fix: adjust desktop nav search button width and spacing (#1699)

Fix optional fields blocking the signature process in embeds

README.md

@@ -1,4 +1,4 @@
-> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="documen.so/sign-everywhere">The Platform Plan</a>!
+> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="https://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>
 

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",
+  "web-components": "Web Components"
 }

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',
   }}
 />
 ```
@@ -73,14 +73,15 @@ These customization options are available for both Direct Templates and Signing
 
 We support embedding across a range of popular JavaScript frameworks, including:
 
-| Framework | Package                                                                            |
-| --------- | ---------------------------------------------------------------------------------- |
-| React     | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)     |
-| Preact    | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)   |
-| Vue       | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)         |
-| Svelte    | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)   |
-| Solid     | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)     |
-| Angular   | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular) |
+| Framework        | Package                                                                                      |
+| ---------        | ----------------------------------------------------------------------------------           |
+| React            | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)               |
+| Preact           | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)             |
+| Vue              | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)                   |
+| Svelte           | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)             |
+| Solid            | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)               |
+| Angular          | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular)           |
+| Web Components   | [@documenso/embed-webcomponent](https://www.npmjs.com/package/@documenso/embed-webcomponent) |
 
 Additionally, we provide **web components** for more generalized use. However, please note that web components are still in their early stages and haven't been extensively tested.
 
@@ -166,6 +167,7 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 - [Svelte](/developers/embedding/svelte)
 - [Solid](/developers/embedding/solid)
 - [Angular](/developers/embedding/angular)
+- [Web Components](/developers/embedding/web-components)
 
 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.
 
@@ -177,4 +179,5 @@ If you're using **web components**, the integration process is slightly differen
 - [Solid Integration](/developers/embedding/solid)
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
+- [Web Components](/developers/embedding/web-components)
 - [CSS Variables](/developers/embedding/css-variables)

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/embedding/web-components.mdx

@@ -0,0 +1,89 @@
+---
+title: Web Components Integration
+description: Learn how to use our embedding SDK via Web Components on a framework-less web application.
+---
+
+# Web Components Integration
+
+Our Web Components SDK provides a simple way to embed a signing experience within your framework-less web application. It supports both direct link templates and signing tokens.
+
+## Installation
+
+To install the SDK, run the following command:
+
+```bash
+npm install @documenso/embed-webcomponent
+```
+
+Then in your html file, add the following to add the script, replacing the path with the proper path to the web component script.
+
+```html
+<script src="YOUR_PATH_HERE"></script>
+```
+
+## Usage
+
+To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
+
+### Direct Link Template
+
+If you have a direct link template, you can simply provide the token for the template to the `documenso-embed-direct-template` tag.
+
+```html
+<documenso-embed-direct-template
+  token="YOUR_TOKEN_HERE"
+</documenso-embed-direct-template>
+```
+
+#### Attributes
+
+| Attribute                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| email               | string (optional)   | The email the signer that will be used by default for signing                              |
+| lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+| onFieldSigned       | function (optional) | A callback function that will be called when a field is signed                             |
+| onFieldUnsigned     | function (optional) | A callback function that will be called when a field is unsigned                           |
+
+### Signing Token
+
+If you have a signing token, you can provide it to the `documenso-embed-sign-document` tag.
+
+```html
+<documenso-embed-sign-document
+  token="YOUR_TOKEN_HERE"
+</documenso-embed-sign-document>
+```
+
+#### Attributes
+
+| Attribute                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Creating via JavaScript
+
+You can also create the tag element using javascript, for dynamic generation of either modes. For example, this would add the sign document embed to the DOM.
+
+```javascript
+document.getElementById('my-wrapper-here').innerHTML = '';
+
+const tag = document.createElement('documenso-embed-sign-document');
+tag.setAttribute('token', data.token);
+tag.style.width = '100%';
+tag.style.height = '100%';
+
+document.getElementById('my-wrapper-here').appendChild(tag);
+```

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/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/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.9.0-rc.11",
+  "version": "1.9.1-rc.9",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {

apps/web/public/static/icon.svg

@@ -1,19 +0,0 @@
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-</svg>

apps/web/src/app/(dashboard)/documents/[id]/document-page-view-recipients.tsx

@@ -12,13 +12,14 @@ import {
   MailOpenIcon,
   PenIcon,
   PlusIcon,
+  UserIcon,
 } from 'lucide-react';
 import { match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { formatSigningLink } from '@documenso/lib/utils/recipients';
-import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import type { Document, Recipient } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
 import { SignatureIcon } from '@documenso/ui/icons/signature';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
@@ -120,6 +121,12 @@ export const DocumentPageViewRecipients = ({
                           <Trans>Viewed</Trans>
                         </>
                       ))
+                      .with(RecipientRole.ASSISTANT, () => (
+                        <>
+                          <UserIcon className="mr-1 h-3 w-3" />
+                          <Trans>Assisted</Trans>
+                        </>
+                      ))
                       .exhaustive()}
                   </Badge>
                 )}

apps/web/src/app/(dashboard)/documents/[id]/logs/document-logs-page-view.tsx

@@ -119,7 +119,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
         <Trans>Document</Trans>
       </Link>
 
-      <div className="flex flex-col justify-between truncate sm:flex-row">
+      <div className="flex flex-col">
         <div>
           <h1
             className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
@@ -127,7 +127,8 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
           >
             {document.title}
           </h1>
-
+        </div>
+        <div className="mt-1 flex flex-col justify-between sm:flex-row">
           <div className="mt-2.5 flex items-center gap-x-6">
             <DocumentStatusComponent
               inheritColor
@@ -135,17 +136,16 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
               className="text-muted-foreground"
             />
           </div>
-        </div>
+          <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DownloadCertificateButton
+              className="mr-2"
+              documentId={document.id}
+              documentStatus={document.status}
+              teamId={team?.id}
+            />
 
-        <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
-          <DownloadCertificateButton
-            className="mr-2"
-            documentId={document.id}
-            documentStatus={document.status}
-            teamId={team?.id}
-          />
-
-          <DownloadAuditLogButton teamId={team?.id} documentId={document.id} />
+            <DownloadAuditLogButton teamId={team?.id} documentId={document.id} />
+          </div>
         </div>
       </div>
 
@@ -154,7 +154,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
           {documentInformation.map((info, i) => (
             <div className="text-foreground text-sm" key={i}>
               <h3 className="font-semibold">{_(info.description)}</h3>
-              <p className="text-muted-foreground">{info.value}</p>
+              <p className="text-muted-foreground truncate">{info.value}</p>
             </div>
           ))}
 

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -162,7 +162,7 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
         </DropdownMenuItem>
 
         {/* We don't want to allow teams moving documents across at the moment. */}
-        {!team && (
+        {!team && !row.teamId && (
           <DropdownMenuItem onClick={() => setMoveDialogOpen(true)}>
             <MoveRight className="mr-2 h-4 w-4" />
             <Trans>Move to Team</Trans>

apps/web/src/app/(dashboard)/documents/move-document-dialog.tsx

@@ -40,7 +40,7 @@ export const MoveDocumentDialog = ({ documentId, open, onOpenChange }: MoveDocum
 
   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/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx

@@ -81,7 +81,7 @@ export const DataTableActionDropdown = ({
           <Trans>Direct link</Trans>
         </DropdownMenuItem>
 
-        {!teamId && (
+        {!teamId && !row.teamId && (
           <DropdownMenuItem onClick={() => setMoveDialogOpen(true)}>
             <MoveRight className="mr-2 h-4 w-4" />
             <Trans>Move to Team</Trans>

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

@@ -42,7 +42,7 @@ export const MoveTemplateDialog = ({ templateId, open, onOpenChange }: MoveTempl
 
   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: moveTemplate, isPending } = trpc.template.moveTemplateToTeam.useMutation({
     onSuccess: () => {
       router.refresh();

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

@@ -77,7 +77,11 @@ 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/web/src/app/(internal)/%5F%5Fhtmltopdf/certificate/page.tsx

@@ -1,3 +1,5 @@
+import React from 'react';
+
 import { redirect } from 'next/navigation';
 
 import { msg } from '@lingui/macro';
@@ -5,10 +7,8 @@ import { useLingui } from '@lingui/react';
 import { DateTime } from 'luxon';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
-import { renderSVG } from 'uqr';
 
 import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
-import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { APP_I18N_OPTIONS, ZSupportedLanguageCodeSchema } from '@documenso/lib/constants/i18n';
 import {
   RECIPIENT_ROLES_DESCRIPTION,
@@ -73,8 +73,6 @@ export default async function SigningCertificate({ searchParams }: SigningCertif
     id: documentId,
   }).catch(() => null);
 
-  const documentAccessToken = document?.documentAccessToken?.token;
-
   if (!document) {
     return redirect('/');
   }
@@ -307,27 +305,17 @@ export default async function SigningCertificate({ searchParams }: SigningCertif
             </TableBody>
           </Table>
         </CardContent>
-        <div className="my-8 flex flex-row-reverse items-end justify-between px-8">
-          <div className="flex items-end justify-end gap-x-4">
-            <div
-              className="flex h-24 w-24 justify-center"
-              dangerouslySetInnerHTML={{
-                __html: renderSVG(`${WEBAPP_BASE_URL}/q/${documentAccessToken}`, {
-                  ecc: 'Q',
-                }),
-              }}
-            />
-          </div>
-
-          <div>
-            <p className="flex-shrink-0 text-sm print:text-xs">
-              {_(msg`Signing certificate provided by`)}:
-            </p>
-
-            <Logo className="mt-2 max-h-6 print:max-h-4" />
-          </div>
-        </div>
       </Card>
+
+      <div className="my-8 flex-row-reverse">
+        <div className="flex items-end justify-end gap-x-4">
+          <p className="flex-shrink-0 text-sm font-medium print:text-xs">
+            {_(msg`Signing certificate provided by`)}:
+          </p>
+
+          <Logo className="max-h-6 print:max-h-4" />
+        </div>
+      </div>
     </div>
   );
 }

apps/web/src/app/(recipient)/d/[token]/sign-direct-template.tsx

@@ -47,6 +47,7 @@ import { NameField } from '~/app/(signing)/sign/[token]/name-field';
 import { NumberField } from '~/app/(signing)/sign/[token]/number-field';
 import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
 import { RadioField } from '~/app/(signing)/sign/[token]/radio-field';
+import { RecipientProvider } from '~/app/(signing)/sign/[token]/recipient-context';
 import { SignDialog } from '~/app/(signing)/sign/[token]/sign-dialog';
 import { SignatureField } from '~/app/(signing)/sign/[token]/signature-field';
 import { TextField } from '~/app/(signing)/sign/[token]/text-field';
@@ -89,7 +90,7 @@ export const SignDirectTemplateForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value,
+          customText: value.value ?? '',
           inserted: true,
           signedValue: value,
         };
@@ -100,8 +101,8 @@ export const SignDirectTemplateForm = ({
             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;
         }
 
@@ -169,7 +170,7 @@ export const SignDirectTemplateForm = ({
   };
 
   return (
-    <>
+    <RecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
@@ -186,16 +187,15 @@ export const SignDirectTemplateForm = ({
                 <SignatureField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
+                  typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
                 />
               ))
               .with(FieldType.INITIALS, () => (
                 <InitialsField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                 />
@@ -204,7 +204,6 @@ export const SignDirectTemplateForm = ({
                 <NameField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                 />
@@ -213,7 +212,6 @@ export const SignDirectTemplateForm = ({
                 <DateField
                   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 +222,6 @@ export const SignDirectTemplateForm = ({
                 <EmailField
                   key={field.id}
                   field={field}
-                  recipient={directRecipient}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                 />
@@ -241,7 +238,6 @@ export const SignDirectTemplateForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -259,7 +255,6 @@ export const SignDirectTemplateForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -277,7 +272,6 @@ export const SignDirectTemplateForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -295,7 +289,6 @@ export const SignDirectTemplateForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -313,7 +306,6 @@ export const SignDirectTemplateForm = ({
                       ...field,
                       fieldMeta: parsedFieldMeta,
                     }}
-                    recipient={directRecipient}
                     onSignField={onSignField}
                     onUnsignField={onUnsignField}
                   />
@@ -351,6 +343,7 @@ export const SignDirectTemplateForm = ({
                     onChange={(value) => {
                       setSignature(value);
                     }}
+                    allowTypedSignature={template.templateMeta?.typedSignatureEnabled}
                   />
                 </CardContent>
               </Card>
@@ -383,6 +376,6 @@ export const SignDirectTemplateForm = ({
           />
         </div>
       </DocumentFlowFormContainerFooter>
-    </>
+    </RecipientProvider>
   );
 };

apps/web/src/app/(share)/q/[token]/document-download-button.tsx

@@ -1,44 +0,0 @@
-'use client';
-
-import { Trans, msg } from '@lingui/macro';
-import { useLingui } from '@lingui/react';
-import { Download } from 'lucide-react';
-
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
-import type { Document, DocumentData } from '@documenso/prisma/client';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type DocumentDownloadButtonProps = {
-  document: Pick<Document, 'title'> & {
-    documentData: DocumentData;
-  };
-};
-
-export const DocumentDownloadButton = ({ document }: DocumentDownloadButtonProps) => {
-  const { toast } = useToast();
-  const { _ } = useLingui();
-
-  const onDownloadClick = async () => {
-    try {
-      if (!document) {
-        throw new Error('No document available');
-      }
-
-      await downloadPDF({ documentData: document.documentData, fileName: document.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  return (
-    <Button className="w-full" onClick={onDownloadClick}>
-      <Download className="-ml-1 mr-2 inline h-4 w-4" />
-      <Trans>Download</Trans>
-    </Button>
-  );
-};

apps/web/src/app/(share)/q/[token]/layout.tsx

@@ -1,35 +0,0 @@
-import React from 'react';
-
-import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
-import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { TGetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
-import { getTeams } from '@documenso/lib/server-only/team/get-teams';
-
-import { Header as AuthenticatedHeader } from '~/components/(dashboard)/layout/header';
-import { NextAuthProvider } from '~/providers/next-auth';
-
-export type SigningLayoutProps = {
-  children: React.ReactNode;
-};
-
-export default async function SigningLayout({ children }: SigningLayoutProps) {
-  await setupI18nSSR();
-
-  const { user, session } = await getServerComponentSession();
-
-  let teams: TGetTeamsResponse = [];
-
-  if (user && session) {
-    teams = await getTeams({ userId: user.id });
-  }
-
-  return (
-    <NextAuthProvider session={session}>
-      <div className="min-h-screen">
-        {user && <AuthenticatedHeader user={user} teams={teams} />}
-
-        <main className="mb-8 mt-8 px-4 md:mb-12 md:mt-12 md:px-8">{children}</main>
-      </div>
-    </NextAuthProvider>
-  );
-}

apps/web/src/app/(share)/q/[token]/page.tsx

@@ -1,68 +0,0 @@
-import { notFound } from 'next/navigation';
-
-import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
-import { getDocumentByAccessToken } from '@documenso/lib/server-only/document/get-document-by-access-token';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
-
-import { DocumentDownloadButton } from './document-download-button';
-
-export type DocumentAccessPageProps = {
-  params: {
-    token?: string;
-  };
-};
-
-export default async function DocumentAccessPage({ params: { token } }: DocumentAccessPageProps) {
-  await setupI18nSSR();
-
-  if (!token) {
-    return notFound();
-  }
-
-  const { document } = await getDocumentByAccessToken({ token });
-  const { documentData, documentMeta } = document;
-
-  return (
-    <div className="mx-auto w-full max-w-screen-xl md:px-8">
-      <h1
-        className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
-        title={document.title}
-      >
-        {document.title}
-      </h1>
-
-      <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
-        <Card
-          className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
-          gradient
-        >
-          <CardContent className="p-2">
-            <LazyPDFViewer
-              key={documentData.id}
-              documentData={documentData}
-              document={document}
-              password={documentMeta?.password}
-            />
-          </CardContent>
-        </Card>
-
-        <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-          <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">
-            <div className="flex flex-row items-center justify-between px-4">
-              <h3 className="text-foreground text-2xl font-semibold">Download document</h3>
-            </div>
-
-            <p className="text-muted-foreground mt-2 px-4 text-sm">
-              Download the document as a PDF file.
-            </p>
-
-            <div className="mt-4 border-t px-4 pt-4">
-              <DocumentDownloadButton document={document} />
-            </div>
-          </section>
-        </div>
-      </div>
-    </div>
-  );
-}

apps/web/src/app/(signing)/sign/[token]/assistant/assistant-confirmation-dialog.tsx

@@ -0,0 +1,73 @@
+import { Trans } from '@lingui/macro';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import { SigningDisclosure } from '~/components/general/signing-disclosure';
+
+type ConfirmationDialogProps = {
+  isOpen: boolean;
+  onClose: () => void;
+  onConfirm: () => void;
+  hasUninsertedFields: boolean;
+  isSubmitting: boolean;
+};
+
+export function AssistantConfirmationDialog({
+  isOpen,
+  onClose,
+  onConfirm,
+  hasUninsertedFields,
+  isSubmitting,
+}: ConfirmationDialogProps) {
+  const onOpenChange = () => {
+    if (isSubmitting) {
+      return;
+    }
+
+    onClose();
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <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="flex flex-col gap-4">
+          <SigningDisclosure />
+        </div>
+
+        <DialogFooter className="mt-4">
+          <Button variant="secondary" onClick={onClose} disabled={isSubmitting}>
+            Cancel
+          </Button>
+          <Button
+            variant={hasUninsertedFields ? 'destructive' : 'default'}
+            onClick={onConfirm}
+            disabled={isSubmitting}
+            loading={isSubmitting}
+          >
+            {isSubmitting ? 'Submitting...' : hasUninsertedFields ? 'Proceed' : 'Continue'}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/checkbox-field.tsx

@@ -13,7 +13,6 @@ import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZCheckboxFieldMeta } from '@documenso/lib/types/field-meta';
 import { fromCheckboxValue, toCheckboxValue } from '@documenso/lib/universal/field-checkbox';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -27,29 +26,30 @@ import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type CheckboxFieldProps = {
   field: FieldWithSignatureAndFieldMeta;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const CheckboxField = ({
-  field,
-  recipient,
-  onSignField,
-  onUnsignField,
-}: CheckboxFieldProps) => {
+export const CheckboxField = ({ field, onSignField, onUnsignField }: CheckboxFieldProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const router = useRouter();
   const [isPending, startTransition] = useTransition();
   const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
-  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,
@@ -122,7 +122,9 @@ export const CheckboxField = ({
 
       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',
       });
     }
@@ -151,7 +153,7 @@ export const CheckboxField = ({
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }
@@ -183,28 +185,25 @@ export const CheckboxField = ({
           ...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);
+
+      await removeSignedFieldWithToken({
+        token: recipient.token,
+        fieldId: field.id,
+      });
+
+      if (updatedValues.length > 0) {
+        await signFieldWithToken({
           token: recipient.token,
           fieldId: field.id,
+          value: toCheckboxValue(updatedValues),
+          isBase64: true,
         });
       }
     } catch (err) {
@@ -216,7 +215,6 @@ export const CheckboxField = ({
         variant: 'destructive',
       });
     } finally {
-      setCheckedValues(updatedValues);
       startTransition(() => router.refresh());
     }
   };

apps/web/src/app/(signing)/sign/[token]/date-field.tsx

@@ -17,7 +17,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZDateFieldMeta } from '@documenso/lib/types/field-meta';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -27,11 +26,11 @@ import type {
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type DateFieldProps = {
   field: FieldWithSignature;
-  recipient: Recipient;
   dateFormat?: string | null;
   timezone?: string | null;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
@@ -40,17 +39,17 @@ export type DateFieldProps = {
 
 export const DateField = ({
   field,
-  recipient,
   dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
   timezone = DEFAULT_DOCUMENT_TIME_ZONE,
   onSignField,
   onUnsignField,
 }: DateFieldProps) => {
   const router = useRouter();
-
   const { _ } = useLingui();
   const { toast } = useToast();
 
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
@@ -67,9 +66,7 @@ export const DateField = ({
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
   const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
-
   const isDifferentTime = field.inserted && localDateString !== field.customText;
-
   const tooltipText = _(
     msg`"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`,
   );
@@ -102,7 +99,9 @@ export const DateField = ({
 
       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',
       });
     }
@@ -128,7 +127,7 @@ export const DateField = ({
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }

apps/web/src/app/(signing)/sign/[token]/dropdown-field.tsx

@@ -12,7 +12,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZDropdownFieldMeta } from '@documenso/lib/types/field-meta';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -30,23 +29,19 @@ import {
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type DropdownFieldProps = {
   field: FieldWithSignatureAndFieldMeta;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const DropdownField = ({
-  field,
-  recipient,
-  onSignField,
-  onUnsignField,
-}: DropdownFieldProps) => {
+export const DropdownField = ({ field, onSignField, onUnsignField }: DropdownFieldProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const router = useRouter();
   const [isPending, startTransition] = useTransition();
@@ -103,7 +98,9 @@ export const DropdownField = ({
 
       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',
       });
     }
@@ -134,7 +131,7 @@ export const DropdownField = ({
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }

apps/web/src/app/(signing)/sign/[token]/email-field.tsx

@@ -12,7 +12,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZEmailFieldMeta } from '@documenso/lib/types/field-meta';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -23,22 +22,23 @@ import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from './provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type EmailFieldProps = {
   field: FieldWithSignature;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const EmailField = ({ field, recipient, onSignField, onUnsignField }: EmailFieldProps) => {
+export const EmailField = ({ field, onSignField, onUnsignField }: EmailFieldProps) => {
   const router = useRouter();
 
   const { _ } = useLingui();
   const { toast } = useToast();
 
   const { email: providedEmail } = useRequiredSigningContext();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const [isPending, startTransition] = useTransition();
 
@@ -86,7 +86,9 @@ export const EmailField = ({ field, recipient, onSignField, onUnsignField }: Ema
 
       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',
       });
     }
@@ -112,7 +114,7 @@ export const EmailField = ({ field, recipient, onSignField, onUnsignField }: Ema
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }

apps/web/src/app/(signing)/sign/[token]/form.tsx

@@ -1,19 +1,22 @@
 'use client';
 
-import { useMemo, useState } from 'react';
+import { useId, useMemo, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { Trans } from '@lingui/macro';
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
 import { useSession } from 'next-auth/react';
-import { useForm } from 'react-hook-form';
+import { Controller, useForm } from 'react-hook-form';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
-import { type Field, FieldType, type Recipient, RecipientRole } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
+import { type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
+import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { cn } from '@documenso/ui/lib/utils';
@@ -21,8 +24,11 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
+import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { AssistantConfirmationDialog } from './assistant/assistant-confirmation-dialog';
 import { useRequiredSigningContext } from './provider';
 import { SignDialog } from './sign-dialog';
 
@@ -32,6 +38,8 @@ export type SigningFormProps = {
   fields: Field[];
   redirectUrl?: string | null;
   isRecipientsTurn: boolean;
+  allRecipients?: RecipientWithFields[];
+  setSelectedSignerId?: (id: number | null) => void;
 };
 
 export const SigningForm = ({
@@ -40,19 +48,35 @@ export const SigningForm = ({
   fields,
   redirectUrl,
   isRecipientsTurn,
+  allRecipients = [],
+  setSelectedSignerId,
 }: SigningFormProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
   const router = useRouter();
   const analytics = useAnalytics();
+
   const { data: session } = useSession();
 
+  const assistantSignersId = useId();
+
   const { fullName, signature, setFullName, setSignature, signatureValid, setSignatureValid } =
     useRequiredSigningContext();
 
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
+  const [isConfirmationDialogOpen, setIsConfirmationDialogOpen] = useState(false);
+  const [isAssistantSubmitting, setIsAssistantSubmitting] = useState(false);
 
   const { mutateAsync: completeDocumentWithToken } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
+  const assistantForm = useForm<{ selectedSignerId: number | undefined }>({
+    defaultValues: {
+      selectedSignerId: undefined,
+    },
+  });
+
   const { handleSubmit, formState } = useForm();
 
   // Keep the loading state going if successful since the redirect may take some time.
