feat: allow adding audit logs to compeleted document

## Demo

![CleanShot 2025-03-04 at 02 17
47](https://github.com/user-attachments/assets/2cffaee3-9933-49e9-bdab-eadfd4c35030)

---------

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

.env.example

@@ -1,5 +1,4 @@
 # [[AUTH]]
-NEXTAUTH_URL="http://localhost:3000"
 NEXTAUTH_SECRET="secret"
 
 # [[CRYPTO]]
@@ -19,14 +18,10 @@ NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""
 NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
 NEXT_PRIVATE_OIDC_PROVIDER_LABEL="OIDC"
-# This can be used to still allow signups for OIDC connections
-# when signup is disabled via `NEXT_PUBLIC_DISABLE_SIGNUP`
-NEXT_PRIVATE_OIDC_ALLOW_SIGNUP=""
 NEXT_PRIVATE_OIDC_SKIP_VERIFY=""
 
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
-NEXT_PUBLIC_MARKETING_URL="http://localhost:3001"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
@@ -113,13 +108,9 @@ NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
 # [[STRIPE]]
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
-NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID=
 
 # [[BACKGROUND JOBS]]
 NEXT_PRIVATE_JOBS_PROVIDER="local"
-NEXT_PRIVATE_TRIGGER_API_KEY=
-NEXT_PRIVATE_TRIGGER_API_URL=
 NEXT_PRIVATE_INNGEST_EVENT_KEY=
 
 # [[FEATURES]]
@@ -135,10 +126,5 @@ E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
 E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 
-# This is only required for the marketing site
-# [[REDIS]]
-NEXT_PRIVATE_REDIS_URL=
-NEXT_PRIVATE_REDIS_TOKEN=
-
 # [[LOGGER]]
 NEXT_PRIVATE_LOGGER_HONEY_BADGER_API_KEY=

.github/actions/cache-build/action.yml

@@ -1,23 +0,0 @@
-name: Cache production build binaries
-description: 'Cache or restore if necessary'
-inputs:
-  node_version:
-    required: false
-    default: v20.x
-runs:
-  using: 'composite'
-  steps:
-    - name: Cache production build
-      uses: actions/cache@v3
-      id: production-build-cache
-      with:
-        path: |
-          ${{ github.workspace }}/apps/web/.next
-          **/.turbo/**
-          **/dist/**
-
-        key: prod-build-${{ github.run_id }}-${{ hashFiles('package-lock.json') }}
-        restore-keys: prod-build-
-
-    - run: npm run build
-      shell: bash

.github/actions/node-install/action.yml

@@ -2,7 +2,7 @@ name: 'Setup node and cache node_modules'
 inputs:
   node_version:
     required: false
-    default: v20.x
+    default: v22.x
 
 runs:
   using: 'composite'

.github/workflows/ci.yml

@@ -26,7 +26,8 @@ jobs:
       - name: Copy env
         run: cp .env.example .env
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
 
   build_docker:
     name: Build Docker Image

.github/workflows/clean-cache.yml

@@ -1,29 +0,0 @@
-name: cleanup caches by a branch
-on:
-  pull_request:
-    types:
-      - closed
-
-jobs:
-  cleanup:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Cleanup
-        run: |
-          gh extension install actions/gh-actions-cache
-
-          echo "Fetching list of cache key"
-          cacheKeysForPR=$(gh actions-cache list -R $REPO -B $BRANCH -L 100 | cut -f 1 )
-
-          ## Setting this to not fail the workflow while deleting cache keys. 
-          set +e
-          echo "Deleting caches..."
-          for cacheKey in $cacheKeysForPR
-          do
-              gh actions-cache delete $cacheKey -R $REPO -B $BRANCH --confirm
-          done
-          echo "Done"
-        env:
-          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-          REPO: ${{ github.repository }}
-          BRANCH: refs/pull/${{ github.event.pull_request.number }}/merge

.github/workflows/codeql-analysis.yml

@@ -10,7 +10,7 @@ on:
 jobs:
   analyze:
     name: Analyze
-    runs-on: ubuntu-22.04
+    runs-on: ubuntu-latest
     permissions:
       actions: read
       contents: read
@@ -30,7 +30,8 @@ jobs:
 
       - uses: ./.github/actions/node-install
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
 
       - name: Initialize CodeQL
         uses: github/codeql-action/init@v3

.github/workflows/e2e-tests.yml

@@ -1,7 +1,7 @@
 name: Playwright Tests
 on:
   push:
-    branches: ['main']
+    branches: ['main', 'feat/rr7']
   pull_request:
     branches: ['main']
 jobs:
@@ -28,7 +28,11 @@ jobs:
       - name: Seed the database
         run: npm run prisma:seed
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
+
+      - name: Install playwright browsers
+        run: npx playwright install --with-deps
 
       - name: Run Playwright tests
         run: npm run ci

.gitpod.yml

@@ -4,9 +4,7 @@ tasks:
       npm run dx:up &&
       cp .env.example .env &&
       set -a; source .env &&
-      export NEXTAUTH_URL="$(gp url 3000)" &&
       export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
-      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
     command: npm run d
 
 ports:

.husky/commit-msg

@@ -1,4 +1 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 npm run commitlint -- $1

.husky/pre-commit

@@ -1,15 +1,9 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
 MONOREPO_ROOT="$(readlink -f "$SCRIPT_DIR/../")"
 
-echo "Copying pdf.js"
-npm run copy:pdfjs --workspace apps/**
-
 echo "Copying .well-known/ contents"
 node "$MONOREPO_ROOT/scripts/copy-wellknown.cjs"
 
-git add "$MONOREPO_ROOT/apps/web/public/"
+git add "$MONOREPO_ROOT/apps/remix/public/"
 
 npx lint-staged

README.md

@@ -1,7 +1,3 @@
-> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="documen.so/sign-everywhere">The Platform Plan</a>!
-
-<a href="https://www.producthunt.com/posts/documenso-platform-plan?embed=true&utm_source=badge-featured&utm_medium=badge&utm_souce=badge-documenso&#0045;platform&#0045;plan" target="_blank"><img src="https://api.producthunt.com/widgets/embed-image/v1/featured.svg?post_id=670576&theme=light" alt="Documenso&#0032;Platform&#0032;Plan - Whitelabeled&#0032;signing&#0032;flows&#0032;in&#0032;your&#0032;product | Product Hunt" style="width: 250px; height: 54px;" width="250" height="54" /></a>
-
 <img src="https://github.com/documenso/documenso/assets/13398220/a643571f-0239-46a6-a73e-6bef38d1228b" alt="Documenso Logo">
 
 <p align="center" style="margin-top: 20px">
@@ -73,9 +69,9 @@ Contact us if you are interested in our Enterprise plan for large organizations
 <a href="https://cal.com/timurercan/enterprise-customers?utm_source=banner&utm_campaign=oss"><img alt="Book us with Cal.com" src="https://cal.com/book-with-cal-dark.svg" /></a>
 
 ## Tech Stack
+
 <p align="left">
   <a href="https://www.typescriptlang.org"><img src="https://shields.io/badge/TypeScript-3178C6?logo=TypeScript&logoColor=FFF&style=flat-square" alt="TypeScript"></a>
-  <a href="https://nextjs.org/"><img src="https://img.shields.io/badge/next.js-000000?style=flat-square&logo=nextdotjs&logoColor=white" alt="NextJS"></a>
   <a href="https://prisma.io"><img width="122" height="20" src="http://made-with.prisma.io/indigo.svg" alt="Made with Prisma" /></a>
   <a href="https://tailwindcss.com/"><img src="https://img.shields.io/badge/tailwindcss-0F172A?&logo=tailwindcss" alt="Tailwind CSS"></a>
   <a href=""><img src="" alt=""></a>
@@ -85,20 +81,17 @@ Contact us if you are interested in our Enterprise plan for large organizations
   <a href=""><img src="" alt=""></a>
 </p>
 
-
 - [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
-- [Prisma](https://www.prisma.io/)  - ORM
+- [ReactRouter](https://reactrouter.com/) - Framework
+- [Prisma](https://www.prisma.io/) - ORM
 - [Tailwind](https://tailwindcss.com/) - CSS
 - [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
 - [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
 - [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
 - [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
-- [Vercel](https://vercel.com) - Hosting
 
 <!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
 
@@ -108,7 +101,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
 
 To run Documenso locally, you will need
 
-- Node.js (v18 or above)
+- Node.js (v22 or above)
 - Postgres SQL Database
 - Docker (optional)
 
@@ -171,10 +164,8 @@ git clone https://github.com/<your-username>/documenso
 
 4. Set the following environment variables:
 
-   - NEXTAUTH_URL
    - NEXTAUTH_SECRET
    - NEXT_PUBLIC_WEBAPP_URL
-   - NEXT_PUBLIC_MARKETING_URL
    - NEXT_PRIVATE_DATABASE_URL
    - NEXT_PRIVATE_DIRECT_DATABASE_URL
    - NEXT_PRIVATE_SMTP_FROM_NAME
@@ -243,16 +234,14 @@ cp .env.example .env
 
 The following environment variables must be set:
 
-- `NEXTAUTH_URL`
 - `NEXTAUTH_SECRET`
 - `NEXT_PUBLIC_WEBAPP_URL`
-- `NEXT_PUBLIC_MARKETING_URL`
 - `NEXT_PRIVATE_DATABASE_URL`
 - `NEXT_PRIVATE_DIRECT_DATABASE_URL`
 - `NEXT_PRIVATE_SMTP_FROM_NAME`
 - `NEXT_PRIVATE_SMTP_FROM_ADDRESS`
 
-> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for both `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
+> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for the `NEXT_PUBLIC_WEBAPP_URL` variable!
 
 Now you can install the dependencies and build it:
 

apps/documentation/components/call-to-action.tsx

@@ -1,7 +1,7 @@
-import { Link } from 'react-router';
+import Link from 'next/link';
 
-import { Button } from '../primitives/button';
-import { Card, CardContent } from '../primitives/card';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
 
 type CallToActionProps = {
   className?: string;
@@ -25,7 +25,7 @@ export const CallToAction = ({ className, utmSource = 'generic-cta' }: CallToAct
           size="lg"
           asChild
         >
-          <Link to={`https://app.documenso.com/signup?utm_source=${utmSource}`} target="_blank">
+          <Link href={`https://app.documenso.com/signup?utm_source=${utmSource}`} target="_blank">
             Get started
           </Link>
         </Button>

apps/documentation/package.json

@@ -7,8 +7,7 @@
     "build": "next build",
     "start": "next start -p 3002",
     "lint:fix": "next lint --fix",
-    "clean": "rimraf .next && rimraf node_modules",
-    "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
+    "clean": "rimraf .next && rimraf node_modules"
   },
   "dependencies": {
     "@documenso/assets": "*",

apps/documentation/pages/developers/_meta.json

@@ -14,4 +14,4 @@
   "public-api": "Public API",
   "embedding": "Embedding",
   "webhooks": "Webhooks"
-}
+}

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

@@ -6,5 +6,6 @@
   "solid": "Solid Integration",
   "preact": "Preact Integration",
   "angular": "Angular Integration",
-  "css-variables": "CSS Variables"
-}
+  "css-variables": "CSS Variables",
+  "authoring": "Authoring"
+}

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

@@ -0,0 +1,167 @@
+---
+title: Authoring
+description: Learn how to use embedded authoring to create documents and templates in your application
+---
+
+# Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
+
+## How Embedded Authoring Works
+
+The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
+
+## Creating Documents with Embedded Authoring
+
+To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
+
+```jsx
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+const DocumentCreator = () => {
+  // You'll need to obtain a presign token using your API key
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          console.log('Document created with ID:', data.documentId);
+          console.log('External reference ID:', data.externalId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Obtaining a Presign Token
+
+Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
+
+You can create a presign token by making a request to:
+
+```
+POST /api/v2-beta/embedding/create-presign-token
+```
+
+This API endpoint requires authentication with your Documenso API key. The token has a default expiration of 1 hour, but you can customize this duration based on your security requirements.
+
+You can find more details on this request at our [API Documentation](https://openapi.documenso.com/reference#tag/embedding)
+
+## Configuration Options
+
+The `EmbedCreateDocument` component accepts several configuration options:
+
+| Option             | Type    | Description                                                        |
+| ------------------ | ------- | ------------------------------------------------------------------ |
+| `presignToken`     | string  | **Required**. The authentication token for the embedding session.  |
+| `externalId`       | string  | Optional reference ID from your system to link with the document.  |
+| `host`             | string  | Optional custom host URL. Defaults to `https://app.documenso.com`. |
+| `css`              | string  | Optional custom CSS to style the embedded component.               |
+| `cssVars`          | object  | Optional CSS variables for colors, spacing, and more.              |
+| `darkModeDisabled` | boolean | Optional flag to disable dark mode.                                |
+| `className`        | string  | Optional CSS class name for the iframe.                            |
+
+## Feature Toggles
+
+You can customize the authoring experience by enabling or disabling specific features:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  features={{
+    allowConfigureSignatureTypes: true,
+    allowConfigureLanguage: true,
+    allowConfigureDateFormat: true,
+    allowConfigureTimezone: true,
+    allowConfigureRedirectUrl: true,
+    allowConfigureCommunication: true,
+  }}
+/>
+```
+
+## Handling Document Creation Events
+
+The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  externalId="order-12345"
+  onDocumentCreated={(data) => {
+    // Navigate to a success page
+    navigate(`/documents/success?id=${data.documentId}`);
+
+    // Or update your database with the document ID
+    updateOrderDocument(data.externalId, data.documentId);
+  }}
+/>
+```
+
+## Styling the Embedded Component
+
+You can customize the appearance of the embedded component using standard CSS classes:
+
+```jsx
+<EmbedCreateDocument
+  className="h-screen w-full rounded-lg border-none shadow-md"
+  presignToken="YOUR_PRESIGN_TOKEN"
+  css={`
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+    }
+  `}
+  cssVars={{
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  }}
+/>
+```
+
+## Complete Integration Example
+
+Here's a complete example of integrating document creation in a React application:
+
+```tsx
+import { useState } from 'react';
+
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+function DocumentCreator() {
+  // In a real application, you would fetch this token from your backend
+  // using your API key at /api/v2-beta/embedding/create-presign-token
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const [documentId, setDocumentId] = useState<number | null>(null);
+
+  if (documentId) {
+    return (
+      <div>
+        <h2>Document Created Successfully!</h2>
+        <p>Document ID: {documentId}</p>
+        <button onClick={() => setDocumentId(null)}>Create Another Document</button>
+      </div>
+    );
+  }
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          setDocumentId(data.documentId);
+        }}
+      />
+    </div>
+  );
+}
+
+export default DocumentCreator;
+```
+
+With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.

apps/documentation/pages/developers/embedding/css-variables.mdx

@@ -111,6 +111,83 @@ The colors will be automatically converted to the appropriate format internally.
 
 4. **Consistent Radius**: Use a consistent border radius value that matches your application's design system.
 
+## CSS Class Targets
+
+In addition to CSS variables, specific components in the embedded experience can be targeted using CSS classes for more granular styling:
+
+### Component Classes
+
+| Class Name                        | Description                                                             |
+| --------------------------------- | ----------------------------------------------------------------------- |
+| `.embed--Root`                    | Main container for the embedded signing experience                      |
+| `.embed--DocumentContainer`       | Container for the document and signing widget                           |
+| `.embed--DocumentViewer`          | Container for the document viewer                                       |
+| `.embed--DocumentWidget`          | The signing widget container                                            |
+| `.embed--DocumentWidgetContainer` | Outer container for the signing widget, handles positioning             |
+| `.embed--DocumentWidgetHeader`    | Header section of the signing widget                                    |
+| `.embed--DocumentWidgetContent`   | Main content area of the signing widget                                 |
+| `.embed--DocumentWidgetForm`      | Form section within the signing widget                                  |
+| `.embed--DocumentWidgetFooter`    | Footer section of the signing widget                                    |
+| `.embed--WaitingForTurn`          | Container for the waiting screen when it's not the user's turn to sign  |
+| `.embed--DocumentCompleted`       | Container for the completion screen after signing                       |
+| `.field--FieldRootContainer`      | Base container for document fields (signatures, text, checkboxes, etc.) |
+
+Field components also expose several data attributes that can be used for styling different states:
+
+| Data Attribute      | Values                                         | Description                          |
+| ------------------- | ---------------------------------------------- | ------------------------------------ |
+| `[data-field-type]` | `SIGNATURE`, `TEXT`, `CHECKBOX`, `RADIO`, etc. | The type of field                    |
+| `[data-inserted]`   | `true`, `false`                                | Whether the field has been filled    |
+| `[data-validate]`   | `true`, `false`                                | Whether the field is being validated |
+
+### Field Styling Example
+
+```css
+/* Style all field containers */
+.field--FieldRootContainer {
+  transition: all 200ms ease;
+}
+
+/* Style specific field types */
+.field--FieldRootContainer[data-field-type='SIGNATURE'] {
+  background-color: rgba(0, 0, 0, 0.02);
+}
+
+/* Style inserted fields */
+.field--FieldRootContainer[data-inserted='true'] {
+  background-color: var(--primary);
+  opacity: 0.2;
+}
+
+/* Style fields being validated */
+.field--FieldRootContainer[data-validate='true'] {
+  border-color: orange;
+}
+```
+
+### Example Usage
+
+```css
+/* Custom styles for the document widget */
+.embed--DocumentWidget {
+  background-color: #ffffff;
+  box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1);
+}
+
+/* Custom styles for the waiting screen */
+.embed--WaitingForTurn {
+  background-color: #f9fafb;
+  padding: 2rem;
+}
+
+/* Responsive adjustments for the document container */
+@media (min-width: 768px) {
+  .embed--DocumentContainer {
+    gap: 2rem;
+  }
+}
+```
+
 ## Related
 
 - [React Integration](/developers/embedding/react)

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

@@ -52,9 +52,9 @@ Platform customers have access to advanced styling options to customize the embe
 <EmbedDirectTemplate
   token={token}
   cssVars={{
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   }}
 />
 ```
@@ -169,6 +169,19 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 
 If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
 
+## Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports **embedded authoring**, allowing your users to create documents and templates directly within your application.
+
+With embedded authoring, you can:
+
+- Create new documents with custom fields
+- Configure document properties and settings
+- Set up recipients and signing workflows
+- Customize the authoring experience
+
+For detailed implementation instructions and code examples, see our [Embedded Authoring](/developers/embedding/authoring) guide.
+
 ## Related
 
 - [React Integration](/developers/embedding/react)
@@ -178,3 +191,4 @@ If you're using **web components**, the integration process is slightly differen
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
 - [CSS Variables](/developers/embedding/css-variables)
+- [Embedded Authoring](/developers/embedding/authoring)

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

@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 
   return (

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

@@ -99,9 +99,9 @@ const MyEmbeddingComponent = () => {
       `}
       // CSS Variables
       cssVars={{
-        colorPrimary: '#0000FF',
-        colorBackground: '#F5F5F5',
-        borderRadius: '8px',
+        primary: '#0000FF',
+        background: '#F5F5F5',
+        radius: '8px',
       }}
       // Dark Mode Control
       darkModeDisabled={true}

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

@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 
   return (

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

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 </script>
 

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

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
   }
 `;
   const cssVars = {
-    colorPrimary: '#0000FF',
-    colorBackground: '#F5F5F5',
-    borderRadius: '8px',
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
   };
 </script>
 

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

@@ -16,18 +16,16 @@ Pick the one that fits your needs the best.
 ## Tech Stack
 
 - [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
+- [React Router](https://reactrouter.com/) - Framework
 - [Prisma](https://www.prisma.io/) - ORM
 - [Tailwind](https://tailwindcss.com/) - CSS
 - [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
 - [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
 - [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
 - [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
-- [Vercel](https://vercel.com) - Hosting
 
 <div className="mt-16 flex items-center justify-center gap-4">
   <a href="https://documen.so/discord">

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

@@ -32,10 +32,8 @@ Run `npm i` in the root directory to install the dependencies required for the p
 Set up the following environment variables in the `.env` file:
 
 ```bash
-NEXTAUTH_URL
 NEXTAUTH_SECRET
 NEXT_PUBLIC_WEBAPP_URL
-NEXT_PUBLIC_MARKETING_URL
 NEXT_PRIVATE_DATABASE_URL
 NEXT_PRIVATE_DIRECT_DATABASE_URL
 NEXT_PRIVATE_SMTP_FROM_NAME

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

@@ -13,35 +13,13 @@ Documenso uses the following stack to handle translations:
 
 Additional reading can be found in the [Lingui documentation](https://lingui.dev/introduction).
 
-## Requirements
-
-You **must** insert **`setupI18nSSR()`** when creating any of the following files:
-
-- Server layout.tsx
-- Server page.tsx
-- Server loading.tsx
-
-Server meaning it does not have `'use client'` in it.
-
-```tsx
-import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
-
-export default function SomePage() {
-  setupI18nSSR(); // Required if there are translations within the page, or nested in components.
-
-  // Rest of code...
-}
-```
-
-Additional information can be found [here.](https://lingui.dev/tutorials/react-rsc#pages-layouts-and-lingui)
-
 ## Quick guide
 
 If you require more in-depth information, please see the [Lingui documentation](https://lingui.dev/introduction).
 
 ### HTML
 
-Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/macro** (not @lingui/react).
+Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/react/macro**.
 
 ```html
 <h1>
@@ -64,8 +42,9 @@ For text that is broken into elements, but represent a whole sentence, you must
 ### Constants outside of react components
 
 ```tsx
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
 // Wrap text in msg`text to translate` when it's in a constant here, or another file/package.
 export const CONSTANT_WITH_MSG = {
@@ -98,31 +77,13 @@ Lingui provides a Plural component to make it easy. See full documentation [here
 
 Lingui provides a [DateTime instance](https://lingui.dev/ref/core#i18n.date) with the configured locale.
 
-#### Server components
-
-Note that the i18n instance is coming from **setupI18nSSR**.
-
 ```tsx
 import { Trans } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
 
 export const SomeComponent = () => {
-  const { i18n } = setupI18nSSR();
+  const { i18n } = useLingui();
 
   return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
 };
 ```
-
-#### Client components
-
-Note that the i18n instance is coming from the **import**.
-
-```tsx
-import { i18n } from '@lingui/core';
-import { Trans } from '@lingui/macro';
-import { useLingui } from '@lingui/react';
-
-export const SomeComponent = () => {
-  return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
-};
-```

apps/documentation/pages/developers/public-api/index.mdx

@@ -3,6 +3,8 @@ title: Public API
 description: Learn how to interact with your documents programmatically using the Documenso public API.
 ---
 
+import { Callout, Steps } from 'nextra/components';
+
 # Public API
 
 Documenso provides a public REST API enabling you to interact with your documents programmatically. The API exposes various HTTP endpoints that allow you to perform operations such as:
@@ -13,10 +15,35 @@ Documenso provides a public REST API enabling you to interact with your document
 
 The documentation walks you through creating API keys and using them to authenticate your API requests. You'll also learn about the available endpoints, request and response formats, and how to use the API.
 
