v2.2.7

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

.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": "^15.5.7",
+    "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/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": "^15.5.7"
+    "next": "15.5.9"
   },
   "devDependencies": {
     "@types/node": "^20",
     "@types/react": "18.3.27",
     "typescript": "5.6.2"
   }
-}
+}

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-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/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

@@ -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

@@ -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

@@ -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-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/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

@@ -178,7 +178,9 @@ 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+/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/_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/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/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": "2.2.4"
+  "version": "2.2.7"
 }

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.2.4",
+  "version": "2.2.7",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.2.4",
+      "version": "2.2.7",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -78,7 +78,7 @@
         "@documenso/tailwind-config": "*",
         "@documenso/trpc": "*",
         "@documenso/ui": "*",
-        "next": "^15.5.7",
+        "next": "15.5.9",
         "next-plausible": "^3.12.5",
         "nextra": "^3",
         "nextra-theme-docs": "^3",
@@ -99,7 +99,7 @@
       "dependencies": {
         "@documenso/prisma": "*",
         "luxon": "^3.7.2",
-        "next": "^15.5.7"
+        "next": "15.5.9"
       },
       "devDependencies": {
         "@types/node": "^20",
@@ -109,7 +109,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.2.4",
+      "version": "2.2.7",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",
@@ -167,7 +167,6 @@
         "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",
@@ -666,58 +665,6 @@
         "node": ">=18.0.0"
       }
     },
-    "node_modules/@aws-sdk/client-ses": {
-      "version": "3.936.0",
-      "resolved": "https://registry.npmjs.org/@aws-sdk/client-ses/-/client-ses-3.936.0.tgz",
-      "integrity": "sha512-2toHYwRkcYGasPHYGwOwaIAa2Api/uFhmL3px0Tyt4bne2ilqhSwq+6a/0UVMd8JYwWaLMJolTbWKFt2jUlmGg==",
-      "dev": true,
-      "license": "Apache-2.0",
-      "dependencies": {
-        "@aws-crypto/sha256-browser": "5.2.0",
-        "@aws-crypto/sha256-js": "5.2.0",
-        "@aws-sdk/core": "3.936.0",
-        "@aws-sdk/credential-provider-node": "3.936.0",
-        "@aws-sdk/middleware-host-header": "3.936.0",
-        "@aws-sdk/middleware-logger": "3.936.0",
-        "@aws-sdk/middleware-recursion-detection": "3.936.0",
-        "@aws-sdk/middleware-user-agent": "3.936.0",
-        "@aws-sdk/region-config-resolver": "3.936.0",
-        "@aws-sdk/types": "3.936.0",
-        "@aws-sdk/util-endpoints": "3.936.0",
-        "@aws-sdk/util-user-agent-browser": "3.936.0",
-        "@aws-sdk/util-user-agent-node": "3.936.0",
-        "@smithy/config-resolver": "^4.4.3",
-        "@smithy/core": "^3.18.5",
-        "@smithy/fetch-http-handler": "^5.3.6",
-        "@smithy/hash-node": "^4.2.5",
-        "@smithy/invalid-dependency": "^4.2.5",
-        "@smithy/middleware-content-length": "^4.2.5",
-        "@smithy/middleware-endpoint": "^4.3.12",
-        "@smithy/middleware-retry": "^4.4.12",
-        "@smithy/middleware-serde": "^4.2.6",
-        "@smithy/middleware-stack": "^4.2.5",
-        "@smithy/node-config-provider": "^4.3.5",
-        "@smithy/node-http-handler": "^4.4.5",
-        "@smithy/protocol-http": "^5.3.5",
-        "@smithy/smithy-client": "^4.9.8",
-        "@smithy/types": "^4.9.0",
-        "@smithy/url-parser": "^4.2.5",
-        "@smithy/util-base64": "^4.3.0",
-        "@smithy/util-body-length-browser": "^4.2.0",
-        "@smithy/util-body-length-node": "^4.2.1",
-        "@smithy/util-defaults-mode-browser": "^4.3.11",
-        "@smithy/util-defaults-mode-node": "^4.2.14",
-        "@smithy/util-endpoints": "^3.2.5",
-        "@smithy/util-middleware": "^4.2.5",
-        "@smithy/util-retry": "^4.2.5",
-        "@smithy/util-utf8": "^4.2.0",
-        "@smithy/util-waiter": "^4.2.5",
-        "tslib": "^2.6.2"
-      },
-      "engines": {
-        "node": ">=18.0.0"
-      }
-    },
     "node_modules/@aws-sdk/client-sesv2": {
       "version": "3.936.0",
       "resolved": "https://registry.npmjs.org/@aws-sdk/client-sesv2/-/client-sesv2-3.936.0.tgz",
@@ -5089,9 +5036,9 @@
       }
     },
     "node_modules/@next/env": {
-      "version": "15.5.7",
-      "resolved": "https://registry.npmjs.org/@next/env/-/env-15.5.7.tgz",
-      "integrity": "sha512-4h6Y2NyEkIEN7Z8YxkA27pq6zTkS09bUSYC0xjd0NpwFxjnIKeZEeH591o5WECSmjpUhLn3H2QLJcDye3Uzcvg==",
+      "version": "15.5.9",
+      "resolved": "https://registry.npmjs.org/@next/env/-/env-15.5.9.tgz",