@@ -67,7 +91,11 @@ export const SigningForm = ({
 
   const uninsertedFields = useMemo(() => {
     return sortFieldsByPosition(fieldsRequiringValidation.filter((field) => !field.inserted));
-  }, [fields]);
+  }, [fieldsRequiringValidation]);
+
+  const uninsertedRecipientFields = useMemo(() => {
+    return fieldsRequiringValidation.filter((field) => field.recipientId === recipient.id);
+  }, [fieldsRequiringValidation, recipient]);
 
   const fieldsValidated = () => {
     setValidateUninsertedFields(true);
@@ -88,12 +116,31 @@ export const SigningForm = ({
     }
 
     await completeDocument();
+  };
 
-    // Reauth is currently not required for completing the document.
-    // await executeActionAuthProcedure({
-    //   onReauthFormSubmit: completeDocument,
-    //   actionTarget: 'DOCUMENT',
-    // });
+  const onAssistantFormSubmit = () => {
+    if (uninsertedRecipientFields.length > 0) {
+      return;
+    }
+
+    setIsConfirmationDialogOpen(true);
+  };
+
+  const handleAssistantConfirmDialogSubmit = async () => {
+    setIsAssistantSubmitting(true);
+
+    try {
+      await completeDocument();
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while completing the document. Please try again.',
+        variant: 'destructive',
+      });
+
+      setIsAssistantSubmitting(false);
+      setIsConfirmationDialogOpen(false);
+    }
   };
 
   const completeDocument = async (authOptions?: TRecipientActionAuth) => {
@@ -113,7 +160,7 @@ export const SigningForm = ({
   };
 
   return (
-    <form
+    <div
       className={cn(
         'dark:bg-background border-border bg-widget sticky flex h-full flex-col rounded-xl border px-4 py-6',
         {
@@ -121,7 +168,6 @@ export const SigningForm = ({
           'top-4 max-h-[min(68rem,calc(100vh-2rem))]': !session,
         },
       )}
-      onSubmit={handleSubmit(onFormSubmit)}
     >
       {validateUninsertedFields && uninsertedFields[0] && (
         <FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
@@ -129,17 +175,13 @@ export const SigningForm = ({
         </FieldToolTip>
       )}
 
-      <fieldset
-        disabled={isSubmitting}
-        className={cn(
-          'custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2',
-        )}
-      >
-        <div className={cn('flex flex-1 flex-col')}>
+      <div className="custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2">
+        <div className="flex flex-1 flex-col">
           <h3 className="text-foreground text-2xl font-semibold">
             {recipient.role === RecipientRole.VIEWER && <Trans>View Document</Trans>}
             {recipient.role === RecipientRole.SIGNER && <Trans>Sign Document</Trans>}
             {recipient.role === RecipientRole.APPROVER && <Trans>Approve Document</Trans>}
+            {recipient.role === RecipientRole.ASSISTANT && <Trans>Assist Document</Trans>}
           </h3>
 
           {recipient.role === RecipientRole.VIEWER ? (
@@ -176,91 +218,191 @@ export const SigningForm = ({
                 </div>
               </div>
             </>
+          ) : recipient.role === RecipientRole.ASSISTANT ? (
+            <>
+              <form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
+                <p className="text-muted-foreground mt-2 text-sm">
+                  <Trans>
+                    Complete the fields for the following signers. Once reviewed, they will inform
+                    you if any modifications are needed.
+                  </Trans>
+                </p>
+
+                <hr className="border-border my-4" />
+
+                <fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
+                  <Controller
+                    name="selectedSignerId"
+                    control={assistantForm.control}
+                    rules={{ required: 'Please select a signer' }}
+                    render={({ field }) => (
+                      <RadioGroup
+                        className="gap-0 space-y-3 shadow-none"
+                        value={field.value?.toString()}
+                        onValueChange={(value) => {
+                          field.onChange(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 className="mt-6 flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="submit"
+                    className="w-full"
+                    size="lg"
+                    loading={isAssistantSubmitting}
+                    disabled={isAssistantSubmitting || uninsertedRecipientFields.length > 0}
+                  >
+                    {isAssistantSubmitting ? <Trans>Submitting...</Trans> : <Trans>Continue</Trans>}
+                  </Button>
+                </div>
+
+                <AssistantConfirmationDialog
+                  hasUninsertedFields={uninsertedFields.length > 0}
+                  isOpen={isConfirmationDialogOpen}
+                  onClose={() => !isAssistantSubmitting && setIsConfirmationDialogOpen(false)}
+                  onConfirm={handleAssistantConfirmDialogSubmit}
+                  isSubmitting={isAssistantSubmitting}
+                />
+              </form>
+            </>
           ) : (
             <>
-              <p className="text-muted-foreground mt-2 text-sm">
-                <Trans>Please review the document before signing.</Trans>
-              </p>
+              <form onSubmit={handleSubmit(onFormSubmit)}>
+                <p className="text-muted-foreground mt-2 text-sm">
+                  {recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
+                    <Trans>Please review the document before approving.</Trans>
+                  ) : (
+                    <Trans>Please review the document before signing.</Trans>
+                  )}
+                </p>
 
-              <hr className="border-border mb-8 mt-4" />
+                <hr className="border-border mb-8 mt-4" />
 
-              <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
-                <div className="flex flex-1 flex-col gap-y-4">
-                  <div>
-                    <Label htmlFor="full-name">
-                      <Trans>Full Name</Trans>
-                    </Label>
+                <fieldset
+                  disabled={isSubmitting}
+                  className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
+                >
+                  <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"
-                      value={fullName}
-                      onChange={(e) => setFullName(e.target.value.trimStart())}
-                    />
-                  </div>
+                      <Input
+                        type="text"
+                        id="full-name"
+                        className="bg-background mt-2"
+                        value={fullName}
+                        onChange={(e) => setFullName(e.target.value.trimStart())}
+                      />
+                    </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={isSubmitting}
-                          defaultValue={signature ?? undefined}
-                          onValidityChange={(isValid) => {
-                            setSignatureValid(isValid);
-                          }}
-                          onChange={(value) => {
-                            if (signatureValid) {
-                              setSignature(value);
-                            }
-                          }}
-                          allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
-                        />
-                      </CardContent>
-                    </Card>
+                        <Card className="mt-2" gradient degrees={-120}>
+                          <CardContent className="p-0">
+                            <SignaturePad
+                              className="h-44 w-full"
+                              disabled={isSubmitting}
+                              defaultValue={signature ?? undefined}
+                              onValidityChange={(isValid) => {
+                                setSignatureValid(isValid);
+                              }}
+                              onChange={(value) => {
+                                if (signatureValid) {
+                                  setSignature(value);
+                                }
+                              }}
+                              allowTypedSignature={document.documentMeta?.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>
+                        {!signatureValid && (
+                          <div className="text-destructive mt-2 text-sm">
+                            <Trans>
+                              Signature is too small. Please provide a more complete signature.
+                            </Trans>
+                          </div>
+                        )}
                       </div>
                     )}
                   </div>
-                </div>
 
-                <div className="flex flex-col gap-4 md:flex-row">
-                  <Button
-                    type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
-                    variant="secondary"
-                    size="lg"
-                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
-                    onClick={() => router.back()}
-                  >
-                    <Trans>Cancel</Trans>
-                  </Button>
+                  <div className="flex flex-col gap-4 md:flex-row">
+                    <Button
+                      type="button"
+                      className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+                      variant="secondary"
+                      size="lg"
+                      disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                      onClick={() => router.back()}
+                    >
+                      <Trans>Cancel</Trans>
+                    </Button>
 
-                  <SignDialog
-                    isSubmitting={isSubmitting}
-                    onSignatureComplete={handleSubmit(onFormSubmit)}
-                    documentTitle={document.title}
-                    fields={fields}
-                    fieldsValidated={fieldsValidated}
-                    role={recipient.role}
-                    disabled={!isRecipientsTurn}
-                  />
-                </div>
-              </div>
+                    <SignDialog
+                      isSubmitting={isSubmitting}
+                      onSignatureComplete={handleSubmit(onFormSubmit)}
+                      documentTitle={document.title}
+                      fields={fields}
+                      fieldsValidated={fieldsValidated}
+                      role={recipient.role}
+                      disabled={!isRecipientsTurn}
+                    />
+                  </div>
+                </fieldset>
+              </form>
             </>
           )}
         </div>
-      </fieldset>
-    </form>
+      </div>
+    </div>
   );
 };

apps/web/src/app/(signing)/sign/[token]/initials-field.tsx

@@ -12,7 +12,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -22,26 +21,22 @@ import type {
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from './provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type InitialsFieldProps = {
   field: FieldWithSignature;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const InitialsField = ({
-  field,
-  recipient,
-  onSignField,
-  onUnsignField,
-}: InitialsFieldProps) => {
+export const InitialsField = ({ field, onSignField, onUnsignField }: InitialsFieldProps) => {
   const router = useRouter();
   const { toast } = useToast();
   const { _ } = useLingui();
 
   const { fullName } = useRequiredSigningContext();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
   const initials = extractInitials(fullName);
 
   const [isPending, startTransition] = useTransition();
@@ -87,7 +82,9 @@ export const InitialsField = ({
 
       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',
       });
     }

apps/web/src/app/(signing)/sign/[token]/name-field.tsx

@@ -12,7 +12,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZNameFieldMeta } from '@documenso/lib/types/field-meta';
-import { type Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -28,16 +27,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type NameFieldProps = {
   field: FieldWithSignature;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const NameField = ({ field, recipient, onSignField, onUnsignField }: NameFieldProps) => {
+export const NameField = ({ field, onSignField, onUnsignField }: NameFieldProps) => {
   const router = useRouter();
 
   const { _ } = useLingui();
@@ -45,6 +44,7 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
 
   const { fullName: providedFullName, setFullName: setProvidedFullName } =
     useRequiredSigningContext();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
@@ -67,7 +67,7 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
   const [localFullName, setLocalFullName] = useState('');
 
   const onPreSign = () => {
-    if (!providedFullName) {
+    if (!providedFullName && !isAssistantMode) {
       setShowFullNameModal(true);
       return false;
     }
@@ -90,9 +90,9 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
 
   const onSign = async (authOptions?: TRecipientActionAuth, name?: string) => {
     try {
-      const value = name || providedFullName;
+      const value = name || providedFullName || '';
 
-      if (!value) {
+      if (!value && !isAssistantMode) {
         setShowFullNameModal(true);
         return;
       }
@@ -124,7 +124,9 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
 
       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',
       });
     }
@@ -150,7 +152,7 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }

apps/web/src/app/(signing)/sign/[token]/number-field.tsx

@@ -13,7 +13,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZNumberFieldMeta } from '@documenso/lib/types/field-meta';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -27,6 +26,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 type ValidationErrors = {
@@ -39,18 +39,18 @@ type ValidationErrors = {
 
 export type NumberFieldProps = {
   field: FieldWithSignature;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const NumberField = ({ field, recipient, onSignField, onUnsignField }: NumberFieldProps) => {
+export const NumberField = ({ field, onSignField, onUnsignField }: NumberFieldProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const router = useRouter();
   const [isPending, startTransition] = useTransition();
-  const [showRadioModal, setShowRadioModal] = useState(false);
+  const [showNumberModal, setShowNumberModal] = useState(false);
 
   const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
     trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
@@ -105,7 +105,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
   };
 
   const onDialogSignClick = () => {
-    setShowRadioModal(false);
+    setShowNumberModal(false);
 
     void executeActionAuthProcedure({
       onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
@@ -148,14 +148,20 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
 
       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',
       });
     }
   };
 
   const onPreSign = () => {
-    setShowRadioModal(true);
+    if (isAssistantMode) {
+      return true;
+    }
+
+    setShowNumberModal(true);
 
     if (localNumber && parsedFieldMeta) {
       const validationErrors = validateNumberField(localNumber, parsedFieldMeta, true);
@@ -193,18 +199,18 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }
   };
 
   useEffect(() => {
-    if (!showRadioModal) {
+    if (!showNumberModal) {
       setLocalNumber(parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '0');
       setErrors(initialErrors);
     }
-  }, [showRadioModal]);
+  }, [showNumberModal]);
 
   useEffect(() => {
     if (
@@ -222,8 +228,8 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
 
   if (parsedFieldMeta?.label) {
     fieldDisplayName =
-      parsedFieldMeta.label.length > 10
-        ? parsedFieldMeta.label.substring(0, 10) + '...'
+      parsedFieldMeta.label.length > 20
+        ? parsedFieldMeta.label.substring(0, 20) + '...'
         : parsedFieldMeta.label;
   }
 
@@ -235,7 +241,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
       onPreSign={onPreSign}
       onSign={onSign}
       onRemove={onRemove}
-      type="Signature"
+      type="Number"
     >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
@@ -278,7 +284,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
         </div>
       )}
 
-      <Dialog open={showRadioModal} onOpenChange={setShowRadioModal}>
+      <Dialog open={showNumberModal} onOpenChange={setShowNumberModal}>
         <DialogContent>
           <DialogTitle>
             {parsedFieldMeta?.label ? parsedFieldMeta?.label : <Trans>Number</Trans>}
@@ -334,7 +340,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
                 className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
                 variant="secondary"
                 onClick={() => {
-                  setShowRadioModal(false);
+                  setShowNumberModal(false);
                   setLocalNumber('');
                 }}
               >

apps/web/src/app/(signing)/sign/[token]/page.tsx

@@ -12,11 +12,12 @@ import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-f
 import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
+import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { extractNextHeaderRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 
 import { DocumentAuthProvider } from './document-auth-provider';
 import { NoLongerAvailable } from './no-longer-available';
@@ -43,14 +44,14 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
 
-  const [document, fields, recipient, completedFields] = await Promise.all([
+  const [document, recipient, fields, completedFields] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
       userId: user?.id,
       requireAccessAuth: false,
     }).catch(() => null),
-    getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
+    getFieldsForToken({ token }),
     getCompletedFieldsForToken({ token }),
   ]);
 
@@ -63,12 +64,21 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     return notFound();
   }
 
+  const recipientWithFields = { ...recipient, fields };
+
   const isRecipientsTurn = await getIsRecipientsTurnToSign({ token });
 
   if (!isRecipientsTurn) {
     return redirect(`/sign/${token}/waiting`);
   }
 
+  const allRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? await getRecipientsForAssistant({
+          token,
+        })
+      : [];
+
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
     documentAuth: document.authOptions,
     recipientAuth: recipient.authOptions,
@@ -153,11 +163,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
         user={user}
       >
         <SigningPageView
-          recipient={recipient}
+          recipient={recipientWithFields}
           document={document}
           fields={fields}
           completedFields={completedFields}
           isRecipientsTurn={isRecipientsTurn}
+          allRecipients={allRecipients}
         />
       </DocumentAuthProvider>
     </SigningProvider>

apps/web/src/app/(signing)/sign/[token]/radio-field.tsx

@@ -12,7 +12,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZRadioFieldMeta } from '@documenso/lib/types/field-meta';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -24,18 +23,19 @@ import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type RadioFieldProps = {
   field: FieldWithSignatureAndFieldMeta;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const RadioField = ({ field, recipient, onSignField, onUnsignField }: RadioFieldProps) => {
+export const RadioField = ({ field, onSignField, onUnsignField }: RadioFieldProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const router = useRouter();
   const [isPending, startTransition] = useTransition();
@@ -99,7 +99,9 @@ export const RadioField = ({ field, recipient, onSignField, onUnsignField }: Rad
 
       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',
       });
     }
@@ -126,7 +128,7 @@ export const RadioField = ({ field, recipient, onSignField, onUnsignField }: Rad
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the signature.`),
+        description: _(msg`An error occurred while removing the selection.`),
         variant: 'destructive',
       });
     }

apps/web/src/app/(signing)/sign/[token]/recipient-context.tsx

@@ -0,0 +1,66 @@
+'use client';
+
+import { type PropsWithChildren, createContext, useContext } from 'react';
+
+import type { Recipient } from '@documenso/prisma/client';
+import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
+
+export interface RecipientContextValue {
+  /**
+   * The recipient who is currently signing the document.
+   * In regular mode, this is the actual signer.
+   * In assistant mode, this is the recipient who is helping fill out the document.
+   */
+  recipient: Recipient | RecipientWithFields;
+
+  /**
+   * Only present in assistant mode.
+   * The recipient on whose behalf we're filling out the document.
+   */
+  targetSigner: RecipientWithFields | null;
+
+  /**
+   * Whether we're in assistant mode (one recipient filling out for another)
+   */
+  isAssistantMode: boolean;
+}
+
+const RecipientContext = createContext<RecipientContextValue | null>(null);
+
+export interface RecipientProviderProps extends PropsWithChildren {
+  recipient: Recipient | RecipientWithFields;
+  targetSigner?: RecipientWithFields | null;
+}
+
+export const RecipientProvider = ({
+  children,
+  recipient,
+  targetSigner = null,
+}: RecipientProviderProps) => {
+  // console.log({
+  //   recipient,
+  //   targetSigner,
+  //   isAssistantMode: !!targetSigner,
+  // });
+  return (
+    <RecipientContext.Provider
+      value={{
+        recipient,
+        targetSigner,
+        isAssistantMode: !!targetSigner,
+      }}
+    >
+      {children}
+    </RecipientContext.Provider>
+  );
+};
+
+export function useRecipientContext() {
+  const context = useContext(RecipientContext);
+
+  if (!context) {
+    throw new Error('useRecipientContext must be used within a RecipientProvider');
+  }
+
+  return context;
+}

apps/web/src/app/(signing)/sign/[token]/reject-document-dialog.tsx

@@ -43,9 +43,10 @@ type TRejectDocumentFormSchema = z.infer<typeof ZRejectDocumentFormSchema>;
 export interface RejectDocumentDialogProps {
   document: Pick<Document, 'id'>;
   token: string;
+  onRejected?: (reason: string) => void | Promise<void>;
 }
 
-export function RejectDocumentDialog({ document, token }: RejectDocumentDialogProps) {
+export function RejectDocumentDialog({ document, token, onRejected }: RejectDocumentDialogProps) {
   const { toast } = useToast();
   const router = useRouter();
   const searchParams = useSearchParams();
@@ -79,7 +80,11 @@ export function RejectDocumentDialog({ document, token }: RejectDocumentDialogPr
 
       setIsOpen(false);
 
-      router.push(`/sign/${token}/rejected`);
+      if (onRejected) {
+        await onRejected(reason);
+      } else {
+        router.push(`/sign/${token}/rejected`);
+      }
     } catch (err) {
       toast({
         title: 'Error',

apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx

@@ -1,6 +1,7 @@
 import { useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/macro';
+import { match } from 'ts-pattern';
 
 import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import type { Field } from '@documenso/prisma/client';
@@ -58,62 +59,88 @@ export const SignDialog = ({
           loading={isSubmitting}
           disabled={disabled}
         >
-          {isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
+          {match({ isComplete, role })
+            .with({ isComplete: false }, () => <Trans>Next field</Trans>)
+            .with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
+            .with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
+              <Trans>Mark as viewed</Trans>
+            ))
+            .with({ isComplete: true }, () => <Trans>Complete</Trans>)
+            .exhaustive()}
         </Button>
       </DialogTrigger>
 
       <DialogContent>
         <DialogTitle>
           <div className="text-foreground text-xl font-semibold">
-            {role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
-            {role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
-            {role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
+            {match(role)
+              .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
+              .with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
+              .with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
+              .with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
+              .with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
+              .exhaustive()}
           </div>
         </DialogTitle>
 
         <div className="text-muted-foreground max-w-[50ch]">
-          {role === RecipientRole.VIEWER && (
-            <span>
-              <Trans>
-                <span className="inline-flex flex-wrap">
-                  You are about to complete viewing "
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
-                    {documentTitle}
+          {match(role)
+            .with(RecipientRole.VIEWER, () => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete viewing "
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
                   </span>
-                  ".
-                </span>
-                <br /> Are you sure?
-              </Trans>
-            </span>
-          )}
-          {role === RecipientRole.SIGNER && (
-            <span>
-              <Trans>
-                <span className="inline-flex flex-wrap">
-                  You are about to complete signing "
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
-                    {documentTitle}
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))
+            .with(RecipientRole.SIGNER, () => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete signing "
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
                   </span>
-                  ".
-                </span>
-                <br /> Are you sure?
-              </Trans>
-            </span>
-          )}
-          {role === RecipientRole.APPROVER && (
-            <span>
-              <Trans>
-                <span className="inline-flex flex-wrap">
-                  You are about to complete approving{' '}
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
-                    "{documentTitle}"
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))
+            .with(RecipientRole.APPROVER, () => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete approving{' '}
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      "{documentTitle}"
+                    </span>
+                    .
                   </span>
-                  .
-                </span>
-                <br /> Are you sure?
-              </Trans>
-            </span>
-          )}
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))
+            .otherwise(() => (
+              <span>
+                <Trans>
+                  <span className="inline-flex flex-wrap">
+                    You are about to complete viewing "
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
+                  </span>
+                  <br /> Are you sure?
