v2.3.0

Seems there's a memory leak in gpu rendering with skia canvas
where contexts can live for much longer than expected escaping gc
cleanup

CPU rendering seems better albeit a bit slower.

Synthetic tests were ran with `--expose-gc` to simulate load over time.

.github/workflows/e2e-tests.yml

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

.github/workflows/translations-upload.yml

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

apps/documentation/package.json

@@ -15,7 +15,7 @@
     "@documenso/tailwind-config": "*",
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
-    "next": "^15",
+    "next": "15.5.9",
     "next-plausible": "^3.12.5",
     "nextra": "^3",
     "nextra-theme-docs": "^3",
@@ -29,4 +29,4 @@
     "pagefind": "^1.2.0",
     "typescript": "5.6.2"
   }
-}
+}

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

@@ -4,4 +4,5 @@ export default {
   'how-to': 'How To',
   'setting-up-oauth-providers': 'Setting up OAuth Providers',
   telemetry: 'Telemetry',
+  'ai-features': 'AI Recipient & Field Detection',
 };

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

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

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

@@ -119,6 +119,8 @@ NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
 NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
 ```
 
+For full AI setup details (including model availability notes), see the [AI Recipient & Field Detection (Self-hosting)](./ai-features) page.
+
 ### Set Up Your Signing Certificate
 
 <Callout type="warning">
@@ -267,58 +269,63 @@ You can access the Documenso application by visiting the URL you provided for th
 
 The environment variables listed above are a subset of those available for configuring Documenso. The table below provides a complete list of environment variables and their descriptions.
 
-| Variable                                     | Description                                                                                         |
-| -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
-| `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                            |
-| `NEXTAUTH_SECRET`                            | The secret key used by NextAuth.js for encryption and signing.                                      |
-| `NEXT_PRIVATE_ENCRYPTION_KEY`                | The primary encryption key for symmetric encryption and decryption (at least 32 characters).        |
-| `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY`      | The secondary encryption key for symmetric encryption and decryption (at least 32 characters).      |
-| `NEXT_PRIVATE_GOOGLE_CLIENT_ID`              | The Google client ID for Google authentication (optional).                                          |
-| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET`          | The Google client secret for Google authentication (optional).                                      |
-| `NEXT_PRIVATE_MICROSOFT_CLIENT_ID`           | The Microsoft client ID for Microsoft authentication (optional).                                    |
-| `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET`       | The Microsoft client secret for Microsoft authentication (optional).                                |
-| `NEXT_PRIVATE_OIDC_CLIENT_ID`                | The OIDC client ID for OIDC authentication (optional).                                              |
-| `NEXT_PRIVATE_OIDC_CLIENT_SECRET`            | The OIDC client secret for OIDC authentication (optional).                                          |
-| `NEXT_PRIVATE_OIDC_WELL_KNOWN`               | The well-known URL for the OIDC provider (optional).                                                |
-| `NEXT_PRIVATE_OIDC_PROVIDER_LABEL`           | The label to display for the OIDC provider button (optional).                                       |
-| `NEXT_PRIVATE_OIDC_SKIP_VERIFY`              | Whether to skip email verification for OIDC accounts (optional, default `false`).                   |
-| `NEXT_PUBLIC_WEBAPP_URL`                     | The URL for the web application.                                                                    |
-| `NEXT_PUBLIC_SUPPORT_EMAIL`                  | The support email address displayed to users (default `support@documenso.com`).                     |
-| `NEXT_PRIVATE_DATABASE_URL`                  | The URL for the primary database connection (with connection pooling).                              |
-| `NEXT_PRIVATE_DIRECT_DATABASE_URL`           | The URL for the direct database connection (without connection pooling).                            |
-| `NEXT_PRIVATE_SIGNING_TRANSPORT`             | The signing transport to use. Available options: local (default)                                    |
-| `NEXT_PRIVATE_SIGNING_PASSPHRASE`            | The passphrase for the key file.                                                                    |
-| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS`   | The base64-encoded contents of the key file will be used instead of the file path.                  |
-| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`       | The path to the key file, default `/opt/documenso/cert.p12`.                                        |
-| `NEXT_PUBLIC_UPLOAD_TRANSPORT`               | The transport for file uploads (database or s3).                                                    |
-| `NEXT_PRIVATE_UPLOAD_ENDPOINT`               | The endpoint for the S3 storage transport (for third-party S3-compatible providers).                |
-| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE`       | Whether to force path-style URLs for the S3 storage transport.                                      |
-| `NEXT_PRIVATE_UPLOAD_REGION`                 | The region for the S3 storage transport (defaults to us-east-1).                                    |
-| `NEXT_PRIVATE_UPLOAD_BUCKET`                 | The bucket to use for the S3 storage transport.                                                     |
-| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID`          | The access key ID for the S3 storage transport.                                                     |
-| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY`      | The secret access key for the S3 storage transport.                                                 |
-| `NEXT_PRIVATE_SMTP_TRANSPORT`                | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels).                        |
-| `NEXT_PRIVATE_SMTP_HOST`                     | The host for the SMTP server for SMTP transports.                                                   |
-| `NEXT_PRIVATE_SMTP_PORT`                     | The port for the SMTP server for SMTP transports.                                                   |
-| `NEXT_PRIVATE_SMTP_USERNAME`                 | The username for the SMTP server for the `smtp-auth` transport.                                     |
-| `NEXT_PRIVATE_SMTP_PASSWORD`                 | The password for the SMTP server for the `smtp-auth` transport.                                     |
-| `NEXT_PRIVATE_SMTP_APIKEY_USER`              | The API key user for the SMTP server for the `smtp-api` transport.                                  |
-| `NEXT_PRIVATE_SMTP_APIKEY`                   | The API key for the SMTP server for the `smtp-api` transport.                                       |
-| `NEXT_PRIVATE_SMTP_SECURE`                   | Whether to force the use of TLS for the SMTP server for SMTP transports.                            |
-| `NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS`        | Whether to ignore TLS errors for the SMTP server (useful for self-signed certificates).             |
-| `NEXT_PRIVATE_SMTP_FROM_ADDRESS`             | The email address for the "from" address.                                                           |
-| `NEXT_PRIVATE_SMTP_FROM_NAME`                | The sender name for the "from" address.                                                             |
-| `NEXT_PRIVATE_RESEND_API_KEY`                | The API key for Resend.com for the `resend` transport.                                              |
-| `NEXT_PRIVATE_MAILCHANNELS_API_KEY`          | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport.          |
-| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT`         | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport. |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN`      | The domain for DKIM signing with MailChannels for the `mailchannels` transport.                     |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR`    | The selector for DKIM signing with MailChannels for the `mailchannels` transport.                   |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport.                |
-| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT`     | The maximum document upload limit displayed to the user (in MB).                                    |
-| `NEXT_PUBLIC_POSTHOG_KEY`                    | The optional PostHog key for analytics and feature flags.                                           |
-| `NEXT_PUBLIC_DISABLE_SIGNUP`                 | Whether to disable user signups through the /signup page.                                           |
-| `NEXT_PRIVATE_BROWSERLESS_URL`               | The URL for a Browserless.io instance to generate PDFs (optional).                                  |
-| `DOCUMENSO_DISABLE_TELEMETRY`                | Set to `true` to disable anonymous telemetry (see [Telemetry](#telemetry) section below).           |
+For AI setup specifics, see the [AI Recipient & Field Detection (Self-hosting)](./ai-features) page.
+
+| Variable                                     | Description                                                                                                                                             |
+| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                                                                                |
+| `NEXTAUTH_SECRET`                            | The secret key used by NextAuth.js for encryption and signing.                                                                                          |
+| `NEXT_PRIVATE_ENCRYPTION_KEY`                | The primary encryption key for symmetric encryption and decryption (at least 32 characters).                                                            |
+| `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY`      | The secondary encryption key for symmetric encryption and decryption (at least 32 characters).                                                          |
+| `NEXT_PRIVATE_GOOGLE_CLIENT_ID`              | The Google client ID for Google authentication (optional).                                                                                              |
+| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET`          | The Google client secret for Google authentication (optional).                                                                                          |
+| `NEXT_PRIVATE_MICROSOFT_CLIENT_ID`           | The Microsoft client ID for Microsoft authentication (optional).                                                                                        |
+| `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET`       | The Microsoft client secret for Microsoft authentication (optional).                                                                                    |
+| `NEXT_PRIVATE_OIDC_CLIENT_ID`                | The OIDC client ID for OIDC authentication (optional).                                                                                                  |
+| `NEXT_PRIVATE_OIDC_CLIENT_SECRET`            | The OIDC client secret for OIDC authentication (optional).                                                                                              |
+| `NEXT_PRIVATE_OIDC_WELL_KNOWN`               | The well-known URL for the OIDC provider (optional).                                                                                                    |
+| `NEXT_PRIVATE_OIDC_PROVIDER_LABEL`           | The label to display for the OIDC provider button (optional).                                                                                           |
+| `NEXT_PRIVATE_OIDC_SKIP_VERIFY`              | Whether to skip email verification for OIDC accounts (optional, default `false`).                                                                       |
+| `NEXT_PUBLIC_WEBAPP_URL`                     | The URL for the web application.                                                                                                                        |
+| `NEXT_PUBLIC_SUPPORT_EMAIL`                  | The support email address displayed to users (default `support@documenso.com`).                                                                         |
+| `NEXT_PRIVATE_DATABASE_URL`                  | The URL for the primary database connection (with connection pooling).                                                                                  |
+| `NEXT_PRIVATE_DIRECT_DATABASE_URL`           | The URL for the direct database connection (without connection pooling).                                                                                |
+| `NEXT_PRIVATE_SIGNING_TRANSPORT`             | The signing transport to use. Available options: local (default)                                                                                        |
+| `NEXT_PRIVATE_SIGNING_PASSPHRASE`            | The passphrase for the key file.                                                                                                                        |
+| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS`   | The base64-encoded contents of the key file will be used instead of the file path.                                                                      |
+| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`       | The path to the key file, default `/opt/documenso/cert.p12`.                                                                                            |
+| `NEXT_PUBLIC_UPLOAD_TRANSPORT`               | The transport for file uploads (database or s3).                                                                                                        |
+| `NEXT_PRIVATE_UPLOAD_ENDPOINT`               | The endpoint for the S3 storage transport (for third-party S3-compatible providers).                                                                    |
+| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE`       | Whether to force path-style URLs for the S3 storage transport.                                                                                          |
+| `NEXT_PRIVATE_UPLOAD_REGION`                 | The region for the S3 storage transport (defaults to us-east-1).                                                                                        |
+| `NEXT_PRIVATE_UPLOAD_BUCKET`                 | The bucket to use for the S3 storage transport.                                                                                                         |
+| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID`          | The access key ID for the S3 storage transport.                                                                                                         |
+| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY`      | The secret access key for the S3 storage transport.                                                                                                     |
+| `NEXT_PRIVATE_SMTP_TRANSPORT`                | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels).                                                                            |
+| `NEXT_PRIVATE_SMTP_HOST`                     | The host for the SMTP server for SMTP transports.                                                                                                       |
+| `NEXT_PRIVATE_SMTP_PORT`                     | The port for the SMTP server for SMTP transports.                                                                                                       |
+| `NEXT_PRIVATE_SMTP_USERNAME`                 | The username for the SMTP server for the `smtp-auth` transport.                                                                                         |
+| `NEXT_PRIVATE_SMTP_PASSWORD`                 | The password for the SMTP server for the `smtp-auth` transport.                                                                                         |
+| `NEXT_PRIVATE_SMTP_APIKEY_USER`              | The API key user for the SMTP server for the `smtp-api` transport.                                                                                      |
+| `NEXT_PRIVATE_SMTP_APIKEY`                   | The API key for the SMTP server for the `smtp-api` transport.                                                                                           |
+| `NEXT_PRIVATE_SMTP_SECURE`                   | Whether to force the use of TLS for the SMTP server for SMTP transports.                                                                                |
+| `NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS`        | Whether to ignore TLS errors for the SMTP server (useful for self-signed certificates).                                                                 |
+| `NEXT_PRIVATE_SMTP_FROM_ADDRESS`             | The email address for the "from" address.                                                                                                               |
+| `NEXT_PRIVATE_SMTP_FROM_NAME`                | The sender name for the "from" address.                                                                                                                 |
+| `NEXT_PRIVATE_RESEND_API_KEY`                | The API key for Resend.com for the `resend` transport.                                                                                                  |
+| `NEXT_PRIVATE_MAILCHANNELS_API_KEY`          | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport.                                                              |
+| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT`         | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport.                                                     |
+| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN`      | The domain for DKIM signing with MailChannels for the `mailchannels` transport.                                                                         |
+| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR`    | The selector for DKIM signing with MailChannels for the `mailchannels` transport.                                                                       |
+| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport.                                                                    |
+| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT`     | The maximum document upload limit displayed to the user (in MB).                                                                                        |
+| `NEXT_PUBLIC_POSTHOG_KEY`                    | The optional PostHog key for analytics and feature flags.                                                                                               |
+| `NEXT_PUBLIC_DISABLE_SIGNUP`                 | Whether to disable user signups through the /signup page.                                                                                               |
+| `NEXT_PRIVATE_BROWSERLESS_URL`               | The URL for a Browserless.io instance to generate PDFs (optional).                                                                                      |
+| `DOCUMENSO_DISABLE_TELEMETRY`                | Set to `true` to disable anonymous telemetry (see [Telemetry](#telemetry) section below).                                                               |
+| `GOOGLE_VERTEX_PROJECT_ID`                   | Google Cloud project ID used for Vertex AI (required for AI detection).                                                                                 |
+| `GOOGLE_VERTEX_API_KEY`                      | Vertex AI Express API key with access to Gemini models (required for AI detection). See [AI Recipient & Field Detectionfor](./ai-features) for details. |
