Node.js 22 or later
+- npm 11 or later
 - PostgreSQL 14 or later
 - A Linux server (for systemd service setup)
 

apps/docs/content/docs/self-hosting/deployment/railway.mdx

@@ -159,6 +159,12 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS=noreply@yourdomain.com
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`| Block new accounts via Microsoft OAuth                 | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`     | Block new accounts via OIDC (incl. organisation portal)| `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains   |         |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`          | Master switch — disable all signin methods             | `false` |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                     | `false` |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`   | Hide the Google signin button                          | `false` |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`| Hide the Microsoft signin button                       | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`     | Hide the OIDC signin button                            | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT` | Disable auto-redirect to OIDC when it is the only transport | `false` |
 | `NEXT_PRIVATE_SIGNING_PASSPHRASE`     | Passphrase for signing certificate                     | -       |
 | `DOCUMENSO_DISABLE_TELEMETRY`     | Disable anonymous telemetry        | `false` |
 

apps/docs/content/docs/self-hosting/getting-started/quick-start.mdx

@@ -124,12 +124,16 @@ docker compose -f docker/development/compose.yml exec database \
 
 The quick start setup runs the following containers:
 
-| Container   | Purpose                          | Port  |
-| ----------- | -------------------------------- | ----- |
-| `documenso` | Main application                 | 3000  |
-| `database`  | PostgreSQL database              | 54320 |
-| `maildev`   | Local email testing server       | 2500  |
-| `minio`     | S3-compatible storage (optional) | 9000  |
+| Container   | Purpose                              | Port                          |
+| ----------- | ------------------------------------ | ----------------------------- |
+| `documenso` | Main application                     | 3000                          |
+| `database`  | PostgreSQL database                  | 54320                         |
+| `inbucket`  | Local email testing server           | 9000 (web UI), 2500 (SMTP)    |
+| `redis`     | Cache and background job queue       | 63790                         |
+| `minio`     | S3-compatible storage                | 9002 (API), 9001 (console)    |
+| `gotenberg` | Document conversion (optional)       | 3005                          |
+
+The local email server is [Inbucket](https://www.inbucket.org/). Open its web UI at [http://localhost:9000](http://localhost:9000) to view emails Documenso sends during development. For your own deployment you can use any SMTP-compatible mailserver, such as Inbucket, [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog).
 
 ## Useful Commands
 

apps/docs/content/docs/self-hosting/getting-started/requirements.mdx

@@ -141,8 +141,8 @@ If building from source (not using Docker images):
 
 | Requirement | Version |
 | ----------- | ------- |
-| Node.js     | 18+     |
-| npm         | 8+      |
+| Node.js     | 22+     |
+| npm         | 11+     |
 
 ---
 
@@ -169,7 +169,7 @@ Documenso runs on:
 | MySQL/MariaDB  | PostgreSQL-specific features required |
 | SQLite         | Not suitable for production workloads |
 | MongoDB        | Relational database required          |
-| Node.js < 18   | Modern JavaScript features required   |
+| Node.js < 22   | Modern JavaScript features required   |
 
 ---
 

apps/docs/content/docs/self-hosting/getting-started/tips.mdx

@@ -92,7 +92,7 @@ Use a specific version tag in production:
 
 ```bash
 # Good — predictable, reproducible
-docker pull documenso/documenso:1.8.0
+docker pull documenso/documenso:<version>
 
 # Risky — may pull breaking changes
 docker pull documenso/documenso:latest

apps/docs/content/docs/self-hosting/index.mdx

@@ -27,6 +27,14 @@ import { Callout } from 'fumadocs-ui/components/callout';
   Please see all the [requirements](/docs/self-hosting/getting-started/requirements) before proceeding.
 </Callout>
 
+<Callout type="warn">
+  **You are responsible for your own network security.** Documenso applies best-effort, non-exhaustive
+  checks to outbound requests such as webhooks, but these are not a complete SSRF mitigation and they
+  fail open. A self-hosted instance can reach internal addresses on your network. Restricting outbound
+  traffic, egress filtering, and blocking access to internal services and cloud metadata endpoints is
+  your responsibility through your firewall and network configuration.
+</Callout>
+
 ---
 
 ## Deployment Options

apps/docs/content/docs/self-hosting/maintenance/upgrades.mdx

@@ -165,10 +165,10 @@ See [Backups](/docs/self-hosting/maintenance/backups) for automated backup strat
 ### Pull the new image
 
 ```bash
-docker pull documenso/documenso:1.6.0
+docker pull documenso/documenso:<version>
 ```
 
-Replace `1.6.0` with your target version.
+Replace `<version>` with your target version.
 
 </Step>
 <Step>
@@ -189,7 +189,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:1.6.0
+  documenso/documenso:<version>
 ```
 
 </Step>
@@ -223,14 +223,14 @@ Edit `compose.yml` or your `.env` file to specify the new version:
 ```yaml
 services:
   documenso:
-    image: documenso/documenso:1.6.0
+    image: documenso/documenso:<version>
 ```
 
 Or if using environment variable substitution:
 
 ```bash
 # In .env
-DOCUMENSO_VERSION=1.6.0
+DOCUMENSO_VERSION=<version>
 ```
 
 ```yaml
@@ -283,7 +283,7 @@ Edit the deployment directly:
 
 ```bash
 kubectl set image deployment/documenso \
-  documenso=documenso/documenso:1.6.0 \
+  documenso=documenso/documenso:<version> \
   -n documenso
 ```
 
@@ -295,7 +295,7 @@ spec:
     spec:
       containers:
         - name: documenso
-          image: documenso/documenso:1.6.0
+          image: documenso/documenso:<version>
 ```
 
 Then apply:
@@ -421,12 +421,12 @@ To run migrations manually before upgrading:
 
 ```bash
 # Pull the new image
-docker pull documenso/documenso:1.6.0
+docker pull documenso/documenso:<version>
 
 # Run migrations only
 docker run --rm \
   -e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@host:5432/documenso" \
-  documenso/documenso:1.6.0 \
+  documenso/documenso:<version> \
   npx prisma migrate deploy
 ```
 
@@ -516,7 +516,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:1.5.0
+  documenso/documenso:<previous-version>
 ```
 
 </Tab>

apps/remix/Dockerfile

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

apps/remix/README.md

@@ -1,100 +1,14 @@
-# Welcome to React Router!
+# @documenso/remix
 
-A modern, production-ready template for building full-stack React applications using React Router.
+The main Documenso web application. Built with [React Router v7](https://reactrouter.com/) and served by a [Hono](https://hono.dev/) server.
 
-[![Open in StackBlitz](https://developer.stackblitz.com/img/open_in_stackblitz.svg)](https://stackblitz.com/github/remix-run/react-router-templates/tree/main/default)
+This package is part of the Documenso monorepo and is not meant to be run standalone. Use the root scripts instead.
 
-## Features
-
-- 🚀 Server-side rendering
-- ⚡️ Hot Module Replacement (HMR)
-- 📦 Asset bundling and optimization
-- 🔄 Data loading and mutations
-- 🔒 TypeScript by default
-- 🎉 TailwindCSS for styling
-- 📖 [React Router docs](https://reactrouter.com/)
-
-## Getting Started
-
-### Installation
-
-Install the dependencies:
-
-```bash
-npm install
-```
-
-### Development
-
-Start the development server with HMR:
+- Local development: see the [root README](../../README.md) and the [Local Development docs](https://docs.documenso.com/docs/developers/local-development).
+- Self-hosting and deployment: see the [Self-Hosting docs](https://docs.documenso.com/docs/self-hosting).
+- Architecture overview: see [ARCHITECTURE.md](../../ARCHITECTURE.md).
 
