chore: fix conflicts and update branch

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>

.github/workflows/ci.yml

@@ -41,7 +41,7 @@ jobs:
         uses: docker/setup-buildx-action@v3
 
       - name: Cache Docker layers
-        uses: actions/cache@v3
+        uses: actions/cache@v4
         with:
           path: /tmp/.buildx-cache
           key: ${{ runner.os }}-buildx-${{ github.sha }}

.github/workflows/codeql-analysis.yml

@@ -33,9 +33,9 @@ jobs:
       - uses: ./.github/actions/cache-build
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v2
+        uses: github/codeql-action/init@v3
         with:
           languages: ${{ matrix.language }}
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v2
+        uses: github/codeql-action/analyze@v3

.github/workflows/e2e-tests.yml

@@ -33,7 +33,7 @@ jobs:
       - name: Run Playwright tests
         run: npm run ci
 
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: test-results

.github/workflows/issue-assignee-check.yml

@@ -27,7 +27,7 @@ jobs:
 
       - name: Check Assigned User's Issue Count
         id: parse-comment
-        uses: actions/github-script@v5
+        uses: actions/github-script@v6
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           script: |

.github/workflows/issue-labeler.yml

@@ -0,0 +1,25 @@
+name: Auto Label Assigned Issues
+
+on:
+  issues:
+    types: [assigned]
+
+jobs:
+  label-when-assigned:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Label issue
+        uses: actions/github-script@v6
+        with:
+          github-token: ${{secrets.GITHUB_TOKEN}}
+          script: |
+            const issue = context.issue;
+            // To run only on issues and not on PR
+            if (github.context.payload.issue.pull_request === undefined) {
+              const labelResponse = await github.rest.issues.addLabels({
+                owner: issue.owner,
+                repo: issue.repo,
+                issue_number: issue.number,
+                labels: ['status: assigned']
+              });
+            }

.github/workflows/issue-opened.yml

@@ -17,5 +17,5 @@ jobs:
               issue_number: context.issue.number,
               owner: context.repo.owner,
               repo: context.repo.repo,
-              labels: ["needs triage"]
+              labels: ["status: triage"]
             })

.github/workflows/pr-review-reminder.yml

@@ -2,14 +2,14 @@ name: 'PR Review Reminder'
 
 on:
   pull_request:
-    types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
+    types: ['opened', 'ready_for_review']
 
 permissions:
   pull-requests: write
 
 jobs:
   checkPRs:
-    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
     runs-on: ubuntu-latest
     steps:
       - name: Checkout

.github/workflows/stale.yml

@@ -12,7 +12,7 @@ jobs:
       pull-requests: write
 
     steps:
-      - uses: actions/stale@v4
+      - uses: actions/stale@v5
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
           days-before-pr-stale: 90

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

@@ -4,7 +4,14 @@ import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import type {
+  DocumentData,
+  Field,
+  Recipient,
+  Template,
+  TemplateDocumentMeta,
+  User,
+} from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -19,6 +26,8 @@ import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-
 import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
 import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { AddTemplateSettingsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-settings';
+import type { TTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type EditTemplateFormProps = {
@@ -28,11 +37,12 @@ export type EditTemplateFormProps = {
   recipients: Recipient[];
   fields: Field[];
   documentData: DocumentData;
+  documentMeta: TemplateDocumentMeta | null;
   templateRootPath: string;
 };
 
-type EditTemplateStep = 'signers' | 'fields';
-const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+type EditTemplateStep = 'settings' | 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['settings', 'signers', 'fields'];
 
 export const EditTemplateForm = ({
   className,
@@ -42,22 +52,28 @@ export const EditTemplateForm = ({
   user: _user,
   documentData,
   templateRootPath,
+  documentMeta,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
-  const [step, setStep] = useState<EditTemplateStep>('signers');
+  const [step, setStep] = useState<EditTemplateStep>('settings');
 
   const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    settings: {
+      title: 'Settings',
+      description: 'Configure general settings for the template.',
+      stepIndex: 1,
+    },
     signers: {
       title: 'Add Placeholders',
       description: 'Add all relevant placeholders for each recipient.',
-      stepIndex: 1,
+      stepIndex: 2,
     },
     fields: {
       title: 'Add Fields',
       description: 'Add all relevant fields for each recipient.',
-      stepIndex: 2,
+      stepIndex: 3,
     },
   };
 
@@ -65,6 +81,8 @@ export const EditTemplateForm = ({
 
   const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
   const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+  const { mutateAsync: setSettingsForTemplate } =
+    trpc.template.setSettingsForTemplate.useMutation();
 
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
@@ -87,6 +105,31 @@ export const EditTemplateForm = ({
     }
   };
 
+  const onAddTemplateSettingsFormSubmit = async (data: TTemplateSettingsFormSchema) => {
+    try {
+      const { subject, message, timezone, dateFormat, redirectUrl } = data.meta;
+      await setSettingsForTemplate({
+        templateId: template.id,
+        meta: {
+          subject,
+          message,
+          timezone,
+          dateFormat,
+          redirectUrl,
+        },
+      });
+      router.refresh();
+      setStep('signers');
+    } catch (err) {
+      console.error(err);
+      toast({
+        title: 'Error',
+        description: 'An error occurred while updating the template settings.',
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
     try {
       await addTemplateFields({
@@ -135,12 +178,22 @@ export const EditTemplateForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
           >
+            <AddTemplateSettingsFormPartial
+              template={template}
+              key={recipients.length}
+              documentFlow={documentFlow.settings}
+              recipients={recipients}
+              onSubmit={onAddTemplateSettingsFormSubmit}
+              documentMeta={documentMeta}
+            />
             <AddTemplatePlaceholderRecipientsFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
+              // Todo: Add when we setup template settings.
+              isTemplateOwnerEnterprise={false}
             />
 
             <AddTemplateFieldsFormPartial

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

@@ -44,7 +44,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     redirect(templateRootPath);
   }
 
-  const { templateDocumentData } = template;
+  const { templateDocumentData, templateDocumentMeta } = template;
 
   const [templateRecipients, templateFields] = await Promise.all([
     getRecipientsForTemplate({
@@ -58,7 +58,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
   ]);
 
   return (
-    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
       <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
         <ChevronLeft className="mr-2 inline-block h-5 w-5" />
         Templates
@@ -73,12 +73,13 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
       </div>
 