+      "integrity": "sha512-4GlTZ+EJM7WaW2HEZcyU317tIQDjkQIyENDLxYJfSWlfqguN+dHkZgyQTV/7ykvobU7yEH5gKvreNrH4B6QgIg==",
       "license": "MIT"
     },
     "node_modules/@next/eslint-plugin-next": {
@@ -5963,12 +5910,6 @@
         "node": "^14.17.0 || ^16.13.0 || >=18.0.0"
       }
     },
-    "node_modules/@one-ini/wasm": {
-      "version": "0.1.1",
-      "resolved": "https://registry.npmjs.org/@one-ini/wasm/-/wasm-0.1.1.tgz",
-      "integrity": "sha512-XuySG1E38YScSJoMlqovLru4KTUNSjgVTIjyh7qMX6aNN5HY5Ct5LhRJdxO79JtTzKfzV/bnWpz+zquYrISsvw==",
-      "license": "MIT"
-    },
     "node_modules/@opentelemetry/api": {
       "version": "1.9.0",
       "resolved": "https://registry.npmjs.org/@opentelemetry/api/-/api-1.9.0.tgz",
@@ -12161,6 +12102,7 @@
       "version": "0.11.0",
       "resolved": "https://registry.npmjs.org/@pkgjs/parseargs/-/parseargs-0.11.0.tgz",
       "integrity": "sha512-+1VkjdD0QBLPodGrJUeqarH8VAIvQODIbwh9XpP5Syisf7YoQgsJKPNFoqqLQlu+VQ/tVSshMR6loPMn8U+dPg==",
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "engines": {
@@ -14407,21 +14349,20 @@
       }
     },
     "node_modules/@react-email/render": {
-      "version": "0.0.17",
-      "resolved": "https://registry.npmjs.org/@react-email/render/-/render-0.0.17.tgz",
-      "integrity": "sha512-xBQ+/73+WsGuXKY7r1U73zMBNV28xdV0cp9cFjhNYipBReDHhV97IpA6v7Hl0dDtDzt+yS/72dY5vYXrF1v8NA==",
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/@react-email/render/-/render-2.0.0.tgz",
+      "integrity": "sha512-rdjNj6iVzv8kRKDPFas+47nnoe6B40+nwukuXwY4FCwM7XBg6tmYr+chQryCuavUj2J65MMf6fztk1bxOUiSVA==",
       "license": "MIT",
       "dependencies": {
-        "html-to-text": "9.0.5",
-        "js-beautify": "^1.14.11",
-        "react-promise-suspense": "0.3.4"
+        "html-to-text": "^9.0.5",
+        "prettier": "^3.5.3"
       },
       "engines": {
-        "node": ">=18.0.0"
+        "node": ">=22.0.0"
       },
       "peerDependencies": {
-        "react": "^18.2.0",
-        "react-dom": "^18.2.0"
+        "react": "^18.0 || ^19.0 || ^19.0.0-rc",
+        "react-dom": "^18.0 || ^19.0 || ^19.0.0-rc"
       }
     },
     "node_modules/@react-email/row": {
@@ -17107,13 +17048,13 @@
       }
     },
     "node_modules/@types/nodemailer": {
-      "version": "6.4.21",
-      "resolved": "https://registry.npmjs.org/@types/nodemailer/-/nodemailer-6.4.21.tgz",
-      "integrity": "sha512-Eix+sb/Nj28MNnWvO2X1OLrk5vuD4C9SMnb2Vf4itWnxphYeSceqkFX7IdmxTzn+dvmnNz7paMbg4Uc60wSfJg==",
+      "version": "7.0.4",
+      "resolved": "https://registry.npmjs.org/@types/nodemailer/-/nodemailer-7.0.4.tgz",
+      "integrity": "sha512-ee8fxWqOchH+Hv6MDDNNy028kwvVnLplrStm4Zf/3uHWw5zzo8FoYYeffpJtGs2wWysEumMH0ZIdMGMY1eMAow==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "@aws-sdk/client-ses": "^3.731.1",
+        "@aws-sdk/client-sesv2": "^3.839.0",
         "@types/node": "*"
       }
     },
@@ -17787,15 +17728,6 @@
       "integrity": "sha512-GpSwvyXOcOOlV70vbnzjj4fW5xW/FdUF6nQEt1ENy7m4ZCczi1+/buVUPAqmGfqznsORNFzUMjctTIp8a9tuCQ==",
       "license": "BSD-2-Clause"
     },
-    "node_modules/abbrev": {
-      "version": "2.0.0",
-      "resolved": "https://registry.npmjs.org/abbrev/-/abbrev-2.0.0.tgz",
-      "integrity": "sha512-6/mh1E2u2YgEsCHdY0Yx5oW+61gZU+1vXaoiHHrpKeuRNNgFvS+/jrwHiQhB5apAf5oB7UB7E19ol2R2LKH8hQ==",
-      "license": "ISC",
-      "engines": {
-        "node": "^14.17.0 || ^16.13.0 || >=18.0.0"
-      }
-    },
     "node_modules/accepts": {
       "version": "1.3.8",
       "resolved": "https://registry.npmjs.org/accepts/-/accepts-1.3.8.tgz",
@@ -19861,6 +19793,7 @@
       "version": "10.0.1",
       "resolved": "https://registry.npmjs.org/commander/-/commander-10.0.1.tgz",
       "integrity": "sha512-y4Mg2tXshplEbSGzx7amzPwKKOCGuoSRP/CjEdwwk0FOGlUbq6lKuoyDZTNZkmxHdJtp54hdfY/JUrdL7Xfdug==",
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=14"
@@ -20063,22 +19996,6 @@
       "integrity": "sha512-1NB+BKqhtNipMsov4xI/NnhCKp9XG9NamYp5PVm9klAT0fsrNPjaFICsCFhNhwZJKNh7zB/3q8qXz0E9oaMNtQ==",
       "license": "MIT"
     },
-    "node_modules/config-chain": {
-      "version": "1.1.13",
-      "resolved": "https://registry.npmjs.org/config-chain/-/config-chain-1.1.13.tgz",
-      "integrity": "sha512-qj+f8APARXHrM0hraqXYb2/bOVSV4PvJQlNZ/DVj0QrmNM2q2euizkeuVckQ57J+W0mRH6Hvi+k50M4Jul2VRQ==",
-      "license": "MIT",
-      "dependencies": {
-        "ini": "^1.3.4",
-        "proto-list": "~1.2.1"
-      }
-    },
-    "node_modules/config-chain/node_modules/ini": {
-      "version": "1.3.8",
-      "resolved": "https://registry.npmjs.org/ini/-/ini-1.3.8.tgz",
-      "integrity": "sha512-JV/yugV2uzW5iMRSiZAyDtQd+nxtUnjeLt0acNdw98kKLrvuRVyB80tsREOE7yvGVgalhZ6RNXCmEHkUKBKxew==",
-      "license": "ISC"
-    },
     "node_modules/consola": {
       "version": "3.4.2",
       "resolved": "https://registry.npmjs.org/consola/-/consola-3.4.2.tgz",
@@ -21571,48 +21488,6 @@
         "safe-buffer": "^5.0.1"
       }
     },
-    "node_modules/editorconfig": {
-      "version": "1.0.4",
-      "resolved": "https://registry.npmjs.org/editorconfig/-/editorconfig-1.0.4.tgz",
