fix: avoid document title with only whitespaces

explicitly mentioned "PDF" to upload, and added a toast if pdf size is
greater than 50mb

fixes: #621

.env.example

@@ -4,8 +4,10 @@ NEXTAUTH_SECRET="secret"
 
 # [[CRYPTO]]
 # Application Key for symmetric encryption and decryption
-# This should be a random string of at least 32 characters
+# REQUIRED: This should be a random string of at least 32 characters
 NEXT_PRIVATE_ENCRYPTION_KEY="CAFEBABE"
+# REQUIRED: This should be a random string of at least 32 characters
+NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 
 # [[AUTH OPTIONAL]]
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
@@ -23,21 +25,21 @@ NEXT_PRIVATE_DIRECT_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/
 # [[E2E Tests]]
 E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
-E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_password"
+E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 
 # [[STORAGE]]
 # OPTIONAL: Defines the storage transport to use. Available options: database (default) | s3
 NEXT_PUBLIC_UPLOAD_TRANSPORT="database"
 # OPTIONAL: Defines the endpoint to use for the S3 storage transport. Relevant when using third-party S3-compatible providers.
-NEXT_PRIVATE_UPLOAD_ENDPOINT=
+NEXT_PRIVATE_UPLOAD_ENDPOINT="http://127.0.0.1:9002"
 # OPTIONAL: Defines the region to use for the S3 storage transport. Defaults to us-east-1.
-NEXT_PRIVATE_UPLOAD_REGION=
+NEXT_PRIVATE_UPLOAD_REGION="unknown"
 # REQUIRED: Defines the bucket to use for the S3 storage transport.
-NEXT_PRIVATE_UPLOAD_BUCKET=
+NEXT_PRIVATE_UPLOAD_BUCKET="documenso"
 # OPTIONAL: Defines the access key ID to use for the S3 storage transport.
-NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID=
+NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID="documenso"
 # OPTIONAL: Defines the secret access key to use for the S3 storage transport.
-NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY=
+NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY="password"
 
 # [[SMTP]]
 # OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | mailchannels
@@ -72,21 +74,21 @@ NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN=
 NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR=
 # OPTIONAL: The private key to use for DKIM signing.
 NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY=
+# OPTIONAL: Displays the maximum document upload limit to the user in MBs
+NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
 
 # [[STRIPE]]
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
 NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_FREE_PLAN_ID=
 
 # [[FEATURES]]
 # OPTIONAL: Leave blank to disable PostHog and feature flags.
 NEXT_PUBLIC_POSTHOG_KEY=""
-# OPTIONAL: Defines the host to use for PostHog.
-NEXT_PUBLIC_POSTHOG_HOST="https://eu.posthog.com"
 # OPTIONAL: Leave blank to disable billing.
 NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
+# OPTIONAL: Leave blank to allow users to signup through /signup page.
+NEXT_PUBLIC_DISABLE_SIGNUP=
 
 # This is only required for the marketing site
 # [[REDIS]]

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -1,11 +1,10 @@
-name: "Bug Report"
-labels: ["bug"]
+name: 'Bug Report'
+labels: ['bug']
 description: Create a bug report to help us improve
 body:
   - type: markdown
     attributes:
-      value:
-        Thank you for reporting an issue.
+      value: Thank you for reporting an issue.
         Please fill in as much of the form below as you're able to.
   - type: textarea
     attributes:

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -1,9 +1,9 @@
-name: "Feature Request"
+name: 'Feature Request'
 description: Suggest a new idea or enhancement for this project
 body:
   - type: markdown
     attributes:
-      value: Please provide a clear and concise title for your feature request 
+      value: Please provide a clear and concise title for your feature request
   - type: textarea
     attributes:
       label: Feature Description
@@ -32,4 +32,5 @@ body:
         - label: I have provided a detailed description of the requested feature.
         - label: I have explained the use case or scenario for this feature.
         - label: I have included any relevant technical details or design suggestions.
-        - label: I understand that this is a suggestion and that there is no guarantee of implementation.
+        - label: I understand that this is a suggestion and that there is no guarantee of implementation.
+        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/improvement.yml

@@ -1,35 +1,39 @@
-name: "General Improvement"
-description: Suggest a minor enhancement or improvement for this project
+name: 'General Improvement Request'
+description: 'Suggest a minor enhancement or improvement for this project'
+title: '[Title for your improvement suggestion]'
 body:
-  - type: markdown
-    attributes:
-      value: Please provide a clear and concise title for your improvement suggestion
   - type: textarea
     attributes:
-      label: Improvement Description
-      description: Describe the improvement you are suggesting in detail. Explain what specific aspect of the project it addresses or enhances.
+      label: 'Describe the improvement you are suggesting in detail'
+      description: 'Explain why this improvement would be beneficial. Share any context, pain points, or reasons for suggesting this change.'
+    validations:
+      required: true
   - type: textarea
+    id: description
     attributes:
-      label: Rationale
-      description: Explain why this improvement would be beneficial. Share any context, pain points, or reasons for suggesting this change.
-  - type: textarea
+      label: 'Additional Information & Alternatives (optional)'
+      description: 'Are there any additional context or information that might be relevant to the improvement suggestion.'
+    validations:
+      required: false
+  - type: dropdown
+    id: assignee
     attributes:
-      label: Proposed Solution
-      description: If you have a suggestion for how this improvement could be implemented, describe it here. Include any technical details, design suggestions, or other relevant information.
-  - type: textarea
-    attributes:
-      label: Alternatives (optional)
-      description: Are there any alternative approaches to achieve the same improvement? Describe other ways to address the issue or enhance the project.
-  - type: textarea
-    attributes:
-      label: Additional Context
-      description: Add any additional context or information that might be relevant to the improvement suggestion.
+      label: 'Do you want to work on this improvement?'
+      multiple: false
+      options:
+        - 'No'
+        - 'Yes'
+      default: 0
+    validations:
+      required: true
   - type: checkboxes
     attributes:
-      label: Please check the boxes that apply to this improvement suggestion.
+      label: 'Please check the boxes that apply to this improvement suggestion.'
       options:
-        - label: I have searched the existing issues and improvement suggestions to avoid duplication.
-        - label: I have provided a clear description of the improvement being suggested.
-        - label: I have explained the rationale behind this improvement.
-        - label: I have included any relevant technical details or design suggestions.
-        - label: I understand that this is a suggestion and that there is no guarantee of implementation.
+        - label: 'I have searched the existing issues and improvement suggestions to avoid duplication.'
+        - label: 'I have provided a clear description of the improvement being suggested.'
+        - label: 'I have explained the rationale behind this improvement.'
+        - label: 'I have included any relevant technical details or design suggestions.'
+        - label: 'I understand that this is a suggestion and that there is no guarantee of implementation.'
+    validations:
+      required: true

.github/dependabot.yml

@@ -4,29 +4,29 @@ updates:
   - package-ecosystem: 'github-actions'
     directory: '/'
     schedule:
-      interval: "weekly"
-    target-branch: "main"
+      interval: 'weekly'
+    target-branch: 'main'
     labels:
-      - "ci dependencies"
-      - "ci"
+      - 'ci dependencies'
+      - 'ci'
     open-pull-requests-limit: 0
 