+                </Trans>
+              </span>
+            ))}
         </div>
 
         <SigningDisclosure className="mt-4" />
@@ -138,9 +165,13 @@ export const SignDialog = ({
               loading={isSubmitting}
               onClick={onSignatureComplete}
             >
-              {role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
-              {role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
-              {role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
+              {match(role)
+                .with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
+                .with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
+                .with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
+                .with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
+                .with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
+                .exhaustive()}
             </Button>
           </div>
         </DialogFooter>

apps/web/src/app/(signing)/sign/[token]/signature-field.tsx

@@ -11,7 +11,6 @@ import { Loader } from 'lucide-react';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
-import { type Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -28,12 +27,12 @@ import { SigningDisclosure } from '~/components/general/signing-disclosure';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
 type SignatureFieldState = 'empty' | 'signed-image' | 'signed-text';
 export type SignatureFieldProps = {
   field: FieldWithSignature;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
   typedSignatureEnabled?: boolean;
@@ -41,15 +40,14 @@ export type SignatureFieldProps = {
 
 export const SignatureField = ({
   field,
-  recipient,
   onSignField,
   onUnsignField,
   typedSignatureEnabled,
 }: SignatureFieldProps) => {
   const router = useRouter();
-
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { recipient } = useRecipientContext();
 
   const signatureRef = useRef<HTMLParagraphElement>(null);
   const containerRef = useRef<HTMLDivElement>(null);

apps/web/src/app/(signing)/sign/[token]/signing-field-container.tsx

@@ -46,6 +46,7 @@ export type SignatureFieldProps = {
     | 'Email'
     | 'Name'
     | 'Signature'
+    | 'Text'
     | 'Radio'
     | 'Dropdown'
     | 'Number'
@@ -181,6 +182,23 @@ export const SigningFieldContainer = ({
           </button>
         )}
 
+        {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
+          field.fieldMeta?.label && (
+            <div
+              className={cn(
+                'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
+                {
+                  'bg-foreground/5 border-border border': !field.inserted,
+                },
+                {
+                  'bg-documenso-200 border-primary border': field.inserted,
+                },
+              )}
+            >
+              {field.fieldMeta.label}
+            </div>
+          )}
+
         {children}
       </FieldRootContainer>
     </div>

apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx

@@ -1,3 +1,7 @@
+'use client';
+
+import { useState } from 'react';
+
 import { Trans } from '@lingui/macro';
 import { match } from 'ts-pattern';
 
@@ -13,9 +17,10 @@ import {
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import type { CompletedField } from '@documenso/lib/types/fields';
-import type { Field, Recipient } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
 import { FieldType, RecipientRole } from '@documenso/prisma/client';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
+import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
@@ -32,16 +37,18 @@ import { InitialsField } from './initials-field';
 import { NameField } from './name-field';
 import { NumberField } from './number-field';
 import { RadioField } from './radio-field';
+import { RecipientProvider } from './recipient-context';
 import { RejectDocumentDialog } from './reject-document-dialog';
 import { SignatureField } from './signature-field';
 import { TextField } from './text-field';
 
 export type SigningPageViewProps = {
   document: DocumentAndSender;
-  recipient: Recipient;
+  recipient: RecipientWithFields;
   fields: Field[];
   completedFields: CompletedField[];
   isRecipientsTurn: boolean;
+  allRecipients?: RecipientWithFields[];
 };
 
 export const SigningPageView = ({
@@ -50,9 +57,12 @@ export const SigningPageView = ({
   fields,
   completedFields,
   isRecipientsTurn,
+  allRecipients = [],
 }: SigningPageViewProps) => {
   const { documentData, documentMeta } = document;
 
+  const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
+
   const shouldUseTeamDetails =
     document.teamId && document.team?.teamGlobalSettings?.includeSenderDetails === false;
 
@@ -64,153 +74,168 @@ export const SigningPageView = ({
     senderEmail = document.team?.teamEmail?.email ? `(${document.team.teamEmail.email})` : '';
   }
 
+  const selectedSigner = allRecipients?.find((r) => r.id === selectedSignerId);
+
   return (
-    <div className="mx-auto w-full max-w-screen-xl">
-      <h1
-        className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
-        title={document.title}
-      >
-        {document.title}
-      </h1>
-
-      <div className="mt-2.5 flex flex-wrap items-center justify-between gap-x-6">
-        <div className="max-w-[50ch]">
-          <span className="text-muted-foreground truncate" title={senderName}>
-            {senderName} {senderEmail}
-          </span>{' '}
-          <span className="text-muted-foreground">
-            {match(recipient.role)
-              .with(RecipientRole.VIEWER, () =>
-                document.teamId && !shouldUseTeamDetails ? (
-                  <Trans>
-                    on behalf of "{document.team?.name}" has invited you to view this document
-                  </Trans>
-                ) : (
-                  <Trans>has invited you to view this document</Trans>
-                ),
-              )
-              .with(RecipientRole.SIGNER, () =>
-                document.teamId && !shouldUseTeamDetails ? (
-                  <Trans>
-                    on behalf of "{document.team?.name}" has invited you to sign this document
-                  </Trans>
-                ) : (
-                  <Trans>has invited you to sign this document</Trans>
-                ),
-              )
-              .with(RecipientRole.APPROVER, () =>
-                document.teamId && !shouldUseTeamDetails ? (
-                  <Trans>
-                    on behalf of "{document.team?.name}" has invited you to approve this document
-                  </Trans>
-                ) : (
-                  <Trans>has invited you to approve this document</Trans>
-                ),
-              )
-              .otherwise(() => null)}
-          </span>
-        </div>
-
-        <RejectDocumentDialog document={document} token={recipient.token} />
-      </div>
-
-      <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
-        <Card
-          className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
-          gradient
+    <RecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
+      <div className="mx-auto w-full max-w-screen-xl">
+        <h1
+          className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+          title={document.title}
         >
-          <CardContent className="p-2">
-            <LazyPDFViewer
-              key={documentData.id}
-              documentData={documentData}
-              document={document}
-              password={documentMeta?.password}
-            />
-          </CardContent>
-        </Card>
+          {document.title}
+        </h1>
 
-        <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-          <SigningForm
-            document={document}
-            recipient={recipient}
-            fields={fields}
-            redirectUrl={documentMeta?.redirectUrl}
-            isRecipientsTurn={isRecipientsTurn}
-          />
+        <div className="mt-2.5 flex flex-wrap items-center justify-between gap-x-6">
+          <div className="max-w-[50ch]">
+            <span className="text-muted-foreground truncate" title={senderName}>
+              {senderName} {senderEmail}
+            </span>{' '}
+            <span className="text-muted-foreground">
+              {match(recipient.role)
+                .with(RecipientRole.VIEWER, () =>
+                  document.teamId && !shouldUseTeamDetails ? (
+                    <Trans>
+                      on behalf of "{document.team?.name}" has invited you to view this document
+                    </Trans>
+                  ) : (
+                    <Trans>has invited you to view this document</Trans>
+                  ),
+                )
+                .with(RecipientRole.SIGNER, () =>
+                  document.teamId && !shouldUseTeamDetails ? (
+                    <Trans>
+                      on behalf of "{document.team?.name}" has invited you to sign this document
+                    </Trans>
+                  ) : (
+                    <Trans>has invited you to sign this document</Trans>
+                  ),
+                )
+                .with(RecipientRole.APPROVER, () =>
+                  document.teamId && !shouldUseTeamDetails ? (
+                    <Trans>
+                      on behalf of "{document.team?.name}" has invited you to approve this document
+                    </Trans>
+                  ) : (
+                    <Trans>has invited you to approve this document</Trans>
+                  ),
+                )
+                .with(RecipientRole.ASSISTANT, () =>
+                  document.teamId && !shouldUseTeamDetails ? (
+                    <Trans>
+                      on behalf of "{document.team?.name}" has invited you to assist this document
+                    </Trans>
+                  ) : (
+                    <Trans>has invited you to assist this document</Trans>
+                  ),
+                )
+                .otherwise(() => null)}
+            </span>
+          </div>
+
+          <RejectDocumentDialog document={document} token={recipient.token} />
         </div>
-      </div>
 
-      <DocumentReadOnlyFields fields={completedFields} />
-
-      <AutoSign recipient={recipient} fields={fields} />
-
-      <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-        {fields.map((field) =>
-          match(field.type)
-            .with(FieldType.SIGNATURE, () => (
-              <SignatureField
-                key={field.id}
-                field={field}
-                recipient={recipient}
-                typedSignatureEnabled={documentMeta?.typedSignatureEnabled}
+        <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
+          <Card
+            className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
+            gradient
+          >
+            <CardContent className="p-2">
+              <LazyPDFViewer
+                key={documentData.id}
+                documentData={documentData}
+                document={document}
+                password={documentMeta?.password}
               />
-            ))
-            .with(FieldType.INITIALS, () => (
-              <InitialsField key={field.id} field={field} recipient={recipient} />
-            ))
-            .with(FieldType.NAME, () => (
-              <NameField key={field.id} field={field} recipient={recipient} />
-            ))
-            .with(FieldType.DATE, () => (
-              <DateField
-                key={field.id}
-                field={field}
-                recipient={recipient}
-                dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
-                timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
-              />
-            ))
-            .with(FieldType.EMAIL, () => (
-              <EmailField key={field.id} field={field} recipient={recipient} />
-            ))
-            .with(FieldType.TEXT, () => {
-              const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
-                ...field,
-                fieldMeta: field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : null,
-              };
-              return <TextField key={field.id} field={fieldWithMeta} recipient={recipient} />;
-            })
-            .with(FieldType.NUMBER, () => {
-              const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
-                ...field,
-                fieldMeta: field.fieldMeta ? ZNumberFieldMeta.parse(field.fieldMeta) : null,
-              };
-              return <NumberField key={field.id} field={fieldWithMeta} recipient={recipient} />;
-            })
-            .with(FieldType.RADIO, () => {
-              const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
-                ...field,
-                fieldMeta: field.fieldMeta ? ZRadioFieldMeta.parse(field.fieldMeta) : null,
-              };
-              return <RadioField key={field.id} field={fieldWithMeta} recipient={recipient} />;
-            })
-            .with(FieldType.CHECKBOX, () => {
-              const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
-                ...field,
-                fieldMeta: field.fieldMeta ? ZCheckboxFieldMeta.parse(field.fieldMeta) : null,
-              };
-              return <CheckboxField key={field.id} field={fieldWithMeta} recipient={recipient} />;
-            })
-            .with(FieldType.DROPDOWN, () => {
-              const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
-                ...field,
-                fieldMeta: field.fieldMeta ? ZDropdownFieldMeta.parse(field.fieldMeta) : null,
-              };
-              return <DropdownField key={field.id} field={fieldWithMeta} recipient={recipient} />;
-            })
-            .otherwise(() => null),
+            </CardContent>
+          </Card>
+
+          <div className="col-span-12 lg:col-span-5 xl:col-span-4">
+            <SigningForm
+              document={document}
+              recipient={recipient}
+              fields={fields}
+              redirectUrl={documentMeta?.redirectUrl}
+              isRecipientsTurn={isRecipientsTurn}
+              allRecipients={allRecipients}
+              setSelectedSignerId={setSelectedSignerId}
+            />
+          </div>
+        </div>
+
+        <DocumentReadOnlyFields fields={completedFields} />
+
+        {recipient.role !== RecipientRole.ASSISTANT && (
+          <AutoSign recipient={recipient} fields={fields} />
         )}
-      </ElementVisible>
-    </div>
+
+        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+          {fields
+            .filter(
+              (field) =>
+                recipient.role !== RecipientRole.ASSISTANT ||
+                field.recipientId === selectedSigner?.id,
+            )
+            .map((field) =>
+              match(field.type)
+                .with(FieldType.SIGNATURE, () => (
+                  <SignatureField
+                    key={field.id}
+                    field={field}
+                    typedSignatureEnabled={documentMeta?.typedSignatureEnabled}
+                  />
+                ))
+                .with(FieldType.INITIALS, () => <InitialsField key={field.id} field={field} />)
+                .with(FieldType.NAME, () => <NameField key={field.id} field={field} />)
+                .with(FieldType.DATE, () => (
+                  <DateField
+                    key={field.id}
+                    field={field}
+                    dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                    timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                  />
+                ))
+                .with(FieldType.EMAIL, () => <EmailField key={field.id} field={field} />)
+                .with(FieldType.TEXT, () => {
+                  const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
+                    ...field,
+                    fieldMeta: field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : null,
+                  };
+                  return <TextField key={field.id} field={fieldWithMeta} />;
+                })
+                .with(FieldType.NUMBER, () => {
+                  const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
+                    ...field,
+                    fieldMeta: field.fieldMeta ? ZNumberFieldMeta.parse(field.fieldMeta) : null,
+                  };
+                  return <NumberField key={field.id} field={fieldWithMeta} />;
+                })
+                .with(FieldType.RADIO, () => {
+                  const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
+                    ...field,
+                    fieldMeta: field.fieldMeta ? ZRadioFieldMeta.parse(field.fieldMeta) : null,
+                  };
+                  return <RadioField key={field.id} field={fieldWithMeta} />;
+                })
+                .with(FieldType.CHECKBOX, () => {
+                  const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
+                    ...field,
+                    fieldMeta: field.fieldMeta ? ZCheckboxFieldMeta.parse(field.fieldMeta) : null,
+                  };
+                  return <CheckboxField key={field.id} field={fieldWithMeta} />;
+                })
+                .with(FieldType.DROPDOWN, () => {
+                  const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
+                    ...field,
+                    fieldMeta: field.fieldMeta ? ZDropdownFieldMeta.parse(field.fieldMeta) : null,
+                  };
+                  return <DropdownField key={field.id} field={fieldWithMeta} />;
+                })
+                .otherwise(() => null),
+            )}
+        </ElementVisible>
+      </div>
+    </RecipientProvider>
   );
 };

apps/web/src/app/(signing)/sign/[token]/text-field.tsx

@@ -13,7 +13,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZTextFieldMeta } from '@documenso/lib/types/field-meta';
-import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -27,26 +26,31 @@ import { Textarea } from '@documenso/ui/primitives/textarea';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
+import { useRecipientContext } from './recipient-context';
 import { SigningFieldContainer } from './signing-field-container';
 
+type ValidationErrors = {
+  required: string[];
+  characterLimit: string[];
+};
+
 export type TextFieldProps = {
   field: FieldWithSignatureAndFieldMeta;
-  recipient: Recipient;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const TextField = ({ field, recipient, onSignField, onUnsignField }: TextFieldProps) => {
+export const TextField = ({ field, onSignField, onUnsignField }: TextFieldProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
 
   const router = useRouter();
 
-  const initialErrors: Record<string, string[]> = {
+  const initialErrors: ValidationErrors = {
     required: [],
     characterLimit: [],
   };
-
   const [errors, setErrors] = useState(initialErrors);
   const userInputHasErrors = Object.values(errors).some((error) => error.length > 0);
 
@@ -166,7 +170,9 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
 
       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',
       });
     }
@@ -194,7 +200,7 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
 
       toast({
         title: _(msg`Error`),
-        description: _(msg`An error occurred while removing the text.`),
+        description: _(msg`An error occurred while removing the field.`),
         variant: 'destructive',
       });
     }
@@ -234,7 +240,7 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
       onPreSign={onPreSign}
       onSign={onSign}
       onRemove={onRemove}
-      type="Signature"
+      type="Text"
     >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
@@ -276,7 +282,7 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
           >
             {field.customText.length < 20
               ? field.customText
-              : field.customText.substring(0, 15) + '...'}
+              : field.customText.substring(0, 20) + '...'}
           </p>
         </div>
       )}

apps/web/src/app/embed/completed.tsx

@@ -12,7 +12,7 @@ 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/web/src/app/embed/direct/[[...url]]/client.tsx

@@ -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 type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@documenso/prisma/client';
 import { type DocumentData, type Field, FieldType } from '@documenso/prisma/client';
@@ -49,7 +53,7 @@ export type EmbedDirectTemplateClientPageProps = {
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
@@ -60,7 +64,7 @@ export const EmbedDirectTemplateClientPage = ({
   fields,
   metadata,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhiteLabelling = false,
 }: EmbedDirectTemplateClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -94,7 +98,7 @@ 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),
   ];
 
@@ -112,7 +116,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value,
+          customText: payload.value ?? '',
           inserted: true,
           signedValue: payload,
         });
@@ -123,8 +127,10 @@ 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;
         }
 
@@ -182,7 +188,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(pendingFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -194,7 +200,7 @@ export const EmbedDirectTemplateClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(localFields);
+      const valid = validateFieldsInserted(pendingFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -207,12 +213,6 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
-      localFields.forEach((field) => {
-        if (!field.signedValue) {
-          throw new Error('Invalid configuration');
-        }
-      });
-
       const {
         documentId,
         token: documentToken,
@@ -223,13 +223,11 @@ 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) {
@@ -288,7 +286,7 @@ export const EmbedDirectTemplateClientPage = ({
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhiteLabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -349,7 +347,7 @@ 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">
@@ -360,19 +358,34 @@ export const EmbedDirectTemplateClientPage = ({
                   <Trans>Sign document</Trans>
                 </h3>
 
-                <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>
+                {isExpanded ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(false)}
+                  >
+                    <LucideChevronDown className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : pendingFields.length > 0 ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(true)}
+                  >
+                    <LucideChevronUp className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : (
+                  <Button
+                    variant="default"
+                    size="sm"
+                    className="md:hidden"
+                    disabled={isThrottled || (hasSignatureField && !signatureValid)}
+                    loading={isSubmitting}
+                    onClick={() => throttledOnCompleteClick()}
+                  >
+                    <Trans>Complete</Trans>
+                  </Button>
+                )}
               </div>
             </div>
 
@@ -417,40 +430,42 @@ 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>
+                    <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>
+                    {hasSignatureField && !signatureValid && (
+                      <div className="text-destructive mt-2 text-sm">
+                        <Trans>
+                          Signature is too small. Please provide a more complete signature.
+                        </Trans>
+                      </div>
+                    )}
+                  </div>
+                )}
               </div>
             </div>
 
@@ -485,7 +500,6 @@ export const EmbedDirectTemplateClientPage = ({
 
         {/* Fields */}
         <EmbedDocumentFields
-          recipient={recipient}
           fields={localFields}
           metadata={metadata}
           onSignField={onSignField}

apps/web/src/app/embed/direct/[[...url]]/page.tsx

@@ -2,6 +2,7 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -13,6 +14,7 @@ import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 
 import { DocumentAuthProvider } from '~/app/(signing)/sign/[token]/document-auth-provider';
 import { SigningProvider } from '~/app/(signing)/sign/[token]/provider';
+import { RecipientProvider } from '~/app/(signing)/sign/[token]/recipient-context';
 
 import { EmbedAuthenticateView } from '../../authenticate';
 import { EmbedPaywall } from '../../paywall';
@@ -54,12 +56,16 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
     documentAuth: template.authOptions,
   });
 
-  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
     isDocumentPlatform(template),
     isUserEnterprise({
       userId: template.userId,
       teamId: template.teamId ?? undefined,
     }),
+    isUserCommunityPlan({
+      userId: template.userId,
+      teamId: template.teamId ?? undefined,
+    }),
   ]);
 
   const isAccessAuthValid = match(derivedRecipientAccessAuth)
@@ -96,16 +102,20 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
         recipient={recipient}
         user={user}
       >
-        <EmbedDirectTemplateClientPage
-          token={token}
-          updatedAt={template.updatedAt}
-          documentData={template.templateDocumentData}
-          recipient={recipient}
-          fields={fields}
-          metadata={template.templateMeta}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-          isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
-        />
+        <RecipientProvider recipient={recipient}>
+          <EmbedDirectTemplateClientPage
+            token={token}
+            updatedAt={template.updatedAt}
+            documentData={template.templateDocumentData}
+            recipient={recipient}
+            fields={fields}
+            metadata={template.templateMeta}
+            hidePoweredBy={
+              isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+            }
+            allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
+          />
+        </RecipientProvider>
       </DocumentAuthProvider>
     </SigningProvider>
   );

apps/web/src/app/embed/document-fields.tsx

@@ -12,7 +12,7 @@ import {
   ZRadioFieldMeta,
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
-import type { DocumentMeta, Recipient, TemplateMeta } from '@documenso/prisma/client';
+import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
 import { type Field, FieldType } from '@documenso/prisma/client';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import type {
@@ -33,7 +33,6 @@ import { SignatureField } from '~/app/(signing)/sign/[token]/signature-field';
 import { TextField } from '~/app/(signing)/sign/[token]/text-field';
 
 export type EmbedDocumentFieldsProps = {
-  recipient: Recipient;
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
@@ -41,7 +40,6 @@ export type EmbedDocumentFieldsProps = {
 };
 
 export const EmbedDocumentFields = ({
-  recipient,
   fields,
   metadata,
   onSignField,
@@ -55,7 +53,6 @@ export const EmbedDocumentFields = ({
             <SignatureField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
               typedSignatureEnabled={metadata?.typedSignatureEnabled}
@@ -65,7 +62,6 @@ export const EmbedDocumentFields = ({
             <InitialsField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
             />
@@ -74,7 +70,6 @@ export const EmbedDocumentFields = ({
             <NameField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
             />
@@ -83,7 +78,6 @@ export const EmbedDocumentFields = ({
             <DateField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
               dateFormat={metadata?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
@@ -94,7 +88,6 @@ export const EmbedDocumentFields = ({
             <EmailField
               key={field.id}
               field={field}
-              recipient={recipient}
               onSignField={onSignField}
               onUnsignField={onUnsignField}
             />
@@ -109,7 +102,6 @@ export const EmbedDocumentFields = ({
               <TextField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -125,7 +117,6 @@ export const EmbedDocumentFields = ({
               <NumberField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -141,7 +132,6 @@ export const EmbedDocumentFields = ({
               <RadioField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -157,7 +147,6 @@ export const EmbedDocumentFields = ({
               <CheckboxField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />
@@ -173,7 +162,6 @@ export const EmbedDocumentFields = ({
               <DropdownField
                 key={field.id}
                 field={fieldWithMeta}
-                recipient={recipient}
                 onSignField={onSignField}
                 onUnsignField={onUnsignField}
               />

apps/web/src/app/embed/rejected.tsx

@@ -0,0 +1,40 @@
+import { Trans } from '@lingui/macro';
+import { XCircle } from 'lucide-react';
+
+import type { Signature } from '@documenso/prisma/client';
+
+export type EmbedDocumentRejectedPageProps = {
+  name?: string;
+  signature?: Signature;
+};
+
+export const EmbedDocumentRejected = ({ name }: EmbedDocumentRejectedPageProps) => {
+  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/web/src/app/embed/sign/[[...url]]/client.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useEffect, useLayoutEffect, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 
 import { Trans, msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
@@ -8,9 +8,17 @@ 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 { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
-import type { DocumentMeta, Recipient, TemplateMeta } from '@documenso/prisma/client';
-import { type DocumentData, type Field, FieldType } from '@documenso/prisma/client';
+import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
+import {
+  type DocumentData,
+  type Field,
+  FieldType,
+  RecipientRole,
+  SigningStatus,
+} from '@documenso/prisma/client';
+import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
@@ -19,15 +27,19 @@ 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 { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
+import { RecipientProvider } from '~/app/(signing)/sign/[token]/recipient-context';
+import { RejectDocumentDialog } from '~/app/(signing)/sign/[token]/reject-document-dialog';
 import { Logo } from '~/components/branding/logo';
 
 import { EmbedClientLoading } from '../../client-loading';
 import { EmbedDocumentCompleted } from '../../completed';
 import { EmbedDocumentFields } from '../../document-fields';
+import { EmbedDocumentRejected } from '../../rejected';
 import { injectCss } from '../../util';
 import { ZSignDocumentEmbedDataSchema } from './schema';
 
@@ -35,12 +47,13 @@ export type EmbedSignDocumentClientPageProps = {
   token: string;
   documentId: number;
   documentData: DocumentData;
-  recipient: Recipient;
+  recipient: RecipientWithFields;
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhitelabelling?: boolean;
+  allRecipients?: RecipientWithFields[];
 };
 
 export const EmbedSignDocumentClientPage = ({
@@ -52,7 +65,8 @@ export const EmbedSignDocumentClientPage = ({
   metadata,
   isCompleted,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhitelabelling = false,
+  allRecipients = [],
 }: EmbedSignDocumentClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -70,27 +84,45 @@ export const EmbedSignDocumentClientPage = ({
   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 [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);
@@ -102,7 +134,7 @@ export const EmbedSignDocumentClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(fields);
+      const valid = validateFieldsInserted(fieldsRequiringValidation);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -150,6 +182,25 @@ 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);
 
@@ -163,12 +214,13 @@ 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);
 
       if (data.darkModeDisabled) {
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhitelabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -197,6 +249,10 @@ export const EmbedSignDocumentClientPage = ({
     }
   }, [hasFinishedInit, hasDocumentLoaded]);
 
+  if (hasRejectedDocument) {
+    return <EmbedDocumentRejected name={fullName} />;
+  }
+
   if (hasCompletedDocument) {
     return (
       <EmbedDocumentCompleted
@@ -214,164 +270,263 @@ 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 />}
+    <RecipientProvider 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">
+            <RejectDocumentDialog
+              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">
+            <LazyPDFViewer
+              documentData={documentData}
+              onDocumentLoad={() => setHasDocumentLoaded(true)}
+            />
+          </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>
 
-                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
                   {isExpanded ? (
-                    <LucideChevronDown
-                      className="text-muted-foreground h-5 w-5"
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
                       onClick={() => setIsExpanded(false)}
-                    />
-                  ) : (
-                    <LucideChevronUp
-                      className="text-muted-foreground h-5 w-5"
+                    >
+                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : pendingFields.length > 0 ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
                       onClick={() => setIsExpanded(true)}
-                    />
+                    >
+                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="md:hidden"
+                      disabled={
+                        isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
+                      }
+                      loading={isSubmitting}
+                      onClick={() => throttledOnCompleteClick()}
+                    >
+                      <Trans>Complete</Trans>
+                    </Button>
                   )}
-                </Button>
+                </div>
               </div>
-            </div>
 
-            <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>
+              <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>
+                <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>
+              {/* 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>
 
-                  <Input
-                    type="text"
-                    id="full-name"
-                    className="bg-background mt-2"
-                    disabled={isNameLocked}
-                    value={fullName}
-                    onChange={(e) => !isNameLocked && setFullName(e.target.value)}
-                  />
-                </div>
+                      <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>
-                  <Label htmlFor="email">
-                    <Trans>Email</Trans>
-                  </Label>
+                                    <div className="grid grow gap-1">
+                                      <Label
+                                        className="inline-flex items-start"
+                                        htmlFor={`${assistantSignersId}-${r.id}`}
+                                      >
+                                        {r.name}
 
-                  <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,
-                        )}
-                      />
-                    </CardContent>
-                  </Card>
-
-                  {hasSignatureField && !signatureValid && (
-                    <div className="text-destructive mt-2 text-sm">
-                      <Trans>
-                        Signature is too small. Please provide a more complete signature.