       <EditTemplateForm
-        className="mt-8"
+        className="mt-6"
         template={template}
         user={user}
         recipients={templateRecipients}
         fields={templateFields}
         documentData={templateDocumentData}
+        documentMeta={templateDocumentMeta}
         templateRootPath={templateRootPath}
       />
     </div>

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

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

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

@@ -131,7 +131,7 @@ export default async function CompletedSigningPage({
               </div>
             ))
             .with({ deletedAt: null }, () => (
-              <div className="flex items-center mt-4 text-center text-blue-600">
+              <div className="mt-4 flex items-center text-center text-blue-600">
                 <Clock8 className="mr-2 h-5 w-5" />
                 <span className="text-sm">Waiting for others to sign</span>
               </div>

apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx

@@ -1,7 +1,10 @@
 import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { GetTeamTokensResponse } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamTokens } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,7 +26,24 @@ export default async function ApiTokensPage({ params }: ApiTokensPageProps) {
 
   const team = await getTeamByUrl({ userId: user.id, teamUrl });
 
-  const tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
+  let tokens: GetTeamTokensResponse | null = null;
+
+  try {
+    tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
+  } catch (err) {
+    const error = AppError.parseError(err);
+
+    return (
+      <div>
+        <h3 className="text-2xl font-semibold">API Tokens</h3>
+        <p className="text-muted-foreground mt-2 text-sm">
+          {match(error.code)
+            .with(AppErrorCode.UNAUTHORIZED, () => error.message)
+            .otherwise(() => 'Something went wrong.')}
+        </p>
+      </div>
+    );
+  }
 
   return (
     <div>

packages/api/v1/implementation.ts

@@ -19,7 +19,7 @@ import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recip
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
-import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
+import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
@@ -286,7 +286,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
     const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
 
-    const document = await createDocumentFromTemplate({
+    const document = await createDocumentFromTemplateLegacy({
       templateId,
       userId: user.id,
       teamId: team?.id,

packages/api/v1/schema.ts

@@ -100,21 +100,13 @@ export type TCreateDocumentMutationResponseSchema = z.infer<
 
 export const ZCreateDocumentFromTemplateMutationSchema = z.object({
   title: z.string().min(1),
-  recipients: z.union([
-    z.array(
-      z.object({
-        id: z.number(),
-        name: z.string().min(1),
-        email: z.string().email().min(1),
-      }),
-    ),
-    z.array(
-      z.object({
-        name: z.string().min(1),
-        email: z.string().email().min(1),
-      }),
-    ),
-  ]),
+  recipients: z.array(
+    z.object({
+      name: z.string().min(1),
+      email: z.string().email().min(1),
+      role: z.nativeEnum(RecipientRole).optional().default(RecipientRole.SIGNER),
+    }),
+  ),
   meta: z
     .object({
       subject: z.string(),

packages/lib/client-only/hooks/use-element-scale-size.ts

@@ -1,5 +1,5 @@
 /* eslint-disable @typescript-eslint/consistent-type-assertions */
-import { RefObject, useEffect, useState } from 'react';
+import { useEffect, useState } from 'react';
 
 /**
  * Calculate the width and height of a text element.

packages/lib/client-only/hooks/use-field-page-coords.ts

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useState } from 'react';
 
 import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { Field } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
 
 export const useFieldPageCoords = (field: Field) => {
   const [coords, setCoords] = useState({

packages/lib/client-only/providers/feature-flag.tsx

@@ -9,7 +9,7 @@ import {
 } from '@documenso/lib/constants/feature-flags';
 import { getAllFlags } from '@documenso/lib/universal/get-feature-flag';
 
-import { TFeatureFlagValue } from './feature-flag.types';
+import type { TFeatureFlagValue } from './feature-flag.types';
 
 export type FeatureFlagContextValue = {
   getFlag: (_key: string) => TFeatureFlagValue;

packages/lib/constants/template.ts

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

packages/lib/constants/toast.ts

@@ -1,4 +1,4 @@
-import { Toast } from '@documenso/ui/primitives/use-toast';
+import type { Toast } from '@documenso/ui/primitives/use-toast';
 
 export const TOAST_DOCUMENT_SHARE_SUCCESS: Toast = {
   title: 'Copied to clipboard',

packages/lib/errors/app-error.ts

@@ -1,4 +1,5 @@
 import { TRPCError } from '@trpc/server';
+import { match } from 'ts-pattern';
 import { z } from 'zod';
 
 import { TRPCClientError } from '@documenso/trpc/client';
@@ -149,4 +150,24 @@ export class AppError extends Error {
       return null;
     }
   }
+
+  static toRestAPIError(err: unknown): {
+    status: 400 | 401 | 404 | 500;
+    body: { message: string };
+  } {
+    const error = AppError.parseError(err);
+
+    const status = match(error.code)
+      .with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => 400 as const)
+      .with(AppErrorCode.UNAUTHORIZED, () => 401 as const)
+      .with(AppErrorCode.NOT_FOUND, () => 404 as const)
+      .otherwise(() => 500 as const);
+
+    return {
+      status,
+      body: {
+        message: status !== 500 ? error.message : 'Something went wrong',
+      },
+    };
+  }
 }

packages/lib/next-auth/guards/is-admin.ts

@@ -1,3 +1,4 @@
-import { Role, User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
+import { Role } from '@documenso/prisma/client';
 
 export const isAdmin = (user: User) => user.roles.includes(Role.ADMIN);

packages/lib/server-only/2fa/get-backup-code.ts

@@ -1,6 +1,6 @@
 import { z } from 'zod';
 
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 
 import { DOCUMENSO_ENCRYPTION_KEY } from '../../constants/crypto';
 import { symmetricDecrypt } from '../../universal/crypto';

packages/lib/server-only/2fa/verify-backup-code.ts

@@ -1,4 +1,4 @@
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 
 import { getBackupCodes } from './get-backup-code';
 

packages/lib/server-only/http/with-swr.ts

@@ -1,5 +1,5 @@
-import { NextApiResponse } from 'next';
-import { NextResponse } from 'next/server';
+import type { NextApiResponse } from 'next';
+import type { NextResponse } from 'next/server';
 
 type NarrowedResponse<T> = T extends NextResponse
   ? NextResponse

packages/lib/server-only/public-api/get-all-team-tokens.ts

@@ -1,3 +1,4 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { prisma } from '@documenso/prisma';
 import { TeamMemberRole } from '@documenso/prisma/client';
 