-  - package-ecosystem: "npm"
-    directory: "/apps/marketing"
+  - package-ecosystem: 'npm'
+    directory: '/apps/marketing'
     schedule:
-      interval: "weekly"
-    target-branch: "main"
+      interval: 'weekly'
+    target-branch: 'main'
     labels:
-      - "npm dependencies"
-      - "frontend"
+      - 'npm dependencies'
+      - 'frontend'
     open-pull-requests-limit: 0
 
-  - package-ecosystem: "npm"
-    directory: "/apps/web"
+  - package-ecosystem: 'npm'
+    directory: '/apps/web'
     schedule:
-      interval: "weekly"
-    target-branch: "main"
+      interval: 'weekly'
+    target-branch: 'main'
     labels:
-      - "npm dependencies"
-      - "frontend"
+      - 'npm dependencies'
+      - 'frontend'
     open-pull-requests-limit: 0

.github/labeler.yml

@@ -0,0 +1,21 @@
+'apps: marketing':
+  - apps/marketing/**
+
+'apps: web':
+  - apps/web/**
+
+'version bump 👀':
+  - '**/package.json'
+  - '**/package-lock.json'
+
+'🚨 migrations 🚨':
+  - packages/prisma/migrations/**/migration.sql
+
+'🚨 e2e changes 🚨':
+  - packages/app-tests/e2e/**
+
+'🚨 .env changes 🚨':
+  - .env.example
+
+'pkg: ee changes':
+  - packages/ee/**

.github/workflows/ci.yml

@@ -1,10 +1,10 @@
-name: "Continuous Integration"
+name: 'Continuous Integration'
 
 on:
   push:
-    branches: [ "main" ]
+    branches: ['main']
   pull_request:
-    branches: [ "main" ]
+    branches: ['main']
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
@@ -19,12 +19,12 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           fetch-depth: 2
 
       - name: Install Node.js
-        uses: actions/setup-node@v3
+        uses: actions/setup-node@v4
         with:
           node-version: 18
           cache: npm
@@ -43,10 +43,9 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           fetch-depth: 2
 
       - name: Build Docker Image
         run: ./docker/build.sh
-

.github/workflows/codeql-analysis.yml

@@ -1,11 +1,11 @@
-name: "CodeQL"
+name: 'CodeQL'
 
 on:
   workflow_dispatch:
   push:
-    branches: [ "main" ]
+    branches: ['main']
   pull_request:
-    branches: [ "main" ]
+    branches: ['main']
 
 jobs:
   analyze:
@@ -19,30 +19,30 @@ jobs:
     strategy:
       fail-fast: true
       matrix:
-        language: [ 'javascript' ]
+        language: ['javascript']
 
     steps:
-    - name: Checkout repository
-      uses: actions/checkout@v3
+      - name: Checkout repository
+        uses: actions/checkout@v4
 
-    - uses: actions/setup-node@v3
-      with:
-        node-version: 18
-        cache: npm
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 18
+          cache: npm
 
-    - name: Install Dependencies
-      run: npm ci
+      - name: Install Dependencies
+        run: npm ci
 
-    - name: Copy env
-      run: cp .env.example .env
+      - name: Copy env
+        run: cp .env.example .env
 
-    - name: Build Documenso
-      run: npm run build
+      - name: Build Documenso
+        run: npm run build
 
-    - name: Initialize CodeQL
-      uses: github/codeql-action/init@v2
-      with:
-        languages: ${{ matrix.language }}
+      - name: Initialize CodeQL
+        uses: github/codeql-action/init@v2
+        with:
+          languages: ${{ matrix.language }}
 
-    - name: Perform CodeQL Analysis
-      uses: github/codeql-action/analyze@v2
+      - name: Perform CodeQL Analysis
+        uses: github/codeql-action/analyze@v2

.github/workflows/deploy.yml

@@ -0,0 +1,24 @@
+name: Deploy to Production
+
+on:
+  push:
+    tags:
+      - '*'
+
+jobs:
+  deploy:
+    runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+        with:
+          ref: main
+          fetch-depth: 0
+          token: ${{ secrets.GH_TOKEN }}
+
+      - name: Push to release branch
+        run: |
+          git checkout release || git checkout -b release
+          git merge --ff-only main
+          git push origin release

.github/workflows/e2e-tests.yml

@@ -1,51 +1,50 @@
 name: Playwright Tests
 on:
   push:
-    branches: [ "main" ]
+    branches: ['main']
   pull_request:
-    branches: [ "main" ]
+    branches: ['main']
 jobs:
   e2e_tests:
+    name: "E2E Tests"
     timeout-minutes: 60
     runs-on: ubuntu-latest
-    services:
-      postgres:
-        image: postgres
-        env:
-          POSTGRES_USER: postgres
-          POSTGRES_PASSWORD: postgres
-        options: >-
-          --health-cmd pg_isready
-          --health-interval 10s
-          --health-timeout 5s
-          --health-retries 5
-        ports:
-          - 5432:5432
     steps:
-      - uses: actions/checkout@v3
-      - uses: actions/setup-node@v3
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
         with:
           node-version: 18
+          cache: npm
       - name: Install dependencies
         run: npm ci
+
       - name: Copy env
         run: cp .env.example .env
+
+      - name: Start Services
+        run: npm run dx:up
+
       - name: Install Playwright Browsers
         run: npx playwright install --with-deps
+
       - name: Generate Prisma Client
         run: npm run prisma:generate -w @documenso/prisma
+
       - name: Create the database
         run: npm run prisma:migrate-dev
+
+      - name: Seed the database
+        run: npm run prisma:seed
+
       - name: Run Playwright tests
         run: npm run ci
+
       - uses: actions/upload-artifact@v3
         if: always()
         with:
-          name: playwright-report
-          path: playwright-report/
+          name: test-results
+          path: "packages/app-tests/**/test-results/*"
           retention-days: 30
     env:
-      NEXT_PRIVATE_DATABASE_URL: postgresql://postgres:postgres@localhost:5432/documenso
-      NEXT_PRIVATE_DIRECT_DATABASE_URL: postgresql://postgres:postgres@localhost:5432/documenso
       TURBO_TOKEN: ${{ secrets.TURBO_TOKEN }}
       TURBO_TEAM: ${{ vars.TURBO_TEAM }}

.github/workflows/first-interaction.yml

@@ -0,0 +1,29 @@
+name: 'Welcome New Contributors'
+
+on:
+  pull_request:
+    types: ['opened']
+  issues:
+    types: ['opened']
+
+permissions:
+  pull-requests: write
+  issues: write
+
+jobs:
+  welcome-message:
+    name: Welcome Contributors
+    if: github.event.action == 'opened'
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - uses: actions/first-interaction@v1
+        with:
+          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          pr-message: |
+            Thank you for creating your first Pull Request and for being a part of the open signing revolution! 💚🚀
+            <br /> Feel free to hop into our community in [Discord](https://documen.so/discord)
+          issue-message: |
+            Thank you for opening your first issue and for being a part of the open signing revolution!
+            <br /> One of our team members will review it and get back to you as soon as it possible 💚
+            <br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)

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

@@ -0,0 +1,63 @@
+name: 'Issue Assignee Check'
+
+on:
+  issues:
+    types: ['assigned']
+
+permissions:
+  issues: write
+
+jobs:
+  countIssues:
+    if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
+      - name: Set up Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '18'
+          cache: npm
+
+      - name: Install Octokit
+        run: npm install @octokit/rest@18
+
+      - name: Check Assigned User's Issue Count
+        id: parse-comment
+        uses: actions/github-script@v5
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          script: |
+            const { Octokit } = require("@octokit/rest");
+            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
+
+            const username = context.payload.issue.assignee.login;
+            console.log(`Username Extracted: ${username}`);
+
+            const { data: issues } = await octokit.issues.listForRepo({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              assignee: username,
+              state: 'open'
+            });
+
+            const issueCount = issues.length;
+            console.log(`Issue Count For ${username}: ${issueCount}`);
+
+            if (issueCount > 3) {
+              let issueCountMessage = `### 🚨 Documenso Police 🚨`;
+              issueCountMessage += `\n@${username} has ${issueCount} open issues assigned already. Consider whether this issue should be assigned to them or left open for another contributor.`;
+
+              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.issue.number,
+                body: issueCountMessage,
+                headers: {
+                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
+                }
+              });
+            }

.github/workflows/issue-opened.yml

@@ -0,0 +1,21 @@
+name: 'Label Issues'
+
+on:
+  issues:
+    types: ['opened', 'reopened']
+
+jobs:
+  label_issues:
+    runs-on: ubuntu-latest
+    permissions:
+      issues: write
+    steps:
+      - uses: actions/github-script@v6
+        with:
+          script: |
+            github.rest.issues.addLabels({
+              issue_number: context.issue.number,
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              labels: ["needs triage"]
+            })

.github/workflows/pr-labeler.yml

@@ -0,0 +1,20 @@
+name: 'PR Labeler'
+
+on:
+  - pull_request_target
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: true
+
+jobs:
+  labeler:
+    permissions:
+      contents: read
+      pull-requests: write
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/labeler@v4
+        with:
+          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          sync-labels: ''

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

@@ -0,0 +1,64 @@
+name: 'PR Review Reminder'
+
+on:
+  pull_request:
+    types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
+
+permissions:
+  pull-requests: write
+
+jobs:
+  checkPRs:
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
+      - name: Set up Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '18'
+          cache: npm
+
+      - name: Install Octokit
+        run: npm install @octokit/rest@18
+
+      - name: Check user's PRs awaiting review
+        id: parse-prs
+        uses: actions/github-script@v5
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          script: |
+            const { Octokit } = require("@octokit/rest");
+            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
+
+            const username = context.payload.pull_request.user.login;
+            console.log(`Username Extracted: ${username}`);
+
+            const { data: pullRequests } = await octokit.pulls.list({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              state: 'open',
+              sort: 'created',
+              direction: 'asc',
+            });
+
+            const userPullRequests = pullRequests.filter(pr => pr.user.login === username && (pr.state === 'open' || pr.state === 'ready_for_review'));
+            const prCount = userPullRequests.length;
+            console.log(`PR Count for ${username}: ${prCount}`);
+
+            if (prCount > 3) {
+              let prReminderMessage = `🚨 @${username} has ${prCount} pull requests awaiting review. Please consider reviewing them when possible. 🚨`;
+
+              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.payload.pull_request.number,
+                body: prReminderMessage,
+                headers: {
+                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
+                }
+              });
+            }

.github/workflows/semantic-pull-requests.yml

@@ -1,4 +1,4 @@
-name: "Validate PR Name"
+name: 'Validate PR Name'
 
 on:
   pull_request_target:
@@ -9,13 +9,54 @@ on:
       - synchronize
 
 permissions:
-  pull-requests: read
+  pull-requests: write
 
 jobs:
   validate-pr:
     name: Validate PR title
     runs-on: ubuntu-latest
     steps:
+      - name: Check PR creator's previous activity
+        id: check_activity
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          if [ "$ACTIVITY" -eq 0 ]; then
+            echo "::set-output name=is_new::true"
+          else
+            echo "::set-output name=is_new::false"
+          fi
+
+      - name: Count PRs created by user
+        id: count_prs
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          echo "::set-output name=pr_count::$PR_COUNT"
+
       - uses: amannn/action-semantic-pull-request@v5
+        id: lint_pr_title
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+
+      - uses: marocchino/sticky-pull-request-comment@v2
+        if: always() && (steps.lint_pr_title.outputs.error_message != null)
+        with:
+          header: pr-title-lint-error
+          message: |
+            Hey There! and thank you for opening this pull request! 📝👋🏼
+
+            We require pull request titles to follow the [Conventional Commits Spec](https://www.conventionalcommits.org/en/v1.0.0/) and it looks like your proposed title needs to be adjusted.
+
+            Details:
+
+            ```
+            ${{ steps.lint_pr_title.outputs.error_message }}
+            ```
+
+      - if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
+        uses: marocchino/sticky-pull-request-comment@v2
+        with:
+          header: pr-title-lint-error
+          message: |
+            Thank you for following the naming conventions for pull request titles! 💚🚀

.github/workflows/stale.yml

@@ -0,0 +1,24 @@
+name: 'Mark Stale Issues and PRs'
+
+on:
+  schedule:
+    - cron: '0 */8 * * *'
+
+jobs:
+  stale:
+    runs-on: ubuntu-latest
+    permissions:
+      issues: write
+      pull-requests: write
+
+    steps:
+      - uses: actions/stale@v4
+        with:
+          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          days-before-pr-stale: 90
+          days-before-issue-stale: 90
+          days-before-issue-close: 180
+          stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
+          close-pr-message: 'This PR has been closed because of inactivity.'
+          exempt-pr-labels: 'WIP,on-hold,needs review'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'

.vscode/settings.json

@@ -1,10 +1,13 @@
 {
   "typescript.tsdk": "node_modules/typescript/lib",
   "editor.codeActionsOnSave": {
-    "source.fixAll.eslint": true
+    "source.fixAll.eslint": "explicit"
   },
   "eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
   "javascript.preferences.importModuleSpecifier": "non-relative",
   "javascript.preferences.useAliasesForRenames": false,
-  "typescript.enablePromptUseWorkspaceTsdk": true
+  "typescript.enablePromptUseWorkspaceTsdk": true,
+  "files.eol": "\n",
+  "editor.tabSize": 2,
+  "editor.insertSpaces": true
 }

README.md

@@ -1,3 +1,5 @@
+>We are nominated for a Product Hunt Gold Kitty 😺✨ and appreciate any support: https://documen.so/kitty
+
 <img src="https://github.com/documenso/documenso/assets/13398220/a643571f-0239-46a6-a73e-6bef38d1228b" alt="Documenso Logo">
 
 <p align="center" style="margin-top: 20px">
@@ -13,9 +15,9 @@
     ·
     <a href="https://github.com/documenso/documenso/issues">Issues</a>
     ·
-    <a href="https://github.com/documenso/documenso/milestones">Roadmap</a>
+    <a href="https://documen.so/live">Upcoming Releases</a>
     ·
-    <a href="https://documen.so/launches">Upcoming Launches</a>
+    <a href="https://documen.so/roadmap">Roadmap</a>
   </p>
 </p>
 
@@ -115,10 +117,12 @@ To run Documenso locally, you will need
 
 Want to get up and running quickly? Follow these steps:
 
-1. [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
+1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
+
+After forking the repository, clone it to your local device by using the following command:
 
 ```sh
-git clone https://github.com/documenso/documenso
+git clone https://github.com/<your-username>/documenso
 ```
 
 2. Set up your `.env` file using the recommendations in the `.env.example` file. Alternatively, just run `cp .env.example .env` to get started with our handpicked defaults.
@@ -139,21 +143,25 @@ npm run d
 
 1. **App** - http://localhost:3000
 2. **Incoming Mail Access** - http://localhost:9000
-
 3. **Database Connection Details**
+
    - **Port**: 54320
    - **Connection**: Use your favorite database client to connect using the provided port.
 
+4. **S3 Storage Dashboard** - http://localhost:9001
+
 ## Developer Setup
 
 ### Manual Setup
 
 Follow these steps to setup Documenso on your local machine:
 
-1. [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
+1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
+
+After forking the repository, clone it to your local device by using the following command:
 
 ```sh
-git clone https://github.com/documenso/documenso
+git clone https://github.com/<your-username>/documenso
 ```
 
 2. Run `npm i` in the root directory
@@ -278,12 +286,16 @@ WantedBy=multi-user.target
 
 ### Railway
 
-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/DjrRRX)
+[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
 
 ### Render
 
 [![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
 
+### Koyeb
+
+[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
+
 ## Troubleshooting
 
 ### I'm not receiving any emails when using the developer quickstart.

apps/marketing/content/blog/commodifying-signing.mdx

@@ -0,0 +1,87 @@
+---
+title: Commodifying Signing
+description: We are creating signing as a public good and are commoditizing it to make it cheaper and better.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-01-25
+Tags:
+  - Vision
+  - Mission
+  - Open Source
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/lighthouse.jpeg"
+    width="650"
+    height="650"
+    alt="A lighthouse on a tiny island."
+  />
+
+  <figcaption className="text-center">
+    Lighthouses are often used as an example of a public good; As they benefit all maritime users, but no one can be excluded from using them as a navigational aid. Use by one person neither prevents access by other people, nor does it reduce availability to others.
+  </figcaption>
+</figure>
+
+# Commodifying Signing
+
+> TLDR; We are creating signing as a public good and are commoditizing it to make it cheaper and better.
+
+While we are in full-on building mode with Documenso, I think a lot about the big picture of what we are attempting to do. One phrase that keeps popping up is, "We are commodifying signing." Let's dig deeper into what that means.
+
+Let's start with why we are doing this. Documenso's mission is to solve the domain of signing once and for all for everyone. In so many calls, I hear stories about how organizations build their own solution because the existing ones are too expensive or need to be more flexible. That means not hundreds but probably thousands of companies worldwide have done the same. This is simply wasting humanity's time. Since digital signing systems are understood well enough that seemingly "everyone" can build them, given enough pain, It's time to do it once correctly.
+
+## Is signing already a commodity?
+
+> In economics, a **commodity** is an economic good, usually a resource, that has explicitly full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.
+
+That sounds like the signing market today. There is no shortage of signing providers, and you can get similar signing services from many places. So why is this different from what we want, and why does this not satisfy the market?
+
+- Signing is expensive and painful when you are locked into your vendor, and they charge by signing volume.
+- Signing is also expensive and painful when you have to build it yourself since no vendor fits your requirements or you are not allowed to
+
+To understand why, we need to look at the landscape as it is today:
+
+- **Commodity**: Signing SaaS
+- **Private Goods**: Signing Code Base, Regulatory Know-How
+- **Public Goods**: Web Tech, Digital Signature Algorithms and Standards
+
+What the current players have done is to commodify the listed public goods into commercial products:
+
+> […]the action and process of transforming goods, services, ideas, nature, personal information, people, or animals into commodities.
+> (Let's ignore the end of that list for now and what it says about humanity, yikes)
+
+While this paradigm brought digital signing to many businesses worldwide, we aim for a different future. To solve signing once and for all, we need to achieve two core points:
+
+- Making it cheaper so it's profitable for everyone to use
+- Making it more accessible so everyone can use it (e.g. regulated industries) and flexible enough (extendable, open).
+
+To achieve this, we must transform the landscape to look like this:
+
+- **Commodities**: Enterprise Components, Support, Hosting, Self-Host Licenses
+- **Public Goods**: (no longer private): OS (Open Source) Signing Code Base, OS Regulatory Know-How
+- **Public Goods**: OS Web Tech, Digital Signature Algorithms and Standards
+
+## Raising the Bar
+
+Before creating a commodity, we are raising the bar of what the underlying public good is. Having an open source singing framework you can extend, self-host, and understand makes the resulting solution much more accessible and extendable for everyone. Now for the final feat of making signing cheaper:
+
+As we have seen, signing has already been commodified. But since it was done by a closed source and, frankly, a very opaque industry, no downward price spiral has ensued. By building Documenso open source with an open culture, we can pierce the veil and trigger what the space has been missing for a long time: Commoditization. If you had to read that again, so did I:
+
+> In business literature, **commoditization** is defined as the process by which goods that have economic value and are distinguishable in terms of attributes (uniqueness or brand) become simple commodities in the eyes of the market or consumers.
+
+By only selling what creates value for the customer (hosting a highly available service, keeping it compliant, supporting with technical issues and challenges, preparing industry-specific components), we are commoditizing signing since everyone can do it now: The resources enabling it are public goods, aka. open source. A leveled playing field, as described above, is the perfect environment for a community-first, technology-first, and value-first company like Documenso to flourish.
+
+## Changing the Game
+
+In this new world, a company needing signing (literally every company) can decide if the ROI (Return on Investment) of building signing themselves is greater than simply paying for the value-added activities they will need anyway. Pricing our offering not on volume but fixed is a nice additional wedge into the market we intend to use here.
+
+The market dynamic now changes to who can offer the greatest value added to the public goods, driving the price down as this can be done much more efficiently than locking customers into closed source SaaS. Documenso, being a lean company, which we intend to stay with for a long time, will help kickstart this effect. Open Source capital efficiency is real. Our planned enterprise components, hosting support, and partner ecosystem will all leverage this effect.
+
+We will grow our community around the public good, the open-source repo, and create an ecosystem around the commodities built on top of it (components, hosting, compliance, support). We will solve signing once and for all, and the world will be better for it. Onwards.
+
+As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments.
+
+Best from Hamburg\
+Timur

apps/marketing/content/blog/email-provider-incident-2024-01-10.mdx

@@ -0,0 +1,28 @@
+---
+title: Jan 10th Email Provider Security Incident
+description: On January 10th, 2022, we were notified by our email provider that they had experienced a security incident.
+authorName: 'Lucas Smith'
+authorImage: '/blog/blog-author-lucas.png'
+authorRole: 'Co-Founder'
+date: 2024-01-17
+tags:
+  - Security
+---
+
+On January 10th, 2024 we were notified by our email provider that a security incident had occurred. This security incident which had started on January 7th led to a bad actor obtaining access to their database which contains ours and other customer’s data.
+
+We understand that during this security incident the following has been accessed:
+
+- Email addresses.
+- Metadata on emails sent excluding the email body.
+
+While the incident is unfortunate we are pleased with the remediation and the processes that our email provider has put in place to help avoid this kind of situation in the future. Since the incident, our provider has rectified the issue and has engaged a security company to conduct an exhaustive investigation and to help improve their security posture moving forward.
+
+We remain steadfast in our commitment to our current email provider, and will not be taking any further action with relation to changing providers.
+
+We are now working with our legal counsel to ensure that we provide the appropriate notice to all our customers in each jurisdiction. If you have any further questions on this incident please feel free to contact our support team at [support@documenso.com](mailto:support@documenso.com).
+
+We appreciate your ongoing support in this matter.
+
+You can read more on the incident on our providers blog post below:
+[https://resend.com/blog/incident-report-for-january-10-2024](https://resend.com/blog/incident-report-for-january-10-2024)

apps/marketing/content/blog/linear-gh.mdx

@@ -0,0 +1,115 @@
+---
+title: Moving from Linear to GitHub & LIVE Roadmap 2.0
+description: We are leaving linear and are going all in on GitHub. Here is how we do it.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-01-10
+Tags:
+  - GitHub
+  - Backlog
+  - Roadmap
+---
+
+# From Linear to GitHub
+
+> TLDR; We are leaving Linear and are using only GitHub going forward. We no longer communicate feature timelines, only what we are working on and what's next.
+
+If you follow us, you know we have been in full-on build mode. We are building, the community is building, it's great. Building is our daily business, so we think a lot about improving our approach to doing it.
+Our most recent approach is to reduce the number of tools and platforms we use. Every tool we use
+
+- Reduces the average time you spend on the tool
+- Reduces your focus
+- Increases mental load to keep all points of interest in mind
+
+We thought about where we spend the most time, and hardly surprising: it's GitHub. Not only do we spend a lot of time there, but we also WANT to spend a lot of time there because:
+
+- It's where the community contributes, and we are all about community
+- It's where we show the world what we are working on
+
+# The old structure
+
+So far, we have been using Linear for our Backlog/ Task Management and synced issues we want to showcase or work on with the community via synclinear.com. Not only did we have our development issues there, but since
+we have our own resident founding designer, we created a proper design backlog to structure our design workflows.
+
+# The new structure
+
+We moved everything to GitHub once we realized our focus was already there. This has a few key benefits:
+
+- Reducing dilution of attention and time: You can hang out on GitHub without risk of missing much
+- Putting different aspects of Documenso close to each other: Development, Design, Community
+- Keep long-term, niche, and very abstract issues out of the main repo so we don't get desensitized by large issue numbers
+
+To achieve this, we created a few GitHub repositories to host issues, with the main repository remaining the central point of interest, especially for the community.
+
+## 1. Main Repository - Day to day Issues and the shorter-term roadmap (LIVE Roadmap 2.0)
+
+> [github.com/documenso/documenso](https://github.com/documenso/documenso)
+
+Apart from the source code of the Documenso app and website, the main repo houses issues raised by the community and issues where we invite the community to participate.
+With the overhauling of our issue management, we are also updating our progress communication. While the software and product development process is highly complex,
+we try to give as much insight into what we do as possible. To that end, we went through 3 phases, three being what we do now.
+
+1. **One extensive roadmap**: Initially we had one roadmap and were (very) slowly checking off boxes there (via a "Roadmap" milestone). While this is easy, it's also pretty imprecise and not practical as the project grows
+2. **Estimated releases per quarter**: To give better guidance, we tried communicating our goals for the quarter; a pretty big window we thought we could roughly "hit". While the idea of not being too detailed was good, it is tough to estimate when some significant things are done if you do a lot of minor/ other things in parallel,
+   like working with the community and tuning things you go. Hitting time targets is tricky because there may be better things to do than sticking to that time target. This is always much easier to grasp for the people closely involved. The fallacy is to assume the thing you plan for exists in a vacuum.
+3. Since we do not want to limit ourselves in choosing the most effective course but still give some insight into what's going on and what's coming up, we updated the live roadmap [https://documen.so/live](https://documen.so/live). It now shows what we are currently working on and what we plan on doing next. We do not provide
+   a specific timeline anymore since we couldn't even if we wanted to. Of course, we set our short-term goals based on what's best for the community. We give updates on the issues being worked on as well as possible.
+
+## 2. Public Backlog - The longer-term roadmap
+
+> [github.com/documenso/backlog](https://github.com/documenso/backlog)
+
+The public backlog houses everything we want to build eventually. We do not provide a specific timeline of when that might happen. If we decide against something, it will be removed from the public backlog, as we consider this our long-term vision for Documenso. If you are interested in something on the roadmap, comment on the issue or post on Discord. This helps us gauge interest in specific features.
+**Issues in the public backlog are not** available to be worked on. For issues to work on, please check the main repository issues. The issues found here are scoped broader since they are not meant for immediate execution but rather give a sense of where Documenso is going and what we consider part of our domain.
+
+## 3. Internal Backlog
+
+> github.com/documenso/backlog-internal
+
+<figure>
+  <MdxNextImage
+    src="/blog/gh1.png"
+    width="1260"
+    height="630"
+    alt="GitHub: Development Board"
+  />
+
+  <figcaption className="text-center">
+    Our internal Kanban for development
+  </figcaption>
+</figure>
+
+This serves as the direct replacement for our Linear backlog. Here, we manage issues that are either too small or short-term for inclusion in the long-term roadmap, yet too specialized or fundamental to be integrated into the main repository. Our development Kanban board is implemented using a GitHub project.
+
+## 4. Internal Design Backlog
+
+> github.com/documenso/design-internal
+
+<figure>
+  <MdxNextImage
+    src="/blog/gh2.png"
+    width="1260"
+    height="630"
+    alt="GitHub: Design Board"
+  />
+
+  <figcaption className="text-center">
+    Our internal Kanban for design
+  </figcaption>
+</figure>
+
+This is the design equivalent of the internal backlog. The internal design backlog houses our design projects that include the exploration of new features, detailed UI designs, and improving the platform overall.
+It's similar to the Kanban board for the development backlog.
+
+## 5. Public Design Repository
+
+> [github.com/documenso/backlog-design](https://github.com/documenso/design)
+
+While the internal design backlog also existed in Linear, the public design repository is new. Since designing in the open is tricky, we opted to publish the detailed design artifacts with the corresponding feature instead.
+We already have design.documenso.com housing our general design system. Here, we will publish the specifics of how we applied this to each feature. We will publish the first artifacts here soon, what may be in the cards can be found on the [LIVE Roadmap](https://documen.so/live).
+
+Feel free to connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here to help and would love to hear from you :)
+
+Best from Hamburg\
+Timur

apps/marketing/content/blog/manifest.mdx

@@ -7,6 +7,8 @@ authorRole: 'Co-Founder'
 date: 2023-07-13
 tags:
   - Manifesto
+  - Open Source
+  - Vision
 ---
 
 <figure>

apps/marketing/content/blog/pre-seed.mdx

@@ -1,6 +1,6 @@
 ---
 title: Announcing Pre-Seed and Open Metrics
-description: We are exicited to report the closing of our Pre-Seed round. You can find the juicy details on our new /open page. Yes, it was signed using Documenso.
+description: We are excited to report the closing of our Pre-Seed round. You can find the juicy details on our new /open page. Yes, it was signed using Documenso.
 authorName: 'Timur Ercan'
 authorImage: '/blog/blog-author-timur.jpeg'
 authorRole: 'Co-Founder'

apps/marketing/content/blog/shop.mdx

@@ -30,7 +30,7 @@ We kicked off [Malfunction Mania](https://documenso.com/blog/malfunction-mania)
 
 ## Documenso Merch Shop
 
-The shirt will be available in our [merch shop](https://documen.so/shop) via a unique discount code. While the shirt will be gone after Malfunction Mania, the shop is here to stay and provide a well-deserved reward for great community members and contributors. All items can be earned by contrinuting to Documenso.
+The shirt will be available in our [merch shop](https://documen.so/shop) via a unique discount code. While the shirt will be gone after Malfunction Mania, the shop is here to stay and provide a well-deserved reward for great community members and contributors. All items can be earned by contributing to Documenso.
 
 <figure>
   <MdxNextImage

apps/marketing/content/careers.mdx

@@ -0,0 +1,13 @@
+---
+title: Careers at Documenso
+---
+
+# Careers at Documenso
+
+So you love Documenso and all the things that we do and now you want to work with us to unlock the future of open signing?
+
+---
+
+## Open Positions
+
+Unfortunately we have no open positions available at the moment. Our team has grown and so we must grow with it, please check back from time to time as now is not forever and we may be hiring again in the future.

apps/marketing/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/marketing",
-  "version": "1.2.2",
+  "version": "1.2.3",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {
@@ -36,7 +36,7 @@
     "react-hook-form": "^7.43.9",
     "react-icons": "^4.11.0",
     "recharts": "^2.7.2",
-    "sharp": "0.32.5",
+    "sharp": "0.33.1",
     "typescript": "5.2.2",
     "zod": "^3.22.4"
   },

apps/marketing/process-env.d.ts

@@ -6,8 +6,6 @@ declare namespace NodeJS {
     NEXT_PRIVATE_DATABASE_URL: string;
 
     NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_FREE_PLAN_ID?: string;
 
     NEXT_PRIVATE_STRIPE_API_KEY: string;
     NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET: string;

apps/marketing/src/app/(marketing)/[content]/page.tsx

@@ -15,7 +15,7 @@ export const generateMetadata = ({ params }: { params: { content: string } }) =>
     notFound();
   }
 
-  return { title: `Documenso - ${document.title}` };
+  return { title: document.title };
 };
 
 const mdxComponents: MDXComponents = {

apps/marketing/src/app/(marketing)/blog/[post]/page.tsx

@@ -18,7 +18,9 @@ export const generateMetadata = ({ params }: { params: { post: string } }) => {
   }
 
   return {
-    title: `Documenso - ${blogPost.title}`,
+    title: {
+      absolute: `${blogPost.title} - Documenso Blog`,
+    },
     description: blogPost.description,
   };
 };

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

@@ -1,5 +1,10 @@
+import type { Metadata } from 'next';
+
 import { allBlogPosts } from 'contentlayer/generated';
 
+export const metadata: Metadata = {
+  title: 'Blog',
+};
 export default function BlogPage() {
   const blogPosts = allBlogPosts.sort((a, b) => {
     const dateA = new Date(a.date);

apps/marketing/src/app/(marketing)/layout.tsx

@@ -29,7 +29,7 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
 
   return (
     <div
-      className={cn('relative max-w-[100vw] pt-20 md:pt-28', {
+      className={cn('relative flex min-h-[100vh] max-w-[100vw] flex-col pt-20 md:pt-28', {
         'overflow-y-auto overflow-x-hidden': pathname !== '/singleplayer',
       })}
     >
@@ -41,7 +41,7 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
         <Header className="mx-auto h-16 max-w-screen-xl px-4 md:h-20 lg:px-8" />
       </div>
 
-      <div className="relative mx-auto max-w-screen-xl px-4 lg:px-8">{children}</div>
+      <div className="relative mx-auto max-w-screen-xl flex-1 px-4 lg:px-8">{children}</div>
 
       <Footer className="bg-background border-muted mt-24 border-t" />
     </div>

apps/marketing/src/app/(marketing)/open/data.ts

@@ -47,6 +47,14 @@ export const TEAM_MEMBERS = [
     engagement: 'Full-Time',
     joinDate: 'October 9th, 2023',
   },
+  {
+    name: 'Adithya Krishna',
+    role: 'Software Engineer - II',
+    salary: '-',
+    location: 'India',
+    engagement: 'Full-Time',
+    joinDate: 'December 1st, 2023',
+  },
 ];
 
 export const FUNDING_RAISED = [

apps/marketing/src/app/(marketing)/open/monthly-new-users-chart.tsx

@@ -3,7 +3,7 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyNewUsersChartProps = {
@@ -22,7 +22,7 @@ export const MonthlyNewUsersChart = ({ className, data }: MonthlyNewUsersChartPr
   return (
     <div className={cn('flex flex-col', className)}>
       <div className="flex items-center px-4">
-        <h3 className="text-lg font-semibold">Monthly New Users</h3>
+        <h3 className="text-lg font-semibold">New Users</h3>
       </div>
 
       <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">

apps/marketing/src/app/(marketing)/open/monthly-total-users-chart.tsx

@@ -3,7 +3,7 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyTotalUsersChartProps = {
@@ -22,7 +22,7 @@ export const MonthlyTotalUsersChart = ({ className, data }: MonthlyTotalUsersCha
   return (
     <div className={cn('flex flex-col', className)}>
       <div className="flex items-center px-4">
-        <h3 className="text-lg font-semibold">Monthly Total Users</h3>
+        <h3 className="text-lg font-semibold">Total Users</h3>
       </div>
 
       <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">

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

@@ -1,3 +1,5 @@
+import type { Metadata } from 'next';
+
 import { z } from 'zod';
 
 import { getUserMonthlyGrowth } from '@documenso/lib/server-only/user/get-user-monthly-growth';
@@ -14,6 +16,10 @@ import { MonthlyTotalUsersChart } from './monthly-total-users-chart';
 import { TeamMembers } from './team-members';
 import { OpenPageTooltip } from './tooltip';
 
+export const metadata: Metadata = {
+  title: 'Open Startup',
+};
+
 export const revalidate = 3600;
 
 export const dynamic = 'force-dynamic';

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

@@ -29,10 +29,7 @@ export function OpenPageTooltip() {
           </svg>
         </TooltipTrigger>
         <TooltipContent>
-          <p>
-            August and earlier: Active subscribers. September and beyond: Numbers of active
-            subscriptions.
-          </p>
+          <p>Active Subscriptions.</p>
         </TooltipContent>
       </Tooltip>
     </TooltipProvider>

apps/marketing/src/app/(marketing)/oss-friends/page.tsx

@@ -1,3 +1,4 @@
+import type { Metadata } from 'next';
 import Image from 'next/image';
 
 import { z } from 'zod';
@@ -5,7 +6,12 @@ import { z } from 'zod';
 import backgroundPattern from '@documenso/assets/images/background-pattern.png';
 
 import { OSSFriendsContainer } from './container';
-import { TOSSFriendsSchema, ZOSSFriendsSchema } from './schema';
+import type { TOSSFriendsSchema } from './schema';
+import { ZOSSFriendsSchema } from './schema';
+
+export const metadata: Metadata = {
+  title: 'OSS Friends',
+};
 
 export default async function OSSFriendsPage() {
   const ossFriends: TOSSFriendsSchema = await fetch('https://formbricks.com/api/oss-friends', {

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

@@ -1,4 +1,5 @@
 /* eslint-disable no-unused-vars, @typescript-eslint/no-unused-vars */
+import type { Metadata } from 'next';
 import { Caveat } from 'next/font/google';
 
 import { cn } from '@documenso/ui/lib/utils';
@@ -10,6 +11,11 @@ import { OpenBuildTemplateBento } from '~/components/(marketing)/open-build-temp
 import { ShareConnectPaidWidgetBento } from '~/components/(marketing)/share-connect-paid-widget-bento';
 
 export const revalidate = 600;
+export const metadata: Metadata = {
+  title: {
+    absolute: 'Documenso - The Open Source DocuSign Alternative',
+  },
+};
 
 const fontCaveat = Caveat({
   weight: ['500'],

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

@@ -1,5 +1,4 @@
-'use client';
-
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import {
@@ -12,6 +11,10 @@ import { Button } from '@documenso/ui/primitives/button';
 
 import { PricingTable } from '~/components/(marketing)/pricing-table';
 
+export const metadata: Metadata = {
+  title: 'Pricing',
+};
+
 export type PricingPageProps = {
   searchParams?: {
     planId?: string;

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

@@ -17,15 +17,14 @@ import { AddFieldsFormPartial } from '@documenso/ui/primitives/document-flow/add
 import type { TAddFieldsFormSchema } from '@documenso/ui/primitives/document-flow/add-fields.types';
 import { AddSignatureFormPartial } from '@documenso/ui/primitives/document-flow/add-signature';
 import type { TAddSignatureFormSchema } from '@documenso/ui/primitives/document-flow/add-signature.types';
-import {
-  DocumentFlowFormContainer,
-  DocumentFlowFormContainerHeader,
-} from '@documenso/ui/primitives/document-flow/document-flow-root';
+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';
 
-type SinglePlayerModeStep = 'fields' | 'sign';
+const SinglePlayerModeSteps = ['fields', 'sign'] as const;
+type SinglePlayerModeStep = (typeof SinglePlayerModeSteps)[number];
 
 // !: This entire file is a hack to get around failed prerendering of
 // !: the Single Player Mode page. This regression was introduced during
@@ -87,6 +86,7 @@ export const SinglePlayerClient = () => {
       data.fields.map((field, i) => ({
         id: i,
         documentId: -1,
+        templateId: null,
         recipientId: -1,
         type: field.type,
         page: field.pageNumber,
@@ -149,6 +149,7 @@ export const SinglePlayerClient = () => {
   const placeholderRecipient: Recipient = {
     id: -1,
     documentId: -1,
+    templateId: null,
     email: '',
     name: '',
     token: '',
@@ -157,6 +158,7 @@ export const SinglePlayerClient = () => {
     readStatus: 'OPENED',
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
+    role: 'SIGNER',
   };
 
   const onFileDrop = async (file: File) => {
@@ -226,37 +228,35 @@ export const SinglePlayerClient = () => {
         </div>
 
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">
-          <DocumentFlowFormContainer className="top-24" onSubmit={(e) => e.preventDefault()}>
-            <DocumentFlowFormContainerHeader
-              title={currentDocumentFlow.title}
-              description={currentDocumentFlow.description}
-            />
-
-            {/* Add fields to PDF page. */}
-            {step === 'fields' && (
+          <DocumentFlowFormContainer
+            className="top-24 lg:h-[calc(100vh-7rem)]"
+            onSubmit={(e) => e.preventDefault()}
+          >
+            <Stepper
+              currentStep={currentDocumentFlow.stepIndex}
+              setCurrentStep={(step) => setStep(SinglePlayerModeSteps[step - 1])}
+            >
+              {/* Add fields to PDF page. */}
               <fieldset disabled={!uploadedFile} className="flex h-full flex-col">
                 <AddFieldsFormPartial
                   documentFlow={documentFlow.fields}
                   hideRecipients={true}
                   recipients={uploadedFile ? [placeholderRecipient] : []}
-                  numberOfSteps={Object.keys(documentFlow).length}
                   fields={fields}
                   onSubmit={onFieldsSubmit}
                 />
               </fieldset>
-            )}
 
-            {/* Enter user details and signature. */}
-            {step === 'sign' && (
+              {/* Enter user details and signature. */}
+
               <AddSignatureFormPartial
                 documentFlow={documentFlow.sign}
-                numberOfSteps={Object.keys(documentFlow).length}
                 fields={fields}
                 onSubmit={onSignSubmit}
                 requireName={Boolean(fields.find((field) => field.type === 'NAME'))}
                 requireSignature={Boolean(fields.find((field) => field.type === 'SIGNATURE'))}
               />
-            )}
+            </Stepper>
           </DocumentFlowFormContainer>
         </div>
       </div>

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

@@ -1,5 +1,11 @@
+import type { Metadata } from 'next';
+
 import { SinglePlayerClient } from './client';
 
+export const metadata: Metadata = {
+  title: 'Singleplayer',
+};
+
 export const revalidate = 0;
 
 // !: This entire file is a hack to get around failed prerendering of

apps/marketing/src/app/layout.tsx

@@ -18,7 +18,10 @@ const fontInter = Inter({ subsets: ['latin'], variable: '--font-sans' });
 const fontCaveat = Caveat({ subsets: ['latin'], variable: '--font-signature' });
 
 export const metadata = {
-  title: 'Documenso - The Open Source DocuSign Alternative',
+  title: {
+    template: '%s - Documenso',
+    default: 'Documenso',
+  },
   description:
     'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
   keywords:

apps/marketing/src/components/(marketing)/claim-plan-dialog.tsx

@@ -1,160 +0,0 @@
-'use client';
-
-import React, { useEffect, useState } from 'react';
-
-import { useSearchParams } from 'next/navigation';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Info } from 'lucide-react';
-import { usePlausible } from 'next-plausible';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { claimPlan } from '~/api/claim-plan/fetcher';
-
-import { FormErrorMessage } from '../form/form-error-message';
-
-export const ZClaimPlanDialogFormSchema = z.object({
-  name: z.string().trim().min(3, { message: 'Please enter a valid name.' }),
-  email: z.string().email(),
-});
-
-export type TClaimPlanDialogFormSchema = z.infer<typeof ZClaimPlanDialogFormSchema>;
-
-export type ClaimPlanDialogProps = {
-  className?: string;
-  planId: string;
-  children: React.ReactNode;
-};
-
-export const ClaimPlanDialog = ({ className, planId, children }: ClaimPlanDialogProps) => {
-  const params = useSearchParams();
-  const analytics = useAnalytics();
-  const event = usePlausible();
-
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(() => params?.get('cancelled') === 'true');
-
-  const {
-    register,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-    reset,
-  } = useForm<TClaimPlanDialogFormSchema>({
-    defaultValues: {
-      name: params?.get('name') ?? '',
-      email: params?.get('email') ?? '',
-    },
-    resolver: zodResolver(ZClaimPlanDialogFormSchema),
-  });
-
-  const onFormSubmit = async ({ name, email }: TClaimPlanDialogFormSchema) => {
-    try {
-      const delay = new Promise<void>((resolve) => {
-        setTimeout(resolve, 1000);
-      });
-
-      const [redirectUrl] = await Promise.all([
-        claimPlan({ name, email, planId, signatureText: name, signatureDataUrl: null }),
-        delay,
-      ]);
-
-      event('claim-plan-pricing');
-      analytics.capture('Marketing: Claim plan', { planId, email });
-
-      window.location.href = redirectUrl;
-    } catch (error) {
-      event('claim-plan-failed');
-      analytics.capture('Marketing: Claim plan failure', { planId, email });
-
-      toast({
-        title: 'Something went wrong',
-        description: error instanceof Error ? error.message : 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!isSubmitting && !open) {
-      reset();
-    }
-  }, [open]);
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isSubmitting && setOpen(value)}>
-      <DialogTrigger asChild>{children}</DialogTrigger>
-
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>Claim your plan</DialogTitle>
-
-          <DialogDescription className="mt-4">
-            We're almost there! Please enter your email address and name to claim your plan.
-          </DialogDescription>
-        </DialogHeader>
-
-        <form onSubmit={handleSubmit(onFormSubmit)}>
-          <fieldset disabled={isSubmitting} className={cn('flex flex-col gap-y-4', className)}>
-            {params?.get('cancelled') === 'true' && (
-              <div className="rounded-lg border border-yellow-400 bg-yellow-50 p-4">
-                <div className="flex">
-                  <div className="flex-shrink-0">
-                    <Info className="h-5 w-5 text-yellow-400" />
-                  </div>
-                  <div className="ml-3">
-                    <p className="text-sm leading-5 text-yellow-700">
-                      You have cancelled the payment process. If you didn't mean to do this, please
-                      try again.
-                    </p>
-                  </div>
-                </div>
-              </div>
-            )}
-
-            <div>
-              <Label className="text-muted-foreground">Name</Label>
-
-              <Input type="text" className="mt-2" {...register('name')} autoFocus />
-
-              <FormErrorMessage className="mt-1" error={errors.name} />
-            </div>
-
-            <div>
-              <Label className="text-muted-foreground">Email</Label>
-
-              <Input type="email" className="mt-2" {...register('email')} />
-
-              <FormErrorMessage className="mt-1" error={errors.email} />
-            </div>
-
-            <Button type="submit" size="lg" loading={isSubmitting}>
-              Claim the early adopters Plan (
-              {/* eslint-disable-next-line turbo/no-undeclared-env-vars */}
-              {planId === process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID
-                ? 'Monthly'
-                : 'Yearly'}
-              )
-            </Button>
-          </fieldset>
-        </form>
-      </DialogContent>
-    </Dialog>
-  );
-};

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

@@ -31,6 +31,7 @@ const FOOTER_LINKS = [
   { href: 'https://status.documenso.com', text: 'Status', target: '_blank' },
   { href: 'mailto:support@documenso.com', text: 'Support', target: '_blank' },
   { href: '/oss-friends', text: 'OSS Friends' },
+  { href: '/careers', text: 'Careers' },
   { href: '/privacy', text: 'Privacy' },
 ];
 
@@ -38,7 +39,7 @@ export const Footer = ({ className, ...props }: FooterProps) => {
   return (
     <div className={cn('border-t py-12', className)} {...props}>
       <div className="mx-auto flex w-full max-w-screen-xl flex-wrap items-start justify-between gap-8 px-8">
-        <div>
+        <div className="flex-shrink-0">
           <Link href="/">
             <Image
               src={LogoImage}
@@ -63,13 +64,13 @@ export const Footer = ({ className, ...props }: FooterProps) => {
           </div>
         </div>
 
-        <div className="grid max-w-xs flex-1 grid-cols-2 gap-x-4 gap-y-2">
+        <div className="grid w-full max-w-sm grid-cols-2 gap-x-4 gap-y-2 md:w-auto md:gap-x-8">
           {FOOTER_LINKS.map((link, index) => (
             <Link
               key={index}
               href={link.href}
               target={link.target}
-              className="text-muted-foreground hover:text-muted-foreground/80 flex-shrink-0 text-sm"
+              className="text-muted-foreground hover:text-muted-foreground/80 flex-shrink-0 break-words text-sm"
             >
               {link.text}
             </Link>

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

@@ -1,9 +1,9 @@
 'use client';
 
-import { HTMLAttributes, useState } from 'react';
+import type { HTMLAttributes } from 'react';
+import { useState } from 'react';
 
 import Link from 'next/link';
-import { useSearchParams } from 'next/navigation';
 
 import { AnimatePresence, motion } from 'framer-motion';
 import { usePlausible } from 'next-plausible';
@@ -16,14 +16,9 @@ export type PricingTableProps = HTMLAttributes<HTMLDivElement>;
 const SELECTED_PLAN_BAR_LAYOUT_ID = 'selected-plan-bar';
 
 export const PricingTable = ({ className, ...props }: PricingTableProps) => {
-  const params = useSearchParams();
   const event = usePlausible();
 
-  const [period, setPeriod] = useState<'MONTHLY' | 'YEARLY'>(() =>
-    params?.get('planId') === process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID
-      ? 'YEARLY'
-      : 'MONTHLY',
-  );
+  const [period, setPeriod] = useState<'MONTHLY' | 'YEARLