chore: add move to folder option to dropdown

- Added Create, Delete, Move, and Rename dialogs for folder management.
- Integrated TRPC mutations for folder operations.
- Enhanced user experience with toast notifications for success and error handling.
- Utilized Radix UI for dialog components and Tailwind CSS for styling.

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',
+    primary: '#0000FF',
-    colorBackground: '#F5F5F5',
+    background: '#F5F5F5',
-    borderRadius: '8px',
+    radius: '8px',
   }}
 />
 ```

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

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

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

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

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

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

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

@@ -31,6 +31,11 @@ Our new API V2 supports the following typed SDKs:
 - [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)

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

@@ -1,7 +1,7 @@
+import { DocumentStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
-import { DocumentStatus } from '@documenso/prisma/client';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely

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

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

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

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

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

@@ -0,0 +1,128 @@
+import { useMemo, useState } from 'react';
+
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useSearchParams } from 'react-router';
+import { z } from 'zod';
+
+import { parseToIntegerArray } from '@documenso/lib/utils/params';
+import { trpc } from '@documenso/trpc/react';
+import { ZFindDocumentsInternalRequestSchema } from '@documenso/trpc/server/document-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZSearchParamsSchema = ZFindDocumentsInternalRequestSchema.pick({
+  status: true,
+  period: true,
+  page: true,
+  perPage: true,
+  query: true,
+}).extend({
+  senderIds: z.string().transform(parseToIntegerArray).optional().catch([]),
+  folderId: z
+    .string()
+    .transform((val) => parseInt(val, 10))
+    .optional(),
+});
+
+export type CreateFolderDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const CreateFolderDialog = ({ trigger, ...props }: CreateFolderDialogProps) => {
+  const { toast } = useToast();
+
+  const [searchParams] = useSearchParams();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+  const [newFolderName, setNewFolderName] = useState('');
+
+  const findDocumentSearchParams = useMemo(
+    () => ZSearchParamsSchema.safeParse(Object.fromEntries(searchParams.entries())).data || {},
+    [searchParams],
+  );
+
+  const currentFolderId = findDocumentSearchParams.folderId;
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const handleCreateFolder = async () => {
+    if (!newFolderName.trim()) {
+      toast({
+        title: 'Folder name is required',
+        variant: 'destructive',
+      });
+      return;
+    }
+
+    try {
+      await createFolder({
+        name: newFolderName,
+        parentId: currentFolderId,
+      });
+
+      setNewFolderName('');
+      setIsCreateFolderOpen(false);
+
+      toast({
+        title: 'Folder created successfully',
+      });
+    } catch (error) {
+      console.error('Error creating folder:', error);
+      toast({
+        title: 'Failed to create folder',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className="mt-4 flex justify-end">
+      <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+        <DialogTrigger asChild>
+          {trigger ?? (
+            <Button variant="outline" className="flex items-center space-x-2">
+              <FolderPlusIcon className="h-4 w-4" />
+              <span>Create Folder</span>
+            </Button>
+          )}
+        </DialogTrigger>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>Create New Folder</DialogTitle>
+            <DialogDescription>
+              Enter a name for your new folder. Folders help you organize your documents.
+            </DialogDescription>
+          </DialogHeader>
+          <div className="py-4">
+            <Label htmlFor="folder-name">Folder Name</Label>
+            <Input
+              id="folder-name"
+              value={newFolderName}
+              onChange={(e) => setNewFolderName(e.target.value)}
+              placeholder="My Folder"
+              className="mt-2"
+            />
+          </div>
+          <DialogFooter>
+            <Button variant="secondary" onClick={() => setIsCreateFolderOpen(false)}>
+              Cancel
+            </Button>
+            <Button onClick={handleCreateFolder}>Create</Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+};

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

@@ -0,0 +1,80 @@
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDeleteDialogProps) => {
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const handleDeleteFolder = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (error) {
+      console.error('Error deleting folder:', error);
+      toast({
+        title: 'Failed to delete folder',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                Warning: This folder contains {folder._count.documents} document(s). Deleting it
+                will move all documents to the root.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                Warning: This folder contains {folder._count.subfolders} subfolder(s). Deleting it
+                will delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <DialogFooter>
+          <Button variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+          <Button variant="destructive" onClick={handleDeleteFolder}>
+            Delete
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,97 @@
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderMoveDialogProps) => {
+  const { toast } = useToast();
+
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const handleMoveFolder = async (targetFolderId: number | null) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (error) {
+      console.error('Error moving folder:', error);
+      toast({
+        title: 'Failed to move folder',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <div className="space-y-4 py-4">
+          <Button
+            variant="outline"
+            className="w-full justify-start"
+            onClick={async () => await handleMoveFolder(null)}
+          >
+            <HomeIcon className="mr-2 h-4 w-4" />
+            Root
+          </Button>
+
+          {foldersData &&
+            foldersData
+              .filter((f) => f.id !== folder?.id)
+              .map((f) => (
+                <Button
+                  key={f.id}
+                  variant="outline"
+                  className="w-full justify-start"
+                  onClick={async () => await handleMoveFolder(f.id)}
+                >
+                  <FolderIcon className="mr-2 h-4 w-4" />
+                  {f.name}
+                </Button>
+              ))}
+        </div>
+        <DialogFooter>
+          <Button variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,121 @@
+import { useEffect, useState } from 'react';
+
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderRenameDialogProps = {
+  trigger?: React.ReactNode;
+  folder?: TFolderWithSubfolders | null;
+  isOpen?: boolean;
+  onOpenChange?: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderRenameDialog = ({
+  trigger,
+  folder,
+  isOpen,
+  onOpenChange,
+  ...props
+}: FolderRenameDialogProps) => {
+  const { toast } = useToast();
+  const [isRenameFolderOpen, setIsRenameFolderOpen] = useState(isOpen || false);
+  const [renameFolderName, setRenameFolderName] = useState('');
+  const [folderToRename, setFolderToRename] = useState<TFolderWithSubfolders | null>(
+    folder || null,
+  );
+
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  useEffect(() => {
+    if (isOpen !== undefined) {
+      setIsRenameFolderOpen(isOpen);
+    }
+
+    if (folder && isOpen) {
+      setFolderToRename(folder);
+      setRenameFolderName(folder.name);
+    }
+  }, [isOpen, folder]);
+
+  const handleOpenChange = (open: boolean) => {
+    setIsRenameFolderOpen(open);
+    if (onOpenChange) {
+      onOpenChange(open);
+    }
+  };
+
+  const handleRenameFolder = async () => {
+    if (!folderToRename) return;
+
+    if (!renameFolderName.trim()) {
+      toast({
+        title: 'Folder name is required',
+        variant: 'destructive',
+      });
+      return;
+    }
+
+    try {
+      await updateFolder({
+        id: folderToRename.id,
+        name: renameFolderName,
+      });
+
+      toast({
+        title: 'Folder renamed successfully',
+      });
+
+      setFolderToRename(null);
+      setRenameFolderName('');
+      handleOpenChange(false);
+    } catch (error) {
+      console.error('Error renaming folder:', error);
+      toast({
+        title: 'Failed to rename folder',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={isRenameFolderOpen} onOpenChange={handleOpenChange}>
+      {trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Rename Folder</DialogTitle>
+          <DialogDescription>Enter a new name for your folder.</DialogDescription>
+        </DialogHeader>
+        <div className="py-4">
+          <Label htmlFor="rename-folder-name">Folder Name</Label>
+          <Input
+            id="rename-folder-name"
+            value={renameFolderName}
+            onChange={(e) => setRenameFolderName(e.target.value)}
+            className="mt-2"
+          />
+        </div>
+        <DialogFooter>
+          <Button variant="secondary" onClick={() => handleOpenChange(false)}>
+            Cancel
+          </Button>
+          <Button onClick={handleRenameFolder}>Rename</Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -16,9 +16,9 @@ export type EmbedAuthenticationRequiredProps = {
 export const EmbedAuthenticationRequired = ({
   email,
   returnTo,
-  isGoogleSSOEnabled,
+  // isGoogleSSOEnabled,
-  isOIDCSSOEnabled,
+  // isOIDCSSOEnabled,
-  oidcProviderLabel,
+  // oidcProviderLabel,
 }: EmbedAuthenticationRequiredProps) => {
   return (
     <div className="flex min-h-[100dvh] w-full items-center justify-center">
@@ -35,9 +35,10 @@ export const EmbedAuthenticationRequired = ({
         </Alert>
 
         <SignInForm
-          isGoogleSSOEnabled={isGoogleSSOEnabled}
+          // Embed currently not supported.