-      "integrity": "sha512-L9Qe08KWTlqYMVvMcTIvMAdl1cDUubzRNYL+WfA4bLDMHe4nemKkpmYzkznE1FwLKu0EEmy6obgQKzMJrg4x9Q==",
-      "license": "MIT",
-      "dependencies": {
-        "@one-ini/wasm": "0.1.1",
-        "commander": "^10.0.0",
-        "minimatch": "9.0.1",
-        "semver": "^7.5.3"
-      },
-      "bin": {
-        "editorconfig": "bin/editorconfig"
-      },
-      "engines": {
-        "node": ">=14"
-      }
-    },
-    "node_modules/editorconfig/node_modules/brace-expansion": {
-      "version": "2.0.2",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-2.0.2.tgz",
-      "integrity": "sha512-Jt0vHyM+jmUBqojB7E1NIYadt0vI0Qxjxd2TErW94wDz+E2LAm5vKMXXwg6ZZBTHPuUlDgQHKXvjGBdfcF1ZDQ==",
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^1.0.0"
-      }
-    },
-    "node_modules/editorconfig/node_modules/minimatch": {
-      "version": "9.0.1",
-      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-9.0.1.tgz",
-      "integrity": "sha512-0jWhJpD/MdhPXwPuiRkCbfYfSKp2qnn2eOc279qI7f+osl/l+prKSrvhg157zSYvx/1nmgn2NqdT6k2Z7zSH9w==",
-      "license": "ISC",
-      "dependencies": {
-        "brace-expansion": "^2.0.1"
-      },
-      "engines": {
-        "node": ">=16 || 14 >=14.17"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/isaacs"
-      }
-    },
     "node_modules/ee-first": {
       "version": "1.1.1",
       "resolved": "https://registry.npmjs.org/ee-first/-/ee-first-1.1.1.tgz",
@@ -26314,117 +26189,6 @@
         "node": ">=10"
       }
     },
-    "node_modules/js-beautify": {
-      "version": "1.15.4",
-      "resolved": "https://registry.npmjs.org/js-beautify/-/js-beautify-1.15.4.tgz",
-      "integrity": "sha512-9/KXeZUKKJwqCXUdBxFJ3vPh467OCckSBmYDwSK/EtV090K+iMJ7zx2S3HLVDIWFQdqMIsZWbnaGiba18aWhaA==",
-      "license": "MIT",
-      "dependencies": {
-        "config-chain": "^1.1.13",
-        "editorconfig": "^1.0.4",
-        "glob": "^10.4.2",
-        "js-cookie": "^3.0.5",
-        "nopt": "^7.2.1"
-      },
-      "bin": {
-        "css-beautify": "js/bin/css-beautify.js",
-        "html-beautify": "js/bin/html-beautify.js",
-        "js-beautify": "js/bin/js-beautify.js"
-      },
-      "engines": {
-        "node": ">=14"
-      }
-    },
-    "node_modules/js-beautify/node_modules/brace-expansion": {
-      "version": "2.0.2",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-2.0.2.tgz",
-      "integrity": "sha512-Jt0vHyM+jmUBqojB7E1NIYadt0vI0Qxjxd2TErW94wDz+E2LAm5vKMXXwg6ZZBTHPuUlDgQHKXvjGBdfcF1ZDQ==",
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^1.0.0"
-      }
-    },
-    "node_modules/js-beautify/node_modules/glob": {
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+      "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-4.0.3.tgz",
+      "integrity": "sha512-Qgzu8kfBvo+cA4962jnP1KkS6Dop5NS6g7R5LFYJr4b8Ub94PPQXUksCw9PvXoeXPRRddRNC5C1JQUR2SMGtnA==",
+      "license": "MIT",
+      "dependencies": {
+        "readdirp": "^4.0.1"
+      },
+      "engines": {
+        "node": ">= 14.16.0"
+      },
+      "funding": {
+        "url": "https://paulmillr.com/funding/"
+      }
+    },
+    "packages/email/node_modules/commander": {
+      "version": "13.1.0",
+      "resolved": "https://registry.npmjs.org/commander/-/commander-13.1.0.tgz",
+      "integrity": "sha512-/rFeCpNJQbhSZjGVwO9RFV3xPqbnERS8MmIQzCtD/zl6gpJuV/bMLuN92oG3F7d8oDEHHRrujSXNUr8fpjntKw==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "packages/email/node_modules/emoji-regex": {
+      "version": "10.6.0",
+      "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-10.6.0.tgz",
+      "integrity": "sha512-toUI84YS5YmxW219erniWD0CIVOo46xGKColeNQRgOzDorgBi1v4D71/OFzgD9GO2UGKIv1C3Sp8DAn0+j5w7A==",
+      "license": "MIT"
+    },
+    "packages/email/node_modules/is-interactive": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/is-interactive/-/is-interactive-2.0.0.tgz",
+      "integrity": "sha512-qP1vozQRI+BMOPcjFzrjXuQvdak2pHNUMZoeG2eRbiSqyvbEf/wQtEOTOX1guk6E3t36RkaqiSt8A/6YElNxLQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/is-unicode-supported": {
+      "version": "2.1.0",
+      "resolved": "https://registry.npmjs.org/is-unicode-supported/-/is-unicode-supported-2.1.0.tgz",
+      "integrity": "sha512-mE00Gnza5EEB3Ds0HfMyllZzbBrmLOX3vfWoj9A9PEnTfratQ/BcaJOuMhnkhjXvb2+FkY3VuHqtAGpTPmglFQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/jiti": {
+      "version": "2.4.2",
+      "resolved": "https://registry.npmjs.org/jiti/-/jiti-2.4.2.tgz",
+      "integrity": "sha512-rg9zJN+G4n2nfJl5MW3BMygZX56zKPNVEYYqq7adpmMh4Jn2QNEwhvQlFy6jPVdcod7txZtKHWnyZiA3a0zP7A==",
+      "license": "MIT",
+      "bin": {
+        "jiti": "lib/jiti-cli.mjs"
+      }
+    },
+    "packages/email/node_modules/log-symbols": {
+      "version": "7.0.1",
+      "resolved": "https://registry.npmjs.org/log-symbols/-/log-symbols-7.0.1.tgz",
+      "integrity": "sha512-ja1E3yCr9i/0hmBVaM0bfwDjnGy8I/s6PP4DFp+yP+a+mrHO4Rm7DtmnqROTUkHIkqffC84YY7AeqX6oFk0WFg==",
+      "license": "MIT",
+      "dependencies": {
+        "is-unicode-supported": "^2.0.0",
+        "yoctocolors": "^2.1.1"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/mime-db": {
