fix: correctly insert fields on rotated pages (#1183)

## Description

PDFs can have pages that are rotated, which are correctly rendered in
the frontend. However, when we load the PDF in the backend, the rotation
is applied which causes issues when we want to insert fields.

To account for this, we swap the width and height for pages that are
rotated by 90/270 degrees. This is so we can calculate the virtual
position the field was placed if it was correctly oriented in the
frontend.

Then when we insert the fields, we apply a transformation to the
position of the field so it is rotated correctly.

**Test document with 0/90/180/270 rotated pages**


[rotated_test.pdf](https://github.com/user-attachments/files/15798138/rotated_test.pdf)

.env.example

@@ -13,6 +13,10 @@ NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
 NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
 
+NEXT_PRIVATE_OIDC_WELL_KNOWN=""
+NEXT_PRIVATE_OIDC_CLIENT_ID=""
+NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
+
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
 NEXT_PUBLIC_MARKETING_URL="http://localhost:3001"
@@ -75,7 +79,7 @@ NEXT_PRIVATE_SMTP_APIKEY=
 # OPTIONAL: Defines whether to force the use of TLS.
 NEXT_PRIVATE_SMTP_SECURE=
 # REQUIRED: Defines the sender name to use for the from address.
-NEXT_PRIVATE_SMTP_FROM_NAME="No Reply @ Documenso"
+NEXT_PRIVATE_SMTP_FROM_NAME="Documenso"
 # REQUIRED: Defines the email address to use as the from address.
 NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@documenso.com"
 # OPTIONAL: The API key to use for Resend.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

.gitpod.yml

@@ -6,7 +6,7 @@ tasks:
       set -a; source .env &&
       export NEXTAUTH_URL="$(gp url 3000)" &&
       export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
-      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)" 
+      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
     command: npm run d
 
 ports:
@@ -25,20 +25,10 @@ ports:
   - port: 2500
     visibility: private
     onOpen: ignore
-  - port: 54320 
-    visibility: private 
+  - port: 54320
+    visibility: private
     onOpen: ignore
 
-
-github:
-  prebuilds:
-    master: true
-    pullRequests: true
-    pullRequestsFromForks: true
-    addCheck: true
-    addComment: true
-    addBadge: true
-
 vscode:
   extensions:
     - aaron-bond.better-comments
@@ -47,9 +37,5 @@ vscode:
     - esbenp.prettier-vscode
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
-    - GitHub.copilot-chat
-    - GitHub.copilot-labs
-    - GitHub.copilot
     - GitHub.vscode-pull-request-github
     - Prisma.prisma
-    - VisualStudioExptTeam.vscodeintellicode

apps/documentation/.gitignore

@@ -1,36 +0,0 @@
-# See https://help.github.com/articles/ignoring-files/ for more about ignoring files.
-
-# dependencies
-/node_modules
-/.pnp
-.pnp.js
-.yarn/install-state.gz
-
-# testing
-/coverage
-
-# next.js
-/.next/
-/out/
-
-# production
-/build
-
-# misc
-.DS_Store
-*.pem
-
-# debug
-npm-debug.log*
-yarn-debug.log*
-yarn-error.log*
-
-# local env files
-.env*.local
-
-# vercel
-.vercel
-
-# typescript
-*.tsbuildinfo
-next-env.d.ts

apps/documentation/README.md

@@ -1,36 +0,0 @@
-This is a [Next.js](https://nextjs.org/) project bootstrapped with [`create-next-app`](https://github.com/vercel/next.js/tree/canary/packages/create-next-app).
-
-## Getting Started
-
-First, run the development server:
-
-```bash
-npm run dev
-# or
-yarn dev
-# or
-pnpm dev
-# or
-bun dev
-```
-
-Open [http://localhost:3000](http://localhost:3000) with your browser to see the result.
-
-You can start editing the page by modifying `app/page.tsx`. The page auto-updates as you edit the file.
-
-This project uses [`next/font`](https://nextjs.org/docs/basic-features/font-optimization) to automatically optimize and load Inter, a custom Google Font.
-
-## Learn More
-
-To learn more about Next.js, take a look at the following resources:
-
-- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js features and API.
-- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
-
-You can check out [the Next.js GitHub repository](https://github.com/vercel/next.js/) - your feedback and contributions are welcome!
-
-## Deploy on Vercel
-
-The easiest way to deploy your Next.js app is to use the [Vercel Platform](https://vercel.com/new?utm_medium=default-template&filter=next.js&utm_source=create-next-app&utm_campaign=create-next-app-readme) from the creators of Next.js.
-
-Check out our [Next.js deployment documentation](https://nextjs.org/docs/deployment) for more details.

apps/documentation/app/globals.css

@@ -1,33 +0,0 @@
-@tailwind base;
-@tailwind components;
-@tailwind utilities;
-
-:root {
-  --foreground-rgb: 0, 0, 0;
-  --background-start-rgb: 214, 219, 220;
-  --background-end-rgb: 255, 255, 255;
-}
-
-@media (prefers-color-scheme: dark) {
-  :root {
-    --foreground-rgb: 255, 255, 255;
-    --background-start-rgb: 0, 0, 0;
-    --background-end-rgb: 0, 0, 0;
-  }
-}
-
-body {
-  color: rgb(var(--foreground-rgb));
-  background: linear-gradient(
-      to bottom,
-      transparent,
-      rgb(var(--background-end-rgb))
-    )
-    rgb(var(--background-start-rgb));
-}
-
-@layer utilities {
-  .text-balance {
-    text-wrap: balance;
-  }
-}

apps/documentation/app/layout.tsx

@@ -1,22 +0,0 @@
-import type { Metadata } from "next";
-import { Inter } from "next/font/google";
-import "./globals.css";
-
-const inter = Inter({ subsets: ["latin"] });
-
-export const metadata: Metadata = {
-  title: "Create Next App",
-  description: "Generated by create next app",
-};
-
-export default function RootLayout({
-  children,
-}: Readonly<{
-  children: React.ReactNode;
-}>) {
-  return (
-    <html lang="en">
-      <body className={inter.className}>{children}</body>
-    </html>
-  );
-}

apps/documentation/next.config.js

@@ -1,9 +0,0 @@
-/** @type {import('next').NextConfig} */
-const nextConfig = {};
-
-const withNextra = require('nextra')({
-  theme: 'nextra-theme-docs',
-  themeConfig: './theme.config.tsx',
-});
-
-module.exports = withNextra(nextConfig);

apps/documentation/package.json

@@ -1,29 +0,0 @@
-{
-  "name": "@documenso/documentation",
-  "version": "0.1.0",
-  "private": true,
-  "scripts": {
-    "dev": "next dev -p 3002",
-    "build": "next build",
-    "start": "next start -p 3002",
-    "lint:fix": "next lint --fix",
-    "clean": "rimraf .next && rimraf node_modules",
-    "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
-  },
-  "dependencies": {
-    "next": "14.0.3",
-    "nextra": "^2.13.4",
-    "nextra-theme-docs": "^2.13.4",
-    "react": "^18",
-    "react-dom": "^18"
-  },
-  "devDependencies": {
-    "@types/node": "^20",
-    "@types/react": "^18",
-    "@types/react-dom": "^18",
-    "autoprefixer": "^10.0.1",
-    "postcss": "^8",
-    "tailwindcss": "^3.3.0",
-    "typescript": "^5"
-  }
-}

apps/documentation/pages/_app.mdx

@@ -1,7 +0,0 @@
-import '../styles.css'
-
-export default function App({ Component, pageProps }) {
-  return <Component {...pageProps} />
-
-
-}

apps/documentation/pages/_meta.json

@@ -1,44 +0,0 @@
-{
-  "index": {
-    "title": "Home",
-    "type": "page",
-    "theme": {
-      "layout": "full",
-      "sidebar": false
-    },
-    "display": "hidden"
-  },
-  "app": {
-    "title": "Getting Started",
-    "type": "page"
-  },
-  "faq": {
-    "title": "FAQ",
-    "type": "page"
-  },
-  "local-development": {
-    "title": "Local Development",
-    "type": "page"
-  },
-  "public-api": {
-    "title": "Public API",
-    "type": "page",
-    "href": "/fcc/"
-  },
-  "webhooks": {
-    "title": "Webhooks",
-    "type": "page"
-  },
-  "contributing": {
-    "title": "Contributing Guide",
-    "type": "page"
-  },
-  "---": {
-    "type": "separator"
-  },
-  "GitHub": {
-    "title": "View on GitHub",
-    "href": "https://documen.so/github",
-    "newWindow": true
-  }
-}

apps/documentation/pages/app/getting-started.mdx

@@ -1 +0,0 @@
-# Getting Started

apps/documentation/pages/contributing/_meta.json

@@ -1,8 +0,0 @@
-{
-  "index": {
-    "title": "Get started",
-    "theme": {
-      "sidebar": false
-    }
-  }
-}

apps/documentation/pages/contributing/index.mdx

@@ -1,115 +0,0 @@
----
-title: Contributing Guide
-description: Learn how to contribute to Documenso and become part of our community.
----
-
-import { Callout, Steps } from 'nextra/components';
-
-# Contributing to Documenso
-
-If you plan to contribute to Documenso, please take a moment to feel awesome ✨. People like you are what open source is about ♥. Any contributions, no matter how big or small, are highly appreciated 🙏. This guide will help you get started with contributing to Documenso 💻.
-
-## Before Getting Started
-
-<Steps>
-
-### Check the Existing Issues and Pull Requests
-
-Search the existing [issues](https://github.com/documenso/documenso/issues) to see if someone else reported the same issue. Or, check the [existing PRs](https://github.com/documenso/documenso/pulls) to see if someone else is already working on the same thing.
-
-### Creating a New Issue
-
-If there is no issue or PR for the problem you are facing, feel free to create a new issue. Make sure to provide as much detail as possible, including the steps to reproduce the issue.
-
-### Picking an Existing Issue
-
-If you pick an existing issue, take into consideration the discussion on the issue.
-
-### Contributor License Agreement
-
-Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
-
-</Steps>
-
-## Taking Issues
-
-Before taking an issue, ensure that:
-
-- The issue has been assigned the public label.
-- The issue is clearly defined and understood.
-- No one has been assigned to the issue.
-- No one has expressed the intention to work on it.
-
-After that:
-
-1. Comment on the issue with your intention to work on it.
-2. Start working on the issue.
-
-Feel free to ask for help, clarification or guidance if needed. We are here to help you.
-
-## Developing
-
-The development branch is `main`, and all pull requests should be made against this branch. Here's how you can get started with developing:
-
-<Steps>
-
-### Set Up Documenso Locally
-
-Check out the [local development](/local-development) guide to set up your local environment.
-
-### Pick a Task
-
-Find an issue to work on or create a new one.
-
-- Before starting to work on an issue, ensure that no one else is working on it. If no one is assigned to the issue, feel free to pick it up by leaving a comment on the issue and asking to get it assigned to you.
-
-Before creating a new issue, check the existing issues to see if someone else has already reported it.
-
-### Create a New Branch
-
-After you're assigned an issue, you can start working on it. Create a new branch for your feature or bug fix.
-
-When creating a branch, make sure that the branch name:
-
-- starts with the correct prefix: `feat/` for new features, `fix/` for bug fixes, etc.
-- includes the issue id you are working on (if applicable).
-- is descriptive.
-
-```sh
-git checkout -b feat/issue-id-your-branch-name
-
-## Example
-git checkout -b feat/1234-add-share-button-to-articles
-```
-
-In the pull request description, include `references #yyyy` or `fixes #yyyy` to link it to the issue you are working on.
-
-### Implement Your Changes
-
-Start working on the issue you picked up and implement the changes. Make sure to test your changes locally and ensure that they work as expected.
-
-### Open a Pull Request
-
-After implementing your changes, open a pull request against the `main` branch.
-
-</Steps>
-
-<Callout type="info">
-  If you need help getting started, [join us on Discord](https://documen.so/discord).
-</Callout>
-
-## Building
-
-Before pushing code or creating pull requests, please ensure you can successfully create a successful production build. You can build the project by running the following command in your terminal:
-
-```bash
-npm run build
-```
-
-Once the project builds successfully, you can push your code changes or create a pull request.
-
-<Callout type="info">
-  Remember to run tests and perform any necessary checks before finalizing your changes. As a
-  result, we can collaborate more effectively and maintain a high standard of code quality in our
-  project.
-</Callout>

apps/documentation/pages/faq/faq.mdx

@@ -1 +0,0 @@
-# FAQ

apps/documentation/pages/index.mdx

@@ -1,78 +0,0 @@
-export const Wrapper = ({ children }) => {
-  return <div className="p-24">{children}</div>;
-};
-
-<Wrapper>
-
-# Documentation
-
-Welcome to the official Documenso documentation! This documentation is designed to help you get started with Documenso.
-
-For users, we'll guide you through setting up your Documenso account, creating and organizing your documents, collaborating with team members, and leveraging our advanced features. You'll learn how to get the most out of Documenso.
-
-If you're a developer, you'll find detailed information on how to set up your local development environment, work with our API, and utilize webhooks for seamless integration. We'll provide code examples, best practices, and troubleshooting tips to help you effectively incorporate Documenso's features into your applications.
-
-We aim to make our documentation clear, concise, and easy to navigate. If you have any questions, feedback, or suggestions for improving our documentation, please don't hesitate to reach out to us. We want to make your experience with Documenso as smooth and enjoyable as possible.
-
-Let's get started!
-
-## About Documenso
-
-Signing documents digitally should be fast and easy and should be the best practice for every document signed worldwide.
-
-This is technically quite easy today, but it also introduces a new party to every signature: The signing tool providers. While this is not a problem in itself, it should make us think about how we want these providers of trust to work.
-
-Documenso aims to be the world's most trusted document-signing tool. This trust is built by empowering you to self-host Documenso and review how it works under the hood.
-
-Join us in creating the next generation of open trust infrastructure.
-
-## Our tech stack:
-
-- [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
-- [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
-- [react-email](https://react.email/) - Email Templates
-- [tRPC](https://trpc.io/) - API
-- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
-- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
-- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
-- [Stripe](https://stripe.com/) - Payments
-- [Vercel](https://vercel.com) - Hosting
-
-<div className="mt-16 flex items-center justify-center gap-4">
-  <a href="https://documen.so/discord">
-    <img
-      src="https://img.shields.io/badge/Discord-documen.so/discord-%235865F2"
-      alt="Join Documenso on Discord"
-    />
-  </a>
-  <a href="https://github.com/documenso/documenso/stargazers">
-    <img src="https://img.shields.io/github/stars/documenso/documenso" alt="Github Stars" />
-  </a>
-  <a href="https://github.com/documenso/documenso/blob/main/LICENSE">
-    <img src="https://img.shields.io/badge/license-AGPLv3-purple" alt="License" />
-  </a>
-  <a href="https://github.com/documenso/documenso/pulse">
-    <img
-      src="https://img.shields.io/github/commit-activity/m/documenso/documenso"
-      alt="Commits-per-month"
-    />
-  </a>
-  <a href="https://vscode.dev/redirect?url=vscode://ms-vscode-remote.remote-containers/cloneInVolume?url=https://github.com/documenso/documenso">
-    <img
-      alt="open in devcontainer"
-      src="https://img.shields.io/static/v1?label=Dev%20Containers&message=Enabled&color=blue&logo=visualstudiocode"
-    />
-  </a>
-  <a href="https://github.com/documenso/documenso/blob/main/CODE_OF_CONDUCT.md">
-    <img
-      src="https://img.shields.io/badge/Contributor%20Covenant-2.1-4baaaa.svg"
-      alt="Contributor Covenant"
-    />
-  </a>
-</div>
-
-</Wrapper>

apps/documentation/pages/local-development/_meta.json

@@ -1,7 +0,0 @@
-{
-  "index": "Home",
-  "quickstart": "Developer Quickstart",
-  "manual": "Manual Setup",
-  "docker": "Docker",
-  "gitpod": "Gitpod"
-}

apps/documentation/pages/local-development/docker.mdx

@@ -1,177 +0,0 @@
----
-title: Docker Development
-description: Set up Documenso using Docker for local development.
----
-
-import { Callout, Steps } from 'nextra/components';
-
-# Docker
-
-The following guide will walk you through setting up Documenso using Docker. You can choose between a Docker Compose production setup or a standalone container.
-
-We provide a Docker container for Documenso, which is published on both DockerHub and GitHub Container Registry.
-
-- DockerHub: [https://hub.docker.com/r/documenso/documenso](https://hub.docker.com/r/documenso/documenso)
-- GitHub Container Registry: [https://ghcr.io/documenso/documenso](https://ghcr.io/documenso/documenso)
-
-You can pull the Docker image from either of these registries and run it with your preferred container hosting provider.
-
-Please note that you will need to provide environment variables for connecting to the database, mail server, and other services.
-
-## Prerequisites
-
-Before you begin, ensure that you have the following installed:
-
-- Docker
-- Docker Compose (if using the Docker Compose setup)
-
-## Option 1: Production Docker Compose Setup
-
-This setup includes a PostgreSQL database and the Documenso application. You will need to provide your own SMTP details using environment variables.
-
-<Steps>
-
-### Download the Docker Compose File
-
-Download the Docker Compose file from the Documenso repository - [compose.yml](https://raw.githubusercontent.com/documenso/documenso/release/docker/production/compose.yml).
-
-### Navigate to the `compose.yml` File
-
-Once downloaded, navigate to the directory containing the `compose.yml` file.
-
-### Set Up Environment Variables
-
-Create a `.env` file in the same directory as the `compose.yml` file.
-
-Then add your SMTP details as well as the following environment variables:
-
-```bash
-NEXTAUTH_SECRET="<your-secret>"
-NEXT_PRIVATE_ENCRYPTION_KEY="<your-key>"
-NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-secondary-key>"
-NEXT_PUBLIC_WEBAPP_URL="<your-url>"
-NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
-NEXT_PRIVATE_SMTP_HOST="<your-host>"
-NEXT_PRIVATE_SMTP_PORT=<your-port>
-NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
-NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
-```
-
-### Update the Volume Binding
-
-The `cert.p12` file is required to sign and encrypt documents, so you must provide your key file. Update the volume binding in the `compose.yml` file to point to your key file:
-
-```yaml
-volumes:
-  - /path/to/your/keyfile.p12:/opt/documenso/cert.p12
-```
-
-After updating the volume binding, save the `compose.yml` file and run the following command to start the containers:
-
-```bash
-docker-compose --env-file ./.env -d up
-```
-
-The command will start the PostgreSQL database and the Documenso application containers.
-
-### Access the Application
-
-Access the Documenso application by visiting `http://localhost:3000` in your web browser.
-
-</Steps>
-
-## Option 2: Standalone Docker Container
-
-If you prefer to host the Documenso application on a specific container provider, you can use the pre-built Docker image from DockerHub or GitHub's Package Registry. Note that you will need to provide your own database and SMTP host.
-
-<Steps>
-
-### Pull the Docker Image
-
-Pull the Documenso Docker image from DockerHub:
-
-```bash
-docker pull documenso/documenso
-```
-
-Or, pull the image from GitHub Container Registry:
-
-```bash
-docker pull ghcr.io/documenso/documenso
-```
-
-### Run the Docker Container
-
-Run the Docker container with the required environment variables:
-
-```bash
-docker run -d \
- -p 3000:3000 \
- -e NEXTAUTH_URL="<your-nextauth-url>"
- -e NEXTAUTH_SECRET="<your-nextauth-secret>"
- -e NEXT_PRIVATE_ENCRYPTION_KEY="<your-next-private-encryption-key>"
- -e NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-next-private-encryption-secondary-key>"
- -e NEXT_PUBLIC_WEBAPP_URL="<your-next-public-webapp-url>"
- -e NEXT_PRIVATE_DATABASE_URL="<your-next-private-database-url>"
- -e NEXT_PRIVATE_DIRECT_DATABASE_URL="<your-next-private-database-url>"
- -e NEXT_PRIVATE_SMTP_TRANSPORT="<your-next-private-smtp-transport>"
- -e NEXT_PRIVATE_SMTP_FROM_NAME="<your-next-private-smtp-from-name>"
- -e NEXT_PRIVATE_SMTP_FROM_ADDRESS="<your-next-private-smtp-from-address>"
- -v /path/to/your/keyfile.p12:/opt/documenso/cert.p12
- documenso/documenso
-```
-
-Replace the placeholders with the actual values.
-
-### Access the Application
-
-Access the Documenso application by visiting the URL you provided for the `NEXT_PUBLIC_WEBAPP_URL` environment variable in your web browser.
-
-</Steps>
-
-## Advanced Configuration
-
-The environment variables listed above are a subset of those available for configuring Documenso. The table below provides a complete list of environment variables and their descriptions.
-
-| Variable                                     | Description                                                                                         |
-| -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
-| `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                            |
-| `NEXTAUTH_URL`                               | The URL for the NextAuth.js authentication service.                                                 |
-| `NEXTAUTH_SECRET`                            | The secret key used by NextAuth.js for encryption and signing.                                      |
-| `NEXT_PRIVATE_ENCRYPTION_KEY`                | The primary encryption key for symmetric encryption and decryption (at least 32 characters).        |
-| `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY`      | The secondary encryption key for symmetric encryption and decryption (at least 32 characters).      |
-| `NEXT_PRIVATE_GOOGLE_CLIENT_ID`              | The Google client ID for Google authentication (optional).                                          |
-| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET`          | The Google client secret for Google authentication (optional).                                      |
-| `NEXT_PUBLIC_WEBAPP_URL`                     | The URL for the web application.                                                                    |
-| `NEXT_PRIVATE_DATABASE_URL`                  | The URL for the primary database connection (with connection pooling).                              |
-| `NEXT_PRIVATE_DIRECT_DATABASE_URL`           | The URL for the direct database connection (without connection pooling).                            |
-| `NEXT_PRIVATE_SIGNING_TRANSPORT`             | The signing transport to use. Available options: local (default)                                    |
-| `NEXT_PRIVATE_SIGNING_PASSPHRASE`            | The passphrase for the key file.                                                                    |
-| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS`   | The base64-encoded contents of the key file will be used instead of the file path.                  |
-| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`       | The path to the key file, default `/opt/documenso/cert.p12`.                                        |
-| `NEXT_PUBLIC_UPLOAD_TRANSPORT`               | The transport for file uploads (database or s3).                                                    |
-| `NEXT_PRIVATE_UPLOAD_ENDPOINT`               | The endpoint for the S3 storage transport (for third-party S3-compatible providers).                |
-| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE`       | Whether to force path-style URLs for the S3 storage transport.                                      |
-| `NEXT_PRIVATE_UPLOAD_REGION`                 | The region for the S3 storage transport (defaults to us-east-1).                                    |
-| `NEXT_PRIVATE_UPLOAD_BUCKET`                 | The bucket to use for the S3 storage transport.                                                     |
-| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID`          | The access key ID for the S3 storage transport.                                                     |
-| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY`      | The secret access key for the S3 storage transport.                                                 |
-| `NEXT_PRIVATE_SMTP_TRANSPORT`                | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels).                        |
-| `NEXT_PRIVATE_SMTP_HOST`                     | The host for the SMTP server for SMTP transports.                                                   |
-| `NEXT_PRIVATE_SMTP_PORT`                     | The port for the SMTP server for SMTP transports.                                                   |
-| `NEXT_PRIVATE_SMTP_USERNAME`                 | The username for the SMTP server for the `smtp-auth` transport.                                     |
-| `NEXT_PRIVATE_SMTP_PASSWORD`                 | The password for the SMTP server for the `smtp-auth` transport.                                     |
-| `NEXT_PRIVATE_SMTP_APIKEY_USER`              | The API key user for the SMTP server for the `smtp-api` transport.                                  |
-| `NEXT_PRIVATE_SMTP_APIKEY`                   | The API key for the SMTP server for the `smtp-api` transport.                                       |
-| `NEXT_PRIVATE_SMTP_SECURE`                   | Whether to force the use of TLS for the SMTP server for SMTP transports.                            |
-| `NEXT_PRIVATE_SMTP_FROM_ADDRESS`             | The email address for the "from" address.                                                           |
-| `NEXT_PRIVATE_SMTP_FROM_NAME`                | The sender name for the "from" address.                                                             |
-| `NEXT_PRIVATE_RESEND_API_KEY`                | The API key for Resend.com for the `resend` transport.                                              |
-| `NEXT_PRIVATE_MAILCHANNELS_API_KEY`          | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport.          |
-| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT`         | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport. |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN`      | The domain for DKIM signing with MailChannels for the `mailchannels` transport.                     |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR`    | The selector for DKIM signing with MailChannels for the `mailchannels` transport.                   |
-| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport.                |
-| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT`     | The maximum document upload limit displayed to the user (in MB).                                    |
-| `NEXT_PUBLIC_POSTHOG_KEY`                    | The optional PostHog key for analytics and feature flags.                                           |
-| `NEXT_PUBLIC_DISABLE_SIGNUP`                 | Whether to disable user signups through the /signup page.                                           |

apps/documentation/pages/local-development/gitpod.mdx

@@ -1,10 +0,0 @@
----
-title: Run in Gitpod
-description: Get started with Documenso in a ready-to-use Gitpod workspace in your browser.
----
-
-# Run in Gitpod
-
-Click below to launch a ready-to-use Gitpod workspace in your browser.
-
-[![Open in Gitpod](https://gitpod.io/button/open-in-gitpod.svg)](https://gitpod.io/#https://github.com/documenso/documenso)

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

@@ -1,15 +0,0 @@
----
-title: Local development
-description: Learn how to set up Documenso for local development.
----
-
-# Local development
-
-There are multiple ways of setting up Documenso for local development. At the moment of writing this documentation, there are 4 ways of running Documenso locally:
-
-- [Using the developer quickstart](/local-development/quickstart)
-- [Manually setting up the development environment](/local-development/manual)
-- [Using the Docker image](/local-development/docker)
-- [Using Gitpod](/local-development/gitpod)
-
-Pick the one that fits your needs the best.

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

@@ -1,77 +0,0 @@
----
-title: Manual Setup
-description: Manually set up Documenso on your machine for local development.
----
-
-import { Callout, Steps } from 'nextra/components';
-
-# Manual Setup
-
-Follow these steps to set up Documenso on your local machine:
-
-<Steps>
-
-### Fork Documenso
-
-Fork the [Documenso repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
-
-### Clone Repository
-
-After forking the repository, clone it to your local device by using the following command:
-
-```bash
-git clone https://github.com/<your-username>/documenso
-```
-
-### Install Dependencies
-
-Run `npm i` in the root directory to install the dependencies required for the project.
-
-### Set Up Environment Variables
-
-Set up the following environment variables in the `.env` file:
-
-```bash
-NEXTAUTH_URL
-NEXTAUTH_SECRET
-NEXT_PUBLIC_WEBAPP_URL
-NEXT_PUBLIC_MARKETING_URL
-NEXT_PRIVATE_DATABASE_URL
-NEXT_PRIVATE_DIRECT_DATABASE_URL
-NEXT_PRIVATE_SMTP_FROM_NAME
-NEXT_PRIVATE_SMTP_FROM_ADDRESS
-```
-
-Alternatively, you can run `cp .env.example .env` to get started with our handpicked defaults.
-
-### Create Database Schema
-
-Create the database schema by running the following command:
-
-```bash
-npm run prisma:migrate-dev
-```
-
-### Optional: Seed the Database
-
-Seed the database with test data by running the following command:
-
-```bash
-npm run prisma:seed -w @documenso/prisma
-```
-
-### Start the Application
-
-Run `npm run dev` in the root directory to start the application.
-
-### Access the Application
-
-Access the Documenso application by visiting `http://localhost:3000` in your web browser.
-
-</Steps>
-
-<Callout type="info">
-  Optional: Create your signing certificate. To generate your own using these steps and a Linux
-  Terminal or Windows Subsystem for Linux (WSL), see **[Create your signing
-  certificate](./SIGNING.md)**.
-</Callout>

apps/documentation/pages/local-development/quickstart.mdx

@@ -1,66 +0,0 @@
----
-title: Developer Quickstart
-description: Quickly set up Documenso on your machine for local development with Docker and Docker Compose.
----
-
-import { Callout, Steps } from 'nextra/components';
-
-# Developer Quickstart
-
-<Callout type="info">
-  **Note**: This guide assumes that you have both [docker](https://docs.docker.com/get-docker/) and
-  [docker-compose](https://docs.docker.com/compose/) installed on your machine.
-</Callout>
-
-Want to get up and running quickly? Follow these steps:
-
-<Steps>
-
-### Fork Documenso
-
-Fork the [Documenso repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
-
-### Clone Repository
-
-After forking the repository, clone it to your local device by using the following command:
-
-```bash
-git clone https://github.com/<your-username>/documenso
-```
-
-### Set Up Environment Variables
-
-Set up your environment variables in the `.env` file using the `.env.example` file as a reference.
-
-Alternatively, you can run `cp .env.example .env` to get started with our handpicked defaults.
-
-### Start Database and Mail Server
-
-Run `npm run dx` in the root directory.
-
-This will spin up a Postgres database and inbucket mailserver in a docker container.
-
-### Start the Application
-
-Run `npm run dev` in the root directory to start the application.
-
-### Optional: Fasten the Process
-
-Want it even faster? Just use:
-
-```sh
-npm run d
-```
-
-</Steps>
-
-### Access Points for the Project
-
-You can access the following services:
-
-- Main application - http://localhost:3000
-- Incoming Mail Access - http://localhost:9000
-- Database Connection Details:
-- Port: 54320
-- Connection: Use your favourite database client to connect to the database.
-- S3 Storage Dashboard - http://localhost:9001

apps/documentation/pages/public-api/_meta.json

@@ -1,6 +0,0 @@
-{
-  "intro": "Intro",
-  "authentication": "Authentication",
-  "versioning": "Versioning",
-  "api-reference": "API Reference"
-}

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

@@ -1,6 +0,0 @@
----
-title: 'API Reference'
-description: 'Reference documentation for the Documenso public API.'
----
-
-# API Reference

apps/documentation/pages/public-api/authentication.mdx

@@ -1,67 +0,0 @@
----
-title: 'API Authentication'
-description: 'Learn how to create a Documenso API key and authenticate your API requests.'
----
-
-# API Authentication
-
-Documenso uses API keys for authentication. An API key is a unique token that is generated for each client. The client must provide the key whenever it makes an API call. This way, Documenso can identify the clients making the requests and authorize their access to the API.
-
-## Creating an API Key
-
-To create an API key, navigate to the user settings page. Click on your avatar in the top right corner of the dashboard and select "**[User settings](https://app.documenso.com/settings)**" from the dropdown menu.
-
-![A screenshot of the Documenso's dashboard that shows the dropdown menu when you click on your user avatar](/public-api-images/documenso-user-dropdown-menu.webp)
-
-Once you're on the user settings page, navigate to the "**[API Tokens](https://app.documenso.com/settings/tokens)**" tab. The "API Token" page lists your existing keys and enables you to create new ones.
-
-![A screenshot of the Documenso's user settings page that shows the API Tokens page](/public-api-images/api-tokens-page-documenso.webp)
-
-To create a new API key, you must:
-
-- Choose a name (e.g. "zapier-key")
-- we recommend using a descriptive name that helps you quickly identify the key and its purpose
-- Choose an expiration date
-- you can set the key to never expire or choose when to become invalid: 7 days, 1 month, 3 months, 6 months, or 1 year
-
-After providing the required information, click the "Create token" button to generate the API key.
-
-![A screenshot of the newly created API token in the Documenso dashboard](/public-api-images/documenso-api-key-blurred.webp)
-
-Once you've created the token, Documenso will display the key on the screen. Make sure to copy the key and store it securely. You won't be able to see the key again once you refresh/leave the page.
-
-## Using the API Key
-
-To authenticate your API requests, you must include the API key in the `Authorization` request header. The format is `Authorization: api_xxxxxxxxxxxxxxxx`.
-
-Here's a sample API request using cURL:
-
-```bash
-curl --location 'https://app.documenso.com/api/v1/documents?page=1&perPage=1' \
---header 'Authorization: api_xxxxxxxxxxxxxxxx'
-```
-
-Here's a sample response from the API based on the above cURL request:
-
-```json
-{
-  "documents": [
-    {
-      "id": 11,
-      "userId": 2,
-      "teamId": null,
-      "title": "documenso",
-      "status": "PENDING",
-      "documentDataId": "ab2ecm1npk11rt5sp398waf7h",
-      "createdAt": "2024-04-25T11:05:18.420Z",
-      "updatedAt": "2024-04-25T11:05:36.328Z",
-      "completedAt": null
-    }
-  ],
-  "totalPages": 1
-}
-```
-
-![A screenshot of a cURL request to the Documenso public API with the API key in the Authorization header](/public-api-images/documenso-api-authorization.webp)
-
-The API key has access to your account and all its resources. Please keep it secure and do not share it with others. If you suspect that your key has been compromised, you can revoke it from the API Tokens page in your user settings.

apps/documentation/pages/public-api/intro.mdx

@@ -1,22 +0,0 @@
----
-title: 'Public API'
-description: 'Learn how to interact with your documents programmatically using the Documenso public API.'
----
-
-# Public API
-
-Documenso provides a public REST API that enables you to interact with your documents programmatically. The API exposes various HTTP endpoints that allow you to perform operations such as:
-
-- retrieving, uploading, deleting, and sending documents for signing
-- creating, updating, and deleting recipients
-- creating, updating, and deleting document fields
-
-The documentation walks you through creating API keys and using them to authenticate your API requests. You'll also learn about the available endpoints, request and response formats, and how to use the API.
-
-## Swagger Documentation
-
-There is also the [Swagger documentation](https://app.documenso.com/api/v1/openapi) available, which provides information about the API endpoints, request parameters, response formats, and authentication methods.
-
-## Availability
-
-The API is available to individual users and teams.

apps/documentation/pages/public-api/versioning.mdx

@@ -1,18 +0,0 @@
----
-title: 'API Versioning'
-description: 'Versioning information for the Documenso public API.'
----
-
-import { Callout } from 'nextra/components';
-
-# API Versioning
-
-Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
-
-<Callout type="info">The current version of the API is `v1`.</Callout>
-
-The API version is specified in the URL. For example, the base URL for the `v1` API is `https://app.documenso.com/api/v1`.
-
-We may make changes to the API without incrementing the version number. We will always try to avoid breaking changes, but in some cases, it may be necessary to make changes that are not backward compatible. In these cases, we will increment the version number and provide information about the changes in the release notes.
-
-Also, we may deprecate certain features or endpoints in the API. When we deprecate a feature or endpoint, we will provide information about the deprecation in the release notes and give a timeline for when the feature or endpoint will be removed.

apps/documentation/pages/webhooks/_meta.json

@@ -1,8 +0,0 @@
-{
-  "intro": {
-    "title": "Get started",
-    "theme": {
-      "sidebar": false
-    }
-  }
-}