 ```bash
+# From the monorepo root
 npm run dev
 ```
-
-Your application will be available at `http://localhost:5173`.
-
-## Building for Production
-
-Create a production build:
-
-```bash
-npm run build
-```
-
-## Deployment
-
-### Docker Deployment
-
-This template includes three Dockerfiles optimized for different package managers:
-
-- `Dockerfile` - for npm
-- `Dockerfile.pnpm` - for pnpm
-- `Dockerfile.bun` - for bun
-
-To build and run using Docker:
-
-```bash
-# For npm
-docker build -t my-app .
-
-# For pnpm
-docker build -f Dockerfile.pnpm -t my-app .
-
-# For bun
-docker build -f Dockerfile.bun -t my-app .
-
-# Run the container
-docker run -p 3000:3000 my-app
-```
-
-The containerized application can be deployed to any platform that supports Docker, including:
-
-- AWS ECS
-- Google Cloud Run
-- Azure Container Apps
-- Digital Ocean App Platform
-- Fly.io
-- Railway
-
-### DIY Deployment
-
-If you're familiar with deploying Node applications, the built-in app server is production-ready.
-
-Make sure to deploy the output of `npm run build`
-
-```
-├── package.json
-├── package-lock.json (or pnpm-lock.yaml, or bun.lockb)
-├── build/
-│   ├── client/    # Static assets
-│   └── server/    # Server-side code
-```
-
-## Styling
-
-This template comes with [Tailwind CSS](https://tailwindcss.com/) already configured for a simple default starting experience. You can use whatever CSS framework you prefer.
-
----
-
-Built with ❤️ using React Router.

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

@@ -1,243 +0,0 @@
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { FolderType } from '@documenso/lib/types/folder-type';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-} from '@documenso/ui/primitives/dialog';
-import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { FolderIcon, HomeIcon, Loader2, Search } from 'lucide-react';
-import { useEffect, useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { useNavigate } from 'react-router';
-import { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export type DocumentMoveToFolderDialogProps = {
-  documentId: number;
-  open: boolean;
-  onOpenChange: (open: boolean) => void;
-  currentFolderId?: string;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZMoveDocumentFormSchema = z.object({
-  folderId: z.string().nullable().optional(),
-});
-
-type TMoveDocumentFormSchema = z.infer<typeof ZMoveDocumentFormSchema>;
-
-export const DocumentMoveToFolderDialog = ({
-  documentId,
-  open,
-  onOpenChange,
-  currentFolderId,
-  ...props
-}: DocumentMoveToFolderDialogProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const navigate = useNavigate();
-  const team = useCurrentTeam();
-
-  const [searchTerm, setSearchTerm] = useState('');
-
-  const form = useForm<TMoveDocumentFormSchema>({
-    resolver: zodResolver(ZMoveDocumentFormSchema),
-    defaultValues: {
-      folderId: currentFolderId,
-    },
-  });
-
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
-    {
-      parentId: currentFolderId,
-      type: FolderType.DOCUMENT,
-    },
-    {
-      enabled: open,
-    },
-  );
-
-  const { mutateAsync: updateDocument } = trpc.document.update.useMutation();
-
-  useEffect(() => {
-    if (!open) {
-      form.reset();
-      setSearchTerm('');
-    } else {
-      form.reset({ folderId: currentFolderId });
-    }
-  }, [open, currentFolderId, form]);
-
-  const onSubmit = async (data: TMoveDocumentFormSchema) => {
-    try {
-      await updateDocument({
-        documentId,
-        data: {
-          folderId: data.folderId ?? null,
-        },
-      });
-
-      const documentsPath = formatDocumentsPath(team.url);
-
-      if (data.folderId) {
-        await navigate(`${documentsPath}/f/${data.folderId}`);
-      } else {
-        await navigate(documentsPath);
-      }
-
-      toast({
-        title: _(msg`Document moved`),
-        description: _(msg`The document has been moved successfully.`),
-        variant: 'default',
-      });
-
-      onOpenChange(false);
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      if (error.code === AppErrorCode.NOT_FOUND) {
-        toast({
-          title: _(msg`Error`),
-          description: _(msg`The folder you are trying to move the document to does not exist.`),
-          variant: 'destructive',
-        });
-
-        return;
-      }
-
-      if (error.code === AppErrorCode.UNAUTHORIZED) {
-        toast({
-          title: _(msg`Error`),
-          description: _(msg`You are not allowed to move this document.`),
-          variant: 'destructive',
-        });
-
-        return;
-      }
-
-      toast({
-        title: _(msg`Error`),
-        description: _(msg`An error occurred while moving the document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const filteredFolders = folders?.data.filter((folder) =>
-    folder.name.toLowerCase().includes(searchTerm.toLowerCase()),
-  );
-
-  return (
-    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Move Document to Folder</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>Select a folder to move this document to.</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <div className="relative">
-          <Search className="absolute top-3 left-2 h-4 w-4 text-muted-foreground" />
-          <Input
-            placeholder={_(msg`Search folders...`)}
-            value={searchTerm}
-            onChange={(e) => setSearchTerm(e.target.value)}
-            className="pl-8"
-          />
-        </div>
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
-            <FormField
-              control={form.control}
-              name="folderId"
-              render={({ field }) => (
-                <FormItem>
-                  <FormLabel>
-                    <Trans>Folder</Trans>
-                  </FormLabel>
-
-                  <FormControl>
-                    <div className="max-h-96 space-y-2 overflow-y-auto">
-                      {isFoldersLoading ? (
-                        <div className="flex h-10 items-center justify-center">
-                          <Loader2 className="h-4 w-4 animate-spin" />
-                        </div>
-                      ) : (
-                        <>
-                          <Button
-                            type="button"
-                            variant={field.value === null ? 'default' : 'outline'}
-                            className="w-full justify-start"
-                            onClick={() => field.onChange(null)}
-                            disabled={currentFolderId === null}
-                          >
-                            <HomeIcon className="mr-2 h-4 w-4" />
-                            <Trans>Home (No Folder)</Trans>
-                          </Button>
-
-                          {filteredFolders?.map((folder) => (
-                            <Button
-                              key={folder.id}
-                              type="button"
-                              variant={field.value === folder.id ? 'default' : 'outline'}
-                              className="w-full justify-start"
-                              onClick={() => field.onChange(folder.id)}
-                              disabled={currentFolderId === folder.id}
-                            >
-                              <FolderIcon className="mr-2 h-4 w-4" />
-                              {folder.name}
-                            </Button>
-                          ))}
-
-                          {searchTerm && filteredFolders?.length === 0 && (
-                            <div className="px-2 py-2 text-center text-muted-foreground text-sm">
-                              <Trans>No folders found</Trans>
-                            </div>
-                          )}
-                        </>
-                      )}
-                    </div>
-                  </FormControl>
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
-
-            <DialogFooter>
-              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
-                <Trans>Cancel</Trans>
-              </Button>
-
-              <Button
-                type="submit"
-                disabled={isFoldersLoading || form.formState.isSubmitting || currentFolderId === null}
-              >
-                <Trans>Move</Trans>
-              </Button>
-            </DialogFooter>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};

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

@@ -1,203 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
-import { AppError } from '@documenso/lib/errors/app-error';
-import type { TRecipientLite } from '@documenso/lib/types/recipient';
-import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import type { Document } from '@documenso/prisma/types/document-legacy-schema';
-import { trpc as trpcReact } from '@documenso/trpc/react';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Checkbox } from '@documenso/ui/primitives/checkbox';
-import {
-  Dialog,
-  DialogClose,
-  DialogContent,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { DropdownMenuItem } from '@documenso/ui/primitives/dropdown-menu';
-import { Form, FormControl, FormField, FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { SigningStatus, type Team, type User } from '@prisma/client';
-import { History } from 'lucide-react';
-import { useState } from 'react';
-import { useForm, useWatch } from 'react-hook-form';
-import * as z from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-import { getDistributeErrorMessage } from '~/utils/toast-error-messages';
-
-import { StackAvatar } from '../general/stack-avatar';
-
-const FORM_ID = 'resend-email';
-
-export type DocumentResendDialogProps = {
-  document: Pick<Document, 'id' | 'userId' | 'teamId' | 'status'> & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: TRecipientLite[];
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
-  recipients: TRecipientLite[];
-};
-
-export const ZResendDocumentFormSchema = z.object({
-  recipients: z.array(z.number()).min(1, {
-    message: 'You must select at least one item.',
-  }),
-});
-
-export type TResendDocumentFormSchema = z.infer<typeof ZResendDocumentFormSchema>;
-
-export const DocumentResendDialog = ({ document, recipients }: DocumentResendDialogProps) => {
-  const { user } = useSession();
-  const team = useCurrentTeam();
-
-  const { toast } = useToast();
-  const { _ } = useLingui();
-
-  const [isOpen, setIsOpen] = useState(false);
-  const isOwner = document.userId === user.id;
-  const isCurrentTeamDocument = team && document.team?.url === team.url;
-
-  const isDisabled =
-    (!isOwner && !isCurrentTeamDocument) ||
-    document.status !== 'PENDING' ||
-    !recipients.some((r) => r.signingStatus === SigningStatus.NOT_SIGNED);
-
-  const { mutateAsync: resendDocument } = trpcReact.document.redistribute.useMutation();
-
-  const form = useForm<TResendDocumentFormSchema>({
-    resolver: zodResolver(ZResendDocumentFormSchema),
-    defaultValues: {
-      recipients: [],
-    },
-  });
-
-  const {
-    handleSubmit,
-    formState: { isSubmitting },
-  } = form;
-
-  const selectedRecipients = useWatch({
-    control: form.control,
-    name: 'recipients',
-  });
-
-  const onFormSubmit = async ({ recipients }: TResendDocumentFormSchema) => {
-    try {
-      await resendDocument({ documentId: document.id, recipients });
-
-      toast({
-        title: _(msg`Document re-sent`),
-        description: _(msg`Your document has been re-sent successfully.`),
-        duration: 5000,
-      });
-
-      setIsOpen(false);
-    } catch (err) {
-      const error = AppError.parseError(err);
-      const errorMessage = getDistributeErrorMessage(error.code);
-
-      toast({
-        title: _(errorMessage.title),
-        description: _(errorMessage.description),
-        variant: 'destructive',
-        duration: 7500,
-      });
-    }
-  };
-
-  return (
-    <Dialog open={isOpen} onOpenChange={setIsOpen}>
-      <DialogTrigger asChild>
-        <DropdownMenuItem disabled={isDisabled} onSelect={(e) => e.preventDefault()}>
-          <History className="mr-2 h-4 w-4" />
-          <Trans>Resend</Trans>
-        </DropdownMenuItem>
-      </DialogTrigger>
-
-      <DialogContent className="sm:max-w-sm" hideClose>
-        <DialogHeader>
-          <DialogTitle asChild>
-            <h1 className="text-center text-xl">
-              <Trans>Who do you want to remind?</Trans>
-            </h1>
-          </DialogTitle>
-        </DialogHeader>
-
-        <Form {...form}>
-          <form id={FORM_ID} onSubmit={handleSubmit(onFormSubmit)} className="px-3">
-            <FormField
-              control={form.control}
-              name="recipients"
-              render={({ field: { value, onChange } }) => (
-                <>
-                  {recipients.map((recipient) => (
-                    <FormItem key={recipient.id} className="flex flex-row items-center justify-between gap-x-3">
-                      <FormLabel
-                        className={cn('my-2 flex items-center gap-2 font-normal', {
-                          'opacity-50': !value.includes(recipient.id),
-                        })}
-                      >
-                        <StackAvatar
-                          key={recipient.id}
-                          type={getRecipientType(recipient)}
-                          fallbackText={recipientAbbreviation(recipient)}
-                        />
-                        {recipient.email}
-                      </FormLabel>
-
-                      <FormControl>
-                        <Checkbox
-                          className="h-5 w-5 rounded-full border border-neutral-400"
-                          value={recipient.id}
-                          checked={value.includes(recipient.id)}
-                          onCheckedChange={(checked: boolean) =>
-                            checked
-                              ? onChange([...value, recipient.id])
-                              : onChange(value.filter((v) => v !== recipient.id))
-                          }
-                        />
-                      </FormControl>
-                    </FormItem>
-                  ))}
-                </>
-              )}
-            />
-          </form>
-        </Form>
-
-        <DialogFooter>
-          <div className="flex w-full flex-1 flex-nowrap gap-4">
-            <DialogClose asChild>
-              <Button
-                type="button"
-                className="flex-1 bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
-                variant="secondary"
-                disabled={isSubmitting}
-              >
-                <Trans>Cancel</Trans>
-              </Button>
-            </DialogClose>
-
-            <Button
-              className="flex-1"
-              loading={isSubmitting}
-              type="submit"
-              form={FORM_ID}
-              disabled={isSubmitting || selectedRecipients.length === 0}
-            >
-              <Trans>Send reminder</Trans>
-            </Button>
-          </div>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-};

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

@@ -3,12 +3,13 @@ import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/org
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { hasOverlappingFields } from '@documenso/lib/utils/fields-overlap';
 import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
 import { zEmail } from '@documenso/lib/utils/zod';
 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';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -32,7 +33,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentDistributionMethod, DocumentStatus, EnvelopeType } from '@prisma/client';
 import { AnimatePresence, motion } from 'framer-motion';
-import { InfoIcon } from 'lucide-react';
+import { AlertTriangleIcon, InfoIcon } from 'lucide-react';
 import { useEffect, useMemo, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
@@ -138,6 +139,27 @@ export const EnvelopeDistributeDialog = ({
     });
   }, [recipientsWithIndex, envelope.authOptions]);
 
+  /**
+   * Whether any fields significantly overlap each other. This is surfaced as a
+   * non-blocking warning since overlapping fields still allow sending, but can
+   * complicate the signing process or cause fields to behave unexpectedly.
+   */
+  const hasOverlappingEnvelopeFields = useMemo(
+    () =>
+      hasOverlappingFields(
+        envelope.fields.map((field) => ({
+          id: field.id,
+          envelopeItemId: field.envelopeItemId,
+          page: field.page,
+          positionX: Number(field.positionX),
+          positionY: Number(field.positionY),
+          width: Number(field.width),
+          height: Number(field.height),
+        })),
+      ),
+    [envelope.fields],
+  );
+
   const invalidEnvelopeCode = useMemo(() => {
     if (recipientsMissingSignatureFields.length > 0) {
       return 'MISSING_SIGNATURES';
@@ -206,6 +228,11 @@ export const EnvelopeDistributeDialog = ({
   };
 
   useEffect(() => {
+    // Default the distribution method tab to the envelope's configured setting.
+    if (isOpen && envelope.documentMeta) {
+      setValue('meta.distributionMethod', envelope.documentMeta.distributionMethod);
+    }
+
     // Resync the whole envelope if the envelope is mid saving.
     if (isOpen && (isAutosaving || autosaveError)) {
       void handleSync();
@@ -235,6 +262,24 @@ export const EnvelopeDistributeDialog = ({
           <Form {...form}>
             <form onSubmit={handleSubmit(onFormSubmit)}>
               <fieldset disabled={isSubmitting}>
+                {hasOverlappingEnvelopeFields && (
+                  <Alert variant="warning" className="mb-4 flex flex-row items-start gap-3">
+                    <AlertTriangleIcon className="mt-0.5 h-5 w-5 flex-shrink-0" />
+
+                    <div className="flex flex-col gap-1">
+                      <AlertTitle>
+                        <Trans>Overlapping fields detected</Trans>
+                      </AlertTitle>
+                      <AlertDescription>
+                        <Trans>
+                          Some fields are placed on top of each other. This may complicate the signing process or cause
+                          fields to not work as expected.
+                        </Trans>
+                      </AlertDescription>
+                    </div>
+                  </Alert>
+                )}
+
                 <Tabs
                   onValueChange={(value) =>
                     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions

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

@@ -1,6 +1,7 @@
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
   DialogClose,
@@ -11,10 +12,12 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
+import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { EnvelopeType } from '@prisma/client';
 import { useState } from 'react';
+import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 
 import { useCurrentTeam } from '~/providers/team';
@@ -37,6 +40,15 @@ export const EnvelopeDuplicateDialog = ({ envelopeId, envelopeType, trigger }: E
 
   const isDocument = envelopeType === EnvelopeType.DOCUMENT;
 
+  const form = useForm({
+    defaultValues: {
+      includeRecipients: true,
+      includeFields: true,
+    },
+  });
+
+  const includeRecipients = form.watch('includeRecipients');
+
   const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } = trpc.envelope.duplicate.useMutation({
     onSuccess: async ({ id }) => {
       toast({
@@ -55,8 +67,14 @@ export const EnvelopeDuplicateDialog = ({ envelopeId, envelopeType, trigger }: E
   });
 
   const onDuplicate = async () => {
+    const { includeRecipients, includeFields } = form.getValues();
+
     try {
-      await duplicateEnvelope({ envelopeId });
+      await duplicateEnvelope({
+        envelopeId,
+        includeRecipients,
+        includeFields: includeRecipients && includeFields,
+      });
     } catch {
       toast({
         title: t`Something went wrong`,
@@ -70,7 +88,20 @@ export const EnvelopeDuplicateDialog = ({ envelopeId, envelopeType, trigger }: E
   };
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isDuplicating && setOpen(value)}>
+    <Dialog
+      open={open}
+      onOpenChange={(value) => {
+        if (isDuplicating) {
+          return;
+        }
+
+        setOpen(value);
+
+        if (!value) {
+          form.reset();
+        }
+      }}
+    >
       {trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
 
       <DialogContent>
@@ -87,6 +118,49 @@ export const EnvelopeDuplicateDialog = ({ envelopeId, envelopeType, trigger }: E
           </DialogDescription>
         </DialogHeader>
 
+        <div className="space-y-4">
+          <Controller
+            control={form.control}
+            name="includeRecipients"
+            render={({ field }) => (
+              <div className="flex items-center space-x-2">
+                <Checkbox
+                  id="envelopeDuplicateIncludeRecipients"
+                  checked={field.value}
+                  onCheckedChange={(checked) => {
+                    field.onChange(checked === true);
+
+                    if (!checked) {
+                      form.setValue('includeFields', false);
+                    }
+                  }}
+                />
+                <Label htmlFor="envelopeDuplicateIncludeRecipients">
+                  <Trans>Include Recipients</Trans>
+                </Label>
+              </div>
+            )}
+          />
+
+          <Controller
+            control={form.control}
+            name="includeFields"
+            render={({ field }) => (
+              <div className="flex items-center space-x-2">
+                <Checkbox
+                  id="envelopeDuplicateIncludeFields"
+                  checked={field.value}
+                  disabled={!includeRecipients}
+                  onCheckedChange={(checked) => field.onChange(checked === true)}
+                />
+                <Label htmlFor="envelopeDuplicateIncludeFields" className={!includeRecipients ? 'opacity-50' : ''}>
+                  <Trans>Include Fields</Trans>
+                </Label>
+              </div>
+            )}
+          />
+        </div>
+
         <DialogFooter>
           <DialogClose asChild>
             <Button type="button" variant="secondary" disabled={isDuplicating}>

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

@@ -25,14 +25,16 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentStatus, EnvelopeType, SigningStatus } from '@prisma/client';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
 import * as z from 'zod';
 import { getDistributeErrorMessage } from '~/utils/toast-error-messages';
 import { StackAvatar } from '../general/stack-avatar';
 
 export type EnvelopeRedistributeDialogProps = {
-  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+  envelope: Pick<TEnvelope, 'id' | 'status' | 'type'> & {
     recipients: TEnvelopeRecipientLite[];
   };
+  envelopeType?: EnvelopeType;
   trigger?: React.ReactNode;
 };
 
@@ -44,7 +46,7 @@ export const ZEnvelopeRedistributeFormSchema = z.object({
 
 export type TEnvelopeRedistributeFormSchema = z.infer<typeof ZEnvelopeRedistributeFormSchema>;
 
-export const EnvelopeRedistributeDialog = ({ envelope, trigger }: EnvelopeRedistributeDialogProps) => {
+export const EnvelopeRedistributeDialog = ({ envelope, envelopeType, trigger }: EnvelopeRedistributeDialogProps) => {
   const recipients = envelope.recipients;
 
   const { toast } = useToast();
@@ -70,9 +72,23 @@ export const EnvelopeRedistributeDialog = ({ envelope, trigger }: EnvelopeRedist
     try {
       await redistributeEnvelope({ envelopeId: envelope.id, recipients });
 
+      const successMessage = match(envelopeType)
+        .with(EnvelopeType.DOCUMENT, () => ({
+          title: t`Document resent`,
+          description: t`Your document has been resent successfully.`,
+        }))
+        .with(EnvelopeType.TEMPLATE, () => ({
+          title: t`Template resent`,
+          description: t`Your template has been resent successfully.`,
+        }))
+        .otherwise(() => ({
+          title: t`Envelope resent`,
+          description: t`Your envelope has been resent successfully.`,
+        }));
+
       toast({
-        title: t`Envelope resent`,
-        description: t`Your envelope has been resent successfully.`,
+        title: successMessage.title,
+        description: successMessage.description,
         duration: 5000,
       });
 

apps/remix/app/components/dialogs/envelopes-bulk-move-dialog.tsx

@@ -28,7 +28,7 @@ export type EnvelopesBulkMoveDialogProps = {
   open: boolean;
   onOpenChange: (open: boolean) => void;
   currentFolderId?: string;
-  onSuccess?: () => void;