-## Swagger Documentation
+## API V1 - Stable
 
-The [Swagger documentation](https://app.documenso.com/api/v1/openapi) also provides information about the API endpoints, request parameters, response formats, and authentication methods.
+Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+## API V2 - Beta
+
+<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
+
+Check out the [API V2 documentation](https://documen.so/api-v2-docs) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+Our new API V2 supports the following typed SDKs:
+
+- [TypeScript](https://github.com/documenso/sdk-typescript)
+- [Python](https://github.com/documenso/sdk-python)
+- [Go](https://github.com/documenso/sdk-go)
+
+<Callout type="info">
+  For the staging API, please use the following base URL:
+  `https://stg-app.documenso.dev/api/v2-beta/`
+</Callout>
+
+🚀 [V2 Announcement](https://documen.so/sdk-blog)
+
+📖 [Documentation](https://documen.so/api-v2-docs)
+
+💬 [Leave Feedback](https://documen.so/sdk-feedback)
+
+🔔 [Breaking Changes](https://documen.so/sdk-breaking)
 
 ## Availability
 
-The API is available to individual users and teams.
+The API is available to individual users, teams and higher plans. [Fair Use](https://documen.so/fair) applies.

apps/documentation/pages/developers/public-api/reference.mdx

@@ -532,3 +532,93 @@ Replace the `text` value with the corresponding field type:
 - For the `SELECT` field it should be `select`. (check this before merge)
 
 You must pass this property at all times, even if you don't need to set any other properties. If you don't, the endpoint will throw an error.
+
+## Pre-fill Fields On Document Creation
+
+The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
+
+To pre-fill a field, you need to make a `POST` request to the `/api/v1/templates/{templateId}/generate-document` endpoint with the field information. Here's an example:
+
+```json
+{
+  "title": "my-document.pdf",
+  "recipients": [
+    {
+      "id": 3,
+      "name": "Example User",
+      "email": "example@documenso.com",
+      "signingOrder": 1,
+      "role": "SIGNER"
+    }
+  ],
+  "prefillFields": [
+    {
+      "id": 21,
+      "type": "text",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "my-value"
+    },
+    {
+      "id": 22,
+      "type": "number",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "123"
+    },
+    {
+      "id": 23,
+      "type": "checkbox",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": ["option-1", "option-2"]
+    }
+  ]
+}
+```
+
+Check out the endpoint in the [API V1 documentation](https://app.documenso.com/api/v1/openapi#:~:text=/%7BtemplateId%7D/-,generate,-%2Ddocument).
+
+### API V2
+
+For API V2, you need to make a `POST` request to the `/api/v2-beta/template/use` endpoint with the field(s) information. Here's an example:
+
+```json
+{
+  "templateId": 111,
+  "recipients": [
+    {
+      "id": 3,
+      "name": "Example User",
+      "email": "example@documenso.com",
+      "signingOrder": 1,
+      "role": "SIGNER"
+    }
+  ],
+  "prefillFields": [
+    {
+      "id": 21,
+      "type": "text",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "my-value"
+    },
+    {
+      "id": 22,
+      "type": "number",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "123"
+    },
+    {
+      "id": 23,
+      "type": "checkbox",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": ["option-1", "option-2"]
+    }
+  ]
+}
+```
+
+Check out the endpoint in the [API V2 documentation](https://openapi.documenso.com/reference#tag/template/POST/template/use).

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

@@ -5,7 +5,7 @@ description: Learn how to self-host Documenso on your server or cloud infrastruc
 
 import { Callout, Steps } from 'nextra/components';
 
-import { CallToAction } from '@documenso/ui/components/call-to-action';
+import { CallToAction } from '../../../components/call-to-action';
 
 # Self Hosting
 
@@ -35,10 +35,8 @@ cp .env.example .env
 Open the `.env` file and fill in the following variables:
 
 ```bash
-- NEXTAUTH_URL
 - NEXTAUTH_SECRET
 - NEXT_PUBLIC_WEBAPP_URL
-- NEXT_PUBLIC_MARKETING_URL
 - NEXT_PRIVATE_DATABASE_URL
 - NEXT_PRIVATE_DIRECT_DATABASE_URL
 - NEXT_PRIVATE_SMTP_FROM_NAME
@@ -46,8 +44,8 @@ Open the `.env` file and fill in the following variables:
 ```
 
 <Callout type="info">
-  If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for both
-  the `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
+  If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for the
+  `NEXT_PUBLIC_WEBAPP_URL` variable!
 </Callout>
 
 ### Install the Dependencies
@@ -171,7 +169,6 @@ Run the Docker container with the required environment variables:
 ```bash
 docker run -d \
  -p 3000:3000 \
- -e NEXTAUTH_URL="<your-nextauth-url>"
  -e NEXTAUTH_SECRET="<your-nextauth-secret>"
  -e NEXT_PRIVATE_ENCRYPTION_KEY="<your-next-private-encryption-key>"
  -e NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-next-private-encryption-secondary-key>"
@@ -200,7 +197,6 @@ The environment variables listed above are a subset of those available for confi
 | Variable                                     | Description                                                                                         |
 | -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
 | `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                            |
-| `NEXTAUTH_URL`                               | The URL for the NextAuth.js authentication service.                                                 |
 | `NEXTAUTH_SECRET`                            | The secret key used by NextAuth.js for encryption and signing.                                      |
 | `NEXT_PRIVATE_ENCRYPTION_KEY`                | The primary encryption key for symmetric encryption and decryption (at least 32 characters).        |
 | `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY`      | The secondary encryption key for symmetric encryption and decryption (at least 32 characters).      |

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

@@ -3,7 +3,7 @@ title: Getting Started with Self-Hosting
 description: A step-by-step guide to setting up and hosting your own Documenso instance.
 ---
 
-import { CallToAction } from '@documenso/ui/components/call-to-action';
+import { CallToAction } from '../../../components/call-to-action';
 
 # Getting Started with Self-Hosting
 

apps/documentation/pages/developers/webhooks.mdx

@@ -21,6 +21,7 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 - `document.signed`
 - `document.completed`
 - `document.rejected`
+- `document.cancelled`
 
 ## Create a webhook subscription
 
@@ -37,7 +38,7 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
 To create a new webhook subscription, you need to provide the following information:
 
 - Enter the webhook URL that will receive the event payload.
-- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`.
+- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
 - Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
 
 ![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
@@ -528,6 +529,96 @@ Example payload for the `document.rejected` event:
 }
 ```
 
+Example payload for the `document.rejected` event:
+
+```json
+{
+  "event": "DOCUMENT_CANCELLED",
+  "payload": {
+    "id": 7,
+    "externalId": null,
+    "userId": 3,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "cm6exvn93006hi02ru90a265a",
+    "createdAt": "2025-01-27T11:02:14.393Z",
+    "updatedAt": "2025-01-27T11:03:16.387Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "cm6exvn96006ji02rqvzjvwoy",
+      "subject": "",
+      "message": "",
+      "timezone": "Etc/UTC",
+      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
+      "redirectUrl": "",
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": {
+        "documentDeleted": true,
+        "documentPending": true,
+        "recipientSigned": true,
+        "recipientRemoved": true,
+        "documentCompleted": true,
+        "ownerDocumentCompleted": true,
+        "recipientSigningRequest": true
+      }
+    },
+    "recipients": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "mybirihix@mailinator.com",
+        "name": "Zorita Baird",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ],
+    "Recipient": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2025-01-27T11:03:27.730Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
 ## Availability
 
 Webhooks are available to individual users and teams.

apps/documentation/pages/users/signing-documents/index.mdx

@@ -85,12 +85,13 @@ You can also set the recipient's role, which determines their actions and permis
 
 Documenso has 4 roles for recipients with different permissions and actions.
 
-|   Role   |                                    Function                                     | Action required | Signature |
-| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
-|  Signer  |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
-| Approver |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
-|  Viewer  |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
-|   BCC    | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
+|   Role    |                                    Function                                     | Action required | Signature |
+| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
+|  Signer   |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
+| Approver  |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
+|  Viewer   |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
+| Assistant | Can help prepare the document by filling in fields on behalf of other signers.  |       Yes       |    No     |
+|    CC     | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
 
 ### Fields
 

apps/documentation/providers/plausible.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import React from 'react';
 
 import NextPlausibleProvider from 'next-plausible';

apps/openpage-api/lib/add-zero-month.ts

@@ -0,0 +1,54 @@
+import { DateTime } from 'luxon';
+
+export interface TransformedData {
+  labels: string[];
+  datasets: Array<{
+    label: string;
+    data: number[];
+  }>;
+}
+
+export function addZeroMonth(transformedData: TransformedData): TransformedData {
+  const result = {
+    labels: [...transformedData.labels],
+    datasets: transformedData.datasets.map((dataset) => ({
+      label: dataset.label,
+      data: [...dataset.data],
+    })),
+  };
+
+  if (result.labels.length === 0) {
+    return result;
+  }
+
+  if (result.datasets.every((dataset) => dataset.data[0] === 0)) {
+    return result;
+  }
+
+  try {
+    let firstMonth = DateTime.fromFormat(result.labels[0], 'MMM yyyy');
+    if (!firstMonth.isValid) {
+      const formats = ['MMM yyyy', 'MMMM yyyy', 'MM/yyyy', 'yyyy-MM'];
+
+      for (const format of formats) {
+        firstMonth = DateTime.fromFormat(result.labels[0], format);
+        if (firstMonth.isValid) break;
+      }
+
+      if (!firstMonth.isValid) {
+        console.warn(`Could not parse date: "${result.labels[0]}"`);
+        return transformedData;
+      }
+    }
+
+    const zeroMonth = firstMonth.minus({ months: 1 }).toFormat('MMM yyyy');
+    result.labels.unshift(zeroMonth);
+    result.datasets.forEach((dataset) => {
+      dataset.data.unshift(0);
+    });
+
+    return result;
+  } catch (error) {
+    return transformedData;
+  }
+}

apps/openpage-api/lib/growth/get-monthly-completed-document.ts

@@ -1,7 +1,9 @@
+import { DocumentStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
-import { DocumentStatus } from '@documenso/prisma/client';
+
+import { addZeroMonth } from '../add-zero-month';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
@@ -35,7 +37,7 @@ export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative'
     ],
   };
 
-  return transformedData;
+  return addZeroMonth(transformedData);
 };
 
 export type GetCompletedDocumentsMonthlyResult = Awaited<

apps/openpage-api/lib/growth/get-signer-conversion.ts

@@ -2,6 +2,8 @@ import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
 
+import { addZeroMonth } from '../add-zero-month';
+
 export const getSignerConversionMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
     .selectFrom('Recipient')
@@ -34,7 +36,7 @@ export const getSignerConversionMonthly = async (type: 'count' | 'cumulative' =
     ],
   };
 
-  return transformedData;
+  return addZeroMonth(transformedData);
 };
 
 export type GetSignerConversionMonthlyResult = Awaited<

apps/openpage-api/lib/growth/get-user-monthly-growth.ts

@@ -2,6 +2,8 @@ import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
 
+import { addZeroMonth } from '../add-zero-month';
+
 export const getUserMonthlyGrowth = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
     .selectFrom('User')
@@ -32,7 +34,7 @@ export const getUserMonthlyGrowth = async (type: 'count' | 'cumulative' = 'count
     ],
   };
 
-  return transformedData;
+  return addZeroMonth(transformedData);
 };
 
 export type GetUserMonthlyGrowthResult = Awaited<ReturnType<typeof getUserMonthlyGrowth>>;

apps/openpage-api/lib/transform-data.ts

@@ -1,5 +1,7 @@
 import { DateTime } from 'luxon';
 
+import { addZeroMonth } from './add-zero-month';
+
 type MetricKeys = {
   stars: number;
   forks: number;
@@ -37,31 +39,77 @@ export function transformData({
   data: DataEntry;
   metric: MetricKey;
 }): TransformData {
-  const sortedEntries = Object.entries(data).sort(([dateA], [dateB]) => {
-    const [yearA, monthA] = dateA.split('-').map(Number);
-    const [yearB, monthB] = dateB.split('-').map(Number);
+  try {
+    if (!data || Object.keys(data).length === 0) {
+      return {
+        labels: [],
+        datasets: [{ label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`, data: [] }],
+      };
+    }
 
-    return DateTime.local(yearA, monthA).toMillis() - DateTime.local(yearB, monthB).toMillis();
-  });
+    const sortedEntries = Object.entries(data).sort(([dateA], [dateB]) => {
+      try {
+        const [yearA, monthA] = dateA.split('-').map(Number);
+        const [yearB, monthB] = dateB.split('-').map(Number);
 
-  const labels = sortedEntries.map(([date]) => {
-    const [year, month] = date.split('-');
-    const dateTime = DateTime.fromObject({
-      year: Number(year),
-      month: Number(month),
+        if (isNaN(yearA) || isNaN(monthA) || isNaN(yearB) || isNaN(monthB)) {
+          console.warn(`Invalid date format: ${dateA} or ${dateB}`);
+          return 0;
+        }
+
+        return DateTime.local(yearA, monthA).toMillis() - DateTime.local(yearB, monthB).toMillis();
+      } catch (error) {
+        console.error('Error sorting entries:', error);
+        return 0;
+      }
     });
-    return dateTime.toFormat('MMM yyyy');
-  });
 
-  return {
-    labels,
-    datasets: [
-      {
-        label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`,
-        data: sortedEntries.map(([_, stats]) => stats[metric]),
-      },
-    ],
-  };
+    const labels = sortedEntries.map(([date]) => {
+      try {
+        const [year, month] = date.split('-');
+
+        if (!year || !month || isNaN(Number(year)) || isNaN(Number(month))) {
+          console.warn(`Invalid date format: ${date}`);
+          return date;
+        }
+
+        const dateTime = DateTime.fromObject({
+          year: Number(year),
+          month: Number(month),
+        });
+
+        if (!dateTime.isValid) {
+          console.warn(`Invalid DateTime object for: ${date}`);
+          return date;
+        }
+
+        return dateTime.toFormat('MMM yyyy');
+      } catch (error) {
+        console.error('Error formatting date:', error, date);
+        return date;
+      }
+    });
+
+    const transformedData = {
+      labels,
+      datasets: [
+        {
+          label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`,
+          data: sortedEntries.map(([_, stats]) => {
+            const value = stats[metric];
+            return typeof value === 'number' && !isNaN(value) ? value : 0;
+          }),
+        },
+      ],
+    };
+
+    return addZeroMonth(transformedData);
+  } catch (error) {
+    return {
+      labels: [],
+      datasets: [{ label: `Total ${FRIENDLY_METRIC_NAMES[metric]}`, data: [] }],
+    };
+  }
 }
 
 // To be on the safer side

apps/openpage-api/package.json

@@ -7,8 +7,7 @@
     "build": "next build",
     "start": "next start",
     "lint:fix": "next lint --fix",
-    "clean": "rimraf .next && rimraf node_modules",
-    "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
+    "clean": "rimraf .next && rimraf node_modules"
   },
   "dependencies": {
     "@documenso/prisma": "*",

apps/remix/.bin/build.sh

@@ -1,9 +1,18 @@
 #!/usr/bin/env bash
 
 # Exit on error.
-set -eo pipefail
+set -e
 
-cd "$(dirname "$0")/.."
+SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
+WEB_APP_DIR="$SCRIPT_DIR/.."
+
+# Store the original directory
+ORIGINAL_DIR=$(pwd)
+
+# Set up trap to ensure we return to original directory
+trap 'cd "$ORIGINAL_DIR"' EXIT
+
+cd "$WEB_APP_DIR"
 
 start_time=$(date +%s)
 
@@ -25,4 +34,4 @@ cp -r ../../packages/lib/translations build/server/hono/packages/lib/translation
 # Time taken
 end_time=$(date +%s)
 
-echo "[Build]: Done in $((end_time - start_time)) seconds"
+echo "[Build]: Done in $((end_time - start_time)) seconds"

apps/remix/.bin/stripe-dev.sh

@@ -0,0 +1,77 @@
+#!/usr/bin/env bash
+
+# Set Error handling
+set -eu
+
+SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
+WEB_APP_DIR="$SCRIPT_DIR/.."
+
+# Store the original directory
+ORIGINAL_DIR=$(pwd)
+
+# Set up trap to ensure we return to original directory
+trap 'cd "$ORIGINAL_DIR"' EXIT
+
+cd "$WEB_APP_DIR"
+
+# Define env file paths
+ENV_LOCAL_FILE="../../.env.local"
+
+# Function to load environment variable from env files
+load_env_var() {
+  local var_name=$1
+  local var_value=""
+
+  if [ -f "$ENV_LOCAL_FILE" ]; then
+    var_value=$(grep "^$var_name=" "$ENV_LOCAL_FILE" | cut -d '=' -f2)
+  fi
+
+  # Remove quotes if present
+  var_value=$(echo "$var_value" | sed 's/^"\(.*\)"$/\1/' | sed "s/^'\(.*\)'$/\1/")
+
+  echo "$var_value"
+}
+
+NEXT_PUBLIC_FEATURE_BILLING_ENABLED=$(load_env_var "NEXT_PUBLIC_FEATURE_BILLING_ENABLED")
+
+# Check if NEXT_PUBLIC_FEATURE_BILLING_ENABLED is equal to true
+if [ "$NEXT_PUBLIC_FEATURE_BILLING_ENABLED" != "true" ]; then
+  echo "[ERROR]: NEXT_PUBLIC_FEATURE_BILLING_ENABLED must be enabled."
+  exit 1
+fi
+
+# 1. Load NEXT_PRIVATE_STRIPE_API_KEY from env files
+NEXT_PRIVATE_STRIPE_API_KEY=$(load_env_var "NEXT_PRIVATE_STRIPE_API_KEY")
+
+# Check if NEXT_PRIVATE_STRIPE_API_KEY exists
+if [ -z "$NEXT_PRIVATE_STRIPE_API_KEY" ]; then
+  echo "[ERROR]: NEXT_PRIVATE_STRIPE_API_KEY not found in environment files."
+  echo "[ERROR]: Please make sure it's set in $ENV_LOCAL_FILE"
+  exit 1
+fi
+
+# 2. Check if stripe CLI is installed
+if ! command -v stripe &> /dev/null; then
+  echo "[ERROR]: Stripe CLI is not installed or not in PATH."
+  echo "[ERROR]: Please install the Stripe CLI: https://stripe.com/docs/stripe-cli"
+  exit 1
+fi
+
+# 3. Check if NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET env key exists
+NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=$(load_env_var "NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET")
+
+if [ -z "$NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET" ]; then
+  echo "╔═════════════════════════════════════════════════════════════════════╗"
+  echo "║                                                                     ║"
+  echo "║  ! WARNING: NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET MISSING !            ║"
+  echo "║                                                                     ║"
+  echo "║  Copy the webhook signing secret which will appear in the terminal  ║"
+  echo "║  soon into the env file.                                            ║"
+  echo "║                                                                     ║"
+  echo "║  The webhook secret will start with whsec_...                       ║"
+  echo "║                                                                     ║"
+  echo "╚═════════════════════════════════════════════════════════════════════╝"
+fi
+
+echo "[INFO]: Starting Stripe webhook listener..."
+stripe listen --api-key "$NEXT_PRIVATE_STRIPE_API_KEY" --forward-to http://localhost:3000/api/stripe/webhook

apps/remix/app/components/dialogs/assistant-confirmation-dialog.tsx

@@ -0,0 +1,206 @@
+import { useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
+
+export type NextSigner = {
+  name: string;
+  email: string;
+};
+
+type ConfirmationDialogProps = {
+  isOpen: boolean;
+  onClose: () => void;
+  onConfirm: (nextSigner?: NextSigner) => void;
+  hasUninsertedFields: boolean;
+  isSubmitting: boolean;
+  allowDictateNextSigner?: boolean;
+  defaultNextSigner?: NextSigner;
+};
+
+const ZNextSignerFormSchema = z.object({
+  name: z.string().min(1, 'Name is required'),
+  email: z.string().email('Invalid email address'),
+});
+
+type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
+
+export function AssistantConfirmationDialog({
+  isOpen,
+  onClose,
+  onConfirm,
+  hasUninsertedFields,
+  isSubmitting,
+  allowDictateNextSigner = false,
+  defaultNextSigner,
+}: ConfirmationDialogProps) {
+  const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
+
+  const form = useForm<TNextSignerFormSchema>({
+    resolver: zodResolver(ZNextSignerFormSchema),
+    defaultValues: {
+      name: defaultNextSigner?.name ?? '',
+      email: defaultNextSigner?.email ?? '',
+    },
+  });
+
+  const onOpenChange = () => {
+    if (isSubmitting) {
+      return;
+    }
+
+    form.reset({
+      name: defaultNextSigner?.name ?? '',
+      email: defaultNextSigner?.email ?? '',
+    });
+
+    onClose();
+  };
+
+  const handleSubmit = () => {
+    // Validate the form and submit it if dictate signer is enabled.
+    if (allowDictateNextSigner) {
+      void form.handleSubmit(onConfirm)();
+      return;
+    }
+
+    onConfirm();
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <Form {...form}>
+          <form>
+            <fieldset disabled={isSubmitting} className="border-none p-0">
+              <DialogHeader>
+                <DialogTitle>
+                  <Trans>Complete Document</Trans>
+                </DialogTitle>
+                <DialogDescription>
+                  <Trans>
+                    Are you sure you want to complete the document? This action cannot be undone.
+                    Please ensure that you have completed prefilling all relevant fields before
+                    proceeding.
+                  </Trans>
+                </DialogDescription>
+              </DialogHeader>
+
+              <div className="mt-4 flex flex-col gap-4">
+                {allowDictateNextSigner && (
+                  <div className="mt-4 flex flex-col gap-4">
+                    {!isEditingNextSigner && (
+                      <div>
+                        <p className="text-muted-foreground text-sm">
+                          The next recipient to sign this document will be{' '}
+                          <span className="font-semibold">{form.watch('name')}</span> (
+                          <span className="font-semibold">{form.watch('email')}</span>).
+                        </p>
+
+                        <Button
+                          type="button"
+                          className="mt-2"
+                          variant="outline"
+                          size="sm"
+                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
+                        >
+                          <Trans>Update Recipient</Trans>
+                        </Button>
+                      </div>
+                    )}
+
+                    {isEditingNextSigner && (
+                      <div className="flex flex-col gap-4 md:flex-row">
+                        <FormField
+                          control={form.control}
+                          name="name"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's name"
+                                />
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={form.control}
+                          name="email"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  type="email"
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's email"
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      </div>
+                    )}
+                  </div>
+                )}
+
+                <DocumentSigningDisclosure className="mt-4" />
+              </div>
+
+              <DialogFooter className="mt-4">
+                <Button type="button" variant="secondary" onClick={onClose} disabled={isSubmitting}>
+                  <Trans>Cancel</Trans>
+                </Button>
+                <Button
+                  type="button"
+                  variant={hasUninsertedFields ? 'destructive' : 'default'}
+                  disabled={isSubmitting}
+                  onClick={handleSubmit}
+                  loading={isSubmitting}
+                >
+                  {hasUninsertedFields ? <Trans>Proceed</Trans> : <Trans>Continue</Trans>}
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+}

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

@@ -4,7 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
-import { match } from 'ts-pattern';
+import { P, match } from 'ts-pattern';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
@@ -146,7 +146,7 @@ export const DocumentDeleteDialog = ({
                   </ul>
                 </AlertDescription>
               ))
-              .with(DocumentStatus.COMPLETED, () => (
+              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED), () => (
                 <AlertDescription>
                   <p>
                     <Trans>By deleting this document, the following will occur:</Trans>

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

@@ -13,7 +13,7 @@ import {
   DialogHeader,
   DialogTitle,
 } from '@documenso/ui/primitives/dialog';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
@@ -97,7 +97,7 @@ export const DocumentDuplicateDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <LazyPDFViewer key={document?.id} documentData={documentData} />
+            <PDFViewer key={document?.id} documentData={documentData} />
           </div>
         )}
 