-                      </Trans>
+                                        {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>
+
+                          <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>
+                      )}
+                    </>
+                  )}
                 </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 || (!isAssistantMode && hasSignatureField && !signatureValid)
+                    }
+                    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} />
         </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>
+            <Logo 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>
-          <Logo className="ml-2 inline-block h-[14px]" />
-        </div>
-      )}
-    </div>
+    </RecipientProvider>
   );
 };

apps/web/src/app/embed/sign/[[...url]]/page.tsx

@@ -2,23 +2,27 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
+import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
+import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
 import { getTeamById } from '@documenso/lib/server-only/team/get-team';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-import { DocumentStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole } from '@documenso/prisma/client';
 
 import { DocumentAuthProvider } from '~/app/(signing)/sign/[token]/document-auth-provider';
 import { SigningProvider } from '~/app/(signing)/sign/[token]/provider';
 
 import { EmbedAuthenticateView } from '../../authenticate';
 import { EmbedPaywall } from '../../paywall';
+import { EmbedWaitingForTurn } from '../../waiting-for-turn';
 import { EmbedSignDocumentClientPage } from './client';
 
 export type EmbedSignDocumentPageProps = {
@@ -59,12 +63,16 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
     return <EmbedPaywall />;
   }
 
-  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
     isDocumentPlatform(document),
     isUserEnterprise({
       userId: document.userId,
       teamId: document.teamId ?? undefined,
     }),
+    isUserCommunityPlan({
+      userId: document.userId,
+      teamId: document.teamId ?? undefined,
+    }),
   ]);
 
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -85,6 +93,19 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
     );
   }
 
+  const isRecipientsTurnToSign = await getIsRecipientsTurnToSign({ token });
+
+  if (!isRecipientsTurnToSign) {
+    return <EmbedWaitingForTurn />;
+  }
+
+  const allRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? await getRecipientsForAssistant({
+          token,
+        })
+      : [];
+
   const team = document.teamId
     ? await getTeamById({ teamId: document.teamId, userId: document.userId }).catch(() => null)
     : null;
@@ -110,8 +131,11 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
           fields={fields}
           metadata={document.documentMeta}
           isCompleted={document.status === DocumentStatus.COMPLETED}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-          isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+          hidePoweredBy={
+            isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+          }
+          allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
+          allRecipients={allRecipients}
         />
       </DocumentAuthProvider>
     </SigningProvider>

apps/web/src/app/embed/sign/[[...url]]/schema.ts

@@ -13,4 +13,5 @@ export const ZSignDocumentEmbedDataSchema = ZBaseEmbedDataSchema.extend({
     .optional()
     .transform((value) => value || undefined),
   lockName: z.boolean().optional().default(false),
+  allowDocumentRejection: z.boolean().optional(),
 });

apps/web/src/app/embed/waiting-for-turn.tsx

@@ -0,0 +1,48 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/macro';
+
+export const EmbedWaitingForTurn = () => {
+  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/web/src/components/(dashboard)/common/command-menu.tsx

@@ -85,7 +85,7 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   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/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -73,7 +73,7 @@ export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: Deskto
 
       <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">
@@ -82,7 +82,7 @@ export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: Deskto
         </div>
 
         <div>
-          <div className="text-muted-foreground bg-muted flex items-center rounded-md px-1.5 py-0.5  text-xs tracking-wider">
+          <div className="text-muted-foreground bg-muted flex items-center rounded-md px-1.5 py-0.5 text-xs tracking-wider">
             {modifierKey}+K
           </div>
         </div>

apps/web/src/components/(teams)/dialogs/transfer-team-dialog.tsx

@@ -67,7 +67,7 @@ export const TransferTeamDialog = ({
   const {
     data,
     refetch: refetchTeamMembers,
-    isLoading: loadingTeamMembers,
+    isPending: loadingTeamMembers,
     isLoadingError: loadingTeamMembersError,
   } = trpc.team.getTeamMembers.useQuery({
     teamId,

apps/web/src/components/document/document-history-sheet.tsx

@@ -353,6 +353,16 @@ export const DocumentHistorySheet = ({
                       />
                     ),
                   )
+                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED }, ({ data }) => (
+                    <DocumentHistorySheetChanges
+                      values={[
+                        {
+                          key: 'Field prefilled',
+                          value: formatGenericText(data.field.type),
+                        },
+                      ]}
+                    />
+                  ))
                   .exhaustive()}
 
                 {isUserDetailsVisible && (

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.9.0-rc.11",
+  "version": "1.9.1-rc.9",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.9.0-rc.11",
+      "version": "1.9.1-rc.9",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -106,7 +106,7 @@
     },
     "apps/web": {
       "name": "@documenso/web",
-      "version": "1.9.0-rc.11",
+      "version": "1.9.1-rc.9",
       "license": "AGPL-3.0",
       "dependencies": {
         "@documenso/api": "*",
@@ -32565,8 +32565,7 @@
     "node_modules/uqr": {
       "version": "0.1.2",
       "resolved": "https://registry.npmjs.org/uqr/-/uqr-0.1.2.tgz",
-      "integrity": "sha512-MJu7ypHq6QasgF5YRTjqscSzQp/W11zoUk6kvmlH+fmWEs63Y0Eib13hYFwAzagRJcVY8WVnlV+eBDUGMJ5IbA==",
-      "license": "MIT"
+      "integrity": "sha512-MJu7ypHq6QasgF5YRTjqscSzQp/W11zoUk6kvmlH+fmWEs63Y0Eib13hYFwAzagRJcVY8WVnlV+eBDUGMJ5IbA=="
     },
     "node_modules/uri-js": {
       "version": "4.4.1",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.9.0-rc.11",
+  "version": "1.9.1-rc.9",
   "scripts": {
     "build": "turbo run build",
     "build:web": "turbo run build --filter=@documenso/web",

packages/api/v1/implementation.ts

@@ -586,6 +586,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         userId: user.id,
         teamId: team?.id,
         recipients: body.recipients,
+        prefillFields: body.prefillFields,
         override: {
           title: body.title,
           ...body.meta,

packages/api/v1/schema.ts

@@ -11,7 +11,7 @@ import {
   ZRecipientActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import {
   DocumentDataType,
   DocumentDistributionMethod,
@@ -299,6 +299,7 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
     })
     .optional(),
   formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+  prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
 });
 
 export type TGenerateDocumentFromTemplateMutationSchema = z.infer<

packages/app-tests/e2e/api/v1/template-field-prefill.spec.ts

@@ -0,0 +1,612 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../../fixtures/authentication';
+
+test.describe('Template Field Prefill API v1', () => {
+  test('should create a document from template with prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Advanced Fields',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Number Field',
+        },
+      },
+    });
+
+    // Add RADIO field
+    const radioField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 5,
+        positionY: 25,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add CHECKBOX field
+    const checkboxField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.CHECKBOX,
+        page: 1,
+        positionX: 5,
+        positionY: 35,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'checkbox',
+          label: 'Checkbox Field',
+          values: [
+            { id: 1, value: 'Check A', checked: false },
+            { id: 2, value: 'Check B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add DROPDOWN field
+    const dropdownField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.DROPDOWN,
+        page: 1,
+        positionX: 5,
+        positionY: 45,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'dropdown',
+          label: 'Dropdown Field',
+          values: [{ value: 'Select A' }, { value: 'Select B' }],
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template with prefilled fields
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Prefilled Fields',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+          prefillFields: [
+            {
+              id: textField.id,
+              type: 'text',
+              label: 'Prefilled Text',
+              value: 'This is prefilled text',
+            },
+            {
+              id: numberField.id,
+              type: 'number',
+              label: 'Prefilled Number',
+              value: '42',
+            },
+            {
+              id: radioField.id,
+              type: 'radio',
+              label: 'Prefilled Radio',
+              value: 'Option A',
+            },
+            {
+              id: checkboxField.id,
+              type: 'checkbox',
+              label: 'Prefilled Checkbox',
+              value: ['Check A', 'Check B'],
+            },
+            {
+              id: dropdownField.id,
+              type: 'dropdown',
+              label: 'Prefilled Dropdown',
+              value: 'Select B',
+            },
+          ],
+        },
+      },
+    );
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.documentId).toBeDefined();
+
+    // 9. Verify the document was created with prefilled fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.documentId,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify each field has the correct prefilled values
+    const documentTextField = document?.fields.find(
+      (field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
+    );
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Prefilled Text',
+      text: 'This is prefilled text',
+    });
+
+    const documentNumberField = document?.fields.find(
+      (field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
+    );
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Prefilled Number',
+      value: '42',
+    });
+
+    const documentRadioField = document?.fields.find(
+      (field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
+    );
+    expect(documentRadioField?.fieldMeta).toMatchObject({
+      type: 'radio',
+      label: 'Prefilled Radio',
+    });
+    // Check that the correct radio option is selected
+    const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
+    const selectedRadioOption = radioValues.find((option) => option.checked);
+    expect(selectedRadioOption?.value).toBe('Option A');
+
+    const documentCheckboxField = document?.fields.find(
+      (field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
+    );
+    expect(documentCheckboxField?.fieldMeta).toMatchObject({
+      type: 'checkbox',
+      label: 'Prefilled Checkbox',
+    });
+    // Check that the correct checkbox options are selected
+    const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
+    const checkedOptions = checkboxValues.filter((option) => option.checked);
+    expect(checkedOptions.length).toBe(2);
+    expect(checkedOptions.map((option) => option.value)).toContain('Check A');
+    expect(checkedOptions.map((option) => option.value)).toContain('Check B');
+
+    const documentDropdownField = document?.fields.find(
+      (field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
+    );
+    expect(documentDropdownField?.fieldMeta).toMatchObject({
+      type: 'dropdown',
+      label: 'Prefilled Dropdown',
+      defaultValue: 'Select B',
+    });
+
+    // 11. Sign in as the recipient and verify the prefilled fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    // Send the document to the recipient
+    const sendResponse = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          sendEmail: false,
+        },
+      },
+    );
+
+    expect(sendResponse.ok()).toBeTruthy();
+    expect(sendResponse.status()).toBe(200);
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the prefilled fields are visible with correct values
+    // Text field
+    await expect(page.getByText('This is prefilled')).toBeVisible();
+
+    // Number field
+    await expect(page.getByText('42')).toBeVisible();
+
+    // Radio field
+    await expect(page.getByText('Option A')).toBeVisible();
+    await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
+
+    // Checkbox field
+    await expect(page.getByText('Check A')).toBeVisible();
+    await expect(page.getByText('Check B')).toBeVisible();
+    await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
+    await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
+
+    // Dropdown field
+    await expect(page.getByText('Select B')).toBeVisible();
+  });
+
+  test('should create a document from template without prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Default Fields',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Default Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Default Number Field',
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template without prefilled fields
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Default Fields',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+        },
+      },
+    );
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.documentId).toBeDefined();
+
+    // 9. Verify the document was created with default fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.documentId,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify fields have their default values
+    const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Default Text Field',
+    });
+
+    const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Default Number Field',
+    });
+
+    // 11. Sign in as the recipient and verify the default fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    const sendResponse = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          sendEmail: false,
+        },
+      },
+    );
+
+    expect(sendResponse.ok()).toBeTruthy();
+    expect(sendResponse.status()).toBe(200);
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the default fields are visible with correct labels
+    await expect(page.getByText('Default Text Field')).toBeVisible();
+    await expect(page.getByText('Default Number Field')).toBeVisible();
+  });
+
+  test('should handle invalid field prefill values', async ({ request }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template using seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template for Invalid Test',
+        visibility: 'EVERYONE',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add a field to the template
+    const field = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 100,
+        positionY: 100,
+        width: 100,
+        height: 50,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // 6. Try to create a document with invalid prefill value
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Invalid Prefill',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+          prefillFields: [
+            {
+              id: field.id,
+              type: 'radio',
+              label: 'Invalid Radio',
+              value: 'Non-existent Option', // This option doesn't exist
+            },
+          ],
+        },
+      },
+    );
+
+    // 7. Verify the request fails with appropriate error
+    expect(response.ok()).toBeFalsy();
+    expect(response.status()).toBe(400);
+
+    const errorData = await response.json();
+    expect(errorData.message).toContain('not found in options for RADIO field');
+  });
+});

packages/app-tests/e2e/api/v2/template-field-prefill.spec.ts

@@ -0,0 +1,600 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../../fixtures/authentication';
+
+test.describe('Template Field Prefill API v2', () => {
+  test('should create a document from template with prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Advanced Fields V2',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Number Field',
+        },
+      },
+    });
+
+    // Add RADIO field
+    const radioField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 5,
+        positionY: 25,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add CHECKBOX field
+    const checkboxField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.CHECKBOX,
+        page: 1,
+        positionX: 5,
+        positionY: 35,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'checkbox',
+          label: 'Checkbox Field',
+          values: [
+            { id: 1, value: 'Check A', checked: false },
+            { id: 2, value: 'Check B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add DROPDOWN field
+    const dropdownField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.DROPDOWN,
+        page: 1,
+        positionX: 5,
+        positionY: 45,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'dropdown',
+          label: 'Dropdown Field',
+          values: [{ value: 'Select A' }, { value: 'Select B' }],
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template with prefilled fields using v2 API
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+        prefillFields: [
+          {
+            id: textField.id,
+            type: 'text',
+            label: 'Prefilled Text',
+            value: 'This is prefilled text',
+          },
+          {
+            id: numberField.id,
+            type: 'number',
+            label: 'Prefilled Number',
+            value: '42',
+          },
+          {
+            id: radioField.id,
+            type: 'radio',
+            label: 'Prefilled Radio',
+            value: 'Option A',
+          },
+          {
+            id: checkboxField.id,
+            type: 'checkbox',
+            label: 'Prefilled Checkbox',
+            value: ['Check A', 'Check B'],
+          },
+          {
+            id: dropdownField.id,
+            type: 'dropdown',
+            label: 'Prefilled Dropdown',
+            value: 'Select B',
+          },
+        ],
+      },
+    });
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.id).toBeDefined();
+
+    // 9. Verify the document was created with prefilled fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.id,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify each field has the correct prefilled values
+    const documentTextField = document?.fields.find(
+      (field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
+    );
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Prefilled Text',
+      text: 'This is prefilled text',
+    });
+
+    const documentNumberField = document?.fields.find(
+      (field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
+    );
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Prefilled Number',
+      value: '42',
+    });
+
+    const documentRadioField = document?.fields.find(
+      (field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
+    );
+    expect(documentRadioField?.fieldMeta).toMatchObject({
+      type: 'radio',
+      label: 'Prefilled Radio',
+    });
+    // Check that the correct radio option is selected
+    const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
+    const selectedRadioOption = radioValues.find((option) => option.checked);
+    expect(selectedRadioOption?.value).toBe('Option A');
+
+    const documentCheckboxField = document?.fields.find(
+      (field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
+    );
+    expect(documentCheckboxField?.fieldMeta).toMatchObject({
+      type: 'checkbox',
+      label: 'Prefilled Checkbox',
+    });
+    // Check that the correct checkbox options are selected
+    const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
+    const checkedOptions = checkboxValues.filter((option) => option.checked);
+    expect(checkedOptions.length).toBe(2);
+    expect(checkedOptions.map((option) => option.value)).toContain('Check A');
+    expect(checkedOptions.map((option) => option.value)).toContain('Check B');
+
+    const documentDropdownField = document?.fields.find(
+      (field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
+    );
+    expect(documentDropdownField?.fieldMeta).toMatchObject({
+      type: 'dropdown',
+      label: 'Prefilled Dropdown',
+      defaultValue: 'Select B',
+    });
+
+    const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        documentId: document?.id,
+        meta: {
+          subject: 'Test Subject',
+          message: 'Test Message',
+        },
+      },
+    });
+
+    await expect(sendResponse.ok()).toBeTruthy();
+    await expect(sendResponse.status()).toBe(200);
+
+    // 11. Sign in as the recipient and verify the prefilled fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the prefilled fields are visible with correct values
+    // Text field
+    await expect(page.getByText('This is prefilled')).toBeVisible();
+
+    // Number field
+    await expect(page.getByText('42')).toBeVisible();
+
+    // Radio field
+    await expect(page.getByText('Option A')).toBeVisible();
+    await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
+
+    // Checkbox field
+    await expect(page.getByText('Check A')).toBeVisible();
+    await expect(page.getByText('Check B')).toBeVisible();
+    await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
+    await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
+
+    // Dropdown field
+    await expect(page.getByText('Select B')).toBeVisible();
+  });
+
+  test('should create a document from template without prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Default Fields V2',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Default Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Default Number Field',
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template without prefilled fields using v2 API
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+      },
+    });
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.id).toBeDefined();
+
+    // 9. Verify the document was created with default fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.id,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify fields have their default values
+    const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Default Text Field',
+    });
+
+    const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Default Number Field',
+    });
+
+    const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        documentId: document?.id,
+        meta: {
+          subject: 'Test Subject',
+          message: 'Test Message',
+        },
+      },
+    });
+
+    await expect(sendResponse.ok()).toBeTruthy();
+    await expect(sendResponse.status()).toBe(200);
+
+    // 11. Sign in as the recipient and verify the default fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    await expect(page.getByText('This is prefilled')).not.toBeVisible();
+  });
+
+  test('should handle invalid field prefill values', async ({ request }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template using seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template for Invalid Test V2',
+        visibility: 'EVERYONE',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add a field to the template
+    const field = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 100,
+        positionY: 100,
+        width: 100,
+        height: 50,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // 7. Try to create a document with invalid prefill value
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+        prefillFields: [
+          {
+            id: field.id,
+            type: 'radio',
+            label: 'Invalid Radio',
+            value: 'Non-existent Option', // This option doesn't exist
+          },
+        ],
+      },
+    });
+
+    // 8. Verify the request fails with appropriate error
+    expect(response.ok()).toBeFalsy();
+    expect(response.status()).toBe(400);
+
+    const errorData = await response.json();
+    expect(errorData.message).toContain('not found in options for RADIO field');
+  });
+});

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -384,7 +384,9 @@ test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) =
       await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
     }
 
-    await page.getByRole('button', { name: 'Complete' }).click();
+    await page
+      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Complete' : 'Approve' })
+      .click();
     await page
       .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
       .click();
@@ -454,7 +456,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
   const { status } = await getDocumentByToken(token);
   expect(status).toBe(DocumentStatus.PENDING);
 
-  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Approve' }).click();
   await expect(page.getByRole('dialog').getByText('Complete Approval').first()).toBeVisible();
   await page.getByRole('button', { name: 'Approve' }).click();
 
@@ -540,12 +542,19 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
     if (i > 1) {
       await page.getByRole('button', { name: 'Add Signer' }).click();
     }
+
     await page
-      .getByPlaceholder('Email')
+      .getByLabel('Email')
+      .nth(i - 1)
+      .focus();
+
+    await page
+      .getByLabel('Email')
       .nth(i - 1)
       .fill(`user${i}@example.com`);
+
     await page
-      .getByPlaceholder('Name')
+      .getByLabel('Name')
       .nth(i - 1)
       .fill(`User ${i}`);
   }

packages/ee/server-only/stripe/get-prices-by-plan.ts

@@ -4,15 +4,14 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 type PlanType = (typeof STRIPE_PLAN_TYPE)[keyof typeof STRIPE_PLAN_TYPE];
 
 export const getPricesByPlan = async (plan: PlanType | PlanType[]) => {
-  const planTypes = typeof plan === 'string' ? [plan] : plan;
+  const planTypes: string[] = typeof plan === 'string' ? [plan] : plan;
 
-  const query = planTypes.map((planType) => `metadata['plan']:'${planType}'`).join(' OR ');
-
-  const { data: prices } = await stripe.prices.search({
-    query,
+  const prices = await stripe.prices.list({
     expand: ['data.product'],
     limit: 100,
   });
 
-  return prices.filter((price) => price.type === 'recurring');
+  return prices.data.filter(
+    (price) => price.type === 'recurring' && planTypes.includes(price.metadata.plan),
+  );
 };

packages/ee/server-only/util/is-community-plan.ts

@@ -0,0 +1,56 @@
+import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import type { Subscription } from '@documenso/prisma/client';
+
+import { getCommunityPlanPriceIds } from '../stripe/get-community-plan-prices';
+
+export type IsCommunityPlanOptions = {
+  userId: number;
+  teamId?: number;
+};
+
+/**
+ * Whether the user or team is on the community plan.