+  onSuccess?: (folderId: string | null) => Promise<void> | void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZBulkMoveFormSchema = z.object({
@@ -99,11 +99,12 @@ export const EnvelopesBulkMoveDialog = ({
         await trpcUtils.template.findTemplates.invalidate();
       }
 
+      await onSuccess?.(data.folderId);
+
       toast({
         description: t`Selected items have been moved.`,
       });
 
-      onSuccess?.();
       onOpenChange(false);
     } catch (err) {
       const error = AppError.parseError(err);

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

@@ -16,6 +16,17 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { useState } from 'react';
+import { match } from 'ts-pattern';
+
+/**
+ * The reason a team member cannot be removed from the team. When set, the delete
+ * dialog explains the reason instead of offering a confirm button.
+ */
+export type TeamMemberDeleteDisableReason =
+  | 'TEAM_OWNER'
+  | 'HIGHER_ROLE'
+  | 'INHERIT_MEMBER_ENABLED'
+  | 'INHERITED_MEMBER';
 
 export type TeamMemberDeleteDialogProps = {
   teamId: number;
@@ -23,7 +34,7 @@ export type TeamMemberDeleteDialogProps = {
   memberId: string;
   memberName: string;
   memberEmail: string;
-  isInheritMemberEnabled: boolean | null;
+  disableReason?: TeamMemberDeleteDisableReason | null;
   trigger?: React.ReactNode;
 };
 
@@ -34,7 +45,7 @@ export const TeamMemberDeleteDialog = ({
   memberId,
   memberName,
   memberEmail,
-  isInheritMemberEnabled,
+  disableReason,
 }: TeamMemberDeleteDialogProps) => {
   const [open, setOpen] = useState(false);
 
@@ -86,10 +97,19 @@ export const TeamMemberDeleteDialog = ({
           </DialogDescription>
         </DialogHeader>
 
-        {isInheritMemberEnabled ? (
+        {disableReason ? (
           <Alert variant="neutral">
             <AlertDescription>
-              <Trans>You cannot remove members from this team if the inherit member feature is enabled.</Trans>
+              {match(disableReason)
+                .with('TEAM_OWNER', () => <Trans>You cannot remove the organisation owner from the team.</Trans>)
+                .with('HIGHER_ROLE', () => <Trans>You cannot remove a member with a role higher than your own.</Trans>)
+                .with('INHERIT_MEMBER_ENABLED', () => (
+                  <Trans>You cannot remove members from this team while the inherit member feature is enabled.</Trans>
+                ))
+                .with('INHERITED_MEMBER', () => (
+                  <Trans>This member is inherited from a group and cannot be removed from the team directly.</Trans>
+                ))
+                .exhaustive()}
             </AlertDescription>
           </Alert>
         ) : (
@@ -109,11 +129,10 @@ export const TeamMemberDeleteDialog = ({
               <Trans>Close</Trans>
             </Button>
 
-            {!isInheritMemberEnabled && (
+            {!disableReason && (
               <Button
                 type="submit"
                 variant="destructive"
-                disabled={Boolean(isInheritMemberEnabled)}
                 loading={isDeletingTeamMember}
                 onClick={async () => deleteTeamMember({ teamId, memberId })}
               >

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

@@ -1,232 +0,0 @@
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { FolderType } from '@documenso/lib/types/folder-type';
-import { formatTemplatesPath } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-} from '@documenso/ui/primitives/dialog';
-import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { FolderIcon, HomeIcon, Loader2, Search } from 'lucide-react';
-import { useEffect, useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { useNavigate } from 'react-router';
-import { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export type TemplateMoveToFolderDialogProps = {
-  templateId: number;
-  templateTitle: string;
-  isOpen: boolean;
-  onOpenChange: (open: boolean) => void;
-  currentFolderId?: string | null;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZMoveTemplateFormSchema = z.object({
-  folderId: z.string().nullable().optional(),
-});
-
-type TMoveTemplateFormSchema = z.infer<typeof ZMoveTemplateFormSchema>;
-
-export function TemplateMoveToFolderDialog({
-  templateId,
-  templateTitle,
-  isOpen,
-  onOpenChange,
-  currentFolderId,
-  ...props
-}: TemplateMoveToFolderDialogProps) {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const navigate = useNavigate();
-  const team = useCurrentTeam();
-
-  const [searchTerm, setSearchTerm] = useState('');
-
-  const form = useForm<TMoveTemplateFormSchema>({
-    resolver: zodResolver(ZMoveTemplateFormSchema),
-    defaultValues: {
-      folderId: currentFolderId ?? null,
-    },
-  });
-
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
-    {
-      parentId: currentFolderId ?? null,
-      type: FolderType.TEMPLATE,
-    },
-    {
-      enabled: isOpen,
-    },
-  );
-
-  const { mutateAsync: updateTemplate } = trpc.template.updateTemplate.useMutation();
-
-  useEffect(() => {
-    if (!isOpen) {
-      form.reset();
-      setSearchTerm('');
-    } else {
-      form.reset({ folderId: currentFolderId ?? null });
-    }
-  }, [isOpen, currentFolderId, form]);
-
-  const onSubmit = async (data: TMoveTemplateFormSchema) => {
-    try {
-      await updateTemplate({
-        templateId,
-        data: {
-          folderId: data.folderId ?? null,
-        },
-      });
-
-      toast({
-        title: _(msg`Template moved`),
-        description: _(msg`The template has been moved successfully.`),
-        variant: 'default',
-      });
-
-      onOpenChange(false);
-
-      const templatesPath = formatTemplatesPath(team.url);
-
-      if (data.folderId) {
-        void navigate(`${templatesPath}/f/${data.folderId}`);
-      } else {
-        void navigate(templatesPath);
-      }
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      if (error.code === AppErrorCode.NOT_FOUND) {
-        toast({
-          title: _(msg`Error`),
-          description: _(msg`The folder you are trying to move the template to does not exist.`),
-          variant: 'destructive',
-        });
-
-        return;
-      }
-
-      toast({
-        title: _(msg`Error`),
-        description: _(msg`An error occurred while moving the template.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const filteredFolders = folders?.data?.filter((folder) =>
-    folder.name.toLowerCase().includes(searchTerm.toLowerCase()),
-  );
-
-  return (
-    <Dialog {...props} open={isOpen} onOpenChange={onOpenChange}>
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Move Template to Folder</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>Move &quot;{templateTitle}&quot; to a folder</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <div className="relative">
-          <Search className="absolute top-3 left-2 h-4 w-4 text-muted-foreground" />
-          <Input
-            placeholder={_(msg`Search folders...`)}
-            value={searchTerm}
-            onChange={(e) => setSearchTerm(e.target.value)}
-            className="pl-8"
-          />
-        </div>
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
-            <FormField
-              control={form.control}
-              name="folderId"
-              render={({ field }) => (
-                <FormItem>
-                  <FormLabel>
-                    <Trans>Folder</Trans>
-                  </FormLabel>
-
-                  <FormControl>
-                    <div className="max-h-96 space-y-2 overflow-y-auto">
-                      {isFoldersLoading ? (
-                        <div className="flex h-10 items-center justify-center">
-                          <Loader2 className="h-4 w-4 animate-spin" />
-                        </div>
-                      ) : (
-                        <>
-                          <Button
-                            type="button"
-                            variant={field.value === null ? 'default' : 'outline'}
-                            className="w-full justify-start"
-                            onClick={() => field.onChange(null)}
-                            disabled={currentFolderId === null}
-                          >
-                            <HomeIcon className="mr-2 h-4 w-4" />
-                            <Trans>Home (No Folder)</Trans>
-                          </Button>
-
-                          {filteredFolders?.map((folder) => (
-                            <Button
-                              key={folder.id}
-                              type="button"
-                              variant={field.value === folder.id ? 'default' : 'outline'}
-                              className="w-full justify-start"
-                              onClick={() => field.onChange(folder.id)}
-                              disabled={currentFolderId === folder.id}
-                            >
-                              <FolderIcon className="mr-2 h-4 w-4" />
-                              {folder.name}
-                            </Button>
-                          ))}
-
-                          {searchTerm && filteredFolders?.length === 0 && (
-                            <div className="px-2 py-2 text-center text-muted-foreground text-sm">
-                              <Trans>No folders found</Trans>
-                            </div>
-                          )}
-                        </>
-                      )}
-                    </div>
-                  </FormControl>
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
-
-            <DialogFooter>
-              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
-                <Trans>Cancel</Trans>
-              </Button>
-
-              <Button type="submit" disabled={isFoldersLoading || form.formState.isSubmitting}>
-                <Trans>Move</Trans>
-              </Button>
-            </DialogFooter>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-}

apps/remix/app/components/forms/signin.tsx

@@ -58,6 +58,7 @@ export type TSignInFormSchema = z.infer<typeof ZSignInFormSchema>;
 export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
+  isEmailPasswordSigninEnabled?: boolean;
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
@@ -68,6 +69,7 @@ export type SignInFormProps = {
 export const SignInForm = ({
   className,
   initialEmail,
+  isEmailPasswordSigninEnabled = true,
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
@@ -324,66 +326,78 @@ export const SignInForm = ({
     <Form {...form}>
       <form className={cn('flex w-full flex-col gap-y-4', className)} onSubmit={form.handleSubmit(onFormSubmit)}>
         <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting || isPasskeyLoading}>
-          <FormField
-            control={form.control}
-            name="email"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Email</Trans>
-                </FormLabel>
+          {isEmailPasswordSigninEnabled && (
+            <>
+              <FormField
+                control={form.control}
+                name="email"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Email</Trans>
+                    </FormLabel>
 
-                <FormControl>
-                  <Input type="email" {...field} />
-                </FormControl>
+                    <FormControl>
+                      <Input type="email" {...field} />
+                    </FormControl>
 
-                <FormMessage />
-              </FormItem>
-            )}
-          />
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-          <FormField
-            control={form.control}
-            name="password"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Password</Trans>
-                </FormLabel>
+              <FormField
+                control={form.control}
+                name="password"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Password</Trans>
+                    </FormLabel>
 
-                <FormControl>
-                  <PasswordInput {...field} />
-                </FormControl>
+                    <FormControl>
+                      <PasswordInput {...field} />
+                    </FormControl>
 
-                <FormMessage />
+                    <FormMessage />
 
-                <p className="mt-2 text-right">
-                  <Link to="/forgot-password" className="text-muted-foreground text-sm duration-200 hover:opacity-70">
-                    <Trans>Forgot your password?</Trans>
-                  </Link>
-                </p>
-              </FormItem>
-            )}
-          />
+                    <p className="mt-2 text-right">
+                      <Link
+                        to="/forgot-password"
+                        className="text-muted-foreground text-sm duration-200 hover:opacity-70"
+                      >
+                        <Trans>Forgot your password?</Trans>
+                      </Link>
+                    </p>
+                  </FormItem>
+                )}
+              />
 
-          {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
-            <Turnstile
-              ref={turnstileRef}
-              siteKey={turnstileSiteKey}
-              options={{
-                size: 'flexible',
-                appearance: 'always',
-              }}
-            />
+              {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
+                <Turnstile
+                  ref={turnstileRef}
+                  siteKey={turnstileSiteKey}
+                  options={{
+                    size: 'flexible',
+                    appearance: 'always',
+                  }}
+                />
+              )}
+
+              <Button
+                type="submit"
+                size="lg"
+                loading={isSubmitting}
+                className="dark:bg-documenso dark:hover:opacity-90"
+              >
+                {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
+              </Button>
+            </>
           )}
 
-          <Button type="submit" size="lg" loading={isSubmitting} className="dark:bg-documenso dark:hover:opacity-90">
-            {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
-          </Button>
-
           {!isEmbeddedRedirect && (
             <>
-              {hasSocialAuthEnabled && (
+              {isEmailPasswordSigninEnabled && hasSocialAuthEnabled && (
                 <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                   <div className="h-px flex-1 bg-border" />
                   <span className="bg-transparent text-muted-foreground">

apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx

@@ -1,3 +1,4 @@
+import { toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
@@ -53,7 +54,7 @@ export const DocumentSigningAttachmentsPopover = ({
             {attachments?.data.map((attachment) => (
               <a
                 key={attachment.id}
-                href={attachment.data}
+                href={toSafeHref(attachment.data)}
                 title={attachment.data}
                 target="_blank"
                 rel="noopener noreferrer"

apps/remix/app/components/general/document/document-attachments-popover.tsx

@@ -1,5 +1,6 @@
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -24,7 +25,7 @@ export type DocumentAttachmentsPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -156,7 +157,7 @@ export const DocumentAttachmentsPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"

apps/remix/app/components/general/document/document-audit-log-download-button.tsx

@@ -11,10 +11,10 @@ import { DownloadIcon } from 'lucide-react';
 
 export type DocumentAuditLogDownloadButtonProps = {
   className?: string;
-  documentId: number;
+  envelopeId: string;
 };
 
-export const DocumentAuditLogDownloadButton = ({ className, documentId }: DocumentAuditLogDownloadButtonProps) => {
+export const DocumentAuditLogDownloadButton = ({ className, envelopeId }: DocumentAuditLogDownloadButtonProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
 
@@ -22,7 +22,7 @@ export const DocumentAuditLogDownloadButton = ({ className, documentId }: Docume
 
   const onDownloadAuditLogsClick = async () => {
     try {
-      const { data, envelopeTitle } = await downloadAuditLogs({ documentId });
+      const { data, envelopeTitle } = await downloadAuditLogs({ envelopeId });
 
       const buffer = new Uint8Array(base64.decode(data));
       const blob = new Blob([buffer], { type: 'application/pdf' });

apps/remix/app/components/general/document/document-certificate-download-button.tsx

@@ -13,13 +13,13 @@ import { DownloadIcon } from 'lucide-react';
 
 export type DocumentCertificateDownloadButtonProps = {
   className?: string;
-  documentId: number;
+  envelopeId: string;
   documentStatus: DocumentStatus;
 };
 
 export const DocumentCertificateDownloadButton = ({
   className,
-  documentId,
+  envelopeId,
   documentStatus,
 }: DocumentCertificateDownloadButtonProps) => {
   const { toast } = useToast();
@@ -29,7 +29,7 @@ export const DocumentCertificateDownloadButton = ({
 
   const onDownloadCertificatesClick = async () => {
     try {
-      const { data, envelopeTitle } = await downloadCertificate({ documentId });
+      const { data, envelopeTitle } = await downloadCertificate({ envelopeId });
 
       const buffer = new Uint8Array(base64.decode(data));
       const blob = new Blob([buffer], { type: 'application/pdf' });

apps/remix/app/components/general/document/document-page-view-dropdown.tsx

@@ -19,6 +19,7 @@ import {
   Download,
   Edit,
   FileOutputIcon,
+  History,
   Loader,
   MoreHorizontal,
   Pencil,
@@ -29,10 +30,10 @@ import {
 import { useState } from 'react';
 import { Link, useNavigate } from 'react-router';
 
-import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
 import { EnvelopeDeleteDialog } from '~/components/dialogs/envelope-delete-dialog';
 import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
+import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
 import { EnvelopeRenameDialog } from '~/components/dialogs/envelope-rename-dialog';
 import { EnvelopeSaveAsTemplateDialog } from '~/components/dialogs/envelope-save-as-template-dialog';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
@@ -67,8 +68,6 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const nonSignedRecipients = envelope.recipients.filter((item) => item.signingStatus !== 'SIGNED');
-
   return (
     <DropdownMenu>
       <DropdownMenuTrigger data-testid="document-page-view-action-btn">
@@ -172,13 +171,20 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
           />
         )}
 
-        <DocumentResendDialog
-          document={{
-            ...envelope,
-            id: mapSecondaryIdToDocumentId(envelope.secondaryId),
-          }}
-          recipients={nonSignedRecipients}
-        />
+        {canManageDocument && (
+          <EnvelopeRedistributeDialog
+            envelope={envelope}
+            envelopeType={EnvelopeType.DOCUMENT}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <History className="mr-2 h-4 w-4" />
+                  <Trans>Resend</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        )}
 
         <DocumentShareButton
           documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}

apps/remix/app/components/general/document/embedded-editor-attachment-popover.tsx

@@ -1,5 +1,6 @@
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { nanoid } from '@documenso/lib/universal/id';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormMessage } from '@documenso/ui/primitives/form/form';
@@ -22,7 +23,7 @@ export type EmbeddedEditorAttachmentPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -117,7 +118,7 @@ export const EmbeddedEditorAttachmentPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page-renderer.tsx

@@ -1,3 +1,4 @@
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fields';
 import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
@@ -13,6 +14,7 @@ import {
 } from '@documenso/lib/universal/field-renderer/field-renderer';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
+import { getOverlappingFieldPairs } from '@documenso/lib/utils/fields-overlap';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
 import {
   Command,
@@ -47,6 +49,13 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
   const [isFieldChanging, setIsFieldChanging] = useState(false);
   const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);
 
+  /**
+   * Whether the field was automatically selected on creation (drag-drop or marquee).
+   *
+   * We purposefully supress the floating toolbar for newly created fields.
+   */
+  const [isAutoSelectedField, setIsAutoSelectedField] = useState(false);
+
   const { stage, pageLayer, konvaContainer, scaledViewport, unscaledViewport } = usePageRenderer(
     ({ stage, pageLayer }) => createPageCanvas(stage, pageLayer),
     pageData,
@@ -62,6 +71,36 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
     [editorFields.localFields, pageNumber, currentEnvelopeItem?.id],
   );
 
+  /**
+   * Debounce the fields used for overlap highlighting so we don't recompute on every
+   * small drag/resize tick. Overlaps only occur within the same page and envelope
+   * item, so computing from this page's fields alone is sufficient.
+   */
+  const debouncedPageFields = useDebouncedValue(localPageFields, 300);
+
+  const overlappingFieldFormIds = useMemo(() => {
+    const formIds = new Set<string>();
+
+    const pairs = getOverlappingFieldPairs(
+      debouncedPageFields.map((field) => ({
+        id: field.formId,
+        envelopeItemId: field.envelopeItemId,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+      })),
+    );
+
+    for (const pair of pairs) {
+      formIds.add(pair.fieldA.id);
+      formIds.add(pair.fieldB.id);
+    }
+
+    return formIds;
+  }, [debouncedPageFields]);
+
   const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
     const isDragEvent = event.type === 'dragend';
 
@@ -113,6 +152,62 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
     pageLayer.current?.batchDraw();
   };
 
+  /**
+   * Draws (or removes) a dashed warning outline over a field that significantly
+   * overlaps another field. The highlight is a child of the field group so it moves
+   * and resizes with the field, and sits on top of the field's own rect (which is
+   * re-styled on every render and would otherwise clobber a direct stroke change).
+   */
+  const syncOverlapHighlight = (fieldGroup: Konva.Group, isOverlapping: boolean) => {
+    const existingHighlight = fieldGroup.findOne('.field-overlap-highlight');
+
+    // Skip while a field is actively being dragged/resized. The highlight is driven
+    // by debounced field data, so it would lag behind and distort during the gesture.
+    // It is repainted once the gesture settles (the effect re-runs on isFieldChanging).
+    if (isFieldChanging) {
+      existingHighlight?.destroy();
+      return;
+    }
+
+    if (!isOverlapping) {
+      existingHighlight?.destroy();
+      return;
+    }
+
+    const fieldRect = fieldGroup.findOne('.field-rect');
+
+    if (!fieldRect) {
+      return;
+    }
+
+    const highlightAttrs = {
+      x: 0,
+      y: 0,
+      width: fieldRect.width(),
+      height: fieldRect.height(),
+      stroke: '#f59e0b',
+      strokeWidth: 2,
+      dash: [6, 4],
+      cornerRadius: 2,
+      strokeScaleEnabled: false,
+      listening: false,
+    } satisfies Partial<Konva.RectConfig>;
+
+    if (existingHighlight instanceof Konva.Rect) {
+      existingHighlight.setAttrs(highlightAttrs);
+      existingHighlight.moveToTop();
+      return;
+    }
+
+    const highlight = new Konva.Rect({
+      name: 'field-overlap-highlight',
+      ...highlightAttrs,
+    });
+
+    fieldGroup.add(highlight);
+    highlight.moveToTop();
+  };
+
   const unsafeRenderFieldOnLayer = (field: TLocalField) => {
     if (!pageLayer.current) {
       return;
@@ -139,6 +234,8 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       mode: 'edit',
     });
 
+    syncOverlapHighlight(fieldGroup, overlappingFieldFormIds.has(field.formId));
+
     if (!isFieldEditable) {
       return;
     }
@@ -147,10 +244,26 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
     fieldGroup.off('transformend');
     fieldGroup.off('dragend');
 
-    // Set up field selection.
-    fieldGroup.on('click', () => {
+    // Set up field selection. Shift + click toggles this field in/out of the current
+    // multi-selection, so fields can be added to a group by clicking them --
+    // complementing marquee drag-selection. A plain click (no modifier) selects just
+    // this field.
+    fieldGroup.on('click', (event) => {
       removePendingField();
-      setSelectedFields([fieldGroup]);
+