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

@@ -37,7 +37,7 @@ export const DocumentMoveDialog = ({ documentId, open, onOpenChange }: DocumentM
 
   const [selectedTeamId, setSelectedTeamId] = useState<number | null>(null);
 
-  const { data: teams, isLoading: isLoadingTeams } = trpc.team.getTeams.useQuery();
+  const { data: teams, isPending: isLoadingTeams } = trpc.team.getTeams.useQuery();
 
   const { mutateAsync: moveDocument, isPending } = trpc.document.moveDocumentToTeam.useMutation({
     onSuccess: () => {

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

@@ -0,0 +1,216 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type DocumentMoveToFolderDialogProps = {
+  documentId: number;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveDocumentFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveDocumentFormSchema = z.infer<typeof ZMoveDocumentFormSchema>;
+
+export const DocumentMoveToFolderDialog = ({
+  documentId,
+  open,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: DocumentMoveToFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveDocumentFormSchema>({
+    resolver: zodResolver(ZMoveDocumentFormSchema),
+    defaultValues: {
+      folderId: currentFolderId,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId,
+      type: FolderType.DOCUMENT,
+    },
+    {
+      enabled: open,
+    },
+  );
+
+  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId });
+    }
+  }, [open, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveDocumentFormSchema) => {
+    try {
+      await moveDocumentToFolder({
+        documentId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Document moved`),
+        description: _(msg`The document has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${documentsPath}/f/${data.folderId}`);
+      } else {
+        void navigate(documentsPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the document to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Document to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Select a folder to move this document to.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                disabled={
+                  isFoldersLoading || form.formState.isSubmitting || currentFolderId === null
+                }
+              >
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Team } from '@prisma/client';
-import { type Document, type Recipient, SigningStatus } from '@prisma/client';
+import { type Recipient, SigningStatus } from '@prisma/client';
 import { History } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import * as z from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -43,9 +43,7 @@ import { StackAvatar } from '../general/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type DocumentResendDialogProps = {
-  document: Document & {
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  document: TDocumentRow;
   recipients: Recipient[];
 };
 

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

@@ -0,0 +1,163 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type CreateFolderDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const CreateFolderDialog = ({ trigger, ...props }: CreateFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { folderId } = useParams();
+
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.DOCUMENT,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: 'Folder created successfully',
+      });
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      void navigate(`${documentsPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: 'Failed to create folder',
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to create folder',
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your documents.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,159 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,169 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().nullable(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const FolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? null,
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId || null,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(null)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button type="submit" disabled={form.formState.isSubmitting}>
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-settings-dialog.tsx

@@ -0,0 +1,173 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type FolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const FolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility: isTeamContext
+          ? (data.visibility ?? DocumentVisibility.EVERYONE)
+          : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -119,7 +119,7 @@ export const TeamCreateDialog = ({ trigger, ...props }: TeamCreateDialogProps) =
       setOpen(true);
       updateSearchParams({ action: null });
     }
-  }, [actionSearchParam, open, setOpen, updateSearchParams]);
+  }, [actionSearchParam, open]);
 
   useEffect(() => {
     form.reset();

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

@@ -65,7 +65,7 @@ export const TeamTransferDialog = ({
   const {
     data,
     refetch: refetchTeamMembers,
-    isLoading: loadingTeamMembers,
+    isPending: loadingTeamMembers,
     isLoadingError: loadingTeamMembersError,
   } = trpc.team.getTeamMembers.useQuery({
     teamId,

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

@@ -0,0 +1,274 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { File as FileIcon, Upload, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZBulkSendFormSchema = z.object({
+  file: z.instanceof(File),
+  sendImmediately: z.boolean().default(false),
+});
+
+type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
+
+export type TemplateBulkSendDialogProps = {
+  templateId: number;
+  recipients: Array<{ email: string; name?: string | null }>;
+  trigger?: React.ReactNode;
+  onSuccess?: () => void;
+};
+
+export const TemplateBulkSendDialog = ({
+  templateId,
+  recipients,
+  trigger,
+  onSuccess,
+}: TemplateBulkSendDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TBulkSendFormSchema>({
+    resolver: zodResolver(ZBulkSendFormSchema),
+    defaultValues: {
+      sendImmediately: false,
+    },
+  });
+
+  const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
+
+  const onDownloadTemplate = () => {
+    const headers = recipients.flatMap((_, index) => [
+      `recipient_${index + 1}_email`,
+      `recipient_${index + 1}_name`,
+    ]);
+
+    const exampleRow = recipients.flatMap((recipient) => [recipient.email, recipient.name || '']);
+
+    const csv = [headers.join(','), exampleRow.join(',')].join('\n');
+    const blob = new Blob([csv], { type: 'text/csv' });
+    const url = window.URL.createObjectURL(blob);
+
+    const a = Object.assign(document.createElement('a'), {
+      href: url,
+      download: 'template.csv',
+    });
+
+    a.click();
+
+    window.URL.revokeObjectURL(url);
+  };
+
+  const onSubmit = async (values: TBulkSendFormSchema) => {
+    try {
+      const csv = await values.file.text();
+
+      await uploadBulkSend({
+        templateId,
+        teamId: team?.id,
+        csv: csv,
+        sendImmediately: values.sendImmediately,
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(
+          msg`Your bulk send has been initiated. You will receive an email notification upon completion.`,
+        ),
+      });
+
+      form.reset();
+      onSuccess?.();
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'Failed to upload CSV. Please check the file format and try again.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline">
+            <Upload className="mr-2 h-4 w-4" />
+            <Trans>Bulk Send via CSV</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Bulk Send Template via CSV</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              Upload a CSV file to create multiple documents from this template. Each row represents
+              one document with its recipient details.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+            <div className="bg-muted/70 rounded-lg border p-4">
+              <h3 className="text-sm font-medium">
+                <Trans>CSV Structure</Trans>
+              </h3>
+
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>
+                  For each recipient, provide their email (required) and name (optional) in separate
+                  columns. Download the template CSV below for the correct format.
+                </Trans>
+              </p>
+
+              <p className="mt-4 text-sm">
+                <Trans>Current recipients:</Trans>
+              </p>
+
+              <ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
+                {recipients.map((recipient, index) => (
+                  <li key={index}>
+                    {recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            <div className="flex flex-col gap-y-2">
+              <Button onClick={onDownloadTemplate} variant="outline" type="button">
+                <Trans>Download Template CSV</Trans>
+              </Button>
+
+              <p className="text-muted-foreground text-xs">
+                <Trans>Pre-formatted CSV template with example data.</Trans>
+              </p>
+            </div>
+
+            <FormField
+              control={form.control}
+              name="file"
+              render={({ field: { onChange, value }, fieldState: { error } }) => (
+                <FormItem>
+                  <FormControl>
+                    {!value ? (
+                      <Button asChild variant="outline" className="w-full">
+                        <label className="cursor-pointer">
+                          <input
+                            type="file"
+                            accept=".csv"
+                            className="hidden"
+                            onChange={(e) => {
+                              const file = e.target.files?.[0];
+                              if (file) {
+                                onChange(file);
+                              }
+                            }}
+                            disabled={form.formState.isSubmitting}
+                          />
+                          <Upload className="mr-2 h-4 w-4" />
+                          <Trans>Upload CSV</Trans>
+                        </label>
+                      </Button>
+                    ) : (
+                      <div className="flex h-10 items-center rounded-md border px-3">
+                        <div className="flex flex-1 items-center gap-2">
+                          <FileIcon className="text-muted-foreground h-4 w-4" />
+                          <span className="flex-1 truncate text-sm">{value.name}</span>
+                        </div>
+
+                        <Button
+                          type="button"
+                          variant="link"
+                          className="text-destructive hover:text-destructive p-0 text-xs"
+                          onClick={() => onChange(null)}
+                          disabled={form.formState.isSubmitting}
+                        >
+                          <X className="h-4 w-4" />
+                          <span className="sr-only">
+                            <Trans>Remove</Trans>
+                          </span>
+                        </Button>
+                      </div>
+                    )}
+                  </FormControl>
+
+                  {error && <p className="text-destructive text-sm">{error.message}</p>}
+
+                  <p className="text-muted-foreground text-xs">
+                    <Trans>
+                      Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
+                      template defaults.
+                    </Trans>
+                  </p>
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="sendImmediately"
+              render={({ field }) => (
+                <FormItem className="flex items-center space-x-2">
+                  <FormControl>
+                    <div className="flex items-center">
+                      <Checkbox
+                        id="send-immediately"
+                        checked={field.value}
+                        onCheckedChange={field.onChange}
+                      />
+
+                      <label
+                        htmlFor="send-immediately"
+                        className="text-muted-foreground ml-2 flex items-center text-sm"
+                      >
+                        <Trans>Send documents to recipients immediately</Trans>
+                      </label>
+                    </div>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter className="mt-4">
+              <Button variant="secondary" onClick={() => form.reset()} type="button">
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={form.formState.isSubmitting}>
+                <Trans>Upload and Process</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -24,11 +24,11 @@ import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type TemplateCreateDialogProps = {
-  teamId?: number;
   templateRootPath: string;
+  folderId?: string;
 };
 
-export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogProps) => {
+export const TemplateCreateDialog = ({ templateRootPath, folderId }: TemplateCreateDialogProps) => {
   const navigate = useNavigate();
 
   const { user } = useSession();
@@ -53,6 +53,7 @@ export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogP
       const { id } = await createTemplate({
         title: file.name,
         templateDocumentDataId: response.id,
+        folderId: folderId,
       });
 
       toast({
@@ -83,7 +84,6 @@ export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogP
       onOpenChange={(value) => !isUploadingFile && setShowTemplateCreateDialog(value)}
     >
       <DialogTrigger asChild>
-        {/* Todo: Wouldn't this break for google? */}
         <Button className="cursor-pointer" disabled={!user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
           <Trans>New Template</Trans>

apps/remix/app/components/dialogs/template-direct-link-dialog.tsx

@@ -76,7 +76,11 @@ export const TemplateDirectLinkDialog = ({
   );
 
   const validDirectTemplateRecipients = useMemo(
-    () => template.recipients.filter((recipient) => recipient.role !== RecipientRole.CC),
+    () =>
+      template.recipients.filter(
+        (recipient) =>
+          recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
+      ),
     [template.recipients],
   );
 

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

@@ -0,0 +1,164 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type TemplateFolderCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderCreateDialog = ({
+  trigger,
+  ...props
+}: TemplateFolderCreateDialogProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+  const { folderId } = useParams();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.TEMPLATE,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: _(msg`Folder created successfully`),
+      });
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      void navigate(`${templatesPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: _(msg`Failed to create folder`),
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Failed to create folder`),
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your templates.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,163 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderDeleteDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,175 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().optional(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const TemplateFolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? '',
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId ?? '',
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(undefined)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button
+                type="submit"
+                disabled={
+                  form.formState.isSubmitting ||
+                  form.getValues('targetFolderId') === folder?.parentId
+                }
+              >
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,176 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateFolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const TemplateFolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+  const isTemplateFolder = folder?.type === FolderType.TEMPLATE;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility:
+          isTeamContext && !isTemplateFolder
+            ? (data.visibility ?? DocumentVisibility.EVERYONE)
+            : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && !isTemplateFolder && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,213 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateMoveToFolderDialogProps = {
+  templateId: number;
+  templateTitle: string;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string | null;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveTemplateFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveTemplateFormSchema = z.infer<typeof ZMoveTemplateFormSchema>;
+
+export function TemplateMoveToFolderDialog({
+  templateId,
+  templateTitle,
+  isOpen,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: TemplateMoveToFolderDialogProps) {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveTemplateFormSchema>({
+    resolver: zodResolver(ZMoveTemplateFormSchema),
+    defaultValues: {
+      folderId: currentFolderId ?? null,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId ?? null,
+      type: FolderType.TEMPLATE,
+    },
+    {
+      enabled: isOpen,
+    },
+  );
+
+  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId ?? null });
+    }
+  }, [isOpen, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveTemplateFormSchema) => {
+    try {
+      await moveTemplateToFolder({
+        templateId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Template moved`),
+        description: _(msg`The template has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${templatesPath}/f/${data.folderId}`);
+      } else {
+        void navigate(templatesPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the template to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the template.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Template to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Move &quot;{templateTitle}&quot; to a folder</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data?.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" disabled={isFoldersLoading || form.formState.isSubmitting}>
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+}

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

@@ -30,22 +30,20 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type TokenDeleteDialogProps = {
-  teamId?: number;
   token: Pick<ApiToken, 'id' | 'name'>;
   onDelete?: () => void;
   children?: React.ReactNode;
 };
 
-export default function TokenDeleteDialog({
-  teamId,
-  token,
-  onDelete,
-  children,
-}: TokenDeleteDialogProps) {
+export default function TokenDeleteDialog({ token, onDelete, children }: TokenDeleteDialogProps) {
   const { _ } = useLingui();
   const { toast } = useToast();
 
+  const team = useOptionalCurrentTeam();
+
   const [isOpen, setIsOpen] = useState(false);
 
   const deleteMessage = _(msg`delete ${token.name}`);
@@ -75,7 +73,7 @@ export default function TokenDeleteDialog({
     try {
       await deleteTokenMutation({
         id: token.id,
-        teamId,
+        teamId: team?.id,
       });
 
       toast({

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

@@ -230,14 +230,13 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
               />
 
               <DialogFooter>
-                <div className="flex w-full flex-nowrap gap-4">
-                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
-                  <Button type="submit" loading={form.formState.isSubmitting}>
-                    <Trans>Create</Trans>
-                  </Button>
-                </div>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Create</Trans>
+                </Button>
               </DialogFooter>
             </fieldset>
           </form>

apps/remix/app/components/embed/authoring/configure-document-advanced-settings.tsx

@@ -0,0 +1,355 @@
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentDistributionMethod } from '@prisma/client';
+import { InfoIcon } from 'lucide-react';
+import type { Control } from 'react-hook-form';
+import { useFormContext } from 'react-hook-form';
+
+import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
+import { DOCUMENT_SIGNATURE_TYPES } from '@documenso/lib/constants/document';
+import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
+import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { Combobox } from '@documenso/ui/primitives/combobox';
+import {
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+interface ConfigureDocumentAdvancedSettingsProps {
+  control: Control<TConfigureEmbedFormSchema>;
+  isSubmitting: boolean;
+}
+
+export const ConfigureDocumentAdvancedSettings = ({
+  control,
+  isSubmitting,
+}: ConfigureDocumentAdvancedSettingsProps) => {
+  const { _ } = useLingui();
+
+  const form = useFormContext<TConfigureEmbedFormSchema>();
+  const { features } = useConfigureDocument();
+
+  const { watch, setValue } = form;
+
+  // Lift watch() calls to reduce re-renders
+  const distributionMethod = watch('meta.distributionMethod');
+  const emailSettings = watch('meta.emailSettings');
+  const isEmailDistribution = distributionMethod === DocumentDistributionMethod.EMAIL;
+
+  return (
+    <div>
+      <h3 className="text-foreground mb-1 text-lg font-medium">
+        <Trans>Advanced Settings</Trans>
+      </h3>
+
+      <p className="text-muted-foreground mb-6 text-sm">
+        <Trans>Configure additional options and preferences</Trans>
+      </p>
+
+      <Tabs defaultValue="general">
+        <TabsList className="mb-6 inline-flex">
+          <TabsTrigger value="general" className="px-4">
+            <Trans>General</Trans>
+          </TabsTrigger>
+
+          {features.allowConfigureCommunication && (
+            <TabsTrigger value="communication" className="px-4">
+              <Trans>Communication</Trans>
+            </TabsTrigger>
+          )}
+        </TabsList>
+
+        <TabsContent value="general" className="mt-0">
+          <div className="flex flex-col space-y-6">
+            {/* <FormField
+              control={control}
+              name="meta.externalId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel className="flex flex-row items-center">
+                    <Trans>External ID</Trans>
+                    <Tooltip>
+                      <TooltipTrigger>
+                        <InfoIcon className="mx-2 h-4 w-4" />
+                      </TooltipTrigger>
+                      <TooltipContent className="text-muted-foreground max-w-xs">
+                        <Trans>
+                          Add an external ID to the document. This can be used to identify the
+                          document in external systems.
+                        </Trans>
+                      </TooltipContent>
+                    </Tooltip>
+                  </FormLabel>
+                  <FormControl>
+                    <Input className="bg-background" {...field} disabled={isSubmitting} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            /> */}
+
+            {features.allowConfigureSignatureTypes && (
+              <FormField
+                control={control}
+                name="meta.signatureTypes"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Allowed Signature Types</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <MultiSelectCombobox
+                        options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                          label: _(option.label),
+                          value: option.value,
+                        }))}
+                        selectedValues={field.value}
+                        onChange={field.onChange}
+                        className="bg-background w-full"
+                        emptySelectionPlaceholder="Select signature types"
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureLanguage && (
+              <FormField
+                control={control}
+                name="meta.language"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Language</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
+                            <SelectItem key={code} value={code}>
+                              {language.full}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureDateFormat && (
+              <FormField
+                control={control}
+                name="meta.dateFormat"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Date Format</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {DATE_FORMATS.map((format) => (
+                            <SelectItem key={format.key} value={format.value}>
+                              {format.label}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureTimezone && (
+              <FormField
+                control={control}
+                name="meta.timezone"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Time Zone</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Combobox
+                        className="bg-background"
+                        options={TIME_ZONES}
+                        {...field}
+                        onChange={(value) => value && field.onChange(value)}
+                        disabled={isSubmitting}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureRedirectUrl && (
+              <FormField
+                control={control}
+                name="meta.redirectUrl"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel className="flex flex-row items-center">
+                      <Trans>Redirect URL</Trans>
+                      <Tooltip>
+                        <TooltipTrigger>
+                          <InfoIcon className="mx-2 h-4 w-4" />
+                        </TooltipTrigger>
+                        <TooltipContent className="text-muted-foreground max-w-xs">
+                          <Trans>
+                            Add a URL to redirect the user to once the document is signed
+                          </Trans>
+                        </TooltipContent>
+                      </Tooltip>
+                    </FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" {...field} disabled={isSubmitting} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+          </div>
+        </TabsContent>
+
+        {features.allowConfigureCommunication && (
+          <TabsContent value="communication" className="mt-0">
+            <div className="flex flex-col space-y-6">
+              <FormField
+                control={control}
+                name="meta.distributionMethod"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Distribution Method</Trans>
+                    </FormLabel>
+
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          <SelectItem value={DocumentDistributionMethod.EMAIL}>
+                            <Trans>Email</Trans>
+                          </SelectItem>
+                          <SelectItem value={DocumentDistributionMethod.NONE}>
+                            <Trans>None</Trans>
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+
+                    <FormDescription>
+                      <Trans>
+                        Choose how to distribute your document to recipients. Email will send
+                        notifications, None will generate signing links for manual distribution.
+                      </Trans>
+                    </FormDescription>
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <fieldset
+                className="flex flex-col space-y-6 disabled:cursor-not-allowed disabled:opacity-60"
+                disabled={!isEmailDistribution}
+              >
+                <FormField
+                  control={control}
+                  name="meta.subject"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel htmlFor="subject">
+                        <Trans>
+                          Subject <span className="text-muted-foreground">(Optional)</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input
+                          id="subject"
+                          className="bg-background mt-2"
+                          disabled={isSubmitting || !isEmailDistribution}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={control}
+                  name="meta.message"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel htmlFor="message">
+                        <Trans>
+                          Message <span className="text-muted-foreground">(Optional)</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Textarea
+                          id="message"
+                          className="bg-background mt-2 h-32 resize-none"
+                          disabled={isSubmitting || !isEmailDistribution}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DocumentSendEmailMessageHelper />
+
+                <DocumentEmailCheckboxes
+                  className={`mt-2 ${!isEmailDistribution ? 'pointer-events-none' : ''}`}
+                  value={emailSettings}
+                  onChange={(value) => setValue('meta.emailSettings', value)}
+                />
+              </fieldset>
+            </div>
+          </TabsContent>
+        )}
+      </Tabs>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-context.tsx

@@ -0,0 +1,68 @@
+import { createContext, useContext } from 'react';
+
+export type ConfigureDocumentContext = {
+  // General
+  isTemplate: boolean;
+  isPersisted: boolean;
+  // Features
+  features: {
+    allowConfigureSignatureTypes?: boolean;
+    allowConfigureLanguage?: boolean;
+    allowConfigureDateFormat?: boolean;
+    allowConfigureTimezone?: boolean;
+    allowConfigureRedirectUrl?: boolean;
+    allowConfigureCommunication?: boolean;
+  };
+};
+
+const ConfigureDocumentContext = createContext<ConfigureDocumentContext | null>(null);
+
+export type ConfigureDocumentProviderProps = {
+  isTemplate?: boolean;
+  isPersisted?: boolean;
+  features: {
+    allowConfigureSignatureTypes?: boolean;
+    allowConfigureLanguage?: boolean;
+    allowConfigureDateFormat?: boolean;
+    allowConfigureTimezone?: boolean;
+    allowConfigureRedirectUrl?: boolean;
+    allowConfigureCommunication?: boolean;
+  };
+  children: React.ReactNode;
+};
+
+export const ConfigureDocumentProvider = ({
+  isTemplate,
+  isPersisted,
+  features,
+  children,
+}: ConfigureDocumentProviderProps) => {
+  return (
+    <ConfigureDocumentContext.Provider
+      value={{
+        isTemplate: isTemplate ?? false,
+        isPersisted: isPersisted ?? false,
+        features: {
+          allowConfigureSignatureTypes: features.allowConfigureSignatureTypes ?? true,
+          allowConfigureLanguage: features.allowConfigureLanguage ?? true,
+          allowConfigureDateFormat: features.allowConfigureDateFormat ?? true,
+          allowConfigureTimezone: features.allowConfigureTimezone ?? true,
+          allowConfigureRedirectUrl: features.allowConfigureRedirectUrl ?? true,
+          allowConfigureCommunication: features.allowConfigureCommunication ?? true,
+        },
+      }}
+    >
+      {children}
+    </ConfigureDocumentContext.Provider>
+  );
+};
+
+export const useConfigureDocument = () => {
+  const context = useContext(ConfigureDocumentContext);
+
+  if (!context) {
+    throw new Error('useConfigureDocument must be used within a ConfigureDocumentProvider');
+  }
+
+  return context;
+};