+ */
+export const isCommunityPlan = async ({
+  userId,
+  teamId,
+}: IsCommunityPlanOptions): Promise<boolean> => {
+  let subscriptions: Subscription[] = [];
+
+  if (teamId) {
+    subscriptions = await prisma.team
+      .findFirstOrThrow({
+        where: {
+          id: teamId,
+        },
+        select: {
+          owner: {
+            include: {
+              subscriptions: true,
+            },
+          },
+        },
+      })
+      .then((team) => team.owner.subscriptions);
+  } else {
+    subscriptions = await prisma.user
+      .findFirstOrThrow({
+        where: {
+          id: userId,
+        },
+        select: {
+          subscriptions: true,
+        },
+      })
+      .then((user) => user.subscriptions);
+  }
+
+  if (subscriptions.length === 0) {
+    return false;
+  }
+
+  const communityPlanPriceIds = await getCommunityPlanPriceIds();
+
+  return subscriptionsContainsActivePlan(subscriptions, communityPlanPriceIds);
+};

packages/email/template-components/template-document-invite.tsx

@@ -84,6 +84,9 @@ export const TemplateDocumentInvite = ({
             .with(RecipientRole.VIEWER, () => <Trans>Continue by viewing the document.</Trans>)
             .with(RecipientRole.APPROVER, () => <Trans>Continue by approving the document.</Trans>)
             .with(RecipientRole.CC, () => '')
+            .with(RecipientRole.ASSISTANT, () => (
+              <Trans>Continue by assisting with the document.</Trans>
+            ))
             .exhaustive()}
         </Text>
 
@@ -104,6 +107,7 @@ export const TemplateDocumentInvite = ({
               .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
               .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
               .with(RecipientRole.CC, () => '')
+              .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
               .exhaustive()}
           </Button>
         </Section>

packages/lib/constants/document-audit-logs.ts

@@ -10,6 +10,9 @@ export const DOCUMENT_AUDIT_LOG_EMAIL_FORMAT = {
   [DOCUMENT_EMAIL_TYPE.APPROVE_REQUEST]: {
     description: 'Approval request',
   },
+  [DOCUMENT_EMAIL_TYPE.ASSISTING_REQUEST]: {
+    description: 'Assisting request',
+  },
   [DOCUMENT_EMAIL_TYPE.CC]: {
     description: 'CC',
   },

packages/lib/constants/recipient-roles.ts

@@ -32,12 +32,26 @@ export const RECIPIENT_ROLES_DESCRIPTION = {
     roleName: msg`Viewer`,
     roleNamePlural: msg`Viewers`,
   },
+  [RecipientRole.ASSISTANT]: {
+    actionVerb: msg`Assist`,
+    actioned: msg`Assisted`,
+    progressiveVerb: msg`Assisting`,
+    roleName: msg`Assistant`,
+    roleNamePlural: msg`Assistants`,
+  },
 } satisfies Record<keyof typeof RecipientRole, unknown>;
 
+export const RECIPIENT_ROLE_TO_DISPLAY_TYPE = {
+  [RecipientRole.SIGNER]: `SIGNING_REQUEST`,
+  [RecipientRole.VIEWER]: `VIEW_REQUEST`,
+  [RecipientRole.APPROVER]: `APPROVE_REQUEST`,
+} as const;
+
 export const RECIPIENT_ROLE_TO_EMAIL_TYPE = {
   [RecipientRole.SIGNER]: `SIGNING_REQUEST`,
   [RecipientRole.VIEWER]: `VIEW_REQUEST`,
   [RecipientRole.APPROVER]: `APPROVE_REQUEST`,
+  [RecipientRole.ASSISTANT]: `ASSISTING_REQUEST`,
 } as const;
 
 export const RECIPIENT_ROLE_SIGNING_REASONS = {
@@ -45,4 +59,5 @@ export const RECIPIENT_ROLE_SIGNING_REASONS = {
   [RecipientRole.APPROVER]: msg`I am an approver of this document`,
   [RecipientRole.CC]: msg`I am required to receive a copy of this document`,
   [RecipientRole.VIEWER]: msg`I am a viewer of this document`,
+  [RecipientRole.ASSISTANT]: msg`I am an assistant of this document`,
 } satisfies Record<keyof typeof RecipientRole, MessageDescriptor>;

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

@@ -119,21 +119,6 @@ export const run = async ({
     documentData.data = documentData.initialData;
   }
 
-  const existingDocumentAccessToken = await prisma.documentAccessToken.findUnique({
-    where: {
-      documentId: document.id,
-    },
-  });
-
-  if (!existingDocumentAccessToken) {
-    await prisma.documentAccessToken.create({
-      data: {
-        token: nanoid(),
-        documentId: document.id,
-      },
-    });
-  }
-
   const pdfData = await getFile(documentData);
 
   const certificateData =

packages/lib/server-only/admin/get-entire-document.ts

@@ -11,7 +11,6 @@ export const getEntireDocument = async ({ id }: GetEntireDocumentOptions) => {
     },
     include: {
       documentMeta: true,
-      documentAccessToken: true,
       user: {
         select: {
           id: true,

packages/lib/server-only/document/complete-document-with-token.ts

@@ -12,6 +12,7 @@ import {
   WebhookTriggerEvents,
 } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import type { TRecipientActionAuth } from '../../types/document-auth';
 import {
@@ -72,6 +73,13 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }
 
+  if (recipient.signingStatus === SigningStatus.REJECTED) {
+    throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+      message: 'Recipient has already rejected the document',
+      statusCode: 400,
+    });
+  }
+
   if (document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL) {
     const isRecipientsTurn = await getIsRecipientsTurnToSign({ token: recipient.token });
 

packages/lib/server-only/document/find-documents.ts

@@ -88,6 +88,7 @@ export const findDocuments = async ({
   const searchFilter: Prisma.DocumentWhereInput = {
     OR: [
       { title: { contains: query, mode: 'insensitive' } },
+      { externalId: { contains: query, mode: 'insensitive' } },
       { recipients: { some: { name: { contains: query, mode: 'insensitive' } } } },
       { recipients: { some: { email: { contains: query, mode: 'insensitive' } } } },
     ],

packages/lib/server-only/document/get-document-by-access-token.ts

@@ -1,39 +0,0 @@
-import { prisma } from '@documenso/prisma';
-
-export type GetDocumentByAccessTokenOptions = {
-  token: string;
-};
-
-export const getDocumentByAccessToken = async ({ token }: GetDocumentByAccessTokenOptions) => {
-  if (!token) {
-    throw new Error('Missing token');
-  }
-
-  const result = await prisma.documentAccessToken.findFirstOrThrow({
-    where: {
-      token,
-    },
-    select: {
-      document: {
-        select: {
-          title: true,
-          documentData: {
-            select: {
-              id: true,
-              type: true,
-              data: true,
-              initialData: true,
-            },
-          },
-          documentMeta: {
-            select: {
-              password: true,
-            },
-          },
-        },
-      },
-    },
-  });
-
-  return result;
-};

packages/lib/server-only/document/resend-document.tsx

@@ -14,8 +14,8 @@ import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-reques
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import type { Prisma } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 
 import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';

packages/lib/server-only/document/seal-document.ts

@@ -106,21 +106,6 @@ export const sealDocument = async ({
     documentData.data = documentData.initialData;
   }
 
-  const existingDocumentAccessToken = await prisma.documentAccessToken.findUnique({
-    where: {
-      documentId: document.id,
-    },
-  });
-
-  if (!existingDocumentAccessToken) {
-    await prisma.documentAccessToken.create({
-      data: {
-        token: nanoid(),
-        documentId: document.id,
-      },
-    });
-  }
-
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 

packages/lib/server-only/document/search-documents-with-keyword.ts

@@ -34,6 +34,14 @@ export const searchDocumentsWithKeyword = async ({
           userId: userId,
           deletedAt: null,
         },
+        {
+          externalId: {
+            contains: query,
+            mode: 'insensitive',
+          },
+          userId: userId,
+          deletedAt: null,
+        },
         {
           recipients: {
             some: {
@@ -88,6 +96,23 @@ export const searchDocumentsWithKeyword = async ({
           },
           deletedAt: null,
         },
+        {
+          externalId: {
+            contains: query,
+            mode: 'insensitive',
+          },
+          teamId: {
+            not: null,
+          },
+          team: {
+            members: {
+              some: {
+                userId: userId,
+              },
+            },
+          },
+          deletedAt: null,
+        },
       ],
     },
     include: {

packages/lib/server-only/field/get-fields-for-token.ts

@@ -1,15 +1,55 @@
 import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 
 export type GetFieldsForTokenOptions = {
   token: string;
 };
 
 export const getFieldsForToken = async ({ token }: GetFieldsForTokenOptions) => {
+  if (!token) {
+    throw new Error('Missing token');
+  }
+
+  const recipient = await prisma.recipient.findFirst({
+    where: { token },
+  });
+
+  if (!recipient) {
+    return [];
+  }
+
+  if (recipient.role === RecipientRole.ASSISTANT) {
+    return await prisma.field.findMany({
+      where: {
+        OR: [
+          {
+            type: {
+              not: FieldType.SIGNATURE,
+            },
+            recipient: {
+              signingStatus: {
+                not: SigningStatus.SIGNED,
+              },
+              signingOrder: {
+                gte: recipient.signingOrder ?? 0,
+              },
+            },
+            documentId: recipient.documentId,
+          },
+          {
+            recipientId: recipient.id,
+          },
+        ],
+      },
+      include: {
+        signature: true,
+      },
+    });
+  }
+
   return await prisma.field.findMany({
     where: {
-      recipient: {
-        token,
-      },
+      recipientId: recipient.id,
     },
     include: {
       signature: true,

packages/lib/server-only/field/remove-signed-field-with-token.ts

@@ -4,7 +4,7 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-log
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 
 export type RemovedSignedFieldWithTokenOptions = {
   token: string;
@@ -17,11 +17,28 @@ export const removeSignedFieldWithToken = async ({
   fieldId,
   requestMetadata,
 }: RemovedSignedFieldWithTokenOptions) => {
+  const recipient = await prisma.recipient.findFirstOrThrow({
+    where: {
+      token,
+    },
+  });
+
   const field = await prisma.field.findFirstOrThrow({
     where: {
       id: fieldId,
       recipient: {
-        token,
+        ...(recipient.role !== RecipientRole.ASSISTANT
+          ? {
+              id: recipient.id,
+            }
+          : {
+              signingOrder: {
+                gte: recipient.signingOrder ?? 0,
+              },
+              signingStatus: {
+                not: SigningStatus.SIGNED,
+              },
+            }),
       },
     },
     include: {
@@ -30,7 +47,7 @@ export const removeSignedFieldWithToken = async ({
     },
   });
 
-  const { document, recipient } = field;
+  const { document } = field;
 
   if (!document) {
     throw new Error(`Document not found for field ${field.id}`);
@@ -40,7 +57,10 @@ export const removeSignedFieldWithToken = async ({
     throw new Error(`Document ${document.id} must be pending`);
   }
 
-  if (recipient?.signingStatus === SigningStatus.SIGNED) {
+  if (
+    recipient?.signingStatus === SigningStatus.SIGNED ||
+    field.recipient.signingStatus === SigningStatus.SIGNED
+  ) {
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }
 
@@ -66,20 +86,22 @@ export const removeSignedFieldWithToken = async ({
       },
     });
 
-    await tx.documentAuditLog.create({
-      data: createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
-        documentId: document.id,
-        user: {
-          name: recipient?.name,
-          email: recipient?.email,
-        },
-        requestMetadata,
-        data: {
-          field: field.type,
-          fieldId: field.secondaryId,
-        },
-      }),
-    });
+    if (recipient.role !== RecipientRole.ASSISTANT) {
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
+          documentId: document.id,
+          user: {
+            name: recipient.name,
+            email: recipient.email,
+          },
+          requestMetadata,
+          data: {
+            field: field.type,
+            fieldId: field.secondaryId,
+          },
+        }),
+      });
+    }
   });
 };

packages/lib/server-only/field/sign-field-with-token.ts

@@ -10,7 +10,7 @@ import { validateRadioField } from '@documenso/lib/advanced-fields-validation/va
 import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
 import { fromCheckboxValue } from '@documenso/lib/universal/field-checkbox';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/client';
+import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../../constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '../../constants/time-zones';
@@ -56,20 +56,41 @@ export const signFieldWithToken = async ({
   authOptions,
   requestMetadata,
 }: SignFieldWithTokenOptions) => {
+  const recipient = await prisma.recipient.findFirstOrThrow({
+    where: {
+      token,
+    },
+  });
+
   const field = await prisma.field.findFirstOrThrow({
     where: {
       id: fieldId,
       recipient: {
-        token,
+        ...(recipient.role !== RecipientRole.ASSISTANT
+          ? {
+              id: recipient.id,
+            }
+          : {
+              signingStatus: {
+                not: SigningStatus.SIGNED,
+              },
+              signingOrder: {
+                gte: recipient.signingOrder ?? 0,
+              },
+            }),
       },
     },
     include: {
-      document: true,
+      document: {
+        include: {
+          recipients: true,
+        },
+      },
       recipient: true,
     },
   });
 
-  const { document, recipient } = field;
+  const { document } = field;
 
   if (!document) {
     throw new Error(`Document not found for field ${field.id}`);
@@ -87,7 +108,10 @@ export const signFieldWithToken = async ({
     throw new Error(`Document ${document.id} must be pending for signing`);
   }
 
-  if (recipient?.signingStatus === SigningStatus.SIGNED) {
+  if (
+    recipient.signingStatus === SigningStatus.SIGNED ||
+    field.recipient.signingStatus === SigningStatus.SIGNED
+  ) {
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }
 
@@ -183,6 +207,8 @@ export const signFieldWithToken = async ({
     throw new Error('Typed signatures are not allowed. Please draw your signature');
   }
 
+  const assistant = recipient.role === RecipientRole.ASSISTANT ? recipient : undefined;
+
   return await prisma.$transaction(async (tx) => {
     const updatedField = await tx.field.update({
       where: {
@@ -219,11 +245,14 @@ export const signFieldWithToken = async ({
 
     await tx.documentAuditLog.create({
       data: createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
+        type:
+          assistant && field.recipientId !== assistant.id
+            ? DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED
+            : DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
         documentId: document.id,
         user: {
-          email: recipient.email,
-          name: recipient.name,
+          email: assistant?.email ?? recipient.email,
+          name: assistant?.name ?? recipient.name,
         },
         requestMetadata,
         data: {

packages/lib/server-only/recipient/get-recipient-by-token.ts

@@ -9,5 +9,8 @@ export const getRecipientByToken = async ({ token }: GetRecipientByTokenOptions)
     where: {
       token,
     },
+    include: {
+      fields: true,
+    },
   });
 };

packages/lib/server-only/recipient/get-recipients-for-assistant.ts

@@ -0,0 +1,57 @@
+import { prisma } from '@documenso/prisma';
+import { FieldType } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+
+export interface GetRecipientsForAssistantOptions {
+  token: string;
+}
+
+export const getRecipientsForAssistant = async ({ token }: GetRecipientsForAssistantOptions) => {
+  const assistant = await prisma.recipient.findFirst({
+    where: {
+      token,
+    },
+  });
+
+  if (!assistant) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Assistant not found',
+    });
+  }
+
+  let recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: assistant.documentId,
+      signingOrder: {
+        gte: assistant.signingOrder ?? 0,
+      },
+    },
+    include: {
+      fields: {
+        where: {
+          OR: [
+            {
+              recipientId: assistant.id,
+            },
+            {
+              type: {
+                not: FieldType.SIGNATURE,
+              },
+              documentId: assistant.documentId,
+            },
+          ],
+        },
+      },
+    },
+  });
+
+  // Omit the token for recipients other than the assistant so
+  // it doesn't get sent to the client.
+  recipients = recipients.map((recipient) => ({
+    ...recipient,
+    token: recipient.id === assistant.id ? token : '',
+  }));
+
+  return recipients;
+};

packages/lib/server-only/template/create-document-from-direct-template.ts

@@ -37,6 +37,7 @@ import {
   mapDocumentToWebhookDocumentPayload,
 } from '../../types/webhook-payload';
 import type { ApiRequestMetadata } from '../../universal/extract-request-metadata';
+import { isRequiredField } from '../../utils/advanced-fields-helpers';
 import type { CreateDocumentAuditLogDataResponse } from '../../utils/document-audit-logs';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import {
@@ -175,20 +176,28 @@ export const createDocumentFromDirectTemplate = async ({
   const metaSigningOrder = template.templateMeta?.signingOrder || DocumentSigningOrder.PARALLEL;
 
   // Associate, validate and map to a query every direct template recipient field with the provided fields.
+  // Only process fields that are either required or have been signed by the user
+  const fieldsToProcess = directTemplateRecipient.fields.filter((templateField) => {
+    const signedFieldValue = signedFieldValues.find((value) => value.fieldId === templateField.id);
+
+    // Include if it's required or has a signed value
+    return isRequiredField(templateField) || signedFieldValue !== undefined;
+  });
+
   const createDirectRecipientFieldArgs = await Promise.all(
-    directTemplateRecipient.fields.map(async (templateField) => {
+    fieldsToProcess.map(async (templateField) => {
       const signedFieldValue = signedFieldValues.find(
         (value) => value.fieldId === templateField.id,
       );
 
-      if (!signedFieldValue) {
+      if (isRequiredField(templateField) && !signedFieldValue) {
         throw new AppError(AppErrorCode.INVALID_BODY, {
           message: 'Invalid, missing or changed fields',
         });
       }
 
       if (templateField.type === FieldType.NAME && directRecipientName === undefined) {
-        directRecipientName === signedFieldValue.value;
+        directRecipientName === signedFieldValue?.value;
       }
 
       const derivedRecipientActionAuth = await validateFieldAuth({
@@ -199,9 +208,18 @@ export const createDocumentFromDirectTemplate = async ({
         },
         field: templateField,
         userId: user?.id,
-        authOptions: signedFieldValue.authOptions,
+        authOptions: signedFieldValue?.authOptions,
       });
 
+      if (!signedFieldValue) {
+        return {
+          templateField,
+          customText: '',
+          derivedRecipientActionAuth,
+          signature: null,
+        };
+      }
+
       const { value, isBase64 } = signedFieldValue;
 
       const isSignatureField =
@@ -379,7 +397,7 @@ export const createDocumentFromDirectTemplate = async ({
               positionY: templateField.positionY,
               width: templateField.width,
               height: templateField.height,
-              customText,
+              customText: customText ?? '',
               inserted: true,
               fieldMeta: templateField.fieldMeta || Prisma.JsonNull,
             })),

packages/lib/server-only/template/create-document-from-template.ts

@@ -1,3 +1,5 @@
+import { match } from 'ts-pattern';
+
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
 import type { DocumentDistributionMethod } from '@documenso/prisma/client';
@@ -17,7 +19,20 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import type { TDocumentEmailSettings } from '../../types/document-email';
-import { ZFieldMetaSchema } from '../../types/field-meta';
+import type {
+  TCheckboxFieldMeta,
+  TDropdownFieldMeta,
+  TFieldMetaPrefillFieldsSchema,
+  TNumberFieldMeta,
+  TRadioFieldMeta,
+  TTextFieldMeta,
+} from '../../types/field-meta';
+import {
+  ZCheckboxFieldMeta,
+  ZDropdownFieldMeta,
+  ZFieldMetaSchema,
+  ZRadioFieldMeta,
+} from '../../types/field-meta';
 import {
   ZWebhookDocumentSchema,
   mapDocumentToWebhookDocumentPayload,
@@ -50,6 +65,7 @@ export type CreateDocumentFromTemplateOptions = {
     email: string;
     signingOrder?: number | null;
   }[];
+  prefillFields?: TFieldMetaPrefillFieldsSchema[];
   customDocumentDataId?: string;
 
   /**
@@ -72,6 +88,165 @@ export type CreateDocumentFromTemplateOptions = {
   requestMetadata: ApiRequestMetadata;
 };
 
+const getUpdatedFieldMeta = (field: Field, prefillField?: TFieldMetaPrefillFieldsSchema) => {
+  if (!prefillField) {
+    return field.fieldMeta;
+  }
+
+  const advancedField = ['NUMBER', 'RADIO', 'CHECKBOX', 'DROPDOWN', 'TEXT'].includes(field.type);
+
+  if (!advancedField) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Field ${field.id} is not an advanced field and cannot have field meta information. Allowed types: NUMBER, RADIO, CHECKBOX, DROPDOWN, TEXT.`,
+    });
+  }
+
+  // We've already validated that the field types match at a higher level
+  // Start with the existing field meta or an empty object
+  const existingMeta = field.fieldMeta || {};
+
+  // Apply type-specific updates based on the prefill field type using ts-pattern
+  return match(prefillField)
+    .with({ type: 'text' }, (field) => {
+      if (typeof field.value !== 'string') {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid value for TEXT field ${field.id}: expected string, got ${typeof field.value}`,
+        });
+      }
+
+      const meta: TTextFieldMeta = {
+        ...existingMeta,
+        type: 'text',
+        label: field.label,
+        text: field.value,
+      };
+
+      return meta;
+    })
+    .with({ type: 'number' }, (field) => {
+      if (typeof field.value !== 'string') {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid value for NUMBER field ${field.id}: expected string, got ${typeof field.value}`,
+        });
+      }
+
+      const meta: TNumberFieldMeta = {
+        ...existingMeta,
+        type: 'number',
+        label: field.label,
+        value: field.value,
+      };
+
+      return meta;
+    })
+    .with({ type: 'radio' }, (field) => {
+      if (typeof field.value !== 'string') {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid value for RADIO field ${field.id}: expected string, got ${typeof field.value}`,
+        });
+      }
+
+      const result = ZRadioFieldMeta.safeParse(existingMeta);
+
+      if (!result.success) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid field meta for RADIO field ${field.id}`,
+        });
+      }
+
+      const radioMeta = result.data;
+
+      // Validate that the value exists in the options
+      const valueExists = radioMeta.values?.some((option) => option.value === field.value);
+
+      if (!valueExists) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Value "${field.value}" not found in options for RADIO field ${field.id}`,
+        });
+      }
+
+      const newValues = radioMeta.values?.map((option) => ({
+        ...option,
+        checked: option.value === field.value,
+      }));
+
+      const meta: TRadioFieldMeta = {
+        ...existingMeta,
+        type: 'radio',
+        label: field.label,
+        values: newValues,
+      };
+
+      return meta;
+    })
+    .with({ type: 'checkbox' }, (field) => {
+      const result = ZCheckboxFieldMeta.safeParse(existingMeta);
+
+      if (!result.success) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid field meta for CHECKBOX field ${field.id}`,
+        });
+      }
+
+      const checkboxMeta = result.data;
+
+      // Validate that all values exist in the options
+      for (const value of field.value) {
+        const valueExists = checkboxMeta.values?.some((option) => option.value === value);
+
+        if (!valueExists) {
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Value "${value}" not found in options for CHECKBOX field ${field.id}`,
+          });
+        }
+      }
+
+      const newValues = checkboxMeta.values?.map((option) => ({
+        ...option,
+        checked: field.value.includes(option.value),
+      }));
+
+      const meta: TCheckboxFieldMeta = {
+        ...existingMeta,
+        type: 'checkbox',
+        label: field.label,
+        values: newValues,
+      };
+
+      return meta;
+    })
+    .with({ type: 'dropdown' }, (field) => {
+      const result = ZDropdownFieldMeta.safeParse(existingMeta);
+
+      if (!result.success) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Invalid field meta for DROPDOWN field ${field.id}`,
+        });
+      }
+
+      const dropdownMeta = result.data;
+
+      // Validate that the value exists in the options if values are defined
+      const valueExists = dropdownMeta.values?.some((option) => option.value === field.value);
+
+      if (!valueExists) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `Value "${field.value}" not found in options for DROPDOWN field ${field.id}`,
+        });
+      }
+
+      const meta: TDropdownFieldMeta = {
+        ...existingMeta,
+        type: 'dropdown',
+        label: field.label,
+        defaultValue: field.value,
+      };
+
+      return meta;
+    })
+    .otherwise(() => field.fieldMeta);
+};
+
 export const createDocumentFromTemplate = async ({
   templateId,
   externalId,
@@ -81,6 +256,7 @@ export const createDocumentFromTemplate = async ({
   customDocumentDataId,
   override,
   requestMetadata,
+  prefillFields,
 }: CreateDocumentFromTemplateOptions) => {
   const template = await prisma.template.findUnique({
     where: {
@@ -258,6 +434,47 @@ export const createDocumentFromTemplate = async ({
 
     let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
 
+    // Get all template field IDs first so we can validate later
+    const allTemplateFieldIds = finalRecipients.flatMap((recipient) =>
+      recipient.fields.map((field) => field.id),
+    );
+
+    if (prefillFields?.length) {
+      // Validate that all prefill field IDs exist in the template
+      const invalidFieldIds = prefillFields
+        .map((prefillField) => prefillField.id)
+        .filter((id) => !allTemplateFieldIds.includes(id));
+
+      if (invalidFieldIds.length > 0) {
+        throw new AppError(AppErrorCode.INVALID_BODY, {
+          message: `The following field IDs do not exist in the template: ${invalidFieldIds.join(', ')}`,
+        });
+      }
+
+      // Validate that all prefill fields have the correct type
+      for (const prefillField of prefillFields) {
+        const templateField = finalRecipients
+          .flatMap((recipient) => recipient.fields)
+          .find((field) => field.id === prefillField.id);
+
+        if (!templateField) {
+          // This should never happen due to the previous validation, but just in case
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Field with ID ${prefillField.id} not found in the template`,
+          });
+        }
+
+        const expectedType = templateField.type.toLowerCase();
+        const actualType = prefillField.type;
+
+        if (expectedType !== actualType) {
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Field type mismatch for field ${prefillField.id}: expected ${expectedType}, got ${actualType}`,
+          });
+        }
+      }
+    }
+
     Object.values(finalRecipients).forEach(({ email, fields }) => {
       const recipient = document.recipients.find((recipient) => recipient.email === email);
 
@@ -266,19 +483,25 @@ export const createDocumentFromTemplate = async ({
       }
 
       fieldsToCreate = fieldsToCreate.concat(
-        fields.map((field) => ({
-          documentId: document.id,
-          recipientId: recipient.id,
-          type: field.type,
-          page: field.page,
-          positionX: field.positionX,
-          positionY: field.positionY,
-          width: field.width,
-          height: field.height,
-          customText: '',
-          inserted: false,
-          fieldMeta: field.fieldMeta,
-        })),
+        fields.map((field) => {
+          const prefillField = prefillFields?.find((value) => value.id === field.id);
+          // Use type assertion to help TypeScript understand the structure
+          const updatedFieldMeta = getUpdatedFieldMeta(field, prefillField);
+
+          return {
+            documentId: document.id,
+            recipientId: recipient.id,
+            type: field.type,
+            page: field.page,
+            positionX: field.positionX,
+            positionY: field.positionY,
+            width: field.width,
+            height: field.height,
+            customText: '',
+            inserted: false,
+            fieldMeta: updatedFieldMeta,
+          };
+        }),
       );
     });
 

packages/lib/translations/de/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: de\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-01-19 12:04\n"
+"PO-Revision-Date: 2025-01-30 06:04\n"
 "Last-Translator: \n"
 "Language-Team: German\n"
 "Plural-Forms: nplurals=2; plural=(n != 1);\n"
@@ -163,7 +163,7 @@ msgstr "{inviterName} hat dich aus dem Dokument<0/>\"{documentName}\" entfernt"
 
 #: packages/email/template-components/template-document-invite.tsx:61
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{inviterName} im Namen von \"{teamName}\" hat dich eingeladen, {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:45
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {action} {documentName}"
@@ -308,7 +308,7 @@ msgstr "{signerName} hat das Dokument \"{documentName}\" abgelehnt."