-          isOIDCSSOEnabled={isOIDCSSOEnabled}
+          // isGoogleSSOEnabled={isGoogleSSOEnabled}
-          oidcProviderLabel={oidcProviderLabel}
+          // isOIDCSSOEnabled={isOIDCSSOEnabled}
+          // oidcProviderLabel={oidcProviderLabel}
           className="mt-4"
           initialEmail={email}
           returnTo={returnTo}

apps/remix/app/components/embed/embed-direct-template-client-page.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 { trpc } from '@documenso/trpc/react';
 import type {
@@ -25,7 +29,7 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -92,7 +96,7 @@ export const EmbedDirectTemplateClientPage = ({
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
 
   const [pendingFields, _completedFields] = [
-    localFields.filter((field) => !field.inserted),
+    localFields.filter((field) => isFieldUnsignedAndRequired(field)),
     localFields.filter((field) => field.inserted),
   ];
 
@@ -110,7 +114,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value,
+          customText: payload.value ?? '',
           inserted: true,
           signedValue: payload,
         });
@@ -121,8 +125,10 @@ export const EmbedDirectTemplateClientPage = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
+            signatureImageAsBase64:
-            typedSignature: payload.value.startsWith('data:') ? null : payload.value,
+              payload.value && payload.value.startsWith('data:') ? payload.value : null,
+            typedSignature:
+              payload.value && !payload.value.startsWith('data:') ? payload.value : null,
           } satisfies Signature;
         }
 
@@ -180,7 +186,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(pendingFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -192,7 +198,7 @@ export const EmbedDirectTemplateClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(localFields);
+      const valid = validateFieldsInserted(pendingFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -205,12 +211,6 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
-      localFields.forEach((field) => {
-        if (!field.signedValue) {
-          throw new Error('Invalid configuration');
-        }
-      });
-
       const {
         documentId,
         token: documentToken,
@@ -221,13 +221,11 @@ export const EmbedDirectTemplateClientPage = ({
         directRecipientName: fullName,
         directRecipientEmail: email,
         templateUpdatedAt: updatedAt,
-        signedFieldValues: localFields.map((field) => {
+        signedFieldValues: localFields
-          if (!field.signedValue) {
+          .filter((field) => {
-            throw new Error('Invalid configuration');
+            return field.signedValue && (isRequiredField(field) || field.inserted);
-          }
+          })
-
+          .map((field) => field.signedValue!),
-          return field.signedValue;
-        }),
       });
 
       if (window.parent) {
@@ -338,7 +336,7 @@ export const EmbedDirectTemplateClientPage = ({
       <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
         {/* Viewer */}
         <div className="flex-1">
-          <LazyPDFViewer
+          <PDFViewer
             documentData={documentData}
             onDocumentLoad={() => setHasDocumentLoaded(true)}
           />
@@ -347,7 +345,7 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Widget */}
         <div
           key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
           data-expanded={isExpanded || undefined}
         >
           <div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
@@ -415,40 +413,42 @@ export const EmbedDirectTemplateClientPage = ({
                   />
                 </div>
 
-                <div>
+                {hasSignatureField && (
-                  <Label htmlFor="Signature">
+                  <div>
-                    <Trans>Signature</Trans>
+                    <Label htmlFor="Signature">
-                  </Label>
+                      <Trans>Signature</Trans>
+                    </Label>
 
-                  <Card className="mt-2" gradient degrees={-120}>
+                    <Card className="mt-2" gradient degrees={-120}>
-                    <CardContent className="p-0">
+                      <CardContent className="p-0">
-                      <SignaturePad
+                        <SignaturePad
-                        className="h-44 w-full"
+                          className="h-44 w-full"
-                        disabled={isThrottled || isSubmitting}
+                          disabled={isThrottled || isSubmitting}
-                        defaultValue={signature ?? undefined}
+                          defaultValue={signature ?? undefined}
-                        onChange={(value) => {
+                          onChange={(value) => {
-                          setSignature(value);
+                            setSignature(value);
-                        }}
+                          }}
-                        onValidityChange={(isValid) => {
+                          onValidityChange={(isValid) => {
-                          setSignatureValid(isValid);
+                            setSignatureValid(isValid);
-                        }}
+                          }}
-                        allowTypedSignature={Boolean(
+                          allowTypedSignature={Boolean(
-                          metadata &&
+                            metadata &&
-                            'typedSignatureEnabled' in metadata &&
+                              'typedSignatureEnabled' in metadata &&
-                            metadata.typedSignatureEnabled,
+                              metadata.typedSignatureEnabled,
-                        )}
+                          )}
-                      />
+                        />
-                    </CardContent>
+                      </CardContent>
-                  </Card>
+                    </Card>
 
-                  {hasSignatureField && !signatureValid && (
+                    {hasSignatureField && !signatureValid && (
-                    <div className="text-destructive mt-2 text-sm">
+                      <div className="text-destructive mt-2 text-sm">
-                      <Trans>
+                        <Trans>
-                        Signature is too small. Please provide a more complete signature.
+                          Signature is too small. Please provide a more complete signature.
-                      </Trans>
+                        </Trans>
-                    </div>
+                      </div>
-                  )}
+                    )}
-                </div>
+                  </div>
+                )}
               </div>
             </div>
 

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

@@ -1,4 +1,4 @@
-import { useEffect, useId, useLayoutEffect, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
@@ -15,6 +15,7 @@ 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 { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
@@ -24,7 +25,7 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/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';
@@ -101,19 +102,26 @@ export const EmbedSignDocumentClientPage = ({
   const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
 
   const [pendingFields, _completedFields] = [
-    fields.filter((field) => field.recipientId === recipient.id && !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);
@@ -125,7 +133,7 @@ export const EmbedSignDocumentClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(fields);
+      const valid = validateFieldsInserted(fieldsRequiringValidation);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -278,7 +286,7 @@ export const EmbedSignDocumentClientPage = ({
         <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
+            <PDFViewer
               documentData={documentData}
               onDocumentLoad={() => setHasDocumentLoaded(true)}
             />
@@ -287,7 +295,7 @@ export const EmbedSignDocumentClientPage = ({
           {/* Widget */}
           <div
             key={isExpanded ? 'expanded' : 'collapsed'}
-            className="embed--DocumentWidgetContainer 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="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">
@@ -418,40 +426,42 @@ export const EmbedSignDocumentClientPage = ({
                         />
                       </div>
 
-                      <div>
+                      {hasSignatureField && (
-                        <Label htmlFor="Signature">
+                        <div>
-                          <Trans>Signature</Trans>
+                          <Label htmlFor="Signature">
-                        </Label>
+                            <Trans>Signature</Trans>
+                          </Label>
 
-                        <Card className="mt-2" gradient degrees={-120}>
+                          <Card className="mt-2" gradient degrees={-120}>
-                          <CardContent className="p-0">
+                            <CardContent className="p-0">
-                            <SignaturePad
+                              <SignaturePad
-                              className="h-44 w-full"
+                                className="h-44 w-full"
-                              disabled={isThrottled || isSubmitting}
+                                disabled={isThrottled || isSubmitting}
-                              defaultValue={signature ?? undefined}
+                                defaultValue={signature ?? undefined}
-                              onChange={(value) => {
+                                onChange={(value) => {
-                                setSignature(value);
+                                  setSignature(value);
-                              }}
+                                }}
-                              onValidityChange={(isValid) => {
+                                onValidityChange={(isValid) => {
-                                setSignatureValid(isValid);
+                                  setSignatureValid(isValid);
-                              }}
+                                }}
-                              allowTypedSignature={Boolean(
+                                allowTypedSignature={Boolean(
-                                metadata &&
+                                  metadata &&
-                                  'typedSignatureEnabled' in metadata &&
+                                    'typedSignatureEnabled' in metadata &&
-                                  metadata.typedSignatureEnabled,
+                                    metadata.typedSignatureEnabled,
-                              )}
+                                )}
-                            />
+                              />
-                          </CardContent>
+                            </CardContent>
-                        </Card>
+                          </Card>
 
-                        {hasSignatureField && !signatureValid && (
+                          {hasSignatureField && !signatureValid && (
-                          <div className="text-destructive mt-2 text-sm">
+                            <div className="text-destructive mt-2 text-sm">
-                            <Trans>
+                              <Trans>
-                              Signature is too small. Please provide a more complete signature.
+                                Signature is too small. Please provide a more complete signature.
-                            </Trans>
+                              </Trans>
-                          </div>
+                            </div>
-                        )}
+                          )}
-                      </div>
+                        </div>
+                      )}
                     </>
                   )}
                 </div>

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

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

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

@@ -5,12 +5,12 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
-import { useRevalidator } from 'react-router';
 import { renderSVG } from 'uqr';
 import { z } from 'zod';
 
 import { authClient } from '@documenso/auth/client';
 import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -48,7 +48,7 @@ export type EnableAuthenticatorAppDialogProps = {
 export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorAppDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { revalidate } = useRevalidator();
+  const { refreshSession } = useSession();
 
   const [isOpen, setIsOpen] = useState(false);
   const [recoveryCodes, setRecoveryCodes] = useState<string[] | null>(null);
@@ -74,6 +74,7 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
 
     try {
       const data = await authClient.twoFactor.setup();
+      await refreshSession();
 
       setSetup2FAData(data);
     } catch (err) {
@@ -92,6 +93,7 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
   const onEnable2FAFormSubmit = async ({ token }: TEnable2FAForm) => {
     try {
       const data = await authClient.twoFactor.enable({ code: token });
+      await refreshSession();
 
       setRecoveryCodes(data.recoveryCodes);
       onSuccess?.();
@@ -139,7 +141,6 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
 
     if (!isOpen && recoveryCodes && recoveryCodes.length > 0) {
       setRecoveryCodes(null);
-      void revalidate();
     }
 
     // eslint-disable-next-line react-hooks/exhaustive-deps

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

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

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

@@ -12,7 +12,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -136,7 +136,7 @@ export const DirectTemplatePageView = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer
+          <PDFViewer
             key={template.id}
             documentData={template.templateDocumentData}
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}

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

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import type { Field, Recipient, Signature } from '@prisma/client';
@@ -91,7 +91,7 @@ export const DirectTemplateSigningForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value,
+          customText: value.value ?? '',
           inserted: true,
           signedValue: value,
         };
@@ -102,8 +102,8 @@ export const DirectTemplateSigningForm = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
+            signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
-            typedSignature: value.value.startsWith('data:') ? null : value.value,
+            typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
           } satisfies Signature;
         }
 
@@ -170,6 +170,55 @@ export const DirectTemplateSigningForm = ({
     // Do not reset to false since we do a redirect.
