fix: allow template recipients to be filled (#1148)

## Description

Update the template flow to allow for entering recipient placeholder
emails and names

## Changes Made

- General refactoring
- Added advanced recipient settings for future usage

apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx

@@ -141,6 +141,8 @@ export const EditTemplateForm = ({
               recipients={recipients}
               fields={fields}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
+              // Todo: Add when we setup template settings.
+              isTemplateOwnerEnterprise={false}
             />
 
             <AddTemplateFieldsFormPartial

apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx

@@ -73,7 +73,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
       </div>
 
       <EditTemplateForm
-        className="mt-8"
+        className="mt-6"
         template={template}
         user={user}
         recipients={templateRecipients}

apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx

@@ -1,3 +1,5 @@
+import { useEffect, useState } from 'react';
+
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
@@ -5,7 +7,10 @@ import { InfoIcon, Plus } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import * as z from 'zod';
 
-import { TEMPLATE_RECIPIENT_PLACEHOLDER_REGEX } from '@documenso/lib/constants/template';
+import {
+  TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+  TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+} from '@documenso/lib/constants/template';
 import { AppError } from '@documenso/lib/errors/app-error';
 import type { Recipient } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -91,6 +96,8 @@ export function UseTemplateDialog({
   const router = useRouter();
   const { toast } = useToast();
 
+  const [open, setOpen] = useState(false);
+
   const team = useOptionalCurrentTeam();
 
   const form = useForm<TAddRecipientsForNewDocumentSchema>({
@@ -98,20 +105,18 @@ export function UseTemplateDialog({
     defaultValues: {
       sendDocument: false,
       recipients: recipients.map((recipient) => {
-        const isRecipientPlaceholder = recipient.email.match(TEMPLATE_RECIPIENT_PLACEHOLDER_REGEX);
+        const isRecipientEmailPlaceholder = recipient.email.match(
+          TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+        );
 
-        if (isRecipientPlaceholder) {
+        const isRecipientNamePlaceholder = recipient.name.match(
-          return {
+          TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
-            id: recipient.id,
+        );
-            name: '',
-            email: '',
-          };
-        }
 
         return {
           id: recipient.id,
-          name: recipient.name,
+          name: !isRecipientNamePlaceholder ? recipient.name : '',
-          email: recipient.email,
+          email: !isRecipientEmailPlaceholder ? recipient.email : '',
         };
       }),
     },
@@ -158,8 +163,14 @@ export function UseTemplateDialog({
     name: 'recipients',
   });
 
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
   return (
-    <Dialog>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
         <Button className="cursor-pointer">
           <Plus className="-ml-1 mr-2 h-4 w-4" />
@@ -190,7 +201,7 @@ export function UseTemplateDialog({
                           {index === 0 && <FormLabel required>Email</FormLabel>}
 
                           <FormControl>
-                            <Input {...field} placeholder={recipients[index].email} />
+                            <Input {...field} placeholder={recipients[index].email || 'Email'} />
                           </FormControl>
                           <FormMessage />
                         </FormItem>
@@ -205,7 +216,7 @@ export function UseTemplateDialog({
                           {index === 0 && <FormLabel>Name</FormLabel>}
 
                           <FormControl>
-                            <Input {...field} placeholder={recipients[index].name} />
+                            <Input {...field} placeholder={recipients[index].name || 'Name'} />
                           </FormControl>
                           <FormMessage />
                         </FormItem>

packages/lib/constants/template.ts

@@ -1 +1,2 @@
-export const TEMPLATE_RECIPIENT_PLACEHOLDER_REGEX = /recipient\.\d+@documenso\.com/i;
+export const TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX = /recipient\.\d+@documenso\.com/i;
+export const TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX = /Recipient \d+/i;