 
 #: packages/email/template-components/template-document-invite.tsx:68
 msgid "{teamName} has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{teamName} hat dich eingeladen, {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:46
 msgid "{teamName} has invited you to {action} {documentName}"
@@ -1232,20 +1232,20 @@ msgstr "Bulk-Import"
 
 #: packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts:203
 msgid "Bulk Send Complete: {0}"
-msgstr ""
+msgstr "Massenversand abgeschlossen: {0}"
 
 #: packages/email/templates/bulk-send-complete.tsx:30
 msgid "Bulk send operation complete for template \"{templateName}\""
-msgstr ""
+msgstr "Massenversand abgeschlossen für Vorlage \"{templateName}\""
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:128
 msgid "Bulk Send Template via CSV"
-msgstr ""
+msgstr "Bulk-Vorlage senden über CSV"
 
 #: apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx:97
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:120
 msgid "Bulk Send via CSV"
-msgstr ""
+msgstr "Massenversand per CSV"
 
 #: packages/email/templates/team-invite.tsx:84
 msgid "by <0>{senderName}</0>"
@@ -1788,7 +1788,7 @@ msgstr "Erstellt am {0}"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:143
 msgid "CSV Structure"
-msgstr ""
+msgstr "CSV-Struktur"
 
 #: apps/web/src/components/forms/password.tsx:112
 msgid "Current Password"
@@ -1800,7 +1800,7 @@ msgstr "Aktuelles Passwort ist falsch."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:154
 msgid "Current recipients:"
-msgstr ""
+msgstr "Aktuelle Empfänger:"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx:28
 msgid "Daily"
@@ -2328,7 +2328,7 @@ msgstr "Zertifikat herunterladen"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:168
 msgid "Download Template CSV"
-msgstr ""
+msgstr "Vorlage CSV herunterladen"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view-documents-table.tsx:208
 #: apps/web/src/components/formatter/document-status.tsx:34
@@ -2659,7 +2659,7 @@ msgstr "Webhook konnte nicht aktualisiert werden"
 
 #: packages/email/templates/bulk-send-complete.tsx:55
 msgid "Failed: {failedCount}"
-msgstr ""
+msgstr "Fehlgeschlagen: {failedCount}"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:100
 msgid "Field character limit"
@@ -2721,7 +2721,7 @@ msgstr "Für Fragen zu dieser Offenlegung, elektronischen Unterschriften oder ei
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:147
 msgid "For each recipient, provide their email (required) and name (optional) in separate columns. Download the template CSV below for the correct format."
-msgstr ""
+msgstr "Für jeden Empfänger geben Sie dessen E-Mail (erforderlich) und Namen (optional) in separaten Spalten an. Laden Sie unten die CSV-Vorlage für das korrekte Format herunter."
 
 #: packages/lib/server-only/auth/send-forgot-password.ts:61
 msgid "Forgot Password?"
@@ -2834,7 +2834,7 @@ msgstr "Hey, ich bin Timur"
 
 #: packages/email/templates/bulk-send-complete.tsx:36
 msgid "Hi {userName},"
-msgstr ""
+msgstr "Hallo, {userName},"
 
 #: packages/email/templates/reset-password.tsx:56
 msgid "Hi, {userName} <0>({userEmail})</0>"
@@ -3238,7 +3238,7 @@ msgstr "Max"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:227
 msgid "Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use template defaults."
-msgstr ""
+msgstr "Maximale Dateigröße: 4MB. Maximal 100 Zeilen pro Upload. Leere Werte verwenden die Vorlagenstandards."
 
 #: packages/lib/constants/teams.ts:12
 msgid "Member"
@@ -3868,7 +3868,7 @@ msgstr "Bitte geben Sie <0>{0}</0> ein, um zu bestätigen."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:172
 msgid "Pre-formatted CSV template with example data."
-msgstr ""
+msgstr "Vorformatiertes CSV-Template mit Beispieldaten."
 
 #: apps/web/src/components/(dashboard)/common/command-menu.tsx:214
 #: apps/web/src/components/(teams)/settings/layout/desktop-nav.tsx:58
@@ -4392,7 +4392,7 @@ msgstr "Dokumente im Namen des Teams über die E-Mail-Adresse senden"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:253
 msgid "Send documents to recipients immediately"
-msgstr ""
+msgstr "Dokumente sofort an Empfänger senden"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:200
 msgid "Send on Behalf of Team"
@@ -4864,11 +4864,11 @@ msgstr "Passkey erfolgreich erstellt"
 
 #: packages/email/templates/bulk-send-complete.tsx:52
 msgid "Successfully created: {successCount}"
-msgstr ""
+msgstr "Erfolgreich erstellt: {successCount}"
 
 #: packages/email/templates/bulk-send-complete.tsx:44
 msgid "Summary:"
-msgstr ""
+msgstr "Zusammenfassung:"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:57
 msgid "System Requirements"
@@ -5089,7 +5089,7 @@ msgstr "Text"
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:140
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:124
 msgid "Text Align"
-msgstr ""
+msgstr "Textausrichtung"
 
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:157
 msgid "Text Color"
@@ -5177,7 +5177,7 @@ msgstr "Die Ereignisse, die einen Webhook auslösen, der an Ihre URL gesendet wi
 
 #: packages/email/templates/bulk-send-complete.tsx:62
 msgid "The following errors occurred:"
-msgstr ""
+msgstr "Die folgenden Fehler sind aufgetreten:"
 
 #: packages/email/templates/team-delete.tsx:37
 msgid "The following team has been deleted by its owner. You will no longer be able to access this team and its documents"
@@ -5637,7 +5637,7 @@ msgstr "Gesamtempfänger"
 
 #: packages/email/templates/bulk-send-complete.tsx:49
 msgid "Total rows processed: {totalProcessed}"
-msgstr ""
+msgstr "Insgesamt verarbeitete Zeilen: {totalProcessed}"
 
 #: apps/web/src/app/(dashboard)/admin/stats/page.tsx:150
 msgid "Total Signers that Signed Up"
@@ -5899,7 +5899,7 @@ msgstr "Upgrade"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:132
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
-msgstr ""
+msgstr "Laden Sie eine CSV-Datei hoch, um mehrere Dokumente aus dieser Vorlage zu erstellen. Jede Zeile repräsentiert ein Dokument mit den Empfängerdaten."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:426
 msgid "Upload a custom document to use instead of the template's default document"
@@ -5907,7 +5907,7 @@ msgstr "Laden Sie ein benutzerdefiniertes Dokument hoch, um es anstelle des Stan
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:267
 msgid "Upload and Process"
-msgstr ""
+msgstr "Hochladen und verarbeiten"
 
 #: apps/web/src/components/forms/avatar-image.tsx:179
 msgid "Upload Avatar"
@@ -5915,7 +5915,7 @@ msgstr "Avatar hochladen"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:198
 msgid "Upload CSV"
-msgstr ""
+msgstr "CSV hochladen"
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:419
 msgid "Upload custom document"
@@ -6594,7 +6594,7 @@ msgstr "Sie können Dokumente ansehen, die mit dieser E-Mail verknüpft sind, un
 
 #: packages/email/templates/bulk-send-complete.tsx:76
 msgid "You can view the created documents in your dashboard under the \"Documents created from template\" section."
-msgstr ""
+msgstr "Sie können die erstellten Dokumente in Ihrem Dashboard unter der Rubrik \"Dokumente, die aus Vorlage erstellt wurden\" einsehen."
 
 #: packages/email/template-components/template-document-rejected.tsx:37
 msgid "You can view the document and its status by clicking the button below."
@@ -6807,11 +6807,11 @@ msgstr "Ihre Markenpräferenzen wurden aktualisiert"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:97
 msgid "Your bulk send has been initiated. You will receive an email notification upon completion."
-msgstr ""
+msgstr "Ihr Massenversand wurde gestartet. Sie erhalten eine E-Mail-Benachrichtigung nach Abschluss."
 
 #: packages/email/templates/bulk-send-complete.tsx:40
 msgid "Your bulk send operation for template \"{templateName}\" has completed."
-msgstr ""
+msgstr "Ihre Massenversandoperation für Vorlage \"{templateName}\" ist abgeschlossen."
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
 msgid "Your current plan is past due. Please update your payment information."
@@ -6962,3 +6962,4 @@ msgstr "Ihr Token wurde erfolgreich erstellt! Stellen Sie sicher, dass Sie es ko
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx:86
 msgid "Your tokens will be shown here once you create them."
 msgstr "Ihre Tokens werden hier angezeigt, sobald Sie sie erstellt haben."
+

packages/lib/translations/es/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: es\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-01-30 03:57\n"
+"PO-Revision-Date: 2025-01-30 06:04\n"
 "Last-Translator: \n"
 "Language-Team: Spanish\n"
 "Plural-Forms: nplurals=2; plural=(n != 1);\n"
@@ -163,7 +163,7 @@ msgstr "{inviterName} te ha eliminado del documento<0/>\"{documentName}\""
 
 #: packages/email/template-components/template-document-invite.tsx:61
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{inviterName} en nombre de \"{teamName}\" te ha invitado a {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:45
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {action} {documentName}"
@@ -308,7 +308,7 @@ msgstr "{signerName} ha rechazado el documento \"{documentName}\"."
 
 #: packages/email/template-components/template-document-invite.tsx:68
 msgid "{teamName} has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{teamName} te ha invitado a {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:46
 msgid "{teamName} has invited you to {action} {documentName}"
@@ -1232,20 +1232,20 @@ msgstr "Importación masiva"
 
 #: packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts:203
 msgid "Bulk Send Complete: {0}"
-msgstr ""
+msgstr "Envío Masivo Completo: {0}"
 
 #: packages/email/templates/bulk-send-complete.tsx:30
 msgid "Bulk send operation complete for template \"{templateName}\""
-msgstr ""
+msgstr "Operación de envío masivo completa para la plantilla \"{templateName}\""
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:128
 msgid "Bulk Send Template via CSV"
-msgstr ""
+msgstr "Enviar plantilla masiva a través de CSV"
 
 #: apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx:97
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:120
 msgid "Bulk Send via CSV"
-msgstr ""
+msgstr "Envío Masivo vía CSV"
 
 #: packages/email/templates/team-invite.tsx:84
 msgid "by <0>{senderName}</0>"
@@ -1338,12 +1338,12 @@ msgstr "No se puede eliminar el firmante"
 
 #: packages/lib/constants/recipient-roles.ts:18
 msgid "Cc"
-msgstr "Cc"
+msgstr "Copia visible"
 
 #: packages/lib/constants/recipient-roles.ts:15
 #: packages/lib/constants/recipient-roles.ts:17
 msgid "CC"
-msgstr "CC"
+msgstr "COPIA VISIBLE"
 
 #: packages/lib/constants/recipient-roles.ts:16
 msgid "CC'd"
@@ -1788,7 +1788,7 @@ msgstr "Creado el {0}"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:143
 msgid "CSV Structure"
-msgstr ""
+msgstr "Estructura CSV"
 
 #: apps/web/src/components/forms/password.tsx:112
 msgid "Current Password"
@@ -1800,7 +1800,7 @@ msgstr "La contraseña actual es incorrecta."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:154
 msgid "Current recipients:"
-msgstr ""
+msgstr "Destinatarios actuales:"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx:28
 msgid "Daily"
@@ -2328,7 +2328,7 @@ msgstr "Descargar certificado"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:168
 msgid "Download Template CSV"
-msgstr ""
+msgstr "Descargar Plantilla CSV"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view-documents-table.tsx:208
 #: apps/web/src/components/formatter/document-status.tsx:34
@@ -2659,7 +2659,7 @@ msgstr "Falló al actualizar el webhook"
 
 #: packages/email/templates/bulk-send-complete.tsx:55
 msgid "Failed: {failedCount}"
-msgstr ""
+msgstr "Fallidos: {failedCount}"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:100
 msgid "Field character limit"
@@ -2721,7 +2721,7 @@ msgstr "Si tiene alguna pregunta sobre esta divulgación, firmas electrónicas o
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:147
 msgid "For each recipient, provide their email (required) and name (optional) in separate columns. Download the template CSV below for the correct format."
-msgstr ""
+msgstr "Para cada destinatario, proporciona su correo electrónico (obligatorio) y nombre (opcional) en columnas separadas. Descarga el modelo CSV a continuación para el formato correcto."
 
 #: packages/lib/server-only/auth/send-forgot-password.ts:61
 msgid "Forgot Password?"
@@ -2834,7 +2834,7 @@ msgstr "Hola, soy Timur"
 
 #: packages/email/templates/bulk-send-complete.tsx:36
 msgid "Hi {userName},"
-msgstr ""
+msgstr "Hola, {userName},"
 
 #: packages/email/templates/reset-password.tsx:56
 msgid "Hi, {userName} <0>({userEmail})</0>"
@@ -3238,7 +3238,7 @@ msgstr "Máx"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:227
 msgid "Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use template defaults."
-msgstr ""
+msgstr "Tamaño máximo de archivo: 4MB. Máximo 100 filas por carga. Los valores en blanco usarán los valores predeterminados de la plantilla."
 
 #: packages/lib/constants/teams.ts:12
 msgid "Member"
@@ -3868,7 +3868,7 @@ msgstr "Por favor, escribe <0>{0}</0> para confirmar."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:172
 msgid "Pre-formatted CSV template with example data."
-msgstr ""
+msgstr "Plantilla CSV preformateada con datos de ejemplo."
 
 #: apps/web/src/components/(dashboard)/common/command-menu.tsx:214
 #: apps/web/src/components/(teams)/settings/layout/desktop-nav.tsx:58
@@ -4392,7 +4392,7 @@ msgstr "Enviar documentos en nombre del equipo usando la dirección de correo el
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:253
 msgid "Send documents to recipients immediately"
-msgstr ""
+msgstr "Enviar documentos a los destinatarios inmediatamente"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:200
 msgid "Send on Behalf of Team"
@@ -4864,11 +4864,11 @@ msgstr "Clave de acceso creada con éxito"
 
 #: packages/email/templates/bulk-send-complete.tsx:52
 msgid "Successfully created: {successCount}"
-msgstr ""
+msgstr "Creado con éxito: {successCount}"
 
 #: packages/email/templates/bulk-send-complete.tsx:44
 msgid "Summary:"
-msgstr ""
+msgstr "Resumen:"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:57
 msgid "System Requirements"
@@ -5089,7 +5089,7 @@ msgstr "Texto"
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:140
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:124
 msgid "Text Align"
-msgstr ""
+msgstr "Alineación de texto"
 
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:157
 msgid "Text Color"
@@ -5177,7 +5177,7 @@ msgstr "Los eventos que activarán un webhook para ser enviado a tu URL."
 
 #: packages/email/templates/bulk-send-complete.tsx:62
 msgid "The following errors occurred:"
-msgstr ""
+msgstr "Se produjeron los siguientes errores:"
 
 #: packages/email/templates/team-delete.tsx:37
 msgid "The following team has been deleted by its owner. You will no longer be able to access this team and its documents"
@@ -5637,7 +5637,7 @@ msgstr "Total de destinatarios"
 
 #: packages/email/templates/bulk-send-complete.tsx:49
 msgid "Total rows processed: {totalProcessed}"
-msgstr ""
+msgstr "Filas totales procesadas: {totalProcessed}"
 
 #: apps/web/src/app/(dashboard)/admin/stats/page.tsx:150
 msgid "Total Signers that Signed Up"
@@ -5899,7 +5899,7 @@ msgstr "Actualizar"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:132
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
-msgstr ""
+msgstr "Sube un archivo CSV para crear múltiples documentos a partir de esta plantilla. Cada fila representa un documento con los detalles del destinatario."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:426
 msgid "Upload a custom document to use instead of the template's default document"
@@ -5907,7 +5907,7 @@ msgstr "Sube un documento personalizado para usar en lugar del documento predete
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:267
 msgid "Upload and Process"
-msgstr ""
+msgstr "Subir y procesar"
 
 #: apps/web/src/components/forms/avatar-image.tsx:179
 msgid "Upload Avatar"
@@ -5915,7 +5915,7 @@ msgstr "Subir avatar"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:198
 msgid "Upload CSV"
-msgstr ""
+msgstr "Subir CSV"
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:419
 msgid "Upload custom document"
@@ -6594,7 +6594,7 @@ msgstr "Puedes ver documentos asociados a este correo electrónico y usar esta i
 
 #: packages/email/templates/bulk-send-complete.tsx:76
 msgid "You can view the created documents in your dashboard under the \"Documents created from template\" section."
-msgstr ""
+msgstr "Puedes ver los documentos creados en tu panel de control bajo la sección \"Documentos creados a partir de la plantilla\"."
 
 #: packages/email/template-components/template-document-rejected.tsx:37
 msgid "You can view the document and its status by clicking the button below."
@@ -6807,11 +6807,11 @@ msgstr "Tus preferencias de marca han sido actualizadas"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:97
 msgid "Your bulk send has been initiated. You will receive an email notification upon completion."
-msgstr ""
+msgstr "Tu envío masivo ha sido iniciado. Recibirás una notificación por correo electrónico al completarse."
 
 #: packages/email/templates/bulk-send-complete.tsx:40
 msgid "Your bulk send operation for template \"{templateName}\" has completed."
-msgstr ""
+msgstr "Tu operación de envío masivo para la plantilla \"{templateName}\" ha sido completada."
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
 msgid "Your current plan is past due. Please update your payment information."
@@ -6962,3 +6962,4 @@ msgstr "¡Tu token se creó con éxito! ¡Asegúrate de copiarlo porque no podr
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx:86
 msgid "Your tokens will be shown here once you create them."
 msgstr "Tus tokens se mostrarán aquí una vez que los crees."
+

packages/lib/translations/fr/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: fr\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-01-30 03:57\n"
+"PO-Revision-Date: 2025-01-30 06:04\n"
 "Last-Translator: \n"
 "Language-Team: French\n"
 "Plural-Forms: nplurals=2; plural=(n > 1);\n"
@@ -163,7 +163,7 @@ msgstr "{inviterName} vous a retiré du document<0/>\"{documentName}\""
 
 #: packages/email/template-components/template-document-invite.tsx:61
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{inviterName} représentant \"{teamName}\" vous a invité à {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:45
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {action} {documentName}"
@@ -308,7 +308,7 @@ msgstr "{signerName} a rejeté le document \"{documentName}\"."
 
 #: packages/email/template-components/template-document-invite.tsx:68
 msgid "{teamName} has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{teamName} vous a invité à {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:46
 msgid "{teamName} has invited you to {action} {documentName}"
@@ -360,7 +360,7 @@ msgstr "<0>{teamName}</0> a demandé à utiliser votre adresse e-mail pour leur
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:463
 msgid "<0>Click to upload</0> or drag and drop"
-msgstr "<0>Cliquez pour télécharger</0> ou faites glisser et déposez"
+msgstr "<0>Cliquez pour importer</0> ou faites glisser et déposez"
 
 #: packages/ui/primitives/template-flow/add-template-settings.tsx:287
 msgid "<0>Email</0> - The recipient will be emailed the document to sign, approve, etc."
@@ -1009,7 +1009,7 @@ msgstr "Une erreur est survenue lors de la mise à jour de votre profil."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:108
 msgid "An error occurred while uploading your document."
-msgstr "Une erreur est survenue lors du téléchargement de votre document."
+msgstr "Une erreur est survenue lors de l'importation de votre document."
 
 #: apps/web/src/app/(dashboard)/admin/documents/[id]/super-delete-document-dialog.tsx:58
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:81
@@ -1232,20 +1232,20 @@ msgstr "Importation en masse"
 
 #: packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts:203
 msgid "Bulk Send Complete: {0}"
-msgstr ""
+msgstr "Envoi en masse terminé : {0}"
 
 #: packages/email/templates/bulk-send-complete.tsx:30
 msgid "Bulk send operation complete for template \"{templateName}\""
-msgstr ""
+msgstr "Envoi groupé terminé pour le modèle \"{templateName}\""
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:128
 msgid "Bulk Send Template via CSV"
-msgstr ""
+msgstr "Envoi de modèle groupé via CSV"
 
 #: apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx:97
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:120
 msgid "Bulk Send via CSV"
-msgstr ""
+msgstr "Envoi en masse via CSV"
 
 #: packages/email/templates/team-invite.tsx:84
 msgid "by <0>{senderName}</0>"
@@ -1430,7 +1430,7 @@ msgstr "Cliquez ici pour réessayer"
 
 #: apps/web/src/components/(teams)/dialogs/invite-team-member-dialog.tsx:392
 msgid "Click here to upload"
-msgstr "Cliquez ici pour télécharger"
+msgstr "Cliquez ici pour importer"
 
 #: apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx:52
 #: apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx:65
@@ -1597,11 +1597,11 @@ msgstr "Continuer vers la connexion"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:185
 msgid "Controls the default language of an uploaded document. This will be used as the language in email communications with the recipients."
-msgstr "Contrôle la langue par défaut d'un document téléchargé. Cela sera utilisé comme langue dans les communications par e-mail avec les destinataires."
+msgstr "Contrôle la langue par défaut d'un document importé. Cela sera utilisé comme langue dans les communications par e-mail avec les destinataires."
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:153
 msgid "Controls the default visibility of an uploaded document."
-msgstr "Contrôle la visibilité par défaut d'un document téléchargé."
+msgstr "Contrôle la visibilité par défaut d'un document importé."
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:232
 msgid "Controls the formatting of the message that will be sent when inviting a recipient to sign a document. If a custom message has been provided while configuring the document, it will be used instead."
@@ -1788,7 +1788,7 @@ msgstr "Créé le {0}"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:143
 msgid "CSV Structure"
-msgstr ""
+msgstr "Structure CSV"
 
 #: apps/web/src/components/forms/password.tsx:112
 msgid "Current Password"
@@ -1800,7 +1800,7 @@ msgstr "Le mot de passe actuel est incorrect."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:154
 msgid "Current recipients:"
-msgstr ""
+msgstr "Destinataires actuels :"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx:28
 msgid "Daily"
@@ -2255,11 +2255,11 @@ msgstr "Document mis à jour"
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:55
 msgid "Document upload disabled due to unpaid invoices"
-msgstr "Téléchargement du document désactivé en raison de factures impayées"
+msgstr "Importation de documents désactivé en raison de factures impayées"
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:85
 msgid "Document uploaded"
-msgstr "Document téléchargé"
+msgstr "Document importé"
 
 #: apps/web/src/app/(signing)/sign/[token]/complete/page.tsx:131
 msgid "Document Viewed"
@@ -2328,7 +2328,7 @@ msgstr "Télécharger le certificat"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:168
 msgid "Download Template CSV"
-msgstr ""
+msgstr "Télécharger le modèle CSV"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view-documents-table.tsx:208
 #: apps/web/src/components/formatter/document-status.tsx:34
@@ -2659,7 +2659,7 @@ msgstr "Échec de la mise à jour du webhook"
 
 #: packages/email/templates/bulk-send-complete.tsx:55
 msgid "Failed: {failedCount}"
-msgstr ""
+msgstr "Échoués : {failedCount}"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:100
 msgid "Field character limit"
@@ -2721,7 +2721,7 @@ msgstr "Pour toute question concernant cette divulgation, les signatures électr
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:147
 msgid "For each recipient, provide their email (required) and name (optional) in separate columns. Download the template CSV below for the correct format."
