test(e2e): update document specs for faceted toolbar filters

Merge remote-tracking branch 'origin/main' into pr-2508
# Conflicts: # apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx # packages/lib/server-only/document/find-documents.ts
2026-07-21 23:43:43 +10:00 · 2026-07-02 12:01:30 +00:00 · 2026-07-02 06:48:23 +00:00 · 2026-05-14 15:44:01 +00:00 · 2026-05-12 12:12:37 +00:00 · 2026-02-17 00:57:07 +00:00
182 changed files with 4936 additions and 10053 deletions
@@ -1,3 +1,3 @@
 legacy-peer-deps = true
 prefer-dedupe = true
-# min-release-age = 7
+min-release-age = 7
@@ -65,4 +65,3 @@ When you exceed a resource limit:
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [API Versioning](/docs/developers/api/versioning) - API version management
 - [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API
- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable)
@@ -76,8 +76,6 @@ The Enterprise Edition is required when you:
    4. Restart your Documenso instance
    5. Verify the license is active in the **Admin Panel** under the **Stats** section

-    See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
-
  </Accordion>
 </Accordions>

@@ -199,7 +197,7 @@ See [Support](/docs/policies/support) for complete support options.
    1. Sign the Enterprise license agreement
    2. Receive license key and access credentials
    3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
-    4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
+    4. Configure Enterprise features with support assistance

  </Step>
  <Step>
@@ -240,7 +238,6 @@ See [Support](/docs/policies/support) for complete support options.

 ## Related

- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
 - [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
 - [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
 - [Support](/docs/policies/support) - Support channels and response times
@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal

 ## Enterprise Features

-These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
+These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.

 | Variable                             | Description                                      |
 | ------------------------------------ | ------------------------------------------------ |
-| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
+| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features              |
 | `NEXT_PRIVATE_STRIPE_API_KEY`        | Stripe API key for billing                       |
 | `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret                            |
 | `NEXT_PRIVATE_SES_ACCESS_KEY_ID`     | AWS SES access key for email domain verification |
@@ -510,5 +510,4 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 - [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery
 - [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage
 - [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing
- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel
 - [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues
@@ -29,11 +29,6 @@ description: Configure your self-hosted Documenso instance with environment vari
    description="Digital signature certificate setup."
    href="/docs/self-hosting/configuration/signing-certificate"
  />
-  <Card
-    title="Organisation Limits"
-    description="Set per-organisation document, email, and API limits via the admin panel."
-    href="/docs/self-hosting/configuration/organisation-limits"
-  />
 </Cards>

 ## Required Configuration
@@ -1,107 +0,0 @@
---
-title: Apply Your License Key
-description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
---
-
-import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
-import { Callout } from 'fumadocs-ui/components/callout';
-import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
-
-A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
-
-<Callout type="info">
-  The license key applies to your **whole instance**, not an individual user account. There's one
-  key per deployment.
-</Callout>
-
-## Prerequisites
-
- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
-  Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
-  See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
- A running self-hosted Documenso instance that you're able to restart
-
-## Step 1: Set the environment variable
-
-Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
-
-<Tabs items={['Docker Compose', 'docker run', '.env']}>
-<Tab value="Docker Compose">
-
-Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
-
-```bash
-NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
-```
-
-Then apply it:
-
-```bash
-docker compose up -d
-```
-
-</Tab>
-<Tab value="docker run">
-
-```bash
-docker run -d \
-  --name documenso \
-  -e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
-  documenso/documenso:latest
-```
-
-</Tab>
-<Tab value=".env">
-
-If you're running Documenso directly (not in a container), add the variable to your `.env` file:
-
-```bash
-NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
-```
-
-</Tab>
-</Tabs>
-
-## Step 2: Restart the instance
-
-The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
-
-```bash
-# Docker Compose
-docker compose restart documenso
-
-# Docker
-docker restart documenso
-```
-
-On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
-
-## What the license enables
-
-A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
-
- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
-
-## Troubleshooting
-
-<Accordions type="multiple">
-  <Accordion title="Enterprise features are still unavailable after applying the key">
-    - Confirm the key is present in the environment the running process actually reads — `docker
-      exec` into the container and check `env | grep LICENSE` if unsure.
-    - Confirm the instance was fully restarted after the variable was set, not just reloaded.
-    - Re-copy the key to rule out truncation or accidental whitespace.
-  </Accordion>
-  <Accordion title="A specific feature still isn't working">
-    Instance-wide features (like CSC signing) also need their own configuration — an active license
-    alone isn't enough. Check that feature's guide to confirm the required settings are in place.
-    Per-organisation features additionally need to be provisioned for the organisation that's using
-    them.
-  </Accordion>
-</Accordions>
-
-## See Also
-
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
@@ -2,14 +2,12 @@
  "title": "Configuration",
  "pages": [
    "environment",
-    "license",
    "database",
    "email",
    "storage",
    "background-jobs",
    "signing-certificate",
    "telemetry",
-    "organisation-limits",
    "advanced"
  ]
 }
@@ -1,111 +0,0 @@
---
-title: Organisation Limits
-description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims.
---
-
-import { Callout } from 'fumadocs-ui/components/callout';
-
-Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables.
-
-There are three distinct kinds of limit:
-
-| Limit                  | Caps                                              | Admin-settable          |
-| ---------------------- | ------------------------------------------------- | ----------------------- |
-| Resource quota         | Documents, emails, and API requests **per month** | Yes — per claim and org |
-| Resource rate limit    | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
-| Global HTTP rate limit | API requests per IP (100/min, hardcoded)          | No — see [Limitations](#limitations) |
-
-## Prerequisites
-
- A running self-hosted Documenso instance.
- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**.
-
-Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**.
-
-## Viewing usage
-
-**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas.
-
-**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**.
-
-<Callout type="warn">
-  Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded.
-</Callout>
-
-## Subscription claims
-
-A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation).
-
-### Claim fields
-
-Under **Admin Panel > Claims** (`/admin/claims`), each claim has:
-
-| Field                   | Controls                                                                          |
-| ----------------------- | --------------------------------------------------------------------------------- |
-| **Name**                | The claim's display name.                                                         |
-| **Team Count**          | Teams allowed. `0` = unlimited.                                                   |
-| **Member Count**        | Members allowed. `0` = unlimited.                                                 |
-| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`.                                |
-| **Recipient Count**     | Recipients allowed per document. `0` = unlimited.                                |
-| **Feature Flags**       | Feature toggles (see [Feature flags](#feature-flags)).                            |
-| **Limits**              | Monthly quota and rate-limit windows for Documents, Emails, and API.              |
-| **Email transport**     | Transport the claim uses. *Default (system mailer)* uses the instance default.    |
-
-### Quotas and rate limits
-
-The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls:
-
- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely.
- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource.
-
-<Callout type="warn">
-  Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited.
-</Callout>
-
-### Feature flags
-
-The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails.
-
-Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition).
-
-### Create or edit a claim template
-
-1. Go to **Admin Panel > Claims**.
-2. Select **New claim**, or select an existing claim to edit it.
-3. Set the counts, feature flags, and the **Limits** section.
-4. Save. Changes apply to organisations created afterwards, not existing ones.
-
-### Change limits for one organisation
-
-To change limits for an existing organisation, edit it directly rather than its claim template.
-
-1. Go to **Admin Panel > Organisations** and open the organisation.
-2. Adjust its quota, rate-limit, feature-flag, or email-transport fields.
-3. Save. Changes take effect immediately.
-
-The organisation also shows the **Inherited subscription claim** it was created from.
-
-## Usage reset
-
-Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`.
-
-## Limitations
-
-The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **100 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
-
-## Troubleshooting
-
-| Symptom                                          | Cause and fix                                                                                                                    |
-| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
-| An organisation hit its limit unexpectedly       | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. |
-| A resource is blocked entirely, not just capped  | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited.                                           |
-| Emails are not sending for an organisation        | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota.     |
-| A claim template edit had no effect              | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**.                        |
-
---
-
-## See Also
-
- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options
- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims)
- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags
@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`

 ### Enterprise Edition license

-CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
+CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).

 </Step>
 <Step>
@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for

 Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.

-See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
+See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.

 ---

@@ -3,7 +3,7 @@
  "version": "0.0.0",
  "private": true,
  "scripts": {
-    "build": "NEXT_IGNORE_INCORRECT_LOCKFILE=true next build",
+    "build": "next build",
    "dev": "next dev",
    "start": "next start",
    "types:check": "fumadocs-mdx && next typegen && tsc --noEmit",
@@ -29,7 +29,7 @@
    "@types/node": "^25.1.0",
    "@types/react": "^19.2.10",
    "@types/react-dom": "^19.2.3",
-    "postcss": "^8.5.19",
+    "postcss": "^8.5.14",
    "tailwindcss": "^4.1.18",
    "typescript": "^5.9.3"
  }
@@ -83,7 +83,7 @@
  --accent: hsl(0 0% 27.8431%);
  --accent-foreground: hsl(95.0847 71.0843% 67.451%);
  --destructive: hsl(0 86.5979% 61.9608%);
-  --destructive-foreground: hsl(0 0% 98.0392%);
+  --destructive-foreground: hsl(0 87.6289% 19.0196%);
  --border: hsl(0 0% 27.8431%);
  --input: hsl(0 0% 27.8431%);
  --ring: hsl(95.0847 71.0843% 67.451%);
@@ -1,119 +0,0 @@
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogClose,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { Trans } from '@lingui/react/macro';
-import { useState } from 'react';
-
-export type BrandingPreferencesResetDialogProps = {
-  hasAdvancedBranding: boolean;
-  isSubmitting: boolean;
-  onReset: () => Promise<void>;
-  trigger?: React.ReactNode;
-};
-
-export const BrandingPreferencesResetDialog = ({
-  hasAdvancedBranding,
-  isSubmitting,
-  onReset,
-  trigger,
-}: BrandingPreferencesResetDialogProps) => {
-  const [open, setOpen] = useState(false);
-  const [isResetting, setIsResetting] = useState(false);
-
-  const isLoading = isSubmitting || isResetting;
-
-  const handleResetToDefaults = async () => {
-    setIsResetting(true);
-
-    try {
-      await onReset();
-      setOpen(false);
-    } catch {
-      // The submit handler surfaces its own error toast. Keep the dialog open
-      // so the user can retry.
-    } finally {
-      setIsResetting(false);
-    }
-  };
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
-      <DialogTrigger asChild>
-        {trigger ?? (
-          <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
-            <Trans>Reset to defaults</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Reset branding preferences</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>
-              This will reset all branding preferences to their default values and save the changes immediately.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Alert variant="warning">
-          <AlertDescription>
-            <p>
-              <Trans>Once confirmed, the following will be reset:</Trans>
-            </p>
-
-            <ul className="mt-0.5 list-inside list-disc">
-              <li>
-                <Trans>Custom branding enabled setting</Trans>
-              </li>
-              <li>
-                <Trans>Branding logo</Trans>
-              </li>
-              <li>
-                <Trans>Brand website and brand details</Trans>
-              </li>
-              <li>
-                <Trans>Brand colours, including background, foreground, primary, and border colours</Trans>
-              </li>
-
-              {hasAdvancedBranding && (
-                <>
-                  <li>
-                    <Trans>Border radius</Trans>
-                  </li>
-                  <li>
-                    <Trans>Custom CSS</Trans>
-                  </li>
-                </>
-              )}
-            </ul>
-          </AlertDescription>
-        </Alert>
-
-        <DialogFooter>
-          <DialogClose asChild>
-            <Button type="button" variant="secondary" disabled={isLoading}>
-              <Trans>Cancel</Trans>
-            </Button>
-          </DialogClose>
-
-          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
-            <Trans>Reset to defaults</Trans>
-          </Button>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-};
@@ -1,141 +0,0 @@
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogClose,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { Trans } from '@lingui/react/macro';
-import { useState } from 'react';
-
-export type DocumentPreferencesResetDialogProps = {
-  isSubmitting: boolean;
-  onReset: () => Promise<void>;
-  showAiFeatures?: boolean;
-  showDocumentVisibility?: boolean;
-  showIncludeSenderDetails?: boolean;
-};
-
-export const DocumentPreferencesResetDialog = ({
-  isSubmitting,
-  onReset,
-  showAiFeatures = false,
-  showDocumentVisibility = false,
-  showIncludeSenderDetails = false,
-}: DocumentPreferencesResetDialogProps) => {
-  const [open, setOpen] = useState(false);
-  const [isResetting, setIsResetting] = useState(false);
-
-  const isLoading = isSubmitting || isResetting;
-
-  const handleResetToDefaults = async () => {
-    setIsResetting(true);
-
-    try {
-      await onReset();
-      setOpen(false);
-    } catch {
-      // The submit handler surfaces its own error toast. Keep the dialog open
-      // so the user can retry.
-    } finally {
-      setIsResetting(false);
-    }
-  };
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
-      <DialogTrigger asChild>
-        <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
-          <Trans>Reset to defaults</Trans>
-        </Button>
-      </DialogTrigger>
-
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Reset document preferences</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>
-              This will reset all document preferences to their default values and save the changes immediately.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Alert variant="warning">
-          <AlertDescription>
-            <p>
-              <Trans>Once confirmed, the following will be reset:</Trans>
-            </p>
-
-            <ul className="mt-0.5 list-inside list-disc">
-              {showDocumentVisibility && (
-                <li>
-                  <Trans>Default document visibility</Trans>
-                </li>
-              )}
-              <li>
-                <Trans>Default document language</Trans>
-              </li>
-              <li>
-                <Trans>Default date format</Trans>
-              </li>
-              <li>
-                <Trans>Default time zone</Trans>
-              </li>
-              <li>
-                <Trans>Default signature settings</Trans>
-              </li>
-              {showIncludeSenderDetails && (
-                <li>
-                  <Trans>Send on behalf of team</Trans>
-                </li>
-              )}
-              <li>
-                <Trans>Include the signing certificate in the document</Trans>
-              </li>
-              <li>
-                <Trans>Include the audit logs in the document</Trans>
-              </li>
-              <li>
-                <Trans>Default recipients</Trans>
-              </li>
-              <li>
-                <Trans>Delegate document ownership</Trans>
-              </li>
-              <li>
-                <Trans>Default envelope expiration</Trans>
-              </li>
-              <li>
-                <Trans>Default signing reminders</Trans>
-              </li>
-              {showAiFeatures && (
-                <li>
-                  <Trans>AI features</Trans>
-                </li>
-              )}
-            </ul>
-          </AlertDescription>
-        </Alert>
-
-        <DialogFooter>
-          <DialogClose asChild>
-            <Button type="button" variant="secondary" disabled={isLoading}>
-              <Trans>Cancel</Trans>
-            </Button>
-          </DialogClose>
-
-          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
-            <Trans>Reset to defaults</Trans>
-          </Button>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-};
@@ -1,4 +1,3 @@
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -24,7 +23,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';

 const ZCreateFolderFormSchema = z.object({
-  name: ZNameSchema,
+  name: z.string().min(1, { message: 'Folder name is required' }),
 });

 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -66,7 +65,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
      toast({
        description: t`Folder created successfully`,
      });
-    } catch (_err) {
+    } catch (err) {
      toast({
        title: t`Failed to create folder`,
        description: t`An unknown error occurred while creating the folder.`,
@@ -122,7 +122,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
                    <FormLabel>
                      <Trans>
                        Confirm by typing:{' '}
-                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
+                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>
                    <FormControl>
@@ -1,6 +1,5 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -24,6 +23,8 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type FolderUpdateDialogProps = {
  folder: TFolderWithSubfolders | null;
  isOpen: boolean;
@@ -31,7 +32,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

 export const ZUpdateFolderFormSchema = z.object({
-  name: ZNameSchema,
+  name: z.string().min(1),
  visibility: z.nativeEnum(DocumentVisibility).optional(),
 });

@@ -39,6 +40,7 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;

 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
  const { t } = useLingui();
+  const team = useOptionalCurrentTeam();

  const { toast } = useToast();
  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
@@ -336,7 +336,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
        >
          <div className="w-full text-left">
            <div className="flex items-center justify-between">
-              <p className="font-medium">
+              <p className="text-medium">
                <Trans context="Plan price">Free</Trans>
              </p>

@@ -115,7 +115,7 @@ export const OrganisationEmailDomainDeleteDialog = ({
                    <FormLabel>
                      <Trans>
                        Confirm by typing{' '}
-                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
+                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>
                    <FormControl>
@@ -370,7 +370,7 @@ export const OrganisationMemberInviteDialog = ({ trigger, ...props }: Organisati
                          <button
                            type="button"
                            className={cn(
-                              'inline-flex h-10 w-10 items-center justify-start text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                              'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
                              index === 0 ? 'mt-8' : 'mt-0',
                            )}
                            disabled={organisationMemberInvites.length === 1}
@@ -1,6 +1,5 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -26,13 +25,14 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
+
 export type PasskeyCreateDialogProps = {
  trigger?: React.ReactNode;
  onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: ZNameSchema,
+  passkeyName: z.string().min(3),
 });

 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;
@@ -1,5 +1,4 @@
 import { trpc } from '@documenso/trpc/react';
-import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
  Dialog,
@@ -20,16 +19,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import type { z } from 'zod';
+import { z } from 'zod';

 export type TeamEmailUpdateDialogProps = {
  teamEmail: TeamEmail;
  trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

-const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
-  data: true,
-}).shape.data;
+const ZUpdateTeamEmailFormSchema = z.object({
+  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+});

 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;

@@ -45,7 +44,6 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
    defaultValues: {
      name: teamEmail.name,
    },
-    mode: 'onSubmit',
  });

  const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();
@@ -1,250 +0,0 @@
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
-import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { 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 { useEffect, useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import type { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-const NEVER_EXPIRE = 'NEVER' as const;
-
-export const EXPIRATION_DATES = {
-  ONE_WEEK: msg`7 days`,
-  ONE_MONTH: msg`1 month`,
-  THREE_MONTHS: msg`3 months`,
-  SIX_MONTHS: msg`6 months`,
-  ONE_YEAR: msg`12 months`,
-  [NEVER_EXPIRE]: msg`Never`,
-} as const;
-
-const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
-  tokenName: true,
-  expirationDate: true,
-});
-
-type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
-
-export type TokenCreateDialogProps = {
-  trigger?: React.ReactNode;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const team = useCurrentTeam();
-
-  const [open, setOpen] = useState(false);
-  const [createdToken, setCreatedToken] = useState<string | null>(null);
-
-  const form = useForm<TCreateTokenFormSchema>({
-    resolver: zodResolver(ZCreateTokenFormSchema),
-    defaultValues: {
-      tokenName: '',
-      expirationDate: 'THREE_MONTHS',
-    },
-  });
-
-  const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
-
-  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
-    try {
-      const { token } = await createToken({
-        teamId: team.id,
-        tokenName,
-        expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
-      });
-
-      setCreatedToken(token);
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      const errorMessage = match(error.code)
-        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
-        .otherwise(() => msg`Something went wrong. Please try again later.`);
-
-      toast({
-        title: _(msg`An error occurred`),
-        description: _(errorMessage),
-        variant: 'destructive',
-        duration: 5000,
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (open) {
-      form.reset();
-      setCreatedToken(null);
-    }
-  }, [open, form]);
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
-        {trigger ?? (
-          <Button className="flex-shrink-0">
-            <Trans>Create token</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent
-        className="max-w-lg"
-        position="center"
-        onInteractOutside={(event) => {
-          // Prevent losing the created token by accidentally clicking outside the dialog.
-          if (createdToken) {
-            event.preventDefault();
-          }
-        }}
-      >
-        {createdToken ? (
-          <>
-            <DialogHeader>
-              <DialogTitle>
-                <Trans>Token created</Trans>
-              </DialogTitle>
-
-              <DialogDescription>
-                <Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
-              </DialogDescription>
-            </DialogHeader>
-
-            <div className="relative">
-              <Input
-                className="pr-12 font-mono text-sm"
-                aria-label={_(msg`Your new API token`)}
-                name="createdToken"
-                readOnly
-                value={createdToken}
-              />
-              <div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
-                <CopyTextButton
-                  value={createdToken}
-                  onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
-                />
-              </div>
-            </div>
-
-            <DialogFooter>
-              <Button type="button" onClick={() => setOpen(false)}>
-                <Trans>Done</Trans>
-              </Button>
-            </DialogFooter>
-          </>
-        ) : (
-          <>
-            <DialogHeader>
-              <DialogTitle>
-                <Trans>Create API token</Trans>
-              </DialogTitle>
-
-              <DialogDescription>
-                <Trans>Use API tokens to authenticate with the Documenso API.</Trans>
-              </DialogDescription>
-            </DialogHeader>
-
-            <Form {...form}>
-              <form onSubmit={form.handleSubmit(onSubmit)}>
-                <fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
-                  <FormField
-                    control={form.control}
-                    name="tokenName"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel required>
-                          <Trans>Name</Trans>
-                        </FormLabel>
-
-                        <FormControl>
-                          <Input className="bg-background" {...field} />
-                        </FormControl>
-
-                        <FormDescription>
-                          <Trans>A name to help you identify this token later.</Trans>
-                        </FormDescription>
-
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
-
-                  <FormField
-                    control={form.control}
-                    name="expirationDate"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>
-                          <Trans>Expires in</Trans>
-                        </FormLabel>
-
-                        <FormControl>
-                          <Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
-                            <SelectTrigger className="bg-background">
-                              <SelectValue />
-                            </SelectTrigger>
-
-                            <SelectContent>
-                              {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
-                                <SelectItem key={key} value={key}>
-                                  {_(date)}
-                                </SelectItem>
-                              ))}
-                            </SelectContent>
-                          </Select>
-                        </FormControl>
-
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
-
-                  <DialogFooter>
-                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                      <Trans>Cancel</Trans>
-                    </Button>
-
-                    <Button type="submit" loading={form.formState.isSubmitting}>
-                      <Trans>Create token</Trans>
-                    </Button>
-                  </DialogFooter>
-                </fieldset>
-              </form>
-            </Form>
-          </>
-        )}
-      </DialogContent>
-    </Dialog>
-  );
-};
@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
      <DialogContent>
        <DialogHeader>
          <DialogTitle>
-            <Trans>Delete token</Trans>
+            <Trans>Are you sure you want to delete this token?</Trans>
          </DialogTitle>

          <DialogDescription>
@@ -126,7 +126,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
                    <FormLabel>
                      <Trans>
                        Confirm by typing:{' '}
-                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
+                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>

@@ -139,18 +139,21 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
              />

              <DialogFooter>
-                <Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
-                  <Trans>Cancel</Trans>
-                </Button>
+                <div className="flex w-full flex-nowrap gap-4">
+                  <Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
+                    <Trans>Cancel</Trans>
+                  </Button>