+      "version": "1.54.0",
+      "resolved": "https://registry.npmjs.org/mime-db/-/mime-db-1.54.0.tgz",
+      "integrity": "sha512-aU5EJuIN2WDemCcAp2vFBfp/m4EAhWJnUNSSw0ixs7/kXbd6Pg64EmwJkNdFhB8aWt1sH2CTXrLxo/iAGV3oPQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.6"
+      }
+    },
+    "packages/email/node_modules/mime-types": {
+      "version": "3.0.2",
+      "resolved": "https://registry.npmjs.org/mime-types/-/mime-types-3.0.2.tgz",
+      "integrity": "sha512-Lbgzdk0h4juoQ9fCKXW4by0UJqj+nOOrI9MJ1sSj4nI8aI2eo1qmvQEie4VD1glsS250n15LsWsYtCugiStS5A==",
+      "license": "MIT",
+      "dependencies": {
+        "mime-db": "^1.54.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "type": "opencollective",
+        "url": "https://opencollective.com/express"
+      }
+    },
+    "packages/email/node_modules/ora": {
+      "version": "8.2.0",
+      "resolved": "https://registry.npmjs.org/ora/-/ora-8.2.0.tgz",
+      "integrity": "sha512-weP+BZ8MVNnlCm8c0Qdc1WSWq4Qn7I+9CJGm7Qali6g44e/PUzbjNqJX5NJ9ljlNMosfJvg1fKEGILklK9cwnw==",
+      "license": "MIT",
+      "dependencies": {
+        "chalk": "^5.3.0",
+        "cli-cursor": "^5.0.0",
+        "cli-spinners": "^2.9.2",
+        "is-interactive": "^2.0.0",
+        "is-unicode-supported": "^2.0.0",
+        "log-symbols": "^6.0.0",
+        "stdin-discarder": "^0.2.2",
+        "string-width": "^7.2.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/ora/node_modules/log-symbols": {
+      "version": "6.0.0",
+      "resolved": "https://registry.npmjs.org/log-symbols/-/log-symbols-6.0.0.tgz",
+      "integrity": "sha512-i24m8rpwhmPIS4zscNzK6MSEhk0DUWa/8iYQWxhffV8jkI4Phvs3F+quL5xvS0gdQR0FyTCMMH33Y78dDTzzIw==",
+      "license": "MIT",
+      "dependencies": {
+        "chalk": "^5.3.0",
+        "is-unicode-supported": "^1.3.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/ora/node_modules/log-symbols/node_modules/is-unicode-supported": {
+      "version": "1.3.0",
+      "resolved": "https://registry.npmjs.org/is-unicode-supported/-/is-unicode-supported-1.3.0.tgz",
+      "integrity": "sha512-43r2mRvz+8JRIKnWJ+3j8JtjRKZ6GmjzfaE/qiBJnikNnYv/6bagRJ1kUhNk8R5EX/GkobD+r+sfxCPJsiKBLQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/react-email": {
+      "version": "5.0.6",
+      "resolved": "https://registry.npmjs.org/react-email/-/react-email-5.0.6.tgz",
+      "integrity": "sha512-DEGzWpEiC3CquPEaaEJuipNT3WZ9mK58rbkpOe4Slbgyf60PLa1wONnt5a3afbBBRbNdW2aYhIvVI41yS6UIRA==",
+      "license": "MIT",
+      "dependencies": {
+        "@babel/parser": "^7.27.0",
+        "@babel/traverse": "^7.27.0",
+        "chokidar": "^4.0.3",
+        "commander": "^13.0.0",
+        "conf": "^15.0.2",
+        "debounce": "^2.0.0",
+        "esbuild": "^0.25.0",
+        "glob": "^11.0.0",
+        "jiti": "2.4.2",
+        "log-symbols": "^7.0.0",
+        "mime-types": "^3.0.0",
+        "normalize-path": "^3.0.0",
+        "nypm": "0.6.0",
+        "ora": "^8.0.0",
+        "prompts": "2.4.2",
+        "socket.io": "^4.8.1",
+        "tsconfig-paths": "4.2.0"
+      },
+      "bin": {
+        "email": "dist/index.js"
+      },
+      "engines": {
+        "node": ">=20.0.0"
+      }
+    },
+    "packages/email/node_modules/readdirp": {
+      "version": "4.1.2",
+      "resolved": "https://registry.npmjs.org/readdirp/-/readdirp-4.1.2.tgz",
+      "integrity": "sha512-GDhwkLfywWL2s6vEjyhri+eXmfH6j1L7JE27WhqLeYzoh/A3DBaYGEj2H/HFZCn/kMfim73FXxEJTw06WtxQwg==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 14.18.0"
+      },
+      "funding": {
+        "type": "individual",
+        "url": "https://paulmillr.com/funding/"
+      }
+    },
+    "packages/email/node_modules/string-width": {
+      "version": "7.2.0",
+      "resolved": "https://registry.npmjs.org/string-width/-/string-width-7.2.0.tgz",
+      "integrity": "sha512-tsaTIkKW9b4N+AEj+SVA+WhJzV7/zMhcSu78mLKWSk7cXMOSHsBKFWUs0fWwq8QyK3MgJBQRX6Gbi4kYbdvGkQ==",
+      "license": "MIT",
+      "dependencies": {
+        "emoji-regex": "^10.3.0",
+        "get-east-asian-width": "^1.0.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/strip-ansi": {
+      "version": "7.1.2",
+      "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-7.1.2.tgz",
+      "integrity": "sha512-gmBGslpoQJtgnMAvOVqGZpEz9dyoKTCzy2nfz/n8aIFhN/jCE/rCmcxabB6jOOHV+0WNnylOxaxBQPSvcWklhA==",
+      "license": "MIT",
+      "dependencies": {
+        "ansi-regex": "^6.0.1"
+      },
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/strip-ansi?sponsor=1"
+      }
+    },
+    "packages/email/node_modules/tsconfig-paths": {
+      "version": "4.2.0",
+      "resolved": "https://registry.npmjs.org/tsconfig-paths/-/tsconfig-paths-4.2.0.tgz",
+      "integrity": "sha512-NoZ4roiN7LnbKn9QqE1amc9DJfzvZXxF4xDavcOWt1BPkdx+m+0gJuPM+S0vCe7zTJMYUP0R8pO2XMr+Y8oLIg==",
+      "license": "MIT",
+      "dependencies": {
+        "json5": "^2.2.2",
+        "minimist": "^1.2.6",
+        "strip-bom": "^3.0.0"
+      },
+      "engines": {
+        "node": ">=6"
       }
     },
     "packages/eslint-config": {