apps/documentation/pages/webhooks/intro.mdx

@@ -1,350 +0,0 @@
----
-title: 'Webhooks'
-description: 'Learn how to use webhooks to receive real-time notifications about your documents.'
----
-
-# Webhooks
-
-Webhooks are HTTP callbacks that are triggered by specific events. When the user subscribes to a specific event and that event occurs, the webhook makes an HTTP request to the URL provided by the user. The request can be a simple notification or can carry a payload with more information about the event.
-
-Some of the common use cases for webhooks include:
-
-1. **Real-time Data Syncing**: Webhooks provide a way to keep data in sync across different platforms. For example, you can keep your system up-to-date with your Documenso documents by subscribing to events like document creation or signing.
-2. **Automating Workflows**: They can trigger automated workflows that start when an event occurs. For example, the webhook could trigger an email when a document is signed.
-3. **Integrating Third-Party Services**: Webhooks can be used to integrate Documenso with third-party services. For example, you could use a webhook to send data to a CRM system when a document is signed.
-
-Documenso supports Webhooks and allows you to subscribe to the following events:
-
-- `document.created`
-- `document.sent`
-- `document.opened`
-- `document.signed`
-- `document.completed`
-
-## Create a webhook subscription
-
-You can create a webhook subscription from the user settings page. Click on your avatar in the top right corner of the dashboard and select "**[User settings](https://app.documenso.com/settings)**" from the dropdown menu.
-
-![A screenshot of the Documenso's dashboard that shows the dropdown menu when you click on your user avatar](/webhook-images/dashboard-user-dropdown-menu.webp)
-
-Then, navigate to the "**[Webhooks](https://app.documenso.com/settings/webhooks)**" tab, where you can see a list of your existing webhooks and create new ones.
-
-![A screenshot of the Documenso's user settings page that shows the Webhooks tab and the Create Webhook button](/webhook-images/webhooks-settings-page.webp)
-
-Clicking on the "**Create Webhook**" button opens a modal to create a new webhook subscription.
-
-To create a new webhook subscription, you need to provide the following information:
-
-- Enter the webhook URL that will receive the event payload.
-- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`.
-- Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Signature` header of the request.
-
-![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
-
-After you have filled in the required information, click on the "**Create Webhook**" button to save your subscription.
-
-The screenshot below illustrates a newly created webhook subscription.
-
-![A screenshot of the Documenso's user settings page that shows the newly created webhook subscription](/webhook-images/webhooks-page.webp)
-
-You can edit or delete your webhook subscriptions by clicking the "**Edit**" or "**Delete**" buttons next to the webhook.
-
-## Webhook fields
-
-The payload sent to the webhook URL contains the following fields:
-
-| Field                                        | Type      | Description                                          |
-| -------------------------------------------- | --------- | ---------------------------------------------------- |
-| `event`                                      | string    | The type of event that triggered the webhook.        |
-| `payload.id`                                 | number    | The id of the document.                              |
-| `payload.userId`                             | number    | The id of the user who owns the document.            |
-| `payload.authOptions`                        | json?     | Authentication options for the document.             |
-| `payload.formValues`                         | json?     | Form values for the document.                        |
-| `payload.title`                              | string    | The name of the document.                            |
-| `payload.status`                             | string    | The current status of the document.                  |
-| `payload.documentDataId`                     | string    | The identifier for the document data.                |
-| `payload.createdAt`                          | datetime  | The creation date and time of the document.          |
-| `payload.updatedAt`                          | datetime  | The last update date and time of the document.       |
-| `payload.completedAt`                        | datetime? | The completion date and time of the document.        |
-| `payload.deletedAt`                          | datetime? | The deletion date and time of the document.          |
-| `payload.teamId`                             | number?   | The id of the team.                                  |
-| `payload.documentData.id`                    | string    | The id of the document data.                         |
-| `payload.documentData.type`                  | string    | The type of the document data.                       |
-| `payload.documentData.data`                  | string    | The data of the document.                            |
-| `payload.documentData.initialData`           | string    | The initial data of the document.                    |
-| `payload.Recipient[].id`                     | number    | The id of the recipient.                             |
-| `payload.Recipient[].documentId`             | number?   | The id the document associated with the recipient.   |
-| `payload.Recipient[].templateId`             | number?   | The template identifier for the recipient.           |
-| `payload.Recipient[].email`                  | string    | The email address of the recipient.                  |
-| `payload.Recipient[].name`                   | string    | The name of the recipient.                           |
-| `payload.Recipient[].token`                  | string    | The token associated with the recipient.             |
-| `payload.Recipient[].expired`                | datetime? | The expiration status of the recipient.              |
-| `payload.Recipient[].signedAt`               | datetime? | The date and time the recipient signed the document. |
-| `payload.Recipient[].authOptions.accessAuth` | json?     | Access authentication options.                       |
-| `payload.Recipient[].authOptions.actionAuth` | json?     | Action authentication options.                       |
-| `payload.Recipient[].role`                   | string    | The role of the recipient.                           |
-| `payload.Recipient[].readStatus`             | string    | The read status of the document by the recipient.    |
-| `payload.Recipient[].signingStatus`          | string    | The signing status of the recipient.                 |
-| `payload.Recipient[].sendStatus`             | string    | The send status of the document to the recipient.    |
-| `createdAt`                                  | datetime  | The creation date and time of the webhook event.     |
-| `webhookEndpoint`                            | string    | The endpoint URL where the webhook is sent.          |
-
-## Webhook event payload example
-
-When an event that you have subscribed to occurs, Documenso will send a POST request to the specified webhook URL with a payload containing information about the event.
-
-## Example payloads
-
-Below are examples of the payloads that are sent for each of the supported events. The payloads are sent as JSON data in the body of the POST request.
-
-Example payload for the `document.created` event:
-
-```json
-{
-  "event": "DOCUMENT_CREATED",
-  "payload": {
-    "id": 10,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "title": "documenso.pdf",
-    "status": "DRAFT",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:44:43.341Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null
-  },
-  "createdAt": "2024-04-22T11:44:44.779Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.sent` event:
-
-```json
-{
-  "event": "DOCUMENT_SENT",
-  "payload": {
-    "id": 10,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "title": "documenso.pdf",
-    "status": "PENDING",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:48:07.569Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null,
-    "Recipient": [
-      {
-        "id": 52,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer2@documenso.com",
-        "name": "Signer 2",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "expired": null,
-        "signedAt": null,
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "role": "VIEWER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      },
-      {
-        "id": 53,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer1@documenso.com",
-        "name": "Signer 1",
-        "token": "HkrptwS42ZBXdRKj1TyUo",
-        "expired": null,
-        "signedAt": null,
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:48:07.945Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.opened` event:
-
-```json
-{
-  "event": "DOCUMENT_OPENED",
-  "payload": {
-    "id": 10,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "title": "documenso.pdf",
-    "status": "PENDING",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:48:07.569Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null,
-    "Recipient": [
-      {
-        "id": 52,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer2@documenso.com",
-        "name": "Signer 2",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "expired": null,
-        "signedAt": null,
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "role": "VIEWER",
-        "readStatus": "OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      }
-    ],
-    "documentData": {
-      "id": "hs8qz1ktr9204jn7mg6c5dxy0",
-      "type": "S3_PATH",
-      "data": "9753/xzqrshtlpokm/documenso.pdf",
-      "initialData": "9753/xzqrshtlpokm/documenso.pdf"
-    }
-  },
-  "createdAt": "2024-04-22T11:50:26.174Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.signed` event:
-
-```json
-{
-  "event": "DOCUMENT_SIGNED",
-  "payload": {
-    "id": 10,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "title": "documenso.pdf",
-    "status": "COMPLETED",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:52:05.708Z",
-    "completedAt": "2024-04-22T11:52:05.707Z",
-    "deletedAt": null,
-    "teamId": null,
-    "Recipient": [
-      {
-        "id": 51,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer1@documenso.com",
-        "name": "Signer 1",
-        "token": "HkrptwS42ZBXdRKj1TyUo",
-        "expired": null,
-        "signedAt": "2024-04-22T11:52:05.688Z",
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "role": "SIGNER",
-        "readStatus": "OPENED",
-        "signingStatus": "SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:52:18.577Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.completed` event:
-
-```json
-{
-  "event": "DOCUMENT_COMPLETED",
-  "payload": {
-    "id": 10,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "title": "documenso.pdf",
-    "status": "COMPLETED",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:52:05.708Z",
-    "completedAt": "2024-04-22T11:52:05.707Z",
-    "deletedAt": null,
-    "teamId": null,
-    "documentData": {
-      "id": "hs8qz1ktr9204jn7mg6c5dxy0",
-      "type": "S3_PATH",
-      "data": "bk9p1h7x0s3m/documenso-signed.pdf",
-      "initialData": "9753/xzqrshtlpokm/documenso.pdf"
-    },
-    "Recipient": [
-      {
-        "id": 50,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer2@documenso.com",
-        "name": "Signer 2",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "expired": null,
-        "signedAt": "2024-04-22T11:51:10.055Z",
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "role": "VIEWER",
-        "readStatus": "OPENED",
-        "signingStatus": "SIGNED",
-        "sendStatus": "SENT"
-      },
-      {
-        "id": 51,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer1@documenso.com",
-        "name": "Signer 1",
-        "token": "HkrptwS42ZBXdRKj1TyUo",
-        "expired": null,
-        "signedAt": "2024-04-22T11:52:05.688Z",
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "role": "SIGNER",
-        "readStatus": "OPENED",
-        "signingStatus": "SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:52:18.277Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-## Availability
-
-Webhooks are available to individual users and teams.

apps/documentation/postcss.config.js

@@ -1,6 +0,0 @@
-module.exports = {
-  plugins: {
-    tailwindcss: {},
-    autoprefixer: {},
-  },
-};

apps/documentation/styles.css

@@ -1,3 +0,0 @@
-@tailwind base;
-@tailwind components;
-@tailwind utilities;

apps/documentation/tailwind.config.ts

@@ -1,20 +0,0 @@
-import type { Config } from "tailwindcss";
-
-const config: Config = {
-  content: [
-    "./pages/**/*.{js,ts,jsx,tsx,mdx}",
-    "./components/**/*.{js,ts,jsx,tsx,mdx}",
-    "./app/**/*.{js,ts,jsx,tsx,mdx}",
-  ],
-  theme: {
-    extend: {
-      backgroundImage: {
-        "gradient-radial": "radial-gradient(var(--tw-gradient-stops))",
-        "gradient-conic":
-          "conic-gradient(from 180deg at 50% 50%, var(--tw-gradient-stops))",
-      },
-    },
-  },
-  plugins: [],
-};
-export default config;

apps/documentation/theme.config.tsx

@@ -1,49 +0,0 @@
-import { useConfig } from 'nextra-theme-docs';
-import type { DocsThemeConfig } from 'nextra-theme-docs';
-
-const themeConfig: DocsThemeConfig = {
-  logo: <span>Documenso Docs</span>,
-  head: function useHead() {
-    const config = useConfig<{ title?: string; description?: string }>();
-
-    const title = `${config.frontMatter.title} | Documenso Docs` || 'Documenso Docs';
-    const description = config.frontMatter.description || 'The official Documenso documentation';
-
-    return (
-      <>
-        <meta httpEquiv="Content-Language" content="en" />
-        <meta name="title" content={title} />
-        <meta name="og:title" content={title} />
-        <meta name="description" content={description} />
-        <meta name="og:description" content={description} />
-      </>
-    );
-  },
-  project: {
-    link: 'https://documen.so/github',
-  },
-  chat: {
-    link: 'https://documen.so/discord',
-  },
-  docsRepositoryBase: 'https://github.com/documenso/documenso/tree/main/apps/documentation',
-  footer: {
-    text: (
-      <span>
-        {new Date().getFullYear()} ©{' '}
-        <a href="https://documen.so" target="_blank">
-          Documenso
-        </a>
-        .
-      </span>
-    ),
-  },
-  primaryHue: 100,
-  primarySaturation: 48.47,
-  useNextSeoProps() {
-    return {
-      titleTemplate: '%s | Documenso Docs',
-    };
-  },
-};
-
-export default themeConfig;

apps/documentation/tsconfig.json

@@ -1,27 +0,0 @@
-{
-  "compilerOptions": {
-    "lib": ["dom", "dom.iterable", "esnext"],
-    "allowJs": true,
-    "skipLibCheck": true,
-    "strict": true,
-    "noEmit": true,
-    "esModuleInterop": true,
-    "module": "esnext",
-    "moduleResolution": "node",
-    "resolveJsonModule": true,
-    "isolatedModules": true,
-    "jsx": "preserve",
-    "incremental": true,
-    "plugins": [
-      {
-        "name": "next"
-      }
-    ],
-    "paths": {
-      "@/*": ["./*"]
-    },
-    "forceConsistentCasingInFileNames": true
-  },
-  "include": ["next-env.d.ts", "**/*.ts", "**/*.tsx", ".next/types/**/*.ts"],
-  "exclude": ["node_modules"]
-}

apps/marketing/content/blog/sunsetting-early-adopters.mdx

@@ -0,0 +1,49 @@
+---
+title: Sunsetting the Early Adopters Plan
+description: We reached or Early Adopter cap and not transition to our regular pricing 🎉
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-06-12
+tags:
+  - Early Adopters
+  - Pricing 
+  - Open Startup
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/sunset.jpg"
+    width="1260"
+    height="630"
+    alt="A beautiful sunset as a metaphor for the Early Adopter phase ending"
+  />
+
+  <figcaption className="text-center">
+    "Being early is, uh, good." -Unknown
+  </figcaption>
+</figure>
+
+> TLDR; The Early Adopters Plan ended, and we have a new pricing. If you are an Early Adopter, reach out for a Discord community badge 🏅
+
+# The End of the Beginning
+12 months, 13 releases, and 344 merged pull requests after announcing the Early Adopter plan in our first-ever launch week, and we hit the cap of 100. Documenso has changed and grown a lot since then. For us, this is a great milestone towards our broader mission of bringing open signing to the world since now we are joined by a community consisting of contributors and early customers all around the world. 
+
+# The New Plans
+Starting today, we are sunsetting the Early Adopter Plan in favor of our new, more nuanced pricing model. The Early Adopter plan will succeeded by the **Individual plan**, which is still priced at $30/mo. The Individual plans will still include unlimited signatures and recipients since this aligns with our core belief of empowering our users wherever possible. If you managed to grab an Early Adopter plan, reach out on X or Discord to receive a special community badge. Early Adopters are meant to get preferential treatment where possible.
+
+Previously soft-launched as part of Early Adopters, we are officially introducing the **Team Plan** to our pricing for customers requiring multi-user accounts. Priced at $50/ mo. for 5 users, this plan offers unlimited signature volume as well. Additional users can be added for $10/mo. as needed. We have carefully crafted the billing of teams to ensure that dynamic changes are accurately reflected at the end of each billing cycle, providing you with a fair-value pricing structure.
+
+Our **Free Plan** stays unchanged, offering coverage to casual users and an easy way to try out Documenso or start developing.
+
+Check out our [new pricing page here](https://documen.so/pricing). We also updated our [open page](https://documen.so/open) to reflect the end of Early Adopters. The metric now counts active subscriptions from Individuals and Teams.
+
+# API Access
+All plans include access to the API as per our philosophy, making Documenso an open platform, and allowing everyone to build on it, no matter how big or small. Besides the Free Plan's 5 signatures per month limit, the API does not have access restrictions. Even the free plan can keep using the API after using its signature volume for non-signing operations like reading, editing, and even creating documents. Since the individual plan technically allows for running a Fortune 500 company for $30/ mo., plan we are adding a fair use clause here: You are free to use the API "a lot" if you are a big organization trying to stay on the Individual Plan we will ask to have a word about upgrading (which might make sense anyway considering your requirements). Fair use excludes Early Adopters, which we consider limitless by any measure. If you need clarification on whether your case is covered under fair use, you can contact us on Discord or support@documenso.com. It's probably fine, though.
+
+We also have a lot in the pipeline, and we are excited to share everything with you soon. A Big Shoutout to all Early Adopters. We salute you, and you will receive the preferred treatment where possible.
+
+If you have any questions or comments, please reach out on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord).
+
+Best from Hamburg\
+Timur

apps/marketing/next.config.js

@@ -18,6 +18,10 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
+const FONT_NOTO_SANS_BYTES = fs.readFileSync(
+  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
+);
+
 /** @type {import('next').NextConfig} */
 const config = {
   experimental: {
@@ -38,6 +42,7 @@ const config = {
   env: {
     NEXT_PUBLIC_PROJECT: 'marketing',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
+    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {

apps/marketing/package.json

@@ -21,6 +21,9 @@
     "@hookform/resolvers": "^3.1.0",
     "@openstatus/react": "^0.0.3",
     "contentlayer": "^0.3.4",
+    "embla-carousel": "^8.1.3",
+    "embla-carousel-autoplay": "^8.1.3",
+    "embla-carousel-react": "^8.1.3",
     "framer-motion": "^10.12.8",
     "lucide-react": "^0.279.0",
     "luxon": "^3.4.0",

apps/marketing/src/app/(marketing)/open/monthly-completed-documents-chart.tsx

@@ -3,11 +3,11 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetCompletedDocumentsMonthlyResult } from '@documenso/lib/server-only/user/get-monthly-completed-document';
 
 export type MonthlyCompletedDocumentsChartProps = {
   className?: string;
-  data: GetUserMonthlyGrowthResult;
+  data: GetCompletedDocumentsMonthlyResult;
 };
 
 export const MonthlyCompletedDocumentsChart = ({

apps/marketing/src/app/(marketing)/open/page.tsx

@@ -247,8 +247,8 @@ export default async function OpenPage() {
           <BarMetric<EarlyAdoptersType>
             data={EARLY_ADOPTERS_DATA}
             metricKey="earlyAdopters"
-            title="Early Adopters"
-            label="Early Adopters"
+            title="Total Customers"
+            label="Total Customers"
             className="col-span-12 lg:col-span-6"
             extraInfo={<OpenPageTooltip />}
           />

apps/marketing/src/app/(marketing)/open/tooltip.tsx

@@ -29,7 +29,7 @@ export function OpenPageTooltip() {
           </svg>
         </TooltipTrigger>
         <TooltipContent>
-          <p>Active Subscriptions.</p>
+          <p>Customers with an Active Subscriptions.</p>
         </TooltipContent>
       </Tooltip>
     </TooltipProvider>

apps/marketing/src/app/(marketing)/open/total-signed-documents-chart.tsx

@@ -3,11 +3,11 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetCompletedDocumentsMonthlyResult } from '@documenso/lib/server-only/user/get-monthly-completed-document';
 
 export type TotalSignedDocumentsChartProps = {
   className?: string;
-  data: GetUserMonthlyGrowthResult;
+  data: GetCompletedDocumentsMonthlyResult;
 };
 
 export const TotalSignedDocumentsChart = ({ className, data }: TotalSignedDocumentsChartProps) => {

apps/marketing/src/app/(marketing)/pricing/page.tsx

@@ -9,6 +9,7 @@ import {
 } from '@documenso/ui/primitives/accordion';
 import { Button } from '@documenso/ui/primitives/button';
 
+import { Enterprise } from '~/components/(marketing)/enterprise';
 import { PricingTable } from '~/components/(marketing)/pricing-table';
 
 export const metadata: Metadata = {
@@ -42,6 +43,10 @@ export default function PricingPage() {
         <PricingTable />
       </div>
 
+      <div className="mt-12">
+        <Enterprise />
+      </div>
+
       <div className="mx-auto mt-36 max-w-2xl">
         <h2 className="text-center text-2xl font-semibold">
           None of these work for you? Try self-hosting!

apps/marketing/src/app/(marketing)/singleplayer/client.tsx

@@ -8,7 +8,7 @@ import { useRouter } from 'next/navigation';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { DocumentDataType, Prisma } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -115,7 +115,7 @@ export const SinglePlayerClient = () => {
     }
 
     try {
-      const putFileData = await putFile(uploadedFile.file);
+      const putFileData = await putPdfFile(uploadedFile.file);
 
       const documentToken = await createSinglePlayerDocument({
         documentData: {
@@ -248,6 +248,7 @@ export const SinglePlayerClient = () => {
                   recipients={uploadedFile ? [placeholderRecipient] : []}
                   fields={fields}
                   onSubmit={onFieldsSubmit}
+                  canGoBack={true}
                   isDocumentPdfLoaded={true}
                 />
               </fieldset>

apps/marketing/src/components/(marketing)/callout.tsx

@@ -34,17 +34,18 @@ export const Callout = ({ starCount }: CalloutProps) => {
 
   return (
     <div className="mt-8 flex flex-wrap items-center justify-center gap-x-6 gap-y-4">
-      <Button
-        type="button"
-        variant="outline"
-        className="rounded-full bg-transparent backdrop-blur-sm"
-        onClick={onSignUpClick}
-      >
-        Claim Early Adopter Plan
-        <span className="bg-primary dark:text-background -mr-2.5 ml-2.5 rounded-full px-2 py-1.5 text-xs font-medium">
-          $30/mo
-        </span>
-      </Button>
+      <Link href="https://app.documenso.com/signup?utm_source=marketing-callout">
+        <Button
+          type="button"
+          variant="outline"
+          className="rounded-full bg-transparent backdrop-blur-sm"
+        >
+          Try our Free Plan
+          <span className="bg-primary dark:text-background -mr-2.5 ml-2.5 rounded-full px-2 py-1.5 text-xs font-medium">
+            No Credit Card required
+          </span>
+        </Button>
+      </Link>
 