-                <Button
-                  type="submit"
-                  variant="destructive"
-                  disabled={!form.formState.isValid}
-                  loading={form.formState.isSubmitting}
-                >
-                  <Trans>Delete</Trans>
-                </Button>
+                  <Button
+                    type="submit"
+                    variant="destructive"
+                    className="flex-1"
+                    disabled={!form.formState.isValid}
+                    loading={form.formState.isSubmitting}
+                  >
+                    <Trans>I'm sure! Delete it</Trans>
+                  </Button>
+                </div>
              </DialogFooter>
            </fieldset>
          </form>
@@ -117,7 +117,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
                    <FormLabel>
                      <Trans>
                        Confirm by typing:{' '}
-                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
+                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>
                    <FormControl>
@@ -503,7 +503,7 @@ export const ConfigureFieldsView = ({
            {selectedField && (
              <div
                className={cn(
-                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted',
+                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted-background',
                  selectedRecipientStyles.base,
                  {
                    '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
@@ -1,13 +1,7 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import {
-  BRANDING_LOGO_ALLOWED_TYPES,
-  BRANDING_LOGO_MAX_SIZE_BYTES,
-  BRANDING_LOGO_MAX_SIZE_MB,
-} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
-import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Button } from '@documenso/ui/primitives/button';
@@ -24,21 +18,20 @@ import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

-import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';

 import { FormStickySaveBar } from './form-sticky-save-bar';

+const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
+const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
+
 const ZBrandingPreferencesFormSchema = z.object({
  brandingEnabled: z.boolean().nullable(),
  brandingLogo: z
    .instanceof(File)
-    .refine(
-      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
-      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
-    )
-    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
+    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
    .nullish(),
  brandingUrl: z.string().url().optional().or(z.literal('')),
  brandingCompanyDetails: z.string().max(500).optional(),
@@ -76,7 +69,6 @@ export function BrandingPreferencesForm({

  const [previewUrl, setPreviewUrl] = useState<string>('');
  const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
-  const [colorPickerKey, setColorPickerKey] = useState(0);

  const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
  const initialColors = parsedColors.success ? parsedColors.data : {};
@@ -99,42 +91,6 @@ export function BrandingPreferencesForm({

  const isBrandingEnabled = form.watch('brandingEnabled');

-  const hasResetBrandingColors =
-    settings.brandingColors === null ||
-    settings.brandingColors === undefined ||
-    (parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
-
-  // Only show the reset action when the saved settings actually differ from the
-  // defaults, so it never renders as a pointless disabled button.
-  const isResetToDefaultsVisible =
-    settings.brandingEnabled !== (canInherit ? null : false) ||
-    !!settings.brandingLogo ||
-    !!settings.brandingUrl ||
-    !!settings.brandingCompanyDetails ||
-    !!settings.brandingCss ||
-    !hasResetBrandingColors;
-
-  const handleResetToDefaults = async () => {
-    const data: TBrandingPreferencesFormSchema = {
-      brandingEnabled: canInherit ? null : false,
-      brandingLogo: null,
-      brandingUrl: '',
-      brandingCompanyDetails: '',
-      brandingColors: {},
-      brandingCss: '',
-    };
-
-    await onFormSubmit(data);
-
-    if (previewUrl.startsWith('blob:')) {
-      URL.revokeObjectURL(previewUrl);
-    }
-
-    setPreviewUrl('');
-    setColorPickerKey((key) => key + 1);
-    form.reset(data);
-  };
-
  const getSavedLogoPreviewUrl = () => {
    if (!settings.brandingLogo) {
      return '';
@@ -289,7 +245,7 @@ export function BrandingPreferencesForm({
                      <FormControl className="relative">
                        <Input
                          type="file"
-                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
+                          accept={ACCEPTED_FILE_TYPES.join(',')}
                          disabled={!isBrandingEnabled}
                          onChange={(e) => {
                            const file = e.target.files?.[0];
@@ -436,7 +392,6 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
-                            key={`background-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -460,7 +415,6 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
-                            key={`foreground-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -484,7 +438,6 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
-                            key={`primary-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -508,7 +461,6 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
-                            key={`primary-foreground-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -532,7 +484,6 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
-                            key={`border-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -556,7 +507,6 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
-                            key={`ring-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -638,15 +588,6 @@ export function BrandingPreferencesForm({
            isDirty={hasUnsavedChanges}
            isSubmitting={form.formState.isSubmitting}
            onReset={handleReset}
-            resetToDefaults={
-              isResetToDefaultsVisible ? (
-                <BrandingPreferencesResetDialog
-                  hasAdvancedBranding={hasAdvancedBranding}
-                  isSubmitting={form.formState.isSubmitting}
-                  onReset={handleResetToDefaults}
-                />
-              ) : undefined
-            }
          />
        </fieldset>
      </form>
@@ -11,10 +11,10 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
 import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
-import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
-import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
+import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
 import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
@@ -37,11 +37,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

-import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';

 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
@@ -93,26 +93,6 @@ export type DocumentPreferencesFormProps = {
  onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };

-const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
-  const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
-
-  return {
-    documentVisibility: settings.documentVisibility,
-    documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
-    documentTimezone: settings.documentTimezone,
-    documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
-    includeSenderDetails: settings.includeSenderDetails,
-    includeSigningCertificate: settings.includeSigningCertificate,
-    includeAuditLog: settings.includeAuditLog,
-    signatureTypes: extractTeamSignatureSettings({ ...settings }),
-    defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
-    delegateDocumentOwnership: settings.delegateDocumentOwnership,
-    aiFeaturesEnabled: settings.aiFeaturesEnabled,
-    envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-    reminderSettings: settings.reminderSettings ?? null,
-  };
-};
-
 export const DocumentPreferencesForm = ({
  settings,
  onFormSubmit,
@@ -133,7 +113,7 @@ export const DocumentPreferencesForm = ({
    documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
    documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
    documentTimezone: z.string().nullable(),
-    documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
+    documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
    includeSenderDetails: z.boolean().nullable(),
    includeSigningCertificate: z.boolean().nullable(),
    includeAuditLog: z.boolean().nullable(),
@@ -147,33 +127,26 @@ export const DocumentPreferencesForm = ({
    reminderSettings: ZEnvelopeReminderSettings.nullable(),
  });

-  const defaultValues = getDocumentPreferencesFormValues(settings);
-  const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
-  const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
-  const resetValues = {
-    ...baseResetValues,
-    aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
-  };
-
  const form = useForm<TDocumentPreferencesFormSchema>({
-    defaultValues,
+    defaultValues: {
+      documentVisibility: settings.documentVisibility,
+      documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
+      documentTimezone: settings.documentTimezone,
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
+      includeSenderDetails: settings.includeSenderDetails,
+      includeSigningCertificate: settings.includeSigningCertificate,
+      includeAuditLog: settings.includeAuditLog,
+      signatureTypes: extractTeamSignatureSettings({ ...settings }),
+      defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
+      delegateDocumentOwnership: settings.delegateDocumentOwnership,
+      aiFeaturesEnabled: settings.aiFeaturesEnabled,
+      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+      reminderSettings: settings.reminderSettings ?? null,
+    },
    resolver: zodResolver(ZDocumentPreferencesFormSchema),
  });

-  // Parse both sides through the schema so we compare canonical representations
-  const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
-  const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
-
-  const isResetToDefaultsVisible =
-    !parsedCurrentValues.success ||
-    !parsedResetValues.success ||
-    JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
-
-  const handleResetToDefaults = async () => {
-    await onFormSubmit(resetValues);
-    form.reset(resetValues);
-  };
-
  const handleFormSubmit = form.handleSubmit(async (data) => {
    try {
      await onFormSubmit(data);
@@ -799,17 +772,6 @@ export const DocumentPreferencesForm = ({
            isDirty={form.formState.isDirty}
            isSubmitting={form.formState.isSubmitting}
            onReset={() => form.reset()}
-            resetToDefaults={
-              isResetToDefaultsVisible ? (
-                <DocumentPreferencesResetDialog
-                  isSubmitting={form.formState.isSubmitting}
-                  onReset={handleResetToDefaults}
-                  showAiFeatures={isAiFeaturesConfigured}
-                  showDocumentVisibility={!isPersonalLayoutMode}
-                  showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
-                />
-              ) : undefined
-            }
          />
        </fieldset>
      </form>
@@ -1,4 +1,3 @@
-import { ZNameSchema } from '@documenso/lib/types/name';
 import {
  Form,
  FormControl,
@@ -16,8 +15,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';

 const ZEmailTransportFormSchema = z.object({
-  name: ZNameSchema,
-  fromName: ZNameSchema,
+  name: z.string().min(1),
+  fromName: z.string().min(1),
  fromAddress: z.string().email(),
  type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
  host: z.string().optional(),
@@ -3,17 +3,12 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { AnimatePresence, motion } from 'framer-motion';
 import { AlertTriangleIcon } from 'lucide-react';
-import { type ReactNode, useEffect, useRef, useState } from 'react';
+import { useEffect, useRef, useState } from 'react';

 export type FormStickySaveBarProps = {
  isDirty: boolean;
  isSubmitting: boolean;
  onReset: () => void;
-  /**
-   * Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
-   * the bar is floating so it never appears in the unsaved-changes island.
-   */
-  resetToDefaults?: ReactNode;
 };

 /**
@@ -29,7 +24,7 @@ export type FormStickySaveBarProps = {
 * shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
 * the pill chrome.
 */
-export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
+export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormStickySaveBarProps) => {
  const { t } = useLingui();

  const sentinelRef = useRef<HTMLDivElement>(null);
@@ -105,8 +100,6 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefau
        </AnimatePresence>

        <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
-          {!isFloating && resetToDefaults}
-
          {isDirty && (
            <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
              <Trans>Undo</Trans>
@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/types/name';
+import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -1,49 +0,0 @@
-import { Select, SelectContent, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import type React from 'react';
-import { useMemo } from 'react';
-import { useLocation, useNavigate, useSearchParams } from 'react-router';
-
-export type SearchParamSelector = {
-  paramKey: string;
-  isValueValid: (value: unknown) => boolean;
-  children: React.ReactNode;
-};
-
-export const SearchParamSelector = ({ children, paramKey, isValueValid }: SearchParamSelector) => {
-  const { pathname } = useLocation();
-  const [searchParams] = useSearchParams();
-
-  const navigate = useNavigate();
-
-  const value = useMemo(() => {
-    const p = searchParams?.get(paramKey) ?? 'all';
-
-    return isValueValid(p) ? p : 'all';
-  }, [searchParams]);
-
-  const onValueChange = (newValue: string) => {
-    if (!pathname) {
-      return;
-    }
-
-    const params = new URLSearchParams(searchParams?.toString());
-
-    params.set(paramKey, newValue);
-
-    if (newValue === '' || newValue === 'all') {
-      params.delete(paramKey);
-    }
-
-    void navigate(`${pathname}?${params.toString()}`, { preventScrollReset: true });
-  };
-
-  return (
-    <Select defaultValue={value} onValueChange={onValueChange}>
-      <SelectTrigger className="max-w-[200px] text-muted-foreground">
-        <SelectValue />
-      </SelectTrigger>
-
-      <SelectContent position="popper">{children}</SelectContent>
-    </Select>
-  );
-};
@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -96,7 +96,7 @@ export const SignUpForm = ({
      password: '',
      signature: '',
    },
-    mode: 'onChange',
+    mode: 'onBlur',
    resolver: zodResolver(ZSignUpFormSchema),
  });

@@ -0,0 +1,254 @@
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { Switch } from '@documenso/ui/primitives/switch';
+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 { ApiToken } from '@prisma/client';
+import { AnimatePresence, motion } from 'framer-motion';
+import { useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import type { z } from 'zod';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export const EXPIRATION_DATES = {
+  ONE_WEEK: msg`7 days`,
+  ONE_MONTH: msg`1 month`,
+  THREE_MONTHS: msg`3 months`,
+  SIX_MONTHS: msg`6 months`,
+  ONE_YEAR: msg`12 months`,
+} as const;
+
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
+  tokenName: true,
+  expirationDate: true,
+});
+
+type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
+
+type NewlyCreatedToken = {
+  id: number;
+  token: string;
+};
+
+export type ApiTokenFormProps = {
+  className?: string;
+  tokens?: Pick<ApiToken, 'id'>[];
+};
+
+export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
+  const [, copy] = useCopyToClipboard();
+
+  const team = useCurrentTeam();
+
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
+  const [noExpirationDate, setNoExpirationDate] = useState(false);
+
+  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
+    onSuccess(data) {
+      setNewlyCreatedToken(data);
+    },
+  });
+
+  const form = useForm<TCreateTokenFormSchema>({
+    resolver: zodResolver(ZCreateTokenFormSchema),
+    defaultValues: {
+      tokenName: '',
+      expirationDate: '',
+    },
+  });
+
+  const copyToken = async (token: string) => {
+    try {
+      const copied = await copy(token);
+
+      if (!copied) {
+        throw new Error('Unable to copy the token');
+      }
+
+      toast({
+        title: _(msg`Token copied to clipboard`),
+        description: _(msg`The token was copied to your clipboard.`),
+      });
+    } catch (error) {
+      toast({
+        title: _(msg`Unable to copy token`),
+        description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
+    try {
+      await createTokenMutation({
+        teamId: team.id,
+        tokenName,
+        expirationDate: noExpirationDate ? null : expirationDate,
+      });
+
+      toast({
+        title: _(msg`Token created`),
+        description: _(msg`A new token was created successfully.`),
+        duration: 5000,
+      });
+
+      form.reset();
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
+        .otherwise(() => msg`Something went wrong. Please try again later.`);
+
+      toast({
+        title: _(msg`An error occurred`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    }
+  };
+
+  return (
+    <div className={cn(className)}>
+      <Form {...form}>
+        <form onSubmit={form.handleSubmit(onSubmit)}>
+          <fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
+            <FormField
+              control={form.control}
+              name="tokenName"
+              render={({ field }) => (
+                <FormItem className="flex-1">
+                  <FormLabel className="text-muted-foreground">
+                    <Trans>Token name</Trans>
+                  </FormLabel>
+
+                  <div className="flex items-center gap-x-4">
+                    <FormControl className="flex-1">
+                      <Input type="text" {...field} />
+                    </FormControl>
+                  </div>
+
+                  <FormDescription className="text-xs italic">
+                    <Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
+                  </FormDescription>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <div className="flex flex-col gap-4 md:flex-row">
+              <FormField
+                control={form.control}
+                name="expirationDate"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel className="text-muted-foreground">
+                      <Trans>Token expiration date</Trans>
+                    </FormLabel>
+
+                    <div className="flex items-center gap-x-4">
+                      <FormControl className="flex-1">
+                        <Select onValueChange={field.onChange} disabled={noExpirationDate}>
+                          <SelectTrigger className="w-full">
+                            <SelectValue placeholder={_(msg`Choose...`)} />
+                          </SelectTrigger>
+                          <SelectContent>
+                            {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
+                              <SelectItem key={key} value={key}>
+                                {_(date)}
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                      </FormControl>
+                    </div>
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <div>
+                <FormLabel className="mt-2 text-muted-foreground">
+                  <Trans>Never expire</Trans>
+                </FormLabel>
+                <div className="block md:py-1.5">
+                  <Switch
+                    className="mt-2 bg-background"
+                    checked={noExpirationDate}
+                    onCheckedChange={setNoExpirationDate}
+                  />
+                </div>
+              </div>
+            </div>
+
+            <Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
+              <Trans>Create token</Trans>
+            </Button>
+
+            <div className="md:hidden">
+              <Button type="submit" loading={form.formState.isSubmitting}>
+                <Trans>Create token</Trans>
+              </Button>
+            </div>
+          </fieldset>
+        </form>
+      </Form>
+
+      <AnimatePresence>
+        {newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
+          <motion.div
+            className="mt-8"
+            initial={{ opacity: 0, y: -40 }}
+            animate={{ opacity: 1, y: 0 }}
+            exit={{ opacity: 0, y: 40 }}
+          >
+            <Card gradient>
+              <CardContent className="p-4">
+                <p className="mt-2 text-muted-foreground text-sm">
+                  <Trans>
+                    Your token was created successfully! Make sure to copy it because you won't be able to see it again!
+                  </Trans>
+                </p>
+
+                <p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
+                  {newlyCreatedToken.token}
+                </p>
+
+                <Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
+                  <Trans>Copy token</Trans>
+                </Button>
+              </CardContent>
+            </Card>
+          </motion.div>
+        )}
+      </AnimatePresence>
+    </div>
+  );
+};
@@ -5,7 +5,6 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
-import type { ReactNode } from 'react';

 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';

@@ -26,72 +25,38 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
  settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
  isTeam?: boolean;
-  /** When viewing a team, the parent organisation settings the team inherits from. */
-  inheritedSettings?: OrganisationGlobalSettings | null;
 };

-export const AdminGlobalSettingsSection = ({
-  settings,
-  isTeam = false,
-  inheritedSettings,
-}: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
  const { _ } = useLingui();
+  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;

  if (!settings) {
    return null;
  }

-  const notSet = <Trans>Not set</Trans>;
-
-  const inheritedValue = (value: ReactNode) => {
-    if (!isTeam || value === null) {
-      return notSet;
+  const textValue = (value: string | null | undefined) => {
+    if (value === null || value === undefined) {
+      return notSetLabel;
    }

-    return (
-      <span className="flex items-center gap-1.5">
-        <span className="text-muted-foreground">
-          <Trans>Inherited</Trans>:
-        </span>
-        <span>{value}</span>
-      </span>
-    );
+    return value;
  };

-  const textValue = (value: string | null | undefined, inherited?: string | null) => {
-    if (value && value.trim() !== '') {
-      return value;
+  const brandingTextValue = (value: string | null | undefined) => {
+    if (value === null || value === undefined || value.trim() === '') {
+      return notSetLabel;
    }

-    if (inherited && inherited.trim() !== '') {
-      return inheritedValue(inherited);
-    }
-
-    return notSet;
+    return value;
  };

-  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
-
-  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
-    if (value !== null && value !== undefined) {
-      return booleanLabel(value);
+  const booleanValue = (value: boolean | null | undefined) => {
+    if (value === null || value === undefined) {
+      return notSetLabel;
    }

-    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
-  };
-
-  const visibilityLabel = (value: string | null | undefined) => {
-    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
-  };
-
-  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
-    const label = visibilityLabel(value);
-
-    if (label !== null) {
-      return label;
-    }
-
-    return inheritedValue(visibilityLabel(inherited));
+    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
  };

  const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -100,82 +65,70 @@ export const AdminGlobalSettingsSection = ({
    <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
      <DetailsCard label={<Trans>Document visibility</Trans>}>
        <DetailsValue>
-          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
+          {settings.documentVisibility != null
+            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
+            : notSetLabel}
        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>
-          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
-        </DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>
-          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
-        </DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>
-          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
-        </DetailsValue>
+        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>
-          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
-        </DetailsValue>
+        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>
-          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
-        </DetailsValue>
+        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>
-          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
-        </DetailsValue>
+        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
+        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
+        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>
-          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
-        </DetailsValue>
+        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
      </DetailsCard>

      {isTeam && parsedEmailSettings.success && (
@@ -192,7 +145,7 @@ export const AdminGlobalSettingsSection = ({
      )}

      <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
      </DetailsCard>
    </div>
  );
@@ -87,7 +87,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
          <KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
        </div>

-        <h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
+        <h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
          <Trans>Documenso License</Trans>
        </h3>

@@ -1,7 +1,6 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -20,6 +19,7 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
+
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';

 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {

 export const ZClaimAccountFormSchema = z
  .object({
-    name: ZNameSchema,
+    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
    email: zEmail().min(1),
    password: ZPasswordSchema,
  })
@@ -1,4 +1,11 @@
-import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
+import {
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -6,13 +13,6 @@ import type { Control, FieldValues, Path } from 'react-hook-form';

 import { RateLimitArrayInput } from './rate-limit-array-input';

-/**
- * The rate-limit editor renders its own per-row inline errors, but a submit
- * attempt can still surface array-level Zod issues (e.g. a committed duplicate
- * window). Rendering the field's message here guarantees the form never fails
- * silently when those errors are not tied to a row the editor is showing.
- */
-
 type ClaimLimitFieldsProps<T extends FieldValues> = {
  control: Control<T>;
  /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,12 +20,6 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
  disabled?: boolean;
 };

-type LimitGroup = {
-  title: ReactNode;
-  quotaKey: string;
-  rateLimitKey: string;
-};
-
 export const ClaimLimitFields = <T extends FieldValues>({
  control,
  prefix = '',
@@ -36,33 +30,13 @@ export const ClaimLimitFields = <T extends FieldValues>({
  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
  const name = (key: string) => `${prefix}${key}` as Path<T>;

-  const limitGroups: LimitGroup[] = [
-    {
-      title: <Trans>Documents</Trans>,
-      quotaKey: 'documentQuota',
-      rateLimitKey: 'documentRateLimits',
-    },
-    {
-      title: <Trans>Emails</Trans>,
-      quotaKey: 'emailQuota',
-      rateLimitKey: 'emailRateLimits',
-    },
-    {
-      title: <Trans>API</Trans>,
-      quotaKey: 'apiQuota',
-      rateLimitKey: 'apiRateLimits',
-    },
-  ];
-
-  const renderQuotaField = (group: LimitGroup) => (
+  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
    <FormField
      control={control}
-      name={name(group.quotaKey)}
+      name={name(key)}
      render={({ field }) => (
        <FormItem>
-          <FormLabel className="text-muted-foreground text-xs">
-            <Trans>Monthly quota</Trans>
-          </FormLabel>
+          <FormLabel>{label}</FormLabel>
          <FormControl>
            <Input
              type="number"
@@ -73,18 +47,20 @@ export const ClaimLimitFields = <T extends FieldValues>({
              onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
            />
          </FormControl>
+          <FormDescription>{description}</FormDescription>
          <FormMessage />
        </FormItem>
      )}
    />
  );

-  const renderRateLimitField = (group: LimitGroup) => (
+  const renderRateLimitField = (key: string, label: ReactNode) => (
    <FormField
      control={control}
-      name={name(group.rateLimitKey)}
+      name={name(key)}
      render={({ field }) => (
        <FormItem>
+          <FormLabel>{label}</FormLabel>
          <FormControl>
            <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
          </FormControl>
@@ -95,30 +71,27 @@ export const ClaimLimitFields = <T extends FieldValues>({
  );

  return (
-    <div className="space-y-3">
-      <div>
-        <h3 className="font-semibold text-base">
-          <Trans>Limits</Trans>
-        </h3>
-        <p className="mt-1 text-muted-foreground text-sm">
-          <Trans>
-            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
-          </Trans>
-        </p>
-      </div>
+    <div className="space-y-4 rounded-md border p-4">
+      <FormLabel>
+        <Trans>Limits</Trans>
+      </FormLabel>

-      <div className="overflow-hidden rounded-lg border">
-        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
-          {limitGroups.map((group) => (
-            <div key={group.quotaKey} className="space-y-4 p-4">
-              <h4 className="font-semibold text-sm">{group.title}</h4>
+      {renderQuotaField(
+        'documentQuota',
+        <Trans>Monthly document quota</Trans>,
+        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+      )}
+      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}