+      const isMultiSelectModifier = event.evt.shiftKey;
+
+      if (isMultiSelectModifier) {
+        const currentNodes = interactiveTransformer.current?.nodes() ?? [];
+        const isAlreadySelected = currentNodes.includes(fieldGroup);
+
+        setSelectedFields(
+          isAlreadySelected ? currentNodes.filter((node) => node !== fieldGroup) : [...currentNodes, fieldGroup],
+        );
+      } else {
+        setSelectedFields([fieldGroup]);
+      }
+
       pageLayer.current?.batchDraw();
     });
 
@@ -355,43 +468,18 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       }
     });
 
-    // Clicks should select/deselect shapes
+    // Clicking empty stage area clears the selection. Field clicks -- including
+    // Shift+click multi-select -- are handled by each field group's own click
+    // handler in `unsafeRenderFieldOnLayer`.
     currentStage.on('click tap', (e) => {
-      // if we are selecting with rect, do nothing
+      // If we are selecting with the marquee rectangle, do nothing.
       if (selectionRectangle.visible() && selectionRectangle.width() > 0 && selectionRectangle.height() > 0) {
         return;
       }
 
-      // If empty area clicked, remove all selections
+      // If empty area clicked, remove all selections.
       if (e.target === stage.current) {
         setSelectedFields([]);
-        return;
-      }
-
-      // Do nothing if field not clicked, or if field is not editable
-      if (!e.target.hasName('field-group') || e.target.draggable() === false) {
-        return;
-      }
-
-      // do we pressed shift or ctrl?
-      const metaPressed = e.evt.shiftKey || e.evt.ctrlKey || e.evt.metaKey;
-      const isSelected = transformer.nodes().indexOf(e.target) >= 0;
-
-      if (!metaPressed && !isSelected) {
-        // if no key pressed and the node is not selected
-        // select just one
-        setSelectedFields([e.target]);
-      } else if (metaPressed && isSelected) {
-        // if we pressed keys and node was selected
-        // we need to remove it from selection:
-        const nodes = transformer.nodes().slice(); // use slice to have new copy of array
-        // remove node from array
-        nodes.splice(nodes.indexOf(e.target), 1);
-        setSelectedFields(nodes);
-      } else if (metaPressed && !isSelected) {
-        // add the node into selection
-        const nodes = transformer.nodes().concat([e.target]);
-        setSelectedFields(nodes);
       }
     });
 
@@ -431,13 +519,48 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       setSelectedFields(liveSelectedFieldGroups);
     }
 
+    // Mirror the editor's single selected field onto the canvas (Konva) selection.
+    //
+    // `addField` already marks a newly created field as the selected field, so this
+    // makes a field placed via the palette (drag-drop) or marquee creation show its
+    // resize handles immediately -- no second click needed. It also clears the canvas
+    // selection when the selected field is cleared (e.g. when the author starts
+    // placing another field), so the floating action toolbar can't intercept the next
+    // placement click. Runs after the render loop above so the field's group exists.
+    const selectedFormId = editorFields.selectedField?.formId ?? null;
+    const isSingleCanvasSelection = selectedKonvaFieldGroups.length === 1;
+
+    if (selectedFormId && localPageFields.some((field) => field.formId === selectedFormId)) {
+      const isAlreadySelected = isSingleCanvasSelection && selectedKonvaFieldGroups[0].id() === selectedFormId;
+
+      if (!isAlreadySelected) {
+        const fieldGroupToSelect = pageLayer.current.findOne(`#${selectedFormId}`);
+
+        if (fieldGroupToSelect instanceof Konva.Group) {
+          setSelectedFields([fieldGroupToSelect], { isAutoSelect: true });
+        }
+      }
+    } else if (selectedFormId === null && isSingleCanvasSelection) {
+      setSelectedFields([]);
+    }
+
     // Rerender the transformer
     interactiveTransformer.current?.forceUpdate();
 
     pageLayer.current.batchDraw();
-  }, [localPageFields, selectedKonvaFieldGroups]);
+  }, [
+    localPageFields,
+    selectedKonvaFieldGroups,
+    overlappingFieldFormIds,
+    isFieldChanging,
+    editorFields.selectedField?.formId,
+  ]);
+
+  const setSelectedFields = (nodes: Konva.Node[], options?: { isAutoSelect?: boolean }) => {
+    // Any explicit (user-driven) selection shows the action toolbar; only auto-selection
+    // on field creation suppresses it.
+    setIsAutoSelectedField(Boolean(options?.isAutoSelect));
 
-  const setSelectedFields = (nodes: Konva.Node[]) => {
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const fieldGroups = nodes.filter(
       (node) => node.hasName('field-group') && Boolean(node.getStage()) && Boolean(node.getParent()),
@@ -573,25 +696,30 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
 
   return (
     <>
-      {selectedKonvaFieldGroups.length > 0 && interactiveTransformer.current && !isFieldChanging && (
-        <FieldActionButtons
-          handleDuplicateSelectedFields={duplicatedSelectedFields}
-          handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
-          handleDeleteSelectedFields={deletedSelectedFields}
-          handleChangeRecipient={changeSelectedFieldsRecipients}
-          handleChangeFieldType={changeSelectedFieldsType}
-          selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
-          style={{
-            position: 'absolute',
-            top: interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
-            left: interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
-            transform: 'translateX(-50%)',
-            gap: '8px',
-            pointerEvents: 'auto',
-            zIndex: 50,
-          }}
-        />
-      )}
+      {selectedKonvaFieldGroups.length > 0 &&
+        interactiveTransformer.current &&
+        !isFieldChanging &&
+        !isAutoSelectedField && (
+          <FieldActionButtons
+            handleDuplicateSelectedFields={duplicatedSelectedFields}
+            handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
+            handleDeleteSelectedFields={deletedSelectedFields}
+            handleChangeRecipient={changeSelectedFieldsRecipients}
+            handleChangeFieldType={changeSelectedFieldsType}
+            selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
+            style={{
+              position: 'absolute',
+              top:
+                interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
+              left:
+                interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
+              transform: 'translateX(-50%)',
+              gap: '8px',
+              pointerEvents: 'auto',
+              zIndex: 50,
+            }}
+          />
+        )}
 
       {pendingFieldCreation && (
         <div

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx

@@ -1,3 +1,4 @@
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { PDF_VIEWER_ERROR_MESSAGES } from '@documenso/lib/constants/pdf-viewer-i18n';
@@ -17,6 +18,7 @@ import {
   type TTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { getEnvelopeItemPermissions } from '@documenso/lib/utils/envelope';
+import { getOverlappingFieldPairs } from '@documenso/lib/utils/fields-overlap';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import { cn } from '@documenso/ui/lib/utils';
@@ -28,7 +30,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
-import { FileTextIcon, PencilIcon, SparklesIcon } from 'lucide-react';
+import { AlertTriangleIcon, FileTextIcon, PencilIcon, SparklesIcon } from 'lucide-react';
 import { useEffect, useMemo, useRef, useState } from 'react';
 import { useRevalidator, useSearchParams } from 'react-router';
 import { isDeepEqual } from 'remeda';
@@ -78,7 +80,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
   const { envelope, editorFields, navigateToStep, editorConfig } = useCurrentEnvelopeEditor();
 
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
   const { _ } = useLingui();
 
@@ -93,6 +95,53 @@ export const EnvelopeEditorFieldsPage = () => {
 
   const selectedField = useMemo(() => structuredClone(editorFields.selectedField), [editorFields.selectedField]);
 
+  /**
+   * Debounce the fields used for overlap detection so we don't recompute on every
+   * small drag/resize movement, which is expensive on large field counts and can
+   * bog down lower-end devices.
+   */
+  const debouncedLocalFields = useDebouncedValue(editorFields.localFields, 300);
+
+  /**
+   * Fields that significantly overlap each other. Overlapping fields render poorly in
+   * the editor and can behave unexpectedly during signing, so we warn the author here.
+   */
+  const overlappingFieldPairs = useMemo(
+    () =>
+      getOverlappingFieldPairs(
+        debouncedLocalFields.map((field) => ({
+          id: field.formId,
+          envelopeItemId: field.envelopeItemId,
+          page: field.page,
+          positionX: field.positionX,
+          positionY: field.positionY,
+          width: field.width,
+          height: field.height,
+        })),
+      ),
+    [debouncedLocalFields],
+  );
+
+  const handleReviewOverlappingField = () => {
+    const firstPair = overlappingFieldPairs[0];
+
+    if (!firstPair) {
+      return;
+    }
+
+    const targetField = editorFields.localFields.find((field) => field.formId === firstPair.fieldA.id);
+
+    if (!targetField) {
+      return;
+    }
+
+    if (targetField.envelopeItemId !== currentEnvelopeItem?.id) {
+      setCurrentEnvelopeItem(targetField.envelopeItemId);
+    }
+
+    editorFields.setSelectedField(targetField.formId);
+  };
+
   const updateSelectedFieldMeta = (fieldMeta: TFieldMetaSchema) => {
     if (!selectedField) {
       return;
@@ -211,6 +260,29 @@ export const EnvelopeEditorFieldsPage = () => {
             </Alert>
           )}
 
+          {overlappingFieldPairs.length > 0 && (
+            <Alert
+              variant="warning"
+              className="mt-20 mb-4 flex w-full max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm"
+            >
+              <div className="flex flex-row items-start gap-3">
+                <AlertTriangleIcon className="mt-0.5 h-5 w-5 flex-shrink-0" />
+
+                <div className="flex flex-col gap-1">
+                  <AlertTitle>
+                    <Trans>Overlapping fields detected</Trans>
+                  </AlertTitle>
+                  <AlertDescription>
+                    <Trans>
+                      Some fields are placed on top of each other. This may complicate the signing process or cause
+                      fields to not work as expected.
+                    </Trans>
+                  </AlertDescription>
+                </div>
+              </div>
+            </Alert>
+          )}
+
           {currentEnvelopeItem !== null ? (
             <EnvelopePdfViewer
               customPageRenderer={EnvelopeEditorFieldsPageRenderer}

apps/remix/app/components/general/envelope-tags-section.tsx

@@ -0,0 +1,27 @@
+import type { TagType } from '@documenso/lib/types/tag-type';
+import { trpc } from '@documenso/trpc/react';
+import { TagInput } from '@documenso/ui/primitives/tag/tag-input';
+import { Trans } from '@lingui/react/macro';
+import { TagsIcon } from 'lucide-react';
+
+export type EnvelopeTagsSectionProps = {
+  envelopeId: string;
+  type: (typeof TagType)[keyof typeof TagType];
+};
+
+export const EnvelopeTagsSection = ({ envelopeId, type }: EnvelopeTagsSectionProps) => {
+  const { data: assignedTags } = trpc.tag.getEnvelopeTags.useQuery({ envelopeId });
+
+  return (
+    <section className="flex flex-col rounded-xl border border-border bg-widget text-foreground dark:bg-background">
+      <h1 className="flex items-center gap-2 px-4 py-3 font-medium">
+        <TagsIcon className="h-4 w-4" />
+        <Trans>Tags</Trans>
+      </h1>
+
+      <div className="border-t px-4 py-3">
+        <TagInput type={type} envelopeId={envelopeId} assignedTags={assignedTags ?? []} />
+      </div>
+    </section>
+  );
+};

apps/remix/app/components/tables/documents-table-action-dropdown.tsx

@@ -25,6 +25,7 @@ import {
   EyeIcon,
   FileOutputIcon,
   FolderInput,
+  History,
   Loader,
   MoreHorizontal,
   Pencil,
@@ -35,10 +36,10 @@ import {
 import { useState } from 'react';
 import { Link } from 'react-router';
 
-import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
 import { EnvelopeCancelDialog } from '~/components/dialogs/envelope-cancel-dialog';
 import { EnvelopeDeleteDialog } from '~/components/dialogs/envelope-delete-dialog';
 import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
+import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
 import { EnvelopeSaveAsTemplateDialog } from '~/components/dialogs/envelope-save-as-template-dialog';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
 import { useCurrentTeam } from '~/providers/team';
@@ -95,8 +96,6 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
   const documentsPath = formatDocumentsPath(team.url);
   const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
-  const nonSignedRecipients = row.recipients.filter((item) => item.signingStatus !== 'SIGNED');
-
   return (
     <DropdownMenu>
       <DropdownMenuTrigger data-testid="document-table-action-btn">
@@ -244,7 +243,25 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
           />
         )}
 
-        <DocumentResendDialog document={row} recipients={nonSignedRecipients} />
+        {canManageDocument && (
+          <EnvelopeRedistributeDialog
+            envelope={{
+              id: row.envelopeId,
+              status: row.status,
+              type: EnvelopeType.DOCUMENT,
+              recipients: row.recipients,
+            }}
+            envelopeType={EnvelopeType.DOCUMENT}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <History className="mr-2 h-4 w-4" />
+                  <Trans>Resend</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        )}
 
         <DocumentShareButton
           documentId={row.id}

apps/remix/app/components/tables/documents-table.tsx

@@ -10,6 +10,7 @@ import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 import { Skeleton } from '@documenso/ui/primitives/skeleton';
 import { TableCell } from '@documenso/ui/primitives/table';
+import { TagList } from '@documenso/ui/primitives/tag/tag-list';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Loader } from 'lucide-react';
@@ -29,7 +30,7 @@ export type DocumentsTableProps = {
   data?: TFindDocumentsResponse;
   isLoading?: boolean;
   isLoadingError?: boolean;
-  onMoveDocument?: (documentId: number) => void;
+  onMoveDocument?: (envelopeId: string) => void;
   enableSelection?: boolean;
   rowSelection?: RowSelectionState;
   onRowSelectionChange?: (selection: RowSelectionState) => void;
@@ -49,6 +50,8 @@ export const DocumentsTable = ({
   const { _, i18n } = useLingui();
 
   const team = useCurrentTeam();
+
+  const documentsPath = formatDocumentsPath(team?.url ?? '');
   const [isPending, startTransition] = useTransition();
 
   const updateSearchParams = useUpdateSearchParams();
@@ -96,6 +99,11 @@ export const DocumentsTable = ({
         header: _(msg`Sender`),
         cell: ({ row }) => row.original.user.name ?? row.original.user.email,
       },
+      {
+        header: _(msg`Tags`),
+        cell: ({ row }) => <TagList tags={row.original.tags} getTagHref={(tag) => `${documentsPath}/tag/${tag.id}`} />,
+        size: 160,
+      },
       {
         header: _(msg`Recipient`),
         accessorKey: 'recipient',
@@ -117,7 +125,7 @@ export const DocumentsTable = ({
               <DocumentsTableActionButton row={row.original} />
               <DocumentsTableActionDropdown
                 row={row.original}
-                onMoveDocument={onMoveDocument ? () => onMoveDocument(row.original.id) : undefined}
+                onMoveDocument={onMoveDocument ? () => onMoveDocument(row.original.envelopeId) : undefined}
               />
             </div>
           ),

apps/remix/app/components/tables/team-members-table.tsx

@@ -29,7 +29,7 @@ import { useSearchParams } from 'react-router';
 
 import { useCurrentTeam } from '~/providers/team';
 
-import { TeamMemberDeleteDialog } from '../dialogs/team-member-delete-dialog';
+import { TeamMemberDeleteDialog, type TeamMemberDeleteDisableReason } from '../dialogs/team-member-delete-dialog';
 import { TeamMemberUpdateDialog } from '../dialogs/team-member-update-dialog';
 import { TeamInheritMemberAlert } from '../general/teams/team-inherit-member-alert';
 
@@ -86,6 +86,39 @@ export const TeamMembersTable = () => {
   );
 
   const columns = useMemo(() => {
+    // A member is a direct team member when they belong to one of the team's
+    // INTERNAL_TEAM groups. Otherwise they are inherited from an organisation or
+    // custom group and cannot be managed directly from this team.
+    const isMemberPartOfInternalTeamGroup = (memberId: string) =>
+      groups.some(
+        (group) =>
+          group.organisationGroupType === OrganisationGroupType.INTERNAL_TEAM &&
+          group.members.some((member) => member.id === memberId),
+      );
+
+    // Determine why a member can't be removed from the team (if at all). The delete
+    // dialog uses this to explain the reason instead of attempting a removal that
+    // would fail.
+    const getDeleteDisableReason = (member: (typeof results)['data'][number]): TeamMemberDeleteDisableReason | null => {
+      if (organisation.ownerUserId === member.userId) {
+        return 'TEAM_OWNER';
+      }
+
+      if (!isTeamRoleWithinUserHierarchy(team.currentTeamRole, member.teamRole)) {
+        return 'HIGHER_ROLE';
+      }
+
+      if (memberAccessTeamGroup !== undefined) {
+        return 'INHERIT_MEMBER_ENABLED';
+      }
+
+      if (!isMemberPartOfInternalTeamGroup(member.id)) {
+        return 'INHERITED_MEMBER';
+      }
+
+      return null;
+    };
+
     return [
       {
         header: _(msg`Team Member`),
@@ -111,15 +144,7 @@ export const TeamMembersTable = () => {
       },
       {
         header: _(msg`Source`),
-        cell: ({ row }) => {
-          const internalTeamGroupFound = groups.find(
-            (group) =>
-              group.organisationGroupType === OrganisationGroupType.INTERNAL_TEAM &&
-              group.members.some((member) => member.id === row.original.id),
-          );
-
-          return internalTeamGroupFound ? _(msg`Member`) : _(msg`Group`);
-        },
+        cell: ({ row }) => (isMemberPartOfInternalTeamGroup(row.original.id) ? _(msg`Member`) : _(msg`Group`)),
       },
       {
         header: _(msg`Actions`),
@@ -161,16 +186,9 @@ export const TeamMembersTable = () => {
                 memberId={row.original.id}
                 memberName={row.original.name ?? ''}
                 memberEmail={row.original.email}
-                isInheritMemberEnabled={memberAccessTeamGroup !== undefined}
+                disableReason={getDeleteDisableReason(row.original)}
                 trigger={
-                  <DropdownMenuItem
-                    onSelect={(e) => e.preventDefault()}
-                    disabled={
-                      organisation.ownerUserId === row.original.userId ||
-                      !isTeamRoleWithinUserHierarchy(team.currentTeamRole, row.original.teamRole)
-                    }
-                    title={_(msg`Remove team member`)}
-                  >
+                  <DropdownMenuItem onSelect={(e) => e.preventDefault()} title={_(msg`Remove team member`)}>
                     <Trash2Icon className="mr-2 h-4 w-4" />
                     <Trans>Remove</Trans>
                   </DropdownMenuItem>

apps/remix/app/components/tables/templates-table-action-dropdown.tsx

@@ -11,15 +11,15 @@ import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, EnvelopeType, type TemplateDirectLink } from '@prisma/client';
 import { Copy, Download, Edit, FolderIcon, MoreHorizontal, Pencil, Share2Icon, Trash2, Upload } from 'lucide-react';
 import { useState } from 'react';
-import { Link } from 'react-router';
+import { Link, useNavigate } from 'react-router';
 
 import { EnvelopeDeleteDialog } from '../dialogs/envelope-delete-dialog';
 import { EnvelopeDownloadDialog } from '../dialogs/envelope-download-dialog';
 import { EnvelopeDuplicateDialog } from '../dialogs/envelope-duplicate-dialog';
 import { EnvelopeRenameDialog } from '../dialogs/envelope-rename-dialog';
+import { EnvelopesBulkMoveDialog } from '../dialogs/envelopes-bulk-move-dialog';
 import { TemplateBulkSendDialog } from '../dialogs/template-bulk-send-dialog';
 import { TemplateDirectLinkDialog } from '../dialogs/template-direct-link-dialog';
-import { TemplateMoveToFolderDialog } from '../dialogs/template-move-to-folder-dialog';
 
 export type TemplatesTableActionDropdownProps = {
   row: {
@@ -44,6 +44,7 @@ export const TemplatesTableActionDropdown = ({
   onDelete,
 }: TemplatesTableActionDropdownProps) => {
   const trpcUtils = trpcReact.useUtils();
+  const navigate = useNavigate();
 
   const [isRenameDialogOpen, setRenameDialogOpen] = useState(false);
   const [isMoveToFolderDialogOpen, setMoveToFolderDialogOpen] = useState(false);
@@ -153,12 +154,13 @@ export const TemplatesTableActionDropdown = ({
         )}
       </DropdownMenuContent>
 
-      <TemplateMoveToFolderDialog
-        templateId={row.id}
-        templateTitle={row.title}
-        isOpen={isMoveToFolderDialogOpen}
+      <EnvelopesBulkMoveDialog
+        envelopeIds={[row.envelopeId]}
+        envelopeType={EnvelopeType.TEMPLATE}
+        open={isMoveToFolderDialogOpen}
         onOpenChange={setMoveToFolderDialogOpen}
-        currentFolderId={row.folderId}
+        currentFolderId={row.folderId ?? undefined}
+        onSuccess={(folderId) => navigate(folderId ? `${templateRootPath}/f/${folderId}` : templateRootPath)}
       />
 
       <EnvelopeRenameDialog

apps/remix/app/components/tables/templates-table.tsx

@@ -10,6 +10,7 @@ import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 import { Skeleton } from '@documenso/ui/primitives/skeleton';
 import { TableCell } from '@documenso/ui/primitives/table';
+import { TagList } from '@documenso/ui/primitives/tag/tag-list';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
@@ -32,6 +33,7 @@ type TemplatesTableProps = {
   documentRootPath: string;
   templateRootPath: string;
   enableSelection?: boolean;
+  enableTagLinks?: boolean;
   rowSelection?: RowSelectionState;
   onRowSelectionChange?: (selection: RowSelectionState) => void;
 };
@@ -45,6 +47,7 @@ export const TemplatesTable = ({
   documentRootPath,
   templateRootPath,
   enableSelection,
+  enableTagLinks = true,
   rowSelection,
   onRowSelectionChange,
 }: TemplatesTableProps) => {
@@ -109,6 +112,16 @@ export const TemplatesTable = ({
           </Link>
         ),
       },
+      {
+        header: _(msg`Tags`),
+        cell: ({ row }) => (
+          <TagList
+            tags={row.original.tags}
+            getTagHref={enableTagLinks ? (tag) => `${templateRootPath}/tag/${tag.id}` : undefined}
+          />
+        ),
+        size: 160,
+      },
       {
         header: () => (
           <div className="flex flex-row items-center">

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id._index.tsx

@@ -2,6 +2,7 @@ import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/env
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { PDF_VIEWER_ERROR_MESSAGES } from '@documenso/lib/constants/pdf-viewer-i18n';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { TagType } from '@documenso/lib/types/tag-type';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
@@ -34,6 +35,7 @@ import {
 } from '~/components/general/document/document-status';
 import { EnvelopeRendererFileSelector } from '~/components/general/envelope-editor/envelope-file-selector';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
+import { EnvelopeTagsSection } from '~/components/general/envelope-tags-section';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
@@ -252,6 +254,9 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
             {/* Document information section. */}
             <DocumentPageViewInformation envelope={envelope} userId={user.id} />
 
+            {/* Tags section. */}
+            <EnvelopeTagsSection envelopeId={envelope.id} type={TagType.DOCUMENT} />
+
             {/* Recipients section. */}
             <DocumentPageViewRecipients envelope={envelope} documentRootPath={documentRootPath} />
 

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.logs.tsx

@@ -153,11 +153,11 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
             <DocumentCertificateDownloadButton
               className="mr-2"
-              documentId={document.id}
+              envelopeId={document.envelopeId}