@@ -6,6 +7,8 @@ export type GetUserTokensOptions = {
   teamId: number;
 };
 
+export type GetTeamTokensResponse = Awaited<ReturnType<typeof getTeamTokens>>;
+
 export const getTeamTokens = async ({ userId, teamId }: GetUserTokensOptions) => {
   const teamMember = await prisma.teamMember.findFirst({
     where: {
@@ -15,7 +18,10 @@ export const getTeamTokens = async ({ userId, teamId }: GetUserTokensOptions) =>
   });
 
   if (teamMember?.role !== TeamMemberRole.ADMIN) {
-    throw new Error('You do not have permission to view tokens for this team');
+    throw new AppError(
+      AppErrorCode.UNAUTHORIZED,
+      'You do not have the required permissions to view this page.',
+    );
   }
 
   return await prisma.apiToken.findMany({

packages/lib/server-only/template-document-meta/upsert-template-document-meta.ts

@@ -0,0 +1,58 @@
+'use server';
+
+import { prisma } from '@documenso/prisma';
+
+export type CreateTemplateDocumentMetaOptions = {
+  templateId: number;
+  subject?: string;
+  message?: string;
+  timezone?: string;
+  password?: string;
+  dateFormat?: string;
+  redirectUrl?: string;
+};
+
+export const upsertTemplateDocumentMeta = async ({
+  subject,
+  message,
+  timezone,
+  dateFormat,
+  templateId,
+  password,
+  redirectUrl,
+}: CreateTemplateDocumentMetaOptions) => {
+  const templateDocumentMeta = await prisma.templateDocumentMeta.findFirstOrThrow({
+    where: {
+      templateId: templateId,
+    },
+    include: {
+      template: true,
+    },
+  });
+  return await prisma.$transaction(async (tx) => {
+    const upsertedTemplateDocumentMeta = await tx.templateDocumentMeta.upsert({
+      where: {
+        templateId,
+      },
+      update: {
+        subject,
+        message,
+        timezone,
+        password,
+        dateFormat,
+        redirectUrl,
+      },
+      create: {
+        templateId,
+        subject,
+        message,
+        timezone,
+        password,
+        dateFormat,
+        redirectUrl,
+      },
+    });
+
+    return upsertedTemplateDocumentMeta;
+  });
+};

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

@@ -0,0 +1,144 @@
+import { nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import type { RecipientRole } from '@documenso/prisma/client';
+
+export type CreateDocumentFromTemplateLegacyOptions = {
+  templateId: number;
+  userId: number;
+  teamId?: number;
+  recipients?: {
+    name?: string;
+    email: string;
+    role?: RecipientRole;
+  }[];
+};
+
+/**
+ * Legacy server function for /api/v1
+ */
+export const createDocumentFromTemplateLegacy = async ({
+  templateId,
+  userId,
+  teamId,
+  recipients,
+}: CreateDocumentFromTemplateLegacyOptions) => {
+  const template = await prisma.template.findUnique({
+    where: {
+      id: templateId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+    include: {
+      Recipient: true,
+      Field: true,
+      templateDocumentData: true,
+    },
+  });
+
+  if (!template) {
+    throw new Error('Template not found.');
+  }
+
+  const documentData = await prisma.documentData.create({
+    data: {
+      type: template.templateDocumentData.type,
+      data: template.templateDocumentData.data,
+      initialData: template.templateDocumentData.initialData,
+    },
+  });
+
+  const document = await prisma.document.create({
+    data: {
+      userId,
+      teamId: template.teamId,
+      title: template.title,
+      documentDataId: documentData.id,
+      Recipient: {
+        create: template.Recipient.map((recipient) => ({
+          email: recipient.email,
+          name: recipient.name,
+          role: recipient.role,
+          token: nanoid(),
+        })),
+      },
+    },
+
+    include: {
+      Recipient: {
+        orderBy: {
+          id: 'asc',
+        },
+      },
+      documentData: true,
+    },
+  });
+
+  await prisma.field.createMany({
+    data: template.Field.map((field) => {
+      const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
+
+      const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
+
+      if (!documentRecipient) {
+        throw new Error('Recipient not found.');
+      }
+
+      return {
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        customText: field.customText,
+        inserted: field.inserted,
+        documentId: document.id,
+        recipientId: documentRecipient.id,
+      };
+    }),
+  });
+
+  if (recipients && recipients.length > 0) {
+    document.Recipient = await Promise.all(
+      recipients.map(async (recipient, index) => {
+        const existingRecipient = document.Recipient.at(index);
+
+        return await prisma.recipient.upsert({
+          where: {
+            documentId_email: {
+              documentId: document.id,
+              email: existingRecipient?.email ?? recipient.email,
+            },
+          },
+          update: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+          },
+          create: {
+            documentId: document.id,
+            email: recipient.email,
+            name: recipient.name,
+            role: recipient.role,
+            token: nanoid(),
+          },
+        });
+      }),
+    );
+  }
+
+  return document;
+};

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

@@ -3,17 +3,12 @@ import { prisma } from '@documenso/prisma';
 import type { Field } from '@documenso/prisma/client';
 import { type Recipient, WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
-type RecipientWithId = {
-  id: number;
-  name?: string;
-  email: string;
-};
-
 type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role'> & {
   templateRecipientId: number;
   fields: Field[];
@@ -23,12 +18,11 @@ export type CreateDocumentFromTemplateOptions = {
   templateId: number;
   userId: number;
   teamId?: number;
-  recipients:
-    | RecipientWithId[]
-    | {
-        name?: string;
-        email: string;
-      }[];
+  recipients: {
+    id: number;
+    name?: string;
+    email: string;
+  }[];
   requestMetadata?: RequestMetadata;
 };
 
@@ -71,49 +65,36 @@ export const createDocumentFromTemplate = async ({
         },
       },
       templateDocumentData: true,
+      templateDocumentMeta: true,
     },
   });
 
   if (!template) {
-    throw new Error('Template not found.');
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Template not found');
   }
 
   if (recipients.length !== template.Recipient.length) {
-    throw new Error('Invalid number of recipients.');
+    throw new AppError(AppErrorCode.INVALID_BODY, 'Invalid number of recipients.');
   }
 