-              {renderQuotaField(group)}
-              {renderRateLimitField(group)}
-            </div>
-          ))}
-        </div>
-      </div>
+      {renderQuotaField(
+        'emailQuota',
+        <Trans>Monthly email quota</Trans>,
+        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+      )}
+      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
+
+      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
+      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
    </div>
  );
 };
@@ -1,23 +0,0 @@
-import { Trans } from '@lingui/react/macro';
-import { AlertTriangleIcon } from 'lucide-react';
-
-export const DirectTemplateInvalidPageView = () => {
-  return (
-    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
-      <div>
-        <AlertTriangleIcon className="h-10 w-10 text-destructive" />
-
-        <h1 className="mt-4 font-semibold text-3xl">
-          <Trans>Invalid direct link template</Trans>
-        </h1>
-
-        <p className="mt-2 text-muted-foreground text-sm">
-          <Trans>
-            This direct link template cannot be used because one or more signers do not have a signature field assigned.
-            Please contact the sender to update the template.
-          </Trans>
-        </p>
-      </div>
-    </div>
-  );
-};
@@ -1,46 +0,0 @@
-import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
-import { Input } from '@documenso/ui/primitives/input';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { useCallback, useEffect, useState } from 'react';
-import { useSearchParams } from 'react-router';
-
-export const DocumentSearch = ({ initialValue = '' }: { initialValue?: string }) => {
-  const { _ } = useLingui();
-
-  const [searchParams, setSearchParams] = useSearchParams();
-
-  const [searchTerm, setSearchTerm] = useState(initialValue);
-  const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
-
-  const handleSearch = useCallback(
-    (term: string) => {
-      const params = new URLSearchParams(searchParams?.toString() ?? '');
-      if (term) {
-        params.set('query', term);
-      } else {
-        params.delete('query');
-      }
-
-      setSearchParams(params);
-    },
-    [searchParams],
-  );
-
-  useEffect(() => {
-    const currentQueryParam = searchParams.get('query') || '';
-
-    if (debouncedSearchTerm !== currentQueryParam) {
-      handleSearch(debouncedSearchTerm);
-    }
-  }, [debouncedSearchTerm, searchParams]);
-
-  return (
-    <Input
-      type="search"
-      placeholder={_(msg`Search documents...`)}
-      value={searchTerm}
-      onChange={(e) => setSearchTerm(e.target.value)}
-    />
-  );
-};
@@ -270,7 +270,7 @@ export const EnvelopeEditorFieldDragDrop = ({
      {selectedField && (
        <div
          className={cn(
-            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted',
+            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted-background',
            selectedRecipientStyles.base,
            selectedField === FieldType.SIGNATURE && 'font-signature',
            {
@@ -54,7 +54,6 @@ import { useCurrentTeam } from '~/providers/team';

 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
 import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
-import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 import { EnvelopeRecipientSelector } from './envelope-recipient-selector';

@@ -239,8 +238,6 @@ export const EnvelopeEditorFieldsPage = () => {
          }
        />

-        <EnvelopeEditorInvalidDirectTemplateAlert />
-
        {/* Document View */}
        <div className="mt-4 flex h-full flex-col items-center justify-center">
          {envelope.recipients.length === 0 && (
@@ -1,55 +0,0 @@
-import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
-import { cn } from '@documenso/ui/lib/utils';
-import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
-import { Trans } from '@lingui/react/macro';
-import { useMemo } from 'react';
-
-export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
-  className?: string;
-};
-
-/**
- * Warns that a direct link template cannot be used because one or more signers
- * are missing a signature field.
- */
-export const EnvelopeEditorInvalidDirectTemplateAlert = ({
-  className,
-}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
-  const { envelope, isTemplate } = useCurrentEnvelopeEditor();
-
-  const signersMissingSignatureFields = useMemo(() => {
-    if (!isTemplate || !envelope.directLink?.enabled) {
-      return [];
-    }
-
-    return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
-  }, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
-
-  if (signersMissingSignatureFields.length === 0) {
-    return null;
-  }
-
-  return (
-    <Alert
-      variant="destructive"
-      className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
-    >
-      <AlertTitle>
-        <Trans>Invalid direct link template</Trans>
-      </AlertTitle>
-
-      <AlertDescription>
-        <Trans>
-          Recipients cannot use this direct link template because the following signers are missing a signature field
-        </Trans>
-
-        <ul className="list-disc pl-5">
-          {signersMissingSignatureFields.map((recipient, i) => (
-            <li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
-          ))}
-        </ul>
-      </AlertDescription>
-    </Alert>
-  );
-};
@@ -22,7 +22,6 @@ import { match } from 'ts-pattern';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';

-import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';

 export const EnvelopeEditorPreviewPage = () => {
@@ -229,8 +228,6 @@ export const EnvelopeEditorPreviewPage = () => {
          {/* Horizontal envelope item selector */}
          <EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />

-          <EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
-
          <Alert variant="warning" className="mx-auto max-w-[800px]">
            <AlertTitle>
              <Trans>Preview Mode</Trans>
@@ -26,7 +26,6 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from

 import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';

-import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';

@@ -450,9 +449,6 @@ export const EnvelopeEditorUploadPage = () => {
  return (
    <div className="mx-auto max-w-4xl space-y-6 p-8">
      <input {...getReplaceInputProps()} />
-
-      <EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
-
      <Card backdropBlur={false} className="border">
        <CardHeader className="pb-3">
          <CardTitle>
@@ -174,7 +174,7 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
              {type === EnvelopeType.DOCUMENT ? <Trans>Upload Document</Trans> : <Trans>Upload Template</Trans>}
            </h2>

-            <p className="mt-4 text-base text-muted-foreground">
+            <p className="mt-4 text-md text-muted-foreground">
              <Trans>Drag and drop your document here</Trans>
            </p>

@@ -1,38 +1,13 @@
 import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
-import {
-  getQuotaUsagePercent,
-  isQuotaExceeded,
-  isQuotaNearing,
-  normalizeCapacityLimit,
-} from '@documenso/lib/universal/quota-usage';
-import { cn } from '@documenso/ui/lib/utils';
-import type { BadgeProps } from '@documenso/ui/primitives/badge';
-import { Badge } from '@documenso/ui/primitives/badge';
 import { Progress } from '@documenso/ui/primitives/progress';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';

 import { Trans } from '@lingui/react/macro';
 import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
-import type { LucideIcon } from 'lucide-react';
-import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
-import type { ReactNode } from 'react';
-import { useId, useState } from 'react';
-
+import { useState } from 'react';
+import { match } from 'ts-pattern';
 import { OrganisationUsageResetButton } from './organisation-usage-reset-button';

-type CapacityUsage = {
-  members: number;
-  teams: number;
-};
-
-type UsageRow = {
-  counter: 'document' | 'email' | 'api';
-  label: ReactNode;
-  icon: LucideIcon;
-  used: number;
-  effectiveLimit: number | null;
-};
-
 type OrganisationUsagePanelProps = {
  organisationId: string;
  monthlyStats: Pick<
@@ -40,151 +15,13 @@ type OrganisationUsagePanelProps = {
    'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
  >[];
  organisationClaim: OrganisationClaim;
-  capacityUsage?: CapacityUsage;
-};
-
-type UsageCardState = {
-  status: {
-    label: ReactNode;
-    variant: NonNullable<BadgeProps['variant']>;
-  };
-  percent: number;
-  hasFiniteLimit: boolean;
-  progressClassName: string;
-  subtext: ReactNode;
-};
-
-type UsageCardStateOptions = {
-  used: number;
-  limit: number | null | undefined;
-  footnote?: ReactNode;
-};
-
-const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
-  const percent = getQuotaUsagePercent(used, limit ?? null);
-  const hasFiniteLimit = Boolean(limit && limit > 0);
-
-  if (limit === null || limit === undefined) {
-    return {
-      status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
-      percent,
-      hasFiniteLimit,
-      progressClassName: '',
-      subtext: footnote ?? null,
-    };
-  }
-
-  if (limit === 0) {
-    return {
-      status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
-      percent,
-      hasFiniteLimit,
-      progressClassName: '',
-      subtext: footnote ?? <Trans>Resource blocked</Trans>,
-    };
-  }
-
-  if (used > limit) {
-    return {
-      status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
-      percent,
-      hasFiniteLimit,
-      progressClassName: '[&>div]:bg-destructive',
-      subtext: footnote ?? null,
-    };
-  }
-
-  if (isQuotaExceeded(limit, used)) {
-    return {
-      status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
-      percent,
-      hasFiniteLimit,
-      progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
-      subtext: footnote ?? null,
-    };
-  }
-
-  if (isQuotaNearing(limit, used)) {
-    return {
-      status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
-      percent,
-      hasFiniteLimit,
-      progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
-      subtext: footnote ?? null,
-    };
-  }
-
-  return {
-    status: { label: <Trans>Within limit</Trans>, variant: 'default' },
-    percent,
-    hasFiniteLimit,
-    progressClassName: '',
-    subtext: footnote ?? null,
-  };
-};
-
-type UsageStatCardProps = {
-  label: ReactNode;
-  icon: LucideIcon;
-  used: number;
-  limit: number | null | undefined;
-  /** When true the card is a plain counter with no limit, status or progress. */
-  countOnly?: boolean;
-  footnote?: ReactNode;
-  action?: ReactNode;
-};
-
-const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
-  const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
-
-  return (
-    <div className="flex flex-col rounded-lg border bg-background p-5">
-      <div className="flex items-center justify-between gap-3">
-        <div className="flex items-center gap-2 font-medium text-foreground text-sm">
-          <Icon className="h-4 w-4 text-muted-foreground" />
-          <span>{label}</span>
-        </div>
-
-        {!countOnly && (
-          <Badge variant={status.variant} size="small">
-            {status.label}
-          </Badge>
-        )}
-      </div>
-
-      <div className="mt-4 flex flex-1 flex-col">
-        <div className="flex items-baseline justify-between gap-2">
-          <div className="flex items-baseline gap-1.5">
-            <span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
-              {used.toLocaleString()}
-            </span>
-            {hasFiniteLimit ? (
-              <span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
-            ) : null}
-          </div>
-
-          {hasFiniteLimit ? (
-            <span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
-          ) : null}
-        </div>
-
-        {hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
-
-        {subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
-      </div>
-
-      {action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
-    </div>
-  );
 };

 export const OrganisationUsagePanel = ({
  organisationId,
  monthlyStats,
  organisationClaim,
-  capacityUsage,
 }: OrganisationUsagePanelProps) => {
-  const monthlyUsagePeriodId = useId();
  const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);

  const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -193,105 +30,86 @@ export const OrganisationUsagePanel = ({
  // current period), so only offer the reset action when viewing the current month.
  const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();

-  const capacityRows = capacityUsage
-    ? [
-        {
-          key: 'members',
-          label: <Trans>Members</Trans>,
-          icon: UsersIcon,
-          used: capacityUsage.members,
-          limit: normalizeCapacityLimit(organisationClaim.memberCount),
-        },
-        {
-          key: 'teams',
-          label: <Trans>Teams</Trans>,
-          icon: UsersRoundIcon,
-          used: capacityUsage.teams,
-          limit: normalizeCapacityLimit(organisationClaim.teamCount),
-        },
-      ]
-    : [];
-
-  const monthlyRows: UsageRow[] = [
+  const rows = [
    {
-      counter: 'document',
+      counter: 'document' as const,
      label: <Trans>Documents</Trans>,
-      icon: FileIcon,
      used: selectedStat?.documentCount ?? 0,
      effectiveLimit: organisationClaim.documentQuota,
    },
    {
-      counter: 'email',
+      counter: 'email' as const,
      label: <Trans>Emails</Trans>,
-      icon: MailIcon,
      used: selectedStat?.emailCount ?? 0,
      effectiveLimit: organisationClaim.emailQuota,
    },
    {
-      counter: 'api',
+      counter: 'api' as const,
      label: <Trans>API requests</Trans>,
-      icon: PlugIcon,
      used: selectedStat?.apiCount ?? 0,
      effectiveLimit: organisationClaim.apiQuota,
    },
  ];

  return (
-    <div className="mt-4 space-y-6">
-      {capacityRows.length > 0 ? (
-        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
-          {capacityRows.map((row) => (
-            <UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
-          ))}
-        </div>
-      ) : null}
+    <div className="space-y-4 rounded-md border p-4">
+      <div className="flex items-center justify-between gap-2">
+        <h3 className="font-medium text-sm">
+          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
+        </h3>

-      <div className="space-y-3">
-        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-          <h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
-            <Trans>Monthly usage</Trans>
-          </h3>
+        {monthlyStats.length > 0 && (
+          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+            <SelectTrigger className="w-40">
+              <SelectValue />
+            </SelectTrigger>
+            <SelectContent>
+              {monthlyStats.map((stat) => (
+                <SelectItem key={stat.period} value={stat.period}>
+                  {stat.period}
+                </SelectItem>
+              ))}
+            </SelectContent>
+          </Select>
+        )}
+      </div>

-          {monthlyStats.length > 0 ? (
-            <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
-              <SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
-                <SelectValue />
-              </SelectTrigger>
-              <SelectContent>
-                {monthlyStats.map((stat) => (
-                  <SelectItem key={stat.period} value={stat.period}>
-                    {stat.period}
-                  </SelectItem>
-                ))}
-              </SelectContent>
-            </Select>
-          ) : null}
-        </div>
+      {rows.map((row) => {
+        const percent =
+          row.effectiveLimit && row.effectiveLimit > 0
+            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
+            : 0;

-        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
-          {monthlyRows.map((row) => (
-            <UsageStatCard
-              key={row.counter}
-              label={row.label}
-              icon={row.icon}
-              used={row.used}
-              limit={row.effectiveLimit}
-              action={
-                selectedStat && isCurrentPeriod ? (
-                  <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
-                ) : undefined
-              }
-            />
-          ))}
+        return (
+          <div key={row.counter} className="space-y-1">
+            <div className="flex items-center justify-between text-sm">
+              <span>{row.label}</span>
+              <span className="text-muted-foreground">
+                {row.used} /{' '}
+                {match(row.effectiveLimit)
+                  .with(null, () => <Trans>Unlimited</Trans>)
+                  .with(0, () => <Trans>Blocked</Trans>)
+                  .otherwise(String)}
+              </span>
+            </div>

-          <UsageStatCard
-            label={<Trans>Reports</Trans>}
-            icon={MailOpenIcon}
-            used={selectedStat?.emailReports ?? 0}
-            limit={null}
-            countOnly
-            footnote={<Trans>Sent this period</Trans>}
-          />
+            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
+
+            {selectedStat && isCurrentPeriod && (
+              <div className="flex w-full justify-end pt-1">
+                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+              </div>
+            )}
+          </div>
+        );
+      })}
+
+      <div className="space-y-1">
+        <div className="flex items-center justify-between text-sm">
+          <span>
+            <Trans>Reports</Trans>
+          </span>
+          <span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
        </div>
      </div>
    </div>
@@ -2,7 +2,6 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { RotateCcwIcon } from 'lucide-react';
 import { useRevalidator } from 'react-router';

 type OrganisationUsageResetButtonProps = {
@@ -33,7 +32,6 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
      loading={isPending}
      onClick={() => reset({ organisationId, counter })}
    >
-      <RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
      <Trans>Reset</Trans>
    </Button>
  );
@@ -1,62 +0,0 @@
-import type { PeriodSelectorValue } from '@documenso/lib/server-only/document/find-documents';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import { Trans } from '@lingui/react/macro';
-import { useMemo } from 'react';
-import { useLocation, useNavigate, useSearchParams } from 'react-router';
-
-const isPeriodSelectorValue = (value: unknown): value is PeriodSelectorValue => {
-  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-  return ['', '7d', '14d', '30d'].includes(value as string);
-};
-
-export const PeriodSelector = () => {
-  const { pathname } = useLocation();
-  const [searchParams] = useSearchParams();
-
-  const navigate = useNavigate();
-
-  const period = useMemo(() => {
-    const p = searchParams?.get('period') ?? 'all';
-
-    return isPeriodSelectorValue(p) ? p : 'all';
-  }, [searchParams]);
-
-  const onPeriodChange = (newPeriod: string) => {
-    if (!pathname) {
-      return;
-    }
-
-    const params = new URLSearchParams(searchParams?.toString());
-
-    params.set('period', newPeriod);
-
-    if (newPeriod === '' || newPeriod === 'all') {
-      params.delete('period');
-    }
-
-    void navigate(`${pathname}?${params.toString()}`, { preventScrollReset: true });
-  };
-
-  return (
-    <Select defaultValue={period} onValueChange={onPeriodChange}>
-      <SelectTrigger className="max-w-[200px] text-muted-foreground">
-        <SelectValue />
-      </SelectTrigger>
-
-      <SelectContent position="popper">
-        <SelectItem value="all">
-          <Trans>All Time</Trans>
-        </SelectItem>
-        <SelectItem value="7d">
-          <Trans>Last 7 days</Trans>
-        </SelectItem>
-        <SelectItem value="14d">
-          <Trans>Last 14 days</Trans>
-        </SelectItem>
-        <SelectItem value="30d">
-          <Trans>Last 30 days</Trans>
-        </SelectItem>
-      </SelectContent>
-    </Select>
-  );
-};
@@ -1,9 +1,7 @@
-import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
-import { Trans, useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
 import { PlusIcon, Trash2Icon } from 'lucide-react';
-import { useState } from 'react';

 type RateLimitEntryValue = { window: string; max: number };

@@ -13,153 +11,50 @@ type RateLimitArrayInputProps = {
  disabled?: boolean;
 };

-const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
-
-/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
-const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
-
-/** Keep in-progress rows; drop rows that are completely empty. */
-const persistEntries = (entries: RateLimitEntryValue[]) => {
-  return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
-};
-
 export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
-  const { t } = useLingui();
-  const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
-
-  const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
-
-  const getWindowError = (entry: RateLimitEntryValue, index: number) => {
-    const window = entry.window.trim();
-
-    if (!hasEntryInput(entry)) {
-      return null;
-    }
-
-    if (window === '') {
-      return t`Enter a window, e.g. 5m`;
-    }
-
-    if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
-      return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
-    }
-
-    const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
-      return otherIndex !== index && otherEntry.window.trim() === window;
-    });
-
-    return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
-  };
-
-  const getMaxError = (entry: RateLimitEntryValue) => {
-    if (!hasEntryInput(entry)) {
-      return null;
-    }
-
-    return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
-  };
+  const entries = value ?? [];

  const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
-    if (index >= value.length) {
-      const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
-
-      if (hasEntryInput(nextDraftEntry)) {
-        onChange(persistEntries([...value, nextDraftEntry]));
-        setDraftEntry(null);
-        return;
-      }
-
-      setDraftEntry(nextDraftEntry);
-      return;
-    }
-
-    const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
-    onChange(persistEntries(next));
+    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(next);
  };

  const removeEntry = (index: number) => {
-    if (index >= value.length) {
-      setDraftEntry(null);
-      return;
-    }
-
-    const next = value.filter((_, i) => i !== index);
-    onChange(persistEntries(next));
+    onChange(entries.filter((_, i) => i !== index));
  };

  const addEntry = () => {
-    setDraftEntry(EMPTY_ENTRY);
+    onChange([...entries, { window: '5m', max: 100 }]);
  };

-  const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
-  const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
-
  return (
    <div className="space-y-2">
-      <div className="flex items-center gap-2 text-muted-foreground text-xs">
-        <span className="w-20 shrink-0">
-          <Trans>Window</Trans>
-        </span>
-        <span className="flex-1">
-          <Trans>Max requests</Trans>
-        </span>
-        <span className="w-9 shrink-0" aria-hidden="true" />
-      </div>
+      {entries.map((entry, index) => (
+        <div key={index} className="flex items-center gap-2">
+          <Input
+            className="w-24"
+            placeholder="5m"
+            value={entry.window}
+            disabled={disabled}
+            onChange={(e) => updateEntry(index, { window: e.target.value })}
+          />
+          <Input
+            className="w-32"
+            type="number"
+            min={1}
+            value={entry.max}
+            disabled={disabled}
+            onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
+          />
+          <Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
+            <Trash2Icon className="h-4 w-4" />
+          </Button>
+        </div>
+      ))}

-      {entries.map((entry, index) => {
-        const windowError = getWindowError(entry, index);
-        const maxError = getMaxError(entry);
-
-        return (
-          <div key={index} className="space-y-1">
-            <div className="flex items-center gap-2">
-              <Input
-                className="w-20 shrink-0"
-                placeholder="5m"
-                value={entry.window}
-                disabled={disabled}
-                aria-invalid={Boolean(windowError)}
-                onChange={(e) => updateEntry(index, { window: e.target.value })}
-              />
-              <Input
-                className="flex-1"
-                type="number"
-                min={1}
-                placeholder="100"
-                value={entry.max || ''}
-                disabled={disabled}
-                aria-invalid={Boolean(maxError)}
-                onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
-              />
-              <Button
-                type="button"
-                variant="ghost"
-                size="sm"
-                className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
-                disabled={disabled}
-                aria-label={t`Remove rate limit`}
-                onClick={() => removeEntry(index)}
-              >
-                <Trash2Icon className="h-4 w-4" />
-              </Button>
-            </div>
-
-            {windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
-            {maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
-          </div>
-        );
-      })}
-
-      <Button
-        type="button"
-        variant="outline"
-        size="sm"
-        className="w-full border-dashed"
-        disabled={isAddDisabled}
-        onClick={addEntry}
-      >
+      <Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
        <PlusIcon className="mr-2 h-4 w-4" />
-        <Trans>Add rate limit window</Trans>
+        <Trans>Add rate limit</Trans>
      </Button>
    </div>
  );
@@ -1,10 +1,9 @@
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { ZUrlSearchParamsSchema } from '@documenso/lib/types/search-params';
 import { trpc } from '@documenso/trpc/react';
+import { ZFindDocumentsInternalRequestSchema } from '@documenso/trpc/server/document-router/find-documents-internal.types';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
-import { SelectItem } from '@documenso/ui/primitives/select';
 import { Skeleton } from '@documenso/ui/primitives/skeleton';
 import { TableCell } from '@documenso/ui/primitives/table';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
@@ -12,39 +11,33 @@ import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentSource, DocumentStatus as DocumentStatusEnum } from '@prisma/client';
+import type { DocumentSource } from '@prisma/client';
 import { InfoIcon } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useMemo } from 'react';
 import { useSearchParams } from 'react-router';
-import { z } from 'zod';