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.2.4",
+  "version": "2.2.7",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",

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 });

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

@@ -5,6 +5,7 @@ import { seedTeamEmailVerification } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
+import { openDropdownMenu } from '../fixtures/generic';
 
 test('[TEAMS]: send team email request', async ({ page }) => {
   const { user, team } = await seedUser();
@@ -54,8 +55,13 @@ test('[TEAMS]: delete team email', async ({ page }) => {
     redirectPath: `/t/${team.url}/settings`,
   });
 
-  await page.locator('section div').filter({ hasText: 'Team email' }).getByRole('button').click();
+  const settingsBtn = page
+    .locator('section div')
+    .filter({ hasText: 'Team email' })
+    .getByRole('button');
+  await openDropdownMenu(page, settingsBtn);
 
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Remove' }).click();
 

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

@@ -296,7 +296,13 @@ test.describe('AutoSave Fields Step', () => {
         ['SIGNATURE', 'TEXT'].toSorted(),
       );
 
-      const textField = fields[1];
+      const textField = fields.find((field) => field.type === 'TEXT');
+      expect(textField).toBeDefined();
+
+      if (!textField) {
+        throw new Error('No text field');
+      }
+
       expect(textField.fieldMeta).toBeDefined();
 
       if (

packages/app-tests/e2e/templates/manage-templates.spec.ts

@@ -5,6 +5,7 @@ import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 
 import { apiSignin } from '../fixtures/authentication';
+import { openDropdownMenu } from '../fixtures/generic';
 
 test('[TEMPLATES]: view templates', async ({ page }) => {
   const { team, owner, organisation } = await seedTeam({
@@ -71,13 +72,14 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
   });
 
   for (const template of ['Team template 1', 'Team template 2']) {
-    await page
+    const actionBtn = page
       .getByRole('row', { name: template })
       .getByRole('cell', { name: 'Use Template' })
       .getByRole('button')
-      .nth(1)
-      .click();
+      .nth(1);
+    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();
     await expect(page.getByText('Template deleted').first()).toBeVisible();
@@ -110,7 +112,9 @@ test('[TEMPLATES]: duplicate template', async ({ page }) => {
   });
 
   // Duplicate team template.
-  await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+  const actionBtn = page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1);
+  await openDropdownMenu(page, actionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Duplicate' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Duplicate' }).click();
   await page.getByRole('button', { name: 'Duplicate' }).click();
   await expect(page.getByText('Template duplicated').first()).toBeVisible();

packages/app-tests/e2e/user/password.spec.ts

@@ -3,7 +3,7 @@ import { type Page, expect, test } from '@playwright/test';
 import { prisma } from '@documenso/prisma';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { apiSignin, apiSignout, checkSessionValid } from '../fixtures/authentication';
 
 test.use({ storageState: { cookies: [], origins: [] } });
 
@@ -17,6 +17,7 @@ test('[USER] can reset password via forgot password', async ({ page }: { page: P
 
   await page.goto('http://localhost:3000/signin');
   await page.getByRole('link', { name: 'Forgot your password?' }).click();
+  await expect(page).toHaveURL('http://localhost:3000/forgot-password');
 
   await page.getByRole('textbox', { name: 'Email' }).click();
   await page.getByRole('textbox', { name: 'Email' }).fill(user.email);
@@ -24,7 +25,9 @@ test('[USER] can reset password via forgot password', async ({ page }: { page: P
   await expect(page.getByRole('button', { name: 'Reset Password' })).toBeEnabled();
   await page.getByRole('button', { name: 'Reset Password' }).click();
 
-  await expect(page.locator('body')).toContainText('Reset email sent', { timeout: 10000 });
+  await expect(page.locator('body')).toContainText('Reset email sent', {
+    timeout: 10000,
+  });
 
   const foundToken = await prisma.passwordResetToken.findFirstOrThrow({
     where: {
@@ -109,3 +112,116 @@ test('[USER] can reset password via user settings', async ({ page }: { page: Pag
   await page.waitForURL('/settings/profile');
   await expect(page).toHaveURL('/settings/profile');
 });
+
+test('[USER] password reset invalidates all sessions', async ({ page }: { page: Page }) => {
+  const oldPassword = 'Test123!';
+  const newPassword = 'Test124!';
+
+  const { user } = await seedUser({
+    password: oldPassword,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    password: oldPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  expect(await checkSessionValid(page)).toBe(true);
+
+  const initialCookies = await page.context().cookies();
+
+  await page.context().clearCookies();
+
+  await page.goto('http://localhost:3000/signin');
+  await page.getByRole('link', { name: 'Forgot your password?' }).click();
+  await expect(page).toHaveURL('http://localhost:3000/forgot-password');
+  await page.getByRole('textbox', { name: 'Email' }).fill(user.email);
+  await page.getByRole('button', { name: 'Reset Password' }).click();
+  await expect(page.locator('body')).toContainText('Reset email sent', {
+    timeout: 10000,
+  });
+
+  const foundToken = await prisma.passwordResetToken.findFirstOrThrow({
+    where: { userId: user.id },
+  });
+
+  await page.goto(`http://localhost:3000/reset-password/${foundToken.token}`);
+  await page.getByLabel('Password', { exact: true }).fill(newPassword);
+  await page.getByLabel('Repeat Password').fill(newPassword);
+  await page.getByRole('button', { name: 'Reset Password' }).click();
+  await expect(page.locator('body')).toContainText('Your password has been updated successfully.');
+
+  await page.context().addCookies(initialCookies);
+
+  await page.goto('http://localhost:3000/settings/profile');
+  await expect(page).toHaveURL('http://localhost:3000/signin');
+
+  expect(await checkSessionValid(page)).toBe(false);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    password: newPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  await page.waitForURL('/settings/profile');
+  expect(await checkSessionValid(page)).toBe(true);
+});
+
+test('[USER] password update invalidates other sessions but keeps current', async ({
+  page,
+}: {
+  page: Page;
+}) => {
+  const oldPassword = 'Test123!';
+  const newPassword = 'Test124!';
+
+  const { user } = await seedUser({
+    password: oldPassword,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    password: oldPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  expect(await checkSessionValid(page)).toBe(true);
+
+  const initialCookies = await page.context().cookies();
+
+  await page.context().clearCookies();
+  await apiSignin({
+    page,
+    email: user.email,
+    password: oldPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  expect(await checkSessionValid(page)).toBe(true);
+
+  await page.goto('http://localhost:3000/settings/security');
+  await page.getByLabel('Current password').fill(oldPassword);
+  await page.getByLabel('New password').fill(newPassword);
+  await page.getByLabel('Repeat password').fill(newPassword);
+  await page.getByRole('button', { name: 'Update password' }).click();
+  await expect(page.locator('body')).toContainText('Password updated');
+
+  const finalCookies = await page.context().cookies();
+
+  await page.context().clearCookies();
+  await page.context().addCookies(initialCookies);
+  await page.goto('http://localhost:3000/settings/profile');
+  await expect(page).toHaveURL('http://localhost:3000/signin');
+  expect(await checkSessionValid(page)).toBe(false);
+
+  await page.context().clearCookies();
+  await page.context().addCookies(finalCookies);
+  await page.goto('http://localhost:3000/settings/security');
+  await expect(page).toHaveURL('http://localhost:3000/settings/security');
+  expect(await checkSessionValid(page)).toBe(true);
+});

packages/app-tests/e2e/webhooks/webhooks-crud.spec.ts

@@ -7,7 +7,7 @@ import { seedBlankDocument } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { expectTextToBeVisible } from '../fixtures/generic';
+import { expectTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 /**
  * Helper function to seed a webhook directly in the database for testing.
@@ -147,9 +147,11 @@ test('[WEBHOOKS]: delete webhook', async ({ page }) => {
 