               documentStatus={document.status}
             />
 
-            <DocumentAuditLogDownloadButton documentId={document.id} />
+            <DocumentAuditLogDownloadButton envelopeId={document.envelopeId} />
           </div>
         </div>
       </div>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx

@@ -2,6 +2,7 @@ import { useSessionStorage } from '@documenso/lib/client-only/hooks/use-session-
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { STATS_COUNT_CAP } from '@documenso/lib/constants/document';
 import { SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { TagType } from '@documenso/lib/types/tag-type';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { parseToIntegerArray } from '@documenso/lib/utils/params';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
@@ -12,14 +13,15 @@ import { ZFindDocumentsInternalRequestSchema } from '@documenso/trpc/server/docu
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 import type { RowSelectionState } from '@documenso/ui/primitives/data-table';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { TagFilter } from '@documenso/ui/primitives/tag/tag-filter';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
 import { EnvelopeType, FolderType, OrganisationType } from '@prisma/client';
+import { ChevronLeft } from 'lucide-react';
 import { useEffect, useMemo, useState } from 'react';
-import { Link, useParams, useSearchParams } from 'react-router';
+import { Link, useNavigate, useParams, useSearchParams } from 'react-router';
 import { z } from 'zod';
 
-import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
 import { EnvelopesBulkCancelDialog } from '~/components/dialogs/envelopes-bulk-cancel-dialog';
 import { EnvelopesBulkDeleteDialog } from '~/components/dialogs/envelopes-bulk-delete-dialog';
 import { EnvelopesBulkMoveDialog } from '~/components/dialogs/envelopes-bulk-move-dialog';
@@ -47,17 +49,25 @@ const ZSearchParamsSchema = ZFindDocumentsInternalRequestSchema.pick({
   query: true,
 }).extend({
   senderIds: z.string().transform(parseToIntegerArray).optional().catch([]),
+  tagIds: z
+    .string()
+    .optional()
+    .catch(undefined)
+    .transform((val) => val?.split(',').filter(Boolean)),
 });
 
 export default function DocumentsPage() {
   const organisation = useCurrentOrganisation();
   const team = useCurrentTeam();
 
-  const { folderId } = useParams();
+  const { folderId, tagId } = useParams();
   const [searchParams] = useSearchParams();
+  const navigate = useNavigate();
+
+  const documentsPath = formatDocumentsPath(team.url);
 
   const [isMovingDocument, setIsMovingDocument] = useState(false);
-  const [documentToMove, setDocumentToMove] = useState<number | null>(null);
+  const [documentToMove, setDocumentToMove] = useState<string | null>(null);
 
   const [rowSelection, setRowSelection] = useSessionStorage<RowSelectionState>('documents-bulk-selection', {});
   const [isBulkMoveDialogOpen, setIsBulkMoveDialogOpen] = useState(false);
@@ -83,10 +93,15 @@ export default function DocumentsPage() {
     [searchParams],
   );
 
+  // Route param tagId takes priority over URL search param tagIds.
+  const effectiveTagIds = tagId ? [tagId] : findDocumentSearchParams.tagIds;
+
   const { data, isLoading, isLoadingError } = trpc.document.findDocumentsInternal.useQuery(
     {
       ...findDocumentSearchParams,
       folderId,
+      includeAllFolders: tagId !== undefined,
+      tagIds: effectiveTagIds,
     },
     {
       ...SKIP_QUERY_BATCH_META,
@@ -112,7 +127,9 @@ export default function DocumentsPage() {
 
     let path = formatDocumentsPath(team.url);
 
-    if (folderId) {
+    if (tagId) {
+      path += `/tag/${tagId}`;
+    } else if (folderId) {
       path += `/f/${folderId}`;
     }
 
@@ -132,7 +149,14 @@ export default function DocumentsPage() {
   return (
     <EnvelopeDropZoneWrapper type={EnvelopeType.DOCUMENT}>
       <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
-        <FolderGrid type={FolderType.DOCUMENT} parentId={folderId ?? null} />
+        {tagId && (
+          <Link to={documentsPath} className="mb-4 flex items-center text-documenso-700 hover:opacity-80">
+            <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+            <Trans>All documents</Trans>
+          </Link>
+        )}
+
+        {!tagId && <FolderGrid type={FolderType.DOCUMENT} parentId={folderId ?? null} />}
 
         <div className="mt-8 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
           <div className="flex flex-row items-center">
@@ -182,6 +206,8 @@ export default function DocumentsPage() {
 
             {team && <DocumentsTableSenderFilter teamId={team.id} />}
 
+            {!tagId && <TagFilter type={TagType.DOCUMENT} />}
+
             <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
               <PeriodSelector />
             </div>
@@ -200,8 +226,8 @@ export default function DocumentsPage() {
                 data={data}
                 isLoading={isLoading}
                 isLoadingError={isLoadingError}
-                onMoveDocument={(documentId) => {
-                  setDocumentToMove(documentId);
+                onMoveDocument={(envelopeId) => {
+                  setDocumentToMove(envelopeId);
                   setIsMovingDocument(true);
                 }}
                 enableSelection
@@ -213,8 +239,9 @@ export default function DocumentsPage() {
         </div>
 
         {documentToMove && (
-          <DocumentMoveToFolderDialog
-            documentId={documentToMove}
+          <EnvelopesBulkMoveDialog
+            envelopeIds={[documentToMove]}
+            envelopeType={EnvelopeType.DOCUMENT}
             open={isMovingDocument}
             currentFolderId={folderId}
             onOpenChange={(open) => {
@@ -224,6 +251,9 @@ export default function DocumentsPage() {
                 setDocumentToMove(null);
               }
             }}
+            onSuccess={(destinationFolderId) =>
+              navigate(destinationFolderId ? `${documentsPath}/f/${destinationFolderId}` : documentsPath)
+            }
           />
         )}
 

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.tag.$tagId._index.tsx

@@ -0,0 +1,5 @@
+import DocumentPage, { meta } from './documents._index';
+
+export { meta };
+
+export default DocumentPage;

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.branding.tsx

@@ -1,14 +1,17 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
 import { useState } from 'react';
+import { Link } from 'react-router';
 
 import {
   BrandingPreferencesForm,
@@ -36,6 +39,8 @@ export default function TeamsSettingsPage() {
 
   const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
 
+  const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
+
   const canCustomBranding =
     organisation.organisationClaim.flags.embedSigningWhiteLabel === true || !IS_BILLING_ENABLED();
 
@@ -112,39 +117,61 @@ export default function TeamsSettingsPage() {
         subtitle={t`Here you can set preferences and defaults for branding.`}
       />
 
-      <section>
-        <BrandingPreferencesForm
-          canInherit={true}
-          hasAdvancedBranding={canCustomBranding}
-          context="Team"
-          settings={teamWithSettings.teamSettings}
-          onFormSubmit={onBrandingPreferencesFormSubmit}
-        />
+      {canConfigureBranding ? (
+        <section>
+          <BrandingPreferencesForm
+            canInherit={true}
+            hasAdvancedBranding={canCustomBranding}
+            context="Team"
+            settings={teamWithSettings.teamSettings}
+            onFormSubmit={onBrandingPreferencesFormSubmit}
+          />
 
-        {cssWarnings.length > 0 && (
-          <Alert variant="warning" className="mt-6">
+          {cssWarnings.length > 0 && (
+            <Alert variant="warning" className="mt-6">
+              <AlertTitle>
+                <Trans>CSS rules were dropped during sanitisation</Trans>
+              </AlertTitle>
+
+              <AlertDescription>
+                <ul className="list-disc pl-5">
+                  {cssWarnings.map((warning, index) => (
+                    <li key={index}>
+                      {warning.detail}
+                      {warning.line !== undefined && (
+                        <span className="text-muted-foreground">
+                          {' '}
+                          <Trans>(line {warning.line})</Trans>
+                        </span>
+                      )}
+                    </li>
+                  ))}
+                </ul>
+              </AlertDescription>
+            </Alert>
+          )}
+        </section>
+      ) : (
+        <Alert className="mt-8 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+          <div className="mb-4 sm:mb-0">
             <AlertTitle>
-              <Trans>CSS rules were dropped during sanitisation</Trans>
+              <Trans>Branding Preferences</Trans>
             </AlertTitle>
 
-            <AlertDescription>
-              <ul className="list-disc pl-5">
-                {cssWarnings.map((warning, index) => (
-                  <li key={index}>
-                    {warning.detail}
-                    {warning.line !== undefined && (
-                      <span className="text-muted-foreground">
-                        {' '}
-                        <Trans>(line {warning.line})</Trans>
-                      </span>
-                    )}
-                  </li>
-                ))}
-              </ul>
+            <AlertDescription className="mr-2">
+              <Trans>Currently branding can only be configured for Teams and above plans.</Trans>
             </AlertDescription>
-          </Alert>
-        )}
-      </section>
+          </div>
+
+          {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
+            <Button asChild variant="outline">
+              <Link to={`/o/${organisation.url}/settings/billing`}>
+                <Trans>Update Billing</Trans>
+              </Link>
+            </Button>
+          )}
+        </Alert>
+      )}
     </div>
   );
 }

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates.$id._index.tsx

@@ -1,6 +1,7 @@
 import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { PDF_VIEWER_ERROR_MESSAGES } from '@documenso/lib/constants/pdf-viewer-i18n';
+import { TagType } from '@documenso/lib/types/tag-type';
 import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
@@ -21,6 +22,7 @@ import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-l
 import { TemplateUseDialog } from '~/components/dialogs/template-use-dialog';
 import { EnvelopeRendererFileSelector } from '~/components/general/envelope-editor/envelope-file-selector';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
+import { EnvelopeTagsSection } from '~/components/general/envelope-tags-section';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
@@ -271,6 +273,9 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
             {/* Template information section. */}
             <TemplatePageViewInformation template={envelope} userId={user.id} />
 
+            {/* Tags section. */}
+            <EnvelopeTagsSection envelopeId={envelope.id} type={TagType.TEMPLATE} />
+
             {/* Recipients section. */}
             <TemplatePageViewRecipients
               recipients={envelope.recipients}

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates._index.tsx

@@ -1,19 +1,21 @@
 import { useSessionStorage } from '@documenso/lib/client-only/hooks/use-session-storage';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { FolderType } from '@documenso/lib/types/folder-type';
+import { TagType } from '@documenso/lib/types/tag-type';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 import type { RowSelectionState } from '@documenso/ui/primitives/data-table';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { TagFilter } from '@documenso/ui/primitives/tag/tag-filter';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
 import { EnvelopeType, OrganisationType } from '@prisma/client';
-import { Bird } from 'lucide-react';
+import { Bird, ChevronLeft } from 'lucide-react';
 import { parseAsStringLiteral, useQueryState } from 'nuqs';
 import { useMemo, useState } from 'react';
-import { useParams, useSearchParams } from 'react-router';
+import { Link, useParams, useSearchParams } from 'react-router';
 
 import { EnvelopesBulkDeleteDialog } from '~/components/dialogs/envelopes-bulk-delete-dialog';
 import { EnvelopesBulkMoveDialog } from '~/components/dialogs/envelopes-bulk-move-dialog';
@@ -36,16 +38,20 @@ export default function TemplatesPage() {
   const team = useCurrentTeam();
   const organisation = useCurrentOrganisation();
 
-  const { folderId } = useParams();
+  const { folderId, tagId } = useParams();
   const [searchParams] = useSearchParams();
 
   const page = Number(searchParams.get('page')) || 1;
   const perPage = Number(searchParams.get('perPage')) || 10;
 
+  const urlTagIds = searchParams.get('tagIds')?.split(',').filter(Boolean) ?? [];
+  // Route param tagId takes priority over URL search param tagIds.
+  const effectiveTagIds = tagId ? [tagId] : urlTagIds;
+
   const [view, setView] = useQueryState('view', parseAsStringLiteral(TEMPLATE_VIEWS).withDefault('team'));
 
-  const isOrgView = view === 'organisation';
-  const showOrgTab = organisation.type !== OrganisationType.PERSONAL;
+  const isOrgView = !tagId && view === 'organisation';
+  const showOrgTab = !tagId && organisation.type !== OrganisationType.PERSONAL;
 
   const [rowSelection, setRowSelection] = useSessionStorage<RowSelectionState>('templates-bulk-selection', {});
   const [isBulkMoveDialogOpen, setIsBulkMoveDialogOpen] = useState(false);
@@ -63,6 +69,8 @@ export default function TemplatesPage() {
       page,
       perPage,
       folderId,
+      includeAllFolders: tagId !== undefined,
+      tagIds: effectiveTagIds.length > 0 ? effectiveTagIds : undefined,
     },
     {
       enabled: !isOrgView,
@@ -92,7 +100,14 @@ export default function TemplatesPage() {
   return (
     <EnvelopeDropZoneWrapper type={EnvelopeType.TEMPLATE}>
       <div className="mx-auto max-w-screen-xl px-4 md:px-8">
-        {!isOrgView && <FolderGrid type={FolderType.TEMPLATE} parentId={folderId ?? null} />}
+        {tagId && (
+          <Link to={templateRootPath} className="mb-4 flex items-center text-documenso-700 hover:opacity-80">
+            <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+            <Trans>All templates</Trans>
+          </Link>
+        )}
+
+        {!isOrgView && !tagId && <FolderGrid type={FolderType.TEMPLATE} parentId={folderId ?? null} />}
 
         <div className="mt-8">
           <div className="flex flex-row items-center">
@@ -129,6 +144,12 @@ export default function TemplatesPage() {
             </div>
           )}
 
+          {!isOrgView && !tagId && (
+            <div className="mt-6">
+              <TagFilter type={TagType.TEMPLATE} />
+            </div>
+          )}
+
           <div className="mt-8">
             {activeQuery.data && activeQuery.data.count === 0 ? (
               <div className="flex h-96 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
@@ -156,6 +177,7 @@ export default function TemplatesPage() {
                 documentRootPath={documentRootPath}
                 templateRootPath={templateRootPath}
                 enableSelection={!isOrgView}
+                enableTagLinks={!isOrgView}
                 rowSelection={isOrgView ? {} : rowSelection}
                 onRowSelectionChange={isOrgView ? undefined : setRowSelection}
               />

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates.tag.$tagId._index.tsx

@@ -0,0 +1,5 @@
+import TemplatePage, { meta } from './templates._index';
+
+export { meta };
+
+export default TemplatePage;

apps/remix/app/routes/_unauthenticated+/forgot-password.tsx

@@ -1,6 +1,7 @@
+import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link } from 'react-router';
+import { Link, redirect } from 'react-router';
 
 import { ForgotPasswordForm } from '~/components/forms/forgot-password';
 import { appMetaTags } from '~/utils/meta';
@@ -9,6 +10,14 @@ export function meta() {
   return appMetaTags(msg`Forgot Password`);
 }
 
+export async function loader() {
+  if (!isSigninEnabledForProvider('email')) {
+    throw redirect('/signin');
+  }
+
+  return null;
+}
+
 export default function ForgotPasswordPage() {
   return (
     <div className="w-screen max-w-lg px-4">

apps/remix/app/routes/_unauthenticated+/reset-password.$token.tsx

@@ -1,3 +1,4 @@
+import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { getResetTokenValidity } from '@documenso/lib/server-only/user/get-reset-token-validity';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
@@ -13,6 +14,10 @@ export function meta() {
 }
 
 export async function loader({ params }: Route.LoaderArgs) {
+  if (!isSigninEnabledForProvider('email')) {
+    throw redirect('/signin');
+  }
+
   const { token } = params;
 
   const isValid = await getResetTokenValidity({ token });

apps/remix/app/routes/_unauthenticated+/reset-password._index.tsx

@@ -1,7 +1,8 @@
+import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link } from 'react-router';
+import { Link, redirect } from 'react-router';
 
 import { appMetaTags } from '~/utils/meta';
 
@@ -9,6 +10,14 @@ export function meta() {
   return appMetaTags(msg`Reset Password`);
 }
 
+export async function loader() {
+  if (!isSigninEnabledForProvider('email')) {
+    throw redirect('/signin');
+  }
+
+  return null;
+}
+
 export default function ResetPasswordPage() {
   return (
     <div className="w-screen max-w-lg px-4">

apps/remix/app/routes/_unauthenticated+/signin.tsx

@@ -1,8 +1,11 @@
+import { authClient } from '@documenso/auth/client';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import {
   IS_GOOGLE_SSO_ENABLED,
   IS_MICROSOFT_SSO_ENABLED,
+  IS_OIDC_AUTO_REDIRECT_DISABLED,
   IS_OIDC_SSO_ENABLED,
+  isSigninEnabledForProvider,
   isSignupEnabledForProvider,
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
@@ -11,6 +14,7 @@ import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { Loader2Icon } from 'lucide-react';
 import { useEffect, useState } from 'react';
 import { Link, redirect, useSearchParams } from 'react-router';
 
@@ -28,10 +32,20 @@ export async function loader({ request }: Route.LoaderArgs) {
   const { isAuthenticated } = await getOptionalSession(request);
 
   // SSR env variables.
-  const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
-  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
-  const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
+  const isEmailPasswordSigninEnabled = isSigninEnabledForProvider('email');
+  const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED && isSigninEnabledForProvider('google');
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED && isSigninEnabledForProvider('microsoft');
+  const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED && isSigninEnabledForProvider('oidc');
+
+  // Automatically redirect to OIDC when it is the only enabled signin transport,
+  // unless the redirect has been explicitly disabled via env.
+  const isOIDCOnlyTransport =
+    isOIDCSSOEnabled && !isEmailPasswordSigninEnabled && !isGoogleSSOEnabled && !isMicrosoftSSOEnabled;
+
+  const shouldAutoRedirectToOIDC = isOIDCOnlyTransport && !IS_OIDC_AUTO_REDIRECT_DISABLED;
+
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
+
   const isSignupEnabled =
     isSignupEnabledForProvider('email') ||
     (IS_GOOGLE_SSO_ENABLED && isSignupEnabledForProvider('google')) ||
@@ -47,18 +61,28 @@ export async function loader({ request }: Route.LoaderArgs) {
   }
 
   return {
+    isEmailPasswordSigninEnabled,
     isGoogleSSOEnabled,
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     isSignupEnabled,
     oidcProviderLabel,
     returnTo,
+    shouldAutoRedirectToOIDC,
   };
 }
 
 export default function SignIn({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, isSignupEnabled, oidcProviderLabel, returnTo } =
-    loaderData;
+  const {
+    isEmailPasswordSigninEnabled,
+    isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
+    isOIDCSSOEnabled,
+    isSignupEnabled,
+    oidcProviderLabel,
+    returnTo,
+    shouldAutoRedirectToOIDC,
+  } = loaderData;
 
   const { _ } = useLingui();
 
@@ -76,6 +100,27 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
     setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, []);
 
+  useEffect(() => {
+    if (!shouldAutoRedirectToOIDC) {
+      return;
+    }
+
+    void authClient.oidc.signIn({ redirectPath: returnTo ?? '/' });
+  }, [shouldAutoRedirectToOIDC, returnTo]);
+
+  if (shouldAutoRedirectToOIDC) {
+    return (
+      <div className="w-screen max-w-lg px-4">
+        <div className="flex flex-col items-center justify-center gap-y-4 py-12">
+          <Loader2Icon className="h-8 w-8 animate-spin text-muted-foreground" />
+          <p className="text-muted-foreground text-sm">
+            <Trans>Redirecting to {oidcProviderLabel || 'OIDC'}...</Trans>
+          </p>
+        </div>
+      </div>
+    );
+  }
+
   return (
     <div className="w-screen max-w-lg px-4">
       <div className="z-10 rounded-xl border border-border bg-neutral-100 p-6 dark:bg-background">
@@ -95,6 +140,7 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
         <hr className="-mx-6 my-4" />
 
         <SignInForm
+          isEmailPasswordSigninEnabled={isEmailPasswordSigninEnabled}
           isGoogleSSOEnabled={isGoogleSSOEnabled}
           isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}

apps/remix/package.json

@@ -106,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.13.0"
+  "version": "2.14.0"
 }

apps/remix/public/.well-known/security.txt

@@ -1,7 +1,14 @@
-# General Issues
+# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
+Contact: https://github.com/documenso/documenso/security/advisories/new
+
+# Alternatively, report critical issues privately by email.
+Contact: mailto:security@documenso.com
+
+# Security policy
+Policy: https://github.com/documenso/documenso/security/policy
+
+# General (non-security) issues
 Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
 
-# Report critical issues privately to let us take appropriate action before publishing.
-Contact: mailto:security@documenso.com
 Preferred-Languages: en
-Canonical: https://documenso.com/.well-known/security.txt
+Canonical: https://documenso.com/.well-known/security.txt

apps/remix/server/api/download/download.ts

@@ -1,20 +1,52 @@
+import { PDF_SIZE_A4_72PPI } from '@documenso/lib/constants/pdf';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { getEnvelopeById, getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { generateAuditLogPdf } from '@documenso/lib/server-only/pdf/generate-audit-log-pdf';
+import { generateCertificatePdf } from '@documenso/lib/server-only/pdf/generate-certificate-pdf';
 import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { buildTeamWhereQuery } from '@documenso/lib/utils/teams';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
-import { EnvelopeType } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
+import contentDisposition from 'content-disposition';
 import { Hono } from 'hono';
 
 import type { HonoEnv } from '../../router';
 import { handleEnvelopeItemFileRequest } from '../files/files.helpers';
 import {
   ZDownloadDocumentRequestParamsSchema,
+  ZDownloadEnvelopeAuditLogPdfRequestParamsSchema,
+  ZDownloadEnvelopeCertificatePdfRequestParamsSchema,
   ZDownloadEnvelopeItemRequestParamsSchema,
   ZDownloadEnvelopeItemRequestQuerySchema,
 } from './download.types';
 
+/**
+ * Resolve and validate an API token from the Authorization header.
+ *
+ * Supports both "Authorization: Bearer api_xxx" and "Authorization: api_xxx".
+ */
+const resolveApiToken = async (authorizationHeader: string | undefined) => {
+  const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+  if (!token) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, {
+      message: 'API token was not provided',
+    });
+  }
+
+  const apiToken = await getApiTokenByToken({ token });
+
+  if (apiToken.user.disabled) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, {
+      message: 'User is disabled',
+    });
+  }
+
+  return apiToken;
+};
+
 export const downloadRoute = new Hono<HonoEnv>()
   /**
    * Download an envelope item by its ID.
@@ -30,24 +62,8 @@ export const downloadRoute = new Hono<HonoEnv>()
       try {
         const { envelopeItemId } = c.req.valid('param');
         const { version } = c.req.valid('query');
-        const authorizationHeader = c.req.header('authorization');
 
-        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
-        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
-