+| `GOOGLE_VERTEX_LOCATION`                     | Optional Vertex region, defaults to `global`. Not all models are available in every region.                                                             |
 
 ## Telemetry
 

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

@@ -4,4 +4,5 @@ export default {
   'document-visibility': 'Document Visibility',
   fields: 'Document Fields',
   'email-preferences': 'Email Preferences',
+  'ai-detection': 'AI Recipient & Field Detection',
 };

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

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

apps/documentation/pages/users/documents/fields.mdx

@@ -178,7 +178,7 @@ The dropdown/select field collects a single choice from a list of options.
 
 Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured.
 
-{/* ![The dropdown/select field in the Documenso document editor](/document-signing/dropdown-field-document-editor-view.webp) */}
+![The dropdown/select field in the Documenso document editor](/document-signing/dropdown-field-document-editor-view.webp)
 
 The dropdown/select field settings include:
 

apps/openpage-api/package.json

@@ -12,11 +12,11 @@
   "dependencies": {
     "@documenso/prisma": "*",
     "luxon": "^3.7.2",
-    "next": "^15"
+    "next": "15.5.9"
   },
   "devDependencies": {
     "@types/node": "^20",
     "@types/react": "18.3.27",
     "typescript": "5.6.2"
   }
-}
+}

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

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

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

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

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

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

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

@@ -3,7 +3,7 @@ import { useCallback, useEffect, useMemo, useState } from 'react';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
+import { Plural, Trans } from '@lingui/react/macro';
 import { CheckIcon, FormInputIcon, ShieldCheckIcon } from 'lucide-react';
 
 import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
@@ -232,10 +232,19 @@ export const AiFieldDetectionDialog = ({
 
               {progress && (
                 <p className="mt-2 text-xs text-muted-foreground/60">
-                  <Trans>
-                    Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
-                    {progress.fieldsDetected} field(s) found
-                  </Trans>
+                  <Plural
+                    value={progress.fieldsDetected}
+                    one={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # field found
+                      </Trans>
+                    }
+                    other={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # fields found
+                      </Trans>
+                    }
+                  />
                 </p>
               )}
 
@@ -279,7 +288,11 @@ export const AiFieldDetectionDialog = ({
               ) : (
                 <>
                   <p className="text-sm text-muted-foreground">
-                    <Trans>We found {detectedFields.length} field(s) in your document.</Trans>
+                    <Plural
+                      value={detectedFields.length}
+                      one="We found # field in your document."
+                      other="We found # fields in your document."
+                    />
                   </p>
 
                   <ul className="mt-4 divide-y rounded-lg border">

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

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
+import { Plural, Trans } from '@lingui/react/macro';
 import { CheckIcon, ShieldCheckIcon, UserIcon, XIcon } from 'lucide-react';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
@@ -190,10 +190,19 @@ export const AiRecipientDetectionDialog = ({
 
               {progress && (
                 <p className="mt-2 text-xs text-muted-foreground/60">
-                  <Trans>
-                    Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
-                    {progress.recipientsDetected} recipient(s) found
-                  </Trans>
+                  <Plural
+                    value={progress.recipientsDetected}
+                    one={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # recipient found
+                      </Trans>
+                    }
+                    other={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # recipients found
+                      </Trans>
+                    }
+                  />
                 </p>
               )}
 
@@ -237,9 +246,11 @@ export const AiRecipientDetectionDialog = ({
               ) : (
                 <>
                   <p className="text-sm text-muted-foreground">
-                    <Trans>
-                      We found {detectedRecipients.length} recipient(s) in your document.
-                    </Trans>
+                    <Plural
+                      value={detectedRecipients.length}
+                      one="We found # recipient in your document."
+                      other="We found # recipients in your document."
+                    />
                   </p>
 
                   <ul className="mt-4 divide-y rounded-lg border">

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

@@ -19,6 +19,7 @@ import * as z from 'zod';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
 import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
 import { cn } from '@documenso/ui/lib/utils';
@@ -129,18 +130,43 @@ export const EnvelopeDistributeDialog = ({
 
   const distributionMethod = watch('meta.distributionMethod');
 
+  const recipientsWithIndex = useMemo(
+    () =>
+      envelope.recipients.map((recipient, index) => ({
+        ...recipient,
+        index,
+      })),
+    [envelope.recipients],
+  );
+
   const recipientsMissingSignatureFields = useMemo(
     () =>
-      envelope.recipients.filter(
+      recipientsWithIndex.filter(
         (recipient) =>
           recipient.role === RecipientRole.SIGNER &&
           !envelope.fields.some(
             (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
           ),
       ),
-    [envelope.recipients, envelope.fields],
+    [recipientsWithIndex, envelope.fields],
   );
 
+  /**
+   * List of recipients who must have an email due to having auth enabled.
+   */
+  const recipientsMissingRequiredEmail = useMemo(() => {
+    return recipientsWithIndex.filter((recipient) => {
+      const auth = extractDocumentAuthMethods({
+        documentAuth: envelope.authOptions,
+        recipientAuth: recipient.authOptions,
+      });
+
+      return (
+        (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) && !recipient.email
+      );
+    });
+  }, [recipientsWithIndex, envelope.authOptions]);
+
   const invalidEnvelopeCode = useMemo(() => {
     if (recipientsMissingSignatureFields.length > 0) {
       return 'MISSING_SIGNATURES';
@@ -150,8 +176,12 @@ export const EnvelopeDistributeDialog = ({
       return 'MISSING_RECIPIENTS';
     }
 
+    if (recipientsMissingRequiredEmail.length > 0) {
+      return 'MISSING_REQUIRED_EMAIL';
+    }
+
     return null;
-  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
+  }, [envelope.recipients, recipientsMissingRequiredEmail, recipientsMissingSignatureFields]);
 
   const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
     try {
@@ -323,8 +353,10 @@ export const EnvelopeDistributeDialog = ({
                               render={({ field }) => (
                                 <FormItem>
                                   <FormLabel>
-                                    <Trans>Reply To Email</Trans>{' '}
-                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Trans>
+                                      Reply To Email{' '}
+                                      <span className="text-muted-foreground">(Optional)</span>
+                                    </Trans>
                                   </FormLabel>
 
                                   <FormControl>
@@ -342,8 +374,10 @@ export const EnvelopeDistributeDialog = ({
                               render={({ field }) => (
                                 <FormItem>
                                   <FormLabel>
-                                    <Trans>Subject</Trans>{' '}
-                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Trans>
+                                      Subject{' '}
+                                      <span className="text-muted-foreground">(Optional)</span>
+                                    </Trans>
                                   </FormLabel>
 
                                   <FormControl>
@@ -360,8 +394,10 @@ export const EnvelopeDistributeDialog = ({
                               render={({ field }) => (
                                 <FormItem>
                                   <FormLabel className="flex flex-row items-center">
-                                    <Trans>Message</Trans>{' '}
-                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Trans>
+                                      Message{' '}
+                                      <span className="text-muted-foreground">(Optional)</span>
+                                    </Trans>
                                     <Tooltip>
                                       <TooltipTrigger type="button">
                                         <InfoIcon className="mx-2 h-4 w-4" />
@@ -444,7 +480,22 @@ export const EnvelopeDistributeDialog = ({
 
                     <ul className="ml-2 mt-1 list-inside list-disc">
                       {recipientsMissingSignatureFields.map((recipient) => (
-                        <li key={recipient.id}>{recipient.email}</li>
+                        <li key={recipient.id}>
+                          {recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
+                        </li>
+                      ))}
+                    </ul>
+                  </AlertDescription>
+                ))
+                .with('MISSING_REQUIRED_EMAIL', () => (
+                  <AlertDescription>
+                    <Trans>The following recipients require an email address:</Trans>
+
+                    <ul className="ml-2 mt-1 list-inside list-disc">
+                      {recipientsMissingRequiredEmail.map((recipient) => (
+                        <li key={recipient.id}>
+                          {recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
+                        </li>
                       ))}
                     </ul>
                   </AlertDescription>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -103,8 +103,8 @@ export const TemplateBulkSendDialog = ({
       console.error(err);
 
       toast({
-        title: 'Error',
-        description: 'Failed to upload CSV. Please check the file format and try again.',
+        title: _(msg`Error`),
+        description: _(msg`Failed to upload CSV. Please check the file format and try again.`),
         variant: 'destructive',
       });
     }

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

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

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

@@ -21,6 +21,7 @@ import {
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -65,7 +66,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number(),
-      email: z.string().email(),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       signingOrder: z.number().optional(),
     }),
@@ -100,12 +101,29 @@ export function TemplateUseDialog({
 
   const [open, setOpen] = useState(false);
 
-  const form = useForm<TAddRecipientsForNewDocumentSchema>({
-    resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
-    defaultValues: {
+  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
+    {
+      envelopeId,
+    },
+    {
+      placeholderData: (previousData) => previousData,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+      enabled: open,
+    },
+  );
+
+  const envelopeItems = response?.data ?? [];
+
+  const generateDefaultFormValues = () => {
+    return {
       distributeDocument: false,
       useCustomDocument: false,
-      customDocumentData: [],
+      customDocumentData: envelopeItems.map((item) => ({
+        title: item.title,
+        data: undefined,
+        envelopeItemId: item.id,
+      })),
       recipients: recipients
         .sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
         .map((recipient) => {
@@ -124,7 +142,12 @@ export function TemplateUseDialog({
             signingOrder: recipient.signingOrder ?? undefined,
           };
         }),
-    },
+    };
+  };
+
+  const form = useForm<TAddRecipientsForNewDocumentSchema>({
+    resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
+    defaultValues: generateDefaultFormValues(),
   });
 
   const { replace, fields: localCustomDocumentData } = useFieldArray({
@@ -132,19 +155,6 @@ export function TemplateUseDialog({
     name: 'customDocumentData',
   });
 
-  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
-    {
-      envelopeId,
-    },
-    {
-      placeholderData: (previousData) => previousData,
-      ...SKIP_QUERY_BATCH_META,
-      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    },
-  );
-
-  const envelopeItems = response?.data ?? [];
-
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
@@ -214,8 +224,8 @@ export function TemplateUseDialog({
   });
 
   useEffect(() => {
-    if (!open) {
-      form.reset();
+    if (open) {
+      form.reset(generateDefaultFormValues());
     }
   }, [open, form]);
 
@@ -322,7 +332,7 @@ export function TemplateUseDialog({
                             <Input
                               {...field}
                               aria-label="Name"
-                              placeholder={recipients[index].name || _(msg`Name`)}
+                              placeholder={recipients[index].name || _(msg`Recipient ${index + 1}`)}
                             />
                           </FormControl>
                           <FormMessage />
@@ -349,7 +359,7 @@ export function TemplateUseDialog({
 
                             {documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
                               <label
-                                className="text-muted-foreground ml-2 flex items-center text-sm"
+                                className="ml-2 flex items-center text-sm text-muted-foreground"
                                 htmlFor="distributeDocument"
                               >
                                 <Trans>Send document</Trans>
@@ -358,7 +368,7 @@ export function TemplateUseDialog({
                                     <InfoIcon className="mx-1 h-4 w-4" />
                                   </TooltipTrigger>
 
-                                  <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                  <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
                                     <p>
                                       <Trans>
                                         The document will be immediately sent to recipients if this
@@ -378,7 +388,7 @@ export function TemplateUseDialog({
 
                             {documentDistributionMethod === DocumentDistributionMethod.NONE && (
                               <label
-                                className="text-muted-foreground ml-2 flex items-center text-sm"
+                                className="ml-2 flex items-center text-sm text-muted-foreground"
                                 htmlFor="distributeDocument"
                               >
                                 <Trans>Create as pending</Trans>
@@ -386,7 +396,7 @@ export function TemplateUseDialog({
                                   <TooltipTrigger type="button">
                                     <InfoIcon className="mx-1 h-4 w-4" />
                                   </TooltipTrigger>
-                                  <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                  <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
                                     <p>
                                       <Trans>
                                         Create the document as pending and ready to sign.
@@ -432,7 +442,7 @@ export function TemplateUseDialog({
                           }}
                         />
                         <label
-                          className="text-muted-foreground ml-2 flex items-center text-sm"
+                          className="ml-2 flex items-center text-sm text-muted-foreground"
                           htmlFor="useCustomDocument"
                         >
                           <Trans>Upload custom document</Trans>
@@ -440,7 +450,7 @@ export function TemplateUseDialog({
                             <TooltipTrigger type="button">
                               <InfoIcon className="mx-1 h-4 w-4" />
                             </TooltipTrigger>
-                            <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                            <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
                               <p>
                                 <Trans>
                                   Upload a custom document to use instead of the template's default
@@ -470,19 +480,19 @@ export function TemplateUseDialog({
                               <FormControl>
                                 <div
                                   key={item.id}
-                                  className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+                                  className="flex items-center gap-4 rounded-lg border border-border bg-card p-4 transition-colors hover:bg-accent/10"
                                 >
                                   <div className="flex-shrink-0">
-                                    <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
-                                      <FileTextIcon className="text-primary h-5 w-5" />
+                                    <div className="flex h-10 w-10 items-center justify-center rounded-lg bg-primary/10">
+                                      <FileTextIcon className="h-5 w-5 text-primary" />
                                     </div>
                                   </div>
 
                                   <div className="min-w-0 flex-1">
-                                    <h4 className="text-foreground truncate text-sm font-medium">
+                                    <h4 className="truncate text-sm font-medium text-foreground">
                                       {item.title}
                                     </h4>
-                                    <p className="text-muted-foreground mt-0.5 text-xs">
+                                    <p className="mt-0.5 text-xs text-muted-foreground">
                                       {field.value ? (
                                         <div>
                                           <Trans>

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

@@ -219,9 +219,8 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
                     <FormDescription>
                       <Trans>
                         A secret that will be sent to your URL so you can verify that the request
-                        has been sent by Documenso
+                        has been sent by Documenso.
                       </Trans>
-                      .
                     </FormDescription>
                     <FormMessage />
                   </FormItem>

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

@@ -5,6 +5,7 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaLanguageSchema,
 } from '@documenso/lib/types/document-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 
 // Define the schema for configuration
@@ -55,7 +56,7 @@ export const ZConfigureTemplateEmbedFormSchema = ZConfigureEmbedFormSchema.exten
       nativeId: z.number().optional(),
       formId: z.string(),
       name: z.string(),
-      email: z.union([z.string().length(0), z.string().email('Invalid email address')]),
+      email: ZRecipientEmailSchema,
       role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
       signingOrder: z.number().optional(),