-import { SearchParamSelector } from '~/components/forms/search-param-selector';
-import { DocumentSearch } from '~/components/general/document/document-search';
 import { DocumentStatus } from '~/components/general/document/document-status';
 import { StackAvatarsWithTooltip } from '~/components/general/stack-avatars-with-tooltip';
 import { DocumentsTableActionButton } from '~/components/tables/documents-table-action-button';
 import { DocumentsTableActionDropdown } from '~/components/tables/documents-table-action-dropdown';
 import { DataTableTitle } from '~/components/tables/documents-table-title';
+import { TemplateDocumentsTableToolbar } from '~/components/tables/template-documents-table-toolbar';
 import { useCurrentTeam } from '~/providers/team';

-import { PeriodSelector } from '../period-selector';
-
 const DOCUMENT_SOURCE_LABELS: { [key in DocumentSource]: MessageDescriptor } = {
  DOCUMENT: msg`Document`,
  TEMPLATE: msg`Template`,
  TEMPLATE_DIRECT_LINK: msg`Direct link`,
 };

-const ZDocumentSearchParamsSchema = ZUrlSearchParamsSchema.extend({
-  source: z
-    .nativeEnum(DocumentSource)
-    .optional()
-    .catch(() => undefined),
-  status: z
-    .nativeEnum(DocumentStatusEnum)
-    .optional()
-    .catch(() => undefined),
+const ZDocumentSearchParamsSchema = ZFindDocumentsInternalRequestSchema.pick({
+  page: true,
+  perPage: true,
+  query: true,
+  period: true,
+  status: true,
+  source: true,
 });

 type TemplatePageViewDocumentsTableProps = {
@@ -59,9 +52,14 @@ export const TemplatePageViewDocumentsTable = ({ templateId }: TemplatePageViewD

  const team = useCurrentTeam();

-  const parsedSearchParams = ZDocumentSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
+  const searchParamsString = searchParams.toString();

-  const { data, isLoading, isLoadingError } = trpc.document.find.useQuery(
+  const parsedSearchParams = useMemo(
+    () => ZDocumentSearchParamsSchema.parse(Object.fromEntries(searchParams)),
+    [searchParamsString],
+  );
+
+  const { data, isLoading, isLoadingError } = trpc.document.findDocumentsInternal.useQuery(
    {
      templateId,
      page: parsedSearchParams.page,
@@ -69,6 +67,7 @@ export const TemplatePageViewDocumentsTable = ({ templateId }: TemplatePageViewD
      query: parsedSearchParams.query,
      source: parsedSearchParams.source,
      status: parsedSearchParams.status,
+      period: parsedSearchParams.period,
    },
    {
      placeholderData: (previousData) => previousData,
@@ -166,48 +165,11 @@ export const TemplatePageViewDocumentsTable = ({ templateId }: TemplatePageViewD
        ),
      },
    ] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
-  }, []);
+  }, [_, i18n, team?.url]);

  return (
-    <div>
-      <div className="mb-4 flex flex-row space-x-4">
-        <DocumentSearch />
-
-        <SearchParamSelector
-          paramKey="status"
-          isValueValid={(value) => [...DocumentStatusEnum.COMPLETED].includes(value as unknown as string)}
-        >
-          <SelectItem value="all">
-            <Trans>Any Status</Trans>
-          </SelectItem>
-          <SelectItem value={DocumentStatusEnum.COMPLETED}>
-            <Trans>Completed</Trans>
-          </SelectItem>
-          <SelectItem value={DocumentStatusEnum.PENDING}>
-            <Trans>Pending</Trans>
-          </SelectItem>
-          <SelectItem value={DocumentStatusEnum.DRAFT}>
-            <Trans>Draft</Trans>
-          </SelectItem>
-        </SearchParamSelector>
-
-        <SearchParamSelector
-          paramKey="source"
-          isValueValid={(value) => [...DocumentSource.TEMPLATE].includes(value as unknown as string)}
-        >
-          <SelectItem value="all">
-            <Trans>Any Source</Trans>
-          </SelectItem>
-          <SelectItem value={DocumentSource.TEMPLATE}>
-            <Trans>Template</Trans>
-          </SelectItem>
-          <SelectItem value={DocumentSource.TEMPLATE_DIRECT_LINK}>
-            <Trans>Direct Link</Trans>
-          </SelectItem>
-        </SearchParamSelector>
-
-        <PeriodSelector />
-      </div>
+    <div className="space-y-4">
+      <TemplateDocumentsTableToolbar />

      <DataTable
        columns={columns}
@@ -1,63 +0,0 @@
-import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
-import { trpc } from '@documenso/trpc/react';
-import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
-import { msg } from '@lingui/core/macro';
-import { Trans } from '@lingui/react/macro';
-import { useLocation, useNavigate, useSearchParams } from 'react-router';
-
-type DocumentsTableSenderFilterProps = {
-  teamId: number;
-};
-
-export const DocumentsTableSenderFilter = ({ teamId }: DocumentsTableSenderFilterProps) => {
-  const { pathname } = useLocation();
-  const [searchParams] = useSearchParams();
-  const navigate = useNavigate();
-
-  const isMounted = useIsMounted();
-
-  const senderIds = (searchParams?.get('senderIds') ?? '').split(',').filter((value) => value !== '');
-
-  const { data, isLoading } = trpc.team.member.getMany.useQuery({
-    teamId,
-  });
-
-  const comboBoxOptions = (data ?? []).map((member) => ({
-    label: member.name ?? member.email,
-    value: member.userId.toString(),
-  }));
-
-  const onChange = (newSenderIds: string[]) => {
-    if (!pathname) {
-      return;
-    }
-
-    const params = new URLSearchParams(searchParams?.toString());
-
-    params.set('senderIds', newSenderIds.join(','));
-
-    if (newSenderIds.length === 0) {
-      params.delete('senderIds');
-    }
-
-    void navigate(`${pathname}?${params.toString()}`, { preventScrollReset: true });
-  };
-
-  return (
-    <MultiSelectCombobox
-      emptySelectionPlaceholder={
-        <p className="font-normal text-muted-foreground">
-          <Trans>
-            <span className="text-muted-foreground/70">Sender:</span> All
-          </Trans>
-        </p>
-      }
-      enableClearAllButton={true}
-      inputPlaceholder={msg`Search`}
-      loading={!isMounted || isLoading}
-      options={comboBoxOptions}
-      selectedValues={senderIds}
-      onChange={onChange}
-    />
-  );
-};
@@ -0,0 +1,196 @@
+import { useEffect, useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { XIcon } from 'lucide-react';
+import { useSearchParams } from 'react-router';
+
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { parseToStringArray, toCommaSeparatedSearchParam } from '@documenso/lib/utils/params';
+import { trpc } from '@documenso/trpc/react';
+import type { TFindDocumentsInternalResponse } from '@documenso/trpc/server/document-router/find-documents-internal.types';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableFacetedFilterOption } from '@documenso/ui/primitives/data-table-faceted-filter';
+import { DataTableFacetedFilter } from '@documenso/ui/primitives/data-table-faceted-filter';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { PERIOD_OPTIONS } from './table-toolbar.constants';
+
+type DocumentsTableToolbarProps = {
+  teamId?: number;
+  statusOptions: DataTableFacetedFilterOption[];
+  statusCounts: TFindDocumentsInternalResponse['stats'];
+};
+
+export const DocumentsTableToolbar = ({
+  teamId,
+  statusOptions,
+  statusCounts,
+}: DocumentsTableToolbarProps) => {
+  const { _ } = useLingui();
+
+  const [searchParams] = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const query = searchParams.get('query') ?? '';
+  const period = searchParams.get('period') ?? '';
+  const statusParam = searchParams.get('status');
+  const senderIdsParam = searchParams.get('senderIds');
+
+  const selectedStatusValues = useMemo(() => parseToStringArray(statusParam), [statusParam]);
+  const selectedSenderValues = useMemo(() => parseToStringArray(senderIdsParam), [senderIdsParam]);
+
+  const [searchTerm, setSearchTerm] = useState(query);
+  const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
+
+  useEffect(() => {
+    setSearchTerm(query);
+  }, [query]);
+
+  useEffect(() => {
+    if (debouncedSearchTerm !== searchTerm) {
+      return;
+    }
+
+    if (debouncedSearchTerm === query) {
+      return;
+    }
+
+    updateSearchParams(
+      { query: debouncedSearchTerm || undefined, page: undefined },
+      { replace: true },
+    );
+  }, [debouncedSearchTerm, query, searchTerm, updateSearchParams]);
+
+  const { data: members } = trpc.team.member.getMany.useQuery(
+    {
+      teamId: teamId ?? 0,
+    },
+    {
+      enabled: teamId !== undefined,
+    },
+  );
+
+  const senderOptions = useMemo(() => {
+    return (members ?? []).map((member) => ({
+      label: member.name ?? member.email,
+      value: member.userId.toString(),
+    }));
+  }, [members]);
+
+  const periodOptions = useMemo<DataTableFacetedFilterOption[]>(() => {
+    return PERIOD_OPTIONS.map((option) => ({
+      label: _(option.label),
+      value: option.value,
+    }));
+  }, [_]);
+
+  const hasActiveFilters =
+    query.length > 0 ||
+    selectedStatusValues.length > 0 ||
+    selectedSenderValues.length > 0 ||
+    (period.length > 0 && period !== 'all');
+
+  const onResetFilters = () => {
+    setSearchTerm('');
+
+    updateSearchParams({
+      query: undefined,
+      status: undefined,
+      senderIds: undefined,
+      period: undefined,
+      page: undefined,
+    });
+  };
+
+  return (
+    <div className="flex flex-wrap items-center gap-2">
+      <div className="relative min-w-[286px] max-w-[494px]">
+        <Input
+          type="text"
+          value={searchTerm}
+          onChange={(event) => setSearchTerm(event.target.value)}
+          placeholder={_(msg`Search documents...`)}
+          className="h-9 w-full pe-9"
+        />
+
+        {searchTerm.length > 0 && (
+          <button
+            type="button"
+            aria-label={_(msg`Clear search`)}
+            className="absolute inset-y-0 end-0 flex w-9 items-center justify-center text-muted-foreground hover:text-foreground"
+            onClick={() => {
+              setSearchTerm('');
+              updateSearchParams({ query: undefined, page: undefined }, { replace: true });
+            }}
+          >
+            <XIcon className="h-4 w-4" />
+          </button>
+        )}
+      </div>
+
+      <DataTableFacetedFilter
+        title={_(msg`Status`)}
+        options={statusOptions}
+        selectedValues={selectedStatusValues}
+        counts={statusCounts}
+        showSearch={false}
+        onSelectedValuesChange={(values) => {
+          updateSearchParams(
+            {
+              status: toCommaSeparatedSearchParam(values),
+              page: undefined,
+            },
+            { replace: true },
+          );
+        }}
+      />
+
+      {teamId !== undefined && (
+        <DataTableFacetedFilter
+          title={_(msg`Sender`)}
+          options={senderOptions}
+          selectedValues={selectedSenderValues}
+          showSearch
+          onSelectedValuesChange={(values) => {
+            updateSearchParams(
+              {
+                senderIds: toCommaSeparatedSearchParam(values),
+                page: undefined,
+              },
+              { replace: true },
+            );
+          }}
+        />
+      )}
+
+      <DataTableFacetedFilter
+        title={_(msg`Time`)}
+        options={periodOptions}
+        selectedValues={period ? [period] : []}
+        singleSelect
+        showSearch={false}
+        onSelectedValuesChange={(values) => {
+          const nextPeriod = values[0];
+
+          updateSearchParams(
+            {
+              period: nextPeriod ?? undefined,
+              page: undefined,
+            },
+            { replace: true },
+          );
+        }}
+      />
+
+      {hasActiveFilters && (
+        <Button variant="ghost" size="sm" onClick={onResetFilters}>
+          <Trans>Reset</Trans>
+          <XIcon className="ml-2 h-4 w-4" />
+        </Button>
+      )}
+    </div>
+  );
+};
@@ -1,4 +1,3 @@
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -30,7 +29,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
 };

 const ZUpdatePasskeySchema = z.object({
-  name: ZNameSchema,
+  name: z.string(),
 });

 type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;
@@ -0,0 +1,21 @@
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+
+export const PERIOD_OPTIONS: Array<{ label: MessageDescriptor; value: string }> = [
+  {
+    label: msg`All Time`,
+    value: 'all',
+  },
+  {
+    label: msg`Last 7 days`,
+    value: '7d',
+  },
+  {
+    label: msg`Last 14 days`,
+    value: '14d',
+  },
+  {
+    label: msg`Last 30 days`,
+    value: '30d',
+  },
+];
@@ -0,0 +1,206 @@
+import { useEffect, useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentSource, DocumentStatus as DocumentStatusEnum } from '@prisma/client';
+import { CheckCircle2, Clock, File, FileText, LinkIcon, XIcon } from 'lucide-react';
+import { useSearchParams } from 'react-router';
+
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { parseToStringArray, toCommaSeparatedSearchParam } from '@documenso/lib/utils/params';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableFacetedFilterOption } from '@documenso/ui/primitives/data-table-faceted-filter';
+import { DataTableFacetedFilter } from '@documenso/ui/primitives/data-table-faceted-filter';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { PERIOD_OPTIONS } from './table-toolbar.constants';
+
+export const TemplateDocumentsTableToolbar = () => {
+  const { _ } = useLingui();
+
+  const [searchParams] = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams({ preventScrollReset: true });
+
+  const query = searchParams.get('query') ?? '';
+  const period = searchParams.get('period') ?? '';
+  const statusParam = searchParams.get('status');
+  const sourceParam = searchParams.get('source');
+
+  const selectedStatusValues = useMemo(() => parseToStringArray(statusParam), [statusParam]);
+  const selectedSourceValues = useMemo(() => parseToStringArray(sourceParam), [sourceParam]);
+
+  const [searchTerm, setSearchTerm] = useState(query);
+  const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
+
+  useEffect(() => {
+    setSearchTerm(query);
+  }, [query]);
+
+  useEffect(() => {
+    if (debouncedSearchTerm !== searchTerm) {
+      return;
+    }
+
+    if (debouncedSearchTerm === query) {
+      return;
+    }
+
+    updateSearchParams(
+      { query: debouncedSearchTerm || undefined, page: undefined },
+      { replace: true },
+    );
+  }, [debouncedSearchTerm, query, searchTerm, updateSearchParams]);
+
+  const statusOptions = useMemo<DataTableFacetedFilterOption[]>(
+    () => [
+      {
+        label: _(msg`Completed`),
+        value: DocumentStatusEnum.COMPLETED,
+        icon: CheckCircle2,
+        iconClassName: 'text-green-500 dark:text-green-300',
+      },
+      {
+        label: _(msg`Pending`),
+        value: DocumentStatusEnum.PENDING,
+        icon: Clock,
+        iconClassName: 'text-blue-600 dark:text-blue-300',
+      },
+      {
+        label: _(msg`Draft`),
+        value: DocumentStatusEnum.DRAFT,
+        icon: File,
+        iconClassName: 'text-yellow-500 dark:text-yellow-200',
+      },
+    ],
+    [_],
+  );
+
+  const sourceOptions = useMemo<DataTableFacetedFilterOption[]>(
+    () => [
+      {
+        label: _(msg`Template`),
+        value: DocumentSource.TEMPLATE,
+        icon: FileText,
+      },
+      {
+        label: _(msg`Direct Link`),
+        value: DocumentSource.TEMPLATE_DIRECT_LINK,
+        icon: LinkIcon,
+      },
+    ],
+    [_],
+  );
+
+  const periodOptions = useMemo<DataTableFacetedFilterOption[]>(() => {
+    return PERIOD_OPTIONS.map((option) => ({
+      label: _(option.label),
+      value: option.value,
+    }));
+  }, [_]);
+
+  const hasActiveFilters =
+    query.length > 0 ||
+    selectedStatusValues.length > 0 ||
+    selectedSourceValues.length > 0 ||
+    (period.length > 0 && period !== 'all');
+
+  const onResetFilters = () => {
+    setSearchTerm('');
+
+    updateSearchParams({
+      query: undefined,
+      status: undefined,
+      source: undefined,
+      period: undefined,
+      page: undefined,
+    });
+  };
+
+  return (
+    <div className="flex flex-wrap items-center gap-2">
+      <div className="relative min-w-[286px] max-w-[494px]">
+        <Input
+          type="text"
+          value={searchTerm}
+          onChange={(event) => setSearchTerm(event.target.value)}
+          placeholder={_(msg`Search documents...`)}
+          className="h-9 w-full pe-9"
+        />
+
+        {searchTerm.length > 0 && (
+          <button
+            type="button"
+            aria-label={_(msg`Clear search`)}
+            className="absolute inset-y-0 end-0 flex w-9 items-center justify-center text-muted-foreground hover:text-foreground"
+            onClick={() => {
+              setSearchTerm('');
+              updateSearchParams({ query: undefined, page: undefined }, { replace: true });
+            }}
+          >
+            <XIcon className="h-4 w-4" />
+          </button>
+        )}
+      </div>
+
+      <DataTableFacetedFilter
+        title={_(msg`Status`)}
+        options={statusOptions}
+        selectedValues={selectedStatusValues}
+        showSearch={false}
+        onSelectedValuesChange={(values) => {
+          updateSearchParams(
+            {
+              status: toCommaSeparatedSearchParam(values),
+              page: undefined,
+            },
+            { replace: true },
+          );
+        }}
+      />
+
+      <DataTableFacetedFilter
+        title={_(msg`Source`)}
+        options={sourceOptions}
+        selectedValues={selectedSourceValues}
+        showSearch={false}
+        onSelectedValuesChange={(values) => {
+          updateSearchParams(
+            {
+              source: toCommaSeparatedSearchParam(values),
+              page: undefined,
+            },
+            { replace: true },
+          );
+        }}
+      />
+
+      <DataTableFacetedFilter
+        title={_(msg`Time`)}
+        options={periodOptions}
+        selectedValues={period ? [period] : []}
+        singleSelect
+        showSearch={false}
+        onSelectedValuesChange={(values) => {
+          const nextPeriod = values[0];
+
+          updateSearchParams(
+            {
+              period: nextPeriod ?? undefined,
+              page: undefined,
+            },
+            { replace: true },
+          );
+        }}
+      />
+
+      {hasActiveFilters && (
+        <Button variant="ghost" size="sm" onClick={onResetFilters}>
+          <Trans>Reset</Trans>
+          <XIcon className="ml-2 h-4 w-4" />
+        </Button>
+      )}
+    </div>
+  );
+};
@@ -0,0 +1,131 @@
+import { useEffect, useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { TemplateType } from '@prisma/client';
+import { Globe2Icon, LockIcon, XIcon } from 'lucide-react';
+import { useSearchParams } from 'react-router';
+
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { parseToStringArray, toCommaSeparatedSearchParam } from '@documenso/lib/utils/params';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableFacetedFilterOption } from '@documenso/ui/primitives/data-table-faceted-filter';
+import { DataTableFacetedFilter } from '@documenso/ui/primitives/data-table-faceted-filter';
+import { Input } from '@documenso/ui/primitives/input';
+
+export const TemplatesTableToolbar = () => {
+  const { _ } = useLingui();
+
+  const [searchParams] = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const query = searchParams.get('query') ?? '';
+  const typeParam = searchParams.get('type');
+
+  const selectedTypeValues = useMemo(() => parseToStringArray(typeParam), [typeParam]);
+
+  const [searchTerm, setSearchTerm] = useState(query);
+  const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
+
+  useEffect(() => {
+    setSearchTerm(query);
+  }, [query]);
+
+  useEffect(() => {
+    if (debouncedSearchTerm !== searchTerm) {
+      return;
+    }
+
+    if (debouncedSearchTerm === query) {
+      return;
+    }
+
+    updateSearchParams(
+      { query: debouncedSearchTerm || undefined, page: undefined },
+      { replace: true },
+    );
+  }, [debouncedSearchTerm, query, searchTerm, updateSearchParams]);
+
+  const typeOptions = useMemo<DataTableFacetedFilterOption[]>(
+    () => [
+      {
+        label: _(msg`Public`),
+        value: TemplateType.PUBLIC,
+        icon: Globe2Icon,
+        iconClassName: 'text-green-500 dark:text-green-300',
+      },
+      {
+        label: _(msg`Private`),
+        value: TemplateType.PRIVATE,
+        icon: LockIcon,
+        iconClassName: 'text-blue-600 dark:text-blue-300',
+      },
+    ],
+    [_],
+  );
+
+  const hasActiveFilters = query.length > 0 || selectedTypeValues.length > 0;
+
+  const onResetFilters = () => {
+    setSearchTerm('');
+
+    updateSearchParams({
+      query: undefined,
+      type: undefined,
+      page: undefined,
+    });
+  };
+
+  return (
+    <div className="flex flex-wrap items-center gap-2">
+      <div className="relative min-w-[286px] max-w-[494px]">
+        <Input
+          type="text"
+          value={searchTerm}
+          onChange={(event) => setSearchTerm(event.target.value)}
+          placeholder={_(msg`Search templates...`)}
+          className="h-9 w-full pe-9"
+        />
+
+        {searchTerm.length > 0 && (
+          <button
+            type="button"
+            aria-label={_(msg`Clear search`)}
+            className="absolute inset-y-0 end-0 flex w-9 items-center justify-center text-muted-foreground hover:text-foreground"
+            onClick={() => {
+              setSearchTerm('');
+              updateSearchParams({ query: undefined, page: undefined }, { replace: true });
+            }}
+          >
+            <XIcon className="h-4 w-4" />
+          </button>
+        )}
+      </div>
+
+      <DataTableFacetedFilter
+        title={_(msg`Type`)}
+        options={typeOptions}
+        selectedValues={selectedTypeValues}
+        showSearch={false}
+        onSelectedValuesChange={(values) => {
+          updateSearchParams(
+            {
+              type: toCommaSeparatedSearchParam(values),
+              page: undefined,
+            },
+            { replace: true },
+          );
+        }}
+      />
+
+      {hasActiveFilters && (
+        <Button variant="ghost" size="sm" onClick={onResetFilters}>
+          <Trans>Reset</Trans>
+          <XIcon className="ml-2 h-4 w-4" />
+        </Button>
+      )}
+    </div>
+  );
+};
@@ -3,32 +3,27 @@ import { dynamicActivate } from '@documenso/lib/utils/i18n';
 import { i18n } from '@lingui/core';
 import { detect, fromHtmlTag } from '@lingui/detect-locale';
 import { I18nProvider } from '@lingui/react';
-import { StrictMode, startTransition } from 'react';
+import { StrictMode, startTransition, useEffect } from 'react';
 import { hydrateRoot } from 'react-dom/client';
 import { HydratedRouter } from 'react-router/dom';

 import './utils/polyfills/promise-with-resolvers';

-/**
- * Initialised imperatively (not as a component inside `hydrateRoot`) because
- * rendering extra client-only siblings changes the React tree structure
- * relative to the server render in `entry.server.tsx`. That shifts every
- * `useId` value (used by Radix for `id`/`htmlFor`/`aria-*`), causing hydration
- * mismatches which can abort hydration entirely when the user interacts with
- * the page early, leaving dead event handlers (broken dropdowns, native form
- * submits).
- */
-function initPosthog() {
+function PosthogInit() {
  const postHogConfig = extractPostHogConfig();