apps/remix/app/components/embed/authoring/configure-document-recipients.tsx

@@ -0,0 +1,413 @@
+import { useCallback, useRef } from 'react';
+
+import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
+import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { GripVertical, HelpCircle, Plus, Trash } from 'lucide-react';
+import { nanoid } from 'nanoid';
+import type { Control } from 'react-hook-form';
+import { useFieldArray, useFormContext, useFormState } from 'react-hook-form';
+
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+// Define a type for signer items
+type SignerItem = TConfigureEmbedFormSchema['signers'][number];
+
+export interface ConfigureDocumentRecipientsProps {
+  control: Control<TConfigureEmbedFormSchema>;
+  isSubmitting: boolean;
+}
+
+export const ConfigureDocumentRecipients = ({
+  control,
+  isSubmitting,
+}: ConfigureDocumentRecipientsProps) => {
+  const { _ } = useLingui();
+  const { isTemplate } = useConfigureDocument();
+
+  const $sensorApi = useRef<SensorAPI | null>(null);
+
+  const {
+    fields: signers,
+    append: appendSigner,
+    remove: removeSigner,
+    replace,
+    move,
+  } = useFieldArray({
+    control,
+    name: 'signers',
+  });
+
+  const { getValues, watch, setValue } = useFormContext<TConfigureEmbedFormSchema>();
+
+  const signingOrder = watch('meta.signingOrder');
+
+  const { errors } = useFormState({
+    control,
+  });
+
+  const onAddSigner = useCallback(() => {
+    const signerNumber = signers.length + 1;
+    const recipientSigningOrder =
+      signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1;
+
+    appendSigner({
+      formId: nanoid(8),
+      name: isTemplate ? `Recipient ${signerNumber}` : '',
+      email: isTemplate ? `recipient.${signerNumber}@document.com` : '',
+      role: RecipientRole.SIGNER,
+      signingOrder:
+        signingOrder === DocumentSigningOrder.SEQUENTIAL ? recipientSigningOrder : undefined,
+    });
+  }, [appendSigner, signers]);
+
+  const isSigningOrderEnabled = signingOrder === DocumentSigningOrder.SEQUENTIAL;
+
+  const handleSigningOrderChange = useCallback(
+    (index: number, newOrderString: string) => {
+      const trimmedOrderString = newOrderString.trim();
+      if (!trimmedOrderString) {
+        return;
+      }
+
+      const newOrder = Number(trimmedOrderString);
+      if (!Number.isInteger(newOrder) || newOrder < 1) {
+        return;
+      }
+
+      // Get current form values to preserve unsaved input data
+      const currentSigners = getValues('signers') || [...signers];
+      const signer = currentSigners[index];
+
+      // Remove signer from current position and insert at new position
+      const remainingSigners = currentSigners.filter((_: unknown, idx: number) => idx !== index);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
+      remainingSigners.splice(newPosition, 0, signer);
+
+      // Update signing order for each item
+      const updatedSigners = remainingSigners.map((s: SignerItem, idx: number) => ({
+        ...s,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? idx + 1 : undefined,
+      }));
+
+      // Update the form
+      replace(updatedSigners);
+    },
+    [signers, replace, getValues],
+  );
+
+  const onDragEnd = useCallback(
+    (result: DropResult) => {
+      if (!result.destination) return;
+
+      // Use the move function from useFieldArray which preserves input values
+      move(result.source.index, result.destination.index);
+
+      // Update signing orders after move
+      const currentSigners = getValues('signers');
+      const updatedSigners = currentSigners.map((signer: SignerItem, index: number) => ({
+        ...signer,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? index + 1 : undefined,
+      }));
+
+      // Update the form with new ordering
+      replace(updatedSigners);
+    },
+    [move, replace, getValues],
+  );
+
+  const onSigningOrderChange = (signingOrder: DocumentSigningOrder) => {
+    setValue('meta.signingOrder', signingOrder);
+
+    if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
+      signers.forEach((_signer, index) => {
+        setValue(`signers.${index}.signingOrder`, index + 1);
+      });
+    }
+  };
+
+  return (
+    <div>
+      <h3 className="text-foreground mb-1 text-lg font-medium">
+        <Trans>Recipients</Trans>
+      </h3>
+
+      <p className="text-muted-foreground mb-6 text-sm">
+        <Trans>Add signers and configure signing preferences</Trans>
+      </p>
+
+      <FormField
+        control={control}
+        name="meta.signingOrder"
+        render={({ field }) => (
+          <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+            <FormControl>
+              <Checkbox
+                {...field}
+                id="signingOrder"
+                checked={field.value === DocumentSigningOrder.SEQUENTIAL}
+                onCheckedChange={(checked) =>
+                  onSigningOrderChange(
+                    checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
+                  )
+                }
+                disabled={isSubmitting}
+              />
+            </FormControl>
+            <FormLabel
+              htmlFor="signingOrder"
+              className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+            >
+              <Trans>Enable signing order</Trans>
+            </FormLabel>
+          </FormItem>
+        )}
+      />
+
+      <FormField
+        control={control}
+        name="meta.allowDictateNextSigner"
+        render={({ field: { value, ...field } }) => (
+          <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+            <FormControl>
+              <Checkbox
+                {...field}
+                id="allowDictateNextSigner"
+                checked={value}
+                onCheckedChange={field.onChange}
+                disabled={isSubmitting || !isSigningOrderEnabled}
+              />
+            </FormControl>
+
+            <div className="flex items-center">
+              <FormLabel
+                htmlFor="allowDictateNextSigner"
+                className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+              >
+                <Trans>Allow signers to dictate next signer</Trans>
+              </FormLabel>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <span className="text-muted-foreground ml-1 cursor-help">
+                    <HelpCircle className="h-3.5 w-3.5" />
+                  </span>
+                </TooltipTrigger>
+                <TooltipContent className="max-w-80 p-4">
+                  <p>
+                    <Trans>
+                      When enabled, signers can choose who should sign next in the sequence instead
+                      of following the predefined order.
+                    </Trans>
+                  </p>
+                </TooltipContent>
+              </Tooltip>
+            </div>
+          </FormItem>
+        )}
+      />
+
+      <DragDropContext
+        onDragEnd={onDragEnd}
+        sensors={[
+          (api: SensorAPI) => {
+            $sensorApi.current = api;
+          },
+        ]}
+      >
+        <Droppable droppableId="signers">
+          {(provided) => (
+            <div {...provided.droppableProps} ref={provided.innerRef} className="space-y-2">
+              {signers.map((signer, index) => (
+                <Draggable
+                  key={signer.id}
+                  draggableId={signer.id}
+                  index={index}
+                  isDragDisabled={!isSigningOrderEnabled || isSubmitting || signer.disabled}
+                >
+                  {(provided, snapshot) => (
+                    <fieldset
+                      ref={provided.innerRef}
+                      {...provided.draggableProps}
+                      {...provided.dragHandleProps}
+                      disabled={signer.disabled}
+                      className={cn('py-1', {
+                        'bg-widget-foreground pointer-events-none rounded-md pt-2':
+                          snapshot.isDragging,
+                      })}
+                    >
+                      <motion.div
+                        className={cn('flex items-end gap-2 pb-2', {
+                          'border-destructive/50': errors?.signers?.[index],
+                        })}
+                      >
+                        {isSigningOrderEnabled && (
+                          <FormField
+                            control={control}
+                            name={`signers.${index}.signingOrder`}
+                            render={({ field }) => (
+                              <FormItem
+                                className={cn('flex w-16 flex-none items-center gap-x-1', {
+                                  'mb-6':
+                                    errors?.signers?.[index] &&
+                                    !errors?.signers?.[index]?.signingOrder,
+                                })}
+                              >
+                                <GripVertical className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                <FormControl>
+                                  <Input
+                                    type="number"
+                                    max={signers.length}
+                                    min={1}
+                                    className="w-full text-center [appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none"
+                                    {...field}
+                                    disabled={isSubmitting || snapshot.isDragging}
+                                    onChange={(e) => {
+                                      field.onChange(e);
+                                    }}
+                                    onBlur={(e) => {
+                                      field.onBlur();
+                                      handleSigningOrderChange(index, e.target.value);
+                                    }}
+                                  />
+                                </FormControl>
+                                <FormMessage />
+                              </FormItem>
+                            )}
+                          />
+                        )}
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.name`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-1', {
+                                'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.name,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  placeholder={_(msg`Name`)}
+                                  className="w-full"
+                                  {...field}
+                                  disabled={isSubmitting || snapshot.isDragging}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.email`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-1', {
+                                'mb-6':
+                                  errors?.signers?.[index] && !errors?.signers?.[index]?.email,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  type="email"
+                                  placeholder={_(msg`Email`)}
+                                  className="w-full"
+                                  {...field}
+                                  disabled={isSubmitting || snapshot.isDragging}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.role`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-none', {
+                                'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.role,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Role</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <RecipientRoleSelect
+                                  {...field}
+                                  isAssistantEnabled={isSigningOrderEnabled}
+                                  onValueChange={field.onChange}
+                                  disabled={isSubmitting || snapshot.isDragging || signer.disabled}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <Button
+                          type="button"
+                          variant="ghost"
+                          disabled={
+                            isSubmitting ||
+                            signers.length === 1 ||
+                            snapshot.isDragging ||
+                            signer.disabled
+                          }
+                          onClick={() => removeSigner(index)}
+                        >
+                          <Trash className="h-4 w-4" />
+                        </Button>
+                      </motion.div>
+                    </fieldset>
+                  )}
+                </Draggable>
+              ))}
+              {provided.placeholder}
+            </div>
+          )}
+        </Droppable>
+      </DragDropContext>
+
+      <div className="mt-4 flex justify-end">
+        <Button
+          type="button"
+          variant="outline"
+          className="w-auto"
+          disabled={isSubmitting}
+          onClick={onAddSigner}
+        >
+          <Plus className="-ml-1 mr-2 h-5 w-5" />
+          <Trans>Add Signer</Trans>
+        </Button>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-upload.tsx

@@ -0,0 +1,238 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Cloud, FileText, Loader, X } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { useFormContext } from 'react-hook-form';
+
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+export interface ConfigureDocumentUploadProps {
+  isSubmitting?: boolean;
+}
+
+export const ConfigureDocumentUpload = ({ isSubmitting = false }: ConfigureDocumentUploadProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { isPersisted } = useConfigureDocument();
+
+  const form = useFormContext<TConfigureEmbedFormSchema>();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  // Watch the documentData field from the form
+  const documentData = form.watch('documentData');
+
+  const onFileDrop = async (acceptedFiles: File[]) => {
+    try {
+      const file = acceptedFiles[0];
+
+      if (!file) {
+        return;
+      }
+
+      setIsLoading(true);
+
+      // Convert file to UInt8Array
+      const arrayBuffer = await file.arrayBuffer();
+      const uint8Array = new Uint8Array(arrayBuffer);
+
+      // Store file metadata and UInt8Array in form data
+      form.setValue('documentData', {
+        name: file.name,
+        type: file.type,
+        size: file.size,
+        data: uint8Array, // Store as UInt8Array
+      });
+
+      // Auto-populate title if it's empty
+      const currentTitle = form.getValues('title');
+
+      if (!currentTitle) {
+        // Get filename without extension
+        const fileNameWithoutExtension = file.name.replace(/\.[^/.]+$/, '');
+        form.setValue('title', fileNameWithoutExtension);
+      }
+    } catch (error) {
+      console.error('Error uploading file', error);
+
+      toast({
+        title: _(msg`Error uploading file`),
+        description: _(msg`There was an error uploading your file. Please try again.`),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onDropRejected = () => {
+    toast({
+      title: _(msg`Your document failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const onRemoveFile = () => {
+    if (isPersisted) {
+      toast({
+        title: _(msg`Cannot remove document`),
+        description: _(msg`The document is already saved and cannot be changed.`),
+        duration: 5000,
+        variant: 'destructive',
+      });
+      return;
+    }
+
+    form.unregister('documentData');
+  };
+
+  const formatFileSize = (bytes: number) => {
+    if (bytes === 0) return '0 Bytes';
+
+    const sizes = ['Bytes', 'KB', 'MB', 'GB'];
+    const i = Math.floor(Math.log(bytes) / Math.log(1024));
+    return `${parseFloat((bytes / Math.pow(1024, i)).toFixed(2))} ${sizes[i]}`;
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    maxSize: APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024,
+    multiple: false,
+    disabled: isSubmitting || isLoading || isPersisted,
+    onDrop: (files) => {
+      void onFileDrop(files);
+    },
+    onDropRejected,
+  });
+
+  return (
+    <div>
+      <FormField
+        control={form.control}
+        name="documentData"
+        render={() => (
+          <FormItem>
+            <FormLabel required>
+              <Trans>Upload Document</Trans>
+            </FormLabel>
+
+            <div className="relative">
+              {!documentData ? (
+                <div className="relative">
+                  <FormControl>
+                    <div
+                      {...getRootProps()}
+                      className={cn(
+                        'border-border bg-background relative flex min-h-[160px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed transition',
+                        {
+                          'border-primary/50 bg-primary/5': isDragActive,
+                          'hover:bg-muted/30':
+                            !isDragActive && !isSubmitting && !isLoading && !isPersisted,
+                          'cursor-not-allowed opacity-60': isSubmitting || isLoading || isPersisted,
+                        },
+                      )}
+                    >
+                      <input {...getInputProps()} />
+
+                      <div className="flex flex-col items-center justify-center gap-y-2 px-4 py-4 text-center">
+                        <Cloud
+                          className={cn('h-10 w-10', {
+                            'text-primary': isDragActive,
+                            'text-muted-foreground': !isDragActive,
+                          })}
+                        />
+
+                        <div
+                          className={cn('flex flex-col space-y-1', {
+                            'text-primary': isDragActive,
+                            'text-muted-foreground': !isDragActive,
+                          })}
+                        >
+                          <p className="text-sm font-medium">
+                            {isDragActive ? (
+                              <Trans>Drop your document here</Trans>
+                            ) : isPersisted ? (
+                              <Trans>Document is already uploaded</Trans>
+                            ) : (
+                              <Trans>Drag and drop or click to upload</Trans>
+                            )}
+                          </p>
+                          <p className="text-xs">
+                            {isPersisted ? (
+                              <Trans>This document cannot be changed</Trans>
+                            ) : (
+                              <Trans>
+                                .PDF documents accepted (max {APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB)
+                              </Trans>
+                            )}
+                          </p>
+                        </div>
+                      </div>
+                    </div>
+                  </FormControl>
+
+                  {isLoading && (
+                    <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
+                      <Loader className="text-muted-foreground h-10 w-10 animate-spin" />
+                    </div>
+                  )}
+                </div>
+              ) : (
+                <div className="mt-2 rounded-lg border p-4">
+                  <div className="flex items-center gap-x-4">
+                    <div className="bg-primary/10 text-primary flex h-12 w-12 items-center justify-center rounded-md">
+                      <FileText className="h-6 w-6" />
+                    </div>
+
+                    <div className="flex-1">
+                      <div className="text-sm font-medium">{documentData.name}</div>
+                      <div className="text-muted-foreground text-xs">
+                        {formatFileSize(documentData.size)}
+                      </div>
+                    </div>
+
+                    {!isPersisted && (
+                      <Button
+                        type="button"
+                        variant="outline"
+                        size="sm"
+                        onClick={onRemoveFile}
+                        disabled={isSubmitting}
+                        className="h-8 w-8 p-0"
+                      >
+                        <X className="h-4 w-4" />
+                      </Button>
+                    )}
+                  </div>
+                </div>
+              )}
+            </div>
+
+            <FormMessage />
+          </FormItem>
+        )}
+      />
+    </div>
+  );
+};

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

@@ -0,0 +1,137 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { DocumentDistributionMethod, DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { nanoid } from 'nanoid';
+import { useForm } from 'react-hook-form';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { ConfigureDocumentAdvancedSettings } from './configure-document-advanced-settings';
+import { useConfigureDocument } from './configure-document-context';
+import { ConfigureDocumentRecipients } from './configure-document-recipients';
+import { ConfigureDocumentUpload } from './configure-document-upload';
+import {
+  type TConfigureEmbedFormSchema,
+  ZConfigureEmbedFormSchema,
+} from './configure-document-view.types';
+
+export interface ConfigureDocumentViewProps {
+  onSubmit: (data: TConfigureEmbedFormSchema) => void | Promise<void>;
+  defaultValues?: Partial<TConfigureEmbedFormSchema>;
+  disableUpload?: boolean;
+  isSubmitting?: boolean;
+}
+
+export const ConfigureDocumentView = ({
+  onSubmit,
+  defaultValues,
+  disableUpload,
+}: ConfigureDocumentViewProps) => {
+  const { isTemplate } = useConfigureDocument();
+
+  const form = useForm<TConfigureEmbedFormSchema>({
+    resolver: zodResolver(ZConfigureEmbedFormSchema),
+    defaultValues: {
+      title: defaultValues?.title || '',
+      signers: defaultValues?.signers || [
+        {
+          formId: nanoid(8),
+          name: isTemplate ? `Recipient ${1}` : '',
+          email: isTemplate ? `recipient.${1}@document.com` : '',
+          role: RecipientRole.SIGNER,
+          signingOrder: 1,
+          disabled: false,
+        },
+      ],
+      meta: {
+        subject: defaultValues?.meta?.subject || '',
+        message: defaultValues?.meta?.message || '',
+        distributionMethod:
+          defaultValues?.meta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+        emailSettings: defaultValues?.meta?.emailSettings || ZDocumentEmailSettingsSchema.parse({}),
+        dateFormat: defaultValues?.meta?.dateFormat || DEFAULT_DOCUMENT_DATE_FORMAT,
+        timezone: defaultValues?.meta?.timezone || DEFAULT_DOCUMENT_TIME_ZONE,
+        redirectUrl: defaultValues?.meta?.redirectUrl || '',
+        language: defaultValues?.meta?.language || 'en',
+        signatureTypes: defaultValues?.meta?.signatureTypes || [],
+        signingOrder: defaultValues?.meta?.signingOrder || DocumentSigningOrder.PARALLEL,
+        allowDictateNextSigner: defaultValues?.meta?.allowDictateNextSigner || false,
+        externalId: defaultValues?.meta?.externalId || '',
+      },
+      documentData: defaultValues?.documentData,
+    },
+  });
+
+  const { control, handleSubmit } = form;
+
+  const isSubmitting = form.formState.isSubmitting;
+
+  const onFormSubmit = handleSubmit(onSubmit);
+
+  return (
+    <div className="flex w-full flex-col space-y-8">
+      <div>
+        <h2 className="text-foreground mb-1 text-xl font-semibold">
+          {isTemplate ? <Trans>Configure Template</Trans> : <Trans>Configure Document</Trans>}
+        </h2>
+
+        <p className="text-muted-foreground text-sm">
+          {isTemplate ? (
+            <Trans>Set up your template properties and recipient information</Trans>
+          ) : (
+            <Trans>Set up your document properties and recipient information</Trans>
+          )}
+        </p>
+      </div>
+
+      <Form {...form}>
+        <div className="flex flex-col space-y-8">
+          <div>
+            <FormField
+              control={control}
+              name="title"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Title</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} disabled={isSubmitting} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </div>
+
+          {!disableUpload && <ConfigureDocumentUpload isSubmitting={isSubmitting} />}
+          <ConfigureDocumentRecipients control={control} isSubmitting={isSubmitting} />
+          <ConfigureDocumentAdvancedSettings control={control} isSubmitting={isSubmitting} />
+
+          <div className="flex justify-end">
+            <Button
+              type="button"
+              onClick={onFormSubmit}
+              disabled={isSubmitting}
+              className="w-full sm:w-auto"
+            >
+              <Trans>Continue</Trans>
+            </Button>
+          </div>
+        </div>
+      </Form>
+    </div>
+  );
+};

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

@@ -0,0 +1,50 @@
+import { z } from 'zod';
+
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
+import {
+  ZDocumentMetaDateFormatSchema,
+  ZDocumentMetaLanguageSchema,
+} from '@documenso/trpc/server/document-router/schema';
+
+// Define the schema for configuration
+export type TConfigureEmbedFormSchema = z.infer<typeof ZConfigureEmbedFormSchema>;
+
+export const ZConfigureEmbedFormSchema = z.object({
+  title: z.string().min(1, { message: 'Title is required' }),
+  signers: z
+    .array(
+      z.object({
+        nativeId: z.number().optional(),
+        formId: z.string(),
+        name: z.string().min(1, { message: 'Name is required' }),
+        email: z.string().email('Invalid email address'),
+        role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
+        signingOrder: z.number().optional(),
+        disabled: z.boolean().optional(),
+      }),
+    )
+    .min(1, { message: 'At least one signer is required' }),
+  meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
+    distributionMethod: z.nativeEnum(DocumentDistributionMethod),
+    emailSettings: ZDocumentEmailSettingsSchema,
+    dateFormat: ZDocumentMetaDateFormatSchema.optional(),
+    timezone: z.string().min(1, 'Timezone is required'),
+    redirectUrl: z.string().optional(),
+    language: ZDocumentMetaLanguageSchema.optional(),
+    signatureTypes: z.array(z.string()).default([]),
+    signingOrder: z.enum(['SEQUENTIAL', 'PARALLEL']),
+    allowDictateNextSigner: z.boolean().default(false).optional(),
+    externalId: z.string().optional(),
+  }),
+  documentData: z
+    .object({
+      name: z.string(),
+      type: z.string(),
+      size: z.number(),
+      data: z.instanceof(Uint8Array), // UInt8Array can't be directly validated by zod
+    })
+    .optional(),
+});