       disabled: z.boolean().optional(),

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

@@ -1,5 +1,6 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { EnvelopeItem, FieldType } from '@prisma/client';
@@ -229,8 +230,8 @@ export const ConfigureFieldsView = ({
         setFieldClipboard(lastActiveField);
 
         toast({
-          title: 'Copied field',
-          description: 'Copied field to clipboard',
+          title: _(msg`Copied field`),
+          description: _(msg`Copied field to clipboard`),
         });
       }
     },

apps/remix/app/components/embed/embed-direct-template-client-page.tsx

@@ -438,6 +438,7 @@ export const EmbedDirectTemplateClientPage = ({
                       className="mt-2"
                       disabled={isThrottled || isSubmitting}
                       disableAnimation
+                      fullName={fullName}
                       value={signature ?? ''}
                       onChange={(v) => setSignature(v ?? '')}
                       typedSignatureEnabled={metadata?.typedSignatureEnabled}

apps/remix/app/components/embed/embed-document-signing-page-v1.tsx

@@ -455,6 +455,7 @@ export const EmbedSignDocumentV1ClientPage = ({
                             className="mt-2"
                             disabled={isThrottled || isSubmitting}
                             disableAnimation
+                            fullName={fullName}
                             value={signature ?? ''}
                             onChange={(v) => setSignature(v ?? '')}
                             typedSignatureEnabled={metadata?.typedSignatureEnabled}

apps/remix/app/components/embed/multisign/multi-sign-document-signing-view.tsx

@@ -150,8 +150,8 @@ export const MultiSignDocumentSigningView = ({
       onDocumentError?.();
 
       toast({
-        title: 'Error',
-        description: 'Failed to complete the document. Please try again.',
+        title: _(msg`Error`),
+        description: _(msg`Failed to complete the document. Please try again.`),
         variant: 'destructive',
       });
     } finally {
@@ -319,6 +319,7 @@ export const MultiSignDocumentSigningView = ({
                                     className="mt-2"
                                     disabled={isSubmitting}
                                     disableAnimation
+                                    fullName={fullName}
                                     value={signature ?? ''}
                                     onChange={(v) => setSignature(v ?? '')}
                                     typedSignatureEnabled={

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

@@ -110,7 +110,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
             <Label htmlFor="email" className="text-muted-foreground">
               <Trans>Email</Trans>
             </Label>
-            <Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
+            <Input id="email" type="email" className="mt-2 bg-muted" value={user.email} disabled />
           </div>
 
           <FormField
@@ -124,6 +124,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
                 <FormControl>
                   <SignaturePadDialog
                     disabled={isSubmitting}
+                    fullName={user.name ?? ''}
                     value={value}
                     onChange={(v) => onChange(v ?? '')}
                   />

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

@@ -201,7 +201,7 @@ export const SignInForm = ({
         .otherwise(() => handleFallbackErrorMessages(error.code));
 
       toast({
-        title: 'Something went wrong',
+        title: _(msg`Something went wrong`),
         description: _(errorMessage),
         duration: 10000,
         variant: 'destructive',
@@ -244,11 +244,11 @@ export const SignInForm = ({
       const errorMessage = match(error.code)
         .with(
           AuthenticationErrorCode.InvalidCredentials,
-          () => msg`The email or password provided is incorrect`,
+          () => msg`The email or password provided is incorrect.`,
         )
         .with(
           AuthenticationErrorCode.InvalidTwoFactorCode,
-          () => msg`The two-factor authentication code provided is incorrect`,
+          () => msg`The two-factor authentication code provided is incorrect.`,
         )
         .otherwise(() => handleFallbackErrorMessages(error.code));
 

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

@@ -131,7 +131,7 @@ export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
       const errorMessage = match(error.code)
         .with(
           AppErrorCode.UNAUTHORIZED,
-          () => msg`You do not have permission to create a token for this team`,
+          () => msg`You do not have permission to create a token for this team.`,
         )
         .otherwise(() => msg`Something went wrong. Please try again later.`);
 

apps/remix/app/components/general/avatar-with-recipient.tsx

@@ -56,13 +56,13 @@ export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRec
       />
 
       <div
-        className="text-muted-foreground text-sm"
+        className="text-sm text-muted-foreground"
         title={
           signingToken ? _(msg`Click to copy signing link for sending to recipient`) : undefined
         }
       >
-        <p>{recipient.email}</p>
-        <p className="text-muted-foreground/70 text-xs">
+        <p>{recipient.email || recipient.name}</p>
+        <p className="text-xs text-muted-foreground/70">
           {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
         </p>
       </div>

apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx

@@ -417,6 +417,7 @@ export const DirectTemplateSigningForm = ({
               <SignaturePadDialog
                 className="mt-2"
                 disabled={isSubmitting}
+                fullName={fullName}
                 value={signature ?? ''}
                 onChange={(value) => setSignature(value)}
                 typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
@@ -433,7 +434,7 @@ export const DirectTemplateSigningForm = ({
 
         <div className="mt-4 flex gap-x-4">
           <Button
-            className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+            className="w-full bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
             size="lg"
             variant="secondary"
             disabled={isSubmitting}

apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx

@@ -57,12 +57,13 @@ export type DocumentSigningCompleteDialogProps = {
     name: string;
     email: string;
   };
-  directTemplatePayload?: {
+  recipientPayload?: {
     name: string;
     email: string;
   };
   buttonSize?: 'sm' | 'lg';
   position?: 'start' | 'end' | 'center';
+  disableNameInput?: boolean;
 };
 
 const ZNextSignerFormSchema = z.object({
@@ -89,10 +90,11 @@ export const DocumentSigningCompleteDialog = ({
   recipient,
   disabled = false,
   allowDictateNextSigner = false,
-  directTemplatePayload,
+  recipientPayload,
   defaultNextSigner,
   buttonSize = 'lg',
   position,
+  disableNameInput = false,
 }: DocumentSigningCompleteDialogProps) => {
   const { t } = useLingui();
 
@@ -113,11 +115,11 @@ export const DocumentSigningCompleteDialog = ({
     },
   });
 
-  const directRecipientForm = useForm<TDirectRecipientFormSchema>({
+  const recipientForm = useForm<TDirectRecipientFormSchema>({
     resolver: zodResolver(ZDirectRecipientFormSchema),
     defaultValues: {
-      name: directTemplatePayload?.name ?? '',
-      email: directTemplatePayload?.email ?? '',
+      name: recipientPayload?.name ?? '',
+      email: recipientPayload?.email ?? '',
     },
   });
 
@@ -145,16 +147,16 @@ export const DocumentSigningCompleteDialog = ({
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
     try {
-      let directRecipient: { name: string; email: string } | undefined;
+      let recipientOverridePayload: { name: string; email: string } | undefined;
 
-      if (directTemplatePayload && !directTemplatePayload.email) {
-        const isFormValid = await directRecipientForm.trigger();
+      if (recipientPayload && !recipientPayload.email) {
+        const isFormValid = await recipientForm.trigger();
 
         if (!isFormValid) {
           return;
         }
 
-        directRecipient = directRecipientForm.getValues();
+        recipientOverridePayload = recipientForm.getValues();
       }
 
       // Check if 2FA is required
@@ -168,7 +170,7 @@ export const DocumentSigningCompleteDialog = ({
           ? { name: data.name, email: data.email }
           : undefined;
 
-      await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
+      await onSignatureComplete(nextSigner, data.accessAuthOptions, recipientOverridePayload);
     } catch (error) {
       const err = AppError.parseError(error);
 
@@ -222,7 +224,7 @@ export const DocumentSigningCompleteDialog = ({
             <Trans>Are you sure?</Trans>
           </DialogTitle>
           <DialogDescription>
-            <div className="text-muted-foreground max-w-[50ch]">
+            <div className="max-w-[50ch] text-muted-foreground">
               {match(recipient.role)
                 .with(RecipientRole.VIEWER, () => (
                   <span className="inline-flex flex-wrap">
@@ -250,19 +252,19 @@ export const DocumentSigningCompleteDialog = ({
           </DialogDescription>
         </DialogHeader>
 
-        <div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
-          <p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
+        <div className="rounded-lg border border-border bg-muted/50 p-4 text-center">
+          <p className="text-sm font-medium text-muted-foreground">{documentTitle}</p>
         </div>
 
         {!showTwoFactorForm && (
           <>
             <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
-              {directTemplatePayload && !directTemplatePayload.email && (
-                <Form {...directRecipientForm}>
+              {recipientPayload && !recipientPayload.email && (
+                <Form {...recipientForm}>
                   <div className="mb-4 flex flex-col gap-4">
                     <div className="flex flex-col gap-4 md:flex-row">
                       <FormField
-                        control={directRecipientForm.control}
+                        control={recipientForm.control}
                         name="name"
                         render={({ field }) => (
                           <FormItem className="flex-1">
@@ -274,7 +276,7 @@ export const DocumentSigningCompleteDialog = ({
                                 {...field}
                                 className="mt-2"
                                 placeholder={t`Enter your name`}
-                                disabled={isNameLocked}
+                                disabled={isNameLocked || disableNameInput}
                               />
                             </FormControl>
 
@@ -284,7 +286,7 @@ export const DocumentSigningCompleteDialog = ({
                       />
 
                       <FormField
-                        control={directRecipientForm.control}
+                        control={recipientForm.control}
                         name="email"
                         render={({ field }) => (
                           <FormItem className="flex-1">

apps/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -108,8 +108,8 @@ export const DocumentSigningForm = ({
       await completeDocument({ nextSigner });
     } catch (err) {
       toast({
-        title: 'Error',
-        description: 'An error occurred while completing the document. Please try again.',
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while completing the document. Please try again.`),
         variant: 'destructive',
       });
 
@@ -280,6 +280,7 @@ export const DocumentSigningForm = ({
                       <SignaturePadDialog
                         className="mt-2"
                         disabled={isSubmitting}
+                        fullName={fullName}
                         value={signature ?? ''}
                         onChange={(v) => setSignature(v ?? '')}
                         typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}

apps/remix/app/components/general/document-signing/document-signing-mobile-widget.tsx

@@ -106,7 +106,7 @@ export const DocumentSigningMobileWidget = () => {
                   <motion.div
                     layout="size"
                     layoutId="document-signing-mobile-widget-progress-bar"
-                    className="bg-documenso absolute inset-y-0 left-0"
+                    className="bg-primary absolute inset-y-0 left-0"
                     style={{
                       width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
                     }}

apps/remix/app/components/general/document-signing/document-signing-page-view-v2.tsx

@@ -109,7 +109,7 @@ export const DocumentSigningPageViewV2 = () => {
               <motion.div
                 layout="size"
                 layoutId="document-flow-container-step"
-                className="absolute inset-y-0 left-0 bg-documenso"
+                className="absolute inset-y-0 left-0 bg-primary"
                 style={{
                   width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
                 }}

apps/remix/app/components/general/document-signing/document-signing-reject-dialog.tsx

@@ -74,8 +74,8 @@ export function DocumentSigningRejectDialog({
       });
 
       toast({
-        title: 'Document rejected',
-        description: 'The document has been successfully rejected.',
+        title: t`Document rejected`,
+        description: t`The document has been successfully rejected.`,
         duration: 5000,
       });
 
@@ -88,8 +88,8 @@ export function DocumentSigningRejectDialog({
       }
     } catch (err) {
       toast({
-        title: 'Error',
-        description: 'An error occurred while rejecting the document. Please try again.',
+        title: t`Error`,
+        description: t`An error occurred while rejecting the document. Please try again.`,
         variant: 'destructive',
         duration: 5000,
       });

apps/remix/app/components/general/document-signing/document-signing-signature-field.tsx

@@ -56,8 +56,11 @@ export const DocumentSigningSignatureField = ({
   const containerRef = useRef<HTMLDivElement>(null);
   const [fontSize, setFontSize] = useState(2);
 
-  const { signature: providedSignature, setSignature: setProvidedSignature } =
-    useRequiredDocumentSigningContext();
+  const {
+    fullName,
+    signature: providedSignature,
+    setSignature: setProvidedSignature,
+  } = useRequiredDocumentSigningContext();
 
   const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
 
@@ -236,13 +239,13 @@ export const DocumentSigningSignatureField = ({
       type="Signature"
     >
       {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
+        <div className="absolute inset-0 flex items-center justify-center rounded-md bg-background">
+          <Loader className="h-5 w-5 animate-spin text-primary md:h-8 md:w-8" />
         </div>
       )}
 
       {state === 'empty' && (
-        <p className="group-hover:text-primary font-signature text-muted-foreground group-hover:text-recipient-green text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200">
+        <p className="font-signature text-[clamp(0.575rem,25cqw,1.2rem)] text-xl text-muted-foreground duration-200 group-hover:text-primary group-hover:text-recipient-green">
           <Trans>Signature</Trans>
         </p>
       )}
@@ -259,7 +262,7 @@ export const DocumentSigningSignatureField = ({
         <div ref={containerRef} className="flex h-full w-full items-center justify-center p-2">
           <p
             ref={signatureRef}
-            className="font-signature text-muted-foreground w-full overflow-hidden break-all text-center leading-tight duration-200"
+            className="w-full overflow-hidden break-all text-center font-signature leading-tight text-muted-foreground duration-200"
             style={{ fontSize: `${fontSize}rem` }}
           >
             {signature?.typedSignature}
@@ -272,12 +275,13 @@ export const DocumentSigningSignatureField = ({
           <DialogTitle>
             <Trans>
               Sign as {recipient.name}{' '}
-              <div className="text-muted-foreground h-5">({recipient.email})</div>
+              <div className="h-5 text-muted-foreground">({recipient.email})</div>
             </Trans>
           </DialogTitle>
 
           <SignaturePad
             className="mt-2"
+            fullName={fullName}
             value={localSignature ?? ''}
             onChange={({ value }) => setLocalSignature(value)}
             typedSignatureEnabled={typedSignatureEnabled}

apps/remix/app/components/general/document/document-upload-button-legacy.tsx

@@ -14,9 +14,10 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { DocumentUploadButton as DocumentUploadButtonPrimitive } from '@documenso/ui/primitives/document-upload-button';
 import {
@@ -31,9 +32,13 @@ import { useCurrentTeam } from '~/providers/team';
 
 export type DocumentUploadButtonLegacyProps = {
   className?: string;
+  type: EnvelopeType;
 };
 
-export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLegacyProps) => {
+export const DocumentUploadButtonLegacy = ({
+  className,
+  type,
+}: DocumentUploadButtonLegacyProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
@@ -54,8 +59,18 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
   const [isLoading, setIsLoading] = useState(false);
 
   const { mutateAsync: createDocument } = trpc.document.create.useMutation();
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
 
   const disabledMessage = useMemo(() => {
+    if (!user.emailVerified) {
+      return msg`Verify your email to upload documents.`;
+    }
+
+    // No errors for templates.
+    if (type === EnvelopeType.TEMPLATE) {
+      return;
+    }
+
     if (organisation.subscription && remaining.documents === 0) {
       return msg`Document upload disabled due to unpaid invoices`;
     }
@@ -64,11 +79,8 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
       return msg`You have reached your document limit.`;
     }
 
-    if (!user.emailVerified) {
-      return msg`Verify your email to upload documents.`;
-    }
     // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [remaining.documents, user.emailVerified, team]);
+  }, [remaining.documents, user.emailVerified, team, type]);
 
   const onFileDrop = async (file: File) => {
     try {
@@ -80,44 +92,62 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
         meta: {
           timezone: userTimezone,
         },
-      } satisfies TCreateDocumentPayloadSchema;
+      } satisfies TCreateDocumentPayloadSchema | TCreateTemplatePayloadSchema;
 
       const formData = new FormData();
 
       formData.append('payload', JSON.stringify(payload));
       formData.append('file', file);
 
-      const { envelopeId: id } = await createDocument(formData);
+      // Handle legacy document creation.
+      if (type === EnvelopeType.DOCUMENT) {
+        const { envelopeId: id } = await createDocument(formData);
 
-      void refreshLimits();
+        void refreshLimits();
 
-      await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
+        await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
 
-      toast({
-        title: _(msg`Document uploaded`),
-        description: _(msg`Your document has been uploaded successfully.`),
-        duration: 5000,
-      });
+        toast({
+          title: _(msg`Document uploaded`),
+          description: _(msg`Your document has been uploaded successfully.`),
+          duration: 5000,
+        });
 
-      analytics.capture('App: Document Uploaded', {
-        userId: user.id,
-        documentId: id,
-        timestamp: new Date().toISOString(),
-      });
+        analytics.capture('App: Document Uploaded', {
+          userId: user.id,
+          documentId: id,
+          timestamp: new Date().toISOString(),
+        });
+      }
+
+      // Handle legacy template creation.
+      if (type === EnvelopeType.TEMPLATE) {
+        const { envelopeId: id } = await createTemplate(formData);
+
+        await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
+
+        toast({
+          title: _(msg`Template document uploaded`),
+          description: _(