-  let finalRecipients: FinalRecipient[] = [];
+  const finalRecipients: FinalRecipient[] = template.Recipient.map((templateRecipient) => {
+    const foundRecipient = recipients.find((recipient) => recipient.id === templateRecipient.id);
 
-  if (recipients.length > 0 && Object.prototype.hasOwnProperty.call(recipients[0], 'id')) {
-    finalRecipients = template.Recipient.map((templateRecipient) => {
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      const foundRecipient = (recipients as RecipientWithId[]).find(
-        (recipient) => recipient.id === templateRecipient.id,
+    if (!foundRecipient) {
+      throw new AppError(
+        AppErrorCode.INVALID_BODY,
+        `Missing template recipient with ID ${templateRecipient.id}`,
       );
+    }
 
-      if (!foundRecipient) {
-        throw new Error('Recipient not found.');
-      }
-
-      return {
-        templateRecipientId: templateRecipient.id,
-        fields: templateRecipient.Field,
-        name: foundRecipient.name ?? '',
-        email: foundRecipient.email,
-        role: templateRecipient.role,
-      };
-    });
-  } else {
-    // Backwards compatible logic for /v1/ API where we use the index to associate
-    // the provided recipient with the template recipient.
-    finalRecipients = recipients.map((recipient, index) => ({
-      templateRecipientId: template.Recipient[index].id,
-      fields: template.Recipient[index].Field,
-      name: recipient.name ?? '',
-      email: recipient.email,
-      role: template.Recipient[index].role,
-    }));
-  }
+    return {
+      templateRecipientId: templateRecipient.id,
+      fields: templateRecipient.Field,
+      name: foundRecipient.name ?? '',
+      email: foundRecipient.email,
+      role: templateRecipient.role,
+    };
+  });
 
   const documentData = await prisma.documentData.create({
     data: {
@@ -148,6 +129,15 @@ export const createDocumentFromTemplate = async ({
           },
         },
         documentData: true,
+        documentMeta: {
+          where: {
+            subject: template.templateDocumentMeta?.subject,
+            message: template.templateDocumentMeta?.message,
+            dateFormat: template.templateDocumentMeta?.dateFormat,
+            timezone: template.templateDocumentMeta?.timezone,
+            redirectUrl: template.templateDocumentMeta?.redirectUrl,
+          },
+        },
       },
     });
 

packages/lib/server-only/template/duplicate-template.ts

@@ -38,6 +38,7 @@ export const duplicateTemplate = async ({
       Recipient: true,
       Field: true,
       templateDocumentData: true,
+      templateDocumentMeta: true,
     },
   });
 

packages/lib/server-only/template/find-templates.ts

@@ -37,6 +37,7 @@ export const findTemplates = async ({
       where: whereFilter,
       include: {
         templateDocumentData: true,
+        templateDocumentMeta: true,
         team: {
           select: {
             id: true,

packages/lib/server-only/template/get-template-by-id.ts

@@ -29,6 +29,7 @@ export const getTemplateById = async ({ id, userId }: GetTemplateByIdOptions) =>
     where: whereFilter,
     include: {
       templateDocumentData: true,
+      templateDocumentMeta: true,
     },
   });
 };

packages/lib/server-only/user/forgot-password.ts

@@ -1,7 +1,7 @@
 import crypto from 'crypto';
 
 import { prisma } from '@documenso/prisma';
-import { TForgotPasswordFormSchema } from '@documenso/trpc/server/profile-router/schema';
+import type { TForgotPasswordFormSchema } from '@documenso/trpc/server/profile-router/schema';
 
 import { ONE_DAY, ONE_HOUR } from '../../constants/time';
 import { sendForgotPassword } from '../auth/send-forgot-password';

packages/lib/utils/fields.ts

@@ -1,4 +1,4 @@
-import { Field } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
 
 /**
  * Sort the fields by the Y position on the document.

packages/prisma/migrations/20240416212742_create_template_document_meta/migration.sql

@@ -0,0 +1,19 @@
+-- CreateTable
+CREATE TABLE "TemplateDocumentMeta" (
+    "id" TEXT NOT NULL,
+    "subject" TEXT,
+    "message" TEXT,
+    "timezone" TEXT DEFAULT 'Etc/UTC',
+    "password" TEXT,
+    "dateFormat" TEXT DEFAULT 'yyyy-MM-dd hh:mm a',
+    "templateId" INTEGER NOT NULL,
+    "redirectUrl" TEXT,
+
+    CONSTRAINT "TemplateDocumentMeta_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TemplateDocumentMeta_templateId_key" ON "TemplateDocumentMeta"("templateId");
+
+-- AddForeignKey
+ALTER TABLE "TemplateDocumentMeta" ADD CONSTRAINT "TemplateDocumentMeta_templateId_fkey" FOREIGN KEY ("templateId") REFERENCES "Template"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/schema.prisma

@@ -324,6 +324,18 @@ model DocumentMeta {
   redirectUrl String?
 }
 
+model TemplateDocumentMeta {
+  id          String   @id @default(cuid())
+  subject     String?
+  message     String?
+  timezone    String?  @default("Etc/UTC") @db.Text
+  password    String?
+  dateFormat  String?  @default("yyyy-MM-dd hh:mm a") @db.Text
+  templateId  Int      @unique
+  template    Template @relation(fields: [templateId], references: [id], onDelete: Cascade)
+  redirectUrl String?
+}
+
 enum ReadStatus {
   NOT_OPENED
   OPENED
@@ -551,6 +563,7 @@ model Template {
 
   team                 Team?        @relation(fields: [teamId], references: [id], onDelete: Cascade)
   templateDocumentData DocumentData @relation(fields: [templateDocumentDataId], references: [id], onDelete: Cascade)
+  templateDocumentMeta TemplateDocumentMeta?
   User                 User         @relation(fields: [userId], references: [id], onDelete: Cascade)
   Recipient            Recipient[]
   Field                Field[]

packages/trpc/client/guards.ts

@@ -1,6 +1,6 @@
 import { TRPCClientError } from '@trpc/client';
 
-import { AppRouter } from '../server/router';
+import type { AppRouter } from '../server/router';
 
 export const isTRPCBadRequestError = (err: unknown): err is TRPCClientError<AppRouter> => {
   return err instanceof TRPCClientError && err.shape?.code === 'BAD_REQUEST';

packages/trpc/server/profile-router/router.ts

@@ -90,7 +90,7 @@ export const profileRouter = router({
       try {
         const { url } = input;
 