       <Link
         href="https://github.com/documenso/documenso"

apps/marketing/src/components/(marketing)/carousel.tsx

@@ -0,0 +1,261 @@
+'use client';
+
+import React, { useCallback, useEffect, useRef, useState } from 'react';
+
+import Autoplay from 'embla-carousel-autoplay';
+import useEmblaCarousel from 'embla-carousel-react';
+import { useTheme } from 'next-themes';
+
+import { Card } from '@documenso/ui/primitives/card';
+import { Progress } from '@documenso/ui/primitives/progress';
+
+import { Slide } from './slide';
+
+const SLIDES = [
+  {
+    label: 'Signing Process',
+    type: 'video',
+    srcLight: 'https://github.com/documenso/design/raw/main/marketing/signing.webm',
+    srcDark: 'https://github.com/documenso/design/raw/main/marketing/dark/signing.webm',
+  },
+  {
+    label: 'Teams',
+    type: 'video',
+    srcLight: 'https://github.com/documenso/design/raw/main/marketing/teams.webm',
+    srcDark: 'https://github.com/documenso/design/raw/main/marketing/dark/teams.webm',
+  },
+  {
+    label: 'Zapier',
+    type: 'video',
+    srcLight: 'https://github.com/documenso/design/raw/main/marketing/zapier.webm',
+    srcDark: 'https://github.com/documenso/design/raw/main/marketing/dark/zapier.webm',
+  },
+  {
+    label: 'Webhooks',
+    type: 'video',
+    srcLight: 'https://github.com/documenso/design/raw/main/marketing/webhooks.webm',
+    srcDark: 'https://github.com/documenso/design/raw/main/marketing/dark/webhooks.webm',
+  },
+  {
+    label: 'API',
+    type: 'video',
+    srcLight: 'https://github.com/documenso/design/raw/main/marketing/api.webm',
+    srcDark: 'https://github.com/documenso/design/raw/main/marketing/dark/api.webm',
+  },
+  {
+    label: 'Profile',
+    type: 'video',
+    srcLight: 'https://github.com/documenso/design/raw/main/marketing/profile_teaser.webm',
+    srcDark: 'https://github.com/documenso/design/raw/main/marketing/dark/profile_teaser.webm',
+  },
+];
+
+export const Carousel = () => {
+  const slides = SLIDES;
+  const [_isPlaying, setIsPlaying] = useState(false);
+  const [selectedIndex, setSelectedIndex] = useState(0);
+  const [progress, setProgress] = useState(0);
+  const videoRefs = useRef<(HTMLVideoElement | null)[]>([]);
+  const [autoplayDelay, setAutoplayDelay] = useState<number[]>([]);
+  const { resolvedTheme } = useTheme();
+  const [mounted, setMounted] = useState(false);
+
+  useEffect(() => {
+    setMounted(true);
+  }, []);
+
+  const [emblaRef, emblaApi] = useEmblaCarousel({ loop: true }, [
+    Autoplay({ playOnInit: true, delay: autoplayDelay[selectedIndex] || 5000 }),
+  ]);
+  const [emblaThumbsRef, emblaThumbsApi] = useEmblaCarousel(
+    {
+      loop: true,
+      containScroll: 'keepSnaps',
+      dragFree: true,
+    },
+    [Autoplay({ playOnInit: true, delay: autoplayDelay[selectedIndex] || 5000 })],
+  );
+
+  const onThumbClick = useCallback(
+    (index: number) => {
+      if (!emblaApi || !emblaThumbsApi) return;
+      emblaApi.scrollTo(index);
+    },
+    [emblaApi, emblaThumbsApi],
+  );
+
+  const onSelect = useCallback(() => {
+    if (!emblaApi || !emblaThumbsApi) return;
+    setSelectedIndex(emblaApi.selectedScrollSnap());
+    emblaThumbsApi.scrollTo(emblaApi.selectedScrollSnap());
+
+    resetProgress();
+    const autoplay = emblaApi.plugins()?.autoplay;
+
+    if (autoplay) {
+      autoplay.reset();
+    }
+  }, [emblaApi, emblaThumbsApi, setSelectedIndex]);
+
+  const resetProgress = useCallback(() => {
+    setProgress(0);
+  }, []);
+
+  useEffect(() => {
+    const setVideoDurations = async () => {
+      const durations = await Promise.all(
+        videoRefs.current.map(
+          async (video) =>
+            new Promise<number>((resolve) => {
+              if (video) {
+                video.onloadedmetadata = () => resolve(video.duration * 1000);
+              } else {
+                resolve(5000);
+              }
+            }),
+        ),
+      );
+
+      setAutoplayDelay(durations);
+    };
+
+    void setVideoDurations();
+  }, [slides, mounted, resolvedTheme]);
+
+  useEffect(() => {
+    const observer = new IntersectionObserver(
+      (entries) => {
+        entries.forEach((entry) => {
+          if (entry.isIntersecting) {
+            const video = entry.target as HTMLVideoElement;
+            video
+              .play()
+              .catch((error) => console.log('Error attempting to play the video:', error));
+          } else {
+            const video = entry.target as HTMLVideoElement;
+            video.pause();
+          }
+        });
+      },
+      {
+        threshold: 0.5,
+      },
+    );
+
+    videoRefs.current.forEach((video) => {
+      if (video) {
+        observer.observe(video);
+      }
+    });
+
+    return () => {
+      observer.disconnect();
+    };
+  }, [slides, mounted, resolvedTheme]);
+
+  useEffect(() => {
+    if (!emblaApi) return;
+    onSelect();
+
+    emblaApi.on('select', onSelect).on('reInit', onSelect);
+  }, [emblaApi, onSelect, mounted, resolvedTheme]);
+
+  useEffect(() => {
+    const autoplay = emblaApi?.plugins()?.autoplay;
+    if (!autoplay) return;
+
+    setIsPlaying(autoplay.isPlaying());
+    emblaApi
+      .on('autoplay:play', () => setIsPlaying(true))
+      .on('autoplay:stop', () => setIsPlaying(false))
+      .on('reInit', () => setIsPlaying(autoplay.isPlaying()));
+  }, [emblaApi, mounted, resolvedTheme]);
+
+  useEffect(() => {
+    if (autoplayDelay[selectedIndex] === undefined) return;
+
+    const updateInterval = 50;
+    const increment = 100 / (autoplayDelay[selectedIndex] / updateInterval);
+    let progressValue = 0;
+
+    const timer = setInterval(() => {
+      setProgress((prevProgress) => {
+        progressValue = prevProgress + increment;
+        if (progressValue >= 100) {
+          clearInterval(timer);
+          if (emblaApi) {
+            emblaApi.scrollNext();
+          }
+          return 100;
+        }
+        return progressValue;
+      });
+    }, updateInterval);
+
+    return () => clearInterval(timer);
+  }, [selectedIndex, autoplayDelay, emblaApi, mounted, resolvedTheme]);
+
+  useEffect(() => {
+    if (!emblaApi) return;
+
+    const resetCarousel = () => {
+      emblaApi.reInit();
+      emblaApi.scrollTo(0);
+    };
+
+    resetCarousel();
+  }, [emblaApi, autoplayDelay, mounted, resolvedTheme]);
+
+  // Ensure the component renders only after mounting to avoid theme issues
+  if (!mounted) return null;
+  return (
+    <>
+      <Card className="mx-auto mt-12 w-full max-w-4xl rounded-2xl p-1 before:rounded-2xl" gradient>
+        <div className="overflow-hidden rounded-xl" ref={emblaRef}>
+          <div className="flex touch-pan-y rounded-xl">
+            {slides.map((slide, index) => (
+              <div className="min-w-[10rem] flex-none basis-full rounded-xl" key={index}>
+                {slide.type === 'video' && (
+                  <video
+                    key={`${resolvedTheme}-${index}`}
+                    ref={(el) => (videoRefs.current[index] = el)}
+                    muted
+                    loop
+                    className="h-auto w-full rounded-xl"
+                  >
+                    <source
+                      src={resolvedTheme === 'dark' ? slide.srcDark : slide.srcLight}
+                      type="video/webm"
+                    />
+                    Your browser does not support the video tag.
+                  </video>
+                )}
+              </div>
+            ))}
+          </div>
+        </div>
+
+        <div className="dark:bg-background absolute bottom-2 right-2 flex w-[5%] flex-col items-center space-y-1 rounded-lg bg-white  p-1.5">
+          <span className="text-foreground dark:text-muted-foreground text-xs">
+            {selectedIndex + 1}/{slides.length}
+          </span>
+          <Progress value={progress} className="h-1" />
+        </div>
+      </Card>
+
+      <div className="mx-auto mt-12 max-w-4xl px-2">
+        <div className="mt-2 flex justify-between" ref={emblaThumbsRef}>
+          {slides.map((slide, index) => (
+            <Slide
+              key={index}
+              onClick={() => onThumbClick(index)}
+              selected={index === selectedIndex}
+              index={index}
+              label={slide.label}
+            />
+          ))}
+        </div>
+      </div>
+    </>
+  );
+};

apps/marketing/src/components/(marketing)/enterprise.tsx

@@ -0,0 +1,36 @@
+'use client';
+
+import Link from 'next/link';
+
+import { usePlausible } from 'next-plausible';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+export const Enterprise = () => {
+  const event = usePlausible();
+
+  return (
+    <div className="mx-auto mt-36 max-w-2xl">
+      <h2 className="text-center text-2xl font-semibold">
+        Enterprise Compliance, License or Technical Needs?
+      </h2>
+
+      <p className="text-muted-foreground mt-4 text-center leading-relaxed">
+        Our Enterprise License is great large organizations looking to switch to Documenso for all
+        their signing needs. It's availible for our cloud offering as well as self-hosted setups and
+        offer a wide range of compliance and Adminstration Features.
+      </p>
+
+      <div className="mt-4 flex justify-center">
+        <Link
+          href="https://dub.sh/enterprise"
+          target="_blank"
+          className="mt-6"
+          onClick={() => event('enterprise-contact')}
+        >
+          <Button className="rounded-full text-base">Contact Us</Button>
+        </Link>
+      </div>
+    </div>
+  );
+};

apps/marketing/src/components/(marketing)/hero.tsx

@@ -14,7 +14,7 @@ import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-fl
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
-import { Widget } from './widget';
+import { Carousel } from './carousel';
 
 export type HeroProps = {
   className?: string;
@@ -50,6 +50,21 @@ const HeroTitleVariants: Variants = {
   },
 };
 
+const HeroCarouselVariants: Variants = {
+  initial: {
+    opacity: 0,
+    y: 60,
+  },
+  animate: {
+    opacity: 1,
+    y: 0,
+    transition: {
+      delay: 0.5,
+      duration: 0.8,
+    },
+  },
+};
+
 export const Hero = ({ className, ...props }: HeroProps) => {
   const event = usePlausible();
 
@@ -57,23 +72,6 @@ export const Hero = ({ className, ...props }: HeroProps) => {
 
   const heroMarketingCTA = getFlag('marketing_landing_hero_cta');
 
-  const onSignUpClick = () => {
-    const el = document.getElementById('email');
-
-    if (el) {
-      const { top } = el.getBoundingClientRect();
-
-      window.scrollTo({
-        top: top - 120,
-        behavior: 'smooth',
-      });
-
-      requestAnimationFrame(() => {
-        el.focus();
-      });
-    }
-  };
-
   return (
     <motion.div className={cn('relative', className)} {...props}>
       <div className="absolute -inset-24 -z-10">
@@ -108,18 +106,18 @@ export const Hero = ({ className, ...props }: HeroProps) => {
           animate="animate"
           className="mt-8 flex flex-wrap items-center justify-center gap-x-6 gap-y-4"
         >
-          <Button
-            type="button"
-            variant="outline"
-            className="rounded-full bg-transparent backdrop-blur-sm"
-            onClick={onSignUpClick}
-          >
-            Claim Early Adopter Plan
-            <span className="bg-primary dark:text-background -mr-2.5 ml-2.5 rounded-full px-2 py-1.5 text-xs font-medium">
-              $30/mo
-            </span>
-          </Button>
-
+          <Link href="https://app.documenso.com/signup?utm_source=marketing-hero">
+            <Button
+              type="button"
+              variant="outline"
+              className="rounded-full bg-transparent backdrop-blur-sm"
+            >
+              Try our Free Plan
+              <span className="bg-primary dark:text-background -mr-2.5 ml-2.5 rounded-full px-2 py-1.5 text-xs font-medium">
+                No Credit Card required
+              </span>
+            </Button>
+          </Link>
           <Link href="https://github.com/documenso/documenso" onClick={() => event('view-github')}>
             <Button variant="outline" className="rounded-full bg-transparent backdrop-blur-sm">
               <LuGithub className="mr-2 h-5 w-5" />
@@ -170,74 +168,11 @@ export const Hero = ({ className, ...props }: HeroProps) => {
 
         <motion.div
           className="mt-12"
-          variants={{
-            initial: {
-              scale: 0.2,
-              opacity: 0,
-            },
-            animate: {
-              scale: 1,
-              opacity: 1,
-              transition: {
-                ease: 'easeInOut',
-                delay: 0.5,
-                duration: 0.8,
-              },
-            },
-          }}
+          variants={HeroCarouselVariants}
           initial="initial"
           animate="animate"
         >
-          <Widget className="mt-12">
-            <strong>Documenso Supporter Pledge</strong>
-            <p className="w-full max-w-[70ch]">
-              Our mission is to create an open signing infrastructure that empowers the world,
-              enabling businesses to embrace openness, cooperation, and transparency. We believe
-              that signing, as a fundamental act, should embody these values. By offering an
-              open-source signing solution, we aim to make document signing accessible, transparent,
-              and trustworthy.
-            </p>
-
-            <p className="w-full max-w-[70ch]">
-              Through our platform, called Documenso, we strive to earn your trust by allowing
-              self-hosting and providing complete visibility into its inner workings. We value
-              inclusivity and foster an environment where diverse perspectives and contributions are
-              welcomed, even though we may not implement them all.
-            </p>
-
-            <p className="w-full max-w-[70ch]">
-              At Documenso, we envision a web-enabled future for business and contracts, and we are
-              committed to being the leading provider of open signing infrastructure. By combining
-              exceptional product design with open-source principles, we aim to deliver a robust and
-              well-designed application that exceeds your expectations.
-            </p>
-
-            <p className="w-full max-w-[70ch]">
-              We understand that exceptional products are born from exceptional communities, and we
-              invite you to join our open-source community. Your contributions, whether technical or
-              non-technical, will help shape the future of signing. Together, we can create a better
-              future for everyone.
-            </p>
-
-            <p className="w-full max-w-[70ch]">
-              Today we invite you to join us on this journey: By signing this mission statement you
-              signal your support of Documenso's mission{' '}
-              <span className="bg-primary text-black">
-                (in a non-legally binding, but heartfelt way)
-              </span>{' '}
-              and lock in the early adopter plan for forever, including everything we build this
-              year.
-            </p>
-
-            <div className="flex h-24 items-center">
-              <p className={cn('text-5xl [font-family:var(--font-caveat)]')}>Timur & Lucas</p>
-            </div>
-
-            <div>
-              <strong>Timur Ercan & Lucas Smith</strong>
-              <p className="mt-1">Co-Founders, Documenso</p>
-            </div>
-          </Widget>
+          <Carousel />
         </motion.div>
       </div>
     </motion.div>

apps/marketing/src/components/(marketing)/pricing-table.tsx

@@ -58,7 +58,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
           >
             Yearly
             <div className="bg-muted text-foreground block rounded-full px-2 py-0.5 text-xs">
-              Save $60
+              Save $60 or $100
             </div>
             {period === 'YEARLY' && (
               <motion.div
@@ -75,7 +75,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
           data-plan="free"
           className="bg-background shadow-foreground/5 flex flex-col items-center justify-center rounded-lg border px-8 py-12 shadow-lg"
         >
-          <p className="text-foreground text-4xl font-medium">Free Plan</p>
+          <p className="text-foreground text-4xl font-medium">Free</p>
           <p className="text-primary mt-2.5 text-xl font-medium">$0</p>
 
           <p className="text-foreground mt-4 max-w-[30ch] text-center">
@@ -102,10 +102,10 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
         </div>
 
         <div
-          data-plan="early-adopter"
-          className="border-primary bg-background shadow-foreground/5 flex flex-col items-center justify-center rounded-lg border-2 px-8 py-12 shadow-[0px_0px_0px_4px_#E3E3E380]"
+          data-plan="individual"
+          className="bg-background shadow-foreground/5 flex flex-col items-center justify-center rounded-lg border-2 px-8 py-12 shadow-[0px_0px_0px_4px_#E3E3E380]"
         >
-          <p className="text-foreground text-4xl font-medium">Early Adopters</p>
+          <p className="text-foreground text-4xl font-medium">Individual</p>
           <div className="text-primary mt-2.5 text-xl font-medium">
             <AnimatePresence mode="wait">
               {period === 'MONTHLY' && <motion.div layoutId="pricing">$30</motion.div>}
@@ -114,12 +114,12 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
           </div>
 
           <p className="text-foreground mt-4 max-w-[30ch] text-center">
-            For fast-growing companies that aim to scale across multiple teams.
+            Everything you need for a great signing experience.
           </p>
 
           <Button className="mt-6 rounded-full text-base" asChild>
             <Link
-              href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup?utm_source=pricing-early-adopter`}
+              href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup?utm_source=pricing-individual-plan`}
               target="_blank"
             >
               Signup Now
@@ -127,51 +127,46 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
           </Button>
 
           <div className="mt-8 flex w-full flex-col divide-y">
-            <p className="text-foreground py-4">
-              <a
-                href="https://documen.so/early-adopters-pricing-page"
-                target="_blank"
-                rel="noreferrer"
-              >
-                Limited Time Offer: <span className="text-documenso-700">Read More</span>
-              </a>
-            </p>
-            <p className="text-foregro‚und py-4">Unlimited Teams</p>
-            <p className="text-foregro‚und py-4">Unlimited Users</p>
-            <p className="text-foregro‚und py-4">Unlimited Documents per month</p>
-            <p className="text-foreground py-4">Includes all upcoming features</p>
-            <p className="text-foreground py-4">Email, Discord and Slack assistance</p>
+            <p className="text-foreground py-4">Unlimited Documents per Month</p>
+            <p className="text-foreground py-4">API Accesss</p>
+            <p className="text-foreground py-4">Email and Discord Support</p>
+            <p className="text-foreground py-4">Premium Profile Name</p>
           </div>
           <div className="flex-1" />
         </div>
 
         <div
-          data-plan="enterprise"
-          className="bg-background shadow-foreground/5 flex flex-col items-center justify-center rounded-lg border px-8 py-12 shadow-lg"
+          data-plan="teams"
+          className="border-primary bg-background shadow-foreground/5 flex flex-col items-center justify-center rounded-lg border px-8 py-12 shadow-lg"
         >
-          <p className="text-foreground text-4xl font-medium">Enterprise</p>
-          <p className="text-primary mt-2.5 text-xl font-medium">Pricing on request</p>
+          <p className="text-foreground text-4xl font-medium">Teams</p>
+          <div className="text-primary mt-2.5 text-xl font-medium">
+            <AnimatePresence mode="wait">
+              {period === 'MONTHLY' && <motion.div layoutId="pricingTeams">$50</motion.div>}
+              {period === 'YEARLY' && <motion.div layoutId="pricingTeams">$500</motion.div>}
+            </AnimatePresence>
+          </div>
 
           <p className="text-foreground mt-4 max-w-[30ch] text-center">
-            For large organizations that need extra flexibility and control.
+            For companies looking to scale across multiple teams.
           </p>
 
-          <Link
-            href="https://dub.sh/enterprise"
-            target="_blank"
-            className="mt-6"
-            onClick={() => event('enterprise-contact')}
-          >
-            <Button className="rounded-full text-base">Contact Us</Button>
-          </Link>
+          <Button className="mt-6 rounded-full text-base" asChild>
+            <Link
+              href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup?utm_source=pricing-teams-plan`}
+              target="_blank"
+            >
+              Signup Now
+            </Link>
+          </Button>
 
           <div className="mt-8 flex w-full flex-col divide-y">
-            <p className="text-foreground py-4 font-medium">Everything in Early Adopters, plus:</p>
-            <p className="text-foreground py-4">Custom Subdomain</p>
-            <p className="text-foreground py-4">Compliance Check</p>
-            <p className="text-foreground py-4">Guaranteed Uptime</p>
-            <p className="text-foreground py-4">Reporting & Analysis</p>
-            <p className="text-foreground py-4">24/7 Support</p>
+            <p className="text-foreground py-4">Unlimited Documents per Month</p>
+            <p className="text-foreground py-4">API Accesss</p>
+            <p className="text-foreground py-4">Email and Discord Support</p>
+            <p className="text-foreground py-4 font-medium">Team Inbox</p>
+            <p className="text-foreground py-4">5 Users Included</p>
+            <p className="text-foreground py-4">Add More Users for $10/ mo.</p>
           </div>
         </div>
       </div>

apps/marketing/src/components/(marketing)/share-connect-paid-widget-bento.tsx

@@ -70,7 +70,7 @@ export const ShareConnectPaidWidgetBento = ({
           <CardContent className="grid grid-cols-1 gap-8 p-6">
             <p className="text-foreground/80 leading-relaxed">
               <strong className="block">Get paid (Soon).</strong>
-              Integrated payments with stripe so you don’t have to worry about getting paid.
+              Integrated payments with Stripe so you don’t have to worry about getting paid.
             </p>
 