+            msg`Your document has been uploaded successfully. You will be redirected to the template page.`,
+          ),
+          duration: 5000,
+        });
+      }
     } catch (err) {
       const error = AppError.parseError(err);
 
       console.error(err);
 
       const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
+        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs.`)
         .with(
           AppErrorCode.LIMIT_EXCEEDED,
           () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
         )
         .with(
           'ENVELOPE_ITEM_LIMIT_EXCEEDED',
-          () => msg`You have reached the limit of the number of files per envelope`,
+          () => msg`You have reached the limit of the number of files per envelope.`,
         )
         .otherwise(() => msg`An error occurred while uploading your document.`);
 
@@ -149,17 +179,18 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
             <div>
               <DocumentUploadButtonPrimitive
                 loading={isLoading}
-                disabled={remaining.documents === 0 || !user.emailVerified}
+                disabled={disabledMessage !== undefined}
                 disabledMessage={disabledMessage}
                 onDrop={async (files) => onFileDrop(files[0])}
                 onDropRejected={onFileDropRejected}
-                type={EnvelopeType.DOCUMENT}
+                type={type}
                 internalVersion="1"
               />
             </div>
           </TooltipTrigger>
 
           {team?.id === undefined &&
+            type === EnvelopeType.DOCUMENT &&
             remaining.documents > 0 &&
             Number.isFinite(remaining.documents) && (
               <TooltipContent>

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

@@ -6,7 +6,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
 import { FileTextIcon, SparklesIcon } from 'lucide-react';
-import { Link, useSearchParams } from 'react-router';
+import { Link, useRevalidator, useSearchParams } from 'react-router';
 import { isDeepEqual } from 'remeda';
 import { match } from 'ts-pattern';
 
@@ -34,6 +34,7 @@ import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/al
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
 
+import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
 import { AiFieldDetectionDialog } from '~/components/dialogs/ai-field-detection-dialog';
 import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
 import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
@@ -81,6 +82,8 @@ export const EnvelopeEditorFieldsPage = () => {
   const { _ } = useLingui();
 
   const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
+  const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
+  const { revalidate } = useRevalidator();
 
   const selectedField = useMemo(
     () => structuredClone(editorFields.selectedField),
@@ -135,6 +138,22 @@ export const EnvelopeEditorFieldsPage = () => {
     editorFields.setSelectedRecipient(firstSelectableRecipient?.id ?? null);
   }, []);
 
+  const onDetectClick = () => {
+    if (!team.preferences.aiFeaturesEnabled) {
+      setIsAiEnableDialogOpen(true);
+      return;
+    }
+
+    setIsAiFieldDialogOpen(true);
+  };
+
+  const onAiFeaturesEnabled = () => {
+    void revalidate().then(() => {
+      setIsAiEnableDialogOpen(false);
+      setIsAiFieldDialogOpen(true);
+    });
+  };
+
   return (
     <div className="relative flex h-full">
       <div className="flex w-full flex-col overflow-y-auto">
@@ -230,34 +249,36 @@ export const EnvelopeEditorFieldsPage = () => {
               selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
             />
 
-            {team.preferences.aiFeaturesEnabled && (
-              <>
-                <Button
-                  type="button"
-                  variant="outline"
-                  size="sm"
-                  className="mt-4 w-full"
-                  onClick={() => setIsAiFieldDialogOpen(true)}
-                  disabled={envelope.status !== DocumentStatus.DRAFT}
-                  title={
-                    envelope.status !== DocumentStatus.DRAFT
-                      ? _(msg`You can only detect fields in draft envelopes`)
-                      : undefined
-                  }
-                >
-                  <SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
-                  <Trans>Detect with AI</Trans>
-                </Button>
+            <Button
+              type="button"
+              variant="outline"
+              size="sm"
+              className="mt-4 w-full"
+              onClick={onDetectClick}
+              disabled={envelope.status !== DocumentStatus.DRAFT}
+              title={
+                envelope.status !== DocumentStatus.DRAFT
+                  ? _(msg`You can only detect fields in draft envelopes`)
+                  : undefined
+              }
+            >
+              <SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
+              <Trans>Detect with AI</Trans>
+            </Button>
 
-                <AiFieldDetectionDialog
-                  open={isAiFieldDialogOpen}
-                  onOpenChange={setIsAiFieldDialogOpen}
-                  onComplete={onFieldDetectionComplete}
-                  envelopeId={envelope.id}
-                  teamId={envelope.teamId}
-                />
-              </>
-            )}
+            <AiFieldDetectionDialog
+              open={isAiFieldDialogOpen}
+              onOpenChange={setIsAiFieldDialogOpen}
+              onComplete={onFieldDetectionComplete}
+              envelopeId={envelope.id}
+              teamId={envelope.teamId}
+            />
+
+            <AiFeaturesEnableDialog
+              open={isAiEnableDialogOpen}
+              onOpenChange={setIsAiEnableDialogOpen}
+              onEnabled={onAiFeaturesEnabled}
+            />
           </section>
 
           {/* Field details section. */}

apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx

@@ -8,13 +8,13 @@ import {
   type SensorAPI,
 } from '@hello-pangea/dnd';
 import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
+import { plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
 import { motion } from 'framer-motion';
 import { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
 import { useFieldArray, useForm, useWatch } from 'react-hook-form';
-import { useSearchParams } from 'react-router';
+import { useRevalidator, useSearchParams } from 'react-router';
 import { isDeepEqual, prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
@@ -28,6 +28,7 @@ import {
   ZRecipientActionAuthTypesSchema,
   ZRecipientAuthOptionsSchema,
 } from '@documenso/lib/types/document-auth';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { nanoid } from '@documenso/lib/universal/id';
 import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
@@ -62,6 +63,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
 import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
 import { useCurrentTeam } from '~/providers/team';
 
@@ -70,10 +72,7 @@ const ZEnvelopeRecipientsForm = z.object({
     z.object({
       formId: z.string().min(1),
       id: z.number().optional(),
-      email: z
-        .string()
-        .email({ message: msg`Invalid email`.id })
-        .min(1),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),
@@ -99,11 +98,19 @@ export const EnvelopeEditorRecipientForm = () => {
 
   const [searchParams, setSearchParams] = useSearchParams();
   const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
+  const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
 
   // AI recipient detection dialog state
   const [isAiDialogOpen, setIsAiDialogOpen] = useState(() => searchParams.get('ai') === 'true');
+  const { revalidate } = useRevalidator();
 
   const onAiDialogOpenChange = (open: boolean) => {
+    if (open && !team.preferences.aiFeaturesEnabled) {
+      setIsAiEnableDialogOpen(true);
+      setIsAiDialogOpen(false);
+      return;
+    }
+
     setIsAiDialogOpen(open);
 
     if (!open && searchParams.get('ai') === 'true') {
@@ -120,6 +127,22 @@ export const EnvelopeEditorRecipientForm = () => {
     }
   };
 
+  const onDetectRecipientsClick = () => {
+    if (!team.preferences.aiFeaturesEnabled) {
+      setIsAiEnableDialogOpen(true);
+      return;
+    }
+
+    setIsAiDialogOpen(true);
+  };
+
+  const onAiFeaturesEnabled = () => {
+    void revalidate().then(() => {
+      setIsAiEnableDialogOpen(false);
+      setIsAiDialogOpen(true);
+    });
+  };
+
   const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
 
   const initialId = useId();
@@ -228,12 +251,13 @@ export const EnvelopeEditorRecipientForm = () => {
     keyName: 'nativeId',
   });
 
-  const emptySigners = useCallback(
-    () => form.getValues('signers').filter((signer) => signer.email === ''),
-    [form],
+  const emptySignerIndex = watchedSigners.findIndex(
+    (signer) =>
+      !signer.name &&
+      !signer.email &&
+      envelope.fields.filter((field) => field.recipientId === signer.id).length === 0,
   );
 
-  const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
   const isUserAlreadyARecipient = watchedSigners.some(
     (signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
   );
@@ -331,8 +355,14 @@ export const EnvelopeEditorRecipientForm = () => {
     });
 
     toast({
-      title: t`Recipients added`,
-      description: t`${detectedRecipients.length} recipient(s) have been added from AI detection.`,
+      title: plural(detectedRecipients.length, {
+        one: `Recipient added`,
+        other: `Recipients added`,
+      }),
+      description: plural(detectedRecipients.length, {
+        one: `# recipient have been added from AI detection.`,
+        other: `# recipients have been added from AI detection.`,
+      }),
     });
   };
 
@@ -558,21 +588,7 @@ export const EnvelopeEditorRecipientForm = () => {
       return;
     }
 
-    const formValueSigners = formValues.signers || [];
-
-    // Remove the last signer if it's empty.
-    const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
-      if (i === formValueSigners.length - 1 && signer.email === '') {
-        return false;
-      }
-
-      return true;
-    });
-
-    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
-      ...formValues,
-      signers: nonEmptyRecipients,
-    });
+    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
 
     if (!validatedFormValues.success) {
       return;
@@ -641,25 +657,27 @@ export const EnvelopeEditorRecipientForm = () => {
         </div>
 
         <div className="flex flex-row items-center space-x-2">
-          {team.preferences.aiFeaturesEnabled && (
-            <Tooltip>
-              <TooltipTrigger asChild>
-                <Button
-                  variant="outline"
-                  type="button"
-                  size="sm"
-                  disabled={isSubmitting}
-                  onClick={() => setIsAiDialogOpen(true)}
-                >
-                  <SparklesIcon className="h-4 w-4" />
-                </Button>
-              </TooltipTrigger>
+          <Tooltip>
+            <TooltipTrigger asChild>
+              <Button
+                variant="outline"
+                type="button"
+                size="sm"
+                disabled={isSubmitting}
+                onClick={onDetectRecipientsClick}
+              >
+                <SparklesIcon className="h-4 w-4" />
+              </Button>
+            </TooltipTrigger>
 
-              <TooltipContent>
+            <TooltipContent>
+              {team.preferences.aiFeaturesEnabled ? (
                 <Trans>Detect recipients with AI</Trans>
-              </TooltipContent>
-            </Tooltip>
-          )}
+              ) : (
+                <Trans>Enable AI detection</Trans>
+              )}
+            </TooltipContent>
+          </Tooltip>
 
           <Button
             variant="outline"
@@ -736,9 +754,7 @@ export const EnvelopeEditorRecipientForm = () => {
                             });
                           }
                         }}
-                        disabled={
-                          isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
-                        }
+                        disabled={isSubmitting || hasDocumentBeenSent}
                       />
                     </FormControl>
 
@@ -924,7 +940,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                       })}
                                     >
                                       {!showAdvancedSettings && index === 0 && (
-                                        <FormLabel required>
+                                        <FormLabel>
                                           <Trans>Email</Trans>
                                         </FormLabel>
                                       )}
@@ -978,7 +994,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                       <FormControl>
                                         <RecipientAutoCompleteInput
                                           type="text"
-                                          placeholder={t`Name`}
+                                          placeholder={t`Recipient ${index + 1}`}
                                           {...field}
                                           disabled={
                                             snapshot.isDragging ||
@@ -1118,6 +1134,12 @@ export const EnvelopeEditorRecipientForm = () => {
           envelopeId={envelope.id}
           teamId={envelope.teamId}
         />
+
+        <AiFeaturesEnableDialog
+          open={isAiEnableDialogOpen}
+          onOpenChange={setIsAiEnableDialogOpen}
+          onEnabled={onAiFeaturesEnabled}
+        />
       </CardContent>
     </Card>
   );

apps/remix/app/components/general/envelope-editor/envelope-editor-settings-dialog.tsx

@@ -687,8 +687,10 @@ export const EnvelopeEditorSettingsDialog = ({
                         render={({ field }) => (
                           <FormItem>
                             <FormLabel>
-                              <Trans>Reply To Email</Trans>{' '}
-                              <span className="text-muted-foreground">(Optional)</span>
+                              <Trans>
+                                Reply To Email{' '}
+                                <span className="text-muted-foreground">(Optional)</span>
+                              </Trans>
                             </FormLabel>
 
                             <FormControl>
@@ -726,8 +728,9 @@ export const EnvelopeEditorSettingsDialog = ({
                         render={({ field }) => (
                           <FormItem>
                             <FormLabel className="flex flex-row items-center">
-                              <Trans>Message</Trans>{' '}
-                              <span className="text-muted-foreground">(Optional)</span>
+                              <Trans>
+                                Message <span className="text-muted-foreground">(Optional)</span>
+                              </Trans>
                               <Tooltip>
                                 <TooltipTrigger>
                                   <InfoIcon className="mx-2 h-4 w-4" />

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

@@ -175,7 +175,7 @@ export default function EnvelopeEditor() {
               <motion.div
                 layout="size"
                 layoutId="document-flow-container-step"
-                className="absolute inset-y-0 left-0 bg-documenso"
+                className="absolute inset-y-0 left-0 bg-primary"
                 style={{
                   width: `${(100 / envelopeEditorSteps.length) * (currentStepData.order ?? 0)}%`,
                 }}

apps/remix/app/components/general/envelope-editor/envelope-recipient-selector.tsx

@@ -1,5 +1,7 @@
 import { useCallback, useState } from 'react';
 
+import type { I18n } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
@@ -39,8 +41,15 @@ export const EnvelopeRecipientSelector = ({
   fields,
   align = 'start',
 }: EnvelopeRecipientSelectorProps) => {
+  const { i18n } = useLingui();
+
   const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
 
+  const getRecipientLabel = useCallback(
+    (recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
+    [recipients],
+  );
+
   return (
     <Popover open={showRecipientsSelector} onOpenChange={setShowRecipientsSelector}>
       <PopoverTrigger asChild>
@@ -49,7 +58,7 @@ export const EnvelopeRecipientSelector = ({
           variant="outline"
           role="combobox"
           className={cn(
-            'bg-background text-muted-foreground hover:text-foreground justify-between font-normal',
+            'justify-between bg-background font-normal text-muted-foreground hover:text-foreground',
             getRecipientColorStyles(
               Math.max(
                 recipients.findIndex((r) => r.id === selectedRecipient?.id),
@@ -59,16 +68,12 @@ export const EnvelopeRecipientSelector = ({
             className,
           )}
         >
-          {selectedRecipient?.email && (
+          {selectedRecipient && (
             <span className="flex-1 truncate text-left">
-              {selectedRecipient?.name} ({selectedRecipient?.email})
+              {getRecipientLabel(selectedRecipient)}
             </span>
           )}
 
-          {!selectedRecipient?.email && (
-            <span className="flex-1 truncate text-left">{selectedRecipient?.email}</span>
-          )}
-
           <ChevronsUpDown className="ml-2 h-4 w-4" />
         </Button>
       </PopoverTrigger>
@@ -105,7 +110,7 @@ export const EnvelopeRecipientSelectorCommand = ({
   fields,
   placeholder,
 }: EnvelopeRecipientSelectorCommandProps) => {
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
 
   const recipientsByRole = useCallback(() => {
     const recipientsByRole: Record<RecipientRole, Recipient[]> = {
@@ -154,6 +159,11 @@ export const EnvelopeRecipientSelectorCommand = ({
     [fields, recipients],
   );
 
+  const getRecipientLabel = useCallback(
+    (recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
+    [recipients],
+  );
+
   return (
     <Command
       value={selectedRecipient ? selectedRecipient.id.toString() : undefined}
@@ -162,21 +172,21 @@ export const EnvelopeRecipientSelectorCommand = ({
       <CommandInput placeholder={placeholder} />
 
       <CommandEmpty>
-        <span className="text-muted-foreground inline-block px-4">
+        <span className="inline-block px-4 text-muted-foreground">
           <Trans>No recipient matching this description was found.</Trans>
         </span>
       </CommandEmpty>
 
       {recipientsByRoleToDisplay().map(([role, roleRecipients], roleIndex) => (
         <CommandGroup key={roleIndex}>
-          <div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
+          <div className="mb-1 ml-2 mt-2 text-xs font-medium text-muted-foreground">
             {t(RECIPIENT_ROLES_DESCRIPTION[role].roleNamePlural)}
           </div>
 
           {roleRecipients.length === 0 && (
             <div
               key={`${role}-empty`}
-              className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
+              className="px-4 pb-4 pt-2.5 text-center text-xs text-muted-foreground/80"
             >
               <Trans>No recipients with this role</Trans>
             </div>
@@ -205,18 +215,12 @@ export const EnvelopeRecipientSelectorCommand = ({
               }}
             >
               <span
-                className={cn('text-foreground/70 truncate', {
+                className={cn('truncate text-foreground/70', {
                   'text-foreground/80': recipient.id === selectedRecipient?.id,
                   'opacity-50': isRecipientDisabled(recipient.id),
                 })}
               >
-                {recipient.name && (
-                  <span title={`${recipient.name} (${recipient.email})`}>
-                    {recipient.name} ({recipient.email})
-                  </span>
-                )}
-
-                {!recipient.name && <span title={recipient.email}>{recipient.email}</span>}
+                {getRecipientLabel(recipient)}
               </span>
 
               <div className="ml-auto flex items-center justify-center">
@@ -234,7 +238,7 @@ export const EnvelopeRecipientSelectorCommand = ({
                       <Info className="z-50 ml-2 h-4 w-4" />