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

@@ -0,0 +1,672 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { DocumentData, FieldType } from '@prisma/client';
+import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import { ChevronsUpDown } from 'lucide-react';
+import { useFieldArray, useForm } from 'react-hook-form';
+import { useHotkeys } from 'react-hotkeys-hook';
+
+import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
+import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { base64 } from '@documenso/lib/universal/base64';
+import { nanoid } from '@documenso/lib/universal/id';
+import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
+import { useRecipientColors } from '@documenso/ui/lib/recipient-colors';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { FieldItem } from '@documenso/ui/primitives/document-flow/field-item';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { FieldSelector } from '@documenso/ui/primitives/field-selector';
+import { Form } from '@documenso/ui/primitives/form/form';
+import PDFViewer from '@documenso/ui/primitives/pdf-viewer';
+import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
+import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/sheet';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+import type { TConfigureFieldsFormSchema } from './configure-fields-view.types';
+import { FieldAdvancedSettingsDrawer } from './field-advanced-settings-drawer';
+
+const MIN_HEIGHT_PX = 12;
+const MIN_WIDTH_PX = 36;
+
+const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
+const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
+
+export type ConfigureFieldsViewProps = {
+  configData: TConfigureEmbedFormSchema;
+  documentData?: DocumentData;
+  defaultValues?: Partial<TConfigureFieldsFormSchema>;
+  onBack: (data: TConfigureFieldsFormSchema) => void;
+  onSubmit: (data: TConfigureFieldsFormSchema) => void;
+};
+
+export const ConfigureFieldsView = ({
+  configData,
+  documentData,
+  defaultValues,
+  onBack,
+  onSubmit,
+}: ConfigureFieldsViewProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { isWithinPageBounds, getFieldPosition, getPage } = useDocumentElement();
+
+  // Track if we're on a mobile device
+  const [isMobile, setIsMobile] = useState(false);
+
+  // State for managing the mobile drawer
+  const [isDrawerOpen, setIsDrawerOpen] = useState(false);
+
+  // Check for mobile viewport on component mount and resize
+  useEffect(() => {
+    const checkIfMobile = () => {
+      setIsMobile(window.innerWidth < 768);
+    };
+
+    // Initial check
+    checkIfMobile();
+
+    // Add resize listener
+    window.addEventListener('resize', checkIfMobile);
+
+    // Cleanup
+    return () => {
+      window.removeEventListener('resize', checkIfMobile);
+    };
+  }, []);
+
+  const normalizedDocumentData = useMemo(() => {
+    if (documentData) {
+      return documentData;
+    }
+
+    if (!configData.documentData) {
+      return null;
+    }
+
+    const data = base64.encode(configData.documentData?.data);
+
+    return {
+      id: 'preview',
+      type: 'BYTES_64',
+      data,
+      initialData: data,
+    } satisfies DocumentData;
+  }, [configData.documentData]);
+
+  const recipients = useMemo(() => {
+    return configData.signers.map<Recipient>((signer, index) => ({
+      id: signer.nativeId || index,
+      name: signer.name || '',
+      email: signer.email || '',
+      role: signer.role,
+      signingOrder: signer.signingOrder || null,
+      documentId: null,
+      templateId: null,
+      token: '',
+      documentDeletedAt: null,
+      expired: null,
+      signedAt: null,
+      authOptions: null,
+      rejectionReason: null,
+      sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
+      readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
+      signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+    }));
+  }, [configData.signers]);
+
+  const [selectedRecipient, setSelectedRecipient] = useState<Recipient | null>(
+    () => recipients.find((r) => r.signingStatus === SigningStatus.NOT_SIGNED) || null,
+  );
+  const [selectedField, setSelectedField] = useState<FieldType | null>(null);
+  const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
+  const [coords, setCoords] = useState({
+    x: 0,
+    y: 0,
+  });
+  const [activeFieldId, setActiveFieldId] = useState<string | null>(null);
+  const [lastActiveField, setLastActiveField] = useState<
+    TConfigureFieldsFormSchema['fields'][0] | null
+  >(null);
+  const [fieldClipboard, setFieldClipboard] = useState<
+    TConfigureFieldsFormSchema['fields'][0] | null
+  >(null);
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
+  const [currentField, setCurrentField] = useState<TConfigureFieldsFormSchema['fields'][0] | null>(
+    null,
+  );
+
+  const fieldBounds = useRef({
+    height: DEFAULT_HEIGHT_PX,
+    width: DEFAULT_WIDTH_PX,
+  });
+
+  const selectedRecipientIndex = recipients.findIndex((r) => r.id === selectedRecipient?.id);
+  const selectedRecipientStyles = useRecipientColors(
+    selectedRecipientIndex === -1 ? 0 : selectedRecipientIndex,
+  );
+
+  const form = useForm<TConfigureFieldsFormSchema>({
+    defaultValues: {
+      fields: defaultValues?.fields ?? [],
+    },
+  });
+
+  const { control, handleSubmit } = form;
+
+  const onFormSubmit = handleSubmit(onSubmit);
+
+  const {
+    append,
+    remove,
+    update,
+    fields: localFields,
+  } = useFieldArray({
+    control: control,
+    name: 'fields',
+  });
+
+  const onFieldCopy = useCallback(
+    (event?: KeyboardEvent | null, options?: { duplicate?: boolean; duplicateAll?: boolean }) => {
+      const { duplicate = false, duplicateAll = false } = options ?? {};
+
+      if (lastActiveField) {
+        event?.preventDefault();
+
+        if (duplicate) {
+          const newField: TConfigureFieldsFormSchema['fields'][0] = {
+            ...structuredClone(lastActiveField),
+            nativeId: undefined,
+            formId: nanoid(12),
+            signerEmail: selectedRecipient?.email ?? lastActiveField.signerEmail,
+            recipientId: selectedRecipient?.id ?? lastActiveField.recipientId,
+            pageX: lastActiveField.pageX + 3,
+            pageY: lastActiveField.pageY + 3,
+          };
+
+          append(newField);
+
+          return;
+        }
+
+        if (duplicateAll) {
+          const pages = Array.from(document.querySelectorAll(PDF_VIEWER_PAGE_SELECTOR));
+
+          pages.forEach((_, index) => {
+            const pageNumber = index + 1;
+
+            if (pageNumber === lastActiveField.pageNumber) {
+              return;
+            }
+
+            const newField: TConfigureFieldsFormSchema['fields'][0] = {
+              ...structuredClone(lastActiveField),
+              nativeId: undefined,
+              formId: nanoid(12),
+              signerEmail: selectedRecipient?.email ?? lastActiveField.signerEmail,
+              recipientId: selectedRecipient?.id ?? lastActiveField.recipientId,
+              pageNumber,
+            };
+
+            append(newField);
+          });
+
+          return;
+        }
+
+        setFieldClipboard(lastActiveField);
+
+        toast({
+          title: 'Copied field',
+          description: 'Copied field to clipboard',
+        });
+      }
+    },
+    [append, lastActiveField, selectedRecipient?.email, selectedRecipient?.id, toast],
+  );
+
+  const onFieldPaste = useCallback(
+    (event: KeyboardEvent) => {
+      if (fieldClipboard) {
+        event.preventDefault();
+
+        const copiedField = structuredClone(fieldClipboard);
+
+        append({
+          ...copiedField,
+          nativeId: undefined,
+          formId: nanoid(12),
+          signerEmail: selectedRecipient?.email ?? copiedField.signerEmail,
+          recipientId: selectedRecipient?.id ?? copiedField.recipientId,
+          pageX: copiedField.pageX + 3,
+          pageY: copiedField.pageY + 3,
+        });
+      }
+    },
+    [append, fieldClipboard, selectedRecipient?.email, selectedRecipient?.id],
+  );
+
+  useHotkeys(['ctrl+c', 'meta+c'], (evt) => onFieldCopy(evt));
+  useHotkeys(['ctrl+v', 'meta+v'], (evt) => onFieldPaste(evt));
+  useHotkeys(['ctrl+d', 'meta+d'], (evt) => onFieldCopy(evt, { duplicate: true }));
+
+  const onMouseMove = useCallback(
+    (event: MouseEvent) => {
+      if (!selectedField) return;
+
+      setIsFieldWithinBounds(
+        isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        ),
+      );
+
+      setCoords({
+        x: event.clientX - fieldBounds.current.width / 2,
+        y: event.clientY - fieldBounds.current.height / 2,
+      });
+    },
+    [isWithinPageBounds, selectedField],
+  );
+
+  const onMouseClick = useCallback(
+    (event: MouseEvent) => {
+      if (!selectedField || !selectedRecipient) {
+        return;
+      }
+
+      const $page = getPage(event, PDF_VIEWER_PAGE_SELECTOR);
+
+      if (
+        !$page ||
+        !isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        )
+      ) {
+        return;
+      }
+
+      const { top, left, height, width } = getBoundingClientRect($page);
+
+      const pageNumber = parseInt($page.getAttribute('data-page-number') ?? '1', 10);
+
+      // Calculate x and y as a percentage of the page width and height
+      let pageX = ((event.pageX - left) / width) * 100;
+      let pageY = ((event.pageY - top) / height) * 100;
+
+      // Get the bounds as a percentage of the page width and height
+      const fieldPageWidth = (fieldBounds.current.width / width) * 100;
+      const fieldPageHeight = (fieldBounds.current.height / height) * 100;
+
+      // And center it based on the bounds
+      pageX -= fieldPageWidth / 2;
+      pageY -= fieldPageHeight / 2;
+
+      const field = {
+        formId: nanoid(12),
+        type: selectedField,
+        pageNumber,
+        pageX,
+        pageY,
+        pageWidth: fieldPageWidth,
+        pageHeight: fieldPageHeight,
+        recipientId: selectedRecipient.id,
+        signerEmail: selectedRecipient.email,
+        fieldMeta: undefined,
+      };
+
+      append(field);
+
+      // Automatically open advanced settings for field types that need configuration
+      if (ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING.includes(selectedField)) {
+        setCurrentField(field);
+        setShowAdvancedSettings(true);
+      }
+
+      setSelectedField(null);
+    },
+    [append, getPage, isWithinPageBounds, selectedField, selectedRecipient],
+  );
+
+  const onFieldResize = useCallback(
+    (node: HTMLElement, index: number) => {
+      const field = localFields[index];
+
+      const $page = window.document.querySelector<HTMLElement>(
+        `${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
+      );
+
+      if (!$page) {
+        return;
+      }
+
+      const {
+        x: pageX,
+        y: pageY,
+        width: pageWidth,
+        height: pageHeight,
+      } = getFieldPosition($page, node);
+
+      update(index, {
+        ...field,
+        pageX,
+        pageY,
+        pageWidth,
+        pageHeight,
+      });
+    },
+    [getFieldPosition, localFields, update],
+  );
+
+  const onFieldMove = useCallback(
+    (node: HTMLElement, index: number) => {
+      const field = localFields[index];
+
+      const $page = window.document.querySelector<HTMLElement>(
+        `${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
+      );
+
+      if (!$page) {
+        return;
+      }
+
+      const { x: pageX, y: pageY } = getFieldPosition($page, node);
+
+      update(index, {
+        ...field,
+        pageX,
+        pageY,
+      });
+    },
+    [getFieldPosition, localFields, update],
+  );
+
+  const handleUpdateFieldMeta = useCallback(
+    (formId: string, fieldMeta: TFieldMetaSchema) => {
+      const fieldIndex = localFields.findIndex((field) => field.formId === formId);
+
+      if (fieldIndex !== -1) {
+        const parsedFieldMeta = ZFieldMetaSchema.parse(fieldMeta);
+
+        update(fieldIndex, {
+          ...localFields[fieldIndex],
+          fieldMeta: parsedFieldMeta,
+        });
+      }
+    },
+    [localFields, update],
+  );
+
+  useEffect(() => {
+    if (selectedField) {
+      window.addEventListener('mousemove', onMouseMove);
+      window.addEventListener('mouseup', onMouseClick);
+    }
+
+    return () => {
+      window.removeEventListener('mousemove', onMouseMove);
+      window.removeEventListener('mouseup', onMouseClick);
+    };
+  }, [onMouseClick, onMouseMove, selectedField]);
+
+  useEffect(() => {
+    const observer = new MutationObserver((_mutations) => {
+      const $page = document.querySelector(PDF_VIEWER_PAGE_SELECTOR);
+
+      if (!$page) {
+        return;
+      }
+
+      fieldBounds.current = {
+        height: Math.max(DEFAULT_HEIGHT_PX),
+        width: Math.max(DEFAULT_WIDTH_PX),
+      };
+    });
+
+    observer.observe(document.body, {
+      childList: true,
+      subtree: true,
+    });
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  // Close drawer when a field is selected on mobile
+  useEffect(() => {
+    if (isMobile && selectedField) {
+      setIsDrawerOpen(false);
+    }
+  }, [isMobile, selectedField]);
+
+  return (
+    <>
+      <div className="grid w-full grid-cols-12 gap-4">
+        {/* Desktop sidebar */}
+        {!isMobile && (
+          <div className="order-2 col-span-12 md:order-1 md:col-span-4">
+            <div className="bg-widget border-border sticky top-4 max-h-[calc(100vh-2rem)] rounded-lg border p-4 pb-6">
+              <h2 className="mb-1 text-lg font-medium">
+                <Trans>Configure Fields</Trans>
+              </h2>
+
+              <p className="text-muted-foreground mb-6 text-sm">
+                <Trans>Configure the fields you want to place on the document.</Trans>
+              </p>
+
+              <RecipientSelector
+                selectedRecipient={selectedRecipient}
+                onSelectedRecipientChange={setSelectedRecipient}
+                recipients={recipients}
+                className="w-full"
+              />
+
+              <hr className="my-6" />
+
+              <div className="space-y-2">
+                <FieldSelector
+                  selectedField={selectedField}
+                  onSelectedFieldChange={setSelectedField}
+                  className="w-full"
+                  disabled={!selectedRecipient}
+                />
+              </div>
+
+              <div className="mt-6 flex gap-2">
+                <Button
+                  type="button"
+                  variant="ghost"
+                  className="flex-1"
+                  loading={form.formState.isSubmitting}
+                  onClick={() => onBack(form.getValues())}
+                >
+                  <Trans>Back</Trans>
+                </Button>
+
+                <Button
+                  className="flex-1"
+                  type="button"
+                  loading={form.formState.isSubmitting}
+                  disabled={!form.formState.isValid}
+                  onClick={async () => onFormSubmit()}
+                >
+                  <Trans>Save</Trans>
+                </Button>
+              </div>
+            </div>
+          </div>
+        )}
+
+        <div className={cn('order-1 col-span-12 md:order-2', !isMobile && 'md:col-span-8')}>
+          <div className="relative">
+            {selectedField && (
+              <div
+                className={cn(
+                  'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white transition duration-200 [container-type:size]',
+                  selectedRecipientStyles.base,
+                  {
+                    '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
+                    'dark:text-black/60': isFieldWithinBounds,
+                  },
+                  selectedField === 'SIGNATURE' && 'font-signature',
+                )}
+                style={{
+                  top: coords.y,
+                  left: coords.x,
+                  height: fieldBounds.current.height,
+                  width: fieldBounds.current.width,
+                }}
+              >
+                <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
+                  {_(FRIENDLY_FIELD_TYPE[selectedField])}
+                </span>
+              </div>
+            )}
+
+            <Form {...form}>
+              {normalizedDocumentData && (
+                <div>
+                  <PDFViewer documentData={normalizedDocumentData} />
+
+                  <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+                    {localFields.map((field, index) => {
+                      const recipientIndex = recipients.findIndex(
+                        (r) => r.id === field.recipientId,
+                      );
+
+                      return (
+                        <FieldItem
+                          key={field.formId}
+                          field={field}
+                          minHeight={MIN_HEIGHT_PX}
+                          minWidth={MIN_WIDTH_PX}
+                          defaultHeight={DEFAULT_HEIGHT_PX}
+                          defaultWidth={DEFAULT_WIDTH_PX}
+                          onResize={(node) => onFieldResize(node, index)}
+                          onMove={(node) => onFieldMove(node, index)}
+                          onRemove={() => remove(index)}
+                          onDuplicate={() => onFieldCopy(null, { duplicate: true })}
+                          onDuplicateAllPages={() => onFieldCopy(null, { duplicateAll: true })}
+                          onFocus={() => setLastActiveField(field)}
+                          onBlur={() => setLastActiveField(null)}
+                          onAdvancedSettings={() => {
+                            setCurrentField(field);
+                            setShowAdvancedSettings(true);
+                          }}
+                          recipientIndex={recipientIndex}
+                          active={activeFieldId === field.formId}
+                          onFieldActivate={() => setActiveFieldId(field.formId)}
+                          onFieldDeactivate={() => setActiveFieldId(null)}
+                          disabled={selectedRecipient?.id !== field.recipientId}
+                        />
+                      );
+                    })}
+                  </ElementVisible>
+                </div>
+              )}
+            </Form>
+          </div>
+        </div>
+      </div>
+
+      {/* Mobile Floating Action Bar and Drawer */}
+      {isMobile && (
+        <Sheet open={isDrawerOpen} onOpenChange={setIsDrawerOpen}>
+          <SheetTrigger asChild>
+            <div className="bg-widget border-border fixed bottom-6 left-6 right-6 z-50 flex items-center justify-between gap-2 rounded-lg border p-4">
+              <span className="text-lg font-medium">
+                <Trans>Configure Fields</Trans>
+              </span>
+
+              <button
+                type="button"
+                className="border-border text-muted-foreground inline-flex h-10 w-10 items-center justify-center rounded-lg border"
+              >
+                <ChevronsUpDown className="h-6 w-6" />
+              </button>
+            </div>
+          </SheetTrigger>
+
+          <SheetContent
+            position="bottom"
+            size="xl"
+            className="bg-widget h-fit max-h-[80vh] overflow-y-auto rounded-t-xl p-4"
+          >
+            <h2 className="mb-1 text-lg font-medium">
+              <Trans>Configure Fields</Trans>
+            </h2>
+
+            <p className="text-muted-foreground mb-6 text-sm">
+              <Trans>Configure the fields you want to place on the document.</Trans>
+            </p>
+
+            <RecipientSelector
+              selectedRecipient={selectedRecipient}
+              onSelectedRecipientChange={setSelectedRecipient}
+              recipients={recipients}
+              className="w-full"
+            />
+
+            <hr className="my-6" />
+
+            <div className="space-y-2">
+              <FieldSelector
+                selectedField={selectedField}
+                onSelectedFieldChange={(field) => {
+                  setSelectedField(field);
+                  if (field) {
+                    setIsDrawerOpen(false);
+                  }
+                }}
+                className="w-full"
+                disabled={!selectedRecipient}
+              />
+            </div>
+
+            <div className="mt-6 flex gap-2">
+              <Button
+                type="button"
+                variant="ghost"
+                className="flex-1"
+                loading={form.formState.isSubmitting}
+                onClick={() => onBack(form.getValues())}
+              >
+                <Trans>Back</Trans>
+              </Button>
+
+              <Button
+                className="flex-1"
+                type="button"
+                loading={form.formState.isSubmitting}
+                disabled={!form.formState.isValid}
+                onClick={async () => onFormSubmit()}
+              >
+                <Trans>Save</Trans>
+              </Button>
+            </div>
+          </SheetContent>
+        </Sheet>
+      )}
+
+      <FieldAdvancedSettingsDrawer
+        isOpen={showAdvancedSettings}
+        onOpenChange={setShowAdvancedSettings}
+        currentField={currentField}
+        fields={localFields}
+        onFieldUpdate={handleUpdateFieldMeta}
+      />
+    </>
+  );
+};

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

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { FieldType } from '@documenso/prisma/client';
+
+export const ZConfigureFieldsFormSchema = z.object({
+  fields: z.array(
+    z.object({
+      nativeId: z.number().optional(),
+      formId: z.string().min(1),
+      type: z.nativeEnum(FieldType),
+      signerEmail: z.string().min(1),
+      inserted: z.boolean().optional(),
+      recipientId: z.number().min(0),
+      pageNumber: z.number().min(1),
+      pageX: z.number().min(0),
+      pageY: z.number().min(0),
+      pageWidth: z.number().min(0),
+      pageHeight: z.number().min(0),
+      fieldMeta: ZFieldMetaSchema.optional(),
+    }),
+  ),
+});
+
+export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
+
+export type TConfigureFieldsFormSchemaField = z.infer<
+  typeof ZConfigureFieldsFormSchema
+>['fields'][number];

apps/remix/app/components/embed/authoring/field-advanced-settings-drawer.tsx

@@ -0,0 +1,60 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+
+import { type TFieldMetaSchema as FieldMeta } from '@documenso/lib/types/field-meta';
+import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
+import { FieldAdvancedSettings } from '@documenso/ui/primitives/document-flow/field-item-advanced-settings';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+import { Sheet, SheetContent, SheetTitle } from '@documenso/ui/primitives/sheet';
+
+import type { TConfigureFieldsFormSchemaField } from './configure-fields-view.types';
+
+export type FieldAdvancedSettingsDrawerProps = {
+  isOpen: boolean;
+  onOpenChange: (isOpen: boolean) => void;
+  currentField: TConfigureFieldsFormSchemaField | null;
+  fields: TConfigureFieldsFormSchemaField[];
+  onFieldUpdate: (formId: string, fieldMeta: FieldMeta) => void;
+};
+
+export const FieldAdvancedSettingsDrawer = ({
+  isOpen,
+  onOpenChange,
+  currentField,
+  fields,
+  onFieldUpdate,
+}: FieldAdvancedSettingsDrawerProps) => {
+  const { _ } = useLingui();
+
+  if (!currentField) {
+    return null;
+  }
+
+  return (
+    <Sheet open={isOpen} onOpenChange={onOpenChange}>
+      <SheetContent position="right" size="lg" className="w-9/12 max-w-sm overflow-y-auto">
+        <SheetTitle className="sr-only">
+          {parseMessageDescriptor(
+            _,
+            msg`Configure ${parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[currentField.type])} Field`,
+          )}
+        </SheetTitle>
+
+        <FieldAdvancedSettings
+          title={msg`Advanced settings`}
+          description={msg`Configure the ${parseMessageDescriptor(
+            _,
+            FRIENDLY_FIELD_TYPE[currentField.type],
+          )} field`}
+          field={currentField}
+          fields={fields}
+          onAdvancedSettings={() => onOpenChange(false)}
+          onSave={(fieldMeta) => {
+            onFieldUpdate(currentField.formId, fieldMeta);
+            onOpenChange(false);
+          }}
+        />
+      </SheetContent>
+    </Sheet>
+  );
+};

apps/remix/app/components/embed/embed-authentication-required.tsx

@@ -8,11 +8,17 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 export type EmbedAuthenticationRequiredProps = {
   email?: string;
   returnTo: string;
+  isGoogleSSOEnabled?: boolean;
+  isOIDCSSOEnabled?: boolean;
+  oidcProviderLabel?: string;
 };
 
 export const EmbedAuthenticationRequired = ({
   email,
   returnTo,
+  // isGoogleSSOEnabled,
+  // isOIDCSSOEnabled,
+  // oidcProviderLabel,
 }: EmbedAuthenticationRequiredProps) => {
   return (
     <div className="flex min-h-[100dvh] w-full items-center justify-center">
@@ -28,7 +34,15 @@ export const EmbedAuthenticationRequired = ({
           </AlertDescription>
         </Alert>
 
-        <SignInForm className="mt-4" initialEmail={email} returnTo={returnTo} />
+        <SignInForm
+          // Embed currently not supported.
+          // isGoogleSSOEnabled={isGoogleSSOEnabled}
+          // isOIDCSSOEnabled={isOIDCSSOEnabled}
+          // oidcProviderLabel={oidcProviderLabel}
+          className="mt-4"
+          initialEmail={email}
+          returnTo={returnTo}
+        />
       </div>
     </div>
   );

apps/remix/app/components/embed/embed-client-loading.tsx

@@ -1,7 +1,11 @@
+import { Loader } from 'lucide-react';
+
 export const EmbedClientLoading = () => {
   return (
     <div className="bg-background fixed left-0 top-0 z-[9999] flex h-full w-full items-center justify-center">
-      Loading...
+      <Loader className="mr-2 h-4 w-4 animate-spin" />
+
+      <span>Loading...</span>
     </div>
   );
 };

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

@@ -3,8 +3,8 @@ import { useEffect, useLayoutEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { type DocumentData, type Field, FieldType } from '@prisma/client';
 import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@prisma/client';
+import { type DocumentData, type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useSearchParams } from 'react-router';
@@ -13,6 +13,10 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import {
+  isFieldUnsignedAndRequired,
+  isRequiredField,
+} from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -21,12 +25,11 @@ import type {
 } from '@documenso/trpc/server/field-router/schema';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { BrandingLogo } from '~/components/general/branding-logo';
@@ -47,7 +50,7 @@ export type EmbedDirectTemplateClientPageProps = {
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
@@ -58,23 +61,15 @@ export const EmbedDirectTemplateClientPage = ({
   fields,
   metadata,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhiteLabelling = false,
 }: EmbedDirectTemplateClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
   const [searchParams] = useSearchParams();
 
-  const {
-    fullName,
-    email,
-    signature,
-    signatureValid,
-    setFullName,
-    setEmail,
-    setSignature,
-    setSignatureValid,
-  } = useRequiredDocumentSigningContext();
+  const { fullName, email, signature, setFullName, setEmail, setSignature } =
+    useRequiredDocumentSigningContext();
 
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
@@ -92,7 +87,7 @@ export const EmbedDirectTemplateClientPage = ({
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
 
   const [pendingFields, _completedFields] = [
-    localFields.filter((field) => !field.inserted),
+    localFields.filter((field) => isFieldUnsignedAndRequired(field)),
     localFields.filter((field) => field.inserted),
   ];
 
@@ -110,7 +105,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value,
+          customText: payload.value ?? '',
           inserted: true,
           signedValue: payload,
         });
@@ -121,8 +116,10 @@ export const EmbedDirectTemplateClientPage = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
-            typedSignature: payload.value.startsWith('data:') ? null : payload.value,
+            signatureImageAsBase64:
+              payload.value && payload.value.startsWith('data:') ? payload.value : null,
+            typedSignature:
+              payload.value && !payload.value.startsWith('data:') ? payload.value : null,
           } satisfies Signature;
         }
 
@@ -180,7 +177,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(pendingFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -188,11 +185,7 @@ export const EmbedDirectTemplateClientPage = ({
 
   const onCompleteClick = async () => {
     try {
-      if (hasSignatureField && !signatureValid) {
-        return;
-      }
-
-      const valid = validateFieldsInserted(localFields);
+      const valid = validateFieldsInserted(pendingFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -205,12 +198,6 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
-      localFields.forEach((field) => {
-        if (!field.signedValue) {
-          throw new Error('Invalid configuration');
-        }
-      });
-
       const {
         documentId,
         token: documentToken,
@@ -221,13 +208,11 @@ export const EmbedDirectTemplateClientPage = ({
         directRecipientName: fullName,
         directRecipientEmail: email,
         templateUpdatedAt: updatedAt,
-        signedFieldValues: localFields.map((field) => {
-          if (!field.signedValue) {
-            throw new Error('Invalid configuration');
-          }
-
-          return field.signedValue;
-        }),
+        signedFieldValues: localFields
+          .filter((field) => {
+            return field.signedValue && (isRequiredField(field) || field.inserted);
+          })
+          .map((field) => field.signedValue!),
       });
 
       if (window.parent) {
@@ -286,7 +271,7 @@ export const EmbedDirectTemplateClientPage = ({
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhiteLabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -338,7 +323,7 @@ export const EmbedDirectTemplateClientPage = ({
       <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
         {/* Viewer */}
         <div className="flex-1">
-          <LazyPDFViewer
+          <PDFViewer
             documentData={documentData}
             onDocumentLoad={() => setHasDocumentLoaded(true)}
           />
@@ -347,7 +332,7 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Widget */}
         <div
           key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
           data-expanded={isExpanded || undefined}
         >
           <div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
@@ -415,40 +400,24 @@ export const EmbedDirectTemplateClientPage = ({
                   />
                 </div>
 
-                <div>
-                  <Label htmlFor="Signature">
-                    <Trans>Signature</Trans>
-                  </Label>
+                {hasSignatureField && (
+                  <div>
+                    <Label htmlFor="Signature">
+                      <Trans>Signature</Trans>
+                    </Label>
 
-                  <Card className="mt-2" gradient degrees={-120}>
-                    <CardContent className="p-0">
-                      <SignaturePad
-                        className="h-44 w-full"
-                        disabled={isThrottled || isSubmitting}
-                        defaultValue={signature ?? undefined}
-                        onChange={(value) => {
-                          setSignature(value);
-                        }}
-                        onValidityChange={(isValid) => {
-                          setSignatureValid(isValid);
-                        }}
-                        allowTypedSignature={Boolean(
-                          metadata &&
-                            'typedSignatureEnabled' in metadata &&
-                            metadata.typedSignatureEnabled,
-                        )}
-                      />
-                    </CardContent>
-                  </Card>
-
-                  {hasSignatureField && !signatureValid && (
-                    <div className="text-destructive mt-2 text-sm">
-                      <Trans>
-                        Signature is too small. Please provide a more complete signature.
-                      </Trans>
-                    </div>
-                  )}
-                </div>
+                    <SignaturePadDialog
+                      className="mt-2"
+                      disabled={isThrottled || isSubmitting}
+                      disableAnimation
+                      value={signature ?? ''}
+                      onChange={(v) => setSignature(v ?? '')}
+                      typedSignatureEnabled={metadata?.typedSignatureEnabled}
+                      uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
+                      drawSignatureEnabled={metadata?.drawSignatureEnabled}
+                    />
+                  </div>
+                )}
               </div>
             </div>
 
@@ -483,7 +452,6 @@ export const EmbedDirectTemplateClientPage = ({
 
         {/* Fields */}
         <EmbedDocumentFields
-          recipient={recipient}
           fields={localFields}
           metadata={metadata}
           onSignField={onSignField}

apps/remix/app/components/embed/embed-document-completed.tsx

@@ -10,9 +10,8 @@ export type EmbedDocumentCompletedPageProps = {
 };
 
 export const EmbedDocumentCompleted = ({ name, signature }: EmbedDocumentCompletedPageProps) => {
-  console.log({ signature });
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--DocumentCompleted relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       <h3 className="text-foreground text-2xl font-semibold">
         <Trans>Document Completed!</Trans>
       </h3>

apps/remix/app/components/embed/embed-document-fields.tsx

@@ -1,4 +1,4 @@
-import type { DocumentMeta, Recipient, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta, TemplateMeta } from '@prisma/client';
 import { type Field, FieldType } from '@prisma/client';
 import { match } from 'ts-pattern';
 
@@ -31,7 +31,6 @@ import { DocumentSigningSignatureField } from '~/components/general/document-sig
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
 
 export type EmbedDocumentFieldsProps = {
-  recipient: Recipient;
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
@@ -39,7 +38,6 @@ export type EmbedDocumentFieldsProps = {
 };
 
 export const EmbedDocumentFields = ({
-  recipient,
   fields,
   metadata,
   onSignField,
@@ -53,17 +51,17 @@ export const EmbedDocumentFields = ({
             <DocumentSigningSignatureField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
               typedSignatureEnabled={metadata?.typedSignatureEnabled}
+              uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
+              drawSignatureEnabled={metadata?.drawSignatureEnabled}
             />
           ))
           .with(FieldType.INITIALS, () => (
             <DocumentSigningInitialsField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
             />
@@ -72,7 +70,6 @@ export const EmbedDocumentFields = ({
             <DocumentSigningNameField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
             />
@@ -81,7 +78,6 @@ export const EmbedDocumentFields = ({
             <DocumentSigningDateField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
               dateFormat={metadata?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
@@ -92,7 +88,6 @@ export const EmbedDocumentFields = ({
             <DocumentSigningEmailField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
             />
@@ -107,7 +102,6 @@ export const EmbedDocumentFields = ({
               <DocumentSigningTextField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -123,7 +117,6 @@ export const EmbedDocumentFields = ({
               <DocumentSigningNumberField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -139,7 +132,6 @@ export const EmbedDocumentFields = ({
               <DocumentSigningRadioField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -155,7 +147,6 @@ export const EmbedDocumentFields = ({
               <DocumentSigningCheckboxField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -171,7 +162,6 @@ export const EmbedDocumentFields = ({
               <DocumentSigningDropdownField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />

apps/remix/app/components/embed/embed-document-rejected.tsx

@@ -0,0 +1,33 @@
+import { Trans } from '@lingui/react/macro';
+import { XCircle } from 'lucide-react';
+
+export const EmbedDocumentRejected = () => {
+  return (
+    <div className="embed--DocumentRejected relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+      <div className="flex flex-col items-center">
+        <div className="flex items-center gap-x-4">
+          <XCircle className="text-destructive h-10 w-10" />
+
+          <h2 className="max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+            <Trans>Document Rejected</Trans>
+          </h2>
+        </div>
+
+        <div className="text-destructive mt-4 flex items-center text-center text-sm">
+          <Trans>You have rejected this document</Trans>
+        </div>
+
+        <p className="text-muted-foreground mt-6 max-w-[60ch] text-center text-sm">
+          <Trans>
+            The document owner has been notified of your decision. They may contact you with further
+            instructions if necessary.
+          </Trans>
+        </p>
+
+        <p className="text-muted-foreground mt-2 max-w-[60ch] text-center text-sm">
+          <Trans>No further action is required from you at this time.</Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

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

@@ -1,24 +1,34 @@
-import { useEffect, useLayoutEffect, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, Recipient, TemplateMeta } from '@prisma/client';
-import { type DocumentData, type Field, FieldType } from '@prisma/client';
+import type { DocumentMeta, TemplateMeta } from '@prisma/client';
+import {
+  type DocumentData,
+  type Field,
+  FieldType,
+  RecipientRole,
+  SigningStatus,
+} from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
+import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { BrandingLogo } from '~/components/general/branding-logo';
@@ -26,20 +36,25 @@ import { injectCss } from '~/utils/css-vars';
 
 import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-schema';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
+import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
+import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';
+import { EmbedDocumentRejected } from './embed-document-rejected';
 
 export type EmbedSignDocumentClientPageProps = {
   token: string;
   documentId: number;
   documentData: DocumentData;
-  recipient: Recipient;
+  recipient: RecipientWithFields;
   fields: Field[];
+  completedFields: DocumentField[];
   metadata?: DocumentMeta | TemplateMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhitelabelling?: boolean;
+  allRecipients?: RecipientWithFields[];
 };
 
 export const EmbedSignDocumentClientPage = ({
@@ -48,48 +63,63 @@ export const EmbedSignDocumentClientPage = ({
   documentData,
   recipient,
   fields,
+  completedFields,
   metadata,
   isCompleted,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhitelabelling = false,
+  allRecipients = [],
 }: EmbedSignDocumentClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const {
-    fullName,
-    email,
-    signature,
-    signatureValid,
-    setFullName,
-    setSignature,
-    setSignatureValid,
-  } = useRequiredDocumentSigningContext();
+  const { fullName, email, signature, setFullName, setSignature } =
+    useRequiredDocumentSigningContext();
 
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
   const [hasCompletedDocument, setHasCompletedDocument] = useState(isCompleted);
+  const [hasRejectedDocument, setHasRejectedDocument] = useState(
+    recipient.signingStatus === SigningStatus.REJECTED,
+  );
+  const [selectedSignerId, setSelectedSignerId] = useState<number | null>(
+    allRecipients.length > 0 ? allRecipients[0].id : null,
+  );
 
   const [isExpanded, setIsExpanded] = useState(false);
-
   const [isNameLocked, setIsNameLocked] = useState(false);
-
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
+  const [showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] =
+    useState(false);
+
+  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
+
+  const selectedSigner = allRecipients.find((r) => r.id === selectedSignerId);
+  const isAssistantMode = recipient.role === RecipientRole.ASSISTANT;
 
   const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
 
   const [pendingFields, _completedFields] = [
-    fields.filter((field) => !field.inserted),
+    fields.filter(
+      (field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field),
+    ),
     fields.filter((field) => field.inserted),
   ];
 
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
+  const fieldsRequiringValidation = useMemo(
+    () => fields.filter(isFieldUnsignedAndRequired),
+    [fields],
+  );
+
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
+  const assistantSignersId = useId();
+
   const onNextFieldClick = () => {
-    validateFieldsInserted(fields);
+    validateFieldsInserted(fieldsRequiringValidation);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -97,11 +127,7 @@ export const EmbedSignDocumentClientPage = ({
 
   const onCompleteClick = async () => {
     try {
-      if (hasSignatureField && !signatureValid) {
-        return;
-      }
-
-      const valid = validateFieldsInserted(fields);
+      const valid = validateFieldsInserted(fieldsRequiringValidation);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -149,6 +175,25 @@ export const EmbedSignDocumentClientPage = ({
     }
   };
 
+  const onDocumentRejected = (reason: string) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-rejected',
+          data: {
+            token,
+            documentId,
+            recipientId: recipient.id,
+            reason,
+          },
+        },
+        '*',
+      );
+    }
+
+    setHasRejectedDocument(true);
+  };
+
   useLayoutEffect(() => {
     const hash = window.location.hash.slice(1);
 
@@ -162,12 +207,14 @@ export const EmbedSignDocumentClientPage = ({
       // Since a recipient can be provided a name we can lock it without requiring
       // a to be provided by the parent application, unlike direct templates.
       setIsNameLocked(!!data.lockName);
+      setAllowDocumentRejection(!!data.allowDocumentRejection);
+      setShowOtherRecipientsCompletedFields(!!data.showOtherRecipientsCompletedFields);
 
       if (data.darkModeDisabled) {
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhitelabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -196,6 +243,10 @@ export const EmbedSignDocumentClientPage = ({
     }
   }, [hasFinishedInit, hasDocumentLoaded]);
 
+  if (hasRejectedDocument) {
+    return <EmbedDocumentRejected />;
+  }
+
   if (hasCompletedDocument) {
     return (
       <EmbedDocumentCompleted
@@ -213,164 +264,229 @@ export const EmbedSignDocumentClientPage = ({
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
-      {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
+    <DocumentSigningRecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
+      <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+        {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-      <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
-        {/* Viewer */}
-        <div className="flex-1">
-          <LazyPDFViewer
-            documentData={documentData}
-            onDocumentLoad={() => setHasDocumentLoaded(true)}
-          />
-        </div>
+        {allowDocumentRejection && (
+          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+            <DocumentSigningRejectDialog
+              document={{ id: documentId }}
+              token={token}
+              onRejected={onDocumentRejected}
+            />
+          </div>
+        )}
 
-        {/* Widget */}
-        <div
-          key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
-          data-expanded={isExpanded || undefined}
-        >
-          <div className="border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
-            {/* Header */}
-            <div>
-              <div className="flex items-center justify-between gap-x-2">
-                <h3 className="text-foreground text-xl font-semibold md:text-2xl">
-                  <Trans>Sign document</Trans>
-                </h3>
+        <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
+          {/* Viewer */}
+          <div className="embed--DocumentViewer flex-1">
+            <PDFViewer
+              documentData={documentData}
+              onDocumentLoad={() => setHasDocumentLoaded(true)}
+            />
+          </div>
 
-                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                  {isExpanded ? (
-                    <LucideChevronDown
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(false)}
-                    />
-                  ) : (
-                    <LucideChevronUp
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(true)}
-                    />
-                  )}
-                </Button>
-              </div>
-            </div>
+          {/* Widget */}
+          <div
+            key={isExpanded ? 'expanded' : 'collapsed'}
+            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+            data-expanded={isExpanded || undefined}
+          >
+            <div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
+              {/* Header */}
+              <div className="embed--DocumentWidgetHeader">
+                <div className="flex items-center justify-between gap-x-2">
+                  <h3 className="text-foreground text-xl font-semibold md:text-2xl">
+                    {isAssistantMode ? (
+                      <Trans>Assist with signing</Trans>
+                    ) : (
+                      <Trans>Sign document</Trans>
+                    )}
+                  </h3>
 
-            <div className="hidden group-data-[expanded]/document-widget:block md:block">
-              <p className="text-muted-foreground mt-2 text-sm">
-                <Trans>Sign the document to complete the process.</Trans>
-              </p>
-
-              <hr className="border-border mb-8 mt-4" />
-            </div>
-
-            {/* Form */}
-            <div className="-mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
-              <div className="flex flex-1 flex-col gap-y-4">
-                <div>
-                  <Label htmlFor="full-name">
-                    <Trans>Full Name</Trans>
-                  </Label>
-
-                  <Input
-                    type="text"
-                    id="full-name"
-                    className="bg-background mt-2"
-                    disabled={isNameLocked}
-                    value={fullName}
-                    onChange={(e) => !isNameLocked && setFullName(e.target.value)}
-                  />
-                </div>
-
-                <div>
-                  <Label htmlFor="email">
-                    <Trans>Email</Trans>
-                  </Label>
-
-                  <Input
-                    type="email"
-                    id="email"
-                    className="bg-background mt-2"
-                    value={email}
-                    disabled
-                  />
-                </div>
-
-                <div>
-                  <Label htmlFor="Signature">
-                    <Trans>Signature</Trans>
-                  </Label>
-
-                  <Card className="mt-2" gradient degrees={-120}>
-                    <CardContent className="p-0">
-                      <SignaturePad
-                        className="h-44 w-full"
-                        disabled={isThrottled || isSubmitting}
-                        defaultValue={signature ?? undefined}
-                        onChange={(value) => {
-                          setSignature(value);
-                        }}
-                        onValidityChange={(isValid) => {
-                          setSignatureValid(isValid);
-                        }}
-                        allowTypedSignature={Boolean(
-                          metadata &&
-                            'typedSignatureEnabled' in metadata &&
-                            metadata.typedSignatureEnabled,
-                        )}
+                  <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
+                    {isExpanded ? (
+                      <LucideChevronDown
+                        className="text-muted-foreground h-5 w-5"
+                        onClick={() => setIsExpanded(false)}
                       />
-                    </CardContent>
-                  </Card>
+                    ) : (
+                      <LucideChevronUp
+                        className="text-muted-foreground h-5 w-5"
+                        onClick={() => setIsExpanded(true)}
+                      />
+                    )}
+                  </Button>
+                </div>
+              </div>
 
-                  {hasSignatureField && !signatureValid && (
-                    <div className="text-destructive mt-2 text-sm">
-                      <Trans>
-                        Signature is too small. Please provide a more complete signature.
-                      </Trans>
+              <div className="embed--DocumentWidgetContent hidden group-data-[expanded]/document-widget:block md:block">
+                <p className="text-muted-foreground mt-2 text-sm">
+                  {isAssistantMode ? (
+                    <Trans>Help complete the document for other signers.</Trans>
+                  ) : (
+                    <Trans>Sign the document to complete the process.</Trans>
+                  )}
+                </p>
+
+                <hr className="border-border mb-8 mt-4" />
+              </div>
+
+              {/* Form */}
+              <div className="embed--DocumentWidgetForm -mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
+                <div className="flex flex-1 flex-col gap-y-4">
+                  {isAssistantMode && (
+                    <div>
+                      <Label>
+                        <Trans>Signing for</Trans>
+                      </Label>
+
+                      <fieldset className="dark:bg-background border-border mt-2 rounded-2xl border bg-white p-3">
+                        <RadioGroup
+                          className="gap-0 space-y-3 shadow-none"
+                          value={selectedSignerId?.toString()}
+                          onValueChange={(value) => setSelectedSignerId(Number(value))}
+                        >
+                          {allRecipients
+                            .filter((r) => r.fields.length > 0)
+                            .map((r) => (
+                              <div
+                                key={`${assistantSignersId}-${r.id}`}
+                                className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
+                              >
+                                <div className="flex items-center justify-between">
+                                  <div className="flex items-center gap-3">
+                                    <RadioGroupItem
+                                      id={`${assistantSignersId}-${r.id}`}
+                                      value={r.id.toString()}
+                                      className="after:absolute after:inset-0"
+                                    />
+
+                                    <div className="grid grow gap-1">
+                                      <Label
+                                        className="inline-flex items-start"
+                                        htmlFor={`${assistantSignersId}-${r.id}`}
+                                      >
+                                        {r.name}
+
+                                        {r.id === recipient.id && (
+                                          <span className="text-muted-foreground ml-2">
+                                            {_(msg`(You)`)}
+                                          </span>
+                                        )}
+                                      </Label>
+                                      <p className="text-muted-foreground text-xs">{r.email}</p>
+                                    </div>
+                                  </div>
+                                  <div className="text-muted-foreground text-xs leading-[inherit]">
+                                    {r.fields.length} {r.fields.length === 1 ? 'field' : 'fields'}
+                                  </div>
+                                </div>
+                              </div>
+                            ))}
+                        </RadioGroup>
+                      </fieldset>
                     </div>
                   )}
+
+                  {!isAssistantMode && (
+                    <>
+                      <div>
+                        <Label htmlFor="full-name">
+                          <Trans>Full Name</Trans>
+                        </Label>
+
+                        <Input
+                          type="text"
+                          id="full-name"
+                          className="bg-background mt-2"
+                          disabled={isNameLocked}
+                          value={fullName}
+                          onChange={(e) => !isNameLocked && setFullName(e.target.value)}
+                        />
+                      </div>
+
+                      <div>
+                        <Label htmlFor="email">
+                          <Trans>Email</Trans>
+                        </Label>
+
+                        <Input
+                          type="email"
+                          id="email"
+                          className="bg-background mt-2"
+                          value={email}
+                          disabled
+                        />
+                      </div>
+
+                      {hasSignatureField && (
+                        <div>
+                          <Label htmlFor="Signature">
+                            <Trans>Signature</Trans>
+                          </Label>
+
+                          <SignaturePadDialog
+                            className="mt-2"
+                            disabled={isThrottled || isSubmitting}
+                            disableAnimation
+                            value={signature ?? ''}
+                            onChange={(v) => setSignature(v ?? '')}
+                            typedSignatureEnabled={metadata?.typedSignatureEnabled}
+                            uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
+                            drawSignatureEnabled={metadata?.drawSignatureEnabled}
+                          />
+                        </div>
+                      )}
+                    </>
+                  )}
                 </div>
               </div>
-            </div>
 
-            <div className="hidden flex-1 group-data-[expanded]/document-widget:block md:block" />
+              <div className="hidden flex-1 group-data-[expanded]/document-widget:block md:block" />
 
-            <div className="mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
-              {pendingFields.length > 0 ? (
-                <Button className="col-start-2" onClick={() => onNextFieldClick()}>
-                  <Trans>Next</Trans>
-                </Button>
-              ) : (
-                <Button
-                  className="col-start-2"
-                  disabled={isThrottled || (hasSignatureField && !signatureValid)}
-                  loading={isSubmitting}
-                  onClick={() => throttledOnCompleteClick()}
-                >
-                  <Trans>Complete</Trans>
-                </Button>
-              )}
+              <div className="embed--DocumentWidgetFooter mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
+                {pendingFields.length > 0 ? (
+                  <Button className="col-start-2" onClick={() => onNextFieldClick()}>
+                    <Trans>Next</Trans>
+                  </Button>
+                ) : (
+                  <Button
+                    className={allowDocumentRejection ? 'col-start-2' : 'col-span-2'}
+                    disabled={isThrottled}
+                    loading={isSubmitting}
+                    onClick={() => throttledOnCompleteClick()}
+                  >
+                    <Trans>Complete</Trans>
+                  </Button>
+                )}
+              </div>
             </div>
           </div>
+
+          <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+            {showPendingFieldTooltip && pendingFields.length > 0 && (
+              <FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
+                <Trans>Click to insert field</Trans>
+              </FieldToolTip>
+            )}
+          </ElementVisible>
+
+          {/* Fields */}
+          <EmbedDocumentFields fields={fields} metadata={metadata} />
+
+          {/* Completed fields */}
+          <DocumentReadOnlyFields documentMeta={metadata || undefined} fields={completedFields} />
         </div>
 
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-          {showPendingFieldTooltip && pendingFields.length > 0 && (
-            <FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
-              <Trans>Click to insert field</Trans>
-            </FieldToolTip>
-          )}
-        </ElementVisible>
-
-        {/* Fields */}
-        <EmbedDocumentFields recipient={recipient} fields={fields} metadata={metadata} />
+        {!hidePoweredBy && (
+          <div className="bg-primary text-primary-foreground fixed bottom-0 left-0 z-40 rounded-tr px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100">
+            <span>Powered by</span>
+            <BrandingLogo className="ml-2 inline-block h-[14px]" />
+          </div>
+        )}
       </div>
-
-      {!hidePoweredBy && (
-        <div className="bg-primary text-primary-foreground fixed bottom-0 left-0 z-40 rounded-tr px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100">
-          <span>Powered by</span>
-          <BrandingLogo className="ml-2 inline-block h-[14px]" />
-        </div>
-      )}
-    </div>
+    </DocumentSigningRecipientProvider>
   );
 };

apps/remix/app/components/embed/embed-document-waiting-for-turn.tsx

@@ -0,0 +1,46 @@
+import { useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+
+export const EmbedDocumentWaitingForTurn = () => {
+  const [hasPostedMessage, setHasPostedMessage] = useState(false);
+
+  useEffect(() => {
+    if (window.parent && !hasPostedMessage) {
+      window.parent.postMessage(
+        {
+          action: 'document-waiting-for-turn',
+          data: null,
+        },
+        '*',
+      );
+    }
+
+    setHasPostedMessage(true);
+  }, [hasPostedMessage]);
+
+  if (!hasPostedMessage) {
+    return null;
+  }
+
+  return (
+    <div className="embed--WaitingForTurn relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+      <h3 className="text-foreground text-center text-2xl font-bold">
+        <Trans>Waiting for Your Turn</Trans>
+      </h3>
+
+      <div className="mt-8 max-w-[50ch] text-center">
+        <p className="text-muted-foreground text-sm">
+          <Trans>
+            It's currently not your turn to sign. Please check back soon as this document should be
+            available for you to sign shortly.
+          </Trans>
+        </p>
+
+        <p className="text-muted-foreground mt-4 text-sm">
+          <Trans>Please check with the parent application for more information.</Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/forms/2fa/disable-authenticator-app-dialog.tsx

@@ -6,10 +6,10 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { flushSync } from 'react-dom';
 import { useForm } from 'react-hook-form';
-import { useRevalidator } from 'react-router';
 import { z } from 'zod';
 
-import { trpc } from '@documenso/trpc/react';
+import { authClient } from '@documenso/auth/client';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -42,13 +42,11 @@ export type TDisable2FAForm = z.infer<typeof ZDisable2FAForm>;
 export const DisableAuthenticatorAppDialog = () => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { revalidate } = useRevalidator();
+  const { refreshSession } = useSession();
 
   const [isOpen, setIsOpen] = useState(false);
   const [twoFactorDisableMethod, setTwoFactorDisableMethod] = useState<'totp' | 'backup'>('totp');
 
-  const { mutateAsync: disable2FA } = trpc.twoFactorAuthentication.disable.useMutation();
-
   const disable2FAForm = useForm<TDisable2FAForm>({
     defaultValues: {
       totpCode: '',
@@ -81,7 +79,7 @@ export const DisableAuthenticatorAppDialog = () => {
 
   const onDisable2FAFormSubmit = async ({ totpCode, backupCode }: TDisable2FAForm) => {
     try {
-      await disable2FA({ totpCode, backupCode });
+      await authClient.twoFactor.disable({ totpCode, backupCode });
 
       toast({
         title: _(msg`Two-factor authentication disabled`),
@@ -94,7 +92,7 @@ export const DisableAuthenticatorAppDialog = () => {
         onCloseTwoFactorDisableDialog();
       });
 
-      await revalidate();
+      await refreshSession();
     } catch (_err) {
       toast({
         title: _(msg`Unable to disable two-factor authentication`),

apps/remix/app/components/forms/2fa/enable-authenticator-app-dialog.tsx

@@ -5,12 +5,12 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
-import { useRevalidator } from 'react-router';
 import { renderSVG } from 'uqr';
 import { z } from 'zod';
 
+import { authClient } from '@documenso/auth/client';
 import { downloadFile } from '@documenso/lib/client-only/download-file';
-import { trpc } from '@documenso/trpc/react';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -48,28 +48,12 @@ export type EnableAuthenticatorAppDialogProps = {
 export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorAppDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { revalidate } = useRevalidator();
+  const { refreshSession } = useSession();
 
   const [isOpen, setIsOpen] = useState(false);
   const [recoveryCodes, setRecoveryCodes] = useState<string[] | null>(null);
-
-  const { mutateAsync: enable2FA } = trpc.twoFactorAuthentication.enable.useMutation();
-
-  const {
-    mutateAsync: setup2FA,
-    data: setup2FAData,
-    isPending: isSettingUp2FA,
-  } = trpc.twoFactorAuthentication.setup.useMutation({
-    onError: () => {
-      toast({
-        title: _(msg`Unable to setup two-factor authentication`),
-        description: _(
-          msg`We were unable to setup two-factor authentication for your account. Please ensure that you have entered your code correctly and try again.`,
-        ),
-        variant: 'destructive',
-      });
-    },
-  });
+  const [isSettingUp2FA, setIsSettingUp2FA] = useState(false);
+  const [setup2FAData, setSetup2FAData] = useState<{ uri: string; secret: string } | null>(null);
 
   const enable2FAForm = useForm<TEnable2FAForm>({
     defaultValues: {
@@ -80,9 +64,36 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
 
   const { isSubmitting: isEnabling2FA } = enable2FAForm.formState;
 
+  const setup2FA = async () => {
+    if (isSettingUp2FA) {
+      return;
+    }
+
+    setIsSettingUp2FA(true);
+    setSetup2FAData(null);
+
+    try {
+      const data = await authClient.twoFactor.setup();
+      await refreshSession();
+
+      setSetup2FAData(data);
+    } catch (err) {
+      toast({
+        title: _(msg`Unable to setup two-factor authentication`),
+        description: _(
+          msg`We were unable to setup two-factor authentication for your account. Please ensure that you have entered your code correctly and try again.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+
+    setIsSettingUp2FA(false);
+  };
+
   const onEnable2FAFormSubmit = async ({ token }: TEnable2FAForm) => {
     try {
-      const data = await enable2FA({ code: token });
+      const data = await authClient.twoFactor.enable({ code: token });
+      await refreshSession();
 
       setRecoveryCodes(data.recoveryCodes);
       onSuccess?.();
@@ -130,7 +141,6 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
 
     if (!isOpen && recoveryCodes && recoveryCodes.length > 0) {
       setRecoveryCodes(null);
-      void revalidate();
     }
 
     // eslint-disable-next-line react-hooks/exhaustive-deps

apps/remix/app/components/forms/2fa/view-recovery-codes-dialog.tsx

@@ -6,9 +6,9 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { z } from 'zod';
 
+import { authClient } from '@documenso/auth/client';
 import { downloadFile } from '@documenso/lib/client-only/download-file';
 import { AppError } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -41,20 +41,32 @@ export type TViewRecoveryCodesForm = z.infer<typeof ZViewRecoveryCodesForm>;
 export const ViewRecoveryCodesDialog = () => {
   const [isOpen, setIsOpen] = useState(false);
 
-  const {
-    data: recoveryCodes,
-    mutate,
-    isPending,
-    error,
-  } = trpc.twoFactorAuthentication.viewRecoveryCodes.useMutation();
+  const [recoveryCodes, setRecoveryCodes] = useState<string[] | null>(null);
+  const [error, setError] = useState<string | null>(null);
 
-  const viewRecoveryCodesForm = useForm<TViewRecoveryCodesForm>({
+  const form = useForm<TViewRecoveryCodesForm>({
     defaultValues: {
       token: '',
     },
     resolver: zodResolver(ZViewRecoveryCodesForm),
   });
 
+  const onFormSubmit = async ({ token }: TViewRecoveryCodesForm) => {
+    setError(null);
+
+    try {
+      const data = await authClient.twoFactor.viewRecoveryCodes({
+        token,
+      });
+
+      setRecoveryCodes(data.backupCodes);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      setError(error.code);
+    }
+  };
+
   const downloadRecoveryCodes = () => {
     if (recoveryCodes) {
       const blob = new Blob([recoveryCodes.join('\n')], {
@@ -106,8 +118,8 @@ export const ViewRecoveryCodesDialog = () => {
             </DialogFooter>
           </div>
         ) : (
-          <Form {...viewRecoveryCodesForm}>
-            <form onSubmit={viewRecoveryCodesForm.handleSubmit((value) => mutate(value))}>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onFormSubmit)}>
               <DialogHeader className="mb-4">
                 <DialogTitle>
                   <Trans>View Recovery Codes</Trans>
@@ -118,10 +130,10 @@ export const ViewRecoveryCodesDialog = () => {
                 </DialogDescription>
               </DialogHeader>
 
-              <fieldset className="flex flex-col space-y-4" disabled={isPending}>
+              <fieldset className="flex flex-col space-y-4" disabled={form.formState.isSubmitting}>
                 <FormField
                   name="token"
-                  control={viewRecoveryCodesForm.control}
+                  control={form.control}
                   render={({ field }) => (
                     <FormItem>
                       <FormControl>
@@ -161,7 +173,7 @@ export const ViewRecoveryCodesDialog = () => {
                     </Button>
                   </DialogClose>
 
-                  <Button type="submit" loading={isPending}>
+                  <Button type="submit" loading={form.formState.isSubmitting}>
                     <Trans>View</Trans>
                   </Button>
                 </DialogFooter>

apps/remix/app/components/forms/avatar-image.tsx

@@ -42,7 +42,7 @@ export type AvatarImageFormProps = {
 };
 
 export const AvatarImageForm = ({ className }: AvatarImageFormProps) => {
-  const { user } = useSession();
+  const { user, refreshSession } = useSession();
   const { _ } = useLingui();
   const { toast } = useToast();
   const { revalidate } = useRevalidator();
@@ -103,13 +103,13 @@ export const AvatarImageForm = ({ className }: AvatarImageFormProps) => {
         teamId: team?.id,
       });
 
+      await refreshSession();
+
       toast({
         title: _(msg`Avatar Updated`),
         description: _(msg`Your avatar has been updated successfully.`),
         duration: 5000,
       });
-
-      void revalidate();
     } catch (err) {
       const error = AppError.parseError(err);
 

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

@@ -122,7 +122,7 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
             render={({ field }) => (
               <FormItem>
                 <FormLabel>
-                  <Trans>Password</Trans>
+                  <Trans>New Password</Trans>
                 </FormLabel>
                 <FormControl>
                   <PasswordInput autoComplete="new-password" {...field} />

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

@@ -3,7 +3,6 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
-import { useRevalidator } from 'react-router';
 import { z } from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
@@ -20,12 +19,15 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZProfileFormSchema = z.object({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
-  signature: z.string().min(1, 'Signature Pad cannot be empty'),
+  name: z
+    .string()
+    .trim()
+    .min(1, { message: msg`Please enter a valid name.`.id }),
+  signature: z.string().min(1, { message: msg`Signature Pad cannot be empty.`.id }),
 });
 
 export const ZTwoFactorAuthTokenSchema = z.object({
@@ -42,8 +44,7 @@ export type ProfileFormProps = {
 export const ProfileForm = ({ className }: ProfileFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { user } = useSession();
-  const { revalidate } = useRevalidator();
+  const { user, refreshSession } = useSession();
 
   const form = useForm<TProfileFormSchema>({
     values: {
@@ -64,13 +65,13 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
         signature,
       });
 
+      await refreshSession();
+
       toast({
         title: _(msg`Profile updated`),
         description: _(msg`Your profile has been updated successfully.`),
         duration: 5000,
       });
-
-      await revalidate();
     } catch (err) {
       toast({
         title: _(msg`An unknown error occurred`),
@@ -111,22 +112,20 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
             </Label>
             <Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
           </div>
+
           <FormField
             control={form.control}
             name="signature"
-            render={({ field: { onChange } }) => (
+            render={({ field: { onChange, value } }) => (
               <FormItem>
                 <FormLabel>
                   <Trans>Signature</Trans>
                 </FormLabel>
                 <FormControl>
-                  <SignaturePad
-                    className="h-44 w-full"
+                  <SignaturePadDialog
                     disabled={isSubmitting}
-                    containerClassName={cn('rounded-lg border bg-background')}
-                    defaultValue={user.signature ?? undefined}
+                    value={value}
                     onChange={(v) => onChange(v ?? '')}
-                    allowTypedSignature={true}
                   />
                 </FormControl>
                 <FormMessage />
@@ -136,7 +135,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
         </fieldset>
 
         <Button type="submit" loading={isSubmitting} className="self-end">
-          {isSubmitting ? <Trans>Updating profile...</Trans> : <Trans>Update profile</Trans>}
+          <Trans>Update profile</Trans>
         </Button>
       </form>
     </Form>

apps/remix/app/components/forms/public-profile-claim-dialog.tsx

@@ -1,197 +0,0 @@
-import React, { useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import type { User } from '@prisma/client';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import profileClaimTeaserImage from '@documenso/assets/images/profile-claim-teaser.png';
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogHeader,
-  DialogTitle,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { UserProfileSkeleton } from '../general/user-profile-skeleton';
-
-export const ZClaimPublicProfileFormSchema = z.object({
-  url: z
-    .string()
-    .trim()
-    .toLowerCase()
-    .min(1, { message: 'Please enter a valid username.' })
-    .regex(/^[a-z0-9-]+$/, {
-      message: 'Username can only container alphanumeric characters and dashes.',
-    }),
-});
-
-export type TClaimPublicProfileFormSchema = z.infer<typeof ZClaimPublicProfileFormSchema>;
-
-export type ClaimPublicProfileDialogFormProps = {
-  open: boolean;
-  onOpenChange?: (open: boolean) => void;
-  onClaimed?: () => void;
-  user: User;
-};
-
-export const ClaimPublicProfileDialogForm = ({
-  open,
-  onOpenChange,
-  onClaimed,
-  user,
-}: ClaimPublicProfileDialogFormProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [claimed, setClaimed] = useState(false);
-
-  const baseUrl = new URL(NEXT_PUBLIC_WEBAPP_URL() ?? 'http://localhost:3000');
-
-  const form = useForm<TClaimPublicProfileFormSchema>({
-    values: {
-      url: user.url || '',
-    },
-    resolver: zodResolver(ZClaimPublicProfileFormSchema),
-  });
-
-  const { mutateAsync: updatePublicProfile } = trpc.profile.updatePublicProfile.useMutation();
-
-  const isSubmitting = form.formState.isSubmitting;
-
-  const onFormSubmit = async ({ url }: TClaimPublicProfileFormSchema) => {
-    try {
-      await updatePublicProfile({
-        url,
-      });
-
-      setClaimed(true);
-      onClaimed?.();
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      if (error.code === 'PROFILE_URL_TAKEN') {
-        form.setError('url', {
-          type: 'manual',
-          message: _(msg`This username is already taken`),
-        });
-      } else if (error.code === 'PREMIUM_PROFILE_URL') {
-        form.setError('url', {
-          type: 'manual',
-          message: error.message,
-        });
-      } else if (error.code !== AppErrorCode.UNKNOWN_ERROR) {
-        toast({
-          title: 'An error occurred',
-          description: error.userMessage ?? error.message,
-          variant: 'destructive',
-        });
-      } else {
-        toast({
-          title: _(msg`An unknown error occurred`),
-          description: _(
-            msg`We encountered an unknown error while attempting to save your details. Please try again later.`,
-          ),
-          variant: 'destructive',
-        });
-      }
-    }
-  };
-
-  return (
-    <Dialog open={open} onOpenChange={onOpenChange}>
-      <DialogContent position="center" className="max-w-lg overflow-hidden">
-        {!claimed && (
-          <>
-            <DialogHeader>
-              <DialogTitle className="font-semi-bold text-center text-xl">
-                Introducing public profiles!
-              </DialogTitle>
-
-              <DialogDescription className="text-center">
-                Reserve your Documenso public profile username
-              </DialogDescription>
-            </DialogHeader>
-
-            <img src={profileClaimTeaserImage} alt="profile claim teaser" />
-
-            <Form {...form}>
-              <form
-                className={cn(
-                  'to-background -mt-32 flex w-full flex-col bg-gradient-to-b from-transparent to-15% pt-16 md:-mt-44',
-                )}
-                onSubmit={form.handleSubmit(onFormSubmit)}
-              >
-                <fieldset className="-mt-6 flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-                  <FormField
-                    control={form.control}
-                    name="url"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>Public profile username</FormLabel>
-
-                        <FormControl>
-                          <Input type="text" className="mb-2 mt-2" {...field} />
-                        </FormControl>
-
-                        <FormMessage />
-
-                        <div className="bg-muted/50 text-muted-foreground mt-2 inline-block max-w-[29rem] truncate rounded-md px-2 py-1 text-sm lowercase">
-                          {baseUrl.host}/u/{field.value || '<username>'}
-                        </div>
-                      </FormItem>
-                    )}
-                  />
-                </fieldset>
-
-                <div className="mt-4 text-center">
-                  <Button type="submit" loading={isSubmitting}>
-                    Claim your username
-                  </Button>
-                </div>
-              </form>
-            </Form>
-          </>
-        )}
-
-        {claimed && (
-          <>
-            <DialogHeader>
-              <DialogTitle className="font-semi-bold text-center text-xl">All set!</DialogTitle>
-
-              <DialogDescription className="text-center">
-                We will let you know as soon as this features is launched
-              </DialogDescription>
-            </DialogHeader>
-
-            <UserProfileSkeleton className="mt-4" user={user} rows={1} />
-
-            <div className="to-background -mt-12 flex w-full flex-col items-center bg-gradient-to-b from-transparent to-15% px-4 pt-8 md:-mt-12">
-              <Button className="w-full" onClick={() => onOpenChange?.(false)}>
-                Can't wait!
-              </Button>
-            </div>
-          </>
-        )}
-      </DialogContent>
-    </Dialog>
-  );
-};

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

@@ -257,7 +257,9 @@ export const SignInForm = ({
 
   const onSignInWithGoogleClick = async () => {
     try {
-      await authClient.google.signIn();
+      await authClient.google.signIn({
+        redirectPath,
+      });
     } catch (err) {
       toast({
         title: _(msg`An unknown error occurred`),
@@ -271,11 +273,9 @@ export const SignInForm = ({
 
   const onSignInWithOIDCClick = async () => {
     try {
-      // eslint-disable-next-line no-promise-executor-return
-      await new Promise((resolve) => setTimeout(resolve, 2000));
-      // await signIn('oidc', {
-      //   callbackUrl,
-      // });
+      await authClient.oidc.signIn({
+        redirectPath,
+      });
     } catch (err) {
       toast({
         title: _(msg`An unknown error occurred`),

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

@@ -30,14 +30,12 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { PasswordInput } from '@documenso/ui/primitives/password-input';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { UserProfileSkeleton } from '~/components/general/user-profile-skeleton';
 import { UserProfileTimur } from '~/components/general/user-profile-timur';
 
-const SIGN_UP_REDIRECT_PATH = '/documents';
-
 type SignUpStep = 'BASIC_DETAILS' | 'CLAIM_USERNAME';
 
 export const ZSignUpFormSchema = z
@@ -191,9 +189,7 @@ export const SignUpForm = ({
 
   const onSignUpWithOIDCClick = async () => {
     try {
-      // eslint-disable-next-line no-promise-executor-return
-      await new Promise((resolve) => setTimeout(resolve, 2000));
-      // await signIn('oidc', { callbackUrl: SIGN_UP_REDIRECT_PATH });
+      await authClient.oidc.signIn();
     } catch (err) {
       toast({
         title: _(msg`An unknown error occurred`),
@@ -357,16 +353,15 @@ export const SignUpForm = ({
                 <FormField
                   control={form.control}
                   name="signature"
-                  render={({ field: { onChange } }) => (
+                  render={({ field: { onChange, value } }) => (
                     <FormItem>
                       <FormLabel>
                         <Trans>Sign Here</Trans>
                       </FormLabel>
                       <FormControl>
-                        <SignaturePad
-                          className="h-36 w-full"
+                        <SignaturePadDialog
                           disabled={isSubmitting}
-                          containerClassName="mt-2 rounded-lg border bg-background"
+                          value={value}
                           onChange={(v) => onChange(v ?? '')}
                         />
                       </FormControl>
@@ -535,6 +530,27 @@ export const SignUpForm = ({
             </div>
           </form>
         </Form>
+        <p className="text-muted-foreground mt-6 text-xs">
+          <Trans>
+            By proceeding, you agree to our{' '}
+            <Link
+              to="https://documen.so/terms"
+              target="_blank"
+              className="text-documenso-700 duration-200 hover:opacity-70"
+            >
+              Terms of Service
+            </Link>{' '}
+            and{' '}
+            <Link
+              to="https://documen.so/privacy"
+              target="_blank"
+              className="text-documenso-700 duration-200 hover:opacity-70"
+            >
+              Privacy Policy
+            </Link>
+            .
+          </Trans>
+        </p>
       </div>
     </div>
   );

apps/remix/app/components/forms/team-branding-preferences-form.tsx

@@ -308,7 +308,7 @@ export function TeamBrandingPreferencesForm({ team, settings }: TeamBrandingPref
 
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Save</Trans>
+              <Trans>Update</Trans>
             </Button>
           </div>
         </fieldset>

apps/remix/app/components/forms/team-document-preferences-form.tsx

@@ -8,12 +8,15 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
 import {
   SUPPORTED_LANGUAGES,
   SUPPORTED_LANGUAGE_CODES,
   isValidLanguageCode,
 } from '@documenso/lib/constants/i18n';
+import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +26,9 @@ import {
   FormField,
   FormItem,
   FormLabel,
+  FormMessage,
 } from '@documenso/ui/primitives/form/form';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import {
   Select,
   SelectContent,
@@ -38,8 +43,11 @@ const ZTeamDocumentPreferencesFormSchema = z.object({
   documentVisibility: z.nativeEnum(DocumentVisibility),
   documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES),
   includeSenderDetails: z.boolean(),
-  typedSignatureEnabled: z.boolean(),
   includeSigningCertificate: z.boolean(),
+  includeAuditLog: z.boolean(),
+  signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
+    message: msg`At least one signature type must be enabled`.id,
+  }),
 });
 
 type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
@@ -69,8 +77,9 @@ export const TeamDocumentPreferencesForm = ({
         ? settings?.documentLanguage
         : 'en',
       includeSenderDetails: settings?.includeSenderDetails ?? false,
-      typedSignatureEnabled: settings?.typedSignatureEnabled ?? true,
       includeSigningCertificate: settings?.includeSigningCertificate ?? true,
+      includeAuditLog: settings?.includeAuditLog ?? false,
+      signatureTypes: extractTeamSignatureSettings(settings),
     },
     resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
   });
@@ -84,7 +93,8 @@ export const TeamDocumentPreferencesForm = ({
         documentLanguage,
         includeSenderDetails,
         includeSigningCertificate,
-        typedSignatureEnabled,
+        includeAuditLog,
+        signatureTypes,
       } = data;
 
       await updateTeamDocumentPreferences({
@@ -93,8 +103,11 @@ export const TeamDocumentPreferencesForm = ({
           documentVisibility,
           documentLanguage,
           includeSenderDetails,
-          typedSignatureEnabled,
           includeSigningCertificate,
+          includeAuditLog,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
         },
       });
 
@@ -190,6 +203,44 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="signatureTypes"
+            render={({ field }) => (
+              <FormItem className="flex-1">
+                <FormLabel className="flex flex-row items-center">
+                  <Trans>Default Signature Settings</Trans>
+                  <DocumentSignatureSettingsTooltip />
+                </FormLabel>
+
+                <FormControl>
+                  <MultiSelectCombobox
+                    options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                      label: _(option.label),
+                      value: option.value,
+                    }))}
+                    selectedValues={field.value}
+                    onChange={field.onChange}
+                    className="bg-background w-full"
+                    enableSearch={false}
+                    emptySelectionPlaceholder="Select signature types"
+                    testId="signature-types-combobox"
+                  />
+                </FormControl>
+
+                {form.formState.errors.signatureTypes ? (
+                  <FormMessage />
+                ) : (
+                  <FormDescription>
+                    <Trans>
+                      Controls which signatures are allowed to be used when signing a document.
+                    </Trans>
+                  </FormDescription>
+                )}
+              </FormItem>
+            )}
+          />
+
           <FormField
             control={form.control}
             name="includeSenderDetails"
@@ -238,36 +289,6 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
-          <FormField
-            control={form.control}
-            name="typedSignatureEnabled"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Enable Typed Signature</Trans>
-                </FormLabel>
-
-                <div>
-                  <FormControl className="block">
-                    <Switch
-                      ref={field.ref}
-                      name={field.name}
-                      checked={field.value}
-                      onCheckedChange={field.onChange}
-                    />
-                  </FormControl>
-                </div>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the recipients can sign the documents using a typed signature.
-                    Enable or disable the typed signature globally.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
-            )}
-          />
-
           <FormField
             control={form.control}
             name="includeSigningCertificate"
@@ -290,7 +311,7 @@ export const TeamDocumentPreferencesForm = ({
 
                 <FormDescription>
                   <Trans>
-                    Controls whether the signing certificate will be included in the document when
+                    Controls whether the signing certificate will be included with the document when
                     it is downloaded. The signing certificate can still be downloaded from the logs
                     page separately.
                   </Trans>
@@ -299,9 +320,39 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="includeAuditLog"
+            render={({ field }) => (
+              <FormItem className="flex-1">
+                <FormLabel>
+                  <Trans>Include the Audit Log in the Document</Trans>
+                </FormLabel>
+
+                <div>
+                  <FormControl className="block">
+                    <Switch
+                      ref={field.ref}
+                      name={field.name}
+                      checked={field.value}
+                      onCheckedChange={field.onChange}
+                    />
+                  </FormControl>
+                </div>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the audit log will be included with the document when it is
+                    downloaded. The audit log can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </FormItem>
+            )}
+          />
+
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Save</Trans>
+              <Trans>Update</Trans>
             </Button>
           </div>
         </fieldset>

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

@@ -1,4 +1,4 @@
-import { useState, useTransition } from 'react';
+import { useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -38,6 +38,8 @@ import {
 import { Switch } from '@documenso/ui/primitives/switch';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export const EXPIRATION_DATES = {
   ONE_WEEK: msg`7 days`,
   ONE_MONTH: msg`1 month`,
@@ -59,15 +61,14 @@ type NewlyCreatedToken = {
 
 export type ApiTokenFormProps = {
   className?: string;
-  teamId?: number;
   tokens?: Pick<ApiToken, 'id'>[];
 };
 
-export const ApiTokenForm = ({ className, teamId, tokens }: ApiTokenFormProps) => {
-  const [isTransitionPending, startTransition] = useTransition();
-
+export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
   const [, copy] = useCopyToClipboard();
 
+  const team = useOptionalCurrentTeam();
+
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -113,7 +114,7 @@ export const ApiTokenForm = ({ className, teamId, tokens }: ApiTokenFormProps) =
   const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenMutationSchema) => {
     try {
       await createTokenMutation({
-        teamId,
+        teamId: team?.id,
         tokenName,
         expirationDate: noExpirationDate ? null : expirationDate,
       });
@@ -238,7 +239,7 @@ export const ApiTokenForm = ({ className, teamId, tokens }: ApiTokenFormProps) =
               type="submit"
               className="hidden md:inline-flex"
               disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting || isTransitionPending}
+              loading={form.formState.isSubmitting}
             >
               <Trans>Create token</Trans>
             </Button>
@@ -247,7 +248,7 @@ export const ApiTokenForm = ({ className, teamId, tokens }: ApiTokenFormProps) =
               <Button
                 type="submit"
                 disabled={!form.formState.isDirty}
-                loading={form.formState.isSubmitting || isTransitionPending}
+                loading={form.formState.isSubmitting}
               >
                 <Trans>Create token</Trans>
               </Button>

apps/remix/app/components/general/app-command-menu.tsx

@@ -80,7 +80,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const [search, setSearch] = useState('');
   const [pages, setPages] = useState<string[]>([]);
 
-  const { data: searchDocumentsData, isLoading: isSearchingDocuments } =
+  const { data: searchDocumentsData, isPending: isSearchingDocuments } =
     trpcReact.document.searchDocuments.useQuery(
       {
         query: search,

apps/remix/app/components/general/app-nav-desktop.tsx

@@ -76,7 +76,7 @@ export const AppNavDesktop = ({
 
       <Button
         variant="outline"
-        className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
+        className="text-muted-foreground flex w-full max-w-96 items-center justify-between rounded-lg"
         onClick={() => setIsCommandMenuOpen(true)}
       >
         <div className="flex items-center">

apps/remix/app/components/general/billing-plans.tsx

@@ -0,0 +1,138 @@
+import { 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 { AnimatePresence, motion } from 'framer-motion';
+
+import type { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { toHumanPrice } from '@documenso/lib/universal/stripe/to-human-price';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type Interval = keyof PriceIntervals;
+
+const INTERVALS: Interval[] = ['day', 'week', 'month', 'year'];
+
+// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+const isInterval = (value: unknown): value is Interval => INTERVALS.includes(value as Interval);
+
+const FRIENDLY_INTERVALS: Record<Interval, MessageDescriptor> = {
+  day: msg`Daily`,
+  week: msg`Weekly`,
+  month: msg`Monthly`,
+  year: msg`Yearly`,
+};
+
+const MotionCard = motion(Card);
+
+export type BillingPlansProps = {
+  prices: PriceIntervals;
+};
+
+export const BillingPlans = ({ prices }: BillingPlansProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const isMounted = useIsMounted();
+
+  const [interval, setInterval] = useState<Interval>('month');
+  const [checkoutSessionPriceId, setCheckoutSessionPriceId] = useState<string | null>(null);
+
+  const { mutateAsync: createCheckoutSession } = trpc.profile.createCheckoutSession.useMutation();
+
+  const onSubscribeClick = async (priceId: string) => {
+    try {
+      setCheckoutSessionPriceId(priceId);
+
+      const url = await createCheckoutSession({ priceId });
+
+      if (!url) {
+        throw new Error('Unable to create session');
+      }
+
+      window.open(url);
+    } catch (_err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while trying to create a checkout session.`),
+        variant: 'destructive',
+      });
+    } finally {
+      setCheckoutSessionPriceId(null);
+    }
+  };
+
+  return (
+    <div>
+      <Tabs value={interval} onValueChange={(value) => isInterval(value) && setInterval(value)}>
+        <TabsList>
+          {INTERVALS.map(
+            (interval) =>
+              prices[interval].length > 0 && (
+                <TabsTrigger key={interval} className="min-w-[150px]" value={interval}>
+                  {_(FRIENDLY_INTERVALS[interval])}
+                </TabsTrigger>
+              ),
+          )}
+        </TabsList>
+      </Tabs>
+
+      <div className="mt-8 grid gap-8 lg:grid-cols-2 2xl:grid-cols-3">
+        <AnimatePresence mode="wait">
+          {prices[interval].map((price) => (
+            <MotionCard
+              key={price.id}
+              initial={{ opacity: isMounted ? 0 : 1, y: isMounted ? 20 : 0 }}
+              animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+              exit={{ opacity: 0, transition: { duration: 0.3 } }}
+            >
+              <CardContent className="flex h-full flex-col p-6">
+                <CardTitle>{price.product.name}</CardTitle>
+
+                <div className="text-muted-foreground mt-2 text-lg font-medium">
+                  ${toHumanPrice(price.unit_amount ?? 0)} {price.currency.toUpperCase()}{' '}
+                  <span className="text-xs">per {interval}</span>
+                </div>
+
+                <div className="text-muted-foreground mt-1.5 text-sm">
+                  {price.product.description}
+                </div>
+
+                {price.product.features && price.product.features.length > 0 && (
+                  <div className="text-muted-foreground mt-4">
+                    <div className="text-sm font-medium">Includes:</div>
+
+                    <ul className="mt-1 divide-y text-sm">
+                      {price.product.features.map((feature, index) => (
+                        <li key={index} className="py-2">
+                          {feature.name}
+                        </li>
+                      ))}
+                    </ul>
+                  </div>
+                )}
+
+                <div className="flex-1" />
+
+                <Button
+                  className="mt-4"
+                  disabled={checkoutSessionPriceId !== null}
+                  loading={checkoutSessionPriceId === price.id}
+                  onClick={() => void onSubscribeClick(price.id)}
+                >
+                  <Trans>Subscribe</Trans>
+                </Button>
+              </CardContent>
+            </MotionCard>
+          ))}
+        </AnimatePresence>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/billing-portal-button.tsx

@@ -0,0 +1,48 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type BillingPortalButtonProps = {
+  buttonProps?: React.ComponentProps<typeof Button>;
+  children?: React.ReactNode;
+};
+
+export const BillingPortalButton = ({ buttonProps, children }: BillingPortalButtonProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: createBillingPortal, isPending } =
+    trpc.profile.createBillingPortal.useMutation({
+      onSuccess: (sessionUrl) => {
+        window.open(sessionUrl, '_blank');
+      },
+      onError: (err) => {
+        let description = _(
+          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
+        );
+
+        if (err.message === 'CUSTOMER_NOT_FOUND') {
+          description = _(
+            msg`You do not currently have a customer record, this should not happen. Please contact support for assistance.`,
+          );
+        }
+
+        toast({
+          title: _(msg`Something went wrong`),
+          description,
+          variant: 'destructive',
+          duration: 10000,
+        });
+      },
+    });
+
+  return (
+    <Button {...buttonProps} onClick={async () => createBillingPortal()} loading={isPending}>
+      {children || <Trans>Manage Subscription</Trans>}
+    </Button>
+  );
+};

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

@@ -9,6 +9,10 @@ import { z } from 'zod';
 
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import type { TTemplate } from '@documenso/lib/types/template';
+import {
+  DocumentReadOnlyFields,
+  mapFieldsWithRecipients,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -16,7 +20,6 @@ import {
   DocumentFlowFormContainerHeader,
   DocumentFlowFormContainerStep,
 } from '@documenso/ui/primitives/document-flow/document-flow-root';
-import { ShowFieldItem } from '@documenso/ui/primitives/document-flow/show-field-item';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import {
   Form,
@@ -56,7 +59,8 @@ export const DirectTemplateConfigureForm = ({
 }: DirectTemplateConfigureFormProps) => {
   const { _ } = useLingui();
 
-  const { user } = useOptionalSession();
+  const { sessionData } = useOptionalSession();
+  const user = sessionData?.user;
 
   const { recipients } = template;
   const { derivedRecipientAccessAuth } = useRequiredDocumentSigningAuthContext();
@@ -96,14 +100,16 @@ export const DirectTemplateConfigureForm = ({
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
-        {isDocumentPdfLoaded &&
-          directTemplateRecipient.fields.map((field, index) => (
-            <ShowFieldItem
-              key={index}
-              field={field}
-              recipients={recipientsWithBlankDirectRecipientEmail}
-            />
-          ))}
+        {isDocumentPdfLoaded && (
+          <DocumentReadOnlyFields
+            fields={mapFieldsWithRecipients(
+              directTemplateRecipient.fields,
+              recipientsWithBlankDirectRecipientEmail,
+            )}
+            recipientIds={recipients.map((recipient) => recipient.id)}
+            showRecipientColors={true}
+          />
+        )}
 
         <Form {...form}>
           <fieldset

apps/remix/app/components/general/direct-template/direct-template-page.tsx

@@ -8,11 +8,12 @@ import { useNavigate, useSearchParams } from 'react-router';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { trpc } from '@documenso/trpc/react';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -103,17 +104,27 @@ export const DirectTemplatePageView = ({
         directRecipientEmail: recipient.email,
         templateUpdatedAt: template.updatedAt,
         signedFieldValues: fields.map((field) => {
-          if (!field.signedValue) {
+          if (isRequiredField(field) && !field.signedValue) {
             throw new Error('Invalid configuration');
           }
 
-          return field.signedValue;
+          return {
+            token: field.signedValue?.token ?? '',
+            fieldId: field.signedValue?.fieldId ?? 0,
+            value: field.signedValue?.value,
+            isBase64: field.signedValue?.isBase64,
+            authOptions: field.signedValue?.authOptions,
+          };
         }),
       });
 
       const redirectUrl = template.templateMeta?.redirectUrl;
 
-      await (redirectUrl ? navigate(redirectUrl) : navigate(`/sign/${token}/complete`));
+      if (redirectUrl) {
+        window.location.href = redirectUrl;
+      } else {
+        await navigate(`/sign/${token}/complete`);
+      }
     } catch (err) {
       toast({
         title: _(msg`Something went wrong`),
@@ -136,7 +147,7 @@ export const DirectTemplatePageView = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer
+          <PDFViewer
             key={template.id}
             documentData={template.templateDocumentData}
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}

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

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import type { Field, Recipient, Signature } from '@prisma/client';
@@ -17,6 +17,7 @@ import {
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type {
   TRemovedSignedFieldWithTokenMutationSchema,
@@ -24,7 +25,6 @@ import type {
 } from '@documenso/trpc/server/field-router/schema';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   DocumentFlowFormContainerContent,
   DocumentFlowFormContainerFooter,
@@ -35,7 +35,7 @@ import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/ty
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useStep } from '@documenso/ui/primitives/stepper';
 
 import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
@@ -51,6 +51,8 @@ import { DocumentSigningRadioField } from '~/components/general/document-signing
 import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
 
+import { DocumentSigningRecipientProvider } from '../document-signing/document-signing-recipient-provider';
+
 export type DirectTemplateSigningFormProps = {
   flowStep: DocumentFlowStep;
   directRecipient: Recipient;
@@ -71,13 +73,16 @@ export const DirectTemplateSigningForm = ({
   template,
   onSubmit,
 }: DirectTemplateSigningFormProps) => {
-  const { fullName, signature, signatureValid, setFullName, setSignature } =
-    useRequiredDocumentSigningContext();
+  const { fullName, signature, setFullName, setSignature } = useRequiredDocumentSigningContext();
 
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(directRecipientFields);
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
   const [isSubmitting, setIsSubmitting] = useState(false);
 
+  const fieldsRequiringValidation = useMemo(() => {
+    return localFields.filter((field) => isFieldUnsignedAndRequired(field));
+  }, [localFields]);
+
   const { currentStep, totalSteps, previousStep } = useStep();
 
   const onSignField = (value: TSignFieldWithTokenMutationSchema) => {
@@ -89,7 +94,7 @@ export const DirectTemplateSigningForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value,
+          customText: value.value ?? '',
           inserted: true,
           signedValue: value,
         };
@@ -100,8 +105,8 @@ export const DirectTemplateSigningForm = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
-            typedSignature: value.value.startsWith('data:') ? null : value.value,
+            signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
+            typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
           } satisfies Signature;
         }
 
@@ -133,25 +138,19 @@ export const DirectTemplateSigningForm = ({
     );
   };
 
-  const hasSignatureField = localFields.some((field) => field.type === FieldType.SIGNATURE);
-
   const uninsertedFields = useMemo(() => {
-    return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
+    return sortFieldsByPosition(fieldsRequiringValidation);
   }, [localFields]);
 
   const fieldsValidated = () => {
     setValidateUninsertedFields(true);
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(fieldsRequiringValidation);
   };
 
   const handleSubmit = async () => {
     setValidateUninsertedFields(true);
 
-    if (hasSignatureField && !signatureValid) {
-      return;
-    }
-
-    const isFieldsValid = validateFieldsInserted(localFields);
+    const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
 
     if (!isFieldsValid) {
       return;
@@ -168,8 +167,57 @@ export const DirectTemplateSigningForm = ({
     // Do not reset to false since we do a redirect.
   };
 
+  useEffect(() => {
+    const updatedFields = [...localFields];
+
+    localFields.forEach((field) => {
+      const index = updatedFields.findIndex((f) => f.id === field.id);
+      let value = '';
+
+      match(field.type)
+        .with(FieldType.TEXT, () => {
+          const meta = field.fieldMeta ? ZTextFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.text ?? '';
+          }
+        })
+        .with(FieldType.NUMBER, () => {
+          const meta = field.fieldMeta ? ZNumberFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.value ?? '';
+          }
+        })
+        .with(FieldType.DROPDOWN, () => {
+          const meta = field.fieldMeta ? ZDropdownFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.defaultValue ?? '';
+          }
+        });
+
+      if (value) {
+        const signedValue = {
+          token: directRecipient.token,
+          fieldId: field.id,
+          value,
+        };
+
+        updatedFields[index] = {
+          ...field,
+          customText: value,
+          inserted: true,
+          signedValue,
+        };
+      }
+    });
+
+    setLocalFields(updatedFields);
+  }, []);
+
   return (
-    <>
+    <DocumentSigningRecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
@@ -186,16 +234,17 @@ export const DirectTemplateSigningForm = ({
                 <DocumentSigningSignatureField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
+                  typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+                  uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+                  drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
                 />
               ))
               .with(FieldType.INITIALS, () => (
                 <DocumentSigningInitialsField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                 />
@@ -204,7 +253,6 @@ export const DirectTemplateSigningForm = ({
                 <DocumentSigningNameField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                 />
@@ -213,7 +261,6 @@ export const DirectTemplateSigningForm = ({
                 <DocumentSigningDateField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   dateFormat={template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
                   timezone={template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
                   onSignField={onSignField}
@@ -224,7 +271,6 @@ export const DirectTemplateSigningForm = ({
                 <DocumentSigningEmailField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                 />
@@ -241,7 +287,6 @@ export const DirectTemplateSigningForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -259,7 +304,6 @@ export const DirectTemplateSigningForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -277,7 +321,6 @@ export const DirectTemplateSigningForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -295,7 +338,6 @@ export const DirectTemplateSigningForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -313,7 +355,6 @@ export const DirectTemplateSigningForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -342,18 +383,15 @@ export const DirectTemplateSigningForm = ({
                 <Trans>Signature</Trans>
               </Label>
 
-              <Card className="mt-2" gradient degrees={-120}>
-                <CardContent className="p-0">
-                  <SignaturePad
-                    className="h-44 w-full"
-                    disabled={isSubmitting}
-                    defaultValue={signature ?? undefined}
-                    onChange={(value) => {
-                      setSignature(value);
-                    }}
-                  />
-                </CardContent>
-              </Card>
+              <SignaturePadDialog
+                className="mt-2"
+                disabled={isSubmitting}
+                value={signature ?? ''}
+                onChange={(value) => setSignature(value)}
+                typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+                uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+                drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
+              />
             </div>
           </div>
         </div>
@@ -383,6 +421,6 @@ export const DirectTemplateSigningForm = ({
           />
         </div>
       </DocumentFlowFormContainerFooter>
-    </>
+    </DocumentSigningRecipientProvider>
   );
 };

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

@@ -2,7 +2,6 @@ import { useEffect, useMemo, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import type { Recipient } from '@prisma/client';
 import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
@@ -25,17 +24,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningCheckboxFieldProps = {
   field: FieldWithSignatureAndFieldMeta;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
 export const DocumentSigningCheckboxField = ({
   field,
-  recipient,
   onSignField,
   onUnsignField,
 }: DocumentSigningCheckboxFieldProps) => {
@@ -43,9 +41,16 @@ export const DocumentSigningCheckboxField = ({
   const { toast } = useToast();
   const { revalidate } = useRevalidator();
 
+  const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
+
   const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
 
-  const parsedFieldMeta = ZCheckboxFieldMeta.parse(field.fieldMeta);
+  const parsedFieldMeta = ZCheckboxFieldMeta.parse(
+    field.fieldMeta ?? {
+      type: 'checkbox',
+      values: [{ id: 1, checked: false, value: '' }],
+    },
+  );
 
   const values = parsedFieldMeta.values?.map((item) => ({
     ...item,
@@ -92,6 +97,16 @@ export const DocumentSigningCheckboxField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
+      // Do nothing, this should only happen when the user clicks the field, but
+      // misses the checkbox which triggers this callback.
+      if (checkedValues.length === 0) {
+        return;
+      }
+
+      if (!isLengthConditionMet) {
+        return;
+      }
+
       const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
@@ -118,7 +133,9 @@ export const DocumentSigningCheckboxField = ({
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while signing the document.`),
+        description: isAssistantMode
+          ? _(msg`An error occurred while signing as assistant.`)
+          : _(msg`An error occurred while signing the document.`),
         variant: 'destructive',
       });
     }
@@ -147,7 +164,7 @@ export const DocumentSigningCheckboxField = ({
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }
@@ -179,29 +196,38 @@ export const DocumentSigningCheckboxField = ({
           ...checkedValues,
           item.value.length > 0 ? item.value : `empty-value-${item.id}`,
         ];
-
-        await removeSignedFieldWithToken({
-          token: recipient.token,
-          fieldId: field.id,
-        });
-
-        if (isLengthConditionMet) {
-          await signFieldWithToken({
-            token: recipient.token,
-            fieldId: field.id,
-            value: toCheckboxValue(checkedValues),
-            isBase64: true,
-          });
-        }
       } else {
         updatedValues = checkedValues.filter(
           (v) => v !== item.value && v !== `empty-value-${item.id}`,
         );
+      }
 
-        await removeSignedFieldWithToken({
+      setCheckedValues(updatedValues);
+
+      const removePayload: TRemovedSignedFieldWithTokenMutationSchema = {
+        token: recipient.token,
+        fieldId: field.id,
+      };
+
+      if (onUnsignField) {
+        await onUnsignField(removePayload);
+      } else {
+        await removeSignedFieldWithToken(removePayload);
+      }
+
+      if (updatedValues.length > 0 && shouldAutoSignField) {
+        const signPayload: TSignFieldWithTokenMutationSchema = {
           token: recipient.token,
           fieldId: field.id,
-        });
+          value: toCheckboxValue(updatedValues),
+          isBase64: true,
+        };
+
+        if (onSignField) {
+          await onSignField(signPayload);
+        } else {
+          await signFieldWithToken(signPayload);
+        }
       }
     } catch (err) {
       console.error(err);
@@ -212,7 +238,6 @@ export const DocumentSigningCheckboxField = ({
         variant: 'destructive',
       });
     } finally {
-      setCheckedValues(updatedValues);
       await revalidate();
     }
   };
@@ -251,21 +276,26 @@ export const DocumentSigningCheckboxField = ({
               {validationSign?.label} {checkboxValidationLength}
             </FieldToolTip>
           )}
-          <div className="z-50 flex flex-col gap-y-2">
+          <div className="z-50 my-0.5 flex flex-col gap-y-1">
             {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
               const itemValue = item.value || `empty-value-${item.id}`;
 
               return (
-                <div key={index} className="flex items-center gap-x-1.5">
+                <div key={index} className="flex items-center">
                   <Checkbox
-                    className="h-4 w-4"
-                    id={`checkbox-${index}`}
+                    className="h-3 w-3"
+                    id={`checkbox-${field.id}-${item.id}`}
                     checked={checkedValues.includes(itemValue)}
                     onCheckedChange={() => handleCheckboxChange(item.value, item.id)}
                   />
-                  <Label htmlFor={`checkbox-${index}`}>
-                    {item.value.includes('empty-value-') ? '' : item.value}
-                  </Label>
+                  {!item.value.includes('empty-value-') && item.value && (
+                    <Label
+                      htmlFor={`checkbox-${field.id}-${item.id}`}
+                      className="text-foreground ml-1.5 text-xs font-normal"
+                    >
+                      {item.value}
+                    </Label>
+                  )}
                 </div>
               );
             })}
@@ -274,22 +304,27 @@ export const DocumentSigningCheckboxField = ({
       )}
 
       {field.inserted && (
-        <div className="flex flex-col gap-y-1">
+        <div className="my-0.5 flex flex-col gap-y-1">
           {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
             const itemValue = item.value || `empty-value-${item.id}`;
 
             return (
-              <div key={index} className="flex items-center gap-x-1.5">
+              <div key={index} className="flex items-center">
                 <Checkbox
                   className="h-3 w-3"
-                  id={`checkbox-${index}`}
+                  id={`checkbox-${field.id}-${item.id}`}
                   checked={parsedCheckedValues.includes(itemValue)}
                   disabled={isLoading}
                   onCheckedChange={() => void handleCheckboxOptionClick(item)}
                 />
-                <Label htmlFor={`checkbox-${index}`} className="text-xs">
-                  {item.value.includes('empty-value-') ? '' : item.value}
-                </Label>
+                {!item.value.includes('empty-value-') && item.value && (
+                  <Label
+                    htmlFor={`checkbox-${field.id}-${item.id}`}
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    {item.value}
+                  </Label>
+                )}
               </div>
             );
           })}