   };
 
+  useEffect(() => {
+    const updatedFields = [...localFields];
+
+    localFields.forEach((field) => {
+      const index = updatedFields.findIndex((f) => f.id === field.id);
+      let value = '';
+
+      match(field.type)
+        .with(FieldType.TEXT, () => {
+          const meta = field.fieldMeta ? ZTextFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.text ?? '';
+          }
+        })
+        .with(FieldType.NUMBER, () => {
+          const meta = field.fieldMeta ? ZNumberFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.value ?? '';
+          }
+        })
+        .with(FieldType.DROPDOWN, () => {
+          const meta = field.fieldMeta ? ZDropdownFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.defaultValue ?? '';
+          }
+        });
+
+      if (value) {
+        const signedValue = {
+          token: directRecipient.token,
+          fieldId: field.id,
+          value,
+        };
+
+        updatedFields[index] = {
+          ...field,
+          customText: value,
+          inserted: true,
+          signedValue,
+        };
+      }
+    });
+
+    setLocalFields(updatedFields);
+  }, []);
+
   return (
     <DocumentSigningRecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />

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

@@ -45,26 +45,24 @@ export const DocumentSigningCheckboxField = ({
 
   const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
 
-  const parsedFieldMeta = ZCheckboxFieldMeta.parse(field.fieldMeta);
+  const parsedFieldMeta = ZCheckboxFieldMeta.parse(
+    field.fieldMeta ?? {
+      type: 'checkbox',
+      values: [{ id: 1, checked: false, value: '' }],
+    },
+  );
 
   const values = parsedFieldMeta.values?.map((item) => ({
     ...item,
     value: item.value.length > 0 ? item.value : `empty-value-${item.id}`,
   }));
 
-  const parsedCheckedValues = useMemo(
-    () => fromCheckboxValue(field.customText),
-    [field.customText],
-  );
-
   const [checkedValues, setCheckedValues] = useState(
-    field.inserted && parsedCheckedValues.length > 0
+    values
-      ? parsedCheckedValues
+      ?.map((item) =>
-      : values
+        item.checked ? (item.value.length > 0 ? item.value : `empty-value-${item.id}`) : '',
-          ?.map((item) =>
+      )
-            item.checked ? (item.value.length > 0 ? item.value : `empty-value-${item.id}`) : '',
+      .filter(Boolean) || [],
-          )
-          .filter(Boolean) || [],
   );
 
   const isReadOnly = parsedFieldMeta.readOnly;
@@ -99,6 +97,10 @@ export const DocumentSigningCheckboxField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
+      if (!isLengthConditionMet) {
+        return;
+      }
+
       const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
@@ -179,29 +181,47 @@ export const DocumentSigningCheckboxField = ({
     let updatedValues: string[] = [];
 
     try {
-      const itemValue = item.value.length > 0 ? item.value : `empty-value-${item.id}`;
+      const isChecked = checkedValues.includes(
-      const isChecked = checkedValues.includes(itemValue);
+        item.value.length > 0 ? item.value : `empty-value-${item.id}`,
+      );
 
       if (!isChecked) {
-        updatedValues = [...checkedValues, itemValue];
+        updatedValues = [
+          ...checkedValues,
+          item.value.length > 0 ? item.value : `empty-value-${item.id}`,
+        ];
       } else {
-        updatedValues = checkedValues.filter((v) => v !== itemValue);
+        updatedValues = checkedValues.filter(
+          (v) => v !== item.value && v !== `empty-value-${item.id}`,
+        );
       }
 
       setCheckedValues(updatedValues);
 
-      await removeSignedFieldWithToken({
+      const removePayload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
 
-      if (updatedValues.length > 0) {
+      if (onUnsignField) {
-        await signFieldWithToken({
+        await onUnsignField(removePayload);
+      } else {
+        await removeSignedFieldWithToken(removePayload);
+      }
+
+      if (updatedValues.length > 0 && shouldAutoSignField) {
+        const signPayload: TSignFieldWithTokenMutationSchema = {
           token: recipient.token,
           fieldId: field.id,
           value: toCheckboxValue(updatedValues),
           isBase64: true,
-        });
+        };
+
+        if (onSignField) {
+          await onSignField(signPayload);
+        } else {
+          await signFieldWithToken(signPayload);
+        }
       }
     } catch (err) {
       console.error(err);
@@ -216,12 +236,6 @@ export const DocumentSigningCheckboxField = ({
     }
   };
 
-  useEffect(() => {
-    if (field.inserted && parsedCheckedValues.length > 0) {
-      setCheckedValues(parsedCheckedValues);
-    }
-  }, [field.inserted, parsedCheckedValues]);
-
   useEffect(() => {
     if (shouldAutoSignField) {
       void executeActionAuthProcedure({
@@ -231,6 +245,11 @@ export const DocumentSigningCheckboxField = ({
     }
   }, [checkedValues, isLengthConditionMet, field.inserted]);
 
+  const parsedCheckedValues = useMemo(
+    () => fromCheckboxValue(field.customText),
+    [field.customText],
+  );
+
   return (
     <DocumentSigningFieldContainer
       field={field}
@@ -254,17 +273,16 @@ export const DocumentSigningCheckboxField = ({
           <div className="z-50 flex flex-col gap-y-2">
             {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
               const itemValue = item.value || `empty-value-${item.id}`;
-              const checkboxId = `checkbox-field-${field.id}-${index}`;
 
               return (
                 <div key={index} className="flex items-center gap-x-1.5">
                   <Checkbox
                     className="h-4 w-4"
-                    id={checkboxId}
+                    id={`checkbox-${index}`}
                     checked={checkedValues.includes(itemValue)}
                     onCheckedChange={() => handleCheckboxChange(item.value, item.id)}
                   />
-                  <Label htmlFor={checkboxId}>
+                  <Label htmlFor={`checkbox-${index}`}>
                     {item.value.includes('empty-value-') ? '' : item.value}
                   </Label>
                 </div>
@@ -275,21 +293,20 @@ export const DocumentSigningCheckboxField = ({
       )}
 
       {field.inserted && (
-        <div className="flex flex-col gap-y-2">
+        <div className="flex flex-col gap-y-1">
           {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
             const itemValue = item.value || `empty-value-${item.id}`;
-            const checkboxId = `checkbox-field-${field.id}-${index}-inserted`;
 
             return (
               <div key={index} className="flex items-center gap-x-1.5">
                 <Checkbox
-                  className="h-4 w-4"
+                  className="h-3 w-3"
-                  id={checkboxId}
+                  id={`checkbox-${index}`}
-                  checked={checkedValues.includes(itemValue)}
+                  checked={parsedCheckedValues.includes(itemValue)}
                   disabled={isLoading}
                   onCheckedChange={() => void handleCheckboxOptionClick(item)}
                 />
-                <Label htmlFor={checkboxId}>
+                <Label htmlFor={`checkbox-${index}`} className="text-xs">
                   {item.value.includes('empty-value-') ? '' : item.value}
                 </Label>
               </div>

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

@@ -3,6 +3,7 @@ import { useMemo, useState } from 'react';
 import { Trans } from '@lingui/react/macro';
 import type { Field } from '@prisma/client';
 import { RecipientRole } from '@prisma/client';
+import { match } from 'ts-pattern';
 
 import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { Button } from '@documenso/ui/primitives/button';
@@ -58,62 +59,88 @@ export const DocumentSigningCompleteDialog = ({
           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>}
+            {match(role)
-            {role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
+              .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
-            {role === RecipientRole.APPROVER && <Trans>Complete Approval</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 && (
+          {match(role)
-            <span>
+            .with(RecipientRole.VIEWER, () => (
-              <Trans>
+              <span>
-                <span className="inline-flex flex-wrap">
+                <Trans>
-                  You are about to complete viewing "
+                  <span className="inline-flex flex-wrap">
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
+                    You are about to complete viewing "
-                    {documentTitle}
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
                   </span>
-                  ".
+                  <br /> Are you sure?
-                </span>
+                </Trans>
-                <br /> Are you sure?
+              </span>
-              </Trans>
+            ))
-            </span>
+            .with(RecipientRole.SIGNER, () => (
-          )}
+              <span>
-          {role === RecipientRole.SIGNER && (
+                <Trans>
-            <span>
+                  <span className="inline-flex flex-wrap">
-              <Trans>
+                    You are about to complete signing "
-                <span className="inline-flex flex-wrap">
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
-                  You are about to complete signing "
+                      {documentTitle}
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
+                    </span>
-                    {documentTitle}
+                    ".
                   </span>
-                  ".
+                  <br /> Are you sure?
-                </span>
+                </Trans>
-                <br /> Are you sure?
+              </span>
-              </Trans>
+            ))
-            </span>
+            .with(RecipientRole.APPROVER, () => (
-          )}
+              <span>
-          {role === RecipientRole.APPROVER && (
+                <Trans>
-            <span>
+                  <span className="inline-flex flex-wrap">
-              <Trans>
+                    You are about to complete approving{' '}
-                <span className="inline-flex flex-wrap">
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
-                  You are about to complete approving{' '}
+                      "{documentTitle}"
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
+                    </span>
-                    "{documentTitle}"
+                    .
                   </span>
-                  .
+                  <br /> Are you sure?
-                </span>
+                </Trans>
-                <br /> Are you sure?
+              </span>
-              </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>
 
         <DocumentSigningDisclosure className="mt-4" />
@@ -138,9 +165,13 @@ export const DocumentSigningCompleteDialog = ({
               loading={isSubmitting}
               onClick={onSignatureComplete}
             >
-              {role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
+              {match(role)
-              {role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
+                .with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
-              {role === RecipientRole.APPROVER && <Trans>Approve</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/remix/app/components/general/document-signing/document-signing-field-container.tsx

@@ -181,6 +181,23 @@ export const DocumentSigningFieldContainer = ({
           </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/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -313,7 +313,11 @@ export const DocumentSigningForm = ({
             <>
               <form onSubmit={handleSubmit(onFormSubmit)}>
                 <p className="text-muted-foreground mt-2 text-sm">
-                  <Trans>Please review the document before signing.</Trans>
+                  {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" />
@@ -337,38 +341,40 @@ export const DocumentSigningForm = ({
                       />
                     </div>
 
-                    <div>
+                    {hasSignatureField && (
-                      <Label htmlFor="Signature">
+                      <div>
-                        <Trans>Signature</Trans>
+                        <Label htmlFor="Signature">
-                      </Label>
+                          <Trans>Signature</Trans>
+                        </Label>
 
-                      <Card className="mt-2" gradient degrees={-120}>
+                        <Card className="mt-2" gradient degrees={-120}>
-                        <CardContent className="p-0">
+                          <CardContent className="p-0">
-                          <SignaturePad
+                            <SignaturePad
-                            className="h-44 w-full"
+                              className="h-44 w-full"
-                            disabled={isSubmitting}
+                              disabled={isSubmitting}
-                            defaultValue={signature ?? undefined}
+                              defaultValue={signature ?? undefined}
-                            onValidityChange={(isValid) => {
+                              onValidityChange={(isValid) => {
-                              setSignatureValid(isValid);
+                                setSignatureValid(isValid);
-                            }}
+                              }}
-                            onChange={(value) => {
+                              onChange={(value) => {
-                              if (signatureValid) {
+                                if (signatureValid) {
-                                setSignature(value);
+                                  setSignature(value);
-                              }
+                                }
-                            }}
+                              }}
-                            allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
+                              allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
-                          />
+                            />
-                        </CardContent>
+                          </CardContent>
-                      </Card>
+                        </Card>
 
-                      {hasSignatureField && !signatureValid && (
+                        {!signatureValid && (
-                        <div className="text-destructive mt-2 text-sm">
+                          <div className="text-destructive mt-2 text-sm">
-                          <Trans>
+                            <Trans>
-                            Signature is too small. Please provide a more complete signature.
+                              Signature is too small. Please provide a more complete signature.