                     </TooltipTrigger>
 
-                    <TooltipContent className="text-muted-foreground max-w-xs">
+                    <TooltipContent className="max-w-xs text-muted-foreground">
                       <Trans>
                         This document has already been sent to this recipient. You can no longer
                         edit this recipient.
@@ -250,3 +254,22 @@ export const EnvelopeRecipientSelectorCommand = ({
     </Command>
   );
 };
+
+const extractRecipientLabel = (recipient: Recipient, recipients: Recipient[], i18n: I18n) => {
+  if (recipient.name && recipient.email) {
+    return `${recipient.name} (${recipient.email})`;
+  }
+
+  if (recipient.name) {
+    return recipient.name;
+  }
+
+  if (recipient.email) {
+    return recipient.email;
+  }
+
+  // Since objects are basically pointers we can use `indexOf` rather than `findIndex`
+  const index = recipients.indexOf(recipient);
+
+  return i18n._(msg`Recipient ${index + 1}`);
+};

apps/remix/app/components/general/envelope-signing/envelope-signer-form.tsx

@@ -41,7 +41,7 @@ export default function EnvelopeSignerForm() {
 
   if (recipient.role === RecipientRole.ASSISTANT) {
     return (
-      <fieldset className="embed--DocumentWidgetForm dark:bg-background border-border rounded-2xl sm:border sm:p-3">
+      <fieldset className="embed--DocumentWidgetForm rounded-2xl border-border sm:border sm:p-3 dark:bg-background">
         <RadioGroup
           className="gap-0 space-y-2 shadow-none sm:space-y-3"
           value={selectedAssistantRecipient?.id?.toString()}
@@ -54,7 +54,7 @@ export default function EnvelopeSignerForm() {
             .map((r) => (
               <div
                 key={r.id}
-                className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
+                className="relative flex flex-col gap-4 rounded-lg border border-border bg-widget p-4"
               >
                 <div className="flex items-center justify-between">
                   <div className="flex items-center gap-3">
@@ -69,15 +69,15 @@ export default function EnvelopeSignerForm() {
                         {r.name}
 
                         {r.id === recipient.id && (
-                          <span className="text-muted-foreground ml-2">
+                          <span className="ml-2 text-muted-foreground">
                             <Trans>(You)</Trans>
                           </span>
                         )}
                       </Label>
-                      <p className="text-muted-foreground text-xs">{r.email}</p>
+                      <p className="text-xs text-muted-foreground">{r.email}</p>
                     </div>
                   </div>
-                  <div className="text-muted-foreground text-xs leading-[inherit]">
+                  <div className="text-xs leading-[inherit] text-muted-foreground">
                     <Plural
                       value={assistantFields.filter((field) => field.recipientId === r.id).length}
                       one="# field"
@@ -103,7 +103,7 @@ export default function EnvelopeSignerForm() {
           <Input
             type="text"
             id="full-name"
-            className="bg-background mt-2"
+            className="mt-2 bg-background"
             value={fullName}
             disabled={isNameLocked}
             onChange={(e) => !isNameLocked && setFullName(e.target.value.trimStart())}
@@ -119,6 +119,7 @@ export default function EnvelopeSignerForm() {
             <SignaturePadDialog
               className="mt-2"
               disabled={isSubmitting}
+              fullName={fullName}
               value={signature ?? ''}
               onChange={(v) => setSignature(v ?? '')}
               typedSignatureEnabled={envelope.documentMeta.typedSignatureEnabled}

apps/remix/app/components/general/envelope-signing/envelope-signer-page-renderer.tsx

@@ -374,6 +374,7 @@ export default function EnvelopeSignerPageRenderer() {
         .with({ type: FieldType.SIGNATURE }, (field) => {
           handleSignatureFieldClick({
             field,
+            fullName,
             signature,
             typedSignatureEnabled: envelope.documentMeta.typedSignatureEnabled,
             uploadSignatureEnabled: envelope.documentMeta.uploadSignatureEnabled,

apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx

@@ -80,12 +80,14 @@ export const EnvelopeSignerCompleteDialog = () => {
   const handleOnCompleteClick = async (
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
+    recipientDetails?: { name: string; email: string },
   ) => {
     try {
       await completeDocument({
         token: recipient.token,
         documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
         accessAuthOptions,
+        recipientOverride: recipientDetails,
         ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
       });
 
@@ -205,21 +207,30 @@ export const EnvelopeSignerCompleteDialog = () => {
     }
   };
 
-  const directTemplatePayload = useMemo(() => {
+  const recipientPayload = useMemo(() => {
     if (!isDirectTemplate) {
-      return;
+      return {
+        name:
+          recipient.name ||
+          recipient.fields.find((field) => field.type === FieldType.NAME)?.customText ||
+          '',
+        email:
+          recipient.email ||
+          recipient.fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
+          '',
+      };
     }
 
     return {
       name: fullName,
       email: email,
     };
-  }, [email, fullName, isDirectTemplate]);
+  }, [email, fullName, isDirectTemplate, recipient.email, recipient.name, recipient.fields]);
 
   return (
     <DocumentSigningCompleteDialog
       isSubmitting={isPending}
-      directTemplatePayload={directTemplatePayload}
+      recipientPayload={recipientPayload}
       onSignatureComplete={
         isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick
       }
@@ -230,6 +241,7 @@ export const EnvelopeSignerCompleteDialog = () => {
       allowDictateNextSigner={Boolean(
         nextRecipient && envelope.documentMeta.allowDictateNextSigner,
       )}
+      disableNameInput={!isDirectTemplate && recipient.name !== ''}
       defaultNextSigner={
         nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
       }

apps/remix/app/components/general/envelope/envelope-drop-zone-wrapper.tsx

@@ -123,14 +123,14 @@ export const EnvelopeDropZoneWrapper = ({
       const error = AppError.parseError(err);
 
       const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
+        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs.`)
         .with(
           AppErrorCode.LIMIT_EXCEEDED,
           () => t`You have reached your document limit for this month. Please upgrade your plan.`,
         )
         .with(
           'ENVELOPE_ITEM_LIMIT_EXCEEDED',
-          () => t`You have reached the limit of the number of files per envelope`,
+          () => t`You have reached the limit of the number of files per envelope.`,
         )
         .otherwise(() => t`An error occurred during upload.`);
 

apps/remix/app/components/general/envelope/envelope-upload-button.tsx

@@ -126,14 +126,14 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
       console.error(err);
 
       const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
+        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs.`)
         .with(
           AppErrorCode.LIMIT_EXCEEDED,
           () => t`You have reached your document limit for this month. Please upgrade your plan.`,
         )
         .with(
           'ENVELOPE_ITEM_LIMIT_EXCEEDED',
-          () => t`You have reached the limit of the number of files per envelope`,
+          () => t`You have reached the limit of the number of files per envelope.`,
         )
         .otherwise(() => t`An error occurred while uploading your document.`);
 

apps/remix/app/components/general/folder/folder-grid.tsx

@@ -15,7 +15,6 @@ import { FolderCreateDialog } from '~/components/dialogs/folder-create-dialog';
 import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
 import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
 import { FolderUpdateDialog } from '~/components/dialogs/folder-update-dialog';
-import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
 import { DocumentUploadButtonLegacy } from '~/components/general/document/document-upload-button-legacy';
 import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
 import { useCurrentTeam } from '~/providers/team';
@@ -70,7 +69,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
     <div>
       <div className="mb-4 flex flex-col gap-4 md:flex-row md:items-end md:justify-between">
         <div
-          className="text-muted-foreground hover:text-muted-foreground/80 flex flex-1 items-center text-sm font-medium"
+          className="flex flex-1 items-center text-sm font-medium text-muted-foreground hover:text-muted-foreground/80"
           data-testid="folder-grid-breadcrumbs"
         >
           <Link to={formatRootPath()} className="flex items-center">
@@ -100,10 +99,9 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
         <div className="flex gap-4 sm:flex-row sm:justify-end">
           <EnvelopeUploadButton type={type} folderId={parentId || undefined} />
 
-          {type === FolderType.DOCUMENT ? (
-            <DocumentUploadButtonLegacy /> // If you delete this, delete the component as well.
-          ) : (
-            <TemplateCreateDialog folderId={parentId ?? undefined} /> // If you delete this, delete the component as well.
+          {/* If you delete this, delete the component as well. */}
+          {organisation.organisationClaim.flags.allowLegacyEnvelopes && (
+            <DocumentUploadButtonLegacy type={type} />
           )}
 
           <FolderCreateDialog type={type} />
@@ -113,7 +111,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
       {isPending ? (
         <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
           {Array.from({ length: 4 }).map((_, index) => (
-            <div key={index} className="border-border bg-card h-full rounded-lg border px-4 py-5">
+            <div key={index} className="h-full rounded-lg border border-border bg-card px-4 py-5">
               <div className="flex items-center gap-3">
                 <Skeleton className="h-8 w-8 rounded" />
                 <div className="flex w-full items-center justify-between">
@@ -194,7 +192,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
             {foldersData.folders.length > 12 && (
               <div className="mt-2 flex items-center justify-center">
                 <Link
-                  className="text-muted-foreground hover:text-foreground text-sm font-medium"
+                  className="text-sm font-medium text-muted-foreground hover:text-foreground"
                   to={formatViewAllFoldersPath()}
                 >
                   View all folders

apps/remix/app/components/general/stack-avatars-with-tooltip.tsx

@@ -83,8 +83,8 @@ export const StackAvatarsWithTooltip = ({
                 fallbackText={recipientAbbreviation(recipient)}
               />
               <div>
-                <p className="text-muted-foreground text-sm">{recipient.email}</p>
-                <p className="text-muted-foreground/70 text-xs">
+                <p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
+                <p className="text-xs text-muted-foreground/70">
                   {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
                 </p>
               </div>
@@ -107,8 +107,8 @@ export const StackAvatarsWithTooltip = ({
                 fallbackText={recipientAbbreviation(recipient)}
               />
               <div>
-                <p className="text-muted-foreground text-sm">{recipient.email}</p>
-                <p className="text-muted-foreground/70 text-xs">
+                <p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
+                <p className="text-xs text-muted-foreground/70">
                   {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
                 </p>
               </div>

apps/remix/app/components/tables/admin-dashboard-users-table.tsx

@@ -2,6 +2,7 @@ import { useEffect, useMemo, useState, useTransition } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import type { Role, Subscription } from '@prisma/client';
 import { Edit, Loader } from 'lucide-react';
 import { Link } from 'react-router';
@@ -82,7 +83,7 @@ export const AdminDashboardUsersTable = ({
             <Button className="w-24" asChild>
               <Link to={`/admin/users/${row.original.id}`}>
                 <Edit className="-ml-1 mr-2 h-4 w-4" />
-                Edit
+                <Trans>Edit</Trans>
               </Link>
             </Button>
           );

apps/remix/app/components/tables/organisation-groups-table.tsx

@@ -82,7 +82,9 @@ export const OrganisationGroupsDataTable = () => {
         cell: ({ row }) => (
           <div className="flex justify-end space-x-2">
             <Button asChild variant="outline">
-              <Link to={`/o/${organisation.url}/settings/groups/${row.original.id}`}>Manage</Link>
+              <Link to={`/o/${organisation.url}/settings/groups/${row.original.id}`}>
+                <Trans>Manage</Trans>
+              </Link>
             </Button>
 
             <OrganisationGroupDeleteDialog

apps/remix/app/entry.client.tsx

@@ -10,6 +10,8 @@ import { HydratedRouter } from 'react-router/dom';
 import { extractPostHogConfig } from '@documenso/lib/constants/feature-flags';
 import { dynamicActivate } from '@documenso/lib/utils/i18n';
 
+import './utils/polyfills/promise-with-resolvers';
+
 function PosthogInit() {
   const postHogConfig = extractPostHogConfig();
 

apps/remix/app/root.tsx

@@ -46,12 +46,16 @@ export async function loader({ request }: Route.LoaderArgs) {
 
   const { getTheme } = await themeSessionResolver(request);
 
-  let lang: SupportedLanguageCodes = await langCookie.parse(request.headers.get('cookie') ?? '');
+  const cookieHeader = request.headers.get('cookie') ?? '';
+
+  let lang: SupportedLanguageCodes = await langCookie.parse(cookieHeader);
 
   if (!APP_I18N_OPTIONS.supportedLangs.includes(lang)) {
     lang = extractLocaleData({ headers: request.headers }).lang;
   }
 
+  const disableAnimations = cookieHeader.includes('__disable_animations=true');
+
   let organisations = null;
 
   if (session.isAuthenticated) {
@@ -62,6 +66,7 @@ export async function loader({ request }: Route.LoaderArgs) {
     {
       lang,
       theme: getTheme(),
+      disableAnimations,
       session: session.isAuthenticated
         ? {
             user: session.user,
@@ -92,7 +97,8 @@ export function Layout({ children }: { children: React.ReactNode }) {
 }
 
 export function LayoutContent({ children }: { children: React.ReactNode }) {
-  const { publicEnv, session, lang, ...data } = useLoaderData<typeof loader>() || {};
+  const { publicEnv, session, lang, disableAnimations, ...data } =
+    useLoaderData<typeof loader>() || {};
 
   const [theme] = useTheme();
 
@@ -111,6 +117,14 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
         <meta name="google" content="notranslate" />
         <PreventFlashOnWrongTheme ssrTheme={Boolean(data.theme)} />
 
+        {disableAnimations && (
+          <style
+            dangerouslySetInnerHTML={{
+              __html: `*, *::before, *::after { animation: none !important; transition: none !important; }`,
+            }}
+          />
+        )}
+
         {/* Fix: https://stackoverflow.com/questions/21147149/flash-of-unstyled-content-fouc-in-firefox-only-is-ff-slow-renderer */}
         <script>0</script>
       </head>

apps/remix/app/routes/_authenticated+/admin+/documents.$id.tsx

@@ -1,7 +1,7 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { EnvelopeType, SigningStatus } from '@prisma/client';
+import { EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { Link, redirect } from 'react-router';
 
@@ -86,7 +86,7 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
         )}
       </div>
 
-      <div className="text-muted-foreground mt-4 text-sm">
+      <div className="mt-4 text-sm text-muted-foreground">
         <div>
           <Trans>Created on</Trans>: {i18n.date(envelope.createdAt, DateTime.DATETIME_MED)}
         </div>
@@ -112,7 +112,8 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
                 disabled={envelope.recipients.some(
                   (recipient) =>
                     recipient.signingStatus !== SigningStatus.SIGNED &&
-                    recipient.signingStatus !== SigningStatus.REJECTED,
+                    recipient.signingStatus !== SigningStatus.REJECTED &&
+                    recipient.role !== RecipientRole.CC,
                 )}
                 onClick={() => resealDocument({ id: envelope.id })}
               >

apps/remix/app/routes/_authenticated+/o.$orgUrl._index.tsx

@@ -120,7 +120,9 @@ export default function OrganisationSettingsTeamsPage() {
         </div>
 
         <Button asChild>
-          <Link to={`/o/${organisation.url}/settings`}>Manage Organisation</Link>
+          <Link to={`/o/${organisation.url}/settings`}>
+            <Trans>Manage Organisation</Trans>
+          </Link>
         </Button>
       </div>
 
@@ -178,7 +180,9 @@ const TeamDropdownMenu = ({ team }: { team: TGetOrganisationSessionResponse[0]['
       <DropdownMenuTrigger asChild>
         <Button variant="ghost" size="sm" className="h-8 w-8 p-0">
           <MoreVerticalIcon className="h-4 w-4" />
-          <span className="sr-only">Open menu</span>
+          <span className="sr-only">
+            <Trans>Open menu</Trans>
+          </span>
         </Button>
       </DropdownMenuTrigger>
       <DropdownMenuContent align="end" onClick={(e) => e.stopPropagation()}>

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.branding.tsx

@@ -87,9 +87,9 @@ export default function OrganisationSettingsBrandingPage() {
   const settingsHeaderText = t`Branding Preferences`;
 
   const settingsHeaderSubtitle = isPersonalLayoutMode
-    ? t`Here you can set your general branding preferences`
+    ? t`Here you can set your general branding preferences.`
     : team
-      ? t`Here you can set branding preferences for your team`
+      ? t`Here you can set branding preferences for your team.`
       : t`Here you can set branding preferences for your organisation. Teams will inherit these settings by default.`;
 
   return (

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx

@@ -112,7 +112,7 @@ export default function OrganisationSettingsDocumentPage() {
 
   const settingsHeaderText = t`Document Preferences`;
   const settingsHeaderSubtitle = isPersonalLayoutMode
-    ? t`Here you can set your general document preferences`
+    ? t`Here you can set your general document preferences.`
     : t`Here you can set document preferences for your organisation. Teams will inherit these settings by default.`;
 
   return (

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email.tsx

@@ -65,7 +65,7 @@ export default function OrganisationSettingsGeneral() {
     <div className="max-w-2xl">
       <SettingsHeader
         title={t`Email Preferences`}
-        subtitle={t`You can manage your email preferences here`}
+        subtitle={t`You can manage your email preferences here.`}
       />
 
       <section>

apps/remix/app/routes/_authenticated+/settings+/_dynamic_personal_routes+/document.tsx

@@ -1,5 +1,5 @@
-import DocumentPage, { meta } from '../../o.$orgUrl.settings.document';
+import DocumentPage, { loader, meta } from '../../o.$orgUrl.settings.document';
 
-export { meta };
+export { meta, loader };
 
 export default DocumentPage;

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

@@ -28,8 +28,6 @@ export const loader = () => {
 export default function TeamsSettingsPage() {
   const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
 
-  console.log('isAiFeaturesConfigured', isAiFeaturesConfigured);
-
   const team = useCurrentTeam();
 
   const { t } = useLingui();

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

@@ -63,7 +63,7 @@ export default function TeamEmailSettingsGeneral() {
     <div className="max-w-2xl">
       <SettingsHeader
         title={t`Email Preferences`}
-        subtitle={t`You can manage your email preferences here`}
+        subtitle={t`You can manage your email preferences here.`}