-        if (!token) {
-          throw new AppError(AppErrorCode.UNAUTHORIZED, {
-            message: 'API token was not provided',
-          });
-        }
-
-        const apiToken = await getApiTokenByToken({ token });
-
-        if (apiToken.user.disabled) {
-          throw new AppError(AppErrorCode.UNAUTHORIZED, {
-            message: 'User is disabled',
-          });
-        }
+        const apiToken = await resolveApiToken(c.req.header('authorization'));
 
         logger.info({
           auth: 'api',
@@ -125,6 +141,180 @@ export const downloadRoute = new Hono<HonoEnv>()
       }
     },
   )
+  /**
+   * Download the audit log for a document as a PDF.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/envelope/:envelopeId/audit-log/download',
+    sValidator('param', ZDownloadEnvelopeAuditLogPdfRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { envelopeId } = c.req.valid('param');
+
+        const apiToken = await resolveApiToken(c.req.header('authorization'));
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          envelopeId,
+        });
+
+        const envelope = await getEnvelopeById({
+          id: {
+            type: 'envelopeId',
+            id: envelopeId,
+          },
+          type: EnvelopeType.DOCUMENT,
+          userId: apiToken.user.id,
+          teamId: apiToken.teamId,
+        }).catch(() => null);
+
+        if (!envelope) {
+          return c.json({ error: 'Document not found' }, 404);
+        }
+
+        const auditLogPdf = await generateAuditLogPdf({
+          envelope,
+          recipients: envelope.recipients,
+          fields: envelope.fields,
+          language: envelope.documentMeta.language,
+          envelopeOwner: {
+            email: envelope.user.email,
+            name: envelope.user.name || '',
+          },
+          envelopeItems: envelope.envelopeItems.map((item) => item.title),
+          pageWidth: PDF_SIZE_A4_72PPI.width,
+          pageHeight: PDF_SIZE_A4_72PPI.height,
+        });
+
+        const result = await auditLogPdf.save();
+
+        const baseTitle = envelope.title.replace(/\.pdf$/i, '');
+
+        c.header('Content-Type', 'application/pdf');
+        c.header('Content-Disposition', contentDisposition(`${baseTitle}_audit-log.pdf`));
+        c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
+
+        return c.body(result);
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          const { status, body } = AppError.toRestAPIError(error);
+
+          return c.json({ error: body.message, code: error.code }, status);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  )
+  /**
+   * Download the signing certificate for a completed document as a PDF.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/envelope/:envelopeId/certificate/download',
+    sValidator('param', ZDownloadEnvelopeCertificatePdfRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { envelopeId } = c.req.valid('param');
+
+        const apiToken = await resolveApiToken(c.req.header('authorization'));
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          envelopeId,
+        });
+
+        const { envelopeWhereInput } = await getEnvelopeWhereInput({
+          id: {
+            type: 'envelopeId',
+            id: envelopeId,
+          },
+          type: EnvelopeType.DOCUMENT,
+          userId: apiToken.user.id,
+          teamId: apiToken.teamId,
+        });
+
+        const envelope = await prisma.envelope.findFirst({
+          where: envelopeWhereInput,
+          include: {
+            recipients: true,
+            fields: {
+              include: {
+                signature: true,
+              },
+            },
+            documentMeta: true,
+            user: {
+              select: {
+                email: true,
+                name: true,
+              },
+            },
+          },
+        });
+
+        if (!envelope) {
+          return c.json({ error: 'Document not found' }, 404);
+        }
+
+        // A cancelled document was never sealed/completed, so a signing certificate
+        // must not be generated for it.
+        if (!isDocumentCompleted(envelope.status) || envelope.status === DocumentStatus.CANCELLED) {
+          throw new AppError('DOCUMENT_NOT_COMPLETE', {
+            message: 'Document is not complete',
+          });
+        }
+
+        const certificatePdf = await generateCertificatePdf({
+          envelope,
+          recipients: envelope.recipients,
+          fields: envelope.fields,
+          language: envelope.documentMeta.language,
+          envelopeOwner: {
+            email: envelope.user.email,
+            name: envelope.user.name || '',
+          },
+          pageWidth: PDF_SIZE_A4_72PPI.width,
+          pageHeight: PDF_SIZE_A4_72PPI.height,
+        });
+
+        const result = await certificatePdf.save();
+
+        const baseTitle = envelope.title.replace(/\.pdf$/i, '');
+
+        c.header('Content-Type', 'application/pdf');
+        c.header('Content-Disposition', contentDisposition(`${baseTitle}_certificate.pdf`));
+        c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
+
+        return c.body(result);
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          const { status, body } = AppError.toRestAPIError(error);
+
+          return c.json({ error: body.message, code: error.code }, status);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  )
   /**
    * Download a document by its ID.
    * Requires API key authentication via Authorization header.
@@ -134,24 +324,8 @@ export const downloadRoute = new Hono<HonoEnv>()
 
     try {
       const { documentId, version } = c.req.valid('param');
-      const authorizationHeader = c.req.header('authorization');
 
-      // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
-      const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
-
-      if (!token) {
-        throw new AppError(AppErrorCode.UNAUTHORIZED, {
-          message: 'API token was not provided',
-        });
-      }
-
-      const apiToken = await getApiTokenByToken({ token });
-
-      if (apiToken.user.disabled) {
-        throw new AppError(AppErrorCode.UNAUTHORIZED, {
-          message: 'User is disabled',
-        });
-      }
+      const apiToken = await resolveApiToken(c.req.header('authorization'));
 
       logger.info({
         auth: 'api',
@@ -200,11 +374,9 @@ export const downloadRoute = new Hono<HonoEnv>()
       logger.error(error);
 
       if (error instanceof AppError) {
-        if (error.code === AppErrorCode.UNAUTHORIZED) {
-          return c.json({ error: error.message }, 401);
-        }
+        const { status, body } = AppError.toRestAPIError(error);
 
-        return c.json({ error: error.message }, 400);
+        return c.json({ error: body.message, code: error.code }, status);
       }
 
       return c.json({ error: 'Internal server error' }, 500);

apps/remix/server/api/download/download.types.ts

@@ -30,3 +30,17 @@ export const ZDownloadDocumentRequestParamsSchema = z.object({
 });
 
 export type TDownloadDocumentRequestParams = z.infer<typeof ZDownloadDocumentRequestParamsSchema>;
+
+export const ZDownloadEnvelopeAuditLogPdfRequestParamsSchema = z.object({
+  envelopeId: z.string().describe('The ID of the envelope to download the audit log for.'),
+});
+
+export type TDownloadEnvelopeAuditLogPdfRequestParams = z.infer<typeof ZDownloadEnvelopeAuditLogPdfRequestParamsSchema>;
+
+export const ZDownloadEnvelopeCertificatePdfRequestParamsSchema = z.object({
+  envelopeId: z.string().describe('The ID of the envelope to download the certificate for.'),
+});
+
+export type TDownloadEnvelopeCertificatePdfRequestParams = z.infer<
+  typeof ZDownloadEnvelopeCertificatePdfRequestParamsSchema
+>;

docker/production/compose.yml

@@ -64,6 +64,12 @@ services:
       - NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=${NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP}
       - NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=${NEXT_PUBLIC_DISABLE_OIDC_SIGNUP}
       - NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=${NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS}
+      - NEXT_PUBLIC_DISABLE_SIGNIN=${NEXT_PUBLIC_DISABLE_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=${NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=${NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=${NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=${NEXT_PUBLIC_DISABLE_OIDC_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=${NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT}
       - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH:-/opt/documenso/cert.p12}
       - NEXT_PRIVATE_SIGNING_PASSPHRASE=${NEXT_PRIVATE_SIGNING_PASSPHRASE}
       - NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=${NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS}

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.13.0",
+  "version": "2.14.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.13.0",
+      "version": "2.14.0",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -406,7 +406,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.13.0",
+      "version": "2.14.0",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.13.0",
+  "version": "2.14.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",
@@ -35,7 +35,6 @@
     "with:env": "dotenv -e .env -e .env.local --",
     "reset:hard": "npm run clean && npm i && npm run prisma:generate",
     "precommit": "npm install && git add package.json package-lock.json",
-    "trigger:dev": "npm run with:env -- npx trigger-cli dev --handler-path=\"/api/jobs\"",
     "inngest:dev": "inngest dev -u http://localhost:3000/api/jobs",
     "make:version": "npm version --workspace @documenso/remix --include-workspace-root --no-git-tag-version -m \"v%s\"",
     "translate": "npm run translate:extract && npm run translate:compile",

packages/app-tests/e2e/api/v2/redistribute-send-status.spec.ts

@@ -0,0 +1,64 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+import { prisma } from '@documenso/prisma';
+import { SendStatus, SigningStatus } from '@documenso/prisma/client';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import type { Team, User } from '@prisma/client';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+test.describe('Redistribute updates recipient send status', () => {
+  let user: User, team: Team, token: string;
+
+  test.beforeEach(async () => {
+    ({ user, team } = await seedUser());
+    ({ token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    }));
+  });
+
+  test('marks a NOT_SENT signer as SENT after a successful resend', async ({ request }) => {
+    const document = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+
+    const [recipient] = document.recipients;
+
+    // Simulate a recipient that is stuck at NOT_SENT on a pending document
+    // (e.g. the initial send did not dispatch an email for them).
+    await prisma.recipient.update({
+      where: { id: recipient.id },
+      data: {
+        sendStatus: SendStatus.NOT_SENT,
+        signingStatus: SigningStatus.NOT_SIGNED,
+        sentAt: null,
+      },
+    });
+
+    const res = await request.post(`${baseUrl}/document/redistribute`, {
+      headers: { Authorization: `Bearer ${token}` },
+      data: {
+        documentId: mapSecondaryIdToDocumentId(document.secondaryId),
+        recipients: [recipient.id],
+      },
+    });
+
+    expect(res.ok(), `redistribute should succeed: ${await res.text()}`).toBeTruthy();
+
+    const updatedRecipient = await prisma.recipient.findFirstOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(updatedRecipient.sendStatus).toBe(SendStatus.SENT);
+    expect(updatedRecipient.sentAt).not.toBeNull();
+  });
+});

packages/app-tests/e2e/api/v2/reject-recipient-on-behalf-of.spec.ts

@@ -0,0 +1,260 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, SigningStatus, TeamMemberRole } from '@documenso/prisma/client';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { TRejectEnvelopeRecipientOnBehalfOfRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/reject-envelope-recipient-on-behalf-of.types';
+import { type APIRequestContext, expect, test } from '@playwright/test';
+import type { Team, User } from '@prisma/client';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+const rejectRecipient = (
+  request: APIRequestContext,
+  authToken: string,
+  envelopeId: string,
+  recipientId: number,
+  reason: string,
+  actAsEmail?: string,
+) => {
+  return request.post(`${baseUrl}/envelope/recipient/${recipientId}/reject`, {
+    headers: { Authorization: `Bearer ${authToken}`, 'Content-Type': 'application/json' },
+    data: {
+      envelopeId,
+      recipientId,
+      reason,
+      actAsEmail,
+    } satisfies TRejectEnvelopeRecipientOnBehalfOfRequest,
+  });
+};
+
+test.describe('Reject recipient on behalf of', () => {
+  let user: User;
+  let team: Team;
+  let token: string;
+
+  test.beforeEach(async () => {
+    ({ user, team } = await seedUser());
+    ({ token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test-reject-recipient',
+      expiresIn: null,
+    }));
+  });
+
+  test('should reject a recipient and record an external rejection audit log', async ({ request }) => {
+    const envelope = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+    const recipient = envelope.recipients[0];
+
+    const res = await rejectRecipient(request, token, envelope.id, recipient.id, 'Declined out of band');
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+
+    const updatedRecipient = await prisma.recipient.findUniqueOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(updatedRecipient.signingStatus).toBe(SigningStatus.REJECTED);
+    expect(updatedRecipient.rejectionReason).toBe('Declined out of band');
+
+    const auditLog = await prisma.documentAuditLog.findFirst({
+      where: {
+        envelopeId: envelope.id,
+        type: 'DOCUMENT_RECIPIENT_REJECTED',
+      },
+      orderBy: { createdAt: 'desc' },
+    });
+
+    expect(auditLog).not.toBeNull();
+
+    const auditData = auditLog!.data as Record<string, unknown>;
+
+    expect(auditData.recipientId).toBe(recipient.id);
+    expect(auditData.recipientEmail).toBe(recipient.email);
+    expect(auditData.reason).toBe('Declined out of band');
+    expect(auditData.isExternal).toBe(true);
+
+    // No actAsEmail supplied - the rejection defaults to the API user.
+    expect(auditLog!.userId).toBe(user.id);
+    expect(auditLog!.email).toBe(user.email);
+    expect(auditData.onBehalfOfUserEmail).toBeUndefined();
+  });
+
+  test('should attribute the rejection to the elected team member when actAsEmail is supplied', async ({ request }) => {
+    const member = await seedTeamMember({ teamId: team.id });
+
+    const envelope = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+    const recipient = envelope.recipients[0];
+
+    const res = await rejectRecipient(request, token, envelope.id, recipient.id, 'Declined out of band', member.email);
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+
+    const auditLog = await prisma.documentAuditLog.findFirstOrThrow({
+      where: {
+        envelopeId: envelope.id,
+        type: 'DOCUMENT_RECIPIENT_REJECTED',
+      },
+      orderBy: { createdAt: 'desc' },
+    });
+
+    // The audit log actor must be the elected member, not the API user.
+    expect(auditLog.userId).toBe(member.id);
+    expect(auditLog.email).toBe(member.email);
+
+    const auditData = auditLog.data as Record<string, unknown>;
+
+    expect(auditData.isExternal).toBe(true);
+    expect(auditData.onBehalfOfUserEmail).toBe(member.email);
+  });
+
+  test('should reject when actAsEmail is not a member of the team', async ({ request }) => {
+    // A user that exists but belongs to a different team.
+    const { user: outsider } = await seedUser();
+
+    const envelope = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+    const recipient = envelope.recipients[0];
+
+    const res = await rejectRecipient(
+      request,
+      token,
+      envelope.id,
+      recipient.id,
+      'Declined out of band',
+      outsider.email,
+    );
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+
+    // The recipient must remain untouched.
+    const untouchedRecipient = await prisma.recipient.findUniqueOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(untouchedRecipient.signingStatus).toBe(SigningStatus.NOT_SIGNED);
+    expect(untouchedRecipient.rejectionReason).toBeNull();
+  });
+
+  test('should deny rejecting a recipient that has already actioned the document', async ({ request }) => {
+    const envelope = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+    const recipient = envelope.recipients[0];
+
+    // Reject once - succeeds.
+    const firstRes = await rejectRecipient(request, token, envelope.id, recipient.id, 'First rejection');
+    expect(firstRes.ok()).toBeTruthy();
+
+    // Reject again - the recipient is no longer NOT_SIGNED.
+    const secondRes = await rejectRecipient(request, token, envelope.id, recipient.id, 'Second rejection');
+
+    expect(secondRes.ok()).toBeFalsy();
+    expect(secondRes.status()).toBe(400);
+
+    // The original rejection reason must remain unchanged.
+    const updatedRecipient = await prisma.recipient.findUniqueOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(updatedRecipient.rejectionReason).toBe('First rejection');
+  });
+
+  test('should not allow rejecting a recipient in another team', async ({ request }) => {
+    // Seed a separate team/user that owns the document.
+    const { user: otherUser, team: otherTeam } = await seedUser();
+
+    const envelope = await seedPendingDocument(otherUser, otherTeam.id, ['recipient@test.documenso.com']);
+    const recipient = envelope.recipients[0];
+
+    // Use the original team's token - it must not be able to reject.
+    const res = await rejectRecipient(request, token, envelope.id, recipient.id, 'Should not work');
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+
+    // The recipient must remain untouched.
+    const untouchedRecipient = await prisma.recipient.findUniqueOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(untouchedRecipient.signingStatus).toBe(SigningStatus.NOT_SIGNED);
+    expect(untouchedRecipient.rejectionReason).toBeNull();
+  });
+
+  test('should return 404 for a non-existent recipient', async ({ request }) => {
+    const envelope = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+
+    const res = await rejectRecipient(request, token, envelope.id, 999999999, 'No such recipient');
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should return 404 when the recipient does not belong to the supplied envelope', async ({ request }) => {
+    const targetEnvelope = await seedPendingDocument(user, team.id, ['recipient@test.documenso.com']);
+    const otherEnvelope = await seedPendingDocument(user, team.id, ['other-recipient@test.documenso.com']);
+
+    const recipient = targetEnvelope.recipients[0];
+
+    // Valid recipient ID, but paired with the wrong envelope ID.
+    const res = await rejectRecipient(request, token, otherEnvelope.id, recipient.id, 'Mismatched envelope');
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+
+    // The recipient must remain untouched.
+    const untouchedRecipient = await prisma.recipient.findUniqueOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(untouchedRecipient.signingStatus).toBe(SigningStatus.NOT_SIGNED);
+    expect(untouchedRecipient.rejectionReason).toBeNull();
+  });
+
+  test('should enforce document visibility: manager cannot reject on an ADMIN-only document', async ({ request }) => {
+    // The API token belongs to a MANAGER, who cannot see ADMIN-visibility docs.
+    const { team: visTeam, owner } = await seedTeam();
+    const manager = await seedTeamMember({ teamId: visTeam.id, role: TeamMemberRole.MANAGER });
+
+    const { token: managerToken } = await createApiToken({
+      userId: manager.id,
+      teamId: visTeam.id,
+      tokenName: 'manager-reject-token',
+      expiresIn: null,
+    });
+
+    // ADMIN-visibility document owned by the team owner.
+    const envelope = await seedPendingDocument(owner, visTeam.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+    const recipient = envelope.recipients[0];
+
+    const res = await rejectRecipient(
+      request,
+      managerToken,
+      envelope.id,
+      recipient.id,
+      'Should be hidden by visibility',
+    );
+
+    // Visibility failure surfaces as not-found, matching the canonical checks.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+
+    const untouchedRecipient = await prisma.recipient.findUniqueOrThrow({
+      where: { id: recipient.id },
+    });
+
+    expect(untouchedRecipient.signingStatus).toBe(SigningStatus.NOT_SIGNED);
+    expect(untouchedRecipient.rejectionReason).toBeNull();
+  });
+});

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-envelope-cert-audit-log.spec.ts

@@ -0,0 +1,284 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedCompletedDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { type APIRequestContext, expect, test } from '@playwright/test';
+import type { Team, User } from '@prisma/client';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+/**
+ * Create an API token directly, bypassing the role check in `createApiToken`.
+ *
+ * This simulates a token that was minted while the user had permission, and which
+ * survives a later downgrade to a lower team role (e.g. MEMBER). Such a token must
+ * still respect document visibility at request time.
+ */
+const seedApiTokenForUser = async ({
+  userId,
+  teamId,
+  tokenName,
+}: {
+  userId: number;
+  teamId: number;
+  tokenName: string;
+}) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: {
+      name: tokenName,
+      token: hashString(token),
+      expires: null,
+      userId,
+      teamId,
+    },
+  });
+
+  return { token };
+};
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+const downloadAuditLogPdf = (request: APIRequestContext, envelopeId: string, authToken?: string) => {
+  return request.get(`${API_BASE_URL}/envelope/${envelopeId}/audit-log/download`, {
+    headers: authToken ? { Authorization: `Bearer ${authToken}` } : {},
+  });
+};
+
+const downloadCertificatePdf = (request: APIRequestContext, envelopeId: string, authToken?: string) => {
+  return request.get(`${API_BASE_URL}/envelope/${envelopeId}/certificate/download`, {
+    headers: authToken ? { Authorization: `Bearer ${authToken}` } : {},
+  });
+};
+
+test.describe('Envelope certificate / audit log PDF download API V2 - access control', () => {
+  let userA: User, teamA: Team, userB: User, teamB: Team, tokenA: string, tokenB: string;
+
+  test.beforeEach(async () => {
+    ({ user: userA, team: teamA } = await seedUser());
+    ({ token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'userA',
+      expiresIn: null,
+    }));
+
+    ({ user: userB, team: teamB } = await seedUser());
+    ({ token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'userB',
+      expiresIn: null,
+    }));
+  });
+
+  test('should reject audit log download without an API token', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadAuditLogPdf(request, document.id);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should reject certificate download without an API token', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadCertificatePdf(request, document.id);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should reject audit log download from a user in a different team', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadAuditLogPdf(request, document.id, tokenB);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should reject certificate download from a user in a different team', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadCertificatePdf(request, document.id, tokenB);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should reject a disabled user downloading the audit log', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    await prisma.user.update({
+      where: { id: userA.id },
+      data: { disabled: true },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, tokenA);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should reject a disabled user downloading the certificate', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    await prisma.user.update({
+      where: { id: userA.id },
+      data: { disabled: true },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, tokenA);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should return 404 for a non-existent envelope id', async ({ request }) => {
+    const auditLogRes = await downloadAuditLogPdf(request, 'envelope_doesnotexist', tokenA);
+    expect(auditLogRes.status()).toBe(404);
+