   // Find the row with the webhook and click the action dropdown
   const webhookRow = page.locator('tr', { hasText: webhookUrl });
-  await webhookRow.getByTestId('webhook-table-action-btn').click();
+  const actionBtn = webhookRow.getByTestId('webhook-table-action-btn');
+  await openDropdownMenu(page, actionBtn);
 
   // Click Delete menu item
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
 
   // Fill in confirmation field
@@ -196,9 +198,11 @@ test('[WEBHOOKS]: update webhook', async ({ page }) => {
 
   // Find the row with the webhook and click the action dropdown
   const webhookRow = page.locator('tr', { hasText: originalWebhookUrl });
-  await webhookRow.getByTestId('webhook-table-action-btn').click();
+  const actionBtn = webhookRow.getByTestId('webhook-table-action-btn');
+  await openDropdownMenu(page, actionBtn);
 
   // Click Edit menu item
+  await expect(page.getByRole('menuitem', { name: 'Edit' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Edit' }).click();
 
   // Wait for dialog to open

packages/app-tests/package.json

@@ -7,7 +7,7 @@
   "scripts": {
     "test:dev": "NODE_OPTIONS=--experimental-require-module playwright test",
     "test-ui:dev": "NODE_OPTIONS=--experimental-require-module playwright test --ui",
-    "test:e2e": "NODE_OPTIONS=--experimental-require-module NODE_ENV=test start-server-and-test \"npm run start -w @documenso/remix\" http://localhost:3000 \"playwright test $E2E_TEST_PATH\""
+    "test:e2e": "NODE_OPTIONS=--experimental-require-module NODE_ENV=test NEXT_PRIVATE_LOGGER_FILE_PATH=./logs.json start-server-and-test \"npm run start -w @documenso/remix\" http://localhost:3000 \"playwright test $E2E_TEST_PATH\""
   },
   "keywords": [],
   "author": "",

packages/app-tests/playwright.config.ts

@@ -1,7 +1,21 @@
 import { defineConfig, devices } from '@playwright/test';
 import dotenv from 'dotenv';
+import os from 'os';
 import path from 'path';
 
+function calculateWorkers() {
+  const total = os.cpus().length;
+
+  // Reserve 2 cores for the system
+  const usable = Math.max(total - 2, 1);
+
+  // 1 worker per 2 cores, minimum 1
+  const workers = Math.max(Math.floor(usable / 2), 1);
+
+  // Max 6 workers
+  return Math.min(workers, 6);
+}
+
 const ENV_FILES = ['.env', '.env.local', `.env.${process.env.NODE_ENV || 'development'}`];
 
 ENV_FILES.forEach((file) => {
@@ -15,9 +29,8 @@ ENV_FILES.forEach((file) => {
  */
 export default defineConfig({
   testDir: './e2e',
-  /* Run tests in files in parallel */
-  fullyParallel: false,
-  workers: 2,
+  fullyParallel: true,
+  workers: 10, // See Projects where 10 is utilized for API tests. We're not running 10 workers for UI tests.
   maxFailures: process.env.CI ? 1 : undefined,
   /* Fail the build on CI if you accidentally left test.only in the source code. */
   forbidOnly: !!process.env.CI,
@@ -31,25 +44,54 @@ export default defineConfig({
     baseURL: 'http://localhost:3000',
 
     /* Collect trace when retrying the failed test. See https://playwright.dev/docs/trace-viewer */
-    trace: 'on',
-
-    video: 'on-first-retry',
+    trace: 'retain-on-failure',
+    video: 'retain-on-failure',
 
     /* Add explicit timeouts for actions */
     actionTimeout: 15_000,
     navigationTimeout: 30_000,
+
+    contextOptions: {
+      reducedMotion: 'reduce',
+    },
+
+    /* Disable animations via cookie for more stable tests */
+    storageState: {
+      cookies: [
+        {
+          name: '__disable_animations',
+          value: 'true',
+          domain: 'localhost',
+          path: '/',
+          expires: -1,
+          httpOnly: false,
+          secure: false,
+          sameSite: 'Lax' as const,
+        },
+      ],
+      origins: [],
+    },
   },
 
   timeout: 60_000,
 
   /* Configure projects for major browsers */
   projects: [
+    // API Tests e2e/api/**/*.spec.ts
     {
-      name: 'chromium',
+      name: 'api',
+      testMatch: /e2e\/api\/.*\.spec\.ts/,
+      workers: 10, // Limited by DB connections before it gets flakey.
+    },
+    // Run UI Tests
+    {
+      name: 'ui',
+      testMatch: /e2e\/(?!api\/).*\.spec\.ts/,
       use: {
         ...devices['Desktop Chrome'],
         viewport: { width: 1920, height: 1200 },
       },
+      workers: calculateWorkers(),
     },
 
     // {

packages/auth/server/index.ts

@@ -81,6 +81,7 @@ auth.onError((err, c) => {
   }
 
   // Handle other errors
+  console.error('Unknown Error:', err);
   return c.json(
     {
       code: AppErrorCode.UNKNOWN_ERROR,

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

@@ -24,6 +24,7 @@ import { env } from '@documenso/lib/utils/env';
 import { prisma } from '@documenso/prisma';
 
 import { AuthenticationErrorCode } from '../lib/errors/error-codes';
+import { invalidateSessions } from '../lib/session/session';
 import { getCsrfCookie } from '../lib/session/session-cookies';
 import { onAuthorize } from '../lib/utils/authorizer';
 import { getSession } from '../lib/utils/get-session';
@@ -170,15 +171,38 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
     const { password, currentPassword } = c.req.valid('json');
     const requestMetadata = c.get('requestMetadata');
 
-    const session = await getSession(c);
+    const { session, user } = await getSession(c);
 
     await updatePassword({
-      userId: session.user.id,
+      userId: user.id,
       password,
       currentPassword,
       requestMetadata,
     });
 