-                          </Trans>
+                            </Trans>
-                        </div>
+                          </div>
-                      )}
+                        )}
-                    </div>
+                      </div>
+                    )}
                   </div>
 
                   <div className="flex flex-col gap-4 md:flex-row">

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

@@ -21,7 +21,7 @@ import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/fie
 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';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
 import { DocumentSigningAutoSign } from '~/components/general/document-signing/document-signing-auto-sign';
 import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
@@ -140,12 +140,7 @@ export const DocumentSigningPageView = ({
             gradient
           >
             <CardContent className="p-2">
-              <LazyPDFViewer
+              <PDFViewer key={documentData.id} documentData={documentData} document={document} />
-                key={documentData.id}
-                documentData={documentData}
-                document={document}
-                password={documentMeta?.password}
-              />
             </CardContent>
           </Card>
 

apps/remix/app/components/general/document/document-certificate-download-button.tsx

@@ -1,9 +1,10 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentStatus } from '@prisma/client';
+import type { DocumentStatus } from '@prisma/client';
 import { DownloadIcon } from 'lucide-react';
 
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -76,7 +77,7 @@ export const DocumentCertificateDownloadButton = ({
       className={cn('w-full sm:w-auto', className)}
       loading={isPending}
       variant="outline"
-      disabled={documentStatus !== DocumentStatus.COMPLETED}
+      disabled={!isDocumentCompleted(documentStatus)}
       onClick={() => void onDownloadCertificatesClick()}
     >
       {!isPending && <DownloadIcon className="mr-1.5 h-4 w-4" />}

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

@@ -24,7 +24,7 @@ import { AddSubjectFormPartial } from '@documenso/ui/primitives/document-flow/ad
 import type { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -132,9 +132,6 @@ export const DocumentEditForm = ({
     },
   });
 
-  const { mutateAsync: setPasswordForDocument } =
-    trpc.document.setPasswordForDocument.useMutation();
-
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
     settings: {
       title: msg`General`,
@@ -315,13 +312,6 @@ export const DocumentEditForm = ({
     }
   };
 
-  const onPasswordSubmit = async (password: string) => {
-    await setPasswordForDocument({
-      documentId: document.id,
-      password,
-    });
-  };
-
   const currentDocumentFlow = documentFlow[step];
 
   /**
@@ -340,12 +330,10 @@ export const DocumentEditForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer
+          <PDFViewer
             key={document.documentData.id}
             documentData={document.documentData}
             document={document}
-            password={document.documentMeta?.password}
-            onPasswordSubmit={onPasswordSubmit}
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

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

@@ -9,6 +9,7 @@ import { match } from 'ts-pattern';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
@@ -32,7 +33,7 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
 
   const isRecipient = !!recipient;
   const isPending = document.status === DocumentStatus.PENDING;
-  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(document);
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 

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

@@ -20,6 +20,7 @@ import { useNavigate } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -63,7 +64,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const isDraft = document.status === DocumentStatus.DRAFT;
   const isPending = document.status === DocumentStatus.PENDING;
   const isDeleted = document.deletedAt !== null;
-  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(document);
   const isCurrentTeamDocument = team && document.team?.url === team.url;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 

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

@@ -17,6 +17,7 @@ import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
 import { SignatureIcon } from '@documenso/ui/icons/signature';
@@ -48,7 +49,7 @@ export const DocumentPageViewRecipients = ({
           <Trans>Recipients</Trans>
         </h1>
 
-        {document.status !== DocumentStatus.COMPLETED && (
+        {!isDocumentCompleted(document.status) && (
           <Link
             to={`${documentRootPath}/${document.id}/edit?step=signers`}
             title={_(msg`Modify recipients`)}

apps/remix/app/components/general/document/document-status.tsx

@@ -3,7 +3,7 @@ import type { HTMLAttributes } from 'react';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File } from 'lucide-react';
+import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 
 import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
@@ -36,6 +36,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: File,
     color: 'text-yellow-500 dark:text-yellow-200',
   },
+  REJECTED: {
+    label: msg`Rejected`,
+    labelExtended: msg`Document rejected`,
+    icon: XCircle,
+    color: 'text-red-500 dark:text-red-300',
+  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

apps/remix/app/components/general/generic-error-layout.tsx

@@ -62,7 +62,7 @@ export const GenericErrorLayout = ({
   const team = useOptionalCurrentTeam();
 
   const { subHeading, heading, message } =
-    errorCodeMap[errorCode || 404] ?? defaultErrorCodeMap[500];
+    errorCodeMap[errorCode || 500] ?? defaultErrorCodeMap[500];
 
   return (
     <div className="fixed inset-0 z-0 flex h-screen w-screen items-center justify-center">

apps/remix/app/components/general/refresh-on-focus.tsx

@@ -2,6 +2,9 @@ import { useCallback, useEffect } from 'react';
 
 import { useRevalidator } from 'react-router';
 
+/**
+ * Not really used anymore, this causes random 500s when the user refreshes while this occurs.
+ */
 export const RefreshOnFocus = () => {
   const { revalidate, state } = useRevalidator();
 

apps/remix/app/components/general/template/template-edit-form.tsx

@@ -15,7 +15,7 @@ import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-fields';
 import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
@@ -236,7 +236,7 @@ export const TemplateEditForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer
+          <PDFViewer
             key={templateDocumentData.id}
             documentData={templateDocumentData}
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}

apps/remix/app/components/tables/documents-table-action-button.tsx

@@ -9,6 +9,7 @@ import { match } from 'ts-pattern';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
@@ -37,7 +38,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const isRecipient = !!recipient;
   const isDraft = row.status === DocumentStatus.DRAFT;
   const isPending = row.status === DocumentStatus.PENDING;
-  const isComplete = row.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(row.status);
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
   const isCurrentTeamDocument = team && row.team?.url === team.url;

apps/remix/app/components/tables/documents-table-action-dropdown.tsx

@@ -22,6 +22,7 @@ import { Link } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -47,9 +48,13 @@ export type DocumentsTableActionDropdownProps = {
     recipients: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
+  onMoveDocument?: () => void;
 };
 
-export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdownProps) => {
+export const DocumentsTableActionDropdown = ({
+  row,
+  onMoveDocument,
+}: DocumentsTableActionDropdownProps) => {
   const { user } = useSession();
   const team = useOptionalCurrentTeam();
 
@@ -66,7 +71,7 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
   // const isRecipient = !!recipient;
   const isDraft = row.status === DocumentStatus.DRAFT;
   const isPending = row.status === DocumentStatus.PENDING;
-  const isComplete = row.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(row.status);
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const isCurrentTeamDocument = team && row.team?.url === team.url;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
@@ -164,6 +169,13 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
           </DropdownMenuItem>
         )}
 
+        {onMoveDocument && (
+          <DropdownMenuItem onClick={onMoveDocument} onSelect={(e) => e.preventDefault()}>
+            <MoveRight className="mr-2 h-4 w-4" />
+            <Trans>Move to Folder</Trans>
+          </DropdownMenuItem>
+        )}
+
         {/* No point displaying this if there's no functionality. */}
         {/* <DropdownMenuItem disabled>
           <XCircle className="mr-2 h-4 w-4" />

apps/remix/app/components/tables/documents-table.tsx

@@ -9,8 +9,8 @@ import { match } from 'ts-pattern';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import type { TFindDocumentsResponse } from '@documenso/trpc/server/document-router/schema';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
@@ -29,11 +29,17 @@ export type DocumentsTableProps = {
   data?: TFindDocumentsResponse;
   isLoading?: boolean;
   isLoadingError?: boolean;
+  onMoveDocument?: (documentId: number) => void;
 };
 
 type DocumentsTableRow = TFindDocumentsResponse['data'][number];
 
-export const DocumentsTable = ({ data, isLoading, isLoadingError }: DocumentsTableProps) => {
+export const DocumentsTable = ({
+  data,
+  isLoading,
+  isLoadingError,
+  onMoveDocument,
+}: DocumentsTableProps) => {
   const { _, i18n } = useLingui();
 
   const team = useOptionalCurrentTeam();
@@ -77,15 +83,18 @@ export const DocumentsTable = ({ data, isLoading, isLoadingError }: DocumentsTab
       {
         header: _(msg`Actions`),
         cell: ({ row }) =>
-          (!row.original.deletedAt || row.original.status === ExtendedDocumentStatus.COMPLETED) && (
+          (!row.original.deletedAt || isDocumentCompleted(row.original.status)) && (
             <div className="flex items-center gap-x-4">
               <DocumentsTableActionButton row={row.original} />
-              <DocumentsTableActionDropdown row={row.original} />
+              <DocumentsTableActionDropdown
+                row={row.original}
+                onMoveDocument={onMoveDocument ? () => onMoveDocument(row.original.id) : undefined}
+              />
             </div>
           ),
       },
     ] satisfies DataTableColumnDef<DocumentsTableRow>[];
-  }, [team]);
+  }, [team, onMoveDocument, _, i18n]);
 
   const onPaginationChange = (page: number, perPage: number) => {
     startTransition(() => {

apps/remix/app/entry.client.tsx

@@ -17,6 +17,7 @@ function PosthogInit() {
     if (postHogConfig) {
       posthog.init(postHogConfig.key, {
         api_host: postHogConfig.host,
+        capture_exceptions: true,
       });
     }
   }, []);

apps/remix/app/root.tsx

@@ -27,7 +27,6 @@ import { TooltipProvider } from '@documenso/ui/primitives/tooltip';
 import type { Route } from './+types/root';
 import stylesheet from './app.css?url';
 import { GenericErrorLayout } from './components/general/generic-error-layout';
-import { RefreshOnFocus } from './components/general/refresh-on-focus';
 import { langCookie } from './storage/lang-cookie.server';
 import { themeSessionResolver } from './storage/theme-session.server';
 import { appMetaTags } from './utils/meta';
@@ -159,8 +158,6 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
         <ScrollRestoration />
         <Scripts />
 
-        <RefreshOnFocus />
-
         <script
           dangerouslySetInnerHTML={{
             __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,

apps/remix/app/routes/_authenticated+/_layout.tsx

@@ -20,7 +20,7 @@ import type { Route } from './+types/_layout';
  */
 export const shouldRevalidate = () => false;
 
-export const loader = async ({ request }: Route.LoaderArgs) => {
+export async function loader({ request }: Route.LoaderArgs) {
   const requestHeaders = Object.fromEntries(request.headers.entries());
 
   const session = await getOptionalSession(request);
@@ -40,7 +40,7 @@ export const loader = async ({ request }: Route.LoaderArgs) => {
     banner,
     limits,
   };
-};
+}
 
 export default function Layout({ loaderData }: Route.ComponentProps) {
   const { user, teams } = useSession();

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

@@ -103,7 +103,9 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
                 variant="outline"
                 loading={isResealDocumentLoading}
                 disabled={document.recipients.some(
-                  (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
+                  (recipient) =>
+                    recipient.signingStatus !== SigningStatus.SIGNED &&
+                    recipient.signingStatus !== SigningStatus.REJECTED,
                 )}
                 onClick={() => resealDocument({ id: document.id })}
               >

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

@@ -16,7 +16,7 @@ import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
 import { DocumentHistorySheet } from '~/components/general/document/document-history-sheet';
 import { DocumentPageViewButton } from '~/components/general/document/document-page-view-button';
@@ -196,7 +196,7 @@ export default function DocumentPage() {
           gradient
         >
           <CardContent className="p-2">
-            <LazyPDFViewer document={document} key={documentData.id} documentData={documentData} />
+            <PDFViewer document={document} key={documentData.id} documentData={documentData} />
           </CardContent>
         </Card>
 