+    const certificateRes = await downloadCertificatePdf(request, 'envelope_doesnotexist', tokenA);
+    expect(certificateRes.status()).toBe(404);
+  });
+});
+
+test.describe('Envelope certificate / audit log PDF download API V2 - document visibility', () => {
+  test.describe.configure({
+    mode: 'parallel',
+  });
+
+  test('should hide an ADMIN-only document from a downgraded member (audit log)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-audit-log-token',
+    });
+
+    // ADMIN-visibility document owned by the team owner - a member must not see it.
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, memberToken);
+
+    // Visibility failure surfaces as not-found, matching the canonical access checks.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide an ADMIN-only document from a downgraded member (certificate)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-certificate-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide a MANAGER_AND_ABOVE document from a downgraded member (audit log)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-manager-vis-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.MANAGER_AND_ABOVE },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide a MANAGER_AND_ABOVE document from a downgraded member (certificate)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-manager-vis-cert-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.MANAGER_AND_ABOVE },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide an ADMIN-only document from a downgraded manager (certificate)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+
+    const { token: managerToken } = await seedApiTokenForUser({
+      userId: manager.id,
+      teamId: team.id,
+      tokenName: 'manager-admin-vis-cert-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, managerToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should allow a member to download an EVERYONE-visibility document (audit log)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-everyone-vis-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.EVERYONE },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+    expect(res.headers()['content-type']).toContain('application/pdf');
+  });
+});

packages/app-tests/e2e/documents/document-visibility-access.spec.ts

@@ -0,0 +1,89 @@
+import { cancelDocument } from '@documenso/lib/server-only/document/cancel-document';
+import { deleteDocument } from '@documenso/lib/server-only/document/delete-document';
+import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+
+const requestMetadata = {
+  auth: null,
+  requestMetadata: {},
+  source: 'app' as const,
+};
+
+test.describe.configure({ mode: 'parallel' });
+
+const canReadEnvelope = async (envelopeId: string, userId: number, teamId: number) => {
+  try {
+    await getEnvelopeWhereInput({
+      id: { type: 'envelopeId', id: envelopeId },
+      userId,
+      teamId,
+      type: null,
+    }).then(({ envelopeWhereInput }) => prisma.envelope.findFirstOrThrow({ where: envelopeWhereInput }));
+
+    return true;
+  } catch {
+    return false;
+  }
+};
+
+test('[DOCUMENTS]: a member cannot delete a document with restricted visibility', async () => {
+  const { user: owner, team } = await seedUser();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: {
+      visibility: DocumentVisibility.ADMIN,
+      status: DocumentStatus.DRAFT,
+    },
+  });
+
+  // The member cannot read an ADMIN-visibility document, so they must not be
+  // able to delete it either.
+  expect(await canReadEnvelope(envelope.id, member.id, team.id)).toBe(false);
+
+  await expect(
+    deleteDocument({
+      id: { type: 'envelopeId', id: envelope.id },
+      userId: member.id,
+      teamId: team.id,
+      requestMetadata,
+    }),
+  ).rejects.toThrow();
+
+  const stillExists = await prisma.envelope.findUnique({ where: { id: envelope.id } });
+  expect(stillExists).not.toBeNull();
+});
+
+test('[DOCUMENTS]: a manager cannot cancel a document with restricted visibility', async () => {
+  const { user: owner, team } = await seedUser();
+  const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: {
+      visibility: DocumentVisibility.ADMIN,
+      status: DocumentStatus.PENDING,
+    },
+  });
+
+  // A manager outranks a member but still cannot read an ADMIN-visibility
+  // document, so cancellation must be blocked despite the sufficient role.
+  expect(await canReadEnvelope(envelope.id, manager.id, team.id)).toBe(false);
+
+  await expect(
+    cancelDocument({
+      id: { type: 'envelopeId', id: envelope.id },
+      userId: manager.id,
+      teamId: team.id,
+      reason: 'test-cancel',
+      requestMetadata,
+    }),
+  ).rejects.toThrow();
+
+  const after = await prisma.envelope.findUnique({ where: { id: envelope.id } });
+  expect(after?.status).toBe(DocumentStatus.PENDING);
+});

packages/app-tests/e2e/envelope-editor-v2/attachment-url-validation.spec.ts

@@ -0,0 +1,70 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam } from '@documenso/prisma/seed/teams';
+import { expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({ mode: 'parallel' });
+
+const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: { name: 'attachment-url-test', token: hashString(token), expires: null, userId, teamId },
+  });
+
+  return { token };
+};
+
+/**
+ * Attachment URLs are rendered as link hrefs, so they must be restricted to
+ * http(s). The API must reject any other scheme.
+ */
+const NON_HTTP_URLS = [
+  'javascript:alert(document.cookie)',
+  'data:text/html,<script>alert(1)</script>',
+  'vbscript:msgbox(1)',
+  'file:///etc/passwd',
+];
+
+test('[ATTACHMENTS]: rejects attachment URLs with a non-http(s) protocol', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const { token } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id);
+
+  for (const url of NON_HTTP_URLS) {
+    const res = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+      headers: { Authorization: `Bearer ${token}`, 'Content-Type': 'application/json' },
+      data: { envelopeId: envelope.id, data: { label: 'attachment', data: url } },
+    });
+
+    expect(res.ok(), `expected ${url} to be rejected`).toBe(false);
+  }
+
+  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
+  expect(attachments).toHaveLength(0);
+});
+
+test('[ATTACHMENTS]: accepts attachment URLs with an http(s) protocol', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const { token } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id);
+
+  const res = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${token}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'safe', data: 'https://example.com/file.pdf' } },
+  });
+
+  expect(res.ok()).toBe(true);
+
+  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
+  expect(attachments).toHaveLength(1);
+  expect(attachments[0].data).toBe('https://example.com/file.pdf');
+});

packages/app-tests/e2e/envelope-editor-v2/attachment-visibility-access.spec.ts

@@ -0,0 +1,121 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { type APIRequestContext, expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({ mode: 'parallel' });
+
+const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: { name: 'attachment-access-test', token: hashString(token), expires: null, userId, teamId },
+  });
+
+  return { token };
+};
+
+const canReadEnvelope = async (request: APIRequestContext, token: string, envelopeId: string) => {
+  const res = await request.get(`${API_BASE_URL}/envelope/${envelopeId}`, {
+    headers: { Authorization: `Bearer ${token}` },
+  });
+
+  return res.ok();
+};
+
+/**
+ * Attachment create/update/delete/list must enforce document visibility, not
+ * just team membership. A member whose visibility tier excludes a restricted
+ * envelope must not be able to read or mutate its attachments.
+ */
+test('[ATTACHMENTS]: a member cannot create or delete attachments on a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
+
+  const createRes = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${memberToken}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'attachment', data: 'https://example.com' } },
+  });
+
+  expect(createRes.ok()).toBe(false);
+
+  // No attachment should have been created.
+  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
+  expect(attachments).toHaveLength(0);
+});
+
+test('[ATTACHMENTS]: a member cannot update an attachment on a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: ownerToken } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  // The owner (who can see the document) creates the attachment.
+  const createRes = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${ownerToken}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'original', data: 'https://example.com/original' } },
+  });
+  expect(createRes.ok()).toBe(true);
+  const attachment = await createRes.json();
+
+  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
+
+  const updateRes = await request.post(`${API_BASE_URL}/envelope/attachment/update`, {
+    headers: { Authorization: `Bearer ${memberToken}`, 'Content-Type': 'application/json' },
+    data: { id: attachment.id, data: { label: 'tampered', data: 'https://example.com/tampered' } },
+  });
+
+  expect(updateRes.ok()).toBe(false);
+
+  const persisted = await prisma.envelopeAttachment.findUnique({ where: { id: attachment.id } });
+  expect(persisted?.label).toBe('original');
+});
+
+test('[ATTACHMENTS]: a member cannot list attachments on a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: ownerToken } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${ownerToken}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'restricted', data: 'https://example.com/restricted' } },
+  });
+
+  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
+
+  const findRes = await request.get(`${API_BASE_URL}/envelope/attachment?envelopeId=${envelope.id}`, {
+    headers: { Authorization: `Bearer ${memberToken}` },
+  });
+
+  expect(findRes.ok()).toBe(false);
+
+  const body = findRes.ok() ? await findRes.json() : null;
+  const attachments = body?.data ?? [];
+  expect(attachments).toHaveLength(0);
+});

packages/app-tests/e2e/envelope-editor-v2/envelope-actions.spec.ts

@@ -3,6 +3,7 @@ import path from 'node:path';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { prisma } from '@documenso/prisma';
+import { seedDraftDocument } from '@documenso/prisma/seed/documents';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 import { seedUser } from '@documenso/prisma/seed/users';
 import type {
@@ -302,6 +303,95 @@ test.describe('document editor', () => {
     expect(envelopes.length).toBeGreaterThanOrEqual(2);
   });
 
+  test('duplicate document without recipients excludes recipients and fields', async ({ page }) => {
+    const { user, team } = await seedUser();
+
+    // Seed a draft document that has a recipient with a field.
+    const document = await seedDraftDocument(user, team.id, ['signer@test.documenso.com'], {
+      key: `dup-exclude-recipients-${Date.now()}`,
+      internalVersion: 2,
+    });
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents/${document.id}/edit`,
+    });
+
+    await expect(page.getByRole('heading', { name: 'Documents' })).toBeVisible();
+
+    // Open the duplicate dialog.
+    await page.locator('button[title="Duplicate Envelope"]').click();
+    await expect(page.getByRole('heading', { name: 'Duplicate Document' })).toBeVisible();
+
+    // Uncheck "Include Recipients" — this also disables and unchecks "Include Fields".
+    await page.getByLabel('Include Recipients').click();
+    await expect(page.getByLabel('Include Fields')).toBeDisabled();
+
+    // Duplicate.
+    await page.getByRole('button', { name: 'Duplicate' }).click();
+    await expectToastTextToBeVisible(page, 'Document Duplicated');
+    await expect(page).toHaveURL(/\/documents\/.*\/edit/);
+
+    // The duplicate should have neither recipients nor fields.
+    const duplicate = await prisma.envelope.findFirstOrThrow({
+      where: {
+        teamId: team.id,
+        type: EnvelopeType.DOCUMENT,
+        id: { not: document.id },
+      },
+      include: { recipients: true, fields: true },
+      orderBy: { createdAt: 'desc' },
+    });
+
+    expect(duplicate.recipients).toHaveLength(0);
+    expect(duplicate.fields).toHaveLength(0);
+  });
+
+  test('duplicate document without fields keeps recipients but excludes fields', async ({ page }) => {
+    const { user, team } = await seedUser();
+
+    // Seed a draft document that has a recipient with a field.
+    const document = await seedDraftDocument(user, team.id, ['signer@test.documenso.com'], {
+      key: `dup-exclude-fields-${Date.now()}`,
+      internalVersion: 2,
+    });
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents/${document.id}/edit`,
+    });
+
+    await expect(page.getByRole('heading', { name: 'Documents' })).toBeVisible();
+
+    // Open the duplicate dialog.
+    await page.locator('button[title="Duplicate Envelope"]').click();
+    await expect(page.getByRole('heading', { name: 'Duplicate Document' })).toBeVisible();
+
+    // Uncheck only "Include Fields" (recipients stay included).
+    await page.getByLabel('Include Fields').click();
+
+    // Duplicate.
+    await page.getByRole('button', { name: 'Duplicate' }).click();
+    await expectToastTextToBeVisible(page, 'Document Duplicated');
+    await expect(page).toHaveURL(/\/documents\/.*\/edit/);
+
+    // The duplicate should keep the recipient but have no fields.
+    const duplicate = await prisma.envelope.findFirstOrThrow({
+      where: {
+        teamId: team.id,
+        type: EnvelopeType.DOCUMENT,
+        id: { not: document.id },
+      },
+      include: { recipients: true, fields: true },
+      orderBy: { createdAt: 'desc' },
+    });
+
+    expect(duplicate.recipients).toHaveLength(1);
+    expect(duplicate.fields).toHaveLength(0);
+  });
+
   test('download PDF dialog shows envelope items', async ({ page }) => {
     await openDocumentEnvelopeEditor(page);
 

packages/app-tests/e2e/envelope-editor-v2/envelope-fields.spec.ts

@@ -20,7 +20,7 @@ import {
   type TEnvelopeEditorSurface,
 } from '../fixtures/envelope-editor';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
-import { getKonvaElementCountForPage } from '../fixtures/konva';
+import { getKonvaElementCountForPage, getKonvaTransformerNodeCountForPage } from '../fixtures/konva';
 
 type TFieldFlowResult = {
   externalId: string;
@@ -46,6 +46,7 @@ const updateExternalId = async (surface: TEnvelopeEditorSurface, externalId: str
 
   if (!surface.isEmbedded) {
     await expectToastTextToBeVisible(surface.root, 'Envelope updated');
+    await surface.root.getByTestId('toast-close').click();
   }
 };
 
@@ -98,6 +99,17 @@ const selectFieldOnCanvas = async (root: Page, position: { x: number; y: number
   await canvas.click({ position, force: true });
 };
 
+/**
+ * Shift+click a field on the canvas to toggle it in/out of the current multi-selection.
+ */
+const shiftClickFieldOnCanvas = async (root: Page, position: { x: number; y: number }) => {
+  const canvas = root.locator('.konva-container canvas').first();
+  await expect(canvas).toBeVisible();
+  await root.waitForTimeout(300);
+  // Use force:true to bypass any floating action toolbar buttons that may intercept clicks.
+  await canvas.click({ position, modifiers: ['Shift'], force: true });
+};
+
 const runAddAndPersistSignatureTextFields = async (surface: TEnvelopeEditorSurface): Promise<TFieldFlowResult> => {
   const externalId = `e2e-fields-${nanoid()}`;
 
@@ -760,9 +772,106 @@ const assertChangeFieldTypePersistedInDatabase = async ({
   expect(actualMetaTypes).toEqual(['date', 'date']);
 };
 
+// --- Shift+click multi-select flow ---
+
+type TShiftClickFlowResult = {
+  externalId: string;
+};
+
+const SHIFT_CLICK_FIELD_POSITIONS = {
+  signature: { x: 150, y: 120 },
+  text: { x: 150, y: 260 },
+  name: { x: 150, y: 400 },
+};
+
+const runShiftClickMultiSelectFlow = async (surface: TEnvelopeEditorSurface): Promise<TShiftClickFlowResult> => {
+  const externalId = `e2e-shift-click-${nanoid()}`;
+  const root = surface.root;
+
+  if (surface.isEmbedded && !surface.envelopeId) {
+    await addEnvelopeItemPdf(root, 'embedded-fields.pdf');
+  }
+
+  await updateExternalId(surface, externalId);
+  await setupRecipientsForFieldPlacement(surface);
+
+  await clickEnvelopeEditorStep(root, 'addFields');
+  await expect(root.locator('.konva-container canvas').first()).toBeVisible();
+
+  // Place three fields, spaced far enough apart that their action toolbars don't
+  // overlap a neighbouring field's click target.
+  await placeFieldOnPdf(root, 'Signature', SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await placeFieldOnPdf(root, 'Text', SHIFT_CLICK_FIELD_POSITIONS.text);
+  await placeFieldOnPdf(root, 'Name', SHIFT_CLICK_FIELD_POSITIONS.name);
+  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(3);
+
+  // A plain click selects exactly one field.
+  await selectFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(1);
+
+  // Shift+click a second field ADDS it to the selection (the new behaviour).
+  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.text);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(2);
+
+  // Shift+click an already-selected field REMOVES it from the selection.
+  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(1);
+
+  // Shift+click it again RE-ADDS it, leaving Signature + Text selected and Name excluded.
+  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(2);
+
+  // Delete the two selected fields via the floating action toolbar. Only the
+  // un-selected Name field should remain -- proving the multi-selection contained
+  // exactly the two Shift-clicked fields.
+  await expect(root.locator('button[title="Remove"]')).toBeVisible();
+  await root.locator('button[title="Remove"]').click();
+  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(1);
+
+  // Navigate away and back to verify persistence.
+  await clickEnvelopeEditorStep(root, 'upload');
+  await clickEnvelopeEditorStep(root, 'addFields');
+  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(1);
+
+  return { externalId };
+};
+
+const assertShiftClickMultiSelectPersistedInDatabase = async ({
+  surface,
+  externalId,
+}: {
+  surface: TEnvelopeEditorSurface;
+  externalId: string;
+}) => {
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: {
+      externalId,
+      userId: surface.userId,
+      teamId: surface.teamId,
+      type: surface.envelopeType,
+    },
+    orderBy: { createdAt: 'desc' },
+    include: { fields: true },
+  });
+
+  // Signature + Text were multi-selected via Shift+click and deleted; only Name remains.
+  expect(envelope.fields).toHaveLength(1);
+  expect(envelope.fields[0].type).toBe(FieldType.NAME);
+};
+
 // --- Test describe blocks ---
 
 test.describe('document editor', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openDocumentEnvelopeEditor(page);
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openDocumentEnvelopeEditor(page);
     const result = await runAddAndPersistSignatureTextFields(surface);
@@ -815,6 +924,16 @@ test.describe('document editor', () => {
 });
 
 test.describe('template editor', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openTemplateEnvelopeEditor(page);
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openTemplateEnvelopeEditor(page);
     const result = await runAddAndPersistSignatureTextFields(surface);
@@ -867,6 +986,21 @@ test.describe('template editor', () => {
 });
 
 test.describe('embedded create', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openEmbeddedEnvelopeEditor(page, {
+      envelopeType: 'DOCUMENT',
+      tokenNamePrefix: 'e2e-embed-shift-click',
+    });
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await persistEmbeddedEnvelope(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openEmbeddedEnvelopeEditor(page, {
       envelopeType: 'DOCUMENT',
@@ -944,6 +1078,22 @@ test.describe('embedded create', () => {
 });
 
 test.describe('embedded edit', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openEmbeddedEnvelopeEditor(page, {
+      envelopeType: 'TEMPLATE',
+      mode: 'edit',
+      tokenNamePrefix: 'e2e-embed-shift-click',
+    });
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await persistEmbeddedEnvelope(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openEmbeddedEnvelopeEditor(page, {
       envelopeType: 'TEMPLATE',

packages/app-tests/e2e/envelopes/envelope-expiration-send.spec.ts

@@ -270,7 +270,7 @@ test('[ENVELOPE_EXPIRATION]: resending refreshes expiresAt', async ({ page }) =>
   await page.getByLabel('test.documenso.com').first().click();
   await page.getByRole('button', { name: 'Send reminder' }).click();
 
-  await expect(page.getByText('Document re-sent', { exact: true })).toBeVisible({
+  await expect(page.getByText('Document resent', { exact: true })).toBeVisible({
     timeout: 10_000,
   });
 

packages/app-tests/e2e/fixtures/konva.ts

@@ -16,3 +16,35 @@ export const getKonvaElementCountForPage = async (page: Page, pageNumber: number
     { pageNumber, elementSelector },
   );
 };
+
+/**
+ * Returns how many field groups are currently attached to the page's Konva
+ * transformer, i.e. the size of the active canvas selection. Used to assert
+ * multi-select behaviour (marquee drag and Shift+click).
+ */
+export const getKonvaTransformerNodeCountForPage = async (page: Page, pageNumber: number) => {
+  await page.locator('.konva-container canvas').first().waitFor({ state: 'visible' });
+
+  return await page.evaluate(
+    ({ pageNumber }) => {
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      const konva: typeof Konva = (window as unknown as { Konva: typeof Konva }).Konva;
+
+      const stage = konva.stages.find((stage) => stage.attrs.id === `page-${pageNumber}`);
+
+      if (!stage) {
+        return 0;
+      }
+
+      const transformer = stage.find('Transformer')[0];
+
+      if (!transformer) {
+        return 0;
+      }
+
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      return (transformer as Konva.Transformer).nodes().length;
+    },
+    { pageNumber },
+  );
+};

packages/app-tests/e2e/organisations/organisation-permission-hierarchy.spec.ts

@@ -0,0 +1,406 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { generateDatabaseId, nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+import { OrganisationGroupType, type OrganisationMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+/**
+ * Calls a tRPC mutation directly using the cookies of whoever is currently
+ * signed in on the page context. This deliberately bypasses the UI: the
+ * authorisation checks under test live on the server, and the UI may simply
+ * hide a button rather than reject the request, which would mask a backend gap.
+ */
+const trpcMutation = async (page: Page, procedure: string, input: Record<string, unknown>) => {
+  return await page.request.post(`${WEBAPP_BASE_URL}/api/trpc/${procedure}`, {
+    headers: { 'content-type': 'application/json' },
+    data: JSON.stringify({ json: input }),
+  });
+};
+
+const getOrganisationMember = async (userId: number, organisationId: string) => {
+  return await prisma.organisationMember.findFirstOrThrow({
+    where: {
+      userId,
+      organisationId,
+    },
+  });
+};
+
+const createCustomGroup = async (organisationId: string, organisationRole: OrganisationMemberRole) => {
+  return await prisma.organisationGroup.create({
+    data: {
+      id: generateDatabaseId('org_group'),
+      organisationId,
+      name: `custom-${organisationRole}-${nanoid()}`,
+      type: OrganisationGroupType.CUSTOM,
+      organisationRole,
+    },
+  });
+};
+
+const createPendingInvite = async (organisationId: string, organisationRole: OrganisationMemberRole) => {
+  return await prisma.organisationMemberInvite.create({
+    data: {
+      id: generateDatabaseId('member_invite'),
+      email: `invite-${nanoid()}@test.documenso.com`,
+      token: nanoid(32),
+      organisationId,
+      organisationRole,
+    },
+  });
+};
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: member deletion', () => {
+  test('a manager cannot delete an admin via member.delete', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser, adminUser] = await seedOrganisationMembers({
+      members: [
+        { name: 'Manager', organisationRole: 'MANAGER' },
+        { name: 'Admin', organisationRole: 'ADMIN' },
+      ],
+      organisationId: organisation.id,
+    });
+
+    const adminMember = await getOrganisationMember(adminUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.delete', {
+      organisationId: organisation.id,
+      organisationMemberId: adminMember.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    // The admin must still be a member of the organisation.