-        if (IS_BILLING_ENABLED() && url.length <= 6) {
+        if (IS_BILLING_ENABLED() && url.length < 6) {
           const subscriptions = await getSubscriptionsByUserId({
             userId: ctx.user.id,
           }).then((subscriptions) =>

packages/trpc/server/template-router/router.ts

@@ -3,6 +3,7 @@ import { TRPCError } from '@trpc/server';
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
+import { upsertTemplateDocumentMeta } from '@documenso/lib/server-only/template-document-meta/upsert-template-document-meta';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createTemplate } from '@documenso/lib/server-only/template/create-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
@@ -16,6 +17,7 @@ import {
   ZCreateTemplateMutationSchema,
   ZDeleteTemplateMutationSchema,
   ZDuplicateTemplateMutationSchema,
+  ZSetSettingsForTemplateMutationSchema,
 } from './schema';
 
 export const templateRouter = router({
@@ -123,4 +125,27 @@ export const templateRouter = router({
         });
       }
     }),
+  setSettingsForTemplate: authenticatedProcedure
+    .input(ZSetSettingsForTemplateMutationSchema)
+    .mutation(async ({ input }) => {
+      try {
+        const { meta, templateId } = input;
+
+        return await upsertTemplateDocumentMeta({
+          templateId,
+          subject: meta.subject,
+          message: meta.message,
+          dateFormat: meta.dateFormat,
+          timezone: meta.timezone,
+          redirectUrl: meta.redirectUrl,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to set template settings. Please try again later.',
+        });
+      }
+    }),
 });

packages/trpc/server/template-router/schema.ts

@@ -1,5 +1,7 @@
 import { z } from 'zod';
 
+import { URL_REGEX } from '@documenso/lib/constants/url-regex';
+
 export const ZCreateTemplateMutationSchema = z.object({
   title: z.string().min(1).trim(),
   teamId: z.number().optional(),
@@ -9,16 +11,37 @@ export const ZCreateTemplateMutationSchema = z.object({
 export const ZCreateDocumentFromTemplateMutationSchema = z.object({
   templateId: z.number(),
   teamId: z.number().optional(),
-  recipients: z.array(
-    z.object({
-      id: z.number(),
-      email: z.string().email(),
-      name: z.string().optional(),
-    }),
-  ),
+  recipients: z
+    .array(
+      z.object({
+        id: z.number(),
+        email: z.string().email(),
+        name: z.string().optional(),
+      }),
+    )
+    .refine((recipients) => {
+      const emails = recipients.map((signer) => signer.email);
+      return new Set(emails).size === emails.length;
+    }, 'Recipients must have unique emails'),
   sendDocument: z.boolean().optional(),
 });
 
+export const ZSetSettingsForTemplateMutationSchema = z.object({
+  templateId: z.number(),
+  meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
+    timezone: z.string().optional(),
+    dateFormat: z.string().optional(),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+        message: 'Please enter a valid URL',
+      }),
+  }),
+});
+
 export const ZDuplicateTemplateMutationSchema = z.object({
   templateId: z.number(),
   teamId: z.number().optional(),

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

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

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

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

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

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

packages/ui/primitives/label.tsx

@@ -3,7 +3,8 @@
 import * as React from 'react';
 
 import * as LabelPrimitive from '@radix-ui/react-label';
-import { VariantProps, cva } from 'class-variance-authority';
+import type { VariantProps } from 'class-variance-authority';
+import { cva } from 'class-variance-authority';
 
 import { cn } from '../lib/utils';
 

packages/ui/primitives/password-input.tsx

@@ -4,7 +4,8 @@ import { Eye, EyeOff } from 'lucide-react';
 
 import { cn } from '../lib/utils';
 import { Button } from './button';
-import { Input, InputProps } from './input';
+import type { InputProps } from './input';
+import { Input } from './input';
 
 const PasswordInput = React.forwardRef<HTMLInputElement, Omit<InputProps, 'type'>>(
   ({ className, ...props }, ref) => {

packages/ui/primitives/signature-pad/point.ts

@@ -1,4 +1,4 @@
-import {
+import type {
   MouseEvent as ReactMouseEvent,
   PointerEvent as ReactPointerEvent,
   TouchEvent as ReactTouchEvent,

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

@@ -1,20 +1,25 @@
 'use client';
 
-import React, { useId, useState } from 'react';
+import React, { useId, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { AnimatePresence, motion } from 'framer-motion';
-import { InfoIcon, Plus, Trash } from 'lucide-react';
+import { motion } from 'framer-motion';
+import { Plus, Trash } from 'lucide-react';
 import { useSession } from 'next-auth/react';
-import { Controller, useFieldArray, useForm } from 'react-hook-form';
+import { useFieldArray, useForm } from 'react-hook-form';
 
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
 import { type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
+import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 
+import { Checkbox } from '../checkbox';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -22,10 +27,8 @@ import {
   DocumentFlowFormContainerStep,
 } from '../document-flow/document-flow-root';
 import type { DocumentFlowStep } from '../document-flow/types';
-import { ROLE_ICONS } from '../recipient-role-icons';
-import { Select, SelectContent, SelectItem, SelectTrigger } from '../select';
+import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
 import { useStep } from '../stepper';
-import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 
@@ -33,30 +36,29 @@ export type AddTemplatePlaceholderRecipientsFormProps = {
   documentFlow: DocumentFlowStep;
   recipients: Recipient[];
   fields: Field[];
+  isTemplateOwnerEnterprise: boolean;
   onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void;
 };
 
 export const AddTemplatePlaceholderRecipientsFormPartial = ({
   documentFlow,
+  isTemplateOwnerEnterprise,
   recipients,
   fields: _fields,
   onSubmit,
 }: AddTemplatePlaceholderRecipientsFormProps) => {
   const initialId = useId();
   const { data: session } = useSession();
+
   const user = session?.user;
+
   const [placeholderRecipientCount, setPlaceholderRecipientCount] = useState(() =>
     recipients.length > 1 ? recipients.length + 1 : 2,
   );
 
   const { currentStep, totalSteps, previousStep } = useStep();
 