packages/ui/components/recipient/recipient-action-auth-select.tsx

@@ -0,0 +1,80 @@
+'use client';
+
+import React from 'react';
+
+import type { SelectProps } from '@radix-ui/react-select';
+import { InfoIcon } from 'lucide-react';
+
+import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
+import { RecipientActionAuth } from '@documenso/lib/types/document-auth';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+export type RecipientActionAuthSelectProps = SelectProps;
+
+export const RecipientActionAuthSelect = (props: RecipientActionAuthSelectProps) => {
+  return (
+    <Select {...props}>
+      <SelectTrigger className="bg-background text-muted-foreground">
+        <SelectValue placeholder="Inherit authentication method" />
+
+        <Tooltip>
+          <TooltipTrigger className="-mr-1 ml-auto">
+            <InfoIcon className="mx-2 h-4 w-4" />
+          </TooltipTrigger>
+
+          <TooltipContent className="text-foreground max-w-md p-4">
+            <h2>
+              <strong>Recipient action authentication</strong>
+            </h2>
+
+            <p>The authentication required for recipients to sign fields</p>
+
+            <p className="mt-2">This will override any global settings.</p>
+
+            <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
+              <li>
+                <strong>Inherit authentication method</strong> - Use the global action signing
+                authentication method configured in the "General Settings" step
+              </li>
+              {/* <li>
+                <strong>Require account</strong> - The recipient must be
+                signed in
+              </li> */}
+              <li>
+                <strong>Require passkey</strong> - The recipient must have an account and passkey
+                configured via their settings
+              </li>
+              <li>
+                <strong>Require 2FA</strong> - The recipient must have an account and 2FA enabled
+                via their settings
+              </li>
+              <li>
+                <strong>None</strong> - No authentication required
+              </li>
+            </ul>
+          </TooltipContent>
+        </Tooltip>
+      </SelectTrigger>
+
+      <SelectContent position="popper">
+        {/* Note: -1 is remapped in the Zod schema to the required value. */}
+        <SelectItem value="-1">Inherit authentication method</SelectItem>
+
+        {Object.values(RecipientActionAuth)
+          .filter((auth) => auth !== RecipientActionAuth.ACCOUNT)
+          .map((authType) => (
+            <SelectItem key={authType} value={authType}>
+              {DOCUMENT_AUTH_TYPES[authType].value}
+            </SelectItem>
+          ))}
+      </SelectContent>
+    </Select>
+  );
+};

packages/ui/components/recipient/recipient-role-select.tsx

@@ -0,0 +1,97 @@
+'use client';
+
+import React from 'react';
+
+import type { SelectProps } from '@radix-ui/react-select';
+import { InfoIcon } from 'lucide-react';
+
+import { RecipientRole } from '@documenso/prisma/client';
+import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
+import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+export type RecipientRoleSelectProps = SelectProps;
+
+export const RecipientRoleSelect = (props: RecipientRoleSelectProps) => {
+  return (
+    <Select {...props}>
+      <SelectTrigger className="bg-background w-[60px]">
+        {/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
+        {ROLE_ICONS[props.value as RecipientRole]}
+      </SelectTrigger>
+
+      <SelectContent align="end">
+        <SelectItem value={RecipientRole.SIGNER}>
+          <div className="flex items-center">
+            <div className="flex w-[150px] items-center">
+              <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+              Needs to sign
+            </div>
+            <Tooltip>
+              <TooltipTrigger>
+                <InfoIcon className="h-4 w-4" />
+              </TooltipTrigger>
+              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                <p>The recipient is required to sign the document for it to be completed.</p>
+              </TooltipContent>
+            </Tooltip>
+          </div>
+        </SelectItem>
+
+        <SelectItem value={RecipientRole.APPROVER}>
+          <div className="flex items-center">
+            <div className="flex w-[150px] items-center">
+              <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+              Needs to approve
+            </div>
+            <Tooltip>
+              <TooltipTrigger>
+                <InfoIcon className="h-4 w-4" />
+              </TooltipTrigger>
+              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                <p>The recipient is required to approve the document for it to be completed.</p>
+              </TooltipContent>
+            </Tooltip>
+          </div>
+        </SelectItem>
+
+        <SelectItem value={RecipientRole.VIEWER}>
+          <div className="flex items-center">
+            <div className="flex w-[150px] items-center">
+              <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+              Needs to view
+            </div>
+            <Tooltip>
+              <TooltipTrigger>
+                <InfoIcon className="h-4 w-4" />
+              </TooltipTrigger>
+              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                <p>The recipient is required to view the document for it to be completed.</p>
+              </TooltipContent>
+            </Tooltip>
+          </div>
+        </SelectItem>
+
+        <SelectItem value={RecipientRole.CC}>
+          <div className="flex items-center">
+            <div className="flex w-[150px] items-center">
+              <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+              Receives copy
+            </div>
+            <Tooltip>
+              <TooltipTrigger>
+                <InfoIcon className="h-4 w-4" />
+              </TooltipTrigger>
+              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                <p>
+                  The recipient is not required to take any action and receives a copy of the
+                  document after it is completed.
+                </p>
+              </TooltipContent>
+            </Tooltip>
+          </div>
+        </SelectItem>
+      </SelectContent>
+    </Select>
+  );
+};

packages/ui/primitives/document-flow/add-signers.tsx

@@ -4,20 +4,18 @@ import React, { useId, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { motion } from 'framer-motion';
-import { InfoIcon, Plus, Trash } from 'lucide-react';
+import { Plus, Trash } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { useFieldArray, useForm } from 'react-hook-form';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
-import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
-import {
-  RecipientActionAuth,
-  ZRecipientAuthOptionsSchema,
-} from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { RecipientRole, SendStatus } from '@documenso/prisma/client';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { cn } from '@documenso/ui/lib/utils';
 
 import { Button } from '../button';
@@ -25,10 +23,7 @@ import { Checkbox } from '../checkbox';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
 import { FormErrorMessage } from '../form/form-error-message';
 import { Input } from '../input';
-import { ROLE_ICONS } from '../recipient-role-icons';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
 import { useStep } from '../stepper';
-import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import { useToast } from '../use-toast';
 import type { TAddSignersFormSchema } from './add-signers.types';
 import { ZAddSignersFormSchema } from './add-signers.types';
@@ -274,67 +269,11 @@ export const AddSignersFormPartial = ({
                       render={({ field }) => (
                         <FormItem className="col-span-6">
                           <FormControl>
-                            <Select
+                            <RecipientActionAuthSelect
                               {...field}
                               onValueChange={field.onChange}
                               disabled={isSubmitting || hasBeenSentToRecipientId(signer.nativeId)}
-                            >
+                            />
-                              <SelectTrigger className="bg-background text-muted-foreground">
-                                <SelectValue placeholder="Inherit authentication method" />
-
-                                <Tooltip>
-                                  <TooltipTrigger className="-mr-1 ml-auto">
-                                    <InfoIcon className="mx-2 h-4 w-4" />
-                                  </TooltipTrigger>
-
-                                  <TooltipContent className="text-foreground max-w-md p-4">
-                                    <h2>
-                                      <strong>Recipient action authentication</strong>
-                                    </h2>
-
-                                    <p>The authentication required for recipients to sign fields</p>
-
-                                    <p className="mt-2">This will override any global settings.</p>
-
-                                    <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
-                                      <li>
-                                        <strong>Inherit authentication method</strong> - Use the
-                                        global action signing authentication method configured in
-                                        the "General Settings" step
-                                      </li>
-                                      {/* <li>
-                                        <strong>Require account</strong> - The recipient must be
-                                        signed in
-                                      </li> */}
-                                      <li>
-                                        <strong>Require passkey</strong> - The recipient must have
-                                        an account and passkey configured via their settings
-                                      </li>
-                                      <li>
-                                        <strong>Require 2FA</strong> - The recipient must have an
-                                        account and 2FA enabled via their settings
-                                      </li>
-                                      <li>
-                                        <strong>None</strong> - No authentication required
-                                      </li>
-                                    </ul>
-                                  </TooltipContent>
-                                </Tooltip>
-                              </SelectTrigger>
-
-                              <SelectContent position="popper">
-                                {/* Note: -1 is remapped in the Zod schema to the required value. */}
-                                <SelectItem value="-1">Inherit authentication method</SelectItem>
-
-                                {Object.values(RecipientActionAuth)
-                                  .filter((auth) => auth !== RecipientActionAuth.ACCOUNT)
-                                  .map((authType) => (
-                                    <SelectItem key={authType} value={authType}>
-                                      {DOCUMENT_AUTH_TYPES[authType].value}
-                                    </SelectItem>
-                                  ))}
-                              </SelectContent>
-                            </Select>
                           </FormControl>
 
                           <FormMessage />
@@ -348,100 +287,11 @@ export const AddSignersFormPartial = ({
                     render={({ field }) => (
                       <FormItem className="col-span-1 mt-auto">
                         <FormControl>
-                          <Select
+                          <RecipientRoleSelect
                             {...field}
                             onValueChange={field.onChange}
                             disabled={isSubmitting || hasBeenSentToRecipientId(signer.nativeId)}
-                          >
+                          />
-                            <SelectTrigger className="bg-background w-[60px]">
-                              {/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
-                              {ROLE_ICONS[field.value as RecipientRole]}
-                            </SelectTrigger>
-
-                            <SelectContent align="end">
-                              <SelectItem value={RecipientRole.SIGNER}>
-                                <div className="flex items-center">
-                                  <div className="flex w-[150px] items-center">
-                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                                    Needs to sign
-                                  </div>
-                                  <Tooltip>
-                                    <TooltipTrigger>
-                                      <InfoIcon className="h-4 w-4" />
-                                    </TooltipTrigger>
-                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                      <p>
-                                        The recipient is required to sign the document for it to be
-                                        completed.
-                                      </p>
-                                    </TooltipContent>
-                                  </Tooltip>
-                                </div>
-                              </SelectItem>
-
-                              <SelectItem value={RecipientRole.APPROVER}>
-                                <div className="flex items-center">
-                                  <div className="flex w-[150px] items-center">
-                                    <span className="mr-2">
-                                      {ROLE_ICONS[RecipientRole.APPROVER]}
-                                    </span>
-                                    Needs to approve
-                                  </div>
-                                  <Tooltip>
-                                    <TooltipTrigger>
-                                      <InfoIcon className="h-4 w-4" />
-                                    </TooltipTrigger>
-                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                      <p>
-                                        The recipient is required to approve the document for it to
-                                        be completed.
-                                      </p>
-                                    </TooltipContent>
-                                  </Tooltip>
-                                </div>
-                              </SelectItem>
-
-                              <SelectItem value={RecipientRole.VIEWER}>
-                                <div className="flex items-center">
-                                  <div className="flex w-[150px] items-center">
-                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                                    Needs to view
-                                  </div>
-                                  <Tooltip>
-                                    <TooltipTrigger>
-                                      <InfoIcon className="h-4 w-4" />
-                                    </TooltipTrigger>
-                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                      <p>
-                                        The recipient is required to view the document for it to be
-                                        completed.
-                                      </p>
-                                    </TooltipContent>
-                                  </Tooltip>
-                                </div>
-                              </SelectItem>
-
-                              <SelectItem value={RecipientRole.CC}>
-                                <div className="flex items-center">
-                                  <div className="flex w-[150px] items-center">
-                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                                    Receives copy
-                                  </div>
-                                  <Tooltip>
-                                    <TooltipTrigger>
-                                      <InfoIcon className="h-4 w-4" />
-                                    </TooltipTrigger>
-                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                      <p>
-                                        The recipient is not required to take any action and
-                                        receives a copy of the document after it is completed.
-                                      </p>
-                                    </TooltipContent>
-                                  </Tooltip>
-                                </div>
-                              </SelectItem>
-                            </SelectContent>
-                          </Select>
                         </FormControl>
 
                         <FormMessage />

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx

@@ -1,20 +1,25 @@
 'use client';
 
-import React, { useId, useState } from 'react';
+import React, { useId, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { AnimatePresence, motion } from 'framer-motion';
+import { motion } from 'framer-motion';
-import { InfoIcon, Plus, Trash } from 'lucide-react';
+import { Plus, Trash } from 'lucide-react';
 import { useSession } from 'next-auth/react';
-import { Controller, useFieldArray, useForm } from 'react-hook-form';
+import { useFieldArray, useForm } from 'react-hook-form';
 
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
 import { type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
+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 { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 
+import { Checkbox } from '../checkbox';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -22,10 +27,8 @@ import {
   DocumentFlowFormContainerStep,
 } from '../document-flow/document-flow-root';
 import type { DocumentFlowStep } from '../document-flow/types';
-import { ROLE_ICONS } from '../recipient-role-icons';
+import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
-import { Select, SelectContent, SelectItem, SelectTrigger } from '../select';
 import { useStep } from '../stepper';
-import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 
@@ -33,30 +36,29 @@ export type AddTemplatePlaceholderRecipientsFormProps = {
   documentFlow: DocumentFlowStep;
   recipients: Recipient[];
   fields: Field[];
+  isTemplateOwnerEnterprise: boolean;
   onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void;
 };
 
 export const AddTemplatePlaceholderRecipientsFormPartial = ({
   documentFlow,
+  isTemplateOwnerEnterprise,
   recipients,
   fields: _fields,
   onSubmit,
 }: AddTemplatePlaceholderRecipientsFormProps) => {
   const initialId = useId();
   const { data: session } = useSession();
+
   const user = session?.user;
+
   const [placeholderRecipientCount, setPlaceholderRecipientCount] = useState(() =>
     recipients.length > 1 ? recipients.length + 1 : 2,
   );
 
   const { currentStep, totalSteps, previousStep } = useStep();
 
-  const {
+  const form = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
-    control,
-    handleSubmit,
-    getValues,
-    formState: { errors, isSubmitting },
-  } = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
     resolver: zodResolver(ZAddTemplatePlacholderRecipientsFormSchema),
     defaultValues: {
       signers:
@@ -67,6 +69,8 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
               name: recipient.name,
               email: recipient.email,
               role: recipient.role,
+              actionAuth:
+                ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
             }))
           : [
               {
@@ -74,12 +78,33 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                 name: `Recipient 1`,
                 email: `recipient.1@documenso.com`,
                 role: RecipientRole.SIGNER,
+                actionAuth: undefined,
               },
             ],
     },
   });
 
-  const onFormSubmit = handleSubmit(onSubmit);
+  // Always show advanced settings if any recipient has auth options.
+  const alwaysShowAdvancedSettings = useMemo(() => {
+    const recipientHasAuthOptions = recipients.find((recipient) => {
+      const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+      return recipientAuthOptions?.accessAuth || recipientAuthOptions?.actionAuth;
+    });
+
+    const formHasActionAuth = form.getValues('signers').find((signer) => signer.actionAuth);
+
+    return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
+  }, [recipients, form]);
+
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
+
+  const {
+    formState: { errors, isSubmitting },
+    control,
+  } = form;
+
+  const onFormSubmit = form.handleSubmit(onSubmit);
 
   const {
     append: appendSigner,
@@ -102,8 +127,9 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   const onAddPlaceholderRecipient = () => {
     appendSigner({
       formId: nanoid(12),
+      // Update TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX if this is ever changed.
       name: `Recipient ${placeholderRecipientCount}`,
-      // Update TEMPLATE_RECIPIENT_PLACEHOLDER_REGEX if this is ever changed.
+      // Update TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX if this is ever changed.
       email: `recipient.${placeholderRecipientCount}@documenso.com`,
       role: RecipientRole.SIGNER,
     });
@@ -118,150 +144,118 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   return (
     <>
       <DocumentFlowFormContainerContent>
-        <div className="flex w-full flex-col gap-y-4">
+        <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
-          <AnimatePresence>
+          <Form {...form}>
+            <div className="flex w-full flex-col gap-y-2">
               {signers.map((signer, index) => (
-              <motion.div
+                <motion.fieldset
                   key={signer.id}
                   data-native-id={signer.nativeId}
-                className="flex flex-wrap items-end gap-x-4"
+                  disabled={isSubmitting}
+                  className={cn('grid grid-cols-8 gap-4 pb-4', {
+                    'border-b pt-2': showAdvancedSettings,
+                  })}
                 >
-                <div className="flex-1">
+                  <FormField
-                  <Label htmlFor={`signer-${signer.id}-email`}>Email</Label>
+                    control={form.control}
+                    name={`signers.${index}.email`}
+                    render={({ field }) => (
+                      <FormItem
+                        className={cn('relative', {
+                          'col-span-3': !showAdvancedSettings,
+                          'col-span-4': showAdvancedSettings,
+                        })}
+                      >
+                        {!showAdvancedSettings && index === 0 && (
+                          <FormLabel required>Email</FormLabel>
+                        )}
 
+                        <FormControl>
                           <Input
-                    id={`signer-${signer.id}-email`}
                             type="email"
-                    value={signer.email}
+                            placeholder="Email"
-                    disabled
+                            {...field}
-                    className="bg-background mt-2"
+                            disabled={isSubmitting || signers[index].email === user?.email}
                           />
-                </div>
+                        </FormControl>
 
-                <div className="flex-1">
+                        <FormMessage />
-                  <Label htmlFor={`signer-${signer.id}-name`}>Name</Label>
+                      </FormItem>
-
+                    )}
-                  <Input
+                  />
-                    id={`signer-${signer.id}-name`}
+
-                    type="text"
+                  <FormField
-                    value={signer.name}
+                    control={form.control}
-                    disabled
+                    name={`signers.${index}.name`}
-                    className="bg-background mt-2"
+                    render={({ field }) => (
-                  />
+                      <FormItem
-                </div>
+                        className={cn({
-
+                          'col-span-3': !showAdvancedSettings,
-                <div className="w-[60px]">
+                          'col-span-4': showAdvancedSettings,
-                  <Controller
+                        })}
-                    control={control}
+                      >
-                    name={`signers.${index}.role`}
+                        {!showAdvancedSettings && index === 0 && <FormLabel>Name</FormLabel>}
-                    render={({ field: { value, onChange } }) => (
+
-                      <Select value={value} onValueChange={(x) => onChange(x)}>
+                        <FormControl>
-                        <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
+                          <Input
-
+                            placeholder="Name"
-                        <SelectContent className="" align="end">
+                            {...field}
-                          <SelectItem value={RecipientRole.SIGNER}>
+                            disabled={isSubmitting || signers[index].email === user?.email}
-                            <div className="flex items-center">
+                          />
-                              <div className="flex w-[150px] items-center">
+                        </FormControl>
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+
-                                Needs to sign
+                        <FormMessage />
-                              </div>
+                      </FormItem>
-                              <Tooltip>
+                    )}
-                                <TooltipTrigger>
+                  />
-                                  <InfoIcon className="h-4 w-4" />
+
-                                </TooltipTrigger>
+                  {showAdvancedSettings && isTemplateOwnerEnterprise && (
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                    <FormField
-                                  <p>
+                      control={form.control}
-                                    The recipient is required to sign the document for it to be
+                      name={`signers.${index}.actionAuth`}
-                                    completed.
+                      render={({ field }) => (
-                                  </p>
+                        <FormItem className="col-span-6">
-                                </TooltipContent>
+                          <FormControl>
-                              </Tooltip>
+                            <RecipientActionAuthSelect
-                            </div>
+                              {...field}
-                          </SelectItem>
+                              onValueChange={field.onChange}
-
+                              disabled={isSubmitting}
-                          <SelectItem value={RecipientRole.APPROVER}>
+                            />
-                            <div className="flex items-center">
+                          </FormControl>
-                              <div className="flex w-[150px] items-center">
+
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                          <FormMessage />
-                                Needs to approve
+                        </FormItem>
-                              </div>
+                      )}
-                              <Tooltip>
+                    />
-                                <TooltipTrigger>
+                  )}
-                                  <InfoIcon className="h-4 w-4" />
+
-                                </TooltipTrigger>
+                  <FormField
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                    name={`signers.${index}.role`}
-                                  <p>
+                    render={({ field }) => (
-                                    The recipient is required to approve the document for it to be
+                      <FormItem className="col-span-1 mt-auto">
-                                    completed.
+                        <FormControl>
-                                  </p>
+                          <RecipientRoleSelect
-                                </TooltipContent>
+                            {...field}
-                              </Tooltip>
+                            onValueChange={field.onChange}
-                            </div>
+                            disabled={isSubmitting}
-                          </SelectItem>
+                          />
-
+                        </FormControl>
-                          <SelectItem value={RecipientRole.VIEWER}>
+
-                            <div className="flex items-center">
+                        <FormMessage />
-                              <div className="flex w-[150px] items-center">
+                      </FormItem>
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                                Needs to view
-                              </div>
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="h-4 w-4" />
-                                </TooltipTrigger>
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                  <p>
-                                    The recipient is required to view the document for it to be
-                                    completed.
-                                  </p>
-                                </TooltipContent>
-                              </Tooltip>
-                            </div>
-                          </SelectItem>
-
-                          <SelectItem value={RecipientRole.CC}>
-                            <div className="flex items-center">
-                              <div className="flex w-[150px] items-center">
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                                Receives copy
-                              </div>
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="h-4 w-4" />
-                                </TooltipTrigger>
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                  <p>
-                                    The recipient is not required to take any action and receives a
-                                    copy of the document after it is completed.
-                                  </p>
-                                </TooltipContent>
-                              </Tooltip>
-                            </div>
-                          </SelectItem>
-                        </SelectContent>
-                      </Select>
                     )}
                   />
-                </div>
 
-                <div>
                   <button
                     type="button"
-                    className="inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    className="col-span-1 mt-auto inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
                     disabled={isSubmitting || signers.length === 1}
                     onClick={() => onRemoveSigner(index)}
                   >
                     <Trash className="h-5 w-5" />
                   </button>
-                </div>
+                </motion.fieldset>
-
-                <div className="w-full">
-                  <FormErrorMessage className="mt-2" error={errors.signers?.[index]?.email} />
-                  <FormErrorMessage className="mt-2" error={errors.signers?.[index]?.name} />
-                </div>
-              </motion.div>
               ))}
-          </AnimatePresence>
             </div>
 
             <FormErrorMessage
@@ -270,7 +264,11 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
               error={'signers__root' in errors && errors['signers__root']}
             />
 
-        <div className="mt-4 flex flex-row items-center space-x-4">
+            <div
+              className={cn('mt-2 flex flex-row items-center space-x-4', {
+                'mt-4': showAdvancedSettings,
+              })}
+            >
               <Button
                 type="button"
                 className="flex-1"
@@ -280,12 +278,14 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                 <Plus className="-ml-1 mr-2 h-5 w-5" />
                 Add Placeholder Recipient
               </Button>
+
               <Button
                 type="button"
                 className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
                 variant="secondary"
                 disabled={
-              isSubmitting || getValues('signers').some((signer) => signer.email === user?.email)
+                  isSubmitting ||
+                  form.getValues('signers').some((signer) => signer.email === user?.email)
                 }
                 onClick={() => onAddPlaceholderSelfRecipient()}
               >
@@ -293,6 +293,27 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                 Add Myself
               </Button>
             </div>
+
+            {!alwaysShowAdvancedSettings && isTemplateOwnerEnterprise && (
+              <div className="mt-4 flex flex-row items-center">
+                <Checkbox
+                  id="showAdvancedRecipientSettings"
+                  className="h-5 w-5"
+                  checkClassName="dark:text-white text-primary"
+                  checked={showAdvancedSettings}
+                  onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
+                />
+
+                <label
+                  className="text-muted-foreground ml-2 text-sm"
+                  htmlFor="showAdvancedRecipientSettings"
+                >
+                  Show advanced settings
+                </label>
+              </div>
+            )}
+          </Form>
+        </AnimateGenericFadeInOut>
       </DocumentFlowFormContainerContent>
 
       <DocumentFlowFormContainerFooter>

packages/ui/primitives/template-flow/add-template-placeholder-recipients.types.ts

@@ -1,5 +1,8 @@
 import { z } from 'zod';
 
+import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-auth';
+
+import { ZMapNegativeOneToUndefinedSchema } from '../document-flow/add-settings.types';
 import { RecipientRole } from '.prisma/client';
 
 export const ZAddTemplatePlacholderRecipientsFormSchema = z
@@ -11,6 +14,9 @@ export const ZAddTemplatePlacholderRecipientsFormSchema = z
         email: z.string().min(1).email(),
         name: z.string(),
         role: z.nativeEnum(RecipientRole),
+        actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+          ZRecipientActionAuthTypesSchema.optional(),
+        ),
       }),
     ),
   })