-  if (postHogConfig) {
-    void import('posthog-js').then(({ default: posthog }) => {
-      posthog.init(postHogConfig.key, {
-        api_host: postHogConfig.host,
-        capture_exceptions: true,
+  useEffect(() => {
+    if (postHogConfig) {
+      void import('posthog-js').then(({ default: posthog }) => {
+        posthog.init(postHogConfig.key, {
+          api_host: postHogConfig.host,
+          capture_exceptions: true,
+        });
      });
-    });
-  }
+    }
+  }, []);
+
+  return null;
 }

 async function main() {
@@ -43,11 +38,11 @@ async function main() {
        <I18nProvider i18n={i18n}>
          <HydratedRouter />
        </I18nProvider>
+
+        <PosthogInit />
      </StrictMode>,
    );
  });
-
-  void initPosthog();
 }

 // eslint-disable-next-line @typescript-eslint/no-floating-promises
@@ -119,11 +119,7 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
  const isRecipientRoute = matches.some((m) => m.id?.startsWith('routes/_recipient+'));

  return (
-    // `suppressHydrationWarning` because `remix-themes` intentionally mutates
-    // `data-theme`/`class` on <html> before hydration (PreventFlashOnWrongTheme),
-    // so the server-rendered attributes never match the client render when the
-    // theme is resolved from the system preference. Attribute-only, one level deep.
-    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''} suppressHydrationWarning>
+    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''}>
      <head>
        <meta charSet="utf-8" />
        <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
@@ -177,11 +173,7 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
        <script
          nonce={nonce(cspNonce)}
          dangerouslySetInnerHTML={{
-            // `__webpack_nonce__` is read by `get-nonce` (used by
-            // react-remove-scroll / react-style-singleton inside Radix menus and
-            // dialogs) to stamp runtime-injected <style> elements. Without it the
-            // strict `style-src-elem` CSP blocks the scroll-lock styles.
-            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}; window.__webpack_nonce__ = ${JSON.stringify(cspNonce ?? '')}`,
+            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,
          }}
        />

@@ -8,7 +8,6 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
 import { trpc } from '@documenso/trpc/react';
 import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
 import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
-import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -31,7 +30,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
+import { OrganisationMemberRole } from '@prisma/client';
 import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
 import { useMemo } from 'react';
 import { useForm } from 'react-hook-form';
@@ -43,6 +42,7 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
 import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
 import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
+import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
 import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -268,32 +268,54 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

      <GenericOrganisationAdminForm organisation={organisation} />

-      <SettingsHeader
-        title={t`Organisation usage`}
-        subtitle={t`Current usage against organisation limits.`}
-        className="mt-6"
-        hideDivider
-      />
+      <div className="mt-6 rounded-lg border p-4">
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+          <div>
+            <p className="font-medium text-sm">
+              <Trans>Organisation usage</Trans>
+            </p>
+            <p className="mt-1 text-muted-foreground text-sm">
+              <Trans>Current usage against organisation limits.</Trans>
+            </p>
+          </div>
+        </div>

-      <OrganisationUsagePanel
-        organisationId={organisation.id}
-        monthlyStats={organisation.monthlyStats}
-        organisationClaim={organisation.organisationClaim}
-        capacityUsage={{
-          members: organisation.members.length,
-          teams: organisation.teams.length,
-        }}
-      />
+        <div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
+          <DetailsCard label={<Trans>Members</Trans>}>
+            <DetailsValue>
+              {organisation.members.length} /{' '}
+              {organisation.organisationClaim.memberCount === 0
+                ? t`Unlimited`
+                : organisation.organisationClaim.memberCount}
+            </DetailsValue>
+          </DetailsCard>
+
+          <DetailsCard label={<Trans>Teams</Trans>}>
+            <DetailsValue>
+              {organisation.teams.length} /{' '}
+              {organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
+            </DetailsValue>
+          </DetailsCard>
+        </div>
+
+        <div className="mt-4">
+          <OrganisationUsagePanel
+            organisationId={organisation.id}
+            monthlyStats={organisation.monthlyStats}
+            organisationClaim={organisation.organisationClaim}
+          />
+        </div>
+      </div>

      <div className="mt-6 rounded-lg border p-4">
        <Accordion type="single" collapsible>
          <AccordionItem value="global-settings" className="border-b-0">
            <AccordionTrigger className="py-0">
              <div className="text-left">
-                <p className="font-semibold text-base">
+                <p className="font-medium text-sm">
                  <Trans>Global Settings</Trans>
                </p>
-                <p className="mt-1 text-muted-foreground text-sm">
+                <p className="mt-1 font-normal text-muted-foreground text-sm">
                  <Trans>Default settings applied to this organisation.</Trans>
                </p>
              </div>
@@ -313,15 +335,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
        className="mt-16"
      />

-      <Alert
-        className={cn(
-          'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
-          organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
-            'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
-          organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
-        )}
-        variant="neutral"
-      >
+      <Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
        <div className="mb-4 sm:mb-0">
          <AlertTitle>
            <Trans>Subscription</Trans>
@@ -329,12 +343,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

          <AlertDescription className="mr-2">
            {organisation.subscription ? (
-              <span className="flex items-center gap-2">
-                {organisation.subscription.status === SubscriptionStatus.ACTIVE && (
-                  <span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
-                )}
-                <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
-              </span>
+              <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
            ) : (
              <span>
                <Trans>No subscription found</Trans>
@@ -347,7 +356,6 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
          <div>
            <Button
              variant="outline"
-              className="bg-background"
              loading={isCreatingStripeCustomer}
              onClick={async () => createStripeCustomer({ organisationId })}
            >
@@ -358,7 +366,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

        {organisation.customerId && !organisation.subscription && (
          <div>
-            <Button variant="outline" className="bg-background" asChild>
+            <Button variant="outline" asChild>
              <Link
                target="_blank"
                to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -375,13 +383,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
            <AdminOrganisationSyncSubscriptionDialog
              organisationId={organisationId}
              trigger={
-                <Button variant="outline" className="bg-background">
+                <Button variant="outline">
                  <Trans>Sync Stripe subscription</Trans>
                </Button>
              }
            />

-            <Button variant="outline" className="bg-background" asChild>
+            <Button variant="outline" asChild>
              <Link
                target="_blank"
                to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -398,27 +406,21 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

      <div className="mt-16 space-y-10">
        <div>
-          <h3 className="font-semibold text-base">
+          <label className="font-medium text-sm leading-none">
            <Trans>Organisation Members</Trans>
-          </h3>
-          <p className="mt-1 text-muted-foreground text-sm">
-            <Trans>People with access to this organisation.</Trans>
-          </p>
+          </label>

-          <div className="mt-3">
+          <div className="my-2">
            <DataTable columns={organisationMembersColumns} data={organisation.members} />
          </div>
        </div>

        <div>
-          <h3 className="font-semibold text-base">
+          <label className="font-medium text-sm leading-none">
            <Trans>Organisation Teams</Trans>
-          </h3>
-          <p className="mt-1 text-muted-foreground text-sm">
-            <Trans>Teams that belong to this organisation.</Trans>
-          </p>
+          </label>

-          <div className="mt-3">
+          <div className="my-2">
            <DataTable columns={teamsColumns} data={organisation.teams} />
          </div>
        </div>
@@ -646,7 +648,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
              <FormLabel className="flex items-center">
                <Trans>Inherited subscription claim</Trans>
                <Tooltip>
-                  <TooltipTrigger type="button">
+                  <TooltipTrigger>
                    <InfoIcon className="mx-2 h-4 w-4" />
                  </TooltipTrigger>

@@ -679,15 +681,10 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
                  </TooltipContent>
                </Tooltip>
              </FormLabel>
-              <div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
-                {field.value ? (
-                  <span className="font-mono text-foreground">{field.value}</span>
-                ) : (
-                  <span className="text-muted-foreground">
-                    <Trans>No inherited claim</Trans>
-                  </span>
-                )}
-              </div>
+              <FormControl>
+                <Input disabled {...field} />
+              </FormControl>
+              <FormMessage />
            </FormItem>
          )}
        />
@@ -718,113 +715,108 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
          )}
        />

-        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
-          <FormField
-            control={form.control}
-            name="claims.teamCount"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Team Count</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input
-                    type="number"
-                    min={0}
-                    {...field}
-                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                  />
-                </FormControl>
-                <FormDescription>
-                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-                </FormDescription>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
+        <FormField
+          control={form.control}
+          name="claims.teamCount"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Team Count</Trans>
+              </FormLabel>
+              <FormControl>
+                <Input
+                  type="number"
+                  min={0}
+                  {...field}
+                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                />
+              </FormControl>
+              <FormDescription>
+                <Trans>Number of teams allowed. 0 = Unlimited</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />

-          <FormField
-            control={form.control}
-            name="claims.memberCount"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Member Count</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input
-                    type="number"
-                    min={0}
-                    {...field}
-                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                  />
-                </FormControl>
-                <FormDescription>
-                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
-                </FormDescription>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
+        <FormField
+          control={form.control}
+          name="claims.memberCount"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Member Count</Trans>
+              </FormLabel>
+              <FormControl>
+                <Input
+                  type="number"
+                  min={0}
+                  {...field}
+                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                />
+              </FormControl>
+              <FormDescription>
+                <Trans>Number of members allowed. 0 = Unlimited</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />

-          <FormField
-            control={form.control}
-            name="claims.envelopeItemCount"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Envelope Item Count</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input
-                    type="number"
-                    min={1}
-                    {...field}
-                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                  />
-                </FormControl>
-                <FormDescription>
-                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
-                </FormDescription>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
+        <FormField
+          control={form.control}
+          name="claims.envelopeItemCount"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Envelope Item Count</Trans>
+              </FormLabel>
+              <FormControl>
+                <Input
+                  type="number"
+                  min={1}
+                  {...field}
+                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                />
+              </FormControl>
+              <FormDescription>
+                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />

-          <FormField
-            control={form.control}
-            name="claims.recipientCount"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Recipient Count</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input
-                    type="number"
-                    min={0}
-                    {...field}
-                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                  />
-                </FormControl>
-                <FormDescription>
-                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
-                </FormDescription>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-        </div>
+        <FormField
+          control={form.control}
+          name="claims.recipientCount"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Recipient Count</Trans>
+              </FormLabel>
+              <FormControl>
+                <Input
+                  type="number"
+                  min={0}
+                  {...field}
+                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                />
+              </FormControl>
+              <FormDescription>
+                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />

        <div>
-          <h3 className="font-semibold text-base">
+          <FormLabel>
            <Trans>Feature Flags</Trans>
-          </h3>
-          <p className="mt-1 text-muted-foreground text-sm">
-            <Trans>Capabilities enabled for this organisation.</Trans>
-          </p>
+          </FormLabel>

-          <div className="mt-3 space-y-2 rounded-md border p-4">
+          <div className="mt-2 space-y-2 rounded-md border p-4">
            {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
              const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions

@@ -287,11 +287,7 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
              </AccordionTrigger>
              <AccordionContent>
                <div className="mt-4">
-                  <AdminGlobalSettingsSection
-                    settings={team.teamGlobalSettings}
-                    inheritedSettings={team.organisation.organisationGlobalSettings}
-                    isTeam
-                  />
+                  <AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
                </div>
              </AccordionContent>
            </AccordionItem>
@@ -1,6 +1,7 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -48,29 +49,26 @@ export default function OrganisationSettingsBrandingPage() {

  const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();

-  const { mutateAsync: updateOrganisationBrandingLogo } = trpc.organisation.settings.updateBrandingLogo.useMutation();
-
  const onBrandingPreferencesFormSubmit = async (data: TBrandingPreferencesFormSchema) => {
    try {
      const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;

-      // Upload (or clear) the logo through the dedicated, server-validated route.
-      if (brandingLogo instanceof File || brandingLogo === null) {
-        const formData = new FormData();
+      let uploadedBrandingLogo: string | undefined;

-        formData.append('payload', JSON.stringify({ organisationId: organisation.id }));
+      if (brandingLogo) {
+        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
+      }

-        if (brandingLogo instanceof File) {
-          formData.append('brandingLogo', brandingLogo);
-        }
-
-        await updateOrganisationBrandingLogo(formData);
+      // Empty the branding logo if the user unsets it.
+      if (brandingLogo === null) {
+        uploadedBrandingLogo = '';
      }

      const result = await updateOrganisationSettings({
        organisationId: organisation.id,
        data: {
          brandingEnabled: brandingEnabled ?? undefined,
+          brandingLogo: uploadedBrandingLogo,
          brandingUrl,
          brandingCompanyDetails,
          brandingColors,
@@ -88,7 +88,7 @@ export default function OrganisationSettingsDocumentPage() {
          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
-          delegateDocumentOwnership,
+          delegateDocumentOwnership: delegateDocumentOwnership,
          aiFeaturesEnabled,
          envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
          reminderSettings: reminderSettings ?? undefined,
@@ -3,7 +3,6 @@ import { ORGANISATION_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/org
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { AppError } from '@documenso/lib/errors/app-error';
-import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindOrganisationGroupsResponse } from '@documenso/trpc/server/organisation-router/find-organisation-groups.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,6 +28,7 @@ import { useMemo, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { Link } from 'react-router';
 import { z } from 'zod';
+
 import { OrganisationGroupDeleteDialog } from '~/components/dialogs/organisation-group-delete-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import {
@@ -36,6 +36,7 @@ import {
  OrganisationMembersMultiSelectCombobox,
 } from '~/components/general/organisation-members-multiselect-combobox';
 import { SettingsHeader } from '~/components/general/settings-header';
+
 import type { Route } from './+types/o.$orgUrl.settings.groups.$id';

 export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
@@ -112,7 +113,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
 }

 const ZUpdateOrganisationGroupFormSchema = z.object({
-  name: ZNameSchema,
+  name: z.string().min(1, msg`Name is required`.id),
  organisationRole: z.nativeEnum(OrganisationMemberRole),
  memberIds: z.array(z.string()),
 });
@@ -1,6 +1,5 @@
 import { useSessionStorage } from '@documenso/lib/client-only/hooks/use-session-storage';
 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 { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { parseToIntegerArray } from '@documenso/lib/utils/params';
@@ -11,25 +10,24 @@ import type { TFindDocumentsInternalResponse } from '@documenso/trpc/server/docu
 import { ZFindDocumentsInternalRequestSchema } from '@documenso/trpc/server/document-router/find-documents-internal.types';
 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 type { DataTableFacetedFilterOption } from '@documenso/ui/primitives/data-table-faceted-filter';
 import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { EnvelopeType, FolderType, OrganisationType } from '@prisma/client';
 import { useEffect, useMemo, useState } from 'react';
-import { Link, useNavigate, useParams, useSearchParams } from 'react-router';
+import { useNavigate, useParams, useSearchParams } from 'react-router';
 import { z } from 'zod';

 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';
-import { DocumentSearch } from '~/components/general/document/document-search';
-import { DocumentStatus } from '~/components/general/document/document-status';
+import { FRIENDLY_STATUS_MAP } from '~/components/general/document/document-status';
 import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
 import { FolderGrid } from '~/components/general/folder/folder-grid';
-import { PeriodSelector } from '~/components/general/period-selector';
 import { DocumentsTable } from '~/components/tables/documents-table';
 import { DocumentsTableEmptyState } from '~/components/tables/documents-table-empty-state';
-import { DocumentsTableSenderFilter } from '~/components/tables/documents-table-sender-filter';
+import { DocumentsTableToolbar } from '~/components/tables/documents-table-toolbar';
 import { EnvelopesTableBulkActionBar } from '~/components/tables/envelopes-table-bulk-action-bar';
 import { useCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -49,6 +47,8 @@ const ZSearchParamsSchema = ZFindDocumentsInternalRequestSchema.pick({
 });

 export default function DocumentsPage() {
+  const { _ } = useLingui();
+
  const organisation = useCurrentOrganisation();
  const team = useCurrentTeam();

@@ -95,35 +95,37 @@ export default function DocumentsPage() {
    },
  );

-  const getTabHref = (value: keyof typeof ExtendedDocumentStatus) => {
-    const params = new URLSearchParams(searchParams);
+  const statusOptions = useMemo<DataTableFacetedFilterOption[]>(() => {
+    return [
+      ExtendedDocumentStatus.INBOX,
+      ExtendedDocumentStatus.PENDING,
+      ExtendedDocumentStatus.COMPLETED,
+      ExtendedDocumentStatus.CANCELLED,
+      ExtendedDocumentStatus.DRAFT,
+      ExtendedDocumentStatus.REJECTED,
+    ]
+      .filter((status) => {
+        if (organisation.type === OrganisationType.PERSONAL) {
+          return status !== ExtendedDocumentStatus.INBOX;
+        }

-    params.set('status', value);
+        return true;
+      })
+      .map((status) => {
+        const { label, icon, color } = FRIENDLY_STATUS_MAP[status];

-    if (value === ExtendedDocumentStatus.ALL) {
-      params.delete('status');
-    }
+        return {
+          label: _(label),
+          value: status,
+          icon,
+          iconClassName: color,
+        };
+      });
+  }, [organisation.type, _]);

-    if (value === ExtendedDocumentStatus.INBOX && organisation.type === OrganisationType.PERSONAL) {
-      params.delete('status');
-    }
+  const selectedStatuses = findDocumentSearchParams.status ?? [];

-    if (params.has('page')) {
-      params.delete('page');
-    }
-
-    let path = formatDocumentsPath(team.url);
-
-    if (folderId) {
-      path += `/f/${folderId}`;
-    }
-
-    if (params.toString()) {
-      path += `?${params.toString()}`;
-    }
-
-    return path;
-  };
+  const selectedStatus = selectedStatuses.length === 1 ? selectedStatuses[0] : ExtendedDocumentStatus.ALL;

  useEffect(() => {
    if (data?.stats) {
@@ -147,56 +149,16 @@ export default function DocumentsPage() {
              <Trans>Documents</Trans>
            </h2>
          </div>
+        </div>

-          <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
-            <Tabs value={findDocumentSearchParams.status || 'ALL'} className="overflow-x-auto">
-              <TabsList>
-                {[
-                  ExtendedDocumentStatus.INBOX,
-                  ExtendedDocumentStatus.PENDING,
-                  ExtendedDocumentStatus.COMPLETED,
-                  ExtendedDocumentStatus.CANCELLED,
-                  ExtendedDocumentStatus.DRAFT,
-                  ExtendedDocumentStatus.ALL,
-                ]
-                  .filter((value) => {
-                    if (organisation.type === OrganisationType.PERSONAL) {
-                      return value !== ExtendedDocumentStatus.INBOX;
-                    }
-
-                    return true;
-                  })
-                  .map((value) => (
-                    <TabsTrigger key={value} className="min-w-[60px] hover:text-foreground" value={value} asChild>
-                      <Link to={getTabHref(value)} preventScrollReset>
-                        <DocumentStatus status={value} />
-
-                        {value !== ExtendedDocumentStatus.ALL && (
-                          <span className="ml-1 inline-block opacity-50">
-                            {stats[value] >= STATS_COUNT_CAP ? `${STATS_COUNT_CAP.toLocaleString()}+` : stats[value]}
-                          </span>
-                        )}
-                      </Link>
-                    </TabsTrigger>
-                  ))}
-              </TabsList>
-            </Tabs>
-
-            {team && <DocumentsTableSenderFilter teamId={team.id} />}
-
-            <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-              <PeriodSelector />
-            </div>
-            <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-              <DocumentSearch initialValue={findDocumentSearchParams.query} />
-            </div>
-          </div>
+        <div className="mt-8">
+          <DocumentsTableToolbar teamId={team?.id} statusOptions={statusOptions} statusCounts={stats} />
        </div>

        <div className="mt-8">
          <div>
            {data && data.count === 0 ? (
-              <DocumentsTableEmptyState status={findDocumentSearchParams.status || ExtendedDocumentStatus.ALL} />
+              <DocumentsTableEmptyState status={selectedStatus} />
            ) : (
              <DocumentsTable
                data={data}
@@ -1,5 +1,6 @@
 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';
@@ -37,7 +38,6 @@ export default function TeamsSettingsPage() {
  });

  const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
-  const { mutateAsync: updateTeamBrandingLogo } = trpc.team.settings.updateBrandingLogo.useMutation();

  const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();

@@ -48,23 +48,22 @@ export default function TeamsSettingsPage() {
    try {
      const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;

-      // Upload (or clear) the logo through the dedicated, server-validated route.
-      if (brandingLogo instanceof File || brandingLogo === null) {
-        const formData = new FormData();
+      let uploadedBrandingLogo: string | undefined;

-        formData.append('payload', JSON.stringify({ teamId: team.id }));
+      if (brandingLogo) {
+        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
+      }

-        if (brandingLogo instanceof File) {
-          formData.append('brandingLogo', brandingLogo);
-        }
-
-        await updateTeamBrandingLogo(formData);
+      // Empty the branding logo if the user unsets it.
+      if (brandingLogo === null) {
+        uploadedBrandingLogo = '';
      }

      const result = await updateTeamSettings({
        teamId: team.id,
        data: {
          brandingEnabled,
+          brandingLogo: uploadedBrandingLogo,
          brandingUrl: brandingUrl || null,
          brandingCompanyDetails: brandingCompanyDetails || null,
          brandingColors,
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
                uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
                drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
              }),
-          delegateDocumentOwnership,
+          delegateDocumentOwnership: delegateDocumentOwnership,
        },
      });

@@ -1,18 +1,14 @@
 import { trpc } from '@documenso/trpc/react';
-import type { TGetApiTokensResponse } from '@documenso/trpc/server/api-token-router/get-api-tokens.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
-import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
-import { DataTable, type DataTableColumnDef } from '@documenso/ui/primitives/data-table';
-import { Skeleton } from '@documenso/ui/primitives/skeleton';
-import { TableCell } from '@documenso/ui/primitives/table';
 import { msg } from '@lingui/core/macro';
-import { Trans, useLingui } from '@lingui/react/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { TeamMemberRole } from '@prisma/client';
-import { useMemo } from 'react';
+import { DateTime } from 'luxon';

-import { TokenCreateDialog } from '~/components/dialogs/token-create-dialog';
 import TokenDeleteDialog from '~/components/dialogs/token-delete-dialog';
+import { ApiTokenForm } from '~/components/forms/token';
 import { SettingsHeader } from '~/components/general/settings-header';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -22,88 +18,33 @@ export function meta() {
 }

 export default function ApiTokensPage() {
-  const { t, i18n } = useLingui();
+  const { i18n } = useLingui();
+
+  const { data: tokens } = trpc.apiToken.getMany.useQuery();

  const team = useOptionalCurrentTeam();