@@ -220,6 +220,9 @@ export default function DocumentPage() {
                   .with(DocumentStatus.COMPLETED, () => (
                     <Trans>This document has been signed by all recipients</Trans>
                   ))
+                  .with(DocumentStatus.REJECTED, () => (
+                    <Trans>This document has been rejected by a recipient</Trans>
+                  ))
                   .with(DocumentStatus.DRAFT, () => (
                     <Trans>This document is currently a draft and has not been sent</Trans>
                   ))

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

@@ -1,5 +1,5 @@
 import { Plural, Trans } from '@lingui/react/macro';
-import { DocumentStatus as InternalDocumentStatus, TeamMemberRole } from '@prisma/client';
+import { TeamMemberRole } from '@prisma/client';
 import { ChevronLeft, Users2 } from 'lucide-react';
 import { Link, redirect } from 'react-router';
 import { match } from 'ts-pattern';
@@ -9,6 +9,7 @@ import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-ent
 import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
 import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 
 import { DocumentEditForm } from '~/components/general/document/document-edit-form';
@@ -71,7 +72,7 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
-  if (document.status === InternalDocumentStatus.COMPLETED) {
+  if (isDocumentCompleted(document.status)) {
     throw redirect(`${documentRootPath}/${documentId}`);
   }
 

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

@@ -129,7 +129,7 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
         <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"
@@ -137,7 +137,8 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           >
             {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
@@ -145,16 +146,15 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
               className="text-muted-foreground"
             />
           </div>
-        </div>
+          <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DocumentCertificateDownloadButton
+              className="mr-2"
+              documentId={document.id}
+              documentStatus={document.status}
+            />
 
-        <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DocumentAuditLogDownloadButton documentId={document.id} />
-          <DocumentCertificateDownloadButton
+          </div>
-            className="mr-2"
-            documentId={document.id}
-            documentStatus={document.status}
-          />
-
-          <DocumentAuditLogDownloadButton documentId={document.id} />
         </div>
       </div>
 
@@ -163,7 +163,7 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           {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/remix/app/routes/_authenticated+/documents._index.tsx

@@ -50,6 +50,7 @@ export default function DocumentsPage() {
     [ExtendedDocumentStatus.DRAFT]: 0,
     [ExtendedDocumentStatus.PENDING]: 0,
     [ExtendedDocumentStatus.COMPLETED]: 0,
+    [ExtendedDocumentStatus.REJECTED]: 0,
     [ExtendedDocumentStatus.INBOX]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   });

apps/remix/app/routes/_authenticated+/settings+/billing.tsx

@@ -16,6 +16,7 @@ import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscriptio
 import { BillingPlans } from '~/components/general/billing-plans';
 import { BillingPortalButton } from '~/components/general/billing-portal-button';
 import { appMetaTags } from '~/utils/meta';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
 
 import type { Route } from './+types/billing';
 
@@ -62,17 +63,17 @@ export async function loader({ request }: Route.LoaderArgs) {
   const isMissingOrInactiveOrFreePlan =
     !subscription || subscription.status === SubscriptionStatus.INACTIVE;
 
-  return {
+  return superLoaderJson({
     prices,
     subscription,
     subscriptionProductName: subscriptionProduct?.name,
     isMissingOrInactiveOrFreePlan,
-  };
+  });
 }
 
-export default function TeamsSettingBillingPage({ loaderData }: Route.ComponentProps) {
+export default function TeamsSettingBillingPage() {
   const { prices, subscription, subscriptionProductName, isMissingOrInactiveOrFreePlan } =
-    loaderData;
+    useSuperLoaderData<typeof loader>();
 
   const { i18n } = useLingui();
 

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

@@ -14,6 +14,7 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { SettingsHeader } from '~/components/general/settings-header';
 import { TeamBillingPortalButton } from '~/components/general/teams/team-billing-portal-button';
 import { TeamSettingsBillingInvoicesTable } from '~/components/tables/team-settings-billing-invoices-table';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
 
 import type { Route } from './+types/settings.billing';
 
@@ -31,16 +32,16 @@ export async function loader({ request, params }: Route.LoaderArgs) {
     teamSubscription = await stripe.subscriptions.retrieve(team.subscription.planId);
   }
 
-  return {
+  return superLoaderJson({
     team,
     teamSubscription,
-  };
+  });
 }
 
-export default function TeamsSettingBillingPage({ loaderData }: Route.ComponentProps) {
+export default function TeamsSettingBillingPage() {
   const { _ } = useLingui();
 
-  const { team, teamSubscription } = loaderData;
+  const { team, teamSubscription } = useSuperLoaderData<typeof loader>();
 
   const canManageBilling = canExecuteTeamAction('MANAGE_BILLING', team.currentTeamMember.role);
 

apps/remix/app/routes/_authenticated+/templates.$id._index.tsx

@@ -9,7 +9,7 @@ import { getTemplateById } from '@documenso/lib/server-only/template/get-templat
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
 import { TemplateBulkSendDialog } from '~/components/dialogs/template-bulk-send-dialog';
 import { TemplateDirectLinkDialogWrapper } from '~/components/dialogs/template-direct-link-dialog-wrapper';
@@ -144,11 +144,7 @@ export default function TemplatePage() {
           gradient
         >
           <CardContent className="p-2">
-            <LazyPDFViewer
+            <PDFViewer document={template} key={template.id} documentData={templateDocumentData} />
-              document={template}
-              key={template.id}
-              documentData={templateDocumentData}
-            />
           </CardContent>
         </Card>
 

apps/remix/app/routes/_index.tsx

@@ -1,14 +1,47 @@
 import { redirect } from 'react-router';
 
+import { extractCookieFromHeaders } from '@documenso/auth/server/lib/utils/cookies';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { ZTeamUrlSchema } from '@documenso/trpc/server/team-router/schema';
 
 import type { Route } from './+types/_index';
 
 export async function loader({ request }: Route.LoaderArgs) {
-  const { isAuthenticated } = await getOptionalSession(request);
+  const session = await getOptionalSession(request);
 
-  if (isAuthenticated) {
+  if (session.isAuthenticated) {
-    throw redirect('/documents');
+    const teamUrlCookie = extractCookieFromHeaders('preferred-team-url', request.headers);
+
+    const referrer = request.headers.get('referer');
+    let isReferrerFromTeamUrl = false;
+
+    if (referrer) {
+      const referrerUrl = new URL(referrer);
+
+      if (referrerUrl.pathname.startsWith('/t/')) {
+        isReferrerFromTeamUrl = true;
+      }
+    }
+
+    const preferredTeamUrl =
+      teamUrlCookie && ZTeamUrlSchema.safeParse(teamUrlCookie).success ? teamUrlCookie : undefined;
+
+    // Early return for no preferred team.
+    if (!preferredTeamUrl || isReferrerFromTeamUrl) {
+      throw redirect('/documents');
+    }
+
+    const teams = await getTeams({ userId: session.user.id });
+
+    const currentTeam = teams.find((team) => team.url === preferredTeamUrl);
+
+    if (!currentTeam) {
+      throw redirect('/documents');
+    }
+
+    throw redirect(formatDocumentsPath(currentTeam.url));
   }
 
   throw redirect('/signin');

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

@@ -1,6 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { FieldType } from '@prisma/client';
+import { FieldType, SigningStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { redirect } from 'react-router';
 import { match } from 'ts-pattern';
@@ -159,6 +159,13 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
           log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED &&
           log.data.recipientId === recipientId,
       ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED
+      ].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED &&
+          log.data.recipientId === recipientId,
+      ),
     };
   };
 
@@ -282,25 +289,42 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                           </span>
                         </p>
 
-                        <p className="text-muted-foreground text-sm print:text-xs">
+                        {logs.DOCUMENT_RECIPIENT_REJECTED[0] ? (
-                          <span className="font-medium">{_(msg`Signed`)}:</span>{' '}
+                          <p className="text-muted-foreground text-sm print:text-xs">
-                          <span className="inline-block">
+                            <span className="font-medium">{_(msg`Rejected`)}:</span>{' '}
-                            {logs.DOCUMENT_RECIPIENT_COMPLETED[0]
+                            <span className="inline-block">
-                              ? DateTime.fromJSDate(logs.DOCUMENT_RECIPIENT_COMPLETED[0].createdAt)
+                              {logs.DOCUMENT_RECIPIENT_REJECTED[0]
-                                  .setLocale(APP_I18N_OPTIONS.defaultLocale)
+                                ? DateTime.fromJSDate(logs.DOCUMENT_RECIPIENT_REJECTED[0].createdAt)
-                                  .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
+                                    .setLocale(APP_I18N_OPTIONS.defaultLocale)
-                              : _(msg`Unknown`)}
+                                    .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
-                          </span>
+                                : _(msg`Unknown`)}
-                        </p>
+                            </span>
+                          </p>
+                        ) : (
+                          <p className="text-muted-foreground text-sm print:text-xs">
+                            <span className="font-medium">{_(msg`Signed`)}:</span>{' '}
+                            <span className="inline-block">
+                              {logs.DOCUMENT_RECIPIENT_COMPLETED[0]
+                                ? DateTime.fromJSDate(
+                                    logs.DOCUMENT_RECIPIENT_COMPLETED[0].createdAt,
+                                  )
+                                    .setLocale(APP_I18N_OPTIONS.defaultLocale)
+                                    .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
+                                : _(msg`Unknown`)}
+                            </span>
+                          </p>
+                        )}
 
                         <p className="text-muted-foreground text-sm print:text-xs">
                           <span className="font-medium">{_(msg`Reason`)}:</span>{' '}
                           <span className="inline-block">
-                            {_(
+                            {recipient.signingStatus === SigningStatus.REJECTED
-                              isOwner(recipient.email)
+                              ? recipient.rejectionReason
-                                ? FRIENDLY_SIGNING_REASONS['__OWNER__']
+                              : _(
-                                : FRIENDLY_SIGNING_REASONS[recipient.role],
+                                  isOwner(recipient.email)
-                            )}
+                                    ? FRIENDLY_SIGNING_REASONS['__OWNER__']
+                                    : FRIENDLY_SIGNING_REASONS[recipient.role],
+                                )}
                           </span>
                         </p>
                       </div>

apps/remix/app/routes/_profile+/_layout.tsx

@@ -4,7 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
 import { PlusIcon } from 'lucide-react';
 import { ChevronLeft } from 'lucide-react';
-import { Link, Outlet } from 'react-router';
+import { Link, Outlet, isRouteErrorResponse } from 'react-router';
 
 import LogoIcon from '@documenso/assets/logo_icon.png';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
@@ -16,6 +16,8 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { appMetaTags } from '~/utils/meta';
 
+import type { Route } from './+types/_layout';
+
 export function meta() {
   return appMetaTags('Profile');
 }
@@ -96,7 +98,9 @@ export default function PublicProfileLayout() {
   );
 }
 
-export function ErrorBoundary() {
+export function ErrorBoundary({ error }: Route.ErrorBoundaryProps) {
+  const errorCode = isRouteErrorResponse(error) ? error.status : 500;
+
   const errorCodeMap = {
     404: {
       subHeading: msg`404 Profile not found`,
@@ -107,6 +111,7 @@ export function ErrorBoundary() {
 
   return (
     <GenericErrorLayout
+      errorCode={errorCode}
       errorCodeMap={errorCodeMap}
       secondaryButton={null}
       primaryButton={

apps/remix/app/routes/_recipient+/_layout.tsx

@@ -1,6 +1,6 @@
 import { Trans } from '@lingui/react/macro';
 import { ChevronLeft } from 'lucide-react';
-import { Link, Outlet } from 'react-router';
+import { Link, Outlet, isRouteErrorResponse } from 'react-router';
 
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
@@ -8,6 +8,8 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Header as AuthenticatedHeader } from '~/components/general/app-header';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 
+import type { Route } from './+types/_layout';
+
 /**
  * A layout to handle scenarios where the user is a recipient of a given resource
  * where we do not care whether they are authenticated or not.
@@ -30,9 +32,12 @@ export default function RecipientLayout() {
   );
 }
 
-export function ErrorBoundary() {
+export function ErrorBoundary({ error }: Route.ErrorBoundaryProps) {
+  const errorCode = isRouteErrorResponse(error) ? error.status : 500;
+
   return (
     <GenericErrorLayout
+      errorCode={errorCode}
       secondaryButton={null}
       primaryButton={
         <Button asChild className="w-32">

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

@@ -160,7 +160,7 @@ export default function SigningPage() {
     recipientWithFields,
   } = data;
 
-  if (document.deletedAt) {
+  if (document.deletedAt || document.status === DocumentStatus.REJECTED) {
     return (
       <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-16 xl:pt-24">
         <SigningCard3D

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

@@ -17,6 +17,7 @@ import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-f
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { env } from '@documenso/lib/utils/env';
 import DocumentDialog from '@documenso/ui/components/document/document-dialog';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
@@ -205,12 +206,12 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
           <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
             <DocumentShareButton documentId={document.id} token={recipient.token} />
 
-            {document.status === DocumentStatus.COMPLETED ? (
+            {isDocumentCompleted(document.status) ? (
               <DocumentDownloadButton
                 className="flex-1"
                 fileName={document.title}
                 documentData={document.documentData}
-                disabled={document.status !== DocumentStatus.COMPLETED}
+                disabled={!isDocumentCompleted(document.status)}
               />
             ) : (
               <DocumentDialog
@@ -268,7 +269,7 @@ export const PollUntilDocumentCompleted = ({ document }: PollUntilDocumentComple
   const { revalidate } = useRevalidator();
 
   useEffect(() => {
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return;
     }
 

apps/remix/app/routes/_redirects+/ingest.$.tsx

@@ -19,18 +19,30 @@ const posthogProxy = async (request: Request) => {
   const headers = new Headers(request.headers);
   headers.set('host', hostname);
 
-  const response = await fetch(newUrl, {
+  const fetchOptions: RequestInit = {
     method: request.method,
     headers,
-    body: request.body,
+    redirect: 'follow',
-    // @ts-expect-error - Not really sure about this
+  };
-    duplex: 'half',
+
-  });
+  if (!['GET', 'HEAD'].includes(request.method)) {
+    fetchOptions.body = request.body;
+    // @ts-expect-error - It should exist
+    fetchOptions.duplex = 'half';
+  }
+
+  const response = await fetch(newUrl, fetchOptions);
+
+  const responseHeaders = new Headers(response.headers);
+  responseHeaders.delete('content-encoding');
+  responseHeaders.delete('content-length');
+  responseHeaders.delete('transfer-encoding');
+  responseHeaders.delete('cookie');
 
   return new Response(response.body, {
     status: response.status,
     statusText: response.statusText,
-    headers: response.headers,
+    headers: responseHeaders,
   });
 };
 

apps/remix/app/routes/embed+/direct.$url.tsx

@@ -145,7 +145,9 @@ export default function EmbedDirectTemplatePage() {
             recipient={recipient}
             fields={fields}
             metadata={template.templateMeta}
-            hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+            hidePoweredBy={
+              isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+            }
             allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           />
         </DocumentSigningRecipientProvider>

apps/remix/app/routes/embed+/sign.$url.tsx

@@ -1,4 +1,4 @@
-import { DocumentStatus, RecipientRole } from '@prisma/client';
+import { RecipientRole } from '@prisma/client';
 import { data } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -14,6 +14,7 @@ import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-re
 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 { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 
 import { EmbedSignDocumentClientPage } from '~/components/embed/embed-document-signing-page';
@@ -168,8 +169,10 @@ export default function EmbedSignDocumentPage() {
           recipient={recipient}
           fields={fields}
           metadata={document.documentMeta}
-          isCompleted={document.status === DocumentStatus.COMPLETED}
+          isCompleted={isDocumentCompleted(document.status)}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+          hidePoweredBy={
+            isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+          }
           allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           allRecipients={allRecipients}
         />

apps/remix/app/storage/theme-session.server.ts

@@ -12,6 +12,7 @@ const themeSessionStorage = createCookieSessionStorage({
     secrets: ['insecure-secret-do-not-care'],
     secure: useSecureCookies,
     domain: getCookieDomain(),
+    maxAge: 60 * 60 * 24 * 365,
   },
 });
 

apps/remix/app/types/empty-module.ts

@@ -0,0 +1 @@
+export default {};

apps/remix/package.json

@@ -49,8 +49,8 @@
     "luxon": "^3.4.0",
     "papaparse": "^5.4.1",
     "plausible-tracker": "^0.3.9",
-    "posthog-js": "^1.223.3",
+    "posthog-js": "^1.224.0",
-    "posthog-node": "^4.7.0",
+    "posthog-node": "^4.8.1",
     "react": "^18",
     "react-call": "^1.3.0",
     "react-dom": "^18",
@@ -76,7 +76,7 @@
     "@babel/preset-typescript": "^7.26.0",
     "@lingui/babel-plugin-lingui-macro": "^5.2.0",
     "@lingui/vite-plugin": "^5.2.0",
-    "@react-router/dev": "^7.1.1",
+    "@react-router/dev": "^7.1.5",
     "@react-router/remix-routes-option-adapter": "^7.1.5",
     "@rollup/plugin-babel": "^6.0.4",
     "@rollup/plugin-commonjs": "^28.0.2",

apps/remix/server/middleware.ts

@@ -0,0 +1,75 @@
+import type { Context, Next } from 'hono';
+import { deleteCookie, setCookie } from 'hono/cookie';
+
+import { AppDebugger } from '@documenso/lib/utils/debugger';
+
+const debug = new AppDebugger('Middleware');
+
+/**
+ * Middleware for initial page loads.
+ *
+ * You won't be able to easily handle sequential page loads because they will be
+ * called under `path.data`
+ *
+ * Example an initial page load would be `/documents` then if the user click templates
+ * the path here would be `/templates.data`.
+ */
+export const appMiddleware = async (c: Context, next: Next) => {
+  const { req } = c;
+  const { path } = req;
+
+  // Paths to ignore.
+  if (nonPagePathRegex.test(path)) {
+    return next();
+  }
+
+  // PRE-HANDLER CODE: Place code here to execute BEFORE the route handler runs.
+
+  await next();
+
+  // POST-HANDLER CODE: Place code here to execute AFTER the route handler completes.
+  // This is useful for:
+  // - Setting cookies
+  // - Any operations that should happen after all route handlers but before sending the response
+
+  debug.log('Path', path);
+
+  const pathname = path.replace('.data', '');
+  const referrer = c.req.header('referer');
+  const referrerUrl = referrer ? new URL(referrer) : null;
+  const referrerPathname = referrerUrl ? referrerUrl.pathname : null;
+
+  // Whether to reset the preferred team url cookie if the user accesses a non team page from a team page.
+  const resetPreferredTeamUrl =
+    referrerPathname &&
+    referrerPathname.startsWith('/t/') &&
+    (!pathname.startsWith('/t/') || pathname === '/');
+
+  // Set the preferred team url cookie if user accesses a team page.
+  if (pathname.startsWith('/t/')) {
+    debug.log('Setting preferred team url cookie');
+
+    setCookie(c, 'preferred-team-url', pathname.split('/')[2], {
+      sameSite: 'lax',
+    });
+
+    return;
+  }
+
+  // Clear preferred team url cookie if user accesses a non team page from a team page.
+  if (resetPreferredTeamUrl || pathname === '/documents') {
+    debug.log('Deleting preferred team url cookie');
+
+    deleteCookie(c, 'preferred-team-url');
+
+    return;
+  }
+};
+
+// This regex matches any path that:
+// 1. Starts with /api/, /ingest/, /__manifest/, or /assets/
+// 2. Starts with /apple- (like /apple-touch-icon.png)
+// 3. Starts with /favicon (like /favicon.ico)
+// The ^ ensures matching from the beginning of the string
+// The | acts as OR operator between different patterns
+const nonPagePathRegex = /^(\/api\/|\/ingest\/|\/__manifest|\/assets\/|\/apple-.*|\/favicon.*)/;

apps/remix/server/router.ts

@@ -9,6 +9,7 @@ import { openApiDocument } from '@documenso/trpc/server/open-api';
 
 import { filesRoute } from './api/files';
 import { type AppContext, appContext } from './context';
+import { appMiddleware } from './middleware';
 import { openApiTrpcServerHandler } from './trpc/hono-trpc-open-api';
 import { reactRouterTrpcServer } from './trpc/hono-trpc-remix';
 
@@ -26,6 +27,11 @@ const app = new Hono<HonoEnv>();
 app.use(contextStorage());
 app.use(appContext);
 
+/**
+ * RR7 app middleware.
+ */
+app.use('*', appMiddleware);
+
 // Auth server.
 app.route('/api/auth', auth);
 

apps/remix/vite.config.ts

@@ -46,6 +46,7 @@ export default defineConfig({
       https: 'node:https',
       '.prisma/client/default': '../../node_modules/.prisma/client/default.js',
       '.prisma/client/index-browser': '../../node_modules/.prisma/client/index-browser.js',
+      canvas: './app/types/empty-module.ts',
     },
   },
   /**

lingui.config.ts

@@ -1,4 +1,6 @@
+import { defineConfig } from '@lingui/cli';
 import type { LinguiConfig } from '@lingui/conf';
+import { formatter } from '@lingui/format-po';
 
 import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
 
@@ -14,6 +16,7 @@ const config: LinguiConfig = {
     },
   ],
   compileNamespace: 'es',
+  format: formatter({ lineNumbers: false }),
 };
 
 export default config;

package-lock.json

@@ -131,8 +131,8 @@
         "luxon": "^3.4.0",
         "papaparse": "^5.4.1",
         "plausible-tracker": "^0.3.9",
-        "posthog-js": "^1.223.3",
+        "posthog-js": "^1.224.0",
-        "posthog-node": "^4.7.0",
+        "posthog-node": "^4.8.1",
         "react": "^18",
         "react-call": "^1.3.0",
         "react-dom": "^18",
@@ -158,7 +158,7 @@
         "@babel/preset-typescript": "^7.26.0",
         "@lingui/babel-plugin-lingui-macro": "^5.2.0",
         "@lingui/vite-plugin": "^5.2.0",
-        "@react-router/dev": "^7.1.1",
+        "@react-router/dev": "^7.1.5",
         "@react-router/remix-routes-option-adapter": "^7.1.5",
         "@rollup/plugin-babel": "^6.0.4",
         "@rollup/plugin-commonjs": "^28.0.2",
@@ -902,9 +902,9 @@
       }
     },
     "apps/remix/node_modules/posthog-node": {
-      "version": "4.7.0",
+      "version": "4.8.1",
-      "resolved": "https://registry.npmjs.org/posthog-node/-/posthog-node-4.7.0.tgz",
+      "resolved": "https://registry.npmjs.org/posthog-node/-/posthog-node-4.8.1.tgz",
-      "integrity": "sha512-RgdUKSW8MfMOkjUa8cYVqWndNjPePNuuxlGbrZC6z1WRBsVc6TdGl8caidmC10RW8mu/BOfmrGbP4cRTo2jARg==",
+      "integrity": "sha512-ApMEC1+DbctP/88+VhaCl8SRKpIoReibMf7Mb3rxw3yMthr1rKaM4opbHdZJ0buLhwS5zX8B2ckqLjpwpSjRPg==",
       "license": "MIT",
       "dependencies": {
         "axios": "^1.7.4"
@@ -31060,9 +31060,9 @@
       "license": "MIT"
     },
     "node_modules/posthog-js": {
-      "version": "1.223.3",
+      "version": "1.224.0",
-      "resolved": "https://registry.npmjs.org/posthog-js/-/posthog-js-1.223.3.tgz",
+      "resolved": "https://registry.npmjs.org/posthog-js/-/posthog-js-1.224.0.tgz",
-      "integrity": "sha512-ZQTc17M21IzkQmECJa2Xjont4tZrvIn252uGT3sTfmahTqZoW4j+kBj4eOJt9SNR6hOheFNkg7MSiI/rA6FaDA==",
+      "integrity": "sha512-JT1XQQeYs0CKb4lU2vujmeLTDLWc61I5lT7d6oG/H/cnCpXAqBi5rMuCFFeotHeMy3hqJ/Tpu3eAPFE2p5ErHA==",
       "license": "MIT",
       "dependencies": {
         "core-js": "^3.38.1",
@@ -41567,6 +41567,7 @@
         "pdf-lib": "^1.17.1",
         "pg": "^8.11.3",
         "playwright": "1.43.0",
+        "posthog-js": "^1.224.0",
         "react": "^18",
         "remeda": "^2.17.3",
         "sharp": "0.32.6",

package.json

@@ -14,7 +14,7 @@
     "prepare": "husky && husky install || true",
     "commitlint": "commitlint --edit",
     "clean": "turbo run clean && rimraf node_modules",
-    "d": "npm run dx && npm run dev",
+    "d": "npm run dx && npm run translate:compile && npm run dev",
     "dx": "npm i && npm run dx:up && npm run prisma:migrate-dev && npm run prisma:seed",
     "dx:up": "docker compose -f docker/development/compose.yml up -d",
     "dx:down": "docker compose -f docker/development/compose.yml down",
@@ -80,4 +80,4 @@
   "trigger.dev": {
     "endpointId": "documenso-app"
   }
-}
+}

packages/api/hono.ts

@@ -1,4 +1,4 @@
-import { fetchRequestHandler } from '@ts-rest/serverless/fetch';
+import { TsRestHttpError, fetchRequestHandler } from '@ts-rest/serverless/fetch';
 import { Hono } from 'hono';
 
 import { ApiContractV1 } from '@documenso/api/v1/contract';
@@ -29,6 +29,12 @@ tsRestHonoApp.mount('/', async (request) => {
     request,
     contract: ApiContractV1,
     router: ApiContractV1Implementation,
-    options: {},
+    options: {
+      errorHandler: (err) => {
+        if (err instanceof TsRestHttpError && err.statusCode === 500) {
+          console.error(err);
+        }
+      },
+    },
   });
 });

packages/api/v1/implementation.ts

@@ -1,3 +1,5 @@
+import type { Prisma } from '@prisma/client';
+import { DocumentDataType, SigningStatus, TeamMemberRole } from '@prisma/client';
 import { tsr } from '@ts-rest/serverless/fetch';
 import { match } from 'ts-pattern';
 
@@ -48,15 +50,9 @@ import {
   getPresignGetUrl,
   getPresignPostUrl,
 } from '@documenso/lib/universal/upload/server-actions';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import type { Prisma } from '@documenso/prisma/client';
-import {
-  DocumentDataType,
-  DocumentStatus,
-  SigningStatus,
-  TeamMemberRole,
-} from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
 import { authenticatedMiddleware } from './middleware/authenticated';
@@ -181,7 +177,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         };
       }
 
-      if (document.status !== DocumentStatus.COMPLETED) {
+      if (!isDocumentCompleted(document.status)) {
         return {
           status: 400,
           body: {
@@ -585,6 +581,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         userId: user.id,
         teamId: team?.id,
         recipients: body.recipients,
+        prefillFields: body.prefillFields,
         override: {
           title: body.title,
           ...body.meta,
@@ -673,7 +670,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         };
       }
 
-      if (document.status === DocumentStatus.COMPLETED) {
+      if (isDocumentCompleted(document.status)) {
         return {
           status: 400,
           body: {
@@ -776,7 +773,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -867,7 +864,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -926,7 +923,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -991,7 +988,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: { message: 'Document is already completed' },
@@ -1153,7 +1150,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -1241,7 +1238,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {

packages/api/v1/middleware/authenticated.ts

@@ -1,10 +1,10 @@
+import type { Team, User } from '@prisma/client';
 import type { TsRestRequest } from '@ts-rest/serverless';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { extractRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import type { Team, User } from '@documenso/prisma/client';
 
 type B = {
   // appRoute: any;

packages/api/v1/schema.ts

@@ -1,4 +1,16 @@
 import { extendZodWithOpenApi } from '@anatine/zod-openapi';
+import {
+  DocumentDataType,
+  DocumentDistributionMethod,
+  DocumentSigningOrder,
+  FieldType,
+  ReadStatus,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+  TeamMemberRole,
+  TemplateType,
+} from '@prisma/client';
 import { z } from 'zod';
 
 import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
@@ -11,19 +23,7 @@ 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,
-  DocumentSigningOrder,
-  FieldType,
-  ReadStatus,
-  RecipientRole,
-  SendStatus,
-  SigningStatus,
-  TeamMemberRole,
-  TemplateType,
-} from '@documenso/prisma/client';
 
 extendZodWithOpenApi(z);
 
@@ -96,7 +96,7 @@ export const ZSendDocumentForSigningMutationSchema = z
         'Whether to send completion emails when the document is fully signed. This will override the document email settings.',
     }),
   })
-  .or(z.literal('').transform(() => ({ sendEmail: true, sendCompletionEmails: undefined })));
+  .or(z.any().transform(() => ({ sendEmail: true, sendCompletionEmails: undefined })));
 
 export type TSendDocumentForSigningMutationSchema = typeof ZSendDocumentForSigningMutationSchema;
 
@@ -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/team-user-management.spec.ts

@@ -1,4 +1,5 @@
 import { expect, test } from '@playwright/test';
+import { TeamMemberRole } from '@prisma/client';
 
 import {
   ZFindTeamMembersResponseSchema,
@@ -10,7 +11,6 @@ import {
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { prisma } from '@documenso/prisma';
-import { TeamMemberRole } from '@documenso/prisma/client';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 

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

@@ -0,0 +1,614 @@
+import { expect, test } from '@playwright/test';
+
+import { NEXT_PUBLIC_WEBAPP_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';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+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 +1,602 @@
+import { expect, test } from '@playwright/test';
+
+import { NEXT_PUBLIC_WEBAPP_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';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+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-auth/action-auth.spec.ts

@@ -1,11 +1,11 @@
 import { expect, test } from '@playwright/test';
+import { FieldType } from '@prisma/client';
 
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import {
   createDocumentAuthOptions,
   createRecipientAuthOptions,
 } from '@documenso/lib/utils/document-auth';
-import { FieldType } from '@documenso/prisma/client';
 import {
   seedPendingDocumentNoFields,
   seedPendingDocumentWithFullFields,

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

@@ -1,16 +1,16 @@
 import { expect, test } from '@playwright/test';
-import { DateTime } from 'luxon';
-import path from 'node:path';
-
-import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
-import { prisma } from '@documenso/prisma';
 import {
   DocumentSigningOrder,
   DocumentStatus,
   FieldType,
   RecipientRole,
   SigningStatus,
-} from '@documenso/prisma/client';
+} from '@prisma/client';
+import { DateTime } from 'luxon';
+import path from 'node:path';
+
+import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
+import { prisma } from '@documenso/prisma';
 import {
   seedBlankDocument,
   seedPendingDocumentWithFullFields,
@@ -377,7 +377,9 @@ 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();
@@ -447,7 +449,7 @@ 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();
 

packages/app-tests/e2e/features/include-document-certificate.spec.ts

@@ -1,10 +1,10 @@
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, FieldType } from '@prisma/client';
 import { PDFDocument } from 'pdf-lib';
 
 import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, FieldType } from '@documenso/prisma/client';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';

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

@@ -1,6 +1,6 @@
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, TeamMemberRole } from '@prisma/client';
 
-import { DocumentStatus, TeamMemberRole } from '@documenso/prisma/client';
 import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documents';
 import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';

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

@@ -1,6 +1,6 @@
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@prisma/client';
 
-import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
 import { seedBlankDocument } from '@documenso/prisma/seed/documents';
 import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documents';
 import { seedTeam, seedTeamEmail, seedTeamMember } from '@documenso/prisma/seed/teams';

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

@@ -1,7 +1,7 @@
 import { expect, test } from '@playwright/test';
+import { TeamMemberRole } from '@prisma/client';
 
 import { prisma } from '@documenso/prisma';
-import { TeamMemberRole } from '@documenso/prisma/client';
 import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
@@ -12,7 +12,7 @@ import { apiSignin } from '../fixtures/authentication';
 test.describe.configure({ mode: 'parallel' });
 
 test.describe('[EE_ONLY]', () => {
-  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+  const enterprisePriceId = '';
 
   test.beforeEach(() => {
     test.skip(

packages/app-tests/e2e/templates/create-document-from-template.spec.ts

@@ -1,11 +1,11 @@
 import { expect, test } from '@playwright/test';
+import { DocumentDataType, TeamMemberRole } from '@prisma/client';
 import fs from 'fs';
 import os from 'os';
 import path from 'path';
 
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { prisma } from '@documenso/prisma';
-import { DocumentDataType, TeamMemberRole } from '@documenso/prisma/client';
 import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
@@ -15,7 +15,7 @@ import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
-const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+const enterprisePriceId = '';
 
 // Create a temporary PDF file for testing
 function createTempPdfFile() {

packages/auth/server/lib/session/session-cookies.ts

@@ -10,6 +10,7 @@ import { appLog } from '@documenso/lib/utils/debugger';
 import { env } from '@documenso/lib/utils/env';
 
 import { AUTH_SESSION_LIFETIME } from '../../config';
+import { extractCookieFromHeaders } from '../utils/cookies';
 import { generateSessionToken } from './session';
 
 export const sessionCookieName = formatSecureCookieName('sessionId');
@@ -38,15 +39,7 @@ export const sessionCookieOptions = {
 } as const;
 
 export const extractSessionCookieFromHeaders = (headers: Headers): string | null => {
-  const cookieHeader = headers.get('cookie') || '';
+  return extractCookieFromHeaders(sessionCookieName, headers);
-  const cookiePairs = cookieHeader.split(';');
-  const sessionCookie = cookiePairs.find((pair) => pair.trim().startsWith(sessionCookieName));
-
-  if (!sessionCookie) {
-    return null;
-  }
-
-  return sessionCookie.split('=')[1].trim();
 };
 
 /**

packages/auth/server/lib/utils/cookies.ts

@@ -0,0 +1,14 @@
+/**
+ * Todo: Use library for cookies instead.
+ */
+export const extractCookieFromHeaders = (cookieName: string, headers: Headers): string | null => {
+  const cookieHeader = headers.get('cookie') || '';
+  const cookiePairs = cookieHeader.split(';');
+  const cookie = cookiePairs.find((pair) => pair.trim().startsWith(cookieName));
+
+  if (!cookie) {
+    return null;
+  }
+
+  return cookie.split('=')[1].trim();
+};

packages/auth/server/lib/utils/handle-oauth-callback-url.ts

@@ -1,3 +1,4 @@
+import { UserSecurityAuditLogType } from '@prisma/client';
 import { OAuth2Client, decodeIdToken } from 'arctic';
 import type { Context } from 'hono';
 import { deleteCookie } from 'hono/cookie';
@@ -6,7 +7,6 @@ import { nanoid } from 'nanoid';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { onCreateUserHook } from '@documenso/lib/server-only/user/create-user';
 import { prisma } from '@documenso/prisma';
-import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 import type { OAuthClientOptions } from '../../config';
 import { AuthenticationErrorCode } from '../errors/error-codes';

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

@@ -1,5 +1,6 @@
 import { sValidator } from '@hono/standard-validator';
 import { compare } from '@node-rs/bcrypt';
+import { UserSecurityAuditLogType } from '@prisma/client';
 import { Hono } from 'hono';
 import { DateTime } from 'luxon';
 import { z } from 'zod';
@@ -22,7 +23,6 @@ import { updatePassword } from '@documenso/lib/server-only/user/update-password'
 import { verifyEmail } from '@documenso/lib/server-only/user/verify-email';
 import { env } from '@documenso/lib/utils/env';
 import { prisma } from '@documenso/prisma';
-import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 import { AuthenticationErrorCode } from '../lib/errors/error-codes';
 import { getCsrfCookie } from '../lib/session/session-cookies';

packages/ee/server-only/limits/server.ts

@@ -1,8 +1,8 @@
+import { DocumentSource, SubscriptionStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { prisma } from '@documenso/prisma';
-import { DocumentSource, SubscriptionStatus } from '@documenso/prisma/client';
 
 import { getDocumentRelatedPrices } from '../stripe/get-document-related-prices.ts';
 import { FREE_PLAN_LIMITS, SELFHOSTED_PLAN_LIMITS, TEAM_PLAN_LIMITS } from './constants';

packages/ee/server-only/stripe/get-customer.ts

@@ -1,7 +1,8 @@
+import type { User } from '@prisma/client';
+
 import { STRIPE_CUSTOMER_TYPE } from '@documenso/lib/constants/billing';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
-import type { User } from '@documenso/prisma/client';
 
 import { onSubscriptionUpdated } from './webhook/on-subscription-updated';
 

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 prices = await stripe.prices.list({
-
-  const { data: prices } = await stripe.prices.search({
-    query,
     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/stripe/transfer-team-subscription.ts

@@ -1,10 +1,10 @@
+import { type Subscription, type Team, type User } from '@prisma/client';
 import type Stripe from 'stripe';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import { type Subscription, type Team, type User } from '@documenso/prisma/client';
 
 import { deleteCustomerPaymentMethods } from './delete-customer-payment-methods';
 import { getTeamPrices } from './get-team-prices';

packages/ee/server-only/stripe/webhook/on-subscription-deleted.ts

@@ -1,6 +1,7 @@
+import { SubscriptionStatus } from '@prisma/client';
+
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
-import { SubscriptionStatus } from '@documenso/prisma/client';
 
 export type OnSubscriptionDeletedOptions = {
   subscription: Stripe.Subscription;

packages/ee/server-only/stripe/webhook/on-subscription-updated.ts

@@ -1,9 +1,9 @@
+import type { Prisma } from '@prisma/client';
+import { SubscriptionStatus } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
-import type { Prisma } from '@documenso/prisma/client';
-import { SubscriptionStatus } from '@documenso/prisma/client';
 
 export type OnSubscriptionUpdatedOptions = {
   userId?: number;

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

@@ -1,6 +1,7 @@
+import type { Subscription } from '@prisma/client';
+
 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';
 

packages/ee/server-only/util/is-document-enterprise.ts

@@ -1,7 +1,8 @@
+import type { Subscription } from '@prisma/client';
+
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import type { Subscription } from '@documenso/prisma/client';
 
 import { getEnterprisePlanPriceIds } from '../stripe/get-enterprise-plan-prices';
 

packages/ee/server-only/util/is-document-platform.ts

@@ -1,7 +1,8 @@
+import type { Document, Subscription } from '@prisma/client';
+
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import type { Document, Subscription } from '@documenso/prisma/client';
 
 import { getPlatformPlanPriceIds } from '../stripe/get-platform-plan-prices';
 

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

@@ -8,12 +8,14 @@ export interface TemplateDocumentCancelProps {
   inviterEmail: string;
   documentName: string;
   assetBaseUrl: string;
+  cancellationReason?: string;
 }
 
 export const TemplateDocumentCancel = ({
   inviterName,
   documentName,
   assetBaseUrl,
+  cancellationReason,
 }: TemplateDocumentCancelProps) => {
   return (
     <>
@@ -34,6 +36,12 @@ export const TemplateDocumentCancel = ({
         <Text className="my-1 text-center text-base text-slate-400">
           <Trans>You don't need to sign it anymore.</Trans>
         </Text>
+
+        {cancellationReason && (
+          <Text className="mt-4 text-center text-base">
+            <Trans>Reason for cancellation: {cancellationReason}</Trans>
+          </Text>
+        )}
       </Section>
     </>
   );

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

@@ -2,10 +2,10 @@ import { useMemo } from 'react';
 
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { RecipientRole } from '@prisma/client';
 import { P, match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
-import { RecipientRole } from '@documenso/prisma/client';
 
 import { Button, Section, Text } from '../components';
 import { TemplateDocumentImage } from './template-document-image';

packages/email/templates/document-cancel.tsx

@@ -14,6 +14,7 @@ export const DocumentCancelTemplate = ({
   inviterEmail = 'lucas@documenso.com',
   documentName = 'Open Source Pledge.pdf',
   assetBaseUrl = 'http://localhost:3002',
+  cancellationReason,
 }: DocumentCancelEmailTemplateProps) => {
   const { _ } = useLingui();
   const branding = useBranding();
@@ -48,6 +49,7 @@ export const DocumentCancelTemplate = ({
                 inviterEmail={inviterEmail}
                 documentName={documentName}
                 assetBaseUrl={assetBaseUrl}
+                cancellationReason={cancellationReason}
               />
             </Section>
           </Container>

packages/email/templates/document-created-from-direct-template.tsx

@@ -1,9 +1,9 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { RecipientRole } from '@prisma/client';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
-import { RecipientRole } from '@documenso/prisma/client';
 
 import { Body, Button, Container, Head, Html, Img, Preview, Section, Text } from '../components';
 import { useBranding } from '../providers/branding';

packages/email/templates/document-invite.tsx

@@ -1,9 +1,9 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import type { RecipientRole } from '@prisma/client';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
-import type { RecipientRole } from '@documenso/prisma/client';
 
 import { Body, Container, Head, Hr, Html, Img, Link, Preview, Section, Text } from '../components';
 import { useBranding } from '../providers/branding';