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: adminMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager cannot delete an admin via member.deleteMany', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser, adminUser] = await seedOrganisationMembers({
+      members: [
+        { name: 'Manager', organisationRole: 'MANAGER' },
+        { name: 'Admin', organisationRole: 'ADMIN' },
+      ],
+      organisationId: organisation.id,
+    });
+
+    const adminMember = await getOrganisationMember(adminUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [adminMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: adminMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager cannot delete the organisation owner', async ({ page }) => {
+    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [ownerMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: ownerMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('an admin cannot delete the organisation owner', async ({ page }) => {
+    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [adminUser] = await seedOrganisationMembers({
+      members: [{ name: 'Admin', organisationRole: 'ADMIN' }],
+      organisationId: organisation.id,
+    });
+
+    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
+
+    await apiSignin({ page, email: adminUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [ownerMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: ownerMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager can still delete a regular member (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser, memberUser] = await seedOrganisationMembers({
+      members: [
+        { name: 'Manager', organisationRole: 'MANAGER' },
+        { name: 'Member', organisationRole: 'MEMBER' },
+      ],
+      organisationId: organisation.id,
+    });
+
+    const member = await getOrganisationMember(memberUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [member.id],
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const deleted = await prisma.organisationMember.findFirst({
+      where: { id: member.id },
+    });
+
+    expect(deleted).toBeNull();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: group deletion', () => {
+  test('a manager cannot delete an admin-role group', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const adminGroup = await createCustomGroup(organisation.id, 'ADMIN');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.group.delete', {
+      organisationId: organisation.id,
+      groupId: adminGroup.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationGroup.findFirst({
+      where: { id: adminGroup.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager can delete a member-role group (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const memberGroup = await createCustomGroup(organisation.id, 'MEMBER');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.group.delete', {
+      organisationId: organisation.id,
+      groupId: memberGroup.id,
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const deleted = await prisma.organisationGroup.findFirst({
+      where: { id: memberGroup.id },
+    });
+
+    expect(deleted).toBeNull();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: invite resend', () => {
+  test('a manager cannot resend an admin-role invite', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const adminInvite = await createPendingInvite(organisation.id, 'ADMIN');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.invite.resend', {
+      organisationId: organisation.id,
+      invitationId: adminInvite.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+  });
+
+  test('a manager can resend a member-role invite (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const memberInvite = await createPendingInvite(organisation.id, 'MEMBER');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.invite.resend', {
+      organisationId: organisation.id,
+      invitationId: memberInvite.id,
+    });
+
+    expect(res.ok()).toBeTruthy();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: leaving an organisation', () => {
+  test('the owner cannot leave without transferring ownership first', async ({ page }) => {
+    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
+
+    await apiSignin({ page, email: ownerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.leave', {
+      organisationId: organisation.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: ownerMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a non-owner member can still leave (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [memberUser] = await seedOrganisationMembers({
+      members: [{ name: 'Member', organisationRole: 'MEMBER' }],
+      organisationId: organisation.id,
+    });
+
+    const member = await getOrganisationMember(memberUser.id, organisation.id);
+
+    await apiSignin({ page, email: memberUser.email });
+
+    const res = await trpcMutation(page, 'organisation.leave', {
+      organisationId: organisation.id,
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const deleted = await prisma.organisationMember.findFirst({
+      where: { id: member.id },
+    });
+
+    expect(deleted).toBeNull();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: group membership scoping', () => {
+  test('cannot add a member from another organisation to a group', async ({ page }) => {
+    // Organisation A, where the actor is the owner/admin.
+    const { user: actor, organisation: organisationA } = await seedUser({
+      isPersonalOrganisation: false,
+    });
+
+    // A separate organisation B with a member the actor has no authority over.
+    const { organisation: organisationB } = await seedUser({ isPersonalOrganisation: false });
+    const [foreignUser] = await seedOrganisationMembers({
+      members: [{ name: 'Foreign', organisationRole: 'MEMBER' }],
+      organisationId: organisationB.id,
+    });
+
+    const foreignMember = await getOrganisationMember(foreignUser.id, organisationB.id);
+
+    // A custom group the actor legitimately controls in organisation A.
+    const groupA = await createCustomGroup(organisationA.id, 'MEMBER');
+
+    await apiSignin({ page, email: actor.email });
+
+    const res = await trpcMutation(page, 'organisation.group.update', {
+      id: groupA.id,
+      memberIds: [foreignMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const injectedMembership = await prisma.organisationGroupMember.findFirst({
+      where: { groupId: groupA.id, organisationMemberId: foreignMember.id },
+    });
+
+    expect(injectedMembership).toBeNull();
+  });
+
+  test('can add a member from the same organisation to a group (positive control)', async ({ page }) => {
+    const { user: actor, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [memberUser] = await seedOrganisationMembers({
+      members: [{ name: 'Member', organisationRole: 'MEMBER' }],
+      organisationId: organisation.id,
+    });
+
+    const member = await getOrganisationMember(memberUser.id, organisation.id);
+
+    const group = await createCustomGroup(organisation.id, 'MEMBER');
+
+    await apiSignin({ page, email: actor.email });
+
+    const res = await trpcMutation(page, 'organisation.group.update', {
+      id: group.id,
+      memberIds: [member.id],
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const membership = await prisma.organisationGroupMember.findFirst({
+      where: { groupId: group.id, organisationMemberId: member.id },
+    });
+
+    expect(membership).not.toBeNull();
+  });
+});

packages/app-tests/e2e/recipient/recipient-visibility-access.spec.ts

@@ -0,0 +1,72 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedCompletedDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({ mode: 'parallel' });
+
+const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: { name: 'recipient-access-test', token: hashString(token), expires: null, userId, teamId },
+  });
+
+  return { token };
+};
+
+/**
+ * Reading a recipient exposes its signing token (a bearer credential), so the
+ * recipient read must enforce document visibility — a member who cannot read a
+ * restricted document must not be able to read its recipients either. This
+ * mirrors the field read, which is asserted as a control below.
+ */
+test('[RECIPIENT]: a member cannot read a recipient of a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  const recipient = await prisma.recipient.findFirstOrThrow({ where: { envelopeId: document.id } });
+
+  const res = await request.get(`${API_BASE_URL}/envelope/recipient/${recipient.id}`, {
+    headers: { Authorization: `Bearer ${memberToken}` },
+  });
+
+  expect(res.status()).toBe(404);
+
+  const body = res.ok() ? await res.json() : null;
+  expect(body?.token).toBeUndefined();
+});
+
+test('[RECIPIENT]: a member cannot read a field of a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  const field = await prisma.field.findFirst({ where: { envelopeId: document.id } });
+
+  test.skip(!field, 'No field seeded on completed document');
+
+  const res = await request.get(`${API_BASE_URL}/envelope/field/${field!.id}`, {
+    headers: { Authorization: `Bearer ${memberToken}` },
+  });
+
+  expect(res.status()).toBe(404);
+});

packages/app-tests/e2e/teams/team-documents.spec.ts

@@ -238,7 +238,7 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
   await page.getByLabel('test.documenso.com').first().click();
   await page.getByRole('button', { name: 'Send reminder' }).click();
 
-  await expectToastTextToBeVisible(page, 'Document re-sent');
+  await expectToastTextToBeVisible(page, 'Document resent');
 });
 
 test('[TEAMS]: delete draft team document', async ({ page }) => {

packages/app-tests/e2e/teams/team-groups.spec.ts

@@ -0,0 +1,163 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { generateDatabaseId } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+import { OrganisationGroupType, OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({ mode: 'parallel' });
+
+/**
+ * Calls a team-group tRPC mutation directly, bypassing the UI.
+ *
+ * The UI only ever surfaces CUSTOM / INTERNAL_ORGANISATION groups, so these
+ * authorisation rules must be enforced on the server - a crafted request can
+ * target any `teamGroupId`, including the system-managed INTERNAL_TEAM groups.
+ */
+const callTeamGroupMutation = (
+  page: Page,
+  procedure: 'team.group.delete' | 'team.group.update',
+  teamId: number,
+  input: Record<string, unknown>,
+) =>
+  page.context().request.post(`${WEBAPP_BASE_URL}/api/trpc/${procedure}`, {
+    headers: { 'content-type': 'application/json', 'x-team-id': teamId.toString() },
+    data: JSON.stringify({ json: input }),
+  });
+
+/**
+ * Every team is created with three system-managed INTERNAL_TEAM groups
+ * (admin/manager/member). They are the backbone of team-specific access and,
+ * like organisation internal groups, must not be deletable - deleting them
+ * silently strips team members of access while leaving the team row in place.
+ */
+test('[TEAMS]: internal team groups cannot be deleted via the API', async ({ page }) => {
+  // Member inheritance OFF: membership is granted exclusively through the team's
+  // INTERNAL_TEAM groups, so removing them is what causes the access loss.
+  const { user: owner, team } = await seedUser({ inheritMembers: false });
+
+  // A direct team member whose access depends on the INTERNAL_TEAM member group.
+  const directMember = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await apiSignin({ page, email: owner.email });
+
+  const internalTeamGroups = await prisma.teamGroup.findMany({
+    where: {
+      teamId: team.id,
+      organisationGroup: { type: OrganisationGroupType.INTERNAL_TEAM },
+    },
+  });
+
+  // admin + manager + member.
+  expect(internalTeamGroups).toHaveLength(3);
+
+  for (const group of internalTeamGroups) {
+    const response = await callTeamGroupMutation(page, 'team.group.delete', team.id, {
+      teamId: team.id,
+      teamGroupId: group.id,
+    });
+
+    expect(response.status(), `INTERNAL_TEAM ${group.teamRole} group must not be deletable`).not.toBe(200);
+  }
+
+  // None of the internal groups were removed.
+  const remaining = await prisma.teamGroup.count({
+    where: {
+      teamId: team.id,
+      organisationGroup: { type: OrganisationGroupType.INTERNAL_TEAM },
+    },
+  });
+
+  expect(remaining).toBe(3);
+
+  // The direct member therefore keeps their team access.
+  const memberStillHasAccess = await prisma.teamGroup.findFirst({
+    where: {
+      teamId: team.id,
+      organisationGroup: {
+        type: OrganisationGroupType.INTERNAL_TEAM,
+        organisationGroupMembers: {
+          some: { organisationMember: { userId: directMember.id } },
+        },
+      },
+    },
+  });
+
+  expect(memberStillHasAccess).not.toBeNull();
+});
+
+/**
+ * Guards against over-blocking: user-created (CUSTOM) team groups are not
+ * internal and must remain removable by team managers/admins.
+ */
+test('[TEAMS]: custom team groups can still be deleted', async ({ page }) => {
+  const { user: owner, organisation, team } = await seedUser({ inheritMembers: false });
+
+  const customGroup = await prisma.organisationGroup.create({
+    data: {
+      id: generateDatabaseId('org_group'),
+      name: `custom-${team.url}`,
+      type: OrganisationGroupType.CUSTOM,
+      organisationRole: OrganisationMemberRole.MEMBER,
+      organisationId: organisation.id,
+      teamGroups: {
+        create: {
+          id: generateDatabaseId('team_group'),
+          teamId: team.id,
+          teamRole: TeamMemberRole.MEMBER,
+        },
+      },
+    },
+    include: { teamGroups: true },
+  });
+
+  const customTeamGroup = customGroup.teamGroups[0];
+
+  await apiSignin({ page, email: owner.email });
+
+  const response = await callTeamGroupMutation(page, 'team.group.delete', team.id, {
+    teamId: team.id,
+    teamGroupId: customTeamGroup.id,
+  });
+
+  expect(response.status()).toBe(200);
+
+  const deleted = await prisma.teamGroup.findUnique({ where: { id: customTeamGroup.id } });
+
+  expect(deleted).toBeNull();
+});
+
+/**
+ * The same root cause affects updates: an INTERNAL_TEAM group's role must not be
+ * editable either, otherwise a team admin could rewrite the backbone roles
+ * (e.g. promote the member group to admin).
+ */
+test('[TEAMS]: internal team groups cannot be updated via the API', async ({ page }) => {
+  const { user: owner, team } = await seedUser({ inheritMembers: false });
+
+  await apiSignin({ page, email: owner.email });
+
+  const internalMemberGroup = await prisma.teamGroup.findFirstOrThrow({
+    where: {
+      teamId: team.id,
+      teamRole: TeamMemberRole.MEMBER,
+      organisationGroup: { type: OrganisationGroupType.INTERNAL_TEAM },
+    },
+  });
+
+  const response = await callTeamGroupMutation(page, 'team.group.update', team.id, {
+    id: internalMemberGroup.id,
+    data: { teamRole: TeamMemberRole.ADMIN },
+  });
+
+  expect(response.status()).not.toBe(200);
+
+  const reloaded = await prisma.teamGroup.findUniqueOrThrow({ where: { id: internalMemberGroup.id } });
+
+  expect(reloaded.teamRole).toBe(TeamMemberRole.MEMBER);
+});

packages/app-tests/e2e/teams/team-members.spec.ts

@@ -0,0 +1,105 @@
+import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
+import { seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+import { openDropdownMenu } from '../fixtures/generic';
+
+/**
+ * Reproduces the "Team has no internal team groups" bug.
+ *
+ * When a team has member inheritance turned OFF, organisation admins/managers are
+ * still inherited into the team as team admins (shown with the "Group" source).
+ * These members are not part of the team's INTERNAL_TEAM group, so they cannot be
+ * removed via the team members page - attempting to do so threw a 500 ("Team has no
+ * internal team groups").
+ *
+ * Instead of crashing, the delete dialog must explain why the inherited member can't
+ * be removed and not offer a confirm button.
+ */
+test('[TEAMS]: explains why an inherited organisation member cannot be removed', async ({ page }) => {
+  // Team created with member inheritance OFF.
+  const { user: owner, organisation, team } = await seedUser({ inheritMembers: false });
+
+  const inheritedAdminEmail = `inherited-admin-${team.url}@test.documenso.com`;
+
+  // A second organisation admin is inherited into the team as a team admin (source "Group").
+  await seedOrganisationMembers({
+    organisationId: organisation.id,
+    members: [
+      {
+        name: 'Inherited Admin',
+        email: inheritedAdminEmail,
+        organisationRole: OrganisationMemberRole.ADMIN,
+      },
+    ],
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+    redirectPath: `/t/${team.url}/settings/members`,
+  });
+
+  const inheritedMemberRow = page.getByRole('row').filter({ hasText: inheritedAdminEmail });
+
+  // Sanity check: the member is inherited from a group, not a direct team member.
+  await expect(inheritedMemberRow).toBeVisible();
+  await expect(inheritedMemberRow).toContainText('Group');
+
+  await openDropdownMenu(page, inheritedMemberRow.getByRole('button').last());
+
+  // The action stays enabled - opening it shows a dialog explaining why the inherited
+  // member can't be removed, rather than triggering the 500.
+  const removeMenuItem = page.getByRole('menuitem', { name: 'Remove' });
+  await expect(removeMenuItem).toBeEnabled();
+  await removeMenuItem.click();
+
+  await expect(page.getByText('inherited from a group').first()).toBeVisible();
+
+  // No confirm button is offered, so the broken removal can never be triggered.
+  await expect(page.getByRole('button', { name: 'Remove' })).toHaveCount(0);
+});
+
+/**
+ * Guards against over-disabling the remove action: a direct team member (one that
+ * belongs to the team's INTERNAL_TEAM group) must still be removable.
+ */
+test('[TEAMS]: can remove a direct team member', async ({ page }) => {
+  const { user: owner, team } = await seedUser({ inheritMembers: false });
+
+  const directMember = await seedTeamMember({
+    teamId: team.id,
+    name: 'Direct Member',
+    role: TeamMemberRole.MEMBER,
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+    redirectPath: `/t/${team.url}/settings/members`,
+  });
+
+  const directMemberRow = page.getByRole('row').filter({ hasText: directMember.email });
+
+  await expect(directMemberRow).toBeVisible();
+
+  await openDropdownMenu(page, directMemberRow.getByRole('button').last());
+
+  const removeMenuItem = page.getByRole('menuitem', { name: 'Remove' });
+
+  // The "Remove" action is enabled for direct members and removing them succeeds.
+  await expect(removeMenuItem).toBeEnabled();
+  await removeMenuItem.click();
+
+  await page.getByRole('button', { name: 'Remove' }).click();
+
+  await expect(page.getByText('You have successfully removed this user from the team.').first()).toBeVisible();
+
+  // The member is actually gone after reloading the members list.
+  await page.reload();
+  await expect(page.getByRole('row').filter({ hasText: owner.email })).toBeVisible();
+  await expect(page.getByRole('row').filter({ hasText: directMember.email })).toHaveCount(0);
+});

packages/app-tests/e2e/teams/team-profile-access.spec.ts

@@ -0,0 +1,53 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+import { TeamMemberRole } from '@documenso/prisma/client';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { expect, test } from '@playwright/test';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({ mode: 'parallel' });
+
+/**
+ * Editing the team public profile is a team-management action and must require
+ * MANAGE_TEAM, consistent with renaming the team or changing its URL.
+ */
+test('[TEAMS]: a member cannot edit the team public profile', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await apiSignin({ page, email: member.email });
+
+  const profileRes = await page.context().request.post(`${WEBAPP_BASE_URL}/api/trpc/team.update`, {
+    headers: { 'content-type': 'application/json', 'x-team-id': team.id.toString() },
+    data: JSON.stringify({
+      json: {
+        teamId: team.id,
+        data: { profileEnabled: true, profileBio: 'edited-by-member' },
+      },
+    }),
+  });
+
+  expect(profileRes.status()).not.toBe(200);
+
+  const profile = await prisma.teamProfile.findUnique({ where: { teamId: team.id } });
+  expect(profile?.enabled ?? false).toBe(false);
+  expect(profile?.bio ?? '').not.toBe('edited-by-member');
+
+  // The name/url path of the same route is also management-gated.
+  const nameRes = await page.context().request.post(`${WEBAPP_BASE_URL}/api/trpc/team.update`, {
+    headers: { 'content-type': 'application/json', 'x-team-id': team.id.toString() },
+    data: JSON.stringify({
+      json: { teamId: team.id, data: { name: 'renamed-by-member' } },
+    }),
+  });
+
+  expect(nameRes.status()).not.toBe(200);
+
+  const reloaded = await prisma.team.findUnique({ where: { id: team.id } });
+  expect(reloaded?.name).not.toBe('renamed-by-member');
+
+  expect(owner.id).toBeTruthy();
+});

packages/auth/server/lib/errors/error-codes.ts

@@ -17,6 +17,7 @@ export const AuthenticationErrorCode = {
   // TwoFactorMissingSecret: 'TWO_FACTOR_MISSING_SECRET',
   // TwoFactorMissingCredentials: 'TWO_FACTOR_MISSING_CREDENTIALS',
   InvalidTwoFactorCode: 'INVALID_TWO_FACTOR_CODE',
+  SigninDisabled: 'SIGNIN_DISABLED',
   SignupDisabled: 'SIGNUP_DISABLED',
   SignupDisposableEmail: 'SIGNUP_DISPOSABLE_EMAIL',
   // IncorrectTwoFactorBackupCode: 'INCORRECT_TWO_FACTOR_BACKUP_CODE',

packages/auth/server/routes/email-password.ts

@@ -1,6 +1,7 @@
 import {
   isDisposableEmail,
   isEmailDomainAllowedForSignup,
+  isSigninEnabledForProvider,
   isSignupEnabledForProvider,
 } from '@documenso/lib/constants/auth';
 import { EMAIL_VERIFICATION_STATE } from '@documenso/lib/constants/email';
@@ -64,6 +65,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
   .post('/authorize', sValidator('json', ZSignInSchema), async (c) => {
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { email, password, totpCode, backupCode, csrfToken, captchaToken } = c.req.valid('json');
 
     const loginLimitResult = await loginRateLimit.check({
@@ -244,6 +251,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
     const { password, currentPassword } = c.req.valid('json');
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { session, user } = await getSession(c);
 
     await updatePassword({
@@ -346,6 +359,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
   .post('/forgot-password', sValidator('json', ZForgotPasswordSchema), async (c) => {
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { email } = c.req.valid('json');
 
     const forgotLimitResult = await forgotPasswordRateLimit.check({
@@ -377,6 +396,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
   .post('/reset-password', sValidator('json', ZResetPasswordSchema), async (c) => {
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { token, password } = c.req.valid('json');
 
     const resetLimitResult = await resetPasswordRateLimit.check({

packages/ee/server-only/signing/csc/execute-tsp-sign.ts

@@ -1,6 +1,5 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { jobs } from '@documenso/lib/jobs/client';
-import { sendPendingEmail } from '@documenso/lib/server-only/document/send-pending-email';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { triggerWebhook } from '@documenso/lib/server-only/webhooks/trigger/trigger-webhook';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
@@ -474,9 +473,12 @@ export const executeTspSign = async (opts: ExecuteTspSignOptions): Promise<Execu
   });
 
   if (pendingRecipients.length > 0) {
-    await sendPendingEmail({
-      id: { type: 'envelopeId', id: envelope.id },
-      recipientId: recipient.id,
+    await jobs.triggerJob({
+      name: 'send.document.pending.email',
+      payload: {
+        envelopeId: envelope.id,
+        recipientId: recipient.id,
+      },
     });
 
     // TSP envelopes are forced SEQUENTIAL at send-time; this branch always

packages/email/package.json

@@ -12,12 +12,13 @@
     "index.ts"
   ],
   "scripts": {
-    "dev": "email dev --port 3002 --dir templates",
+    "dev": "react-router dev --config preview/vite.config.ts",
+    "preview:build": "react-router build --config preview/vite.config.ts",
     "clean": "rimraf node_modules"
   },
   "dependencies": {
-    "@documenso/tailwind-config": "*",
     "@documenso/nodemailer-resend": "4.0.0",
+    "@documenso/tailwind-config": "*",
     "@react-email/body": "0.2.0",
     "@react-email/button": "0.2.0",
     "@react-email/code-block": "0.2.0",

packages/email/preview/.gitignore

@@ -0,0 +1,2 @@
+/.react-router/
+/build/

packages/email/preview/app/app.css

@@ -0,0 +1,9 @@
+@tailwind base;
+@tailwind components;
+@tailwind utilities;
+
+html,
+body {
+  margin: 0;
+  padding: 0;
+}