       />
 
       <section>

apps/remix/app/routes/_internal+/[__htmltopdf]+/certificate.tsx

@@ -185,6 +185,9 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
         (log) =>
           log.type === DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT && log.data.recipientId === recipientId,
       ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT
+      ].filter((log) => log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT),
       [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED]: auditLogs[
         DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED
       ].filter(
@@ -245,11 +248,11 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                     <TableCell truncate={false} className="w-[min-content] max-w-[220px] align-top">
                       <div className="hyphens-auto break-words font-medium">{recipient.name}</div>
                       <div className="break-all">{recipient.email}</div>
-                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                      <p className="mt-2 text-sm text-muted-foreground print:text-xs">
                         {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
                       </p>
 
-                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                      <p className="mt-2 text-sm text-muted-foreground print:text-xs">
                         <span className="font-medium">{_(msg`Authentication Level`)}:</span>{' '}
                         <span className="block">{getAuthenticationLevel(recipient.id)}</span>
                       </p>
@@ -273,13 +276,13 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                             )}
 
                             {signature.signature?.typedSignature && (
-                              <p className="font-signature text-center text-sm">
+                              <p className="text-center font-signature text-sm">
                                 {signature.signature?.typedSignature}
                               </p>
                             )}
                           </div>
 
-                          <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                          <p className="mt-2 text-sm text-muted-foreground print:text-xs">
                             <span className="font-medium">{_(msg`Signature ID`)}:</span>{' '}
                             <span className="block font-mono uppercase">
                               {signature.secondaryId}
@@ -290,14 +293,14 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                         <p className="text-muted-foreground">N/A</p>
                       )}
 
-                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                      <p className="mt-2 text-sm text-muted-foreground print:text-xs">
                         <span className="font-medium">{_(msg`IP Address`)}:</span>{' '}
                         <span className="inline-block">
                           {logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.ipAddress ?? _(msg`Unknown`)}
                         </span>
                       </p>
 
-                      <p className="text-muted-foreground mt-1 text-sm print:text-xs">
+                      <p className="mt-1 text-sm text-muted-foreground print:text-xs">
                         <span className="font-medium">{_(msg`Device`)}:</span>{' '}
                         <span className="inline-block">
                           {getDevice(logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.userAgent)}
@@ -307,18 +310,22 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
 
                     <TableCell truncate={false} className="w-[min-content] align-top">
                       <div className="space-y-1">
-                        <p className="text-muted-foreground text-sm print:text-xs">
+                        <p className="text-sm text-muted-foreground print:text-xs">
                           <span className="font-medium">{_(msg`Sent`)}:</span>{' '}
                           <span className="inline-block">
                             {logs.EMAIL_SENT[0]
                               ? DateTime.fromJSDate(logs.EMAIL_SENT[0].createdAt)
                                   .setLocale(APP_I18N_OPTIONS.defaultLocale)
                                   .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
-                              : _(msg`Unknown`)}
+                              : logs.DOCUMENT_SENT[0]
+                                ? DateTime.fromJSDate(logs.DOCUMENT_SENT[0].createdAt)
+                                    .setLocale(APP_I18N_OPTIONS.defaultLocale)
+                                    .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
+                                : _(msg`Unknown`)}
                           </span>
                         </p>
 
-                        <p className="text-muted-foreground text-sm print:text-xs">
+                        <p className="text-sm text-muted-foreground print:text-xs">
                           <span className="font-medium">{_(msg`Viewed`)}:</span>{' '}
                           <span className="inline-block">
                             {logs.DOCUMENT_OPENED[0]
@@ -330,7 +337,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                         </p>
 
                         {logs.DOCUMENT_RECIPIENT_REJECTED[0] ? (
-                          <p className="text-muted-foreground text-sm print:text-xs">
+                          <p className="text-sm text-muted-foreground print:text-xs">
                             <span className="font-medium">{_(msg`Rejected`)}:</span>{' '}
                             <span className="inline-block">
                               {logs.DOCUMENT_RECIPIENT_REJECTED[0]
@@ -341,7 +348,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                             </span>
                           </p>
                         ) : (
-                          <p className="text-muted-foreground text-sm print:text-xs">
+                          <p className="text-sm text-muted-foreground print:text-xs">
                             <span className="font-medium">{_(msg`Signed`)}:</span>{' '}
                             <span className="inline-block">
                               {logs.DOCUMENT_RECIPIENT_COMPLETED[0]
@@ -355,7 +362,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                           </p>
                         )}
 
-                        <p className="text-muted-foreground text-sm print:text-xs">
+                        <p className="text-sm text-muted-foreground print:text-xs">
                           <span className="font-medium">{_(msg`Reason`)}:</span>{' '}
                           <span className="inline-block">
                             {recipient.signingStatus === SigningStatus.REJECTED

apps/remix/app/routes/_recipient+/sign.$token+/_index.tsx

@@ -371,8 +371,9 @@ const SigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV1Loade
                   to="https://documenso.com"
                   className="text-documenso-700 hover:text-documenso-600"
                 >
-                  Check out Documenso.
+                  Check out Documenso
                 </Link>
+                .
               </Trans>
             </p>
           )}
@@ -470,8 +471,9 @@ const SigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loade
                   to="https://documenso.com"
                   className="text-documenso-700 hover:text-documenso-600"
                 >
-                  Check out Documenso.
+                  Check out Documenso
                 </Link>
+                .
               </Trans>
             </p>
           )}

apps/remix/app/routes/_recipient+/sign.$token+/rejected.tsx

@@ -115,7 +115,9 @@ export default function RejectedSigningPage({ loaderData }: Route.ComponentProps
 
         {user && (
           <Button className="mt-6" asChild>
-            <Link to={`/`}>Return Home</Link>
+            <Link to={`/`}>
+              <Trans>Return Home</Trans>
+            </Link>
           </Button>
         )}
       </div>

apps/remix/app/routes/_recipient+/sign.$token+/waiting.tsx

@@ -98,7 +98,9 @@ export default function WaitingForTurnToSignPage({ loaderData }: Route.Component
             </Button>
           ) : (
             <Button variant="link" asChild>
-              <Link to="/">Return Home</Link>
+              <Link to="/">
+                <Trans>Return Home</Trans>
+              </Link>
             </Button>
           )}
         </div>

apps/remix/app/routes/_share+/share.$slug.opengraph.tsx

@@ -1,9 +1,9 @@
 import satori from 'satori';
-import sharp from 'sharp';
 import { P, match } from 'ts-pattern';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { getRecipientOrSenderByShareLinkSlug } from '@documenso/lib/server-only/document/get-recipient-or-sender-by-share-link-slug';
+import { svgToPng } from '@documenso/lib/utils/images/svg-to-png';
 
 import type { Route } from './+types/share.$slug.opengraph';
 
@@ -181,8 +181,7 @@ export const loader = async ({ params }: Route.LoaderArgs) => {
     },
   );
 
-  // Convert SVG to PNG using sharp
-  const pngBuffer = await sharp(Buffer.from(svg)).toFormat('png').toBuffer();
+  const pngBuffer = await svgToPng(svg.toString());
 
   return new Response(pngBuffer, {
     headers: {

apps/remix/app/routes/_unauthenticated+/organisation.sso.confirmation.$token.tsx

@@ -1,6 +1,7 @@
 import { useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { AlertTriangle, Building2, Database, Eye, Settings, UserCircle2 } from 'lucide-react';
 import { data, isRouteErrorResponse } from 'react-router';
@@ -125,6 +126,7 @@ export async function loader({ params }: Route.LoaderArgs) {
 export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Route.ComponentProps) {
   const { token, type, user, organisation } = loaderData;
 
+  const { _ } = useLingui();
   const { toast } = useToast();
   const navigate = useNavigate();
 
@@ -136,12 +138,12 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
         await navigate('/');
 
         toast({
-          title: 'Account link declined',
+          title: _(msg`Account link declined`),
         });
       },
       onError: (error) => {
         toast({
-          title: 'Error declining account link',
+          title: _(msg`Error declining account link`),
           description: error.message,
         });
       },
@@ -153,12 +155,12 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
         await navigate(formatOrganisationLoginPath(organisation.url));
 
         toast({
-          title: 'Account linked successfully',
+          title: _(msg`Account linked successfully`),
         });
       },
       onError: (error) => {
         toast({
-          title: 'Error linking account',
+          title: _(msg`Error linking account`),
           description: error.message,
         });
       },

apps/remix/app/routes/api+/branding.logo.organisation.$orgId.ts

@@ -1,6 +1,5 @@
-import sharp from 'sharp';
-
 import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
+import { loadLogo } from '@documenso/lib/utils/images/logo';
 import { prisma } from '@documenso/prisma';
 
 import type { Route } from './+types/branding.logo.organisation.$orgId';
@@ -63,16 +62,12 @@ export async function loader({ params }: Route.LoaderArgs) {
     );
   }
 
-  const img = await sharp(file)
-    .toFormat('png', {
-      quality: 80,
-    })
-    .toBuffer();
+  const { content, contentType } = await loadLogo(file);
 
-  return new Response(Buffer.from(img), {
+  return new Response(content, {
     headers: {
-      'Content-Type': 'image/png',
-      'Content-Length': img.length.toString(),
+      'Content-Type': contentType,
+      'Content-Length': content.length.toString(),
       // Stale while revalidate for 1 hours to 24 hours
       'Cache-Control': 'public, s-maxage=3600, stale-while-revalidate=86400',
     },

apps/remix/app/routes/api+/branding.logo.team.$teamId.ts

@@ -1,7 +1,6 @@
-import sharp from 'sharp';
-
 import { getTeamSettings } from '@documenso/lib/server-only/team/get-team-settings';
 import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
+import { loadLogo } from '@documenso/lib/utils/images/logo';
 
 import type { Route } from './+types/branding.logo.team.$teamId';
 
@@ -56,16 +55,12 @@ export async function loader({ params }: Route.LoaderArgs) {
     );
   }
 
-  const img = await sharp(file)
-    .toFormat('png', {
-      quality: 80,
-    })
-    .toBuffer();
+  const { content, contentType } = await loadLogo(file);
 
-  return new Response(img, {
+  return new Response(content, {
     headers: {
-      'Content-Type': 'image/png',
-      'Content-Length': img.length.toString(),
+      'Content-Type': contentType,
+      'Content-Length': content.length.toString(),
       // Stale while revalidate for 1 hours to 24 hours
       'Cache-Control': 'public, s-maxage=3600, stale-while-revalidate=86400',
     },

apps/remix/app/routes/embed+/v1+/authoring+/document.edit.$id.tsx

@@ -41,7 +41,9 @@ export const loader = async ({ request, params }: Route.LoaderArgs) => {
   const token = url.searchParams.get('token') || '';
 
   // We also know that the token is valid, but we need the userId + teamId
-  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+  const result = await verifyEmbeddingPresignToken({ token, scope: `documentId:${id}` }).catch(
+    () => null,
+  );
 
   if (!result) {
     throw new Error('Invalid token');

apps/remix/app/routes/embed+/v1+/authoring+/template.edit.$id.tsx

@@ -41,7 +41,9 @@ export const loader = async ({ request, params }: Route.LoaderArgs) => {
   const token = url.searchParams.get('token') || '';
 
   // We also know that the token is valid, but we need the userId + teamId
-  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+  const result = await verifyEmbeddingPresignToken({ token, scope: `templateId:${id}` }).catch(
+    () => null,
+  );
 
   if (!result) {
     throw new Error('Invalid token');

apps/remix/app/utils/field-signing/signature-field.ts

@@ -8,6 +8,7 @@ import { SignFieldSignatureDialog } from '~/components/dialogs/sign-field-signat
 
 type HandleSignatureFieldClickOptions = {
   field: TFieldSignature;
+  fullName?: string;
   signature: string | null;
   typedSignatureEnabled?: boolean;
   uploadSignatureEnabled?: boolean;
@@ -17,8 +18,14 @@ type HandleSignatureFieldClickOptions = {
 export const handleSignatureFieldClick = async (
   options: HandleSignatureFieldClickOptions,
 ): Promise<Extract<TSignEnvelopeFieldValue, { type: typeof FieldType.SIGNATURE }> | null> => {
-  const { field, signature, typedSignatureEnabled, uploadSignatureEnabled, drawSignatureEnabled } =
-    options;
+  const {
+    field,
+    fullName,
+    signature,
+    typedSignatureEnabled,
+    uploadSignatureEnabled,
+    drawSignatureEnabled,
+  } = options;
 
   if (field.type !== FieldType.SIGNATURE) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
@@ -37,6 +44,7 @@ export const handleSignatureFieldClick = async (
 
   if (!signatureToInsert) {
     signatureToInsert = await SignFieldSignatureDialog.call({
+      fullName,
       typedSignatureEnabled,
       uploadSignatureEnabled,
       drawSignatureEnabled,

apps/remix/app/utils/polyfills/promise-with-resolvers.ts

@@ -0,0 +1,30 @@
+/**
+ * Polyfill for Promise.withResolvers (ES2024)
+ * @see https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Global_Objects/Promise/withResolvers
+ */
+
+type PromiseWithResolvers<T> = {
+  promise: Promise<T>;
+  resolve: (value: T | PromiseLike<T>) => void;
+  reject: (reason?: unknown) => void;
+};
+
+// We're patching here
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+const GlobalPromise = globalThis.Promise as any;
+
+if (typeof GlobalPromise.withResolvers !== 'function') {
+  GlobalPromise.withResolvers = function <T>(): PromiseWithResolvers<T> {
+    let resolve!: (value: T | PromiseLike<T>) => void;
+    let reject!: (reason?: unknown) => void;
+
+    const promise = new Promise<T>((res, rej) => {
+      resolve = res;
+      reject = rej;
+    });
+
+    return { promise, resolve, reject };
+  };
+}
+
+export {};

apps/remix/package.json

@@ -70,7 +70,6 @@
     "remeda": "^2.32.0",
     "remix-themes": "^2.0.4",
     "satori": "^0.18.3",
-    "sharp": "0.34.5",
     "tailwindcss": "^3.4.18",
     "ts-pattern": "^5.9.0",
     "ua-parser-js": "^1.0.41",
@@ -108,5 +107,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.2.0"
+  "version": "2.3.0"
 }

apps/remix/server/api/ai/detect-fields.ts

@@ -116,6 +116,10 @@ export const detectFieldsRoute = new Hono<HonoEnv>().post(
             clearInterval(interval);
           }
 
+          // The logger below it stringifies the error, using `console.error`
+          // to attempt to get a stack trace
+          console.error(error);
+
           logger.error({
             event: 'ai.detect-fields.error',
             error,

apps/remix/server/api/ai/detect-recipients.ts

@@ -114,6 +114,10 @@ export const detectRecipientsRoute = new Hono<HonoEnv>().post(
             clearInterval(interval);
           }
 
+          // The logger below it stringifies the error, using `console.error`
+          // to attempt to get a stack trace
+          console.error(error);
+
           logger.error({
             event: 'ai.detect-recipients.error',
             error,

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.2.0",
+  "version": "2.3.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",
@@ -64,7 +64,7 @@
     "lint-staged": "^16.2.7",
     "nanoid": "^5.1.6",
     "nodemailer": "^7.0.10",
-    "pdfjs-dist": "5.4.296",
+    "pdfjs-dist": "5.4.449",
     "pino": "^9.14.0",
     "pino-pretty": "^13.1.2",
     "playwright": "1.56.1",
@@ -99,7 +99,7 @@
     "zod": "^3.25.76"
   },
   "overrides": {
-    "pdfjs-dist": "5.4.296",
+    "pdfjs-dist": "5.4.449",
     "typescript": "5.6.2",
     "zod": "^3.25.76"
   }

packages/app-tests/e2e/api/v2/embedding-presign.spec.ts

@@ -1,6 +1,9 @@
 import { expect, test } from '@playwright/test';
+import type { APIRequestContext } from 'playwright-core';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import type { CreateEmbeddingPresignTokenOptions } from '@documenso/lib/server-only/embedding-presign/create-embedding-presign-token';
+import type { VerifyEmbeddingPresignTokenOptions } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { seedUser } from '@documenso/prisma/seed/users';
 
@@ -17,18 +20,7 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-        },
-      },
-    );
+    const response = await createPresignToken(request, token);
 
     const responseData = await response.json();
 
@@ -54,19 +46,9 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-          expiresIn: 120, // 2 hours
-        },
-      },
-    );
+    const response = await createPresignToken(request, token, {
+      expiresIn: 120, // 2 hours
+    });
 
     const responseData = await response.json();
 
@@ -92,19 +74,9 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-          expiresIn: 0, // Immediate expiration
-        },
-      },
-    );
+    const response = await createPresignToken(request, token, {
+      expiresIn: 0, // Immediate expiration
+    });
 
     expect(response.ok()).toBeTruthy();
     expect(response.status()).toBe(200);
@@ -129,18 +101,7 @@ test.describe('Embedding Presign API', () => {
     });
 
     // First create a token
-    const createResponse = await request.post(
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-        },
-      },
-    );
+    const createResponse = await createPresignToken(request, token);
 
     expect(createResponse.ok()).toBeTruthy();
     const createResponseData = await createResponse.json();
@@ -150,18 +111,9 @@ test.describe('Embedding Presign API', () => {
     const presignToken = createResponseData.token;
 
     // Then verify it
-    const verifyResponse = await request.post(
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/verify-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          token: presignToken,
-        },
-      },
-    );
+    const verifyResponse = await verifyPresignToken(request, token, {
+      token: presignToken,
+    });
 
     expect(verifyResponse.ok()).toBeTruthy();
     expect(verifyResponse.status()).toBe(200);