-msgstr ""
+msgstr "Pour chaque destinataire, fournissez son e-mail (obligatoire) et son nom (facultatif) dans des colonnes séparées. Téléchargez le modèle CSV ci-dessous pour obtenir le format requis."
 
 #: packages/lib/server-only/auth/send-forgot-password.ts:61
 msgid "Forgot Password?"
@@ -2770,7 +2770,7 @@ msgstr "Authentification d'action de destinataire globale"
 #: apps/web/src/components/partials/not-found.tsx:67
 #: packages/ui/primitives/document-flow/document-flow-root.tsx:142
 msgid "Go Back"
-msgstr "Retourner"
+msgstr "Retour"
 
 #: apps/web/src/app/(unauthenticated)/verify-email/[token]/client.tsx:48
 #: apps/web/src/app/(unauthenticated)/verify-email/[token]/page.tsx:73
@@ -2834,7 +2834,7 @@ msgstr "Salut, je suis Timur"
 
 #: packages/email/templates/bulk-send-complete.tsx:36
 msgid "Hi {userName},"
-msgstr ""
+msgstr "Bonjour {userName},"
 
 #: packages/email/templates/reset-password.tsx:56
 msgid "Hi, {userName} <0>({userEmail})</0>"
@@ -2856,7 +2856,7 @@ msgstr "Je suis un signataire de ce document"
 
 #: packages/lib/constants/recipient-roles.ts:47
 msgid "I am a viewer of this document"
-msgstr "Je suis un visualiseur de ce document"
+msgstr "Je suis un lecteur de ce document"
 
 #: packages/lib/constants/recipient-roles.ts:45
 msgid "I am an approver of this document"
@@ -3234,11 +3234,11 @@ msgstr "MAU (document terminé)"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:209
 msgid "Max"
-msgstr ""
+msgstr "Maximum"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:227
 msgid "Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use template defaults."
-msgstr ""
+msgstr "Taille maximale du fichier : 4 Mo. Maximum de 100 lignes par importation. Les valeurs vides utiliseront les valeurs par défaut du modèle."
 
 #: packages/lib/constants/teams.ts:12
 msgid "Member"
@@ -3868,7 +3868,7 @@ msgstr "Veuillez taper <0>{0}</0> pour confirmer."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:172
 msgid "Pre-formatted CSV template with example data."
-msgstr ""
+msgstr "Modèle CSV pré-formaté avec des données d'exemple."
 
 #: apps/web/src/components/(dashboard)/common/command-menu.tsx:214
 #: apps/web/src/components/(teams)/settings/layout/desktop-nav.tsx:58
@@ -4392,7 +4392,7 @@ msgstr "Envoyer des documents au nom de l'équipe en utilisant l'adresse e-mail"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:253
 msgid "Send documents to recipients immediately"
-msgstr ""
+msgstr "Envoyer les documents aux destinataires immédiatement"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:200
 msgid "Send on Behalf of Team"
@@ -4864,11 +4864,11 @@ msgstr "Clé d'authentification créée avec succès"
 
 #: packages/email/templates/bulk-send-complete.tsx:52
 msgid "Successfully created: {successCount}"
-msgstr ""
+msgstr "Créés avec succès : {successCount}"
 
 #: packages/email/templates/bulk-send-complete.tsx:44
 msgid "Summary:"
-msgstr ""
+msgstr "Résumé :"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:57
 msgid "System Requirements"
@@ -5032,7 +5032,7 @@ msgstr "Modèle supprimé"
 
 #: apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx:66
 msgid "Template document uploaded"
-msgstr "Document modèle téléchargé"
+msgstr "Document modèle importé"
 
 #: apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx:41
 msgid "Template duplicated"
@@ -5089,7 +5089,7 @@ msgstr "Texte"
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:140
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:124
 msgid "Text Align"
-msgstr ""
+msgstr "Alignement du texte"
 
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:157
 msgid "Text Color"
@@ -5097,11 +5097,11 @@ msgstr "Couleur du texte"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:24
 msgid "Thank you for using Documenso to perform your electronic document signing. The purpose of this disclosure is to inform you about the process, legality, and your rights regarding the use of electronic signatures on our platform. By opting to use an electronic signature, you are agreeing to the terms and conditions outlined below."
-msgstr "Merci d'utiliser Documenso pour signer vos documents électroniquement. L'objectif de cette divulgation est de vous informer sur le processus, la légalité et vos droits concernant l'utilisation des signatures électroniques sur notre plateforme. En choisissant d'utiliser une signature électronique, vous acceptez les termes et conditions énoncés ci-dessous."
+msgstr "Merci d'utiliser Documenso pour signer vos documents électroniquement. L'objectif de cette clause est de vous informer sur le processus, la légalité et vos droits concernant l'utilisation de la signature électronique sur notre plateforme. En choisissant d'utiliser un sytème de signature électronique, vous acceptez les termes et conditions exposés ci-dessous."
 
 #: packages/email/template-components/template-forgot-password.tsx:25
 msgid "That's okay, it happens! Click the button below to reset your password."
-msgstr "C'est d'accord, cela arrive ! Cliquez sur le bouton ci-dessous pour réinitialiser votre mot de passe."
+msgstr "Ce n'est pas grave, cela arrive ! Cliquez sur le bouton ci-dessous pour réinitialiser votre mot de passe."
 
 #: apps/web/src/app/(dashboard)/admin/users/[id]/delete-user-dialog.tsx:52
 msgid "The account has been deleted successfully."
@@ -5177,7 +5177,7 @@ msgstr "Les événements qui déclencheront un webhook à envoyer à votre URL."
 
 #: packages/email/templates/bulk-send-complete.tsx:62
 msgid "The following errors occurred:"
-msgstr ""
+msgstr "Les erreurs suivantes se sont produites :"
 
 #: packages/email/templates/team-delete.tsx:37
 msgid "The following team has been deleted by its owner. You will no longer be able to access this team and its documents"
@@ -5331,7 +5331,7 @@ msgstr "Le webhook a été créé avec succès."
 
 #: apps/web/src/app/(dashboard)/documents/empty-state.tsx:25
 msgid "There are no active drafts at the current moment. You can upload a document to start drafting."
-msgstr "Il n'y a pas de brouillons actifs pour le moment. Vous pouvez télécharger un document pour commencer à rédiger."
+msgstr "Il n'y a pas de brouillons actifs pour le moment. Vous pouvez importer un document pour commencer un brouillon."
 
 #: apps/web/src/app/(dashboard)/documents/empty-state.tsx:20
 msgid "There are no completed documents yet. Documents that you have created or received will appear here once completed."
@@ -5637,7 +5637,7 @@ msgstr "Total des destinataires"
 
 #: packages/email/templates/bulk-send-complete.tsx:49
 msgid "Total rows processed: {totalProcessed}"
-msgstr ""
+msgstr "Lignes totales traitées : {totalProcessed}"
 
 #: apps/web/src/app/(dashboard)/admin/stats/page.tsx:150
 msgid "Total Signers that Signed Up"
@@ -5899,27 +5899,27 @@ msgstr "Améliorer"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:132
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
-msgstr ""
+msgstr "Importer un fichier CSV pour créer plusieurs documents à partir de ce modèle. Chaque ligne représente un document avec les coordonnées de son destinataire."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:426
 msgid "Upload a custom document to use instead of the template's default document"
-msgstr "Téléchargez un document personnalisé à utiliser à la place du document par défaut du modèle"
+msgstr "Importer un document personnalisé à utiliser à la place du modèle par défaut"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:267
 msgid "Upload and Process"
-msgstr ""
+msgstr "Importer et traiter"
 
 #: apps/web/src/components/forms/avatar-image.tsx:179
 msgid "Upload Avatar"
-msgstr "Télécharger un avatar"
+msgstr "Importer un avatar"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:198
 msgid "Upload CSV"
-msgstr ""
+msgstr "Importer le CSV"
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:419
 msgid "Upload custom document"
-msgstr "Télécharger un document personnalisé"
+msgstr "Importer un document personnalisé"
 
 #: packages/ui/primitives/signature-pad/signature-pad.tsx:529
 msgid "Upload Signature"
@@ -5927,7 +5927,7 @@ msgstr "Importer une signature"
 
 #: packages/ui/primitives/document-dropzone.tsx:70
 msgid "Upload Template Document"
-msgstr "Télécharger le document modèle"
+msgstr "Importer le document modèle"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/branding-preferences.tsx:256
 msgid "Upload your brand logo (max 5MB, JPG, PNG, or WebP)"
@@ -5940,15 +5940,15 @@ msgstr "Téléversé par"
 
 #: apps/web/src/components/forms/avatar-image.tsx:91
 msgid "Uploaded file is too large"
-msgstr "Le fichier téléchargé est trop volumineux"
+msgstr "Le fichier importé est trop volumineux"
 
 #: apps/web/src/components/forms/avatar-image.tsx:92
 msgid "Uploaded file is too small"
-msgstr "Le fichier téléchargé est trop petit"
+msgstr "Le fichier importé est trop petit"
 
 #: apps/web/src/components/forms/avatar-image.tsx:93
 msgid "Uploaded file not an allowed file type"
-msgstr "Le fichier téléchargé n'est pas un type de fichier autorisé"
+msgstr "Le fichier importé n'est pas un type de fichier autorisé"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx:175
 msgid "Use"
@@ -6040,7 +6040,7 @@ msgstr "Vérifiez votre adresse e-mail pour débloquer toutes les fonctionnalit
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:60
 msgid "Verify your email to upload documents."
-msgstr "Vérifiez votre e-mail pour télécharger des documents."
+msgstr "Vérifiez votre e-mail pour importer des documents."
 
 #: packages/email/templates/confirm-team-email.tsx:71
 msgid "Verify your team email address"
@@ -6137,11 +6137,11 @@ msgstr "Vu"
 
 #: packages/lib/constants/recipient-roles.ts:32
 msgid "Viewer"
-msgstr "Visiteur"
+msgstr "Lecteur"
 
 #: packages/lib/constants/recipient-roles.ts:33
 msgid "Viewers"
-msgstr "Spectateurs"
+msgstr "Lecteurs"
 
 #: packages/lib/constants/recipient-roles.ts:31
 msgid "Viewing"
@@ -6526,7 +6526,7 @@ msgstr "Vous êtes sur le point d'envoyer ce document aux destinataires. Êtes-v
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:80
 msgid "You are currently on the <0>Free Plan</0>."
-msgstr "Vous êtes actuellement sur le <0>Plan Gratuit</0>."
+msgstr "Vous êtes actuellement sur l'<0>Abonnement Gratuit</0>."
 
 #: apps/web/src/components/(teams)/dialogs/update-team-member-dialog.tsx:148
 msgid "You are currently updating <0>{teamMemberName}.</0>"
@@ -6594,7 +6594,7 @@ msgstr "Vous pouvez voir les documents associés à cet e-mail et utiliser cette
 
 #: packages/email/templates/bulk-send-complete.tsx:76
 msgid "You can view the created documents in your dashboard under the \"Documents created from template\" section."
-msgstr ""
+msgstr "Vous pouvez voir les documents créés dans votre tableau de bord sous la section \"Documents créés à partir du modèle\"."
 
 #: packages/email/template-components/template-document-rejected.tsx:37
 msgid "You can view the document and its status by clicking the button below."
@@ -6610,11 +6610,11 @@ msgstr "Vous ne pouvez pas modifier un membre de l'équipe qui a un rôle plus
 
 #: packages/ui/primitives/document-dropzone.tsx:43
 msgid "You cannot upload documents at this time."
-msgstr "Vous ne pouvez pas télécharger de documents pour le moment."
+msgstr "Vous ne pouvez pas importer de documents pour le moment."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:103
 msgid "You cannot upload encrypted PDFs"
-msgstr "Vous ne pouvez pas télécharger de PDF cryptés"
+msgstr "Vous ne pouvez pas importer de PDF cryptés"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:46
 msgid "You do not currently have a customer record, this should not happen. Please contact support for assistance."
@@ -6678,11 +6678,11 @@ msgstr "Vous n'avez pas encore de webhooks. Vos webhooks seront affichés ici un
 
 #: apps/web/src/app/(dashboard)/templates/empty-state.tsx:15
 msgid "You have not yet created any templates. To create a template please upload one."
-msgstr "Vous n'avez pas encore créé de modèles. Pour créer un modèle, veuillez en télécharger un."
+msgstr "Vous n'avez pas encore créé de modèles. Pour créer un modèle, veuillez en importer un."
 
 #: apps/web/src/app/(dashboard)/documents/empty-state.tsx:30
 msgid "You have not yet created or received any documents. To create a document please upload one."
-msgstr "Vous n'avez pas encore créé ou reçu de documents. Pour créer un document, veuillez en télécharger un."
+msgstr "Vous n'avez pas encore créé ou reçu de documents. Pour créer un document, veuillez en importer un."
 
 #: apps/web/src/app/(dashboard)/templates/template-direct-link-dialog.tsx:229
 msgid "You have reached the maximum limit of {0} direct templates. <0>Upgrade your account to continue!</0>"
@@ -6690,7 +6690,7 @@ msgstr "Vous avez atteint la limite maximale de {0} modèles directs. <0>Mettez
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:106
 msgid "You have reached your document limit for this month. Please upgrade your plan."
-msgstr "Vous avez atteint votre limite de documents pour ce mois. Veuillez passer à un plan supérieur."
+msgstr "Vous avez atteint votre limite de documents pour ce mois. Veuillez passer à l'abonnement supérieur."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:56
 #: packages/ui/primitives/document-dropzone.tsx:69
@@ -6807,15 +6807,15 @@ msgstr "Vos préférences de branding ont été mises à jour"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:97
 msgid "Your bulk send has been initiated. You will receive an email notification upon completion."
-msgstr ""
+msgstr "Votre envoi groupé a été initié. Vous recevrez une notification par email une fois terminé."
 
 #: packages/email/templates/bulk-send-complete.tsx:40
 msgid "Your bulk send operation for template \"{templateName}\" has completed."
-msgstr ""
+msgstr "Votre envoi groupé pour le modèle \"{templateName}\" est terminé."
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
 msgid "Your current plan is past due. Please update your payment information."
-msgstr "Votre plan actuel est en retard. Veuillez mettre à jour vos informations de paiement."
+msgstr "Votre abonnement actuel est arrivé à échéance. Veuillez mettre à jour vos informations de paiement."
 
 #: apps/web/src/components/templates/manage-public-template-dialog.tsx:249
 msgid "Your direct signing templates"
@@ -6823,7 +6823,7 @@ msgstr "Vos modèles de signature directe"
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:123
 msgid "Your document failed to upload."
-msgstr "Votre document a échoué à se télécharger."
+msgstr "L'importation de votre document a échoué."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:169
 msgid "Your document has been created from the template successfully."
@@ -6847,11 +6847,11 @@ msgstr "Votre document a été dupliqué avec succès."
 
 #: apps/web/src/app/(dashboard)/documents/upload-document.tsx:86
 msgid "Your document has been uploaded successfully."
-msgstr "Votre document a été téléchargé avec succès."
+msgstr "Votre document a été importé avec succès."
 
 #: apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx:68
 msgid "Your document has been uploaded successfully. You will be redirected to the template page."
-msgstr "Votre document a été téléchargé avec succès. Vous serez redirigé vers la page de modèle."
+msgstr "Votre document a été importé avec succès. Vous serez redirigé vers la page de modèle."
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:104
 msgid "Your document preferences have been updated"
@@ -6962,3 +6962,4 @@ msgstr "Votre token a été créé avec succès ! Assurez-vous de le copier car
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx:86
 msgid "Your tokens will be shown here once you create them."
 msgstr "Vos tokens seront affichés ici une fois que vous les aurez créés."
+

packages/lib/translations/it/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: it\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-01-30 03:57\n"
+"PO-Revision-Date: 2025-01-30 06:04\n"
 "Last-Translator: \n"
 "Language-Team: Italian\n"
 "Plural-Forms: nplurals=2; plural=(n != 1);\n"
@@ -163,7 +163,7 @@ msgstr "{inviterName} ti ha rimosso dal documento<0/>\"{documentName}\""
 
 #: packages/email/template-components/template-document-invite.tsx:61
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{inviterName} per conto di \"{teamName}\" ti ha invitato a {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:45
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {action} {documentName}"
@@ -308,7 +308,7 @@ msgstr "{signerName} ha rifiutato il documento \"{documentName}\"."
 
 #: packages/email/template-components/template-document-invite.tsx:68
 msgid "{teamName} has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{teamName} ti ha invitato a {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:46
 msgid "{teamName} has invited you to {action} {documentName}"
@@ -1232,20 +1232,20 @@ msgstr "Importazione Massiva"
 
 #: packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts:203
 msgid "Bulk Send Complete: {0}"
-msgstr ""
+msgstr "Invio Massivo Completato: {0}"
 
 #: packages/email/templates/bulk-send-complete.tsx:30
 msgid "Bulk send operation complete for template \"{templateName}\""
-msgstr ""
+msgstr "Operazione di invio massivo completata per il modello \"{templateName}\""
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:128
 msgid "Bulk Send Template via CSV"
-msgstr ""
+msgstr "Invio modello in blocco tramite CSV"
 
 #: apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx:97
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:120
 msgid "Bulk Send via CSV"
-msgstr ""
+msgstr "Invio Massivo via CSV"
 
 #: packages/email/templates/team-invite.tsx:84
 msgid "by <0>{senderName}</0>"
@@ -1788,7 +1788,7 @@ msgstr "Creato il {0}"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:143
 msgid "CSV Structure"
-msgstr ""
+msgstr "Struttura CSV"
 
 #: apps/web/src/components/forms/password.tsx:112
 msgid "Current Password"
@@ -1800,7 +1800,7 @@ msgstr "La password corrente è errata."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:154
 msgid "Current recipients:"
-msgstr ""
+msgstr "Destinatari attuali:"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx:28
 msgid "Daily"
@@ -2328,7 +2328,7 @@ msgstr "Scarica il certificato"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:168
 msgid "Download Template CSV"
-msgstr ""
+msgstr "Scarica Modello CSV"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view-documents-table.tsx:208
 #: apps/web/src/components/formatter/document-status.tsx:34
@@ -2659,7 +2659,7 @@ msgstr "Aggiornamento webhook fallito"
 
 #: packages/email/templates/bulk-send-complete.tsx:55
 msgid "Failed: {failedCount}"
-msgstr ""
+msgstr "Falliti: {failedCount}"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:100
 msgid "Field character limit"
@@ -2721,7 +2721,7 @@ msgstr "Per qualsiasi domanda riguardante questa divulgazione, le firme elettron
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:147
 msgid "For each recipient, provide their email (required) and name (optional) in separate columns. Download the template CSV below for the correct format."
-msgstr ""
+msgstr "Per ogni destinatario, fornisci la loro email (obbligatoria) e il nome (opzionale) in colonne separate. Scarica il modello CSV qui sotto per il formato corretto."
 
 #: packages/lib/server-only/auth/send-forgot-password.ts:61
 msgid "Forgot Password?"
@@ -2834,7 +2834,7 @@ msgstr "Ciao, sono Timur"
 
 #: packages/email/templates/bulk-send-complete.tsx:36
 msgid "Hi {userName},"
-msgstr ""
+msgstr "Ciao {userName},"
 
 #: packages/email/templates/reset-password.tsx:56
 msgid "Hi, {userName} <0>({userEmail})</0>"
@@ -3238,7 +3238,7 @@ msgstr ""
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:227
 msgid "Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use template defaults."
-msgstr ""
+msgstr "Dimensione massima del file: 4MB. Massimo 100 righe per caricamento. I valori vuoti utilizzeranno i valori predefiniti del modello."
 
 #: packages/lib/constants/teams.ts:12
 msgid "Member"
@@ -3868,7 +3868,7 @@ msgstr "Si prega di digitare <0>{0}</0> per confermare."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:172
 msgid "Pre-formatted CSV template with example data."
-msgstr ""
+msgstr "Modello CSV preformattato con dati di esempio."
 
 #: apps/web/src/components/(dashboard)/common/command-menu.tsx:214
 #: apps/web/src/components/(teams)/settings/layout/desktop-nav.tsx:58
@@ -4392,7 +4392,7 @@ msgstr "Invia documenti a nome del team utilizzando l'indirizzo email"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:253
 msgid "Send documents to recipients immediately"
-msgstr ""
+msgstr "Invia documenti ai destinatari immediatamente"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:200
 msgid "Send on Behalf of Team"
@@ -4864,11 +4864,11 @@ msgstr "Chiave di accesso creata con successo"
 
 #: packages/email/templates/bulk-send-complete.tsx:52
 msgid "Successfully created: {successCount}"
-msgstr ""
+msgstr "Creati con successo: {successCount}"
 
 #: packages/email/templates/bulk-send-complete.tsx:44
 msgid "Summary:"
-msgstr ""
+msgstr "Sommario:"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:57
 msgid "System Requirements"
@@ -5089,7 +5089,7 @@ msgstr "Testo"
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:140
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:124
 msgid "Text Align"
-msgstr ""
+msgstr "Allineamento del testo"
 
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:157
 msgid "Text Color"
@@ -5177,7 +5177,7 @@ msgstr "Gli eventi che scateneranno un webhook da inviare al tuo URL."
 
 #: packages/email/templates/bulk-send-complete.tsx:62
 msgid "The following errors occurred:"
-msgstr ""
+msgstr "Si sono verificati i seguenti errori:"
 
 #: packages/email/templates/team-delete.tsx:37
 msgid "The following team has been deleted by its owner. You will no longer be able to access this team and its documents"
@@ -5637,7 +5637,7 @@ msgstr "Totale destinatari"
 
 #: packages/email/templates/bulk-send-complete.tsx:49
 msgid "Total rows processed: {totalProcessed}"
-msgstr ""
+msgstr "Righe totali elaborate: {totalProcessed}"
 
 #: apps/web/src/app/(dashboard)/admin/stats/page.tsx:150
 msgid "Total Signers that Signed Up"
@@ -5899,7 +5899,7 @@ msgstr "Aggiorna"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:132
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
-msgstr ""
+msgstr "Carica un file CSV per creare più documenti da questo modello. Ogni riga rappresenta un documento con i dettagli del destinatario."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:426
 msgid "Upload a custom document to use instead of the template's default document"
@@ -5907,7 +5907,7 @@ msgstr "Carica un documento personalizzato da utilizzare al posto del documento
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:267
 msgid "Upload and Process"
-msgstr ""
+msgstr "Carica e elabora"
 
 #: apps/web/src/components/forms/avatar-image.tsx:179
 msgid "Upload Avatar"
@@ -5915,7 +5915,7 @@ msgstr "Carica Avatar"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:198
 msgid "Upload CSV"
-msgstr ""
+msgstr "Carica CSV"
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:419
 msgid "Upload custom document"
@@ -6594,7 +6594,7 @@ msgstr "Puoi visualizzare i documenti associati a questa email e utilizzare ques
 
 #: packages/email/templates/bulk-send-complete.tsx:76
 msgid "You can view the created documents in your dashboard under the \"Documents created from template\" section."