-  const isUnauthorized = !!team && team.currentTeamRole !== TeamMemberRole.ADMIN;
-
-  const {
-    data: tokens,
-    isLoading,
-    isError,
-  } = trpc.apiToken.getMany.useQuery(undefined, {
-    enabled: !isUnauthorized,
-  });
-
-  const columns = useMemo(() => {
-    return [
-      {
-        header: t`Name`,
-        cell: ({ row }) => <span className="font-medium text-foreground">{row.original.name}</span>,
-      },
-      {
-        header: t`Created`,
-        cell: ({ row }) => i18n.date(row.original.createdAt),
-      },
-      {
-        header: t`Expires`,
-        cell: ({ row }) => {
-          if (!row.original.expires) {
-            return (
-              <span className="text-muted-foreground">
-                <Trans>Never</Trans>
-              </span>
-            );
-          }
-
-          if (row.original.expires < new Date()) {
-            return (
-              <Badge variant="destructive" size="small">
-                <Trans>Expired</Trans>
-              </Badge>
-            );
-          }
-
-          return i18n.date(row.original.expires);
-        },
-      },
-      {
-        header: t`Actions`,
-        cell: ({ row }) => (
-          <TokenDeleteDialog token={row.original}>
-            <Button variant="destructive">
-              <Trans>Delete</Trans>
-            </Button>
-          </TokenDeleteDialog>
-        ),
-      },
-    ] satisfies DataTableColumnDef<TGetApiTokensResponse[number]>[];
-  }, []);
-
  return (
    <div>
      <SettingsHeader
        title={<Trans>API Tokens</Trans>}
        subtitle={
          <Trans>
-            Create and manage API tokens. See our{' '}
+            On this page, you can create and manage API tokens. See our{' '}
            <a
              className="text-primary underline"
              href={'https://docs.documenso.com/developers/public-api'}
              target="_blank"
              rel="noopener"
            >
-              documentation
+              Documentation
            </a>{' '}
            for more information.
          </Trans>
        }
-      >
-        {!isUnauthorized && <TokenCreateDialog />}
-      </SettingsHeader>
+      />

-      {isUnauthorized ? (
+      {team && team?.currentTeamRole !== TeamMemberRole.ADMIN ? (
        <Alert className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row" variant="warning">
          <div>
            <AlertTitle>
@@ -115,43 +56,58 @@ export default function ApiTokensPage() {
          </div>
        </Alert>
      ) : (
-        <DataTable
-          columns={columns}
-          data={tokens ?? []}
-          perPage={0}
-          currentPage={0}
-          totalPages={0}
-          error={{
-            enable: isError,
-          }}
-          emptyState={
-            <div className="flex h-60 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
-              <p>
-                <Trans>You have no API tokens yet. Your tokens will be shown here once you create them.</Trans>
+        <>
+          <ApiTokenForm className="max-w-xl" tokens={tokens} />
+
+          <hr className="mt-8 mb-4" />
+
+          <h4 className="font-medium text-xl">
+            <Trans>Your existing tokens</Trans>
+          </h4>
+
+          {tokens && tokens.length === 0 && (
+            <div className="mb-4">
+              <p className="mt-2 text-muted-foreground text-sm italic">
+                <Trans>Your tokens will be shown here once you create them.</Trans>
              </p>
            </div>
-          }
-          skeleton={{
-            enable: isLoading,
-            rows: 3,
-            component: (
-              <>
-                <TableCell>
-                  <Skeleton className="h-4 w-24 rounded-full" />
-                </TableCell>
-                <TableCell>
-                  <Skeleton className="h-4 w-16 rounded-full" />
-                </TableCell>
-                <TableCell>
-                  <Skeleton className="h-4 w-16 rounded-full" />
-                </TableCell>
-                <TableCell>
-                  <Skeleton className="h-4 w-12 rounded-full" />
-                </TableCell>
-              </>
-            ),
-          }}
-        />
+          )}
+
+          {tokens && tokens.length > 0 && (
+            <div className="mt-4 flex max-w-xl flex-col gap-y-4">
+              {tokens.map((token) => (
+                <div key={token.id} className="rounded-lg border border-border p-4">
+                  <div className="flex items-center justify-between gap-x-4">
+                    <div>
+                      <h5 className="text-base">{token.name}</h5>
+
+                      <p className="mt-2 text-muted-foreground text-xs">
+                        <Trans>Created on {i18n.date(token.createdAt, DateTime.DATETIME_FULL)}</Trans>
+                      </p>
+                      {token.expires ? (
+                        <p className="mt-1 text-muted-foreground text-xs">
+                          <Trans>Expires on {i18n.date(token.expires, DateTime.DATETIME_FULL)}</Trans>
+                        </p>
+                      ) : (
+                        <p className="mt-1 text-muted-foreground text-xs">
+                          <Trans>Token doesn't have an expiration date</Trans>
+                        </p>
+                      )}
+                    </div>
+
+                    <div>
+                      <TokenDeleteDialog token={token}>
+                        <Button variant="destructive">
+                          <Trans>Delete</Trans>
+                        </Button>
+                      </TokenDeleteDialog>
+                    </div>
+                  </div>
+                </div>
+              ))}
+            </div>
+          )}
+        </>
      )}
    </div>
  );
@@ -1,7 +1,9 @@
 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 { ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { parseToStringArray } from '@documenso/lib/utils/params';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
@@ -9,6 +11,7 @@ import type { RowSelectionState } from '@documenso/ui/primitives/data-table';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
+import type { TemplateType } from '@prisma/client';
 import { EnvelopeType, OrganisationType } from '@prisma/client';
 import { Bird } from 'lucide-react';
 import { parseAsStringLiteral, useQueryState } from 'nuqs';
@@ -21,6 +24,7 @@ import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-
 import { FolderGrid } from '~/components/general/folder/folder-grid';
 import { EnvelopesTableBulkActionBar } from '~/components/tables/envelopes-table-bulk-action-bar';
 import { TemplatesTable } from '~/components/tables/templates-table';
+import { TemplatesTableToolbar } from '~/components/tables/templates-table-toolbar';
 import { useCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';

@@ -32,6 +36,12 @@ export function meta() {
  return appMetaTags(msg`Templates`);
 }

+const ZTemplatesSearchParamsSchema = ZFindSearchParamsSchema.pick({
+  query: true,
+  page: true,
+  perPage: true,
+});
+
 export default function TemplatesPage() {
  const team = useCurrentTeam();
  const organisation = useCurrentOrganisation();
@@ -39,8 +49,15 @@ export default function TemplatesPage() {
  const { folderId } = useParams();
  const [searchParams] = useSearchParams();

-  const page = Number(searchParams.get('page')) || 1;
-  const perPage = Number(searchParams.get('perPage')) || 10;
+  const findTemplatesSearchParams = useMemo(
+    () => ZTemplatesSearchParamsSchema.safeParse(Object.fromEntries(searchParams.entries())).data || {},
+    [searchParams],
+  );
+
+  const typeFilter = useMemo(() => {
+    const selected = parseToStringArray(searchParams.get('type'));
+    return selected.length === 1 ? (selected[0] as TemplateType) : undefined;
+  }, [searchParams]);

  const [view, setView] = useQueryState('view', parseAsStringLiteral(TEMPLATE_VIEWS).withDefault('team'));

@@ -60,8 +77,8 @@ export default function TemplatesPage() {

  const teamTemplatesQuery = trpc.template.findTemplates.useQuery(
    {
-      page,
-      perPage,
+      ...findTemplatesSearchParams,
+      type: typeFilter,
      folderId,
    },
    {
@@ -71,8 +88,8 @@ export default function TemplatesPage() {

  const orgTemplatesQuery = trpc.template.findOrganisationTemplates.useQuery(
    {
-      page,
-      perPage,
+      page: findTemplatesSearchParams.page,
+      perPage: findTemplatesSearchParams.perPage,
    },
    {
      enabled: isOrgView,
@@ -129,6 +146,12 @@ export default function TemplatesPage() {
            </div>
          )}

+          {!isOrgView && (
+            <div className="mt-8">
+              <TemplatesTableToolbar />
+            </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">
@@ -7,7 +7,6 @@ import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 import { Plural } from '@lingui/react/macro';
 import { UsersIcon } from 'lucide-react';
@@ -15,7 +14,6 @@ import { redirect } from 'react-router';
 import { match } from 'ts-pattern';

 import { Header as AuthenticatedHeader } from '~/components/general/app-header';
-import { DirectTemplateInvalidPageView } from '~/components/general/direct-template/direct-template-invalid-page';
 import { DirectTemplatePageView } from '~/components/general/direct-template/direct-template-page';
 import { DirectTemplateAuthPageView } from '~/components/general/direct-template/direct-template-signing-auth-page';
 import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
@@ -72,18 +70,8 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
    };
  }

-  const recipientsWithMissingFields = getRecipientsWithMissingFields(template.recipients, template.fields);
-
-  if (recipientsWithMissingFields.length > 0) {
-    return {
-      isAccessAuthValid: true,
-      isTemplateMissingSignatures: true,
-    } as const;
-  }
-
  return {
    isAccessAuthValid: true,
-    isTemplateMissingSignatures: false,
    template: {
      ...template,
      folder: null,
@@ -108,7 +96,6 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
    .then((envelopeForSigning) => {
      return {
        isDocumentAccessValid: true,
-        isTemplateMissingSignatures: false,
        envelopeForSigning,
      } as const;
    })
@@ -121,13 +108,6 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
        } as const;
      }

-      if (error.code === AppErrorCode.MISSING_SIGNATURE_FIELD) {
-        return {
-          isDocumentAccessValid: true,
-          isTemplateMissingSignatures: true,
-        } as const;
-      }
-
      throw new Response('Not Found', { status: 404 });
    });
 };
@@ -201,10 +181,6 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
    return <DirectTemplateAuthPageView />;
  }

-  if (data.isTemplateMissingSignatures) {
-    return <DirectTemplateInvalidPageView />;
-  }
-
  const { template, directTemplateRecipient } = data;

  return (
@@ -259,10 +235,6 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
  }

-  if (data.isTemplateMissingSignatures) {
-    return <DirectTemplateInvalidPageView />;
-  }
-
  const { envelope, recipient } = data.envelopeForSigning;

  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -82,7 +82,7 @@ export default function WaitingForTurnToSignPage({ loaderData }: Route.Component
      <RecipientBranding branding={branding} cspNonce={cspNonce} />
      <div className="relative flex flex-col items-center justify-center px-4 py-12 sm:px-6 lg:px-8">
        <div className="w-full max-w-md text-center">
-          <h2 className="font-bold text-3xl tracking-tight">
+          <h2 className="font-bold text-3xl tracking-tigh">
            <Trans>Waiting for Your Turn</Trans>
          </h2>

@@ -32,10 +32,6 @@ export const getDirectTemplateErrorMessage = (code: string): ToastMessageDescrip
  return match(code)
    .with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
    .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
-    .with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
-      title: msg`Missing signature fields`,
-      description: msg`This direct link template cannot be used because one or more signers do not have a signature field assigned.`,
-    }))
    .otherwise(() => ({
      title: msg`Something went wrong`,
      description: msg`We were unable to submit this document at this time. Please try again later.`,
@@ -81,10 +77,6 @@ export const getTemplateUseErrorMessage = (code: string): ToastMessageDescriptor
      title: msg`Error`,
      description: msg`The document was created but could not be sent to recipients.`,
    }))
-    .with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
-      title: msg`Missing signature fields`,
-      description: msg`The document could not be sent because some signers do not have a signature field. Please edit the template and add a signature field for each signer.`,
-    }))
    .with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => ({
      title: msg`Error`,
      description: msg`The document could not be created because of missing or invalid information. Please review the template's recipients and fields.`,
@@ -36,8 +36,8 @@
    "@lingui/react": "^5.6.0",
    "@oslojs/crypto": "^1.0.1",
    "@oslojs/encoding": "^1.1.0",
-    "@react-router/node": "^7.18.1",
-    "@react-router/serve": "^7.18.1",
+    "@react-router/node": "^7.12.0",
+    "@react-router/serve": "^7.12.0",
    "@simplewebauthn/browser": "^13.2.2",
    "@simplewebauthn/server": "^13.2.2",
    "@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
    "@babel/preset-typescript": "^7.28.5",
    "@lingui/babel-plugin-lingui-macro": "^5.6.0",
    "@lingui/vite-plugin": "^5.6.0",
-    "@react-router/dev": "^7.18.1",
-    "@react-router/remix-routes-option-adapter": "^7.18.1",
+    "@react-router/dev": "^7.12.0",
+    "@react-router/remix-routes-option-adapter": "^7.12.0",
    "@rollup/plugin-babel": "^6.1.0",
    "@rollup/plugin-commonjs": "^28.0.9",
    "@rollup/plugin-json": "^6.1.0",
@@ -100,11 +100,11 @@
    "esbuild": "^0.27.0",
    "remix-flat-routes": "^0.8.5",
    "rollup": "^4.53.3",
-    "tsx": "^4.23.1",
+    "tsx": "^4.20.6",
    "typescript": "5.6.2",
    "vite": "^7.2.4",
    "vite-plugin-babel-macros": "^1.0.6",
    "vite-tsconfig-paths": "^5.1.4"
  },
-  "version": "2.16.0"
+  "version": "2.14.0"
 }
@@ -1,8 +1,9 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { AppError } from '@documenso/lib/errors/app-error';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
+import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
 import type { Prisma } from '@prisma/client';
@@ -11,11 +12,14 @@ import { Hono } from 'hono';
 import type { HonoEnv } from '../../router';
 import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
 import {
+  isAllowedUploadContentType,
+  type TGetPresignedPostUrlResponse,
  ZGetEnvelopeItemFileDownloadRequestParamsSchema,
  ZGetEnvelopeItemFileRequestParamsSchema,
  ZGetEnvelopeItemFileRequestQuerySchema,
  ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
  ZGetEnvelopeItemFileTokenRequestParamsSchema,
+  ZGetPresignedPostUrlRequestSchema,
  ZUploadPdfRequestSchema,
 } from './files.types';
 import getEnvelopeItemPdfRoute from './routes/get-envelope-item-pdf';
@@ -57,6 +61,29 @@ export const filesRoute = new Hono<HonoEnv>()
      return c.json({ error: 'Upload failed' }, 500);
    }
  })
+  .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
+    const userId = await resolveFileUploadUserId(c);
+
+    if (!userId) {
+      return c.json({ error: 'Unauthorized' }, 401);
+    }
+
+    const { fileName, contentType } = c.req.valid('json');
+
+    if (!isAllowedUploadContentType(contentType)) {
+      return c.json({ error: 'Unsupported content type' }, 400);
+    }
+
+    try {
+      const { key, url } = await getPresignPostUrl(fileName, contentType, userId);
+
+      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
+    } catch (err) {
+      console.error(err);
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
+    }
+  })
  .get(
    '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
    sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),
@@ -13,6 +13,27 @@ export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
 export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
 export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;

+export const ALLOWED_UPLOAD_CONTENT_TYPES = ['application/pdf', 'image/jpeg', 'image/png', 'image/webp'] as const;
+
+export const isAllowedUploadContentType = (contentType: string): boolean => {
+  const normalizedContentType = contentType.split(';').at(0)?.trim().toLowerCase();
+
+  return ALLOWED_UPLOAD_CONTENT_TYPES.some((allowed) => allowed === normalizedContentType);
+};
+
+export const ZGetPresignedPostUrlRequestSchema = z.object({
+  fileName: z.string().min(1),
+  contentType: z.string().min(1),
+});
+
+export const ZGetPresignedPostUrlResponseSchema = z.object({
+  key: z.string().min(1),
+  url: z.string().min(1),
+});
+
+export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
+export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
+
 export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
  envelopeId: z.string().min(1),
  envelopeItemId: z.string().min(1),
@@ -105,6 +105,7 @@ app.route('/api/auth', auth);

 // Files route.
 app.use('/api/files/upload-pdf', fileRateLimitMiddleware);
+app.use('/api/files/presigned-post-url', fileRateLimitMiddleware);
 app.route('/api/files', filesRoute);

 // AI route.
@@ -19,7 +19,7 @@ WORKDIR /app

 COPY . .

-RUN npm install -g "turbo@^2.10.0"
+RUN npm install -g "turbo@^1.9.3"

 # Outputs to the /out folder
 # source: https://turbo.build/repo/docs/reference/command-line-reference/prune#--docker
@@ -79,7 +79,7 @@ COPY --from=builder /app/out/full/ .
 # Finally copy the turbo.json file so that we can run turbo commands
 COPY turbo.json turbo.json

-RUN npm install -g "turbo@^2.10.0"
+RUN npm install -g "turbo@^1.9.3"

 RUN turbo run build --filter=@documenso/remix...

@@ -5,7 +5,7 @@
    "apps/*",
    "packages/*"
  ],
-  "version": "2.16.0",
+  "version": "2.14.0",
  "scripts": {
    "postinstall": "patch-package",
    "build": "turbo run build",
@@ -61,13 +61,12 @@
    "@ts-rest/serverless": "^3.52.1",
    "dotenv": "^17.2.3",
    "dotenv-cli": "^11.0.0",
-    "esbuild": "^0.27.0",
    "husky": "^9.1.7",
    "inngest": "^3.54.0",
    "inngest-cli": "^1.17.9",
    "lint-staged": "^16.2.7",
    "nanoid": "^5.1.6",
-    "nodemailer": "^9.0.0",
+    "nodemailer": "^8.0.5",
    "pdfjs-dist": "5.4.296",
    "pino": "^9.14.0",
    "pino-pretty": "^13.1.2",
@@ -79,7 +78,7 @@
    "rimraf": "^6.1.2",
    "superjson": "^2.2.5",
    "syncpack": "^14.0.0-alpha.27",
-    "turbo": "^2.10.0",
+    "turbo": "^1.13.4",
    "vite": "^7.2.4",
    "vite-plugin-static-copy": "^3.1.4",
    "zod-openapi": "^4.2.4",
@@ -105,7 +104,6 @@
  "overrides": {
    "lodash": "4.18.1",
    "pdfjs-dist": "5.4.296",
-    "postcss": "^8.5.19",
    "typescript": "5.6.2",
    "zod": "$zod",
    "fumadocs-mdx": {
@@ -44,6 +44,46 @@ test.describe('File upload endpoint authorization', () => {
    expect(res.status()).toBe(401);
  });