@@ -183,18 +135,87 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/verify-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          token: 'invalid-token',
-        },
-      },
-    );
+    const response = await verifyPresignToken(request, token, {
+      token: 'invalid-token',
+    });
+
+    const responseData = await response.json();
+
+    console.log('Invalid token response:', responseData);
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.success).toBe(false);
+  });
+
+  test('verifyEmbeddingPresignToken: should verify a valid scoped token', async ({ request }) => {
+    const { user, team } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    // First create a token
+    const createResponse = await createPresignToken(request, token, {
+      scope: 'documentId:1',
+    });
+
+    expect(createResponse.ok()).toBeTruthy();
+    const createResponseData = await createResponse.json();
+
+    console.log('Create response:', createResponseData);
+
+    const presignToken = createResponseData.token;
+
+    // Then verify it
+    const verifyResponse = await verifyPresignToken(request, token, {
+      token: presignToken,
+      scope: 'documentId:1',
+    });
+
+    expect(verifyResponse.ok()).toBeTruthy();
+    expect(verifyResponse.status()).toBe(200);
+
+    const verifyResponseData = await verifyResponse.json();
+
+    console.log('Verify response:', verifyResponseData);
+
+    expect(verifyResponseData.success).toBe(true);
+  });
+
+  test('verifyEmbeddingPresignToken: should reject a scope mismatched token', async ({
+    request,
+  }) => {
+    const { user, team } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    // First create a token
+    const createResponse = await createPresignToken(request, token, {
+      scope: 'documentId:1',
+    });
+
+    expect(createResponse.ok()).toBeTruthy();
+    const createResponseData = await createResponse.json();
+
+    console.log('Create response:', createResponseData);
+
+    const presignToken = createResponseData.token;
+
+    // Then verify it
+    const response = await verifyPresignToken(request, token, {
+      token: presignToken,
+      scope: 'documentId:2',
+    });
 
     const responseData = await response.json();
 
@@ -206,3 +227,40 @@ test.describe('Embedding Presign API', () => {
     expect(responseData.success).toBe(false);
   });
 });
+
+const createPresignToken = async (
+  request: APIRequestContext,
+  apiToken: string,
+  data?: Partial<CreateEmbeddingPresignTokenOptions>,
+) => {
+  return await request.post(
+    `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
+    {
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        apiToken,
+        ...data,
+      },
+    },
+  );
+};
+
+const verifyPresignToken = async (
+  request: APIRequestContext,
+  apiToken: string,
+  data: VerifyEmbeddingPresignTokenOptions,
+) => {
+  return await request.post(
+    `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/verify-presign-token`,
+    {
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        'Content-Type': 'application/json',
+      },
+      data,
+    },
+  );
+};

packages/app-tests/e2e/api/v2/envelopes-api.spec.ts

@@ -6,6 +6,7 @@ import { pick } from 'remeda';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentDistributionMethod,
@@ -23,7 +24,9 @@ import type {
   TCreateEnvelopePayload,
   TCreateEnvelopeResponse,
 } from '@documenso/trpc/server/envelope-router/create-envelope.types';
+import type { TDistributeEnvelopeRequest } from '@documenso/trpc/server/envelope-router/distribute-envelope.types';
 import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
+import type { TUpdateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types';
 import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
 import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
 
@@ -144,6 +147,9 @@ test.describe('API V2 Envelopes', () => {
         externalId: 'externalId',
         visibility: DocumentVisibility.MANAGER_AND_ABOVE,
         globalAccessAuth: ['ACCOUNT'],
+        // Ignore this error in the test since it doesn't actually exist in the PDF:
+        // - Error setting value for field hello: PDFDocument has no form field with the name "hello"
+        // We want to check if the form value is set in the DB.
         formValues: {
           hello: 'world',
         },
@@ -262,8 +268,6 @@ test.describe('API V2 Envelopes', () => {
         },
       });
 
-      console.log(userB.email);
-
       expect(envelope.envelopeItems.length).toBe(2);
       expect(envelope.envelopeItems[0].title).toBe('field-meta.pdf');
       expect(envelope.envelopeItems[1].title).toBe('field-font-alignment.pdf');
@@ -557,4 +561,543 @@ test.describe('API V2 Envelopes', () => {
       userEmail: userA.email,
     });
   });
+
+  test.describe('Empty recipient tests', () => {
+    test('Create template envelope with empty email recipient', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Template with Empty Email Recipient',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: '',
+            name: 'Test Recipient',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      expect(createRecipientsRes.status()).toBe(200);
+
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      expect(recipient.email).toBe('');
+      expect(recipient.name).toBe('Test Recipient');
+
+      // Get envelope items to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create field for the recipient with empty email
+      const createFieldsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            recipientId: recipient.id,
+            envelopeItemId: envelopeItem.id,
+            type: FieldType.SIGNATURE,
+            page: 1,
+            positionX: 100,
+            positionY: 100,
+            width: 50,
+            height: 50,
+          },
+        ],
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+      expect(createFieldsRes.status()).toBe(200);
+    });
+
+    test('Create document envelope with empty email recipient', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document with Empty Email Recipient',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: '',
+            name: 'Document Recipient No Email',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      expect(recipient.email).toBe('');
+      expect(recipient.name).toBe('Document Recipient No Email');
+    });
+
+    test('Update recipient to have empty email', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Update Recipient Email Test',
+        recipients: [
+          {
+            email: userA.email,
+            name: 'Test User',
+            role: RecipientRole.SIGNER,
+          },
+        ],
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Get the envelope to get recipient ID
+      const getRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getRes.json();
+      const recipientId = envelope.recipients[0].id;
+
+      // Update recipient to have empty email
+      const updateRequest: TUpdateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            id: recipientId,
+            email: '',
+            name: 'Updated Name No Email',
+          },
+        ],
+      };
+
+      const updateRes = await request.post(`${baseUrl}/envelope/recipient/update-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: updateRequest,
+      });
+
+      expect(updateRes.ok()).toBeTruthy();
+      const updateResponse = await updateRes.json();
+      const updatedRecipient = updateResponse.data[0];
+
+      expect(updatedRecipient.email).toBe('');
+      expect(updatedRecipient.name).toBe('Updated Name No Email');
+    });
+
+    test('Mixed recipients with and without emails', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Mixed Recipients Test',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create multiple recipients, some with email, some without
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: userA.email,
+            name: 'Recipient With Email',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Without Email 1',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: userB.email,
+            name: 'Another With Email',
+            role: RecipientRole.APPROVER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Without Email 2',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipients = recipientsResponse.data;
+
+      expect(recipients.length).toBe(4);
+      expect(recipients[0].email).toBe(userA.email.toLowerCase());
+      expect(recipients[1].email).toBe('');
+      expect(recipients[2].email).toBe(userB.email.toLowerCase());
+      expect(recipients[3].email).toBe('');
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create fields for all recipients including those without emails
+      const createFieldsRequest = {
+        envelopeId: response.id,
+        data: recipients.map((recipient, index) => ({
+          recipientId: recipient.id,
+          envelopeItemId: envelopeItem.id,
+          type: FieldType.SIGNATURE,
+          page: 1,
+          positionX: 100,
+          positionY: 0 + index,
+          width: 50,
+          height: 50,
+        })),
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+    });
+
+    test('Distribute envelope with empty email recipients', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document for Distribution with Empty Email',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Create recipients with empty emails
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            email: '',
+            name: 'Recipient One',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Two',
+            role: RecipientRole.APPROVER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipients = recipientsResponse.data;
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create fields for recipients
+      const createFieldsRequest = {
+        envelopeId: createResponse.id,
+        data: recipients.map((recipient, index) => ({
+          recipientId: recipient.id,
+          envelopeItemId: envelopeItem.id,
+          type: FieldType.SIGNATURE,
+          page: 1,
+          positionX: 100,
+          positionY: 0 + index,
+          width: 50,
+          height: 50,
+        })),
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+
+      // Distribute the envelope
+      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: {
+          envelopeId: createResponse.id,
+        } satisfies TDistributeEnvelopeRequest,
+      });
+
+      expect(distributeRes.ok()).toBeTruthy();
+      expect(distributeRes.status()).toBe(200);
+
+      const distributeResponse = await distributeRes.json();
+      expect(distributeResponse.success).toBe(true);
+      expect(distributeResponse.id).toBe(createResponse.id);
+      expect(distributeResponse.recipients).toHaveLength(2);
+
+      // Verify recipients have empty emails and signing URLs
+      expect(distributeResponse.recipients[0].email).toBe('');
+      expect(distributeResponse.recipients[0].signingUrl).toBeTruthy();
+      expect(distributeResponse.recipients[1].email).toBe('');
+      expect(distributeResponse.recipients[1].signingUrl).toBeTruthy();
+    });
+
+    test('Distribute envelope with empty email recipient and auth requirements fails', async ({
+      request,
+    }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document with Auth Requirements',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email and TWO_FACTOR_AUTH action auth
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            email: '',
+            name: 'Recipient With Auth',
+            role: RecipientRole.SIGNER,
+            accessAuth: [DocumentAccessAuth.TWO_FACTOR_AUTH],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create field for the recipient
+      const createFieldsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            recipientId: recipient.id,
+            envelopeItemId: envelopeItem.id,
+            type: FieldType.SIGNATURE,
+            page: 1,
+            positionX: 100,
+            positionY: 100,
+            width: 50,
+            height: 50,
+          },
+        ],
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+
+      // Try to distribute the envelope - should fail
+      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: {
+          envelopeId: createResponse.id,
+        },
+      });
+
+      // Expect distribution to fail
+      expect(distributeRes.ok()).toBeFalsy();
+      expect(distributeRes.status()).toBe(400);
+
+      const errorResponse = await distributeRes.json();
+      expect(errorResponse.message).toContain('requires an email');
+    });
+  });
 });

packages/app-tests/e2e/api/v2/test-unauthorized-api-access.spec.ts

@@ -3103,7 +3103,7 @@ test.describe('Document API V2', () => {
         expect(res.status()).toBe(404);
       });
 
-      test('should allow authorized access to envelope use endpoint', async ({ page, request }) => {
+      test('should allow authorized access to envelope use endpoint', async ({ request }) => {
         const doc = await seedTemplate({
           title: 'Team template 1',
           userId: userA.id,
@@ -4313,5 +4313,62 @@ test.describe('Document API V2', () => {
         expect(res.status()).toBe(200);
       });
     });
+
+    test.describe('Envelope audit logs endpoint', () => {
+      test('should block unauthorized access to envelope audit logs endpoint', async ({
+        request,
+      }) => {
+        const doc = await seedBlankDocument(userA, teamA.id);
+
+        const res = await request.get(
+          `${WEBAPP_BASE_URL}/api/v2-beta/envelope/${doc.id}/audit-log`,
+          {
+            headers: { Authorization: `Bearer ${tokenB}` },
+          },
+        );
+
+        expect(res.ok()).toBeFalsy();
+        expect(res.status()).toBe(404);
+      });
+
+      test('should allow authorized access to envelope audit logs endpoint', async ({
+        request,
+      }) => {
+        const doc = await seedBlankDocument(userA, teamA.id);
+
+        // Add a recipient which will trigger an audit log.
+        await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/envelope/recipient/create-many`, {
+          headers: { Authorization: `Bearer ${tokenA}` },
+          data: {
+            envelopeId: doc.id,
+            data: [
+              {
+                name: 'Test',
+                email: 'test@example.com',
+                role: RecipientRole.SIGNER,
+              },
+            ],
+          },
+        });
+
+        const res = await request.get(
+          `${WEBAPP_BASE_URL}/api/v2-beta/envelope/${doc.id}/audit-log`,
+          {
+            headers: { Authorization: `Bearer ${tokenA}` },
+          },
+        );
+
+        expect(res.ok()).toBeTruthy();
+        expect(res.status()).toBe(200);
+
+        const data = await res.json();
+
+        expect(Array.isArray(data.data)).toBe(true);
+        expect(data.count).toEqual(1);
+        expect(data.data[0].type).toEqual('RECIPIENT_CREATED');
+        expect(data.currentPage).toBeGreaterThanOrEqual(1);
+        expect(data.perPage).toBeGreaterThanOrEqual(1);
+      });
+    });
   });
 });

packages/app-tests/e2e/document-flow/autosave-fields-step.spec.ts

@@ -89,9 +89,8 @@ test.describe('AutoSave Fields Step', () => {
       });
 
       expect(retrievedFields.length).toBe(3);
-      expect(retrievedFields[0].type).toBe('SIGNATURE');
-      expect(retrievedFields[1].type).toBe('TEXT');
-      expect(retrievedFields[2].type).toBe('SIGNATURE');
+      expect(retrievedFields.filter((field) => field.type === 'SIGNATURE')).toHaveLength(2);
+      expect(retrievedFields.filter((field) => field.type === 'TEXT')).toHaveLength(1);
     }).toPass();
   });
 
@@ -214,10 +213,8 @@ test.describe('AutoSave Fields Step', () => {
       });
 
       expect(retrievedFields.length).toBe(4);
-      expect(retrievedFields[0].type).toBe('SIGNATURE');
-      expect(retrievedFields[1].type).toBe('TEXT');
-      expect(retrievedFields[2].type).toBe('SIGNATURE');
-      expect(retrievedFields[3].type).toBe('SIGNATURE');
+      expect(retrievedFields.filter((field) => field.type === 'SIGNATURE')).toHaveLength(3);
+      expect(retrievedFields.filter((field) => field.type === 'TEXT')).toHaveLength(1);
     }).toPass();
   });
 
@@ -259,10 +256,16 @@ test.describe('AutoSave Fields Step', () => {
       });
 
       expect(retrievedFields.length).toBe(2);
-      expect(retrievedFields[0].type).toBe('SIGNATURE');
-      expect(retrievedFields[1].type).toBe('TEXT');
+      const textField = retrievedFields.find((field) => field.type === 'TEXT');
+      const signatureField = retrievedFields.find((field) => field.type === 'SIGNATURE');
+
+      expect(signatureField).toBeDefined();
+      expect(textField).toBeDefined();
+
+      if (!signatureField || !textField) {
+        throw new Error('No signature or text field');
+      }
 
-      const textField = retrievedFields[1];
       expect(textField.fieldMeta).toBeDefined();
 
       if (

packages/app-tests/e2e/documents/delete-documents.spec.ts

@@ -9,6 +9,7 @@ import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { checkDocumentTabCount } from '../fixtures/documents';
+import { expectToastTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'serial' });
 
@@ -83,14 +84,13 @@ test('[DOCUMENTS]: deleting a completed document should not remove it from recip
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  await page.waitForTimeout(200);
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
 
   // delete document
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -128,14 +128,13 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Pending' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  await page.waitForTimeout(200);
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
 
   // delete document
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -169,19 +168,17 @@ test('[DOCUMENTS]: deleting draft documents should permanently remove it', async
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Draft' })
-    .getByTestId('document-table-action-btn')
-    .click();
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
 
-  await page.waitForTimeout(200);
-
-  // delete document
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible(); // Required to reduce flakiness.
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await expect(page.getByPlaceholder("Type 'delete' to confirm")).not.toBeVisible();
   await page.getByRole('button', { name: 'Delete' }).click();
 
-  await page.waitForTimeout(2500);
+  await expectToastTextToBeVisible(page, 'Document deleted');
 
   await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
 
@@ -203,14 +200,13 @@ test('[DOCUMENTS]: deleting pending documents should permanently remove it', asy
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Pending' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  await page.waitForTimeout(200);
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
 
   // Delete document.
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -239,14 +235,13 @@ test('[DOCUMENTS]: deleting completed documents as an owner should hide it from
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  await page.waitForTimeout(200);
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
 
   // Delete document.
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -292,36 +287,24 @@ test('[DOCUMENTS]: deleting documents as a recipient should only hide it for the
   });
 
   // Open document action menu.
-  await expect(async () => {
-    await page
-      .locator('tr', { hasText: 'Document 1 - Completed' })
-      .getByTestId('document-table-action-btn')
-      .click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
-  }).toPass();
+  const completedDocActionBtn = page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, completedDocActionBtn);
 
   // Delete document.
-  await page.getByRole('menuitem', { name: 'Hide' }).waitFor({ state: 'visible' });
+  await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Hide' }).click({ force: true });
   await page.getByRole('button', { name: 'Hide' }).click({ force: true });
   await page.waitForTimeout(2000);
 
-  await expect(async () => {
-    await page
-      .locator('tr', { hasText: 'Document 1 - Pending' })
-      .getByTestId('document-table-action-btn')
-      .click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
-  }).toPass();