+    const userSessionIds = await prisma.session
+      .findMany({
+        where: {
+          userId: user.id satisfies number, // Incase we pass undefined somehow.
+          id: {
+            not: session.id,
+          },
+        },
+        select: {
+          id: true,
+        },
+      })
+      .then((sessions) => sessions.map((s) => s.id));
+
+    if (userSessionIds.length > 0) {
+      await invalidateSessions({
+        userId: user.id,
+        sessionIds: userSessionIds,
+        metadata: requestMetadata,
+        isRevoke: true,
+      });
+    }
+
     return c.text('OK', 201);
   })
   /**
@@ -231,12 +255,33 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
 
     const requestMetadata = c.get('requestMetadata');
 
-    await resetPassword({
+    const { userId } = await resetPassword({
       token,
       password,
       requestMetadata,
     });
 
+    // Invalidate all sessions after successful password reset
+    const userSessionIds = await prisma.session
+      .findMany({
+        where: {
+          userId: userId satisfies number, // Incase we pass undefined somehow.
+        },
+        select: {
+          id: true,
+        },
+      })
+      .then((sessions) => sessions.map((session) => session.id));
+
+    if (userSessionIds.length > 0) {
+      await invalidateSessions({
+        userId,
+        sessionIds: userSessionIds,
+        metadata: requestMetadata,
+        isRevoke: true,
+      });
+    }
+
     return c.text('OK', 201);
   })
   /**

packages/email/package.json

@@ -32,17 +32,17 @@
     "@react-email/img": "0.0.11",
     "@react-email/link": "0.0.12",
     "@react-email/preview": "0.0.13",
-    "@react-email/render": "0.0.17",
+    "@react-email/render": "2.0.0",
     "@react-email/row": "0.0.12",
     "@react-email/section": "0.0.16",
     "@react-email/tailwind": "^2.0.1",
     "@react-email/text": "0.1.5",
     "nodemailer": "^7.0.10",
-    "react-email": "^5.0.4",
+    "react-email": "^5.0.6",
     "resend": "^6.5.2"
   },
   "devDependencies": {
     "@documenso/tsconfig": "*",
-    "@types/nodemailer": "^6.4.21"
+    "@types/nodemailer": "^7.0.4"
   }
-}
+}

packages/email/render.tsx

@@ -15,7 +15,7 @@ export type RenderOptions = ReactEmail.Options & {
 // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
 const colors = (config.theme?.extend?.colors || {}) as Record<string, string>;
 
-export const render = (element: React.ReactNode, options?: RenderOptions) => {
+export const render = async (element: React.ReactNode, options?: RenderOptions) => {
   const { branding, ...otherOptions } = options ?? {};
 
   return ReactEmail.render(
@@ -36,7 +36,7 @@ export const render = (element: React.ReactNode, options?: RenderOptions) => {
   );
 };
 
-export const renderWithI18N = (element: React.ReactNode, options?: RenderOptions) => {
+export const renderWithI18N = async (element: React.ReactNode, options?: RenderOptions) => {
   const { branding, i18n, ...otherOptions } = options ?? {};
 
   if (!i18n) {
@@ -62,24 +62,3 @@ export const renderWithI18N = (element: React.ReactNode, options?: RenderOptions
     otherOptions,
   );
 };
-
-export const renderAsync = async (element: React.ReactNode, options?: RenderOptions) => {
-  const { branding, ...otherOptions } = options ?? {};
-
-  return await ReactEmail.renderAsync(
-    <BrandingProvider branding={branding}>
-      <Tailwind
-        config={{
-          theme: {
-            extend: {
-              colors,
-            },
-          },
-        }}
-      >
-        {element}
-      </Tailwind>
-    </BrandingProvider>,
-    otherOptions,
-  );
-};

packages/email/template-components/template-footer.tsx

@@ -17,8 +17,9 @@ export const TemplateFooter = ({ isDocument = true }: TemplateFooterProps) => {
           <Trans>
             This document was sent using{' '}
             <Link className="text-[#7AC455]" href="https://documen.so/mail-footer">
-              Documenso.
+              Documenso
             </Link>
+            .
           </Trans>
         </Text>
       )}

packages/email/templates/confirm-team-email.tsx

@@ -106,7 +106,7 @@ export const ConfirmTeamEmailTemplate = ({
                 <Text className="mt-2 text-sm">
                   <Trans>
                     You can revoke access at any time in your team settings on Documenso{' '}
-                    <Link href={`${baseUrl}/settings/teams`}>here.</Link>
+                    <Link href={`${baseUrl}/settings/teams`}>here</Link>.
                   </Trans>
                 </Text>
               </Section>

packages/email/templates/reset-password.tsx

@@ -73,8 +73,9 @@ export const ResetPasswordTemplate = ({
                   Didn't request a password change? We are here to help you secure your account,
                   just{' '}
                   <Link className="text-documenso-700 font-normal" href="mailto:hi@documenso.com">
-                    contact us.
+                    contact us
                   </Link>
+                  .
                 </Trans>
               </Text>
             </Section>

packages/lib/jobs/client/local.ts

@@ -63,6 +63,7 @@ export class LocalJobProvider extends BaseJobProvider {
           jobId: pendingJob.id,
           jobDefinitionId: pendingJob.jobId,
           data: options,
+          isRetry: false,
         });
       }),
     );
@@ -198,6 +199,7 @@ export class LocalJobProvider extends BaseJobProvider {
           jobId,
           jobDefinitionId: backgroundJob.jobId,
           data: options,
+          isRetry: true,
         });
       }
 

packages/lib/jobs/definitions/emails/send-document-cancelled-emails.handler.ts

@@ -5,6 +5,7 @@ import { EnvelopeType, ReadStatus, SendStatus, SigningStatus } from '@prisma/cli
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -77,7 +78,8 @@ export const run = async ({
   const recipientsToNotify = envelope.recipients.filter(
     (recipient) =>
       (recipient.sendStatus === SendStatus.SENT || recipient.readStatus === ReadStatus.OPENED) &&
-      recipient.signingStatus !== SigningStatus.REJECTED,
+      recipient.signingStatus !== SigningStatus.REJECTED &&
+      isRecipientEmailValidForSending(recipient),
   );
 
   await io.runTask('send-cancellation-emails', async () => {

packages/lib/jobs/definitions/emails/send-recipient-signed-email.handler.ts

@@ -12,6 +12,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
 import { getEmailContext } from '../../../server-only/email/get-email-context';
 import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
 import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../../utils/recipients';
 import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
 import type { JobRunIO } from '../../client/_internal/job';
 import type { TSendRecipientSignedEmailJobDefinition } from './send-recipient-signed-email';
@@ -79,8 +80,8 @@ export const run = async ({
 
   const recipientReference = recipientName || recipientEmail;
 