+  test('rejects an unauthenticated presigned-post-url request', async ({ request }) => {
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
+      headers: { 'Content-Type': 'application/json' },
+      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('rejects a presigned-post-url request with an invalid presign token', async ({ request }) => {
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
+      headers: {
+        'Content-Type': 'application/json',
+        Authorization: 'Bearer not-a-real-token',
+      },
+      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('rejects a presigned-post-url request with a disallowed content type', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const presignToken = await createPresignTokenForUser(user.id, team.id);
+
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
+      headers: {
+        'Content-Type': 'application/json',
+        Authorization: `Bearer ${presignToken}`,
+      },
+      data: { fileName: 'malware.exe', contentType: 'application/x-msdownload' },
+    });
+
+    // Authenticated, but the content type is not on the allow-list.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(400);
+  });
+
  test('allows an upload-pdf request authorized by a valid presign token', async ({ request }) => {
    const { user, team } = await seedUser();
    const presignToken = await createPresignTokenForUser(user.id, team.id);
@@ -1,37 +0,0 @@
-import { optimiseBrandingLogo } from '@documenso/lib/utils/images/logo';
-import { expect, test } from '@playwright/test';
-import sharp from 'sharp';
-
-const makePng = async (width = 1200, height = 1200) =>
-  sharp({
-    create: { width, height, channels: 3, background: { r: 10, g: 20, b: 30 } },
-  })
-    .png()
-    .toBuffer();
-
-test.describe('optimiseBrandingLogo', () => {
-  test('re-encodes a valid image to a PNG buffer', async () => {
-    const input = await makePng();
-
-    const output = await optimiseBrandingLogo(input);
-
-    const metadata = await sharp(output).metadata();
-
-    expect(metadata.format).toBe('png');
-  });
-
-  test('bounds the image to a maximum of 512px on its largest side', async () => {
-    const input = await makePng(2000, 1000);
-
-    const output = await optimiseBrandingLogo(input);
-
-    const metadata = await sharp(output).metadata();
-
-    expect(metadata.width).toBeLessThanOrEqual(512);
-    expect(metadata.height).toBeLessThanOrEqual(512);
-  });
-
-  test('rejects input that is not a valid image', async () => {
-    await expect(optimiseBrandingLogo(Buffer.from('this is not an image'))).rejects.toThrow();
-  });
-});
@@ -1,225 +0,0 @@
-import fs from 'node:fs';
-import path from 'node:path';
-
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { prisma } from '@documenso/prisma';
-import { seedUser } from '@documenso/prisma/seed/users';
-import { expect, type Page, test } from '@playwright/test';
-
-import { apiSignin } from './fixtures/authentication';
-
-test.describe.configure({ mode: 'parallel' });
-
-const LOGO_PATH = path.join(__dirname, '../../assets/logo.png');
-
-type MultipartFile = { name: string; mimeType: string; buffer: Buffer };
-
-const enableBrandingAndUpload = async (page: Page) => {
-  // Enable custom branding so the file input is no longer disabled.
-  await page.getByTestId('enable-branding').click();
-  await page.getByRole('option', { name: 'Yes' }).click();
-
-  // Upload the logo file through the real multipart route.
-  await page.locator('input[type="file"]').setInputFiles(LOGO_PATH);
-
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
-  await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
-};
-
-/**
- * POST a logo straight to the dedicated multipart tRPC route using the
- * authenticated browser cookies. This bypasses the client-side form validation,
- * which is the only way to exercise the server-side image validation /
- * sanitisation (`zfdBrandingImageFile` + `optimiseBrandingLogo`) and the entitlement gate.
- */
-const postOrganisationBrandingLogo = async (page: Page, organisationId: string, file: MultipartFile | null) => {
-  const multipart: Record<string, string | MultipartFile> = {
-    payload: JSON.stringify({ organisationId }),
-  };
-
-  if (file) {
-    multipart.brandingLogo = file;
-  }
-
-  return await page
-    .context()
-    .request.post(`${NEXT_PUBLIC_WEBAPP_URL()}/api/trpc/organisation.settings.updateBrandingLogo`, { multipart });
-};
-
-/**
- * Grant the organisation the custom-branding entitlement. The positive branding
- * flows require it whenever billing is enabled; with billing disabled the gate is
- * bypassed, so this keeps these tests valid in both modes.
- */
-const grantCustomBranding = async (organisationClaimId: string) => {
-  await prisma.organisationClaim.update({
-    where: { id: organisationClaimId },
-    data: { flags: { allowLegacyEnvelopes: true, allowCustomBranding: true } },
-  });
-};
-
-test('[BRANDING_LOGO]: uploads an organisation branding logo via the dedicated route', async ({ page }) => {
-  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-  await grantCustomBranding(organisation.organisationClaim.id);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/o/${organisation.url}/settings/branding`,
-  });
-
-  await enableBrandingAndUpload(page);
-
-  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
-    where: { id: organisation.organisationGlobalSettingsId },
-  });
-
-  expect(settings.brandingLogo).toBeTruthy();
-
-  const parsed = JSON.parse(settings.brandingLogo);
-  expect(parsed).toHaveProperty('type');
-  expect(parsed).toHaveProperty('data');
-});
-
-test('[BRANDING_LOGO]: uploads a team branding logo via the dedicated route', async ({ page }) => {
-  const { user, team, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-  await grantCustomBranding(organisation.organisationClaim.id);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/t/${team.url}/settings/branding`,
-  });
-
-  await enableBrandingAndUpload(page);
-
-  // TeamGlobalSettings has no `teamId` column (the FK lives on Team), so read it
-  // through the team relation.
-  const teamWithSettings = await prisma.team.findUniqueOrThrow({
-    where: { id: team.id },
-    include: { teamGlobalSettings: true },
-  });
-
-  expect(teamWithSettings.teamGlobalSettings?.brandingLogo).toBeTruthy();
-
-  const parsed = JSON.parse(teamWithSettings.teamGlobalSettings?.brandingLogo ?? '');
-  expect(parsed).toHaveProperty('type');
-  expect(parsed).toHaveProperty('data');
-});
-
-test('[BRANDING_LOGO]: clears the organisation branding logo when the user removes it', async ({ page }) => {
-  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-  await grantCustomBranding(organisation.organisationClaim.id);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/o/${organisation.url}/settings/branding`,
-  });
-
-  await enableBrandingAndUpload(page);
-
-  // Confirm the logo was stored before we clear it.
-  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
-    where: { id: organisation.organisationGlobalSettingsId },
-  });
-
-  expect(settings.brandingLogo).toBeTruthy();
-
-  // Remove the logo and save again.
-  await page.getByRole('button', { name: 'Remove' }).click();
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
-
-  // Clearing the logo persists an empty string via the dedicated route.
-  await expect
-    .poll(async () => {
-      const updated = await prisma.organisationGlobalSettings.findUniqueOrThrow({
-        where: { id: organisation.organisationGlobalSettingsId },
-      });
-
-      return updated.brandingLogo;
-    })
-    .toBe('');
-});
-
-test('[BRANDING_LOGO]: validates and sanitises the logo on the server', async ({ page }) => {
-  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-  await grantCustomBranding(organisation.organisationClaim.id);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/o/${organisation.url}/settings/branding`,
-  });
-
-  // Positive control: a genuine PNG is accepted and stored. This also proves the
-  // direct multipart request shape matches what the route expects.
-  const validResponse = await postOrganisationBrandingLogo(page, organisation.id, {
-    name: 'logo.png',
-    mimeType: 'image/png',
-    buffer: fs.readFileSync(LOGO_PATH),
-  });
-
-  expect(validResponse.ok()).toBeTruthy();
-
-  const afterValid = await prisma.organisationGlobalSettings.findUniqueOrThrow({
-    where: { id: organisation.organisationGlobalSettingsId },
-  });
-
-  expect(afterValid.brandingLogo).toBeTruthy();
-
-  // Bytes that pass the MIME/size allowlist but are not a real image must be
-  // rejected by the server (the `sharp` re-encode) without changing stored state.
-  const invalidResponse = await postOrganisationBrandingLogo(page, organisation.id, {
-    name: 'fake.png',
-    mimeType: 'image/png',
-    buffer: Buffer.from('this is definitely not a valid png'),
-  });
-
-  expect(invalidResponse.ok()).toBeFalsy();
-  expect(invalidResponse.status()).toBeGreaterThanOrEqual(400);
-  expect(invalidResponse.status()).toBeLessThan(500);
-
-  const afterInvalid = await prisma.organisationGlobalSettings.findUniqueOrThrow({
-    where: { id: organisation.organisationGlobalSettingsId },
-  });
-
-  // The previously stored, valid logo is left untouched by the rejected upload.
-  expect(afterInvalid.brandingLogo).toBe(afterValid.brandingLogo);
-});
-
-test('[BRANDING_LOGO]: rejects setting a logo without the custom-branding entitlement', async ({ page }) => {
-  // The entitlement is only enforced when billing is enabled; with billing off
-  // the check is intentionally skipped server-side, so this can't be exercised.
-  test.skip(
-    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true',
-    'Entitlement is only enforced when billing is enabled.',
-  );
-
-  // Seeded organisations have no `allowCustomBranding` claim flag.
-  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/o/${organisation.url}/settings/branding`,
-  });
-
-  const response = await postOrganisationBrandingLogo(page, organisation.id, {
-    name: 'logo.png',
-    mimeType: 'image/png',
-    buffer: fs.readFileSync(LOGO_PATH),
-  });
-
-  expect(response.ok()).toBeFalsy();
-
-  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
-    where: { id: organisation.organisationGlobalSettingsId },
-  });
-
-  expect(settings.brandingLogo).toBeFalsy();
-});
@@ -67,7 +67,9 @@ test('[DOCUMENTS]: cancelling a pending document keeps it in the owner dashboard
  await checkDocumentTabCount(page, 'All', 1);

  // The cancelled document is still listed.
-  await page.getByRole('tab', { name: 'Cancelled' }).click();
+  await page.getByRole('button', { name: /Status/ }).click();
+  await page.getByRole('option', { name: 'Cancelled' }).click();
+  await page.keyboard.press('Escape');
  await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();

  // The envelope status is persisted as CANCELLED.
@@ -131,7 +133,9 @@ test('[DOCUMENTS]: a cancelled document can be deleted, hiding it from the owner
  await expectToastTextToBeVisible(page, 'Document cancelled');

  // Delete the now-cancelled document. Being terminal, it should soft delete (hide).
-  await page.getByRole('tab', { name: 'Cancelled' }).click();
+  await page.getByRole('button', { name: /Status/ }).click();
+  await page.getByRole('option', { name: 'Cancelled' }).click();
+  await page.keyboard.press('Escape');

  const documentActionBtn = page
    .locator('tr', { hasText: 'Document 1 - Pending' })
@@ -807,8 +807,8 @@ test.describe('Find Documents UI - Data Isolation & No Leaking', () => {
    await checkDocumentTabCount(page, 'Draft', 1);
    await checkDocumentTabCount(page, 'Completed', 1);

-    // Verify no B docs leaked
-    await page.getByRole('tab', { name: 'All' }).click();
+    // Verify no B docs leaked (default view shows all statuses)
+    await page.goto(`/t/${teamA.url}/documents`);
    await expect(page.getByRole('link', { name: 'A Own Draft' })).toBeVisible();
    await expect(page.getByRole('link', { name: 'B Draft Private', exact: true })).not.toBeVisible();
    await expect(page.getByRole('link', { name: 'B Pending Private', exact: true })).not.toBeVisible();
@@ -1156,7 +1156,7 @@ test.describe('Find Documents UI - Sender Filter', () => {
    await checkDocumentTabCount(page, 'All', 3);

    // Filter by member1
-    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+    await page.getByRole('button', { name: /Sender/ }).click();
    await page.getByRole('option', { name: member1.name ?? '' }).click();
    await page.waitForURL(/senderIds/);

@@ -1,76 +0,0 @@
-import { seedDirectTemplate } from '@documenso/prisma/seed/templates';
-import { seedUser } from '@documenso/prisma/seed/users';
-import { expect, type Page, test } from '@playwright/test';
-
-import { apiSignin } from '../fixtures/authentication';
-import { clickEnvelopeEditorStep } from '../fixtures/envelope-editor';
-
-const INVALID_DIRECT_TEMPLATE_ALERT_TITLE = 'Invalid direct link template';
-
-/**
- * Place a field on the PDF canvas in the envelope editor.
- */
-const placeFieldOnPdf = async (root: Page, fieldName: 'Signature' | 'Text', position: { x: number; y: number }) => {
-  await root.getByRole('button', { name: fieldName, exact: true }).click();
-
-  const canvas = root.locator('.konva-container canvas').first();
-  await expect(canvas).toBeVisible();
-  await canvas.click({ position });
-};
-
-/**
- * Seed a V2 direct template and open it in the native template editor.
- *
- * Only the native template editor is covered here: direct links only exist
- * for templates and are not part of the embedded editor surfaces.
- */
-const openDirectTemplateEditor = async (page: Page, options: { createDirectRecipientSignatureField: boolean }) => {
-  const { user, team } = await seedUser();
-
-  const template = await seedDirectTemplate({
-    title: `E2E Direct Template Validation ${Date.now()}`,
-    userId: user.id,
-    teamId: team.id,
-    internalVersion: 2,
-    createDirectRecipientSignatureField: options.createDirectRecipientSignatureField,
-  });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/t/${team.url}/templates/${template.id}/edit`,
-  });
-
-  return { user, team, template };
-};
-
-test.describe('template editor', () => {
-  test('shows invalid direct template warning when a signer has no signature field', async ({ page }) => {
-    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: false });
-
-    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).toBeVisible();
-    await expect(page.getByText('are missing a signature field')).toBeVisible();
-  });
-
-  test('does not show the warning when all signers have signature fields', async ({ page }) => {
-    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: true });
-
-    // Wait for the editor to render before asserting the banner is absent.
-    await expect(page.getByTestId('envelope-editor-step-upload')).toBeVisible();
-    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).not.toBeVisible();
-  });
-
-  test('warning disappears after placing a signature field', async ({ page }) => {
-    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: false });
-
-    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).toBeVisible();
-
-    // Place a signature field for the direct recipient (auto-selected single recipient).
-    await clickEnvelopeEditorStep(page, 'addFields');
-    await expect(page.locator('.konva-container canvas').first()).toBeVisible();
-    await placeFieldOnPdf(page, 'Signature', { x: 120, y: 140 });
-
-    // The banner clears once the field is autosaved and the envelope state updates.
-    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).not.toBeVisible({ timeout: 15_000 });
-  });
-});
@@ -1,199 +0,0 @@
-import { prisma } from '@documenso/prisma';
-import { expect, type Page, test } from '@playwright/test';
-
-import {
-  clickAddSignerButton,
-  clickEnvelopeEditorStep,
-  getRecipientEmailInputs,
-  openDocumentEnvelopeEditor,
-  setRecipientEmail,
-  setRecipientName,
-  type TEnvelopeEditorSurface,
-} from '../fixtures/envelope-editor';
-
-/**
- * Reproduction for the recipient autosave race condition.
- *
- * Symptom (production only, where there is real network lag):
- *   1. The author adds a recipient and types its name/email.
- *   2. They navigate to the "Add Fields" step.
- *   3. The recipient selector shows the default "Recipient 1" placeholder
- *      instead of the recipient they just typed, and the typed name/email is
- *      silently lost.
- *
- * Theory (see packages/lib/client-only/hooks/use-envelope-autosave.ts):
- *   When the author navigates, `flushAutosave()` is awaited before the Add
- *   Fields page renders. If an *earlier* (empty) recipient save is still
- *   in-flight at that moment, `flush()` awaits that in-flight save and returns
- *   WITHOUT committing the newer typed data sitting in `lastArgsRef` (whose
- *   debounce timer it just cleared). The typed data is dropped, the empty
- *   recipient persists, and the selector renders "Recipient 1".
- *
- * This only happens when a save is still in-flight at navigation time, which is
- * why it never reproduces locally (fast saves) but does on a laggy network.
- *
- * The test below simulates that lag by holding the first `envelope.recipient.set`
- * request open. It asserts the CORRECT behaviour (typed recipient survives), so
- * it is RED while the bug exists and GREEN once the autosave hook is fixed.
- */
-
-const RECIPIENT_SET_PROCEDURE = 'envelope.recipient.set';
-
-// How long to hold the first recipient autosave "in-flight" to emulate prod lag.
-const SIMULATED_NETWORK_LAG_MS = 5000;
-
-const FIRST_RECIPIENT = {
-  name: 'Alice Author',
-  email: 'alice-autosave-race@example.com',
-};
-
-const SECOND_RECIPIENT = {
-  name: 'Bob Builder',
-  email: 'bob-autosave-race@example.com',
-};
-
-type RecipientSetLagHandle = {
-  /** Resolves the instant the first recipient.set request is in-flight on the client. */
-  firstRecipientSetInFlight: Promise<void>;
-  /** Raw request bodies of every recipient.set call we intercepted. */
-  recipientSetRequestBodies: string[];
-};
-
-/**
- * Installs a fake "production network lag" on the recipient autosave mutation.
- *
- * Only the FIRST recipient.set request is held open for `lagMs` (this is the save
- * that must still be in-flight at navigation time for the race to occur). It
- * resolves `firstRecipientSetInFlight` the instant it is intercepted so the test
- * can keep typing while that save is pending. Subsequent recipient.set requests
- * (e.g. the follow-up save the fixed hook issues) are forwarded immediately so the
- * test does not pay the lag twice.
- */
-const installRecipientSetLag = async (page: Page, lagMs: number): Promise<RecipientSetLagHandle> => {
-  let markFirstInFlight: () => void = () => {};
-
-  const firstRecipientSetInFlight = new Promise<void>((resolve) => {
-    markFirstInFlight = resolve;
-  });
-
-  const recipientSetRequestBodies: string[] = [];
-
-  await page.route('**/api/trpc/**', async (route) => {
-    const request = route.request();
-
-    if (request.method() !== 'POST' || !request.url().includes(RECIPIENT_SET_PROCEDURE)) {
-      await route.continue();
-      return;
-    }
-
-    const callIndex = recipientSetRequestBodies.length + 1;
-    recipientSetRequestBodies.push(request.postData() ?? '');
-
-    if (callIndex === 1) {
-      // eslint-disable-next-line no-console
-      console.log(`[test] holding first ${RECIPIENT_SET_PROCEDURE} for ${lagMs}ms (simulated network lag)`);
-
-      // The empty save is now in-flight from the client's perspective.
-      markFirstInFlight();
-
-      await new Promise((resolve) => setTimeout(resolve, lagMs));
-    } else {
-      // eslint-disable-next-line no-console
-      console.log(`[test] forwarding ${RECIPIENT_SET_PROCEDURE} #${callIndex} (no lag)`);
-    }
-
-    await route.continue();
-  });
-
-  return { firstRecipientSetInFlight, recipientSetRequestBodies };
-};
-
-const assertEnvelopeRecipientsPersisted = async (surface: TEnvelopeEditorSurface) => {
-  if (!surface.envelopeId) {
-    throw new Error('Expected the document editor surface to have an envelopeId');
-  }
-
-  const envelope = await prisma.envelope.findFirstOrThrow({
-    where: { id: surface.envelopeId },
-    include: {
-      recipients: {
-        orderBy: { signingOrder: 'asc' },
-      },
-    },
-  });
-
-  const persistedEmails = envelope.recipients.map((recipient) => recipient.email).filter(Boolean);
-
-  // eslint-disable-next-line no-console
-  console.log(
-    '[test] persisted recipients:',
-    JSON.stringify(
-      envelope.recipients.map((recipient) => ({ name: recipient.name, email: recipient.email })),
-      null,
-      2,
-    ),
-  );
-
-  expect(persistedEmails).toContain(FIRST_RECIPIENT.email);
-  expect(persistedEmails).toContain(SECOND_RECIPIENT.email);
-};
-
-test.describe('envelope editor recipient autosave race (network lag)', () => {
-  test('document editor: typed recipient survives navigation to Add Fields', async ({ page }) => {
-    const surface = await openDocumentEnvelopeEditor(page);
-
-    const { firstRecipientSetInFlight, recipientSetRequestBodies } = await installRecipientSetLag(
-      page,
-      SIMULATED_NETWORK_LAG_MS,
-    );
-
-    // 1. Add a second signer row. A blank document already has one empty default
-    //    signer, so this schedules an autosave of TWO empty recipients
-    //    (name='' / email='') - this is the save that will be in-flight.
-    await clickAddSignerButton(surface.root);
-    await expect(getRecipientEmailInputs(surface.root)).toHaveCount(2);
-
-    // 2. Wait until that empty autosave is actually in-flight on the client. This
-    //    is the precondition the bug needs: a slow save holding the autosave lock.
-    await firstRecipientSetInFlight;
-
-    // 3. The author now fills in the recipients they are adding.
-    await setRecipientName(surface.root, 0, FIRST_RECIPIENT.name);
-    await setRecipientEmail(surface.root, 0, FIRST_RECIPIENT.email);
-    await setRecipientName(surface.root, 1, SECOND_RECIPIENT.name);
-    await setRecipientEmail(surface.root, 1, SECOND_RECIPIENT.email);
-
-    // 4. Immediately navigate to Add Fields (before the typed data's debounce
-    //    fires). flushAutosave() awaits the in-flight EMPTY save; with the bug
-    //    present it returns without ever committing the typed data.
-    await clickEnvelopeEditorStep(surface.root, 'addFields');
-
-    // 5. Wait for the Add Fields page to render (after the lagged flush resolves).
-    await expect(surface.root.getByText('Selected Recipient')).toBeVisible({
-      timeout: SIMULATED_NETWORK_LAG_MS + 15000,
-    });
-
-    // Diagnostics - the request bodies show what actually reached the server.
-    // Buggy: only the first (empty) save is ever sent. Fixed: a follow-up save
-    // carrying the typed recipients is sent too.
-    // eslint-disable-next-line no-console
-    console.log('\n===== AUTOSAVE RACE DIAGNOSTICS =====');
-    // eslint-disable-next-line no-console
-    console.log(`recipient.set requests sent to server: ${recipientSetRequestBodies.length}`);
-    // eslint-disable-next-line no-console
-    console.log(
-      `server ever received "${FIRST_RECIPIENT.email}": ${recipientSetRequestBodies.some((body) => body.includes(FIRST_RECIPIENT.email))}`,
-    );
-    // eslint-disable-next-line no-console
-    console.log('=====================================\n');
-
-    // 6. THE USER-VISIBLE BUG: the selected recipient must be the one we typed
-    //    (Alice), not the default "Recipient 1" placeholder.
-    const selectedRecipientSection = surface.root.locator('section').filter({ hasText: 'Selected Recipient' });
-
-    await expect(selectedRecipientSection.getByRole('combobox')).toContainText(FIRST_RECIPIENT.name);
-
-    // 7. THE DATA LOSS: the typed recipients must actually be persisted.
-    await assertEnvelopeRecipientsPersisted(surface);
-  });
-});
@@ -2,12 +2,29 @@ import type { Page } from '@playwright/test';
 import { expect } from '@playwright/test';

 export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
-  await page.getByRole('tab', { name: tabName }).click();
+  const statusMap: Record<string, string | undefined> = {
+    Inbox: 'INBOX',
+    Pending: 'PENDING',
+    Completed: 'COMPLETED',
+    Draft: 'DRAFT',
+    Cancelled: 'CANCELLED',
+    Rejected: 'REJECTED',
+    All: undefined,
+  };

-  if (tabName !== 'All') {
-    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
+  const currentUrl = new URL(page.url());
+  const status = statusMap[tabName];
+
+  if (status) {
+    currentUrl.searchParams.set('status', status);
+  } else {
+    currentUrl.searchParams.delete('status');
  }

+  currentUrl.searchParams.delete('page');
+
+  await page.goto(currentUrl.toString());
+
  if (count === 0) {
    await expect(page.getByTestId('empty-document-state')).toBeVisible();
    return;
@@ -6,7 +6,6 @@ import { expect, test } from '@playwright/test';

 import { apiSignin } from '../fixtures/authentication';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
-import { signSignaturePad } from '../fixtures/signature';

 test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
  const { user, team } = await seedUser();
@@ -74,19 +73,8 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
  await expect(page.locator('body')).toContainText('public-direct-template-title');
  await expect(page.locator('body')).toContainText('public-direct-template-description');

-  const directSignatureField = directTemplate.fields[0];
-
-  if (!directSignatureField) {
-    throw new Error('Expected seeded direct template signature field to exist');
-  }
-
  await page.getByRole('link', { name: 'Sign' }).click();
  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await signSignaturePad(page);
-  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
-  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
-
  await page.getByRole('button', { name: 'Complete' }).click();
  await page.getByRole('button', { name: 'Sign' }).click();

@@ -142,38 +142,3 @@ test('[SIGNING_BRANDING]: embedded signing does not render custom logo Brand Web
  await expect(page.locator(`a[href="${BRANDING_URL}"]`)).toHaveCount(0);
  await expect(page.getByRole('link', { name: `${team.name}'s Logo` })).toHaveCount(0);
 });
-
-test('[SIGNING_BRANDING]: custom logo renders when branding is enabled and is hidden when disabled', async ({
-  page,
-}) => {
-  const { user, team, organisation } = await seedUser();
-
-  await enableOrganisationBranding({
-    organisationGlobalSettingsId: organisation.organisationGlobalSettingsId,
-  });
-
-  const { recipients } = await seedPendingDocumentWithFullFields({
-    owner: user,
-    teamId: team.id,
-    recipients: ['enabled-disabled-branding-signer@test.documenso.com'],
-    fields: [FieldType.SIGNATURE],
-    updateDocumentOptions: { internalVersion: 2 },
-  });
-
-  // Branding enabled → the custom logo is rendered on the signing page.
-  await page.goto(`/sign/${recipients[0].token}`);
-  await expectPlainBrandingLogo(page, `${team.name}'s Logo`);
-
-  // Disable branding while keeping the stored logo (the team inherits this).
-  await prisma.organisationGlobalSettings.update({
-    where: { id: organisation.organisationGlobalSettingsId },
-    data: { brandingEnabled: false },
-  });
-
-  // Branding disabled → the custom logo is gone and the Documenso fallback
-  // (an internal link to "/") is shown instead.
-  await page.goto(`/sign/${recipients[0].token}`);
-
-  await expect(page.getByRole('img', { name: `${team.name}'s Logo` })).toHaveCount(0);
-  await expect(page.locator('a[href="/"]').first()).toBeVisible();
-});
@@ -27,7 +27,7 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
    await checkDocumentTabCount(page, 'All', 5);

    // Apply filter.
-    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+    await page.getByRole('button', { name: /Sender/ }).click();
    await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
    await page.waitForURL(/senderIds/);

@@ -42,6 +42,21 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
  }
 });

+test('[TEAMS]: supports filtering documents by multiple statuses', async ({ page }) => {
+  const { team, teamOwner } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamOwner.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING,DRAFT`,
+  });
+
+  await expect(page).toHaveURL(/status=PENDING,DRAFT/);
+  await expect(page.getByTestId('data-table-count')).toContainText('Showing 4');
+
+  await apiSignout({ page });
+});
+
 test('[TEAMS]: check team documents count with internal team email', async ({ page }) => {
  const { team, teamOwner, teamMember2, teamMember4 } = await seedTeamDocuments();
  const { team: team2, teamOwner: team2Owner, teamMember2: team2Member2 } = await seedTeamDocuments();
@@ -122,7 +137,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
    await checkDocumentTabCount(page, 'All', 11);

    // Apply filter.
-    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+    await page.getByRole('button', { name: /Sender/ }).click();
    await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
    await page.waitForURL(/senderIds/);