-  const {
-    control,
-    handleSubmit,
-    getValues,
-    formState: { errors, isSubmitting },
-  } = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
+  const form = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
     resolver: zodResolver(ZAddTemplatePlacholderRecipientsFormSchema),
     defaultValues: {
       signers:
@@ -67,6 +69,8 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
               name: recipient.name,
               email: recipient.email,
               role: recipient.role,
+              actionAuth:
+                ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
             }))
           : [
               {
@@ -74,12 +78,33 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                 name: `Recipient 1`,
                 email: `recipient.1@documenso.com`,
                 role: RecipientRole.SIGNER,
+                actionAuth: undefined,
               },
             ],
     },
   });
 
-  const onFormSubmit = handleSubmit(onSubmit);
+  // Always show advanced settings if any recipient has auth options.
+  const alwaysShowAdvancedSettings = useMemo(() => {
+    const recipientHasAuthOptions = recipients.find((recipient) => {
+      const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+      return recipientAuthOptions?.accessAuth || recipientAuthOptions?.actionAuth;
+    });
+
+    const formHasActionAuth = form.getValues('signers').find((signer) => signer.actionAuth);
+
+    return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
+  }, [recipients, form]);
+
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
+
+  const {
+    formState: { errors, isSubmitting },
+    control,
+  } = form;
+
+  const onFormSubmit = form.handleSubmit(onSubmit);
 
   const {
     append: appendSigner,
@@ -102,8 +127,9 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   const onAddPlaceholderRecipient = () => {
     appendSigner({
       formId: nanoid(12),
+      // Update TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX if this is ever changed.
       name: `Recipient ${placeholderRecipientCount}`,
-      // Update TEMPLATE_RECIPIENT_PLACEHOLDER_REGEX if this is ever changed.
+      // Update TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX if this is ever changed.
       email: `recipient.${placeholderRecipientCount}@documenso.com`,
       role: RecipientRole.SIGNER,
     });
@@ -118,181 +144,176 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   return (
     <>
       <DocumentFlowFormContainerContent>
-        <div className="flex w-full flex-col gap-y-4">
-          <AnimatePresence>
-            {signers.map((signer, index) => (
-              <motion.div
-                key={signer.id}
-                data-native-id={signer.nativeId}
-                className="flex flex-wrap items-end gap-x-4"
-              >
-                <div className="flex-1">
-                  <Label htmlFor={`signer-${signer.id}-email`}>Email</Label>
+        <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
+          <Form {...form}>
+            <div className="flex w-full flex-col gap-y-2">
+              {signers.map((signer, index) => (
+                <motion.fieldset
+                  key={signer.id}
+                  data-native-id={signer.nativeId}
+                  disabled={isSubmitting}
+                  className={cn('grid grid-cols-8 gap-4 pb-4', {
+                    'border-b pt-2': showAdvancedSettings,
+                  })}
+                >
+                  <FormField
+                    control={form.control}
+                    name={`signers.${index}.email`}
+                    render={({ field }) => (
+                      <FormItem
+                        className={cn('relative', {
+                          'col-span-3': !showAdvancedSettings,
+                          'col-span-4': showAdvancedSettings,
+                        })}
+                      >
+                        {!showAdvancedSettings && index === 0 && (
+                          <FormLabel required>Email</FormLabel>
+                        )}
 
-                  <Input
-                    id={`signer-${signer.id}-email`}
-                    type="email"
-                    value={signer.email}
-                    disabled
-                    className="bg-background mt-2"
-                  />
-                </div>
+                        <FormControl>
+                          <Input
+                            type="email"
+                            placeholder="Email"
+                            {...field}
+                            disabled={isSubmitting || signers[index].email === user?.email}
+                          />
+                        </FormControl>
 
-                <div className="flex-1">
-                  <Label htmlFor={`signer-${signer.id}-name`}>Name</Label>
-
-                  <Input
-                    id={`signer-${signer.id}-name`}
-                    type="text"
-                    value={signer.name}
-                    disabled
-                    className="bg-background mt-2"
-                  />
-                </div>
-
-                <div className="w-[60px]">
-                  <Controller
-                    control={control}
-                    name={`signers.${index}.role`}
-                    render={({ field: { value, onChange } }) => (
-                      <Select value={value} onValueChange={(x) => onChange(x)}>
-                        <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
-
-                        <SelectContent className="" align="end">
-                          <SelectItem value={RecipientRole.SIGNER}>
-                            <div className="flex items-center">
-                              <div className="flex w-[150px] items-center">
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                                Needs to sign
-                              </div>
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="h-4 w-4" />
-                                </TooltipTrigger>
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                  <p>
-                                    The recipient is required to sign the document for it to be
-                                    completed.
-                                  </p>
-                                </TooltipContent>
-                              </Tooltip>
-                            </div>
-                          </SelectItem>
-
-                          <SelectItem value={RecipientRole.APPROVER}>
-                            <div className="flex items-center">
-                              <div className="flex w-[150px] items-center">
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-                                Needs to approve
-                              </div>
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="h-4 w-4" />
-                                </TooltipTrigger>
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                  <p>
-                                    The recipient is required to approve the document for it to be
-                                    completed.
-                                  </p>
-                                </TooltipContent>
-                              </Tooltip>
-                            </div>
-                          </SelectItem>
-
-                          <SelectItem value={RecipientRole.VIEWER}>
-                            <div className="flex items-center">
-                              <div className="flex w-[150px] items-center">
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                                Needs to view
-                              </div>
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="h-4 w-4" />
-                                </TooltipTrigger>
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                  <p>
-                                    The recipient is required to view the document for it to be
-                                    completed.
-                                  </p>
-                                </TooltipContent>
-                              </Tooltip>
-                            </div>
-                          </SelectItem>
-
-                          <SelectItem value={RecipientRole.CC}>
-                            <div className="flex items-center">
-                              <div className="flex w-[150px] items-center">
-                                <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                                Receives copy
-                              </div>
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="h-4 w-4" />
-                                </TooltipTrigger>
-                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                                  <p>
-                                    The recipient is not required to take any action and receives a
-                                    copy of the document after it is completed.
-                                  </p>
-                                </TooltipContent>
-                              </Tooltip>
-                            </div>
-                          </SelectItem>
-                        </SelectContent>
-                      </Select>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`signers.${index}.name`}
+                    render={({ field }) => (
+                      <FormItem
+                        className={cn({
+                          'col-span-3': !showAdvancedSettings,
+                          'col-span-4': showAdvancedSettings,
+                        })}
+                      >
+                        {!showAdvancedSettings && index === 0 && <FormLabel>Name</FormLabel>}
+
+                        <FormControl>
+                          <Input
+                            placeholder="Name"
+                            {...field}
+                            disabled={isSubmitting || signers[index].email === user?.email}
+                          />
+                        </FormControl>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  {showAdvancedSettings && isTemplateOwnerEnterprise && (
+                    <FormField
+                      control={form.control}
+                      name={`signers.${index}.actionAuth`}
+                      render={({ field }) => (
+                        <FormItem className="col-span-6">
+                          <FormControl>
+                            <RecipientActionAuthSelect
+                              {...field}
+                              onValueChange={field.onChange}
+                              disabled={isSubmitting}
+                            />
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+                  )}
+
+                  <FormField
+                    name={`signers.${index}.role`}
+                    render={({ field }) => (
+                      <FormItem className="col-span-1 mt-auto">
+                        <FormControl>
+                          <RecipientRoleSelect
+                            {...field}
+                            onValueChange={field.onChange}
+                            disabled={isSubmitting}
+                          />
+                        </FormControl>
+
+                        <FormMessage />
+                      </FormItem>
                     )}
                   />
-                </div>
 
-                <div>
                   <button
                     type="button"
-                    className="inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    className="col-span-1 mt-auto inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
                     disabled={isSubmitting || signers.length === 1}
                     onClick={() => onRemoveSigner(index)}
                   >
                     <Trash className="h-5 w-5" />
                   </button>
-                </div>
+                </motion.fieldset>
+              ))}
+            </div>
 
-                <div className="w-full">
-                  <FormErrorMessage className="mt-2" error={errors.signers?.[index]?.email} />
-                  <FormErrorMessage className="mt-2" error={errors.signers?.[index]?.name} />
-                </div>
-              </motion.div>
-            ))}
-          </AnimatePresence>
-        </div>
+            <FormErrorMessage
+              className="mt-2"
+              // Dirty hack to handle errors when .root is populated for an array type
+              error={'signers__root' in errors && errors['signers__root']}
+            />
 
-        <FormErrorMessage
-          className="mt-2"
-          // Dirty hack to handle errors when .root is populated for an array type
-          error={'signers__root' in errors && errors['signers__root']}
-        />
+            <div
+              className={cn('mt-2 flex flex-row items-center space-x-4', {
+                'mt-4': showAdvancedSettings,
+              })}
+            >
+              <Button
+                type="button"
+                className="flex-1"
+                disabled={isSubmitting}
+                onClick={() => onAddPlaceholderRecipient()}
+              >
+                <Plus className="-ml-1 mr-2 h-5 w-5" />
+                Add Placeholder Recipient
+              </Button>
 
-        <div className="mt-4 flex flex-row items-center space-x-4">
-          <Button
-            type="button"
-            className="flex-1"
-            disabled={isSubmitting}
-            onClick={() => onAddPlaceholderRecipient()}
-          >
-            <Plus className="-ml-1 mr-2 h-5 w-5" />
-            Add Placeholder Recipient
-          </Button>
-          <Button
-            type="button"
-            className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
-            variant="secondary"
-            disabled={
-              isSubmitting || getValues('signers').some((signer) => signer.email === user?.email)
-            }
-            onClick={() => onAddPlaceholderSelfRecipient()}
-          >
-            <Plus className="-ml-1 mr-2 h-5 w-5" />
-            Add Myself
-          </Button>
-        </div>
+              <Button
+                type="button"
+                className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
+                variant="secondary"
+                disabled={
+                  isSubmitting ||
+                  form.getValues('signers').some((signer) => signer.email === user?.email)
+                }
+                onClick={() => onAddPlaceholderSelfRecipient()}
+              >
+                <Plus className="-ml-1 mr-2 h-5 w-5" />
+                Add Myself
+              </Button>
+            </div>
+
+            {!alwaysShowAdvancedSettings && isTemplateOwnerEnterprise && (
+              <div className="mt-4 flex flex-row items-center">
+                <Checkbox
+                  id="showAdvancedRecipientSettings"
+                  className="h-5 w-5"
+                  checkClassName="dark:text-white text-primary"
+                  checked={showAdvancedSettings}
+                  onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
+                />
+
+                <label
+                  className="text-muted-foreground ml-2 text-sm"
+                  htmlFor="showAdvancedRecipientSettings"
+                >
+                  Show advanced settings
+                </label>
+              </div>
+            )}
+          </Form>
+        </AnimateGenericFadeInOut>
       </DocumentFlowFormContainerContent>
 
       <DocumentFlowFormContainerFooter>

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

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

packages/ui/primitives/template-flow/add-template-settings.tsx

@@ -0,0 +1,281 @@
+'use client';
+
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { InfoIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+
+import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import type { Template, TemplateDocumentMeta } from '@documenso/prisma/client';
+import { type Recipient, SendStatus } from '@documenso/prisma/client';
+import {
+  Accordion,
+  AccordionContent,
+  AccordionItem,
+  AccordionTrigger,
+} from '@documenso/ui/primitives/accordion';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+
+import { Combobox } from '../combobox';
+import {
+  DocumentFlowFormContainerActions,
+  DocumentFlowFormContainerContent,
+  DocumentFlowFormContainerFooter,
+  DocumentFlowFormContainerStep,
+} from '../document-flow/document-flow-root';
+import type { DocumentFlowStep } from '../document-flow/types';
+import { Input } from '../input';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
+import { useStep } from '../stepper';
+import { Textarea } from '../textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
+import type { TTemplateSettingsFormSchema } from './add-template-settings.types';
+import { ZTemplateSettingsFormSchema } from './add-template-settings.types';
+
+export type AddSettingsFormProps = {
+  template: Template;
+  documentFlow: DocumentFlowStep;
+  recipients: Recipient[];
+  documentMeta: TemplateDocumentMeta | null;
+  onSubmit: (_data: TTemplateSettingsFormSchema) => void;
+};
+
+export const AddTemplateSettingsFormPartial = ({
+  documentFlow,
+  recipients,
+  documentMeta,
+  template,
+  onSubmit,
+}: AddSettingsFormProps) => {
+  const form = useForm<TTemplateSettingsFormSchema>({
+    resolver: zodResolver(ZTemplateSettingsFormSchema),
+    defaultValues: {
+      title: template.title,
+      meta: {
+        subject: documentMeta?.subject ?? '',
+        message: documentMeta?.message ?? '',
+        timezone: documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+        dateFormat: documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+        redirectUrl: documentMeta?.redirectUrl ?? '',
+      },
+    },
+  });
+
+  const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
+
+  const documentHasBeenSent = recipients.some(
+    (recipient) => recipient.sendStatus === SendStatus.SENT,
+  );
+
+  useEffect(() => {
+    if (!form.formState.touchedFields.meta?.timezone && !documentHasBeenSent) {
+      form.setValue('meta.timezone', Intl.DateTimeFormat().resolvedOptions().timeZone);
+    }
+  }, [documentHasBeenSent, form, form.setValue, form.formState.touchedFields.meta?.timezone]);
+
+  return (
+    <>
+      <DocumentFlowFormContainerContent>
+        <Form {...form}>
+          <fieldset
+            className="flex h-full flex-col space-y-6"
+            disabled={form.formState.isSubmitting}
+          >
+            <FormField
+              control={form.control}
+              name="title"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>Title</FormLabel>
+                  <FormControl>
+                    <Input className="bg-background" {...field} disabled={field.disabled} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <Accordion type="multiple" className="mt-6">
+              <AccordionItem value="advanced-options" className="border-none">
+                <AccordionTrigger className="text-foreground mb-2 rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
+                  Advanced Options
+                </AccordionTrigger>
+
+                <AccordionContent className="text-muted-foreground -mx-1 px-1 pt-2 text-sm leading-relaxed">
+                  <div className="flex flex-col space-y-6 ">
+                    <FormField
+                      control={form.control}
+                      name="meta.dateFormat"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel>Date Format</FormLabel>
+
+                          <FormControl>
+                            <Select
+                              {...field}
+                              onValueChange={field.onChange}
+                              disabled={documentHasBeenSent}
+                            >
+                              <SelectTrigger className="bg-background">
+                                <SelectValue />
+                              </SelectTrigger>
+
+                              <SelectContent>
+                                {DATE_FORMATS.map((format) => (
+                                  <SelectItem key={format.key} value={format.value}>
+                                    {format.label}
+                                  </SelectItem>
+                                ))}
+                              </SelectContent>
+                            </Select>
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.subject"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className="flex flex-row items-center">
+                            Subject{' '}
+                            <Tooltip>
+                              <TooltipTrigger>
+                                <InfoIcon className="mx-2 h-4 w-4" />
+                              </TooltipTrigger>
+
+                              <TooltipContent className="text-muted-foreground max-w-xs">
+                                Add email subject
+                              </TooltipContent>
+                            </Tooltip>
+                          </FormLabel>
+
+                          <FormControl>
+                            <Input
+                              id="subject"
+                              className="bg-background mt-2"
+                              disabled={field.disabled}
+                              {...field}
+                            />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.message"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className="flex flex-row items-center">
+                            Message{' '}
+                            <Tooltip>
+                              <TooltipTrigger>
+                                <InfoIcon className="mx-2 h-4 w-4" />
+                              </TooltipTrigger>
+
+                              <TooltipContent className="text-muted-foreground max-w-xs">
+                                Add message to send in the email
+                              </TooltipContent>
+                            </Tooltip>
+                          </FormLabel>
+
+                          <FormControl>
+                            <Textarea
+                              id="message"
+                              className="bg-background mt-2 h-24 resize-none"
+                              {...field}
+                            />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.timezone"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel>Time Zone</FormLabel>
+
+                          <FormControl>
+                            <Combobox
+                              className="bg-background"
+                              options={TIME_ZONES}
+                              {...field}
+                              onChange={(value) => value && field.onChange(value)}
+                              disabled={documentHasBeenSent}
+                            />
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.redirectUrl"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className="flex flex-row items-center">
+                            Redirect URL{' '}
+                            <Tooltip>
+                              <TooltipTrigger>
+                                <InfoIcon className="mx-2 h-4 w-4" />
+                              </TooltipTrigger>
+
+                              <TooltipContent className="text-muted-foreground max-w-xs">
+                                Add a URL to redirect the user to once the document is signed
+                              </TooltipContent>
+                            </Tooltip>
+                          </FormLabel>
+
+                          <FormControl>
+                            <Input className="bg-background" {...field} />
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+                  </div>
+                </AccordionContent>
+              </AccordionItem>
+            </Accordion>
+          </fieldset>
+        </Form>
+      </DocumentFlowFormContainerContent>
+
+      <DocumentFlowFormContainerFooter>
+        <DocumentFlowFormContainerStep
+          title={documentFlow.title}
+          step={currentStep}
+          maxStep={totalSteps}
+        />
+
+        <DocumentFlowFormContainerActions
+          loading={form.formState.isSubmitting}
+          disabled={form.formState.isSubmitting}
+          canGoBack={stepIndex !== 0}
+          onGoBackClick={previousStep}
+          onGoNextClick={form.handleSubmit(onSubmit)}
+        />
+      </DocumentFlowFormContainerFooter>
+    </>
+  );
+};

packages/ui/primitives/template-flow/add-template-settings.types.ts

@@ -0,0 +1,44 @@
+import { z } from 'zod';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { URL_REGEX } from '@documenso/lib/constants/url-regex';
+import {
+  ZDocumentAccessAuthTypesSchema,
+  ZDocumentActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+
+export const ZMapNegativeOneToUndefinedSchema = z
+  .string()
+  .optional()
+  .transform((val) => {
+    if (val === '-1') {
+      return undefined;
+    }
+
+    return val;
+  });
+
+export const ZTemplateSettingsFormSchema = z.object({
+  title: z.string().trim().min(1, { message: "Title can't be empty" }),
+  globalAccessAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+    ZDocumentAccessAuthTypesSchema.optional(),
+  ),
+  globalActionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+    ZDocumentActionAuthTypesSchema.optional(),
+  ),
+  meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
+    timezone: z.string().optional().default(DEFAULT_DOCUMENT_TIME_ZONE),
+    dateFormat: z.string().optional().default(DEFAULT_DOCUMENT_DATE_FORMAT),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+        message: 'Please enter a valid URL',
+      }),
+  }),
+});
+
+export type TTemplateSettingsFormSchema = z.infer<typeof ZTemplateSettingsFormSchema>;