             <div className="flex items-center justify-center p-8">

apps/marketing/src/components/(marketing)/slide.tsx

@@ -0,0 +1,29 @@
+import React from 'react';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+type SlideProps = {
+  selected: boolean;
+  index: number;
+  onClick: () => void;
+  label: string;
+};
+
+export const Slide: React.FC<SlideProps> = (props) => {
+  const { selected, label, onClick } = props;
+
+  return (
+    <button
+      onClick={onClick}
+      type="button"
+      className={cn(
+        'text-muted-foreground dark:text-muted-foreground/60 border-b-2 border-transparent py-4',
+        {
+          'border-primary text-foreground dark:text-muted-foreground border-b-2': selected,
+        },
+      )}
+    >
+      {label}
+    </button>
+  );
+};

apps/marketing/src/components/(marketing)/widget.tsx

@@ -1,421 +0,0 @@
-'use client';
-
-import type { HTMLAttributes, KeyboardEvent } from 'react';
-import { useMemo, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { AnimatePresence, motion } from 'framer-motion';
-import { Loader } from 'lucide-react';
-import { usePlausible } from 'next-plausible';
-import { env } from 'next-runtime-env';
-import { Controller, useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-} from '@documenso/ui/primitives/dialog';
-import { Input } from '@documenso/ui/primitives/input';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { claimPlan } from '~/api/claim-plan/fetcher';
-
-import { STEP } from '../constants';
-import { FormErrorMessage } from '../form/form-error-message';
-
-const ZWidgetFormSchema = z
-  .object({
-    email: z.string().email({ message: 'Please enter a valid email address.' }),
-    name: z.string().trim().min(3, { message: 'Please enter a valid name.' }),
-  })
-  .and(
-    z.union([
-      z.object({
-        signatureDataUrl: z.string().min(1),
-        signatureText: z.null().or(z.string().max(0)),
-      }),
-      z.object({
-        signatureDataUrl: z.null().or(z.string().max(0)),
-        signatureText: z.string().trim().min(1),
-      }),
-    ]),
-  );
-
-export type TWidgetFormSchema = z.infer<typeof ZWidgetFormSchema>;
-
-type StepKeys = keyof typeof STEP;
-type StepValues = (typeof STEP)[StepKeys];
-
-export type WidgetProps = HTMLAttributes<HTMLDivElement>;
-
-export const Widget = ({ className, children, ...props }: WidgetProps) => {
-  const { toast } = useToast();
-  const event = usePlausible();
-
-  const [step, setStep] = useState<StepValues>(STEP.EMAIL);
-  const [showSigningDialog, setShowSigningDialog] = useState(false);
-  const [draftSignatureDataUrl, setDraftSignatureDataUrl] = useState<string | null>(null);
-
-  const {
-    control,
-    register,
-    handleSubmit,
-    setValue,
-    trigger,
-    watch,
-    formState: { errors, isSubmitting, isValid },
-  } = useForm<TWidgetFormSchema>({
-    mode: 'onChange',
-    defaultValues: {
-      email: '',
-      name: '',
-      signatureDataUrl: null,
-      signatureText: '',
-    },
-    resolver: zodResolver(ZWidgetFormSchema),
-  });
-
-  const signatureDataUrl = watch('signatureDataUrl');
-  const signatureText = watch('signatureText');
-
-  const stepsRemaining = useMemo(() => {
-    if (step === STEP.NAME) {
-      return 2;
-    }
-
-    if (step === STEP.EMAIL) {
-      return 3;
-    }
-
-    return 1;
-  }, [step]);
-
-  const onNextStepClick = () => {
-    if (step === STEP.EMAIL) {
-      setStep(STEP.NAME);
-
-      setTimeout(() => {
-        document.querySelector<HTMLElement>('#name')?.focus();
-      }, 0);
-    }
-
-    if (step === STEP.NAME) {
-      setStep(STEP.SIGN);
-
-      setTimeout(() => {
-        document.querySelector<HTMLElement>('#signatureText')?.focus();
-      }, 0);
-    }
-  };
-
-  const onEnterPress = (callback: () => void) => {
-    return (e: KeyboardEvent) => {
-      if (e.key === 'Enter') {
-        e.preventDefault();
-
-        callback();
-      }
-    };
-  };
-
-  const onSignatureConfirmClick = () => {
-    setValue('signatureDataUrl', draftSignatureDataUrl);
-    setValue('signatureText', '');
-
-    void trigger('signatureDataUrl');
-    setShowSigningDialog(false);
-  };
-
-  const onFormSubmit = async ({
-    email,
-    name,
-    signatureDataUrl,
-    signatureText,
-  }: TWidgetFormSchema) => {
-    try {
-      const delay = new Promise<void>((resolve) => {
-        setTimeout(resolve, 1000);
-      });
-
-      const planId = env('NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID');
-
-      if (!planId) {
-        throw new Error('No plan ID found.');
-      }
-
-      const claimPlanInput = signatureDataUrl
-        ? {
-            name,
-            email,
-            planId,
-            signatureDataUrl: signatureDataUrl,
-            signatureText: null,
-          }
-        : {
-            name,
-            email,
-            planId,
-            signatureDataUrl: null,
-            signatureText: signatureText ?? '',
-          };
-
-      const [result] = await Promise.all([claimPlan(claimPlanInput), delay]);
-
-      event('claim-plan-widget');
-
-      window.location.href = result;
-    } catch (error) {
-      event('claim-plan-failed');
-
-      toast({
-        title: 'Something went wrong',
-        description: error instanceof Error ? error.message : 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  return (
-    <>
-      <Card
-        className={cn('mx-auto w-full max-w-4xl rounded-3xl before:rounded-3xl', className)}
-        gradient
-        {...props}
-      >
-        <div className="grid grid-cols-12 gap-y-8 overflow-hidden p-2 lg:gap-x-8">
-          <div className="text-muted-foreground col-span-12 flex flex-col gap-y-4 p-4 text-xs leading-relaxed lg:col-span-7">
-            {children}
-          </div>
-
-          <form
-            className="bg-foreground/5 col-span-12 flex flex-col rounded-2xl p-6 lg:col-span-5"
-            onSubmit={handleSubmit(onFormSubmit)}
-          >
-            <h3 className="text-xl font-semibold">Sign up to Early Adopter Plan</h3>
-            <p className="text-muted-foreground mt-2 text-xs">
-              with Timur Ercan & Lucas Smith from Documenso
-            </p>
-
-            <hr className="mb-6 mt-4" />
-
-            <AnimatePresence>
-              <motion.div key="email">
-                <label htmlFor="email" className="text-foreground font-medium ">
-                  What’s your email?
-                </label>
-
-                <Controller
-                  control={control}
-                  name="email"
-                  render={({ field }) => (
-                    <div className="relative mt-2">
-                      <Input
-                        id="email"
-                        type="email"
-                        placeholder="your@example.com"
-                        className="bg-background w-full pr-16"
-                        disabled={isSubmitting}
-                        onKeyDown={(e) =>
-                          field.value !== '' &&
-                          !errors.email?.message &&
-                          onEnterPress(onNextStepClick)(e)
-                        }
-                        {...field}
-                      />
-
-                      <div className="absolute inset-y-0 right-0 p-1.5">
-                        <Button
-                          type="button"
-                          className="bg-primary h-full w-14 rounded"
-                          disabled={!field.value || !!errors.email?.message}
-                          onClick={() => step === STEP.EMAIL && onNextStepClick()}
-                        >
-                          Next
-                        </Button>
-                      </div>
-                    </div>
-                  )}
-                />
-
-                <FormErrorMessage error={errors.email} className="mt-1" />
-              </motion.div>
-
-              {(step === STEP.NAME || step === STEP.SIGN) && (
-                <motion.div
-                  key="name"
-                  className="mt-4"
-                  animate={{
-                    opacity: 1,
-                    transform: 'translateX(0)',
-                  }}
-                  initial={{
-                    opacity: 0,
-                    transform: 'translateX(-25%)',
-                  }}
-                  exit={{
-                    opacity: 0,
-                    transform: 'translateX(25%)',
-                  }}
-                >
-                  <label htmlFor="name" className="text-foreground font-medium ">
-                    And your name?
-                  </label>
-
-                  <Controller
-                    control={control}
-                    name="name"
-                    render={({ field }) => (
-                      <div className="relative mt-2">
-                        <Input
-                          id="name"
-                          type="text"
-                          placeholder=""
-                          className="bg-background w-full pr-16"
-                          disabled={isSubmitting}
-                          onKeyDown={(e) =>
-                            field.value !== '' &&
-                            !errors.name?.message &&
-                            onEnterPress(onNextStepClick)(e)
-                          }
-                          {...field}
-                        />
-
-                        <div className="absolute inset-y-0 right-0 p-1.5">
-                          <Button
-                            type="button"
-                            className="bg-primary h-full w-14 rounded"
-                            disabled={!field.value || !!errors.name?.message}
-                            onClick={() => onNextStepClick()}
-                          >
-                            Next
-                          </Button>
-                        </div>
-                      </div>
-                    )}
-                  />
-
-                  <FormErrorMessage error={errors.name} className="mt-1" />
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <div className="mt-12 flex-1" />
-
-            <div className="flex items-center justify-between">
-              <p className="text-muted-foreground text-xs">
-                {isValid ? 'Ready for Signing' : `${stepsRemaining} step(s) until signed`}
-              </p>
-
-              <p className="text-muted-foreground block text-xs md:hidden">Minimise contract</p>
-            </div>
-
-            <div className="bg-background relative mt-2.5 h-[2px] w-full">
-              <div
-                className={cn('bg-primary/60 absolute inset-y-0 left-0 duration-200', {
-                  'w-1/3': stepsRemaining === 3,
-                  'w-2/3': stepsRemaining === 2,
-                  'w-11/12': stepsRemaining === 1,
-                  'w-full': isValid,
-                })}
-              />
-            </div>
-
-            <Card id="signature" className="mt-4" degrees={-140} gradient>
-              <CardContent
-                role="button"
-                className="relative cursor-pointer pt-6"
-                onClick={() => setShowSigningDialog(true)}
-              >
-                <div className="flex h-28 items-center justify-center pb-6">
-                  {!signatureText && signatureDataUrl && (
-                    <img
-                      src={signatureDataUrl}
-                      alt="user signature"
-                      className="h-full dark:invert"
-                    />
-                  )}
-
-                  {signatureText && (
-                    <p
-                      className={cn(
-                        'text-foreground truncate text-4xl font-semibold [font-family:var(--font-caveat)]',
-                      )}
-                    >
-                      {signatureText}
-                    </p>
-                  )}
-                </div>
-
-                <div
-                  className="absolute inset-x-0 bottom-0 flex cursor-auto items-center justify-between px-4 pb-2"
-                  onClick={(e) => e.stopPropagation()}
-                >
-                  <Input
-                    id="signatureText"
-                    className="text-foreground placeholder:text-muted-foreground truncate border-none p-0 text-sm focus-visible:ring-0"
-                    placeholder="Draw or type name here"
-                    disabled={isSubmitting}
-                    {...register('signatureText', {
-                      onChange: (e) => {
-                        if (e.target.value !== '') {
-                          setValue('signatureDataUrl', null);
-                        }
-                      },
-                    })}
-                  />
-
-                  <Button
-                    type="submit"
-                    className="disabled:bg-muted disabled:text-muted-foreground disabled:hover:bg-muted h-8"
-                    disabled={!isValid || isSubmitting}
-                  >
-                    {isSubmitting && <Loader className="mr-2 h-4 w-4 animate-spin" />}
-                    Sign
-                  </Button>
-                </div>
-              </CardContent>
-            </Card>
-          </form>
-        </div>
-      </Card>
-
-      <Dialog open={showSigningDialog} onOpenChange={setShowSigningDialog}>
-        <DialogContent position="center">
-          <DialogHeader>
-            <DialogTitle>Add your signature</DialogTitle>
-          </DialogHeader>
-
-          <DialogDescription>
-            By signing you signal your support of Documenso's mission in a <br></br>
-            <strong>non-legally binding, but heartfelt way</strong>. <br></br>
-            <br></br>You also unlock the option to purchase the early supporter plan including
-            everything we build this year for fixed price.
-          </DialogDescription>
-
-          <SignaturePad
-            disabled={isSubmitting}
-            className="aspect-video w-full rounded-md border"
-            defaultValue={signatureDataUrl || ''}
-            onChange={setDraftSignatureDataUrl}
-          />
-
-          <DialogFooter>
-            <Button variant="ghost" onClick={() => setShowSigningDialog(false)}>
-              Cancel
-            </Button>
-
-            <Button onClick={() => onSignatureConfirmClick()}>Confirm</Button>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
-    </>
-  );
-};

apps/marketing/src/pages/api/stripe/webhook/index.ts

@@ -13,6 +13,7 @@ import { updateFile } from '@documenso/lib/universal/upload/update-file';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentDataType,
+  DocumentSource,
   DocumentStatus,
   FieldType,
   ReadStatus,
@@ -104,6 +105,7 @@ export default async function handler(req: NextApiRequest, res: NextApiResponse)
 
       const document = await prisma.document.create({
         data: {
+          source: DocumentSource.DOCUMENT,
           title: 'Documenso Supporter Pledge.pdf',
           status: DocumentStatus.COMPLETED,
           userId: user.id,

apps/web/next.config.js

@@ -18,6 +18,10 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
+const FONT_NOTO_SANS_BYTES = fs.readFileSync(
+  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
+);
+
 /** @type {import('next').NextConfig} */
 const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
@@ -42,6 +46,7 @@ const config = {
     APP_VERSION: version,
     NEXT_PUBLIC_PROJECT: 'web',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
+    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {

apps/web/package.json

@@ -28,6 +28,7 @@
     "cookie-es": "^1.0.0",
     "formidable": "^2.1.1",
     "framer-motion": "^10.12.8",
+    "input-otp": "^1.2.4",
     "lucide-react": "^0.279.0",
     "luxon": "^3.4.0",
     "micro": "^10.0.1",

apps/web/process-env.d.ts

@@ -12,5 +12,9 @@ declare namespace NodeJS {
 
     NEXT_PRIVATE_GOOGLE_CLIENT_ID: string;
     NEXT_PRIVATE_GOOGLE_CLIENT_SECRET: string;
+
+    NEXT_PRIVATE_OIDC_WELL_KNOWN: string;
+    NEXT_PRIVATE_OIDC_CLIENT_ID: string;
+    NEXT_PRIVATE_OIDC_CLIENT_SECRET: string;
   }
 }

apps/web/src/app/(dashboard)/admin/documents/[id]/admin-actions.tsx

@@ -2,7 +2,8 @@
 
 import Link from 'next/link';
 
-import { type Document, DocumentStatus } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
+import { type Document, SigningStatus } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -17,9 +18,10 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type AdminActionsProps = {
   className?: string;
   document: Document;
+  recipients: Recipient[];
 };
 
-export const AdminActions = ({ className, document }: AdminActionsProps) => {
+export const AdminActions = ({ className, document, recipients }: AdminActionsProps) => {
   const { toast } = useToast();
 
   const { mutate: resealDocument, isLoading: isResealDocumentLoading } =
@@ -47,7 +49,9 @@ export const AdminActions = ({ className, document }: AdminActionsProps) => {
             <Button
               variant="outline"
               loading={isResealDocumentLoading}
-              disabled={document.status !== DocumentStatus.COMPLETED}
+              disabled={recipients.some(
+                (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
+              )}
               onClick={() => resealDocument({ id: document.id })}
             >
               Reseal document

apps/web/src/app/(dashboard)/admin/documents/[id]/page.tsx

@@ -53,7 +53,7 @@ export default async function AdminDocumentDetailsPage({ params }: AdminDocument
 
       <h2 className="text-lg font-semibold">Admin Actions</h2>
 
-      <AdminActions className="mt-2" document={document} />
+      <AdminActions className="mt-2" document={document} recipients={document.Recipient} />
 
       <hr className="my-4" />
       <h2 className="text-lg font-semibold">Recipients</h2>

apps/web/src/app/(dashboard)/admin/users/page.tsx

@@ -19,7 +19,7 @@ export default async function AdminManageUsers({ searchParams = {} }: AdminManag
 
   const [{ users, totalPages }, individualPrices] = await Promise.all([
     search(searchString, page, perPage),
-    getPricesByPlan(STRIPE_PLAN_TYPE.COMMUNITY).catch(() => []),
+    getPricesByPlan([STRIPE_PLAN_TYPE.REGULAR, STRIPE_PLAN_TYPE.COMMUNITY]).catch(() => []),
   ]);
 
   const individualPriceIds = individualPrices.map((price) => price.id);

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

@@ -332,6 +332,7 @@ export const EditDocumentForm = ({
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
             />
+
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}

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

@@ -36,11 +36,6 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
-  const isDocumentEnterprise = await isUserEnterprise({
-    userId: user.id,
-    teamId: team?.id,
-  });
-
   const document = await getDocumentWithDetailsById({
     id: documentId,
     userId: user.id,
@@ -74,6 +69,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     documentMeta.password = securePassword;
   }
 
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">

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

@@ -3,6 +3,7 @@
 import { useTransition } from 'react';
 
 import { Loader } from 'lucide-react';
+import { DateTime } from 'luxon';
 import { useSession } from 'next-auth/react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
@@ -62,7 +63,12 @@ export const DocumentsDataTable = ({
           {
             header: 'Created',
             accessorKey: 'createdAt',
-            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+            cell: ({ row }) => (
+              <LocaleDate
+                date={row.original.createdAt}
+                format={{ ...DateTime.DATETIME_SHORT, hourCycle: 'h12' }}
+              />
+            ),
           },
           {
             header: 'Title',

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

@@ -10,8 +10,9 @@ import { useSession } from 'next-auth/react';
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
@@ -57,7 +58,7 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
     try {
       setIsLoading(true);
 
-      const { type, data } = await putFile(file);
+      const { type, data } = await putPdfFile(file);
 
       const { id: documentDataId } = await createDocumentData({
         type,
@@ -83,13 +84,21 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
       });
 
       router.push(`${formatDocumentsPath(team?.url)}/${id}/edit`);
-    } catch (error) {
-      console.error(error);
+    } catch (err) {
+      const error = AppError.parseError(err);
 
-      if (error instanceof TRPCClientError) {
+      console.error(err);
+
+      if (error.code === 'INVALID_DOCUMENT_FILE') {
+        toast({
+          title: 'Invalid file',
+          description: 'You cannot upload encrypted PDFs',
+          variant: 'destructive',
+        });
+      } else if (err instanceof TRPCClientError) {
         toast({
           title: 'Error',
-          description: error.message,
+          description: err.message,
           variant: 'destructive',
         });
       } else {

apps/web/src/app/(dashboard)/settings/billing/page.tsx

@@ -39,7 +39,7 @@ export default async function BillingSettingsPage() {
 
   const [subscriptions, prices, primaryAccountPlanPrices] = await Promise.all([
     getSubscriptionsByUserId({ userId: user.id }),
-    getPricesByInterval({ plan: STRIPE_PLAN_TYPE.COMMUNITY }),
+    getPricesByInterval({ plan: STRIPE_PLAN_TYPE.REGULAR }),
     getPrimaryAccountPlanPrices(),
   ]);
 