@@ -209,7 +224,7 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
  await checkDocumentTabCount(page, 'All', 9);

  // Apply filter.
-  await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+  await page.getByRole('button', { name: /Sender/ }).click();
  await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
  await page.waitForURL(/senderIds/);

@@ -197,18 +197,7 @@ test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page })
  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
  await expect(page.getByLabel('Email')).toBeDisabled();

-  const directSignatureField = directTemplateWithAuth.fields[0];
-
-  if (!directSignatureField) {
-    throw new Error('Expected seeded direct template signature field to exist');
-  }
-
  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await signSignaturePad(page);
-  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
-  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
-
  await page.getByRole('button', { name: 'Complete' }).click();

  await page.getByRole('button', { name: 'Sign' }).click();
@@ -246,37 +235,6 @@ test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page })
  await page.goto(directTemplatePath);

  await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
-
-  const directSignatureField = directTemplateWithAuth.fields[0];
-
-  if (!directSignatureField) {
-    throw new Error('Expected seeded direct template signature field to exist');
-  }
-
-  // Wait for the PDF and the Konva canvas overlay to be ready.
-  await expect(page.locator('img[data-page-number]').first()).toBeVisible({ timeout: 30_000 });
-  const canvas = page.locator('.konva-container canvas').first();
-  await expect(canvas).toBeVisible({ timeout: 30_000 });
-
-  // Sign the direct template recipient's signature field via the canvas-based V2 UI.
-  await signSignaturePad(page);
-
-  const canvasBox = await canvas.boundingBox();
-
-  if (!canvasBox) {
-    throw new Error('Canvas bounding box not found');
-  }
-
-  const x =
-    (Number(directSignatureField.positionX) / 100) * canvasBox.width +
-    ((Number(directSignatureField.width) / 100) * canvasBox.width) / 2;
-  const y =
-    (Number(directSignatureField.positionY) / 100) * canvasBox.height +
-    ((Number(directSignatureField.height) / 100) * canvasBox.height) / 2;
-
-  await canvas.click({ position: { x, y } });
-  await expect(page.getByText('0 Fields Remaining').first()).toBeVisible({ timeout: 10_000 });
-
  await page.getByRole('button', { name: 'Complete' }).click();
  await expect(page.getByLabel('Your Email')).not.toBeVisible();

@@ -308,16 +266,6 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p

  await expect(page.getByText('Next Recipient Name')).not.toBeVisible();

-  const directSignatureField = template.fields[0];
-
-  if (!directSignatureField) {
-    throw new Error('Expected seeded direct template signature field to exist');
-  }
-
-  await signSignaturePad(page);
-  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
-  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
-
  await page.getByRole('button', { name: 'Complete' }).click();
  await page.getByRole('button', { name: 'Sign' }).click();
  await page.waitForURL(/\/sign/);
@@ -351,13 +299,19 @@ test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with nex
    },
  });

-  // The seeded direct template already includes a signature field for the direct recipient.
-  const directSignatureField = template.fields[0];
+  const directTemplateRecipient = template.recipients[0];

-  if (!directSignatureField) {
-    throw new Error('Expected seeded direct template signature field to exist');
+  if (!directTemplateRecipient) {
+    throw new Error('Expected direct template recipient to exist');
  }

+  // All SIGNER recipients need a signature field for sendDocument to dispatch emails.
+  const directSignatureField = await seedSignatureFieldForRecipient({
+    envelopeId: template.id,
+    recipientId: directTemplateRecipient.id,
+    positionY: 10,
+  });
+
  const originalName = 'Signer 2';
  const originalSecondSignerEmail = seedTestEmail();

@@ -459,13 +413,19 @@ test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with nex
    },
  });

-  // The seeded direct template already includes a signature field for the direct recipient.
-  const directSignatureField = template.fields[0];
+  const directTemplateRecipient = template.recipients[0];

-  if (!directSignatureField) {
-    throw new Error('Expected seeded direct template signature field to exist');
+  if (!directTemplateRecipient) {
+    throw new Error('Expected direct template recipient to exist');
  }

+  // All SIGNER recipients need a signature field for sendDocument to dispatch emails.
+  const directSignatureField = await seedSignatureFieldForRecipient({
+    envelopeId: template.id,
+    recipientId: directTemplateRecipient.id,
+    positionY: 10,
+  });
+
  const originalName = 'Signer 2';
  const originalSecondSignerEmail = seedTestEmail();

@@ -561,48 +521,3 @@ test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with nex
  expect(updatedSecondRecipient.email).toBe(newSecondSignerEmail);
  await expectSigningRequestJobForRecipient(updatedSecondRecipient.id);
 });
-
-test('[DIRECT_TEMPLATES]: V1 direct template without signature fields shows invalid template page', async ({
-  page,
-}) => {
-  const { user, team } = await seedUser();
-
-  const template = await seedDirectTemplate({
-    title: 'V1 invalid direct template',
-    userId: user.id,
-    teamId: team.id,
-    createDirectRecipientSignatureField: false,
-  });
-
-  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
-
-  await expect(page.getByRole('heading', { name: 'Invalid direct link template' })).toBeVisible();
-  await expect(page.getByText('This direct link template cannot be used because one or more signers')).toBeVisible();
-
-  // The signing flow must not render.
-  await expect(page.getByRole('heading', { name: 'General' })).not.toBeVisible();
-  await expect(page.getByRole('button', { name: 'Continue' })).not.toBeVisible();
-});
-
-test('[DIRECT_TEMPLATES]: V2 direct template without signature fields shows invalid template page', async ({
-  page,
-}) => {
-  const { user, team } = await seedUser();
-
-  const template = await seedDirectTemplate({
-    title: 'V2 invalid direct template',
-    userId: user.id,
-    teamId: team.id,
-    internalVersion: 2,
-    createDirectRecipientSignatureField: false,
-  });
-
-  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
-
-  await expect(page.getByRole('heading', { name: 'Invalid direct link template' })).toBeVisible();
-  await expect(page.getByText('This direct link template cannot be used because one or more signers')).toBeVisible();
-
-  // The signing flow (PDF canvas) must not render.
-  await expect(page.locator('.konva-container canvas')).toHaveCount(0);
-  await expect(page.getByRole('button', { name: 'Complete' })).not.toBeVisible();
-});
@@ -1,7 +1,8 @@
+import { prisma } from '@documenso/prisma';
 import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 import { expect, test } from '@playwright/test';
-import { TeamMemberRole } from '@prisma/client';
+import { TeamMemberRole, TemplateType } from '@prisma/client';

 import { apiSignin } from '../fixtures/authentication';
 import { openDropdownMenu } from '../fixtures/generic';
@@ -40,6 +41,56 @@ test('[TEMPLATES]: view templates', async ({ page }) => {
  await expect(page.getByTestId('data-table-count')).toContainText('Showing 2 results');
 });

+test('[TEMPLATES]: supports search and multi-type filtering', async ({ page }) => {
+  const { team, owner } = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const publicTemplate = await seedTemplate({
+    title: 'Public Team Template',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  const privateTemplate = await seedTemplate({
+    title: 'Private Team Template',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  await prisma.envelope.update({
+    where: {
+      id: publicTemplate.id,
+    },
+    data: {
+      templateType: TemplateType.PUBLIC,
+    },
+  });
+
+  await prisma.envelope.update({
+    where: {
+      id: privateTemplate.id,
+    },
+    data: {
+      templateType: TemplateType.PRIVATE,
+    },
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+    redirectPath: `/t/${team.url}/templates?query=Public&type=PUBLIC`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Public Team Template' })).toBeVisible();
+  await expect(page.getByRole('link', { name: 'Private Team Template' })).not.toBeVisible();
+
+  await page.goto(`/t/${team.url}/templates?type=PUBLIC,PRIVATE`);
+
+  await expect(page.getByRole('link', { name: 'Public Team Template' })).toBeVisible();
+  await expect(page.getByRole('link', { name: 'Private Team Template' })).toBeVisible();
+});
+
 test('[TEMPLATES]: delete template', async ({ page }) => {
  const { team, owner, organisation } = await seedTeam({
    createTeamMembers: 1,
@@ -1,101 +0,0 @@
-import { FIELD_SIGNATURE_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
-import { prisma } from '@documenso/prisma';
-import { seedTemplate } from '@documenso/prisma/seed/templates';
-import { seedUser } from '@documenso/prisma/seed/users';
-import { expect, test } from '@playwright/test';
-import { DocumentStatus, FieldType } from '@prisma/client';
-
-import { apiSignin } from '../fixtures/authentication';
-import { expectToastTextToBeVisible } from '../fixtures/generic';
-
-const seedSignatureFieldForRecipient = async (options: { envelopeId: string; recipientId: number }) => {
-  const envelopeItem = await prisma.envelopeItem.findFirstOrThrow({
-    where: { envelopeId: options.envelopeId },
-  });
-
-  return await prisma.field.create({
-    data: {
-      envelopeId: options.envelopeId,
-      envelopeItemId: envelopeItem.id,
-      recipientId: options.recipientId,
-      type: FieldType.SIGNATURE,
-      page: 1,
-      positionX: 5,
-      positionY: 10,
-      width: 20,
-      height: 5,
-      customText: '',
-      inserted: false,
-      fieldMeta: FIELD_SIGNATURE_META_DEFAULT_VALUES,
-    },
-  });
-};
-
-test('[TEMPLATE_USE]: shows missing signature fields error when sending a template without signature fields', async ({
-  page,
-}) => {
-  const { user, team } = await seedUser();
-
-  // seedTemplate creates one SIGNER recipient and no fields.
-  await seedTemplate({
-    title: 'Template missing signature fields',
-    userId: user.id,
-    teamId: team.id,
-  });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/t/${team.url}/templates`,
-  });
-
-  await page.getByRole('button', { name: 'Use Template' }).click();
-  await expect(page.getByRole('heading', { name: 'Create document from template' })).toBeVisible();
-
-  // Enable distribution so the document is sent on creation.
-  await page.locator('#distributeDocument').click();
-  await page.getByRole('button', { name: 'Create and send' }).click();
-
-  await expectToastTextToBeVisible(page, 'Missing signature fields');
-  await expectToastTextToBeVisible(
-    page,
-    'The document could not be sent because some signers do not have a signature field',
-  );
-});
-
-test('[TEMPLATE_USE]: creates and sends a document when signers have signature fields', async ({ page }) => {
-  const { user, team } = await seedUser();
-
-  const template = await seedTemplate({
-    title: 'Template with signature fields',
-    userId: user.id,
-    teamId: team.id,
-  });
-
-  await seedSignatureFieldForRecipient({
-    envelopeId: template.id,
-    recipientId: template.recipients[0].id,
-  });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/t/${team.url}/templates`,
-  });
-
-  await page.getByRole('button', { name: 'Use Template' }).click();
-  await expect(page.getByRole('heading', { name: 'Create document from template' })).toBeVisible();
-
-  await page.locator('#distributeDocument').click();
-  await page.getByRole('button', { name: 'Create and send' }).click();
-
-  await page.waitForURL(new RegExp(`/t/${team.url}/documents/envelope_.*`));
-
-  const envelopeId = page.url().split('/').pop()?.split('?')[0];
-
-  const envelope = await prisma.envelope.findFirstOrThrow({
-    where: { id: envelopeId },
-  });
-
-  expect(envelope.status).toBe(DocumentStatus.PENDING);
-});
@@ -18,7 +18,7 @@
    "@playwright/test": "1.56.1",
    "@types/node": "^20",
    "@types/pngjs": "^6.0.5",
-    "tsx": "^4.23.1",
+    "tsx": "^4.20.6",
    "pixelmatch": "^7.1.0",
    "pngjs": "^7.0.0"
  },
@@ -1,4 +1,4 @@
-import { ZNameSchema } from '@documenso/lib/types/name';
+import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { z } from 'zod';

@@ -17,7 +17,7 @@
    "clean": "rimraf node_modules"
  },
  "dependencies": {
-    "@documenso/nodemailer-resend": "5.0.0",
+    "@documenso/nodemailer-resend": "4.0.0",
    "@documenso/tailwind-config": "*",
    "@react-email/body": "0.2.0",
    "@react-email/button": "0.2.0",
@@ -38,12 +38,12 @@
    "@react-email/section": "0.0.16",
    "@react-email/tailwind": "^2.0.1",
    "@react-email/text": "0.1.5",
-    "nodemailer": "^9.0.0",
+    "nodemailer": "^8.0.5",
    "react-email": "^5.0.6",
    "resend": "^6.5.2"
  },
  "devDependencies": {
    "@documenso/tsconfig": "*",
-    "@types/nodemailer": "^8.0.1"
+    "@types/nodemailer": "^8.0.0"
  }
 }
@@ -87,7 +87,7 @@ export const TemplateDocumentInvite = ({

        <Section className="mt-8 mb-6 text-center">
          <Button
-            className="inline-flex items-center justify-center rounded-lg bg-primary px-6 py-3 text-center font-medium text-base text-primary-foreground no-underline"
+            className="inline-flex items-center justify-center rounded-lg bg-primary px-6 py-3 text-center font-medium text-primary-foreground text-sbase no-underline"
            href={signDocumentLink}
          >
            {match(role)
@@ -3,8 +3,6 @@ import type { SentMessageInfo, Transport } from 'nodemailer';
 import type { Address } from 'nodemailer/lib/mailer';
 import type MailMessage from 'nodemailer/lib/mailer/mail-message';

-import { normalizeMailHeaders } from './normalize-headers';
-
 const VERSION = '1.0.0';

 type NodeMailerAddress = string | Address | Array<string | Address> | undefined;
@@ -56,7 +54,6 @@ export class MailChannelsTransport implements Transport<SentMessageInfo> {
    const mailBcc = this.toMailChannelsAddresses(mail.data.bcc);

    const [from] = this.toMailChannelsAddresses(mail.data.from);
-    const [replyTo] = this.toMailChannelsAddresses(mail.data.replyTo);

    if (!from) {
      return callback(new Error('Missing required field "from"'), null);
@@ -75,8 +72,6 @@ export class MailChannelsTransport implements Transport<SentMessageInfo> {
      headers: requestHeaders,
      body: JSON.stringify({
        from: from,
-        reply_to: replyTo,
-        headers: normalizeMailHeaders(mail.data.headers),
        subject: mail.data.subject,
        personalizations: [
          {
@@ -1,55 +0,0 @@
-import type Mail from 'nodemailer/lib/mailer';
-
-/**
- * Normalizes nodemailer mail headers into the flat `Record<string, string>`
- * shape accepted by HTTP email APIs such as Resend and MailChannels.
- *
- * Kept in sync with `toResendHeaders` in the `@documenso/nodemailer-resend`
- * package, which applies the same normalization for the Resend transport.
- */
-export const normalizeMailHeaders = (headers: Mail.Options['headers']): Record<string, string> | undefined => {
-  if (!headers) {
-    return undefined;
-  }
-
-  const normalized: Record<string, string> = {};
-
-  const appendHeader = (key: string, value: unknown) => {
-    if (value === null || value === undefined) {
-      return;
-    }
-
-    const stringValue = String(value);
-
-    normalized[key] = normalized[key] ? `${normalized[key]}, ${stringValue}` : stringValue;
-  };
-
-  if (Array.isArray(headers)) {
-    for (const { key, value } of headers) {
-      appendHeader(key, value);
-    }
-  } else {
-    for (const [key, value] of Object.entries(headers)) {
-      if (Array.isArray(value)) {
-        for (const item of value) {
-          appendHeader(key, item);
-        }
-
-        continue;
-      }
-
-      if (typeof value === 'object' && value !== null) {
-        appendHeader(key, value.value);
-        continue;
-      }
-
-      appendHeader(key, value);
-    }
-  }
-
-  if (Object.keys(normalized).length === 0) {
-    return undefined;
-  }
-
-  return normalized;
-};
@@ -1,100 +1,84 @@
 import { useCallback, useEffect, useRef, useState } from 'react';

-/**
- * Debounced autosave for the envelope editor (recipients, fields, settings).
- *
- * Only one save runs at a time and the latest edit always wins. If the user
- * keeps editing while a save is on the wire, their newest changes get saved
- * right after, never dropped.
- */
 export function useEnvelopeAutosave<T>(saveFn: (data: T) => Promise<void>, delay = 1000) {
  const timeoutRef = useRef<ReturnType<typeof setTimeout> | null>(null);
-
-  // The edit waiting to be saved. Wrapped in an object so null always means "nothing queued".
-  const pendingRef = useRef<{ value: T } | null>(null);
-
-  // The save currently running, if any. Shared so we never kick off two at once.
-  const commitPromiseRef = useRef<Promise<void> | null>(null);
-
-  // saveFn closes over editor state, so keep the latest one around without
-  // making triggerSave/flush depend on it.
-  const saveFnRef = useRef(saveFn);
-  saveFnRef.current = saveFn;
+  const lastArgsRef = useRef<T | null>(null);
+  const pendingPromiseRef = useRef<Promise<void> | null>(null);

  const [isPending, setIsPending] = useState(false);
  const [isCommiting, setIsCommiting] = useState(false);

-  /**
-   * Runs saves one at a time until the queue is empty. Anything queued
-   * mid-save gets picked up on the next loop.
-   */
-  const commit = useCallback((): Promise<void> => {
-    if (commitPromiseRef.current) {
-      return commitPromiseRef.current;
-    }
-
-    if (!pendingRef.current) {
-      return Promise.resolve();
-    }
-
-    const pump = (async () => {
-      try {
-        setIsCommiting(true);
-
-        while (pendingRef.current) {
-          const { value } = pendingRef.current;
-          pendingRef.current = null;
-
-          await saveFnRef.current(value);
-        }
-      } finally {
-        // eslint-disable-next-line require-atomic-updates
-        commitPromiseRef.current = null;
-        setIsCommiting(false);
-        setIsPending(false);
-      }
-    })();
-
-    commitPromiseRef.current = pump;
-
-    return pump;
-  }, []);
-
  const triggerSave = useCallback(
    (data: T) => {
-      pendingRef.current = { value: data };
+      lastArgsRef.current = data;

+      // A debounce or promise means something is pending
      setIsPending(true);

      if (timeoutRef.current) {
        clearTimeout(timeoutRef.current);
      }

-      timeoutRef.current = setTimeout(() => {
+      // eslint-disable-next-line @typescript-eslint/no-misused-promises
+      timeoutRef.current = setTimeout(async () => {
+        if (!lastArgsRef.current) {
+          return;
+        }
+
+        const args = lastArgsRef.current;
+        lastArgsRef.current = null;
        timeoutRef.current = null;
-        void commit();
+
+        setIsCommiting(true);
+        pendingPromiseRef.current = saveFn(args);
+
+        try {
+          await pendingPromiseRef.current;
+        } finally {
+          // eslint-disable-next-line require-atomic-updates
+          pendingPromiseRef.current = null;
+          setIsCommiting(false);
+          setIsPending(false);
+        }
      }, delay);
    },
-    [commit, delay],
+    [saveFn, delay],
  );

-  /**
-   * Skip the debounce and save now. The editor calls this when it needs
-   * everything persisted, e.g. before sending or switching steps.
-   */
  const flush = useCallback(async () => {
    if (timeoutRef.current) {
      clearTimeout(timeoutRef.current);
      timeoutRef.current = null;
    }

-    await commit();
-  }, [commit]);
+    if (pendingPromiseRef.current) {
+      // Already running → wait for it
+      await pendingPromiseRef.current;
+      return;
+    }
+
+    if (lastArgsRef.current) {
+      const args = lastArgsRef.current;
+      lastArgsRef.current = null;
+
+      setIsCommiting(true);
+      setIsPending(true);
+
+      pendingPromiseRef.current = saveFn(args);
+      try {
+        await pendingPromiseRef.current;
+      } finally {
+        // eslint-disable-next-line require-atomic-updates
+        pendingPromiseRef.current = null;
+        setIsCommiting(false);
+        setIsPending(false);
+      }
+    }
+  }, [saveFn]);

-  // Last-ditch attempt to save if the tab closes with unsaved edits.
  useEffect(() => {
    const handleBeforeUnload = () => {
-      if (timeoutRef.current || pendingRef.current || commitPromiseRef.current) {
+      if (timeoutRef.current || pendingPromiseRef.current) {
        void flush();
      }
    };
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
ephraimduncan	e3c4a204fd	test(e2e): update document specs for faceted toolbar filters	2026-07-02 12:01:30 +00:00
ephraimduncan	a676e92f03	Merge remote-tracking branch 'origin/main' into pr-2508 # Conflicts: # apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx # packages/lib/server-only/document/find-documents.ts	2026-07-02 06:48:23 +00:00
ephraimduncan	ef4384423d	Merge remote-tracking branch 'origin/main' into pr-2508 # Conflicts: # packages/lib/translations/de/web.po # packages/lib/translations/en/web.po # packages/lib/translations/es/web.po # packages/lib/translations/fr/web.po # packages/lib/translations/it/web.po # packages/lib/translations/ja/web.po # packages/lib/translations/ko/web.po # packages/lib/translations/nl/web.po # packages/lib/translations/pl/web.po # packages/lib/translations/pt-BR/web.po # packages/lib/translations/zh/web.po	2026-05-14 15:44:01 +00:00
ephraimduncan	db7ffc7461	chore: merge main, resolve biome formatting conflicts Reconcile toolbar-filters changes with main's Kysely-based query rewrite and biome reformatting. Notable: - find-documents.ts: rebase on main's Kysely impl while preserving PR semantics (status[] / source[] filters via OR-of-predicates, period 'all' bypass). - get-stats.ts: skip period filter when 'all'. - find-templates.ts: preserve PR templateType array + query filter on top of main's where/include structure. - find-documents-internal: drop preloaded team plumbing (main resolves team internally) and switch appMetaTags to msg`...`. - Restore packages/lib/translations/ from HEAD (autogenerated).	2026-05-12 12:12:37 +00:00
ephraimduncan	1c12aed35e	refactor: simplify template type filter to single-value enum The type filter schema used comma-separated array parsing which was unnecessary for a single-select faceted filter. Moved URL param parsing to the client with parseToStringArray and simplified the tRPC schema to a plain optional TemplateType enum.	2026-02-17 00:57:07 +00:00
ephraimduncan	921e0a0de6	perf: reduce rerenders and async waterfalls in document tables Parallelize user + team lookups in findDocuments via Promise.all, dedupe redundant getTeamById call in the internal TRPC route, stabilize useUpdateSearchParams callback with useCallback + refs, memoize parsed search params in toolbar components, fix stale columns memo deps in template documents table, and use replace:true for search/filter URL updates to avoid history spam.	2026-02-16 20:25:03 +00:00
ephraimduncan	335fee09a9	feat: add faceted table toolbars and multi-value filters Consolidating document and template filtering into shared faceted toolbars makes filtering easier to discover and use. Supporting comma-separated query params enables multi-select filters across UI, server queries, and E2E coverage.	2026-02-16 18:40:23 +00:00