-  // Don't send notification if the owner is the one who signed
-  if (owner.email === recipientEmail) {
+  // Don't send notification if the owner is the one who signed.
+  if (owner.email === recipientEmail || !isRecipientEmailValidForSending(recipient)) {
     return;
   }
 

packages/lib/jobs/definitions/emails/send-rejection-emails.handler.ts

@@ -6,6 +6,7 @@ import { EnvelopeType, SendStatus, SigningStatus } from '@prisma/client';
 import { mailer } from '@documenso/email/mailer';
 import DocumentRejectedEmail from '@documenso/email/templates/document-rejected';
 import DocumentRejectionConfirmedEmail from '@documenso/email/templates/document-rejection-confirmed';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -85,36 +86,38 @@ export const run = async ({
   const i18n = await getI18nInstance(emailLanguage);
 
   // Send confirmation email to the recipient who rejected
-  await io.runTask('send-rejection-confirmation-email', async () => {
-    const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
-      recipientName: recipient.name,
-      documentName: envelope.title,
-      documentOwnerName: envelope.user.name || envelope.user.email,
-      reason: recipient.rejectionReason || '',
-      assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
-    });
+  if (isRecipientEmailValidForSending(recipient)) {
+    await io.runTask('send-rejection-confirmation-email', async () => {
+      const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
+        recipientName: recipient.name,
+        documentName: envelope.title,
+        documentOwnerName: envelope.user.name || envelope.user.email,
+        reason: recipient.rejectionReason || '',
+        assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
+      });
 
-    const [html, text] = await Promise.all([
-      renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
-      renderEmailWithI18N(recipientTemplate, {
-        lang: emailLanguage,
-        branding,
-        plainText: true,
-      }),
-    ]);
+      const [html, text] = await Promise.all([
+        renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
+        renderEmailWithI18N(recipientTemplate, {
+          lang: emailLanguage,
+          branding,
+          plainText: true,
+        }),
+      ]);
 
-    await mailer.sendMail({
-      to: {
-        name: recipient.name,
-        address: recipient.email,
-      },
-      from: senderEmail,
-      replyTo: replyToEmail,
-      subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
-      html,
-      text,
+      await mailer.sendMail({
+        to: {
+          name: recipient.name,
+          address: recipient.email,
+        },
+        from: senderEmail,
+        replyTo: replyToEmail,
+        subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
+        html,
+        text,
+      });
     });
-  });
+  }
 
   // Send notification email to document owner
   await io.runTask('send-owner-notification-email', async () => {

packages/lib/jobs/definitions/emails/send-signing-email.handler.ts

@@ -12,6 +12,7 @@ import {
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentInviteEmailTemplate from '@documenso/email/templates/document-invite';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -177,31 +178,33 @@ export const run = async ({
     includeSenderDetails: settings.includeSenderDetails,
   });
 
-  await io.runTask('send-signing-email', async () => {
-    const [html, text] = await Promise.all([
-      renderEmailWithI18N(template, { lang: emailLanguage, branding }),
-      renderEmailWithI18N(template, {
-        lang: emailLanguage,
-        branding,
-        plainText: true,
-      }),
-    ]);
+  if (isRecipientEmailValidForSending(recipient)) {
+    await io.runTask('send-signing-email', async () => {
+      const [html, text] = await Promise.all([
+        renderEmailWithI18N(template, { lang: emailLanguage, branding }),
+        renderEmailWithI18N(template, {
+          lang: emailLanguage,
+          branding,
+          plainText: true,
+        }),
+      ]);
 
-    await mailer.sendMail({
-      to: {
-        name: recipient.name,
-        address: recipient.email,
-      },
-      from: senderEmail,
-      replyTo: replyToEmail,
-      subject: renderCustomEmailTemplate(
-        documentMeta?.subject || emailSubject,
-        customEmailTemplate,
-      ),
-      html,
-      text,
+      await mailer.sendMail({
+        to: {
+          name: recipient.name,
+          address: recipient.email,
+        },
+        from: senderEmail,
+        replyTo: replyToEmail,
+        subject: renderCustomEmailTemplate(
+          documentMeta?.subject || emailSubject,
+          customEmailTemplate,
+        ),
+        html,
+        text,
+      });
     });
-  });
+  }
 
   await io.runTask('update-recipient', async () => {
     await prisma.recipient.update({

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

@@ -92,9 +92,23 @@ export const run = async ({
       teamId: envelope.teamId,
     });
 
+    // Ensure all CC recipients are marked as signed
+    await prisma.recipient.updateMany({
+      where: {
+        envelopeId: envelope.id,
+        role: RecipientRole.CC,
+      },
+      data: {
+        signingStatus: SigningStatus.SIGNED,
+      },
+    });
+
     const isComplete =
       envelope.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
-      envelope.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
+      envelope.recipients.every(
+        (recipient) =>
+          recipient.signingStatus === SigningStatus.SIGNED || recipient.role === RecipientRole.CC,
+      );
 
     if (!isComplete) {
       throw new AppError(AppErrorCode.UNKNOWN_ERROR, {

packages/lib/server-only/2fa/email/send-2fa-token-email.ts

@@ -5,6 +5,7 @@ import { EnvelopeType } from '@prisma/client';
 
 import { mailer } from '@documenso/email/mailer';
 import { AccessAuth2FAEmailTemplate } from '@documenso/email/templates/access-auth-2fa';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -69,6 +70,12 @@ export const send2FATokenEmail = async ({ token, envelopeId }: Send2FATokenEmail
     });
   }
 
+  if (!isRecipientEmailValidForSending(recipient)) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Recipient is missing email address',
+    });
+  }
+
   const twoFactorTokenToken = await generateTwoFactorTokenFromEmail({
     envelopeId,
     email: recipient.email,

packages/lib/server-only/admin/admin-super-delete-document.ts

@@ -14,6 +14,7 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -64,14 +65,18 @@ export const adminSuperDeleteDocument = async ({
     envelope.documentMeta,
   ).documentDeleted;
 
+  const recipientsToNotify = envelope.recipients.filter((recipient) =>
+    isRecipientEmailValidForSending(recipient),
+  );
+
   // if the document is pending, send cancellation emails to all recipients
   if (
     status === DocumentStatus.PENDING &&
-    envelope.recipients.length > 0 &&
+    recipientsToNotify.length > 0 &&
     isDocumentDeletedEmailEnabled
   ) {
     await Promise.all(
-      envelope.recipients.map(async (recipient) => {
+      recipientsToNotify.map(async (recipient) => {
         if (recipient.sendStatus !== SendStatus.SENT) {
           return;
         }