+  const pendingDocActionBtn = page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, pendingDocActionBtn);
 
   // Delete document.
-  await page.getByRole('menuitem', { name: 'Hide' }).waitFor({ state: 'visible' });
+  await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Hide' }).click({ force: true });
   await page.getByRole('button', { name: 'Hide' }).click({ force: true });
 

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

@@ -1,4 +1,4 @@
-import { type Page } from '@playwright/test';
+import type { Page } from '@playwright/test';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 
@@ -58,3 +58,15 @@ const getCsrfToken = async (page: Page) => {
 
   return csrfToken;
 };
+
+export const checkSessionValid = async (page: Page): Promise<boolean> => {
+  const { request } = page.context();
+
+  const response = await request.fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/api/auth/session`, {
+    method: 'get',
+  });
+
+  const session = await response.json();
+
+  return session.isAuthenticated === true;
+};

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

@@ -1,3 +1,4 @@
+import type { Locator } from '@playwright/test';
 import { type Page, expect } from '@playwright/test';
 
 export const expectTextToBeVisible = async (page: Page, text: string) => {
@@ -7,3 +8,22 @@ export const expectTextToBeVisible = async (page: Page, text: string) => {
 export const expectTextToNotBeVisible = async (page: Page, text: string) => {
   await expect(page.getByText(text).first()).not.toBeVisible();
 };
+
+export const expectToastTextToBeVisible = async (page: Page, text: string) => {
+  await expect(page.locator('[role="status"]').getByText(text)).toBeVisible();
+};
+
+export const openDropdownMenu = async (page: Page, dropdownButton: Locator) => {
+  await page.waitForTimeout(500); // Initial timeout incase table remounts which will close the dropdown.
+  await dropdownButton.focus();
+  await page.keyboard.press('Enter');
+
+  await page.waitForTimeout(500);
+  await page.keyboard.press('Escape');
+  await page.waitForTimeout(500);
+
+  await dropdownButton.focus();
+  await page.keyboard.press('Enter');
+
+  await expect(page.getByRole('menuitem').first()).toBeVisible();
+};

packages/app-tests/e2e/folders/team-account-folders.spec.ts

@@ -9,7 +9,7 @@ import { seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
 
 import { apiSignin } from '../fixtures/authentication';
-import { expectTextToBeVisible } from '../fixtures/generic';
+import { expectTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -117,7 +117,9 @@ test('[TEAMS]: can pin a document folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Pin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Pin' }).click();
 
   await page.reload();
@@ -142,7 +144,9 @@ test('[TEAMS]: can unpin a document folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Unpin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Unpin' }).click();
 
   await page.reload();
@@ -166,7 +170,9 @@ test('[TEAMS]: can rename a document folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await page.getByLabel('Name').fill('Team Archive');
@@ -191,7 +197,9 @@ test('[TEAMS]: document folder visibility is visible to team member', async ({ p
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toBeVisible();
@@ -220,7 +228,9 @@ test('[TEAMS]: document folder can be moved to another document folder', async (
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move' }).click();
 
   await page.getByRole('button', { name: 'Team Clients' }).click();
@@ -271,7 +281,9 @@ test('[TEAMS]: document folder and its contents can be deleted', async ({ page }
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
 
   await page.getByRole('textbox').fill(`delete ${folder.name}`);
@@ -280,12 +292,8 @@ test('[TEAMS]: document folder and its contents can be deleted', async ({ page }
   await page.goto(`/t/${team.url}/documents`);
 
   await expect(page.locator(`[data-folder-id="${folder.id}"]`)).not.toBeVisible();
-  await expect(page.getByText(proposal.title)).not.toBeVisible();
-
-  await page.goto(`/t/${team.url}/documents/f/${folder.id}`);
-
-  await expect(page.getByText(report.title)).not.toBeVisible();
-  await expect(page.locator(`[data-folder-id="${reportsFolder.id}"]`)).not.toBeVisible();
+  await expect(page.getByText(proposal.title)).toBeVisible();
+  await expect(page.getByText(report.title)).toBeVisible();
 });
 
 test('[TEAMS]: create folder button is visible on templates page', async ({ page }) => {
@@ -356,6 +364,25 @@ test('[TEAMS]: can create a template subfolder inside a template folder', async
 test('[TEAMS]: can create a template inside a template folder', async ({ page }) => {
   const { team, teamOwner } = await seedTeamDocuments();
 
+  const organisationClaim = await prisma.organisationClaim.findFirstOrThrow({
+    where: {
+      organisation: {
+        id: team.organisationId,
+      },
+    },
+  });
+
+  await prisma.organisationClaim.update({
+    where: {
+      id: organisationClaim.id,
+    },
+    data: {
+      flags: {
+        allowLegacyEnvelopes: true,
+      },
+    },
+  });
+
   const folder = await seedBlankFolder(teamOwner, team.id, {
     createFolderOptions: {
       name: 'Team Client Templates',
@@ -372,16 +399,15 @@ test('[TEAMS]: can create a template inside a template folder', async ({ page })
 
   await expect(page.getByText('Team Client Templates')).toBeVisible();
 
-  await page.getByRole('button', { name: 'Template (Legacy)' }).click();
+  // Upload document.
+  const [fileChooser] = await Promise.all([
+    page.waitForEvent('filechooser'),
+    page.getByRole('button', { name: 'Template (Legacy)' }).click(),
+  ]);
 
-  await page.getByText('Upload Template Document').click();
-
-  await page.locator('input[type="file"]').nth(0).waitFor({ state: 'attached' });
-
-  await page
-    .locator('input[type="file"]')
-    .nth(0)
-    .setInputFiles(path.join(__dirname, '../../../assets/documenso-supporter-pledge.pdf'));
+  await fileChooser.setFiles(
+    path.join(__dirname, '../../../assets/documenso-supporter-pledge.pdf'),
+  );
 
   await page.waitForTimeout(3000);
 
@@ -410,7 +436,9 @@ test('[TEAMS]: can pin a template folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Pin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Pin' }).click();
 
   await page.reload();
@@ -436,7 +464,9 @@ test('[TEAMS]: can unpin a template folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Unpin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Unpin' }).click();
 
   await page.reload();
@@ -462,7 +492,9 @@ test('[TEAMS]: can rename a template folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await page.getByLabel('Name').fill('Updated Team Template Folder');
@@ -488,7 +520,9 @@ test('[TEAMS]: template folder visibility is not visible to team member', async
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('menuitem', { name: 'Visibility' })).not.toBeVisible();
@@ -519,7 +553,9 @@ test('[TEAMS]: template folder can be moved to another template folder', async (
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move' }).click();
 
   await page.getByRole('button', { name: 'Team Client Templates' }).click();
@@ -572,7 +608,9 @@ test('[TEAMS]: template folder can be deleted', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
 
   await page.getByRole('textbox').fill(`delete ${folder.name}`);
@@ -761,7 +799,9 @@ test('[TEAMS]: folder inherits team visibility settings', async ({ page }) => {
 
   await page.goto(`/t/${team.url}/documents/`);
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn1 = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn1);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toHaveText('Admins only');
@@ -781,7 +821,9 @@ test('[TEAMS]: folder inherits team visibility settings', async ({ page }) => {
 
   await page.goto(`/t/${team.url}/documents`);
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn2 = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn2);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toHaveText('Managers and above');
@@ -801,7 +843,9 @@ test('[TEAMS]: folder inherits team visibility settings', async ({ page }) => {
 
   await page.goto(`/t/${team.url}/documents/`);
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn3 = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn3);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toHaveText('Everyone');
@@ -966,7 +1010,9 @@ test('[TEAMS]: team member can move documents to everyone folder', async ({ page
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1018,7 +1064,9 @@ test('[TEAMS]: team manager can move manager document to manager folder', async
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1071,7 +1119,9 @@ test('[TEAMS]: team manager can move manager document to everyone folder', async
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1124,7 +1174,9 @@ test('[TEAMS]: team manager can move everyone document to manager folder', async
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1177,7 +1229,9 @@ test('[TEAMS]: team admin can move admin document to admin folder', async ({ pag
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1228,7 +1282,9 @@ test('[TEAMS]: team admin can move admin document to manager folder', async ({ p
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1279,7 +1335,9 @@ test('[TEAMS]: team admin can move admin document to everyone folder', async ({
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1330,7 +1388,9 @@ test('[TEAMS]: team admin can move manager document to admin folder', async ({ p
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click({ force: true });
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1381,7 +1441,9 @@ test('[TEAMS]: team admin can move manager document to manager folder', async ({
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click({ force: true });
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1432,7 +1494,9 @@ test('[TEAMS]: team admin can move manager document to everyone folder', async (
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click({ force: true });
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1483,7 +1547,9 @@ test('[TEAMS]: team admin can move everyone document to admin folder', async ({
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1534,7 +1600,9 @@ test('[TEAMS]: team admin can move everyone document to manager folder', async (
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1585,7 +1653,9 @@ test('[TEAMS]: team admin can move everyone document to everyone folder', async
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1630,7 +1700,9 @@ test('[TEAMS]: team owner can move admin document to admin folder', async ({ pag
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1675,7 +1747,9 @@ test('[TEAMS]: team owner can move admin document to manager folder', async ({ p
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1720,7 +1794,9 @@ test('[TEAMS]: team owner can move admin document to everyone folder', async ({
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1765,7 +1841,9 @@ test('[TEAMS]: team owner can move manager document to admin folder', async ({ p
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1810,7 +1888,9 @@ test('[TEAMS]: team owner can move manager document to manager folder', async ({
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1855,7 +1935,9 @@ test('[TEAMS]: team owner can move manager document to everyone folder', async (
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1900,7 +1982,9 @@ test('[TEAMS]: team owner can move everyone document to admin folder', async ({
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1945,7 +2029,9 @@ test('[TEAMS]: team owner can move everyone document to manager folder', async (
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1990,7 +2076,9 @@ test('[TEAMS]: team owner can move everyone document to everyone folder', async
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();

packages/app-tests/e2e/organisations/manage-organisation.spec.ts

@@ -6,7 +6,11 @@ import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { expectTextToBeVisible, expectTextToNotBeVisible } from '../fixtures/generic';
+import {
+  expectTextToBeVisible,
+  expectTextToNotBeVisible,
+  openDropdownMenu,
+} from '../fixtures/generic';
 
 test('[ORGANISATIONS]: create and delete organisation', async ({ page }) => {
   const { user, organisation } = await seedUser({
@@ -399,7 +403,9 @@ test('[ORGANISATIONS]: manage groups and members', async ({ page }) => {
   await expect(page.getByText('Team members have been added').first()).toBeVisible();
 
   // Update CUSTOM_GROUP_B
-  await page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button').click();
+  const updateBtn = page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button');
+  await openDropdownMenu(page, updateBtn);
+  await expect(page.getByRole('menuitem', { name: 'Update role' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Update role' }).click();
   await page.getByRole('combobox').click();
   await page.getByRole('option', { name: 'Team Admin' }).click();
@@ -409,7 +415,9 @@ test('[ORGANISATIONS]: manage groups and members', async ({ page }) => {
   await page.reload();
 
   // Delete CUSTOM_GROUP_B
-  await page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button').click();
+  const deleteBtn = page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button');
+  await openDropdownMenu(page, deleteBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Delete' }).click();
   await expectTextToBeVisible(page, 'You have successfully removed this group from the team.');
@@ -477,7 +485,9 @@ test('[ORGANISATIONS]: member invites', async ({ page }) => {
   await expect(page.getByText(user2.email)).toBeVisible();
   await expect(page.getByText(user3.email)).toBeVisible();
 
-  await page.getByRole('row', { name: user3.email }).getByRole('button').click();
+  const inviteActionBtn = page.getByRole('row', { name: user3.email }).getByRole('button');
+  await openDropdownMenu(page, inviteActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await expect(page.getByText('Invitation has been deleted').first()).toBeVisible();
   await expect(page.getByText(user3.email)).not.toBeVisible();
@@ -508,7 +518,9 @@ test('[ORGANISATIONS]: member invites', async ({ page }) => {
   await expect(page.getByText(user.email)).toBeVisible();
   await expect(page.getByText(user2.email)).toBeVisible();
 
-  await page.getByRole('row', { name: user2.email }).getByRole('button').click();
+  const memberActionBtn = page.getByRole('row', { name: user2.email }).getByRole('button');
+  await openDropdownMenu(page, memberActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Remove' }).click();
   await expect(page.getByText('You have successfully removed').first()).toBeVisible();
@@ -522,7 +534,9 @@ test('[ORGANISATIONS]: member invites', async ({ page }) => {
   await expect(page.getByText(user.email)).toBeVisible();
   await expect(page.getByText(user2.email)).toBeVisible();
 
-  await page.getByRole('row', { name: user2.email }).getByRole('button').click();
+  const orgMemberBtn = page.getByRole('row', { name: user2.email }).getByRole('button');
+  await openDropdownMenu(page, orgMemberBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Delete' }).click();
   await expect(page.getByText('You have successfully removed this user').first()).toBeVisible();

packages/app-tests/e2e/public-profiles/public-profiles.spec.ts

@@ -1,10 +1,12 @@
 import { expect, test } from '@playwright/test';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
 import { seedDirectTemplate } from '@documenso/prisma/seed/templates';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
+import { expectToastTextToBeVisible } from '../fixtures/generic';
 
 test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
   const { user, team } = await seedUser();
@@ -44,6 +46,9 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
     .fill('public-direct-template-description');
   await page.getByRole('button', { name: 'Update' }).click();
 
+  // Wait for toast
+  await expectToastTextToBeVisible(page, 'Template has been updated');
+
   // Check that public profile is disabled.
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/p/${publicProfileUrl}`);
   await expect(page.locator('body')).toContainText('404 Profile not found');
@@ -51,7 +56,21 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
   // Go back to public profile page.
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/t/${team.url}/settings/public-profile`);
   await page.getByRole('switch').click();
-  await page.waitForTimeout(1000);
+
+  // Expect profile to be enabled via db.
+  await expect
+    .poll(
+      async () => {
+        const profile = await prisma.teamProfile.findFirst({
+          where: { teamId: team.id },
+        });
+        return profile?.enabled;
+      },
+      {
+        timeout: 1000,
+      },
+    )
+    .toBeTruthy();
 
   // Assert values.
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/p/${publicProfileUrl}`);

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

@@ -11,7 +11,11 @@ import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { checkDocumentTabCount } from '../fixtures/documents';
-import { expectTextToBeVisible } from '../fixtures/generic';
+import {
+  expectTextToBeVisible,
+  expectToastTextToBeVisible,
+  openDropdownMenu,
+} from '../fixtures/generic';
 
 test('[TEAMS]: check team documents count', async ({ page }) => {
   const { team, teamOwner, teamMember2 } = await seedTeamDocuments();
@@ -239,21 +243,15 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
   });
 
-  await expect(async () => {
-    await page.getByTestId('document-table-action-btn').first().click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Resend' })).toBeVisible();
-  }).toPass();
-
-  await page.getByRole('menuitem').filter({ hasText: 'Resend' }).click();
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
+  await expect(actionBtn).toBeAttached();
+  await openDropdownMenu(page, actionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Resend' })).toBeVisible();
+  await page.getByRole('menuitem', { name: 'Resend' }).click();
   await page.getByLabel('test.documenso.com').first().click();
   await page.getByRole('button', { name: 'Send reminder' }).click();
 
-  await expect(
-    page.getByRole('status').filter({ hasText: 'Document re-sent' }).first(),
-  ).toBeVisible();
+  await expectToastTextToBeVisible(page, 'Document re-sent');
 });
 
 test('[TEAMS]: delete draft team document', async ({ page }) => {
@@ -265,14 +263,12 @@ test('[TEAMS]: delete draft team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=DRAFT`,
   });
 
-  await expect(async () => {
-    await page.getByTestId('document-table-action-btn').first().click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
-  }).toPass();
-
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
+  await expect(actionBtn).toBeVisible({
+    timeout: 500,
+  });
+  await openDropdownMenu(page, actionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByRole('button', { name: 'Delete' }).click();
 
@@ -309,14 +305,12 @@ test('[TEAMS]: delete pending team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
   });
 
-  await expect(async () => {
-    await page.getByTestId('document-table-action-btn').first().click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
-  }).toPass();
-
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
+  await expect(actionBtn).toBeVisible({
+    timeout: 500,
+  });
+  await openDropdownMenu(page, actionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click({ force: true });
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click({ force: true });
@@ -354,14 +348,12 @@ test('[TEAMS]: delete completed team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=COMPLETED`,
   });
 
-  await expect(async () => {
-    await page.getByTestId('document-table-action-btn').first().click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
-  }).toPass();
-
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
+  await expect(actionBtn).toBeVisible({
+    timeout: 500,
+  });
+  await openDropdownMenu(page, actionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click({ force: true });
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click({ force: true });