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

@@ -1,10 +1,14 @@
 'use client';
 
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import {
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+  SKIP_QUERY_BATCH_META,
+} from '@documenso/lib/constants/trpc';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -19,52 +23,135 @@ 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 { TAddTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type EditTemplateFormProps = {
   className?: string;
-  user: User;
-  template: Template;
-  recipients: Recipient[];
-  fields: Field[];
-  documentData: DocumentData;
+  initialTemplate: TemplateWithDetails;
+  isEnterprise: boolean;
   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 = ({
+  initialTemplate,
   className,
-  template,
-  recipients,
-  fields,
-  user: _user,
-  documentData,
+  isEnterprise,
   templateRootPath,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
-  const [step, setStep] = useState<EditTemplateStep>('signers');
+  const team = useOptionalCurrentTeam();
+
+  const [step, setStep] = useState<EditTemplateStep>('settings');
+
+  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
+
+  const utils = trpc.useUtils();
+
+  const { data: template, refetch: refetchTemplate } =
+    trpc.template.getTemplateWithDetailsById.useQuery(
+      {
+        id: initialTemplate.id,
+      },
+      {
+        initialData: initialTemplate,
+        ...SKIP_QUERY_BATCH_META,
+      },
+    );
+
+  const { Recipient: recipients, Field: fields, templateDocumentData } = template;
 
   const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    settings: {
+      title: 'General',
+      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,
     },
   };
 
   const currentDocumentFlow = documentFlow[step];
 
-  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
-  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+  const { mutateAsync: updateTemplateSettings } = trpc.template.updateTemplateSettings.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
+    try {
+      await updateTemplateSettings({
+        templateId: template.id,
+        teamId: team?.id,
+        data: {
+          title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: data.meta,
+      });
+
+      // Router refresh is here to clear the router cache for when navigating to /documents.
+      router.refresh();
+
+      setStep('signers');
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'An error occurred while updating the document settings.',
+        variant: 'destructive',
+      });
+    }
+  };
 
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
@@ -72,9 +159,11 @@ export const EditTemplateForm = ({
     try {
       await addTemplateSigners({
         templateId: template.id,
+        teamId: team?.id,
         signers: data.signers,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('fields');
@@ -100,6 +189,9 @@ export const EditTemplateForm = ({
         duration: 5000,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
+      router.refresh();
+
       router.push(templateRootPath);
     } catch (err) {
       toast({
@@ -110,6 +202,15 @@ export const EditTemplateForm = ({
     }
   };
 
+  /**
+   * Refresh the data in the background when steps change.
+   */
+  useEffect(() => {
+    void refetchTemplate();
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [step]);
+
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -117,7 +218,11 @@ export const EditTemplateForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            key={templateDocumentData.id}
+            documentData={templateDocumentData}
+            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
+          />
         </CardContent>
       </Card>
 
@@ -135,12 +240,26 @@ export const EditTemplateForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
           >
+            <AddTemplateSettingsFormPartial
+              key={recipients.length}
+              template={template}
+              documentFlow={documentFlow.settings}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddSettingsFormSubmit}
+              isEnterprise={isEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
+            />
+
             <AddTemplatePlaceholderRecipientsFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               fields={fields}
+              templateDirectLink={template.directLink}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
+              isEnterprise={isEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddTemplateFieldsFormPartial

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

@@ -0,0 +1,40 @@
+'use client';
+
+import React, { useState } from 'react';
+
+import { LinkIcon } from 'lucide-react';
+
+import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { TemplateDirectLinkDialog } from '../template-direct-link-dialog';
+
+export type TemplatePageViewProps = {
+  template: Template & { directLink?: TemplateDirectLink | null; Recipient: Recipient[] };
+};
+
+export const TemplateDirectLinkDialogWrapper = ({ template }: TemplatePageViewProps) => {
+  const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
+
+  return (
+    <div>
+      <Button
+        variant="outline"
+        className="px-3"
+        onClick={(e) => {
+          e.preventDefault();
+          setTemplateDirectLinkOpen(true);
+        }}
+      >
+        <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
+        {template.directLink ? 'Manage' : 'Create'} Direct Link
+      </Button>
+
+      <TemplateDirectLinkDialog
+        template={template}
+        open={isTemplateDirectLinkOpen}
+        onOpenChange={setTemplateDirectLinkOpen}
+      />
+    </div>
+  );
+};

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

@@ -5,16 +5,17 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft } from 'lucide-react';
 
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
-import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
-import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import type { Team } from '@documenso/prisma/client';
 
 import { TemplateType } from '~/components/formatter/template-type';
 
+import { TemplateDirectLinkBadge } from '../template-direct-link-badge';
 import { EditTemplateForm } from './edit-template';
+import { TemplateDirectLinkDialogWrapper } from './template-direct-link-dialog-wrapper';
 
 export type TemplatePageViewProps = {
   params: {
@@ -35,7 +36,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
 
   const { user } = await getRequiredServerComponentSession();
 
-  const template = await getTemplateById({
+  const template = await getTemplateWithDetailsById({
     id: templateId,
     userId: user.id,
   }).catch(() => null);
@@ -44,42 +45,47 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     redirect(templateRootPath);
   }
 
-  const { templateDocumentData } = template;
-
-  const [templateRecipients, templateFields] = await Promise.all([
-    getRecipientsForTemplate({
-      templateId,
-      userId: user.id,
-    }),
-    getFieldsForTemplate({
-      templateId,
-      userId: user.id,
-    }),
-  ]);
+  const isTemplateEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
 
   return (
-    <div className="mx-auto 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
-      </Link>
+    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
+      <div className="flex flex-col justify-between sm:flex-row">
+        <div>
+          <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
+            <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+            Templates
+          </Link>
 
-      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
-        {template.title}
-      </h1>
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+            {template.title}
+          </h1>
 
-      <div className="mt-2.5 flex items-center gap-x-6">
-        <TemplateType inheritColor type={template.type} className="text-muted-foreground" />
+          <div className="mt-2.5 flex items-center">
+            <TemplateType inheritColor className="text-muted-foreground" type={template.type} />
+
+            {template.directLink?.token && (
+              <TemplateDirectLinkBadge
+                className="ml-4"
+                token={template.directLink.token}
+                enabled={template.directLink.enabled}
+              />
+            )}
+          </div>
+        </div>
+
+        <div className="mt-2 sm:mt-0 sm:self-end">
+          <TemplateDirectLinkDialogWrapper template={template} />
+        </div>
       </div>
 
       <EditTemplateForm
-        className="mt-8"
-        template={template}
-        user={user}
-        recipients={templateRecipients}
-        fields={templateFields}
-        documentData={templateDocumentData}
+        className="mt-6"
+        initialTemplate={template}
         templateRootPath={templateRootPath}
+        isEnterprise={isTemplateEnterprise}
       />
     </div>
   );

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

@@ -4,10 +4,10 @@ import { useState } from 'react';
 
 import Link from 'next/link';
 
-import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { Copy, Edit, MoreHorizontal, Share2Icon, Trash2 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
-import type { Template } from '@documenso/prisma/client';
+import { type FindTemplateRow } from '@documenso/lib/server-only/template/find-templates';
 import {
   DropdownMenu,
   DropdownMenuContent,
@@ -18,9 +18,10 @@ import {
 
 import { DeleteTemplateDialog } from './delete-template-dialog';
 import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+import { TemplateDirectLinkDialog } from './template-direct-link-dialog';
 
 export type DataTableActionDropdownProps = {
-  row: Template;
+  row: FindTemplateRow;
   templateRootPath: string;
   teamId?: number;
 };
@@ -33,6 +34,7 @@ export const DataTableActionDropdown = ({
   const { data: session } = useSession();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isTemplateDirectLinkDialogOpen, setTemplateDirectLinkDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
 
   if (!session) {
@@ -66,6 +68,11 @@ export const DataTableActionDropdown = ({
           Duplicate
         </DropdownMenuItem>
 
+        <DropdownMenuItem onClick={() => setTemplateDirectLinkDialogOpen(true)}>
+          <Share2Icon className="mr-2 h-4 w-4" />
+          Direct link
+        </DropdownMenuItem>
+
         <DropdownMenuItem
           disabled={!isOwner && !isTeamTemplate}
           onClick={() => setDeleteDialogOpen(true)}
@@ -82,6 +89,12 @@ export const DataTableActionDropdown = ({
         onOpenChange={setDuplicateDialogOpen}
       />
 
+      <TemplateDirectLinkDialog
+        template={row}
+        open={isTemplateDirectLinkDialogOpen}
+        onOpenChange={setTemplateDirectLinkDialogOpen}
+      />
+
       <DeleteTemplateDialog
         id={row.id}
         open={isDeleteDialogOpen}

apps/web/src/app/(dashboard)/templates/data-table-templates.tsx

@@ -4,32 +4,26 @@ import { useTransition } from 'react';
 
 import Link from 'next/link';
 
-import { AlertTriangle, Loader } from 'lucide-react';
+import { AlertTriangle, Globe2Icon, InfoIcon, Link2Icon, Loader, LockIcon } from 'lucide-react';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import type { Recipient, Template } from '@documenso/prisma/client';
+import type { FindTemplateRow } from '@documenso/lib/server-only/template/find-templates';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
 import { LocaleDate } from '~/components/formatter/locale-date';
 import { TemplateType } from '~/components/formatter/template-type';
 
 import { DataTableActionDropdown } from './data-table-action-dropdown';
 import { DataTableTitle } from './data-table-title';
+import { TemplateDirectLinkBadge } from './template-direct-link-badge';
 import { UseTemplateDialog } from './use-template-dialog';
 
-type TemplateWithRecipient = Template & {
-  Recipient: Recipient[];
-};
-
 type TemplatesDataTableProps = {
-  templates: Array<
-    TemplateWithRecipient & {
-      team: { id: number; url: string } | null;
-    }
-  >;
+  templates: FindTemplateRow[];
   perPage: number;
   page: number;
   totalPages: number;
@@ -48,6 +42,7 @@ export const TemplatesDataTable = ({
   teamId,
 }: TemplatesDataTableProps) => {
   const [isPending, startTransition] = useTransition();
+
   const updateSearchParams = useUpdateSearchParams();
 
   const { remaining } = useLimits();
@@ -88,9 +83,70 @@ export const TemplatesDataTable = ({
             cell: ({ row }) => <DataTableTitle row={row.original} />,
           },
           {
-            header: 'Type',
+            header: () => (
+              <div className="flex flex-row items-center">
+                Type
+                <Tooltip>
+                  <TooltipTrigger>
+                    <InfoIcon className="mx-2 h-4 w-4" />
+                  </TooltipTrigger>
+
+                  <TooltipContent className="text-foreground max-w-md space-y-2 !p-0">
+                    <ul className="text-muted-foreground space-y-0.5 divide-y [&>li]:p-4">
+                      <li>
+                        <h2 className="mb-2 flex flex-row items-center font-semibold">
+                          <Globe2Icon className="mr-2 h-5 w-5 text-green-500 dark:text-green-300" />
+                          Public
+                        </h2>
+
+                        <p>
+                          Public templates are connected to your public profile. Any modifications
+                          to public templates will also appear in your public profile.
+                        </p>
+                      </li>
+                      <li>
+                        <div className="mb-2 flex w-fit flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600">
+                          <Link2Icon className="mr-1 h-3 w-3" />
+                          direct link
+                        </div>
+
+                        <p>
+                          Direct link templates contain one dynamic recipient placeholder. Anyone
+                          with access to this link can sign the document, and it will then appear on
+                          your documents page.
+                        </p>
+                      </li>
+                      <li>
+                        <h2 className="mb-2 flex flex-row items-center font-semibold">
+                          <LockIcon className="mr-2 h-5 w-5 text-blue-600 dark:text-blue-300" />
+                          {teamId ? 'Team Only' : 'Private'}
+                        </h2>
+
+                        <p>
+                          {teamId
+                            ? 'Team only templates are not linked anywhere and are visible only to your team.'
+                            : 'Private templates can only be modified and viewed by you.'}
+                        </p>
+                      </li>
+                    </ul>
+                  </TooltipContent>
+                </Tooltip>
+              </div>
+            ),
             accessorKey: 'type',
-            cell: ({ row }) => <TemplateType type={row.original.type} />,
+            cell: ({ row }) => (
+              <div className="flex flex-row items-center">
+                <TemplateType type="PRIVATE" />
+
+                {row.original.directLink?.token && (
+                  <TemplateDirectLinkBadge
+                    className="ml-2"
+                    token={row.original.directLink.token}
+                    enabled={row.original.directLink.enabled}
+                  />
+                )}
+              </div>
+            ),
           },
           {
             header: 'Actions',

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

@@ -1,21 +1,16 @@
 'use client';
 
-import React, { useEffect, useState } from 'react';
+import React, { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { zodResolver } from '@hookform/resolvers/zod';
-import { FilePlus, X } from 'lucide-react';
+import { FilePlus, Loader } from 'lucide-react';
 import { useSession } from 'next-auth/react';
-import { useForm } from 'react-hook-form';
-import * as z from 'zod';
 
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { base64 } from '@documenso/lib/universal/base64';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
   DialogClose,
@@ -27,24 +22,8 @@ import {
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const ZCreateTemplateFormSchema = z.object({
-  name: z.string(),
-});
-
-type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
-
 type NewTemplateDialogProps = {
   teamId?: number;
   templateRootPath: string;
@@ -56,50 +35,20 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   const { data: session } = useSession();
   const { toast } = useToast();
 
-  const form = useForm<TCreateTemplateFormSchema>({
-    defaultValues: {
-      name: '',
-    },
-    resolver: zodResolver(ZCreateTemplateFormSchema),
-  });
-
   const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
 
   const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
-  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+  const [isUploadingFile, setIsUploadingFile] = useState(false);
 
   const onFileDrop = async (file: File) => {
-    try {
-      const arrayBuffer = await file.arrayBuffer();
-      const base64String = base64.encode(new Uint8Array(arrayBuffer));
-
-      setUploadedFile({
-        file,
-        fileBase64: `data:application/pdf;base64,${base64String}`,
-      });
-
-      if (!form.getValues('name')) {
-        form.setValue('name', file.name);
-      }
-    } catch {
-      toast({
-        title: 'Something went wrong',
-        description: 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async (values: TCreateTemplateFormSchema) => {
-    if (!uploadedFile) {
+    if (isUploadingFile) {
       return;
     }
 
-    const file: File = uploadedFile.file;
+    setIsUploadingFile(true);
 
     try {
-      const { type, data } = await putFile(file);
-
+      const { type, data } = await putPdfFile(file);
       const { id: templateDocumentDataId } = await createDocumentData({
         type,
         data,
@@ -107,7 +56,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       const { id } = await createTemplate({
         teamId,
-        title: values.name ? values.name : file.name,
+        title: file.name,
         templateDocumentDataId,
       });
 
@@ -127,26 +76,16 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
         description: 'Please try again later.',
         variant: 'destructive',
       });
+
+      setIsUploadingFile(false);
     }
   };
 
-  const resetForm = () => {
-    if (form.getValues('name') === uploadedFile?.file.name) {
-      form.reset();
-    }
-
-    setUploadedFile(null);
-  };
-
-  useEffect(() => {
-    if (!showNewTemplateDialog) {
-      form.reset();
-      setUploadedFile(null);
-    }
-  }, [form, showNewTemplateDialog]);
-
   return (
-    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+    <Dialog
+      open={showNewTemplateDialog}
+      onOpenChange={(value) => !isUploadingFile && setShowNewTemplateDialog(value)}
+    >
       <DialogTrigger asChild>
         <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
@@ -162,80 +101,23 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
           </DialogDescription>
         </DialogHeader>
 
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onSubmit)}>
-            <fieldset disabled={form.formState.isSubmitting} className="flex flex-col gap-y-4">
-              <FormField
-                control={form.control}
-                name="name"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>Template name</FormLabel>
-                    <FormControl>
-                      <Input {...field} />
-                    </FormControl>
-                    <FormDescription>
-                      <span className="text-muted-foreground text-xs">
-                        Leave this empty if you would like to use your document's name for the
-                        template
-                      </span>
-                    </FormDescription>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
+        <div className="relative">
+          <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
 
-              <div className="mt-1.5">
-                {uploadedFile ? (
-                  <Card gradient className="h-[40vh]">
-                    <CardContent className="flex h-full flex-col items-center justify-center p-2">
-                      <button
-                        onClick={() => resetForm()}
-                        title="Remove Template"
-                        className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
-                      >
-                        <X className="h-6 w-6" />
-                        <span className="sr-only">Remove Template</span>
-                      </button>
+          {isUploadingFile && (
+            <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
+              <Loader className="text-muted-foreground h-12 w-12 animate-spin" />
+            </div>
+          )}
+        </div>
 
-                      <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
-                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
-                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                      </div>
-
-                      <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
-                        Uploaded Document
-                      </p>
-
-                      <span className="text-muted-foreground/80 mt-1 text-sm">
-                        {uploadedFile.file.name}
-                      </span>
-                    </CardContent>
-                  </Card>
-                ) : (
-                  <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
-                )}
-              </div>
-
-              <DialogFooter>
-                <DialogClose asChild>
-                  <Button type="button" variant="secondary">
-                    Cancel
-                  </Button>
-                </DialogClose>
-
-                <Button
-                  loading={form.formState.isSubmitting}
-                  disabled={!uploadedFile}
-                  type="submit"
-                >
-                  Create template
-                </Button>
-              </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isUploadingFile}>
+              Close
+            </Button>
+          </DialogClose>
+        </DialogFooter>
       </DialogContent>
     </Dialog>
   );

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

@@ -0,0 +1,45 @@
+'use client';
+
+import { Link2Icon } from 'lucide-react';
+
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
+import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type TemplateDirectLinkBadgeProps = {
+  token: string;
+  enabled: boolean;
+  className?: string;
+};
+
+export const TemplateDirectLinkBadge = ({
+  token,
+  enabled,
+  className,
+}: TemplateDirectLinkBadgeProps) => {
+  const [, copy] = useCopyToClipboard();
+  const { toast } = useToast();
+
+  const onCopyClick = async (token: string) =>
+    copy(formatDirectTemplatePath(token)).then(() => {
+      toast({
+        title: 'Copied to clipboard',
+        description: 'The direct link has been copied to your clipboard',
+      });
+    });
+
+  return (
+    <button
+      title="Copy direct link"
+      className={cn(
+        'flex flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600',
+        className,
+      )}
+      onClick={async () => onCopyClick(token)}
+    >
+      <Link2Icon className="mr-1 h-3 w-3" />
+      direct link {!enabled && 'disabled'}
+    </button>
+  );
+};

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

@@ -0,0 +1,448 @@
+import { useEffect, useMemo, useState } from 'react';
+
+import Link from 'next/link';
+import { useRouter } from 'next/navigation';
+
+import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
+import { P, match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import {
+  DIRECT_TEMPLATE_DOCUMENTATION,
+  DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+} from '@documenso/lib/constants/template';
+import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import {
+  type Recipient,
+  RecipientRole,
+  type Template,
+  type TemplateDirectLink,
+} from '@documenso/prisma/client';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { Switch } from '@documenso/ui/primitives/switch';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@documenso/ui/primitives/table';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type TemplateDirectLinkDialogProps = {
+  template: Template & {
+    directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
+    Recipient: Recipient[];
+  };
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
+
+export const TemplateDirectLinkDialog = ({
+  template,
+  open,
+  onOpenChange,
+}: TemplateDirectLinkDialogProps) => {
+  const { toast } = useToast();
+  const { quota, remaining } = useLimits();
+
+  const [, copy] = useCopyToClipboard();
+  const router = useRouter();
+
+  const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
+  const [token, setToken] = useState(template.directLink?.token ?? null);
+  const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
+  const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
+    token ? 'MANAGE' : 'ONBOARD',
+  );
+
+  const validDirectTemplateRecipients = useMemo(
+    () => template.Recipient.filter((recipient) => recipient.role !== RecipientRole.CC),
+    [template.Recipient],
+  );
+
+  const {
+    mutateAsync: createTemplateDirectLink,
+    isLoading: isCreatingTemplateDirectLink,
+    reset: resetCreateTemplateDirectLink,
+  } = trpcReact.template.createTemplateDirectLink.useMutation({
+    onSuccess: (data) => {
+      setToken(data.token);
+      setIsEnabled(data.enabled);
+      setCurrentStep('MANAGE');
+
+      router.refresh();
+    },
+    onError: () => {
+      setSelectedRecipientId(null);
+
+      toast({
+        title: 'Something went wrong',
+        description: 'Unable to create direct template access. Please try again later.',
+        variant: 'destructive',
+      });
+    },
+  });
+
+  const { mutateAsync: toggleTemplateDirectLink, isLoading: isTogglingTemplateAccess } =
+    trpcReact.template.toggleTemplateDirectLink.useMutation({
+      onSuccess: (data) => {
+        toast({
+          title: 'Success',
+          description: `Direct link signing has been ${data.enabled ? 'enabled' : 'disabled'}`,
+        });
+      },
+      onError: (_ctx, data) => {
+        toast({
+          title: 'Something went wrong',
+          description: `An error occurred while ${
+            data.enabled ? 'enabling' : 'disabling'
+          } direct link signing.`,
+          variant: 'destructive',
+        });
+      },
+    });
+
+  const { mutateAsync: deleteTemplateDirectLink, isLoading: isDeletingTemplateDirectLink } =
+    trpcReact.template.deleteTemplateDirectLink.useMutation({
+      onSuccess: () => {
+        onOpenChange(false);
+        setToken(null);
+
+        toast({
+          title: 'Success',
+          description: 'Direct template link deleted',
+          duration: 5000,
+        });
+
+        router.refresh();
+        setToken(null);
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          description:
+            'We encountered an error while removing the direct template link. Please try again later.',
+          variant: 'destructive',
+        });
+      },
+    });
+
+  const onCopyClick = async (token: string) =>
+    copy(formatDirectTemplatePath(token)).then(() => {
+      toast({
+        title: 'Copied to clipboard',
+        description: 'The direct link has been copied to your clipboard',
+      });
+    });
+
+  const onRecipientTableRowClick = async (recipientId: number) => {
+    if (isLoading) {
+      return;
+    }
+
+    setSelectedRecipientId(recipientId);
+
+    await createTemplateDirectLink({
+      templateId: template.id,
+      directRecipientId: recipientId,
+    });
+  };
+
+  const isLoading =
+    isCreatingTemplateDirectLink || isTogglingTemplateAccess || isDeletingTemplateDirectLink;
+
+  useEffect(() => {
+    resetCreateTemplateDirectLink();
+    setCurrentStep(token ? 'MANAGE' : 'ONBOARD');
+    setSelectedRecipientId(null);
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <fieldset disabled={isLoading} className="relative">
+        <AnimateGenericFadeInOut motionKey={currentStep}>
+          {match({ token, currentStep })
+            .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
+              <DialogContent>
+                <DialogHeader>
+                  <DialogTitle>Create Direct Signing Link</DialogTitle>
+
+                  <DialogDescription>Here's how it works:</DialogDescription>
+                </DialogHeader>
+
+                <ul className="mt-4 space-y-4 pl-12">
+                  {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
+                    <li className="relative" key={index}>
+                      <div className="absolute -left-12">
+                        <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
+                          {index + 1}
+                        </div>
+                      </div>
+
+                      <h3 className="font-semibold">{step.title}</h3>
+                      <p className="text-muted-foreground mt-1 text-sm">{step.description}</p>
+                    </li>
+                  ))}
+                </ul>
+
+                {remaining.directTemplates === 0 && (
+                  <Alert variant="warning">
+                    <AlertTitle>
+                      Direct template link usage exceeded ({quota.directTemplates}/
+                      {quota.directTemplates})
+                    </AlertTitle>
+                    <AlertDescription>
+                      You have reached the maximum limit of {quota.directTemplates} direct
+                      templates.{' '}
+                      <Link
+                        className="mt-1 block underline underline-offset-4"
+                        href="/settings/billing"
+                      >
+                        Upgrade your account to continue!
+                      </Link>
+                    </AlertDescription>
+                  </Alert>
+                )}
+
+                {remaining.directTemplates !== 0 && (
+                  <DialogFooter className="mx-auto mt-4">
+                    <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
+                      Enable direct link signing
+                    </Button>
+                  </DialogFooter>
+                )}
+              </DialogContent>
+            ))
+            .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
+              <DialogContent className="relative">
+                {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
+                  <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
+                    <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
+                  </div>
+                )}
+
+                <DialogHeader>
+                  <DialogTitle>Choose Direct Link Recipient</DialogTitle>
+
+                  <DialogDescription>
+                    Choose an existing recipient from below to continue
+                  </DialogDescription>
+                </DialogHeader>
+
+                <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
+                  <Table>
+                    <TableHeader>
+                      <TableRow>
+                        <TableHead>Recipient</TableHead>
+                        <TableHead>Role</TableHead>
+                        <TableHead></TableHead>
+                      </TableRow>
+                    </TableHeader>
+                    <TableBody>
+                      {validDirectTemplateRecipients.length === 0 && (
+                        <TableRow>
+                          <TableCell colSpan={3} className="h-16 text-center">
+                            <p className="text-muted-foreground">No valid recipients found</p>
+                          </TableCell>
+                        </TableRow>
+                      )}
+
+                      {validDirectTemplateRecipients.map((row) => (
+                        <TableRow
+                          className="cursor-pointer"
+                          key={row.id}
+                          onClick={async () => onRecipientTableRowClick(row.id)}
+                        >
+                          <TableCell>
+                            <div className="text-muted-foreground text-sm">
+                              <p>{row.name}</p>
+                              <p className="text-muted-foreground/70 text-xs">{row.email}</p>
+                            </div>
+                          </TableCell>
+
+                          <TableCell className="text-muted-foreground text-sm">
+                            {RECIPIENT_ROLES_DESCRIPTION[row.role].roleName}
+                          </TableCell>
+
+                          <TableCell>
+                            {selectedRecipientId === row.id ? (
+                              <CircleDotIcon className="h-5 w-5 text-neutral-300" />
+                            ) : (
+                              <CircleIcon className="h-5 w-5 text-neutral-300" />
+                            )}
+                          </TableCell>
+                        </TableRow>
+                      ))}
+                    </TableBody>
+                  </Table>
+                </div>
+
+                {/* Prevent creating placeholder direct template recipient if the email already exists. */}
+                {!template.Recipient.some(
+                  (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+                ) && (
+                  <DialogFooter className="mx-auto">
+                    <div className="flex flex-col items-center justify-center">
+                      {validDirectTemplateRecipients.length !== 0 && (
+                        <p className="text-muted-foreground text-sm">Or</p>
+                      )}
+
+                      <Button
+                        type="button"
+                        className="mt-2"
+                        loading={isCreatingTemplateDirectLink && !selectedRecipientId}
+                        onClick={async () =>
+                          createTemplateDirectLink({
+                            templateId: template.id,
+                          })
+                        }
+                      >
+                        Create one automatically
+                      </Button>
+                    </div>
+                  </DialogFooter>
+                )}
+              </DialogContent>
+            ))
+            .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
+              <DialogContent className="relative">
+                <DialogHeader>
+                  <DialogTitle>Direct Link Signing</DialogTitle>
+
+                  <DialogDescription>
+                    Manage the direct link signing for this template
+                  </DialogDescription>
+                </DialogHeader>
+
+                <div>
+                  <div className="flex flex-row items-center justify-between">
+                    <Label className="flex flex-row">
+                      Enable Direct Link Signing
+                      <Tooltip>
+                        <TooltipTrigger tabIndex={-1} className="ml-2">
+                          <InfoIcon className="h-4 w-4" />
+                        </TooltipTrigger>
+                        <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                          Disabling direct link signing will prevent anyone from accessing the link.
+                        </TooltipContent>
+                      </Tooltip>
+                    </Label>
+
+                    <Switch
+                      className="mt-2"
+                      checked={isEnabled}
+                      onCheckedChange={(value) => setIsEnabled(value)}
+                    />
+                  </div>
+
+                  <div className="mt-2">
+                    <Label htmlFor="copy-direct-link">Copy Shareable Link</Label>
+
+                    <div className="relative mt-1">
+                      <Input
+                        id="copy-direct-link"
+                        disabled
+                        value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
+                        readOnly
+                        className="pr-12"
+                      />
+
+                      <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
+                        <Button
+                          variant="none"
+                          type="button"
+                          className="h-8 w-8"
+                          onClick={() => void onCopyClick(token)}
+                        >
+                          <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                        </Button>
+                      </div>
+                    </div>
+                  </div>
+                </div>
+
+                <DialogFooter className='mt-4'>
+                  <Button
+                    type="button"
+                    variant="destructive"
+                    className="mr-auto w-full sm:w-auto"
+                    loading={isDeletingTemplateDirectLink}
+                    onClick={() => setCurrentStep('CONFIRM_DELETE')}
+                  >
+                    Remove
+                  </Button>
+
+                  <Button
+                    type="button"
+                    loading={isTogglingTemplateAccess}
+                    onClick={async () =>
+                      toggleTemplateDirectLink({
+                        templateId: template.id,
+                        enabled: isEnabled,
+                      })
+                    }
+                  >
+                    Save
+                  </Button>
+                </DialogFooter>
+              </DialogContent>
+            ))
+            .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
+              <DialogContent className="relative">
+                <DialogHeader>
+                  <DialogTitle>Are you sure?</DialogTitle>
+
+                  <DialogDescription>
+                    Please note that proceeding will remove direct linking recipient and turn it
+                    into a placeholder.
+                  </DialogDescription>
+                </DialogHeader>
+
+                <DialogFooter>
+                  <Button
+                    type="button"
+                    variant="secondary"
+                    onClick={() => setCurrentStep('MANAGE')}
+                  >
+                    Cancel
+                  </Button>
+
+                  <Button
+                    type="button"
+                    variant="destructive"
+                    loading={isDeletingTemplateDirectLink}
+                    onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
+                  >
+                    Confirm
+                  </Button>
+                </DialogFooter>
+              </DialogContent>
+            ))
+            .otherwise(() => null)}
+        </AnimateGenericFadeInOut>
+      </fieldset>
+    </Dialog>
+  );
+};

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

@@ -1,14 +1,21 @@
+import { useEffect, useState } from 'react';
+
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Plus } from 'lucide-react';
-import { Controller, useFieldArray, useForm } from 'react-hook-form';
+import { InfoIcon, Plus } from 'lucide-react';
+import { useFieldArray, useForm } from 'react-hook-form';
 import * as z from 'zod';
 
+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 { RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
   DialogClose,
@@ -19,24 +26,59 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
-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';
+import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
 
-const ZAddRecipientsForNewDocumentSchema = z.object({
-  recipients: z.array(
-    z.object({
-      email: z.string().email(),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-    }),
-  ),
-});
+const ZAddRecipientsForNewDocumentSchema = z
+  .object({
+    sendDocument: z.boolean(),
+    recipients: z.array(
+      z.object({
+        id: z.number(),
+        email: z.string().email(),
+        name: z.string(),
+      }),
+    ),
+  })
+  // Display exactly which rows are duplicates.
+  .superRefine((items, ctx) => {
+    const uniqueEmails = new Map<string, number>();
+
+    for (const [index, recipients] of items.recipients.entries()) {
+      const email = recipients.email.toLowerCase();
+
+      const firstFoundIndex = uniqueEmails.get(email);
+
+      if (firstFoundIndex === undefined) {
+        uniqueEmails.set(email, index);
+        continue;
+      }
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', index, 'email'],
+      });
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', firstFoundIndex, 'email'],
+      });
+    }
+  });
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
@@ -54,35 +96,33 @@ export function UseTemplateDialog({
   const router = useRouter();
   const { toast } = useToast();
 
+  const [open, setOpen] = useState(false);
+
   const team = useOptionalCurrentTeam();
 
-  const {
-    control,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TAddRecipientsForNewDocumentSchema>({
+  const form = useForm<TAddRecipientsForNewDocumentSchema>({
     resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
     defaultValues: {
-      recipients:
-        recipients.length > 0
-          ? recipients.map((recipient) => ({
-              nativeId: recipient.id,
-              formId: String(recipient.id),
-              name: recipient.name,
-              email: recipient.email,
-              role: recipient.role,
-            }))
-          : [
-              {
-                name: '',
-                email: '',
-                role: RecipientRole.SIGNER,
-              },
-            ],
+      sendDocument: false,
+      recipients: recipients.map((recipient) => {
+        const isRecipientEmailPlaceholder = recipient.email.match(
+          TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+        );
+
+        const isRecipientNamePlaceholder = recipient.name.match(
+          TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+        );
+
+        return {
+          id: recipient.id,
+          name: !isRecipientNamePlaceholder ? recipient.name : '',
+          email: !isRecipientEmailPlaceholder ? recipient.email : '',
+        };
+      }),
     },
   });
 
-  const { mutateAsync: createDocumentFromTemplate, isLoading: isCreatingDocumentFromTemplate } =
+  const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
@@ -91,6 +131,7 @@ export function UseTemplateDialog({
         templateId,
         teamId: team?.id,
         recipients: data.recipients,
+        sendDocument: data.sendDocument,
       });
 
       toast({
@@ -101,146 +142,147 @@ export function UseTemplateDialog({
 
       router.push(`${documentRootPath}/${id}`);
     } catch (err) {
-      toast({
+      const error = AppError.parseError(err);
+
+      const toastPayload: Toast = {
         title: 'Error',
         description: 'An error occurred while creating document from template.',
         variant: 'destructive',
-      });
+      };
+
+      if (error.code === 'DOCUMENT_SEND_FAILED') {
+        toastPayload.description = 'The document was created but could not be sent to recipients.';
+      }
+
+      toast(toastPayload);
     }
   };
 
-  const onCreateDocumentFromTemplate = handleSubmit(onSubmit);
-
   const { fields: formRecipients } = useFieldArray({
-    control,
+    control: form.control,
     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">
+        <Button variant="outline" className="bg-background">
           <Plus className="-ml-1 mr-2 h-4 w-4" />
           Use Template
         </Button>
       </DialogTrigger>
       <DialogContent className="sm:max-w-lg">
         <DialogHeader>
-          <DialogTitle>Document Recipients</DialogTitle>
-          <DialogDescription>Add the recipients to create the template with.</DialogDescription>
+          <DialogTitle>Create document from template</DialogTitle>
+          <DialogDescription>
+            {recipients.length === 0
+              ? 'A draft document will be created'
+              : 'Add the recipients to create the document with'}
+          </DialogDescription>
         </DialogHeader>
-        <div className="flex flex-col space-y-4">
-          {formRecipients.map((recipient, index) => (
-            <div
-              key={recipient.id}
-              data-native-id={recipient.id}
-              className="flex flex-wrap items-end gap-x-4"
-            >
-              <div className="flex-1">
-                <Label htmlFor={`recipient-${recipient.id}-email`}>
-                  Email
-                  <span className="text-destructive ml-1 inline-block font-medium">*</span>
-                </Label>
 
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.email`}
-                  render={({ field }) => (
-                    <Input
-                      id={`recipient-${recipient.id}-email`}
-                      type="email"
-                      className="bg-background mt-2"
-                      disabled={isSubmitting}
-                      {...field}
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)}>
+            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
+              <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
+                {formRecipients.map((recipient, index) => (
+                  <div className="flex w-full flex-row space-x-4" key={recipient.id}>
+                    <FormField
+                      control={form.control}
+                      name={`recipients.${index}.email`}
+                      render={({ field }) => (
+                        <FormItem className="w-full">
+                          {index === 0 && <FormLabel required>Email</FormLabel>}
+
+                          <FormControl>
+                            <Input {...field} placeholder={recipients[index].email || 'Email'} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
                     />
-                  )}
-                />
-              </div>
 
-              <div className="flex-1">
-                <Label htmlFor={`recipient-${recipient.id}-name`}>Name</Label>
+                    <FormField
+                      control={form.control}
+                      name={`recipients.${index}.name`}
+                      render={({ field }) => (
+                        <FormItem className="w-full">
+                          {index === 0 && <FormLabel>Name</FormLabel>}
 
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.name`}
-                  render={({ field }) => (
-                    <Input
-                      id={`recipient-${recipient.id}-name`}
-                      type="text"
-                      className="bg-background mt-2"
-                      disabled={isSubmitting}
-                      {...field}
+                          <FormControl>
+                            <Input {...field} placeholder={recipients[index].name || 'Name'} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
                     />
-                  )}
-                />
+                  </div>
+                ))}
               </div>
 
-              <div className="w-[60px]">
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.role`}
-                  render={({ field: { value, onChange } }) => (
-                    <Select value={value} onValueChange={(x) => onChange(x)}>
-                      <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
+              {recipients.length > 0 && (
+                <div className="mt-4 flex flex-row items-center">
+                  <FormField
+                    control={form.control}
+                    name="sendDocument"
+                    render={({ field }) => (
+                      <FormItem>
+                        <div className="flex flex-row items-center">
+                          <Checkbox
+                            id="sendDocument"
+                            className="h-5 w-5"
+                            checkClassName="dark:text-white text-primary"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
 
-                      <SelectContent className="" align="end">
-                        <SelectItem value={RecipientRole.SIGNER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                            Signer
-                          </div>
-                        </SelectItem>
+                          <label
+                            className="text-muted-foreground ml-2 flex items-center text-sm"
+                            htmlFor="sendDocument"
+                          >
+                            Send document
+                            <Tooltip>
+                              <TooltipTrigger type="button">
+                                <InfoIcon className="mx-1 h-4 w-4" />
+                              </TooltipTrigger>
 
-                        <SelectItem value={RecipientRole.CC}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                            Receives copy
-                          </div>
-                        </SelectItem>
+                              <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                <p>
+                                  The document will be immediately sent to recipients if this is
+                                  checked.
+                                </p>
 
-                        <SelectItem value={RecipientRole.APPROVER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-                            Approver
-                          </div>
-                        </SelectItem>
+                                <p>Otherwise, the document will be created as a draft.</p>
+                              </TooltipContent>
+                            </Tooltip>
+                          </label>
+                        </div>
+                      </FormItem>
+                    )}
+                  />
+                </div>
+              )}
 
-                        <SelectItem value={RecipientRole.VIEWER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                            Viewer
-                          </div>
-                        </SelectItem>
-                      </SelectContent>
-                    </Select>
-                  )}
-                />
-              </div>
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Close
+                  </Button>
+                </DialogClose>
 