-msgstr ""
+msgstr "Puoi visualizzare i documenti creati nel tuo dashboard nella sezione \"Documenti creati dal modello\"."
 
 #: packages/email/template-components/template-document-rejected.tsx:37
 msgid "You can view the document and its status by clicking the button below."
@@ -6807,11 +6807,11 @@ msgstr "Le tue preferenze di branding sono state aggiornate"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:97
 msgid "Your bulk send has been initiated. You will receive an email notification upon completion."
-msgstr ""
+msgstr "Il tuo invio massivo è stato avviato. Riceverai una notifica via email al completamento."
 
 #: packages/email/templates/bulk-send-complete.tsx:40
 msgid "Your bulk send operation for template \"{templateName}\" has completed."
-msgstr ""
+msgstr "La tua operazione di invio massivo per il modello \"{templateName}\" è stata completata."
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
 msgid "Your current plan is past due. Please update your payment information."
@@ -6962,3 +6962,4 @@ msgstr "Il tuo token è stato creato con successo! Assicurati di copiarlo perch
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx:86
 msgid "Your tokens will be shown here once you create them."
 msgstr "I tuoi token verranno mostrati qui una volta creati."
+

packages/lib/translations/pl/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: pl\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-01-24 12:04\n"
+"PO-Revision-Date: 2025-01-30 06:04\n"
 "Last-Translator: \n"
 "Language-Team: Polish\n"
 "Plural-Forms: nplurals=4; plural=(n==1 ? 0 : (n%10>=2 && n%10<=4) && (n%100<12 || n%100>14) ? 1 : n!=1 && (n%10>=0 && n%10<=1) || (n%10>=5 && n%10<=9) || (n%100>=12 && n%100<=14) ? 2 : 3);\n"
@@ -163,7 +163,7 @@ msgstr "{inviterName} usunął cię z dokumentu<0/>„{documentName}”"
 
 #: packages/email/template-components/template-document-invite.tsx:61
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{inviterName} w imieniu \"{teamName}\" zaprosił Cię do {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:45
 msgid "{inviterName} on behalf of \"{teamName}\" has invited you to {action} {documentName}"
@@ -308,7 +308,7 @@ msgstr "{signerName} odrzucił dokument \"{documentName}\"."
 
 #: packages/email/template-components/template-document-invite.tsx:68
 msgid "{teamName} has invited you to {0}<0/>\"{documentName}\""
-msgstr ""
+msgstr "{teamName} zaprosił Cię do {0}<0/>\"{documentName}\""
 
 #: packages/email/templates/document-invite.tsx:46
 msgid "{teamName} has invited you to {action} {documentName}"
@@ -1232,20 +1232,20 @@ msgstr "Import zbiorczy"
 
 #: packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts:203
 msgid "Bulk Send Complete: {0}"
-msgstr ""
+msgstr "Zakończono wysyłkę zbiorczą: {0}"
 
 #: packages/email/templates/bulk-send-complete.tsx:30
 msgid "Bulk send operation complete for template \"{templateName}\""
-msgstr ""
+msgstr "Zakończono operację masowej wysyłki dla szablonu \"{templateName}\""
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:128
 msgid "Bulk Send Template via CSV"
-msgstr ""
+msgstr "Szablon masowej wysyłki przez CSV"
 
 #: apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx:97
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:120
 msgid "Bulk Send via CSV"
-msgstr ""
+msgstr "Zbiorcza wysyłka przez CSV"
 
 #: packages/email/templates/team-invite.tsx:84
 msgid "by <0>{senderName}</0>"
@@ -1788,7 +1788,7 @@ msgstr "Utworzono {0}"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:143
 msgid "CSV Structure"
-msgstr ""
+msgstr "Struktura CSV"
 
 #: apps/web/src/components/forms/password.tsx:112
 msgid "Current Password"
@@ -1800,7 +1800,7 @@ msgstr "Aktualne hasło jest niepoprawne."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:154
 msgid "Current recipients:"
-msgstr ""
+msgstr "Aktualni odbiorcy:"
 
 #: apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx:28
 msgid "Daily"
@@ -2328,7 +2328,7 @@ msgstr "Pobierz certyfikat"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:168
 msgid "Download Template CSV"
-msgstr ""
+msgstr "Pobierz szablon CSV"
 
 #: apps/web/src/app/(dashboard)/templates/[id]/template-page-view-documents-table.tsx:208
 #: apps/web/src/components/formatter/document-status.tsx:34
@@ -2659,7 +2659,7 @@ msgstr "Nie udało się zaktualizować webhooku"
 
 #: packages/email/templates/bulk-send-complete.tsx:55
 msgid "Failed: {failedCount}"
-msgstr ""
+msgstr "Niepowodzenia: {failedCount}"
 
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:100
 msgid "Field character limit"
@@ -2721,7 +2721,7 @@ msgstr "W przypadku jakichkolwiek pytań dotyczących tego ujawnienia, podpisów
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:147
 msgid "For each recipient, provide their email (required) and name (optional) in separate columns. Download the template CSV below for the correct format."
-msgstr ""
+msgstr "Dla każdego odbiorcy podaj jego email (wymagany) i nazwę (opcjonalnie) w oddzielnych kolumnach. Pobierz poniżej szablon CSV dla właściwego formatu."
 
 #: packages/lib/server-only/auth/send-forgot-password.ts:61
 msgid "Forgot Password?"
@@ -2834,7 +2834,7 @@ msgstr "Cześć, jestem Timur"
 
 #: packages/email/templates/bulk-send-complete.tsx:36
 msgid "Hi {userName},"
-msgstr ""
+msgstr "Cześć, {userName},"
 
 #: packages/email/templates/reset-password.tsx:56
 msgid "Hi, {userName} <0>({userEmail})</0>"
@@ -3238,7 +3238,7 @@ msgstr "Max"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:227
 msgid "Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use template defaults."
-msgstr ""
+msgstr "Maksymalny rozmiar pliku: 4MB. Maksymalnie 100 wierszy na przesyłkę. Puste wartości zostaną zastąpione domyślnymi z szablonu."
 
 #: packages/lib/constants/teams.ts:12
 msgid "Member"
@@ -3868,7 +3868,7 @@ msgstr "Wpisz <0>{0}</0>, aby potwierdzić."
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:172
 msgid "Pre-formatted CSV template with example data."
-msgstr ""
+msgstr "Wstępnie sformatowany szablon CSV z przykładowymi danymi."
 
 #: apps/web/src/components/(dashboard)/common/command-menu.tsx:214
 #: apps/web/src/components/(teams)/settings/layout/desktop-nav.tsx:58
@@ -4392,7 +4392,7 @@ msgstr "Wyślij dokumenty w imieniu zespołu, używając adresu e-mail"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:253
 msgid "Send documents to recipients immediately"
-msgstr ""
+msgstr "Wyślij dokumenty do odbiorców natychmiast"
 
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx:200
 msgid "Send on Behalf of Team"
@@ -4864,11 +4864,11 @@ msgstr "Pomyślnie utworzono klucz uwierzytelniający"
 
 #: packages/email/templates/bulk-send-complete.tsx:52
 msgid "Successfully created: {successCount}"
-msgstr ""
+msgstr "Pomyślnie utworzono: {successCount}"
 
 #: packages/email/templates/bulk-send-complete.tsx:44
 msgid "Summary:"
-msgstr ""
+msgstr "Podsumowanie:"
 
 #: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:57
 msgid "System Requirements"
@@ -5089,7 +5089,7 @@ msgstr "Tekst"
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/number-field.tsx:140
 #: packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx:124
 msgid "Text Align"
-msgstr ""
+msgstr "Wyrównanie tekstu"
 
 #: apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx:157
 msgid "Text Color"
@@ -5177,7 +5177,7 @@ msgstr "Wydarzenia, które wyzwolą webhook do wysłania do Twojego URL."
 
 #: packages/email/templates/bulk-send-complete.tsx:62
 msgid "The following errors occurred:"
-msgstr ""
+msgstr "Wystąpiły następujące błędy:"
 
 #: packages/email/templates/team-delete.tsx:37
 msgid "The following team has been deleted by its owner. You will no longer be able to access this team and its documents"
@@ -5637,7 +5637,7 @@ msgstr "Łączna liczba odbiorców"
 
 #: packages/email/templates/bulk-send-complete.tsx:49
 msgid "Total rows processed: {totalProcessed}"
-msgstr ""
+msgstr "Łączna liczba przetworzonych wierszy: {totalProcessed}"
 
 #: apps/web/src/app/(dashboard)/admin/stats/page.tsx:150
 msgid "Total Signers that Signed Up"
@@ -5899,7 +5899,7 @@ msgstr "Ulepsz"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:132
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
-msgstr ""
+msgstr "Prześlij plik CSV, aby utworzyć wiele dokumentów z tego szablonu. Każda linia reprezentuje jeden dokument z jego szczegółami odbiorcy."
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:426
 msgid "Upload a custom document to use instead of the template's default document"
@@ -5907,7 +5907,7 @@ msgstr "Prześlij niestandardowy dokument do użycia zamiast domyślnego dokumen
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:267
 msgid "Upload and Process"
-msgstr ""
+msgstr "Prześlij i przetwórz"
 
 #: apps/web/src/components/forms/avatar-image.tsx:179
 msgid "Upload Avatar"
@@ -5915,7 +5915,7 @@ msgstr "Prześlij awatar"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:198
 msgid "Upload CSV"
-msgstr ""
+msgstr "Prześlij CSV"
 
 #: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:419
 msgid "Upload custom document"
@@ -6594,7 +6594,7 @@ msgstr "Możesz wyświetlać dokumenty powiązane z tym e-mailem i używać tej
 
 #: packages/email/templates/bulk-send-complete.tsx:76
 msgid "You can view the created documents in your dashboard under the \"Documents created from template\" section."
-msgstr ""
+msgstr "Możesz zobaczyć utworzone dokumenty na swoim pulpicie w sekcji \"Dokumenty utworzone z szablonu\"."
 
 #: packages/email/template-components/template-document-rejected.tsx:37
 msgid "You can view the document and its status by clicking the button below."
@@ -6807,11 +6807,11 @@ msgstr "Preferencje dotyczące marki zostały zaktualizowane"
 
 #: apps/web/src/components/templates/template-bulk-send-dialog.tsx:97
 msgid "Your bulk send has been initiated. You will receive an email notification upon completion."
-msgstr ""
+msgstr "Twoja masowa wysyłka została zainicjowana. Otrzymasz powiadomienie e-mail po jej zakończeniu."
 
 #: packages/email/templates/bulk-send-complete.tsx:40
 msgid "Your bulk send operation for template \"{templateName}\" has completed."
-msgstr ""
+msgstr "Twoja operacja masowej wysyłki dla szablonu \"{templateName}\" została zakończona."
 
 #: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
 msgid "Your current plan is past due. Please update your payment information."
@@ -6962,3 +6962,4 @@ msgstr "Twój token został pomyślnie utworzony! Upewnij się, że go skopiujes
 #: apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx:86
 msgid "Your tokens will be shown here once you create them."
 msgstr "Twoje tokeny będą tutaj wyświetlane po ich utworzeniu."
+

packages/lib/types/document-audit-logs.ts

@@ -28,6 +28,7 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
   'DOCUMENT_DELETED', // When the document is soft deleted.
   'DOCUMENT_FIELD_INSERTED', // When a field is inserted (signed/approved/etc) by a recipient.
   'DOCUMENT_FIELD_UNINSERTED', // When a field is uninserted by a recipient.
+  'DOCUMENT_FIELD_PREFILLED', // When a field is prefilled by an assistant.
   'DOCUMENT_VISIBILITY_UPDATED', // When the document visibility scope is updated
   'DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED', // When the global access authentication is updated.
   'DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED', // When the global action authentication is updated.
@@ -45,6 +46,7 @@ export const ZDocumentAuditLogEmailTypeSchema = z.enum([
   'SIGNING_REQUEST',
   'VIEW_REQUEST',
   'APPROVE_REQUEST',
+  'ASSISTING_REQUEST',
   'CC',
   'DOCUMENT_COMPLETED',
 ]);
@@ -313,6 +315,83 @@ export const ZDocumentAuditLogEventDocumentFieldUninsertedSchema = z.object({
   }),
 });
 
+/**
+ * Event: Document field prefilled by assistant.
+ */
+export const ZDocumentAuditLogEventDocumentFieldPrefilledSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED),
+  data: ZBaseRecipientDataSchema.extend({
+    fieldId: z.string(),
+
+    // Organised into union to allow us to extend each field if required.
+    field: z.union([
+      z.object({
+        type: z.literal(FieldType.INITIALS),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.EMAIL),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.DATE),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.NAME),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.TEXT),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.union([z.literal(FieldType.SIGNATURE), z.literal(FieldType.FREE_SIGNATURE)]),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.RADIO),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.CHECKBOX),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.DROPDOWN),
+        data: z.string(),
+      }),
+      z.object({
+        type: z.literal(FieldType.NUMBER),
+        data: z.string(),
+      }),
+    ]),
+    fieldSecurity: z.preprocess(
+      (input) => {
+        const legacyNoneSecurityType = JSON.stringify({
+          type: 'NONE',
+        });
+
+        // Replace legacy 'NONE' field security type with undefined.
+        if (
+          typeof input === 'object' &&
+          input !== null &&
+          JSON.stringify(input) === legacyNoneSecurityType
+        ) {
+          return undefined;
+        }
+
+        return input;
+      },
+      z
+        .object({
+          type: ZRecipientActionAuthTypesSchema,
+        })
+        .optional(),
+    ),
+  }),
+});
+
 export const ZDocumentAuditLogEventDocumentVisibilitySchema = z.object({
   type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED),
   data: ZGenericFromToSchema,
@@ -493,6 +572,7 @@ export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
     ZDocumentAuditLogEventDocumentMovedToTeamSchema,
     ZDocumentAuditLogEventDocumentFieldInsertedSchema,
     ZDocumentAuditLogEventDocumentFieldUninsertedSchema,
+    ZDocumentAuditLogEventDocumentFieldPrefilledSchema,
     ZDocumentAuditLogEventDocumentVisibilitySchema,
     ZDocumentAuditLogEventDocumentGlobalAuthAccessUpdatedSchema,
     ZDocumentAuditLogEventDocumentGlobalAuthActionUpdatedSchema,

packages/lib/types/field-meta.ts

@@ -123,6 +123,42 @@ export const ZFieldMetaNotOptionalSchema = z.discriminatedUnion('type', [
 
 export type TFieldMetaNotOptionalSchema = z.infer<typeof ZFieldMetaNotOptionalSchema>;
 
+export const ZFieldMetaPrefillFieldsSchema = z
+  .object({
+    id: z.number(),
+  })
+  .and(
+    z.discriminatedUnion('type', [
+      z.object({
+        type: z.literal('text'),
+        label: z.string(),
+        value: z.string(),
+      }),
+      z.object({
+        type: z.literal('number'),
+        label: z.string(),
+        value: z.string(),
+      }),
+      z.object({
+        type: z.literal('radio'),
+        label: z.string(),
+        value: z.string(),
+      }),
+      z.object({
+        type: z.literal('checkbox'),
+        label: z.string(),
+        value: z.array(z.string()),
+      }),
+      z.object({
+        type: z.literal('dropdown'),
+        label: z.string(),
+        value: z.string(),
+      }),
+    ]),
+  );
+
+export type TFieldMetaPrefillFieldsSchema = z.infer<typeof ZFieldMetaPrefillFieldsSchema>;
+
 export const ZFieldMetaSchema = z
   .union([
     // Handles an empty object being provided as fieldMeta.

packages/lib/utils/document-audit-logs.ts

@@ -314,6 +314,10 @@ export const formatDocumentAuditLogAction = (
       anonymous: msg`Field unsigned`,
       identified: msg`${prefix} unsigned a field`,
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED }, () => ({
+      anonymous: msg`Field prefilled by assistant`,
+      identified: msg`${prefix} prefilled a field`,
+    }))
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED }, () => ({
       anonymous: msg`Document visibility updated`,
       identified: msg`${prefix} updated the document visibility`,

packages/prisma/migrations/20250108133544_add_assistant_recipient_role/migration.sql

@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "RecipientRole" ADD VALUE 'ASSISTANT';

packages/prisma/migrations/20250130053604_document_access_token/migration.sql

@@ -1,29 +0,0 @@
--- CreateTable
-CREATE TABLE "DocumentAccessToken" (
-    "id" TEXT NOT NULL,
-    "token" TEXT NOT NULL,
-    "documentId" INTEGER NOT NULL,
-    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
-    "updatedAt" TIMESTAMP(3) NOT NULL,
-    "expiresAt" TIMESTAMP(3),
-    "revokedAt" TIMESTAMP(3),
-    "lastAccessedAt" TIMESTAMP(3),
-    "accessCount" INTEGER NOT NULL DEFAULT 0,
-
-    CONSTRAINT "DocumentAccessToken_pkey" PRIMARY KEY ("id")
-);
-
--- CreateIndex
-CREATE UNIQUE INDEX "DocumentAccessToken_token_key" ON "DocumentAccessToken"("token");
-
--- CreateIndex
-CREATE UNIQUE INDEX "DocumentAccessToken_documentId_key" ON "DocumentAccessToken"("documentId");
-
--- CreateIndex
-CREATE INDEX "DocumentAccessToken_token_idx" ON "DocumentAccessToken"("token");
-
--- CreateIndex
-CREATE INDEX "DocumentAccessToken_documentId_idx" ON "DocumentAccessToken"("documentId");
-
--- AddForeignKey
-ALTER TABLE "DocumentAccessToken" ADD CONSTRAINT "DocumentAccessToken_documentId_fkey" FOREIGN KEY ("documentId") REFERENCES "Document"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/migrations/20250217120859_add_session_fields/migration.sql

@@ -0,0 +1,18 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `expires` on the `Session` table. All the data in the column will be lost.
+  - Added the required column `expiresAt` to the `Session` table without a default value. This is not possible if the table is not empty.
+  - Added the required column `updatedAt` to the `Session` table without a default value. This is not possible if the table is not empty.
+
+*/
+-- AlterTable
+ALTER TABLE "Account" ADD COLUMN     "password" TEXT;
+
+-- AlterTable
+ALTER TABLE "Session" DROP COLUMN "expires",
+ADD COLUMN     "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+ADD COLUMN     "expiresAt" TIMESTAMP(3) NOT NULL,
+ADD COLUMN     "ipAddress" TEXT,
+ADD COLUMN     "updatedAt" TIMESTAMP(3) NOT NULL,
+ADD COLUMN     "userAgent" TEXT;

packages/prisma/schema.prisma

@@ -270,18 +270,25 @@ model Account {
   scope             String?
   id_token          String? @db.Text
   session_state     String?
+  password          String?
 
-  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
 
   @@unique([provider, providerAccountId])
 }
 
 model Session {
-  id           String   @id @default(cuid())
-  sessionToken String   @unique
+  id           String @id @default(cuid())
+  sessionToken String @unique
   userId       Int
-  expires      DateTime
-  user         User?    @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  ipAddress String?
+  userAgent String?
+  expiresAt DateTime
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+
+  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
 }
 
 enum DocumentStatus {
@@ -329,8 +336,7 @@ model Document {
   template       Template?           @relation(fields: [templateId], references: [id], onDelete: SetNull)
   source         DocumentSource
 
-  auditLogs           DocumentAuditLog[]
-  documentAccessToken DocumentAccessToken?
+  auditLogs DocumentAuditLog[]
 
   @@unique([documentDataId])
   @@index([userId])
@@ -397,23 +403,6 @@ model DocumentMeta {
   emailSettings         Json? /// [DocumentEmailSettings] @zod.custom.use(ZDocumentEmailSettingsSchema)
 }
 
-model DocumentAccessToken {
-  id             String    @id @default(cuid())
-  token          String    @unique
-  documentId     Int       @unique
-  createdAt      DateTime  @default(now())
-  updatedAt      DateTime  @updatedAt
-  expiresAt      DateTime?
-  revokedAt      DateTime?
-  lastAccessedAt DateTime?
-  accessCount    Int       @default(0)
-
-  document Document @relation(fields: [documentId], references: [id], onDelete: Cascade)
-
-  @@index([token])
-  @@index([documentId])
-}
-
 enum ReadStatus {
   NOT_OPENED
   OPENED
@@ -435,6 +424,7 @@ enum RecipientRole {
   SIGNER
   VIEWER
   APPROVER
+  ASSISTANT
 }
 
 /// @zod.import(["import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';"])

packages/prisma/seed/initial-seed.ts

@@ -5,6 +5,18 @@ import { hashSync } from '@documenso/lib/server-only/auth/hash';
 
 import { prisma } from '..';
 import { DocumentDataType, DocumentSource, Role, TeamMemberRole } from '../client';
+import { seedPendingDocument } from './documents';
+import { seedDirectTemplate, seedTemplate } from './templates';
+
+const createDocumentData = async ({ documentData }: { documentData: string }) => {
+  return prisma.documentData.create({
+    data: {
+      type: DocumentDataType.BYTES_64,
+      data: documentData,
+      initialData: documentData,
+    },
+  });
+};
 
 export const seedDatabase = async () => {
   const examplePdf = fs
@@ -39,35 +51,80 @@ export const seedDatabase = async () => {
     update: {},
   });
 
-  const examplePdfData = await prisma.documentData.upsert({
-    where: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-    },
-    create: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-      type: DocumentDataType.BYTES_64,
-      data: examplePdf,
-      initialData: examplePdf,
-    },
-    update: {},
-  });
+  for (let i = 1; i <= 4; i++) {
+    const documentData = await createDocumentData({ documentData: examplePdf });
 
-  await prisma.document.create({
-    data: {
-      source: DocumentSource.DOCUMENT,
-      title: 'Example Document',
-      documentDataId: examplePdfData.id,
-      userId: exampleUser.id,
-      recipients: {
-        create: {
-          name: String(adminUser.name),
-          email: adminUser.email,
-          token: Math.random().toString(36).slice(2, 9),
+    await prisma.document.create({
+      data: {
+        source: DocumentSource.DOCUMENT,
+        title: `Example Document ${i}`,
+        documentDataId: documentData.id,
+        userId: exampleUser.id,
+        recipients: {
+          create: {
+            name: String(adminUser.name),
+            email: adminUser.email,
+            token: Math.random().toString(36).slice(2, 9),
+          },
         },
       },
+    });
+  }
+
+  for (let i = 1; i <= 4; i++) {
+    const documentData = await createDocumentData({ documentData: examplePdf });
+
+    await prisma.document.create({
+      data: {
+        source: DocumentSource.DOCUMENT,
+        title: `Document ${i}`,
+        documentDataId: documentData.id,
+        userId: adminUser.id,
+        recipients: {
+          create: {
+            name: String(exampleUser.name),
+            email: exampleUser.email,
+            token: Math.random().toString(36).slice(2, 9),
+          },
+        },
+      },
+    });
+  }
+
+  await seedPendingDocument(exampleUser, [adminUser], {
+    key: 'example-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
     },
   });
 
+  await seedPendingDocument(adminUser, [exampleUser], {
+    key: 'admin-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
+    },
+  });
+
+  await Promise.all([
+    seedTemplate({
+      title: 'Template 1',
+      userId: exampleUser.id,
+    }),
+    seedDirectTemplate({
+      title: 'Direct Template 1',
+      userId: exampleUser.id,
+    }),
+
+    seedTemplate({
+      title: 'Template 1',
+      userId: adminUser.id,
+    }),
+    seedDirectTemplate({
+      title: 'Direct Template 1',
+      userId: adminUser.id,
+    }),
+  ]);
+
   const testUsers = [
     'test@documenso.com',
     'test2@documenso.com',

packages/prisma/types/recipient-with-fields.ts

@@ -0,0 +1,5 @@
+import type { Field, Recipient } from '@documenso/prisma/client';
+
+export type RecipientWithFields = Recipient & {
+  fields: Field[];
+};