-              <div className="w-full">
-                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.email} />
-                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.name} />
-              </div>
-            </div>
-          ))}
-        </div>
-
-        <DialogFooter className="justify-end">
-          <DialogClose asChild>
-            <Button type="button" variant="secondary">
-              Close
-            </Button>
-          </DialogClose>
-
-          <Button
-            type="button"
-            loading={isCreatingDocumentFromTemplate}
-            disabled={isCreatingDocumentFromTemplate}
-            onClick={onCreateDocumentFromTemplate}
-          >
-            Create Document
-          </Button>
-        </DialogFooter>
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  {form.getValues('sendDocument') ? 'Create and send' : 'Create as draft'}
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
       </DialogContent>
     </Dialog>
   );

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

@@ -0,0 +1,158 @@
+'use client';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { Field, Recipient } from '@documenso/prisma/client';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import {
+  DocumentFlowFormContainerActions,
+  DocumentFlowFormContainerContent,
+  DocumentFlowFormContainerFooter,
+  DocumentFlowFormContainerHeader,
+  DocumentFlowFormContainerStep,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import { ShowFieldItem } from '@documenso/ui/primitives/document-flow/show-field-item';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useStep } from '@documenso/ui/primitives/stepper';
+
+import { useRequiredDocumentAuthContext } from '~/app/(signing)/sign/[token]/document-auth-provider';
+
+const ZConfigureDirectTemplateFormSchema = z.object({
+  email: z.string().email('Email is invalid'),
+});
+
+export type TConfigureDirectTemplateFormSchema = z.infer<typeof ZConfigureDirectTemplateFormSchema>;
+
+export type ConfigureDirectTemplateFormProps = {
+  flowStep: DocumentFlowStep;
+  isDocumentPdfLoaded: boolean;
+  template: TemplateWithDetails;
+  directTemplateRecipient: Recipient & { Field: Field[] };
+  initialEmail?: string;
+  onSubmit: (_data: TConfigureDirectTemplateFormSchema) => void;
+};
+
+export const ConfigureDirectTemplateFormPartial = ({
+  flowStep,
+  isDocumentPdfLoaded,
+  template,
+  directTemplateRecipient,
+  initialEmail,
+  onSubmit,
+}: ConfigureDirectTemplateFormProps) => {
+  const { Recipient } = template;
+  const { derivedRecipientAccessAuth } = useRequiredDocumentAuthContext();
+  const { data: session } = useSession();
+
+  const recipientsWithBlankDirectRecipientEmail = Recipient.map((recipient) => {
+    if (recipient.id === directTemplateRecipient.id) {
+      return {
+        ...recipient,
+        email: '',
+      };
+    }
+
+    return recipient;
+  });
+
+  const form = useForm<TConfigureDirectTemplateFormSchema>({
+    resolver: zodResolver(
+      ZConfigureDirectTemplateFormSchema.superRefine((items, ctx) => {
+        if (template.Recipient.map((recipient) => recipient.email).includes(items.email)) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.custom,
+            message: 'Email cannot already exist in the template',
+            path: ['email'],
+          });
+        }
+      }),
+    ),
+    defaultValues: {
+      email: initialEmail || '',
+    },
+  });
+
+  const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
+
+  return (
+    <>
+      <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
+
+      <DocumentFlowFormContainerContent>
+        {isDocumentPdfLoaded &&
+          directTemplateRecipient.Field.map((field, index) => (
+            <ShowFieldItem
+              key={index}
+              field={field}
+              recipients={recipientsWithBlankDirectRecipientEmail}
+            />
+          ))}
+
+        <Form {...form}>
+          <fieldset
+            className="flex h-full flex-col space-y-6"
+            disabled={form.formState.isSubmitting}
+          >
+            <FormField
+              control={form.control}
+              name="email"
+              render={({ field, fieldState }) => (
+                <FormItem>
+                  <FormLabel required>Email</FormLabel>
+
+                  <FormControl>
+                    <Input
+                      {...field}
+                      disabled={
+                        field.disabled ||
+                        derivedRecipientAccessAuth !== null ||
+                        session?.user.email !== undefined
+                      }
+                      placeholder="recipient@documenso.com"
+                    />
+                  </FormControl>
+
+                  {!fieldState.error && (
+                    <p className="text-muted-foreground text-xs">
+                      Enter your email address to receive the completed document.
+                    </p>
+                  )}
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </fieldset>
+        </Form>
+      </DocumentFlowFormContainerContent>
+
+      <DocumentFlowFormContainerFooter>
+        <DocumentFlowFormContainerStep
+          title={flowStep.title}
+          step={currentStep}
+          maxStep={totalSteps}
+        />
+
+        <DocumentFlowFormContainerActions
+          loading={form.formState.isSubmitting}
+          disabled={form.formState.isSubmitting}
+          canGoBack={stepIndex !== 0}
+          onGoBackClick={previousStep}
+          onGoNextClick={form.handleSubmit(onSubmit)}
+        />
+      </DocumentFlowFormContainerFooter>
+    </>
+  );
+};

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

@@ -0,0 +1,159 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { Field } from '@documenso/prisma/client';
+import { type Recipient } from '@documenso/prisma/client';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import { trpc } from '@documenso/trpc/react';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useRequiredDocumentAuthContext } from '~/app/(signing)/sign/[token]/document-auth-provider';
+import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
+
+import type { TConfigureDirectTemplateFormSchema } from './configure-direct-template';
+import { ConfigureDirectTemplateFormPartial } from './configure-direct-template';
+import type { DirectTemplateLocalField } from './sign-direct-template';
+import { SignDirectTemplateForm } from './sign-direct-template';
+
+export type TemplatesDirectPageViewProps = {
+  template: TemplateWithDetails;
+  directTemplateToken: string;
+  directTemplateRecipient: Recipient & { Field: Field[] };
+};
+
+type DirectTemplateStep = 'configure' | 'sign';
+const DirectTemplateSteps: DirectTemplateStep[] = ['configure', 'sign'];
+
+export const DirectTemplatePageView = ({
+  template,
+  directTemplateRecipient,
+  directTemplateToken,
+}: TemplatesDirectPageViewProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { email, setEmail } = useRequiredSigningContext();
+  const { recipient, setRecipient } = useRequiredDocumentAuthContext();
+
+  const [step, setStep] = useState<DirectTemplateStep>('configure');
+  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
+
+  const recipientRoleDescription = RECIPIENT_ROLES_DESCRIPTION[directTemplateRecipient.role];
+
+  const directTemplateFlow: Record<DirectTemplateStep, DocumentFlowStep> = {
+    configure: {
+      title: 'General',
+      description: 'Preview and configure template.',
+      stepIndex: 1,
+    },
+    sign: {
+      title: `${recipientRoleDescription.actionVerb} document`,
+      description: `${recipientRoleDescription.actionVerb} the document to complete the process.`,
+      stepIndex: 2,
+    },
+  };
+
+  const { mutateAsync: createDocumentFromDirectTemplate } =
+    trpc.template.createDocumentFromDirectTemplate.useMutation();
+
+  /**
+   * Set the email into a temporary recipient so it can be used for reauth and signing email fields.
+   */
+  const onConfigureDirectTemplateSubmit = ({ email }: TConfigureDirectTemplateFormSchema) => {
+    setEmail(email);
+
+    setRecipient({
+      ...recipient,
+      email,
+    });
+
+    setStep('sign');
+  };
+
+  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
+    try {
+      const token = await createDocumentFromDirectTemplate({
+        directTemplateToken,
+        directRecipientEmail: recipient.email,
+        templateUpdatedAt: template.updatedAt,
+        signedFieldValues: fields.map((field) => {
+          if (!field.signedValue) {
+            throw new Error('Invalid configuration');
+          }
+
+          return field.signedValue;
+        }),
+      });
+
+      const redirectUrl = template.templateMeta?.redirectUrl;
+
+      redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${token}/complete`);
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'We were unable to submit this document at this time. Please try again later.',
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
+  const currentDocumentFlow = directTemplateFlow[step];
+
+  return (
+    <div className="grid w-full grid-cols-12 gap-8">
+      <Card
+        className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+        gradient
+      >
+        <CardContent className="p-2">
+          <LazyPDFViewer
+            key={template.id}
+            documentData={template.templateDocumentData}
+            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
+          />
+        </CardContent>
+      </Card>
+
+      <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <DocumentFlowFormContainer
+          className="lg:h-[calc(100vh-6rem)]"
+          onSubmit={(e) => e.preventDefault()}
+        >
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(DirectTemplateSteps[step - 1])}
+          >
+            <ConfigureDirectTemplateFormPartial
+              flowStep={directTemplateFlow.configure}
+              template={template}
+              directTemplateRecipient={directTemplateRecipient}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
+              onSubmit={onConfigureDirectTemplateSubmit}
+              initialEmail={email}
+            />
+
+            <SignDirectTemplateForm
+              flowStep={directTemplateFlow.sign}
+              directRecipient={recipient}
+              directRecipientFields={directTemplateRecipient.Field}
+              template={template}
+              onSubmit={onSignDirectTemplateSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(recipient)/d/[token]/not-found.tsx

@@ -0,0 +1,33 @@
+'use client';
+
+import Link from 'next/link';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+export default function NotFound() {
+  return (
+    <div className="mx-auto flex min-h-[80vh] w-full items-center justify-center py-32">
+      <div>
+        <p className="text-muted-foreground font-semibold">404 Template not found</p>
+
+        <h1 className="mt-3 text-2xl font-bold md:text-3xl">Oops! Something went wrong.</h1>
+
+        <p className="text-muted-foreground mt-4 text-sm">
+          The template you are looking for may have been disabled, deleted or may have never
+          existed.
+        </p>
+
+        <div className="mt-6 flex gap-x-2.5 gap-y-4 md:items-center">
+          <Button asChild className="w-32">
+            <Link href="/">
+              <ChevronLeft className="mr-2 h-4 w-4" />
+              Go Back
+            </Link>
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(recipient)/d/[token]/page.tsx

@@ -0,0 +1,92 @@
+import { notFound, redirect } from 'next/navigation';
+
+import { UsersIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+
+import { DocumentAuthProvider } from '~/app/(signing)/sign/[token]/document-auth-provider';
+import { SigningProvider } from '~/app/(signing)/sign/[token]/provider';
+import { truncateTitle } from '~/helpers/truncate-title';
+
+import { DirectTemplatePageView } from './direct-template';
+import { DirectTemplateAuthPageView } from './signing-auth-page';
+
+export type TemplatesDirectPageProps = {
+  params: {
+    token: string;
+  };
+};
+
+export default async function TemplatesDirectPage({ params }: TemplatesDirectPageProps) {
+  const { token } = params;
+
+  if (!token) {
+    redirect('/');
+  }
+
+  const { user } = await getServerComponentSession();
+
+  const template = await getTemplateByDirectLinkToken({
+    token,
+  }).catch(() => null);
+
+  if (!template || !template.directLink?.enabled) {
+    notFound();
+  }
+
+  const directTemplateRecipient = template.Recipient.find(
+    (recipient) => recipient.id === template.directLink?.directTemplateRecipientId,
+  );
+
+  if (!directTemplateRecipient) {
+    notFound();
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: template.authOptions,
+  });
+
+  // Ensure typesafety when we add more options.
+  const isAccessAuthValid = match(derivedRecipientAccessAuth)
+    .with(DocumentAccessAuth.ACCOUNT, () => user !== null)
+    .with(null, () => true)
+    .exhaustive();
+
+  if (!isAccessAuthValid) {
+    return <DirectTemplateAuthPageView />;
+  }
+
+  return (
+    <SigningProvider email={user?.email} fullName={user?.name} signature={user?.signature}>
+      <DocumentAuthProvider
+        documentAuthOptions={template.authOptions}
+        recipient={directTemplateRecipient}
+        user={user}
+      >
+        <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+            {truncateTitle(template.title)}
+          </h1>
+
+          <div className="text-muted-foreground mb-8 mt-2.5 flex items-center gap-x-2">
+            <UsersIcon className="h-4 w-4" />
+            <p className="text-muted-foreground/80">
+              {template.Recipient.length}{' '}
+              {template.Recipient.length > 1 ? 'recipients' : 'recipient'}
+            </p>
+          </div>
+
+          <DirectTemplatePageView
+            directTemplateRecipient={directTemplateRecipient}
+            directTemplateToken={template.directLink.token}
+            template={template}
+          />
+        </div>
+      </DocumentAuthProvider>
+    </SigningProvider>
+  );
+}

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

@@ -0,0 +1,278 @@
+import { useMemo, useState } from 'react';
+
+import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
+import type { Field, Recipient, Signature } from '@documenso/prisma/client';
+import { FieldType } from '@documenso/prisma/client';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
+import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainerContent,
+  DocumentFlowFormContainerFooter,
+  DocumentFlowFormContainerHeader,
+  DocumentFlowFormContainerStep,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { useStep } from '@documenso/ui/primitives/stepper';
+
+import { DateField } from '~/app/(signing)/sign/[token]/date-field';
+import { EmailField } from '~/app/(signing)/sign/[token]/email-field';
+import { NameField } from '~/app/(signing)/sign/[token]/name-field';
+import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
+import { SignDialog } from '~/app/(signing)/sign/[token]/sign-dialog';
+import { SignatureField } from '~/app/(signing)/sign/[token]/signature-field';
+import { TextField } from '~/app/(signing)/sign/[token]/text-field';
+
+export type SignDirectTemplateFormProps = {
+  flowStep: DocumentFlowStep;
+  directRecipient: Recipient;
+  directRecipientFields: Field[];
+  template: TemplateWithDetails;
+  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
+};
+
+export type DirectTemplateLocalField = Field & {
+  signedValue?: TSignFieldWithTokenMutationSchema;
+  Signature?: Signature;
+};
+
+export const SignDirectTemplateForm = ({
+  flowStep,
+  directRecipient,
+  directRecipientFields,
+  template,
+  onSubmit,
+}: SignDirectTemplateFormProps) => {
+  const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+
+  const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(directRecipientFields);
+  const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
+  const [isSubmitting, setIsSubmitting] = useState(false);
+
+  const { currentStep, totalSteps, previousStep } = useStep();
+
+  const onSignField = (value: TSignFieldWithTokenMutationSchema) => {
+    setLocalFields(
+      localFields.map((field) => {
+        if (field.id !== value.fieldId) {
+          return field;
+        }
+
+        const tempField: DirectTemplateLocalField = {
+          ...field,
+          customText: value.value,
+          inserted: true,
+          signedValue: value,
+        };
+
+        if (field.type === FieldType.SIGNATURE) {
+          tempField.Signature = {
+            id: 1,
+            created: new Date(),
+            recipientId: 1,
+            fieldId: 1,
+            signatureImageAsBase64: value.value,
+            typedSignature: null,
+          };
+        }
+
+        if (field.type === FieldType.DATE) {
+          tempField.customText = DateTime.now()
+            .setZone(template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE)
+            .toFormat(template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT);
+        }
+        return tempField;
+      }),
+    );
+  };
+
+  const onUnsignField = (value: TRemovedSignedFieldWithTokenMutationSchema) => {
+    setLocalFields(
+      localFields.map((field) => {
+        if (field.id !== value.fieldId) {
+          return field;
+        }
+
+        return {
+          ...field,
+          customText: '',
+          inserted: false,
+          signedValue: undefined,
+          Signature: undefined,
+        };
+      }),
+    );
+  };
+
+  const uninsertedFields = useMemo(() => {
+    return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
+  }, [localFields]);
+
+  const fieldsValidated = () => {
+    setValidateUninsertedFields(true);
+    validateFieldsInserted(localFields);
+  };
+
+  const handleSubmit = async () => {
+    setValidateUninsertedFields(true);
+
+    const isFieldsValid = validateFieldsInserted(localFields);
+
+    if (!isFieldsValid) {
+      return;
+    }
+
+    setIsSubmitting(true);
+
+    try {
+      await onSubmit(localFields);
+    } catch {
+      setIsSubmitting(false);
+    }
+
+    // Do not reset to false since we do a redirect.
+  };
+
+  return (
+    <>
+      <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
+
+      <DocumentFlowFormContainerContent>
+        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+          {validateUninsertedFields && uninsertedFields[0] && (
+            <FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
+              Click to insert field
+            </FieldToolTip>
+          )}
+
+          {localFields.map((field) =>
+            match(field.type)
+              .with(FieldType.SIGNATURE, () => (
+                <SignatureField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.NAME, () => (
+                <NameField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.DATE, () => (
+                <DateField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  dateFormat={template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                  timezone={template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.EMAIL, () => (
+                <EmailField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.TEXT, () => (
+                <TextField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .otherwise(() => null),
+          )}
+        </ElementVisible>
+
+        <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
+          <div className="flex flex-1 flex-col gap-y-4">
+            <div>
+              <Label htmlFor="full-name">Full Name</Label>
+
+              <Input
+                id="full-name"
+                value={fullName}
+                onChange={(e) => setFullName(e.target.value.trimStart())}
+              />
+            </div>
+
+            <div>
+              <Label htmlFor="Signature">Signature</Label>
+
+              <Card className="mt-2" gradient degrees={-120}>
+                <CardContent className="p-0">
+                  <SignaturePad
+                    className="h-44 w-full"
+                    disabled={isSubmitting}
+                    defaultValue={signature ?? undefined}
+                    onChange={(value) => {
+                      setSignature(value);
+                    }}
+                  />
+                </CardContent>
+              </Card>
+            </div>
+          </div>
+        </div>
+      </DocumentFlowFormContainerContent>
+
+      <DocumentFlowFormContainerFooter>
+        <DocumentFlowFormContainerStep
+          title={flowStep.title}
+          step={currentStep}
+          maxStep={totalSteps}
+        />
+
+        <div className="mt-4 flex gap-x-4">
+          <Button
+            className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+            size="lg"
+            variant="secondary"
+            disabled={isSubmitting}
+            onClick={previousStep}
+          >
+            Back
+          </Button>
+
+          <SignDialog
+            isSubmitting={isSubmitting}
+            onSignatureComplete={handleSubmit}
+            documentTitle={template.title}
+            fields={localFields}
+            fieldsValidated={fieldsValidated}
+            role={directRecipient.role}
+          />
+        </div>
+      </DocumentFlowFormContainerFooter>
+    </>
+  );
+};

apps/web/src/app/(recipient)/d/[token]/signing-auth-page.tsx

@@ -0,0 +1,54 @@
+'use client';
+
+import { useState } from 'react';
+
+import { signOut } from 'next-auth/react';
+
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export const DirectTemplateAuthPageView = () => {
+  const { toast } = useToast();
+
+  const [isSigningOut, setIsSigningOut] = useState(false);
+
+  const handleChangeAccount = async () => {
+    try {
+      setIsSigningOut(true);
+
+      await signOut({
+        callbackUrl: '/signin',
+      });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'We were unable to log you out at this time.',
+        duration: 10000,
+        variant: 'destructive',
+      });
+    }
+
+    setIsSigningOut(false);
+  };
+
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <h1 className="text-3xl font-semibold">Authentication required</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          You need to be logged in to view this page.
+        </p>
+
+        <Button
+          className="mt-4 w-full"
+          type="submit"
+          onClick={async () => handleChangeAccount()}
+          loading={isSigningOut}
+        >
+          Login
+        </Button>
+      </div>
+    </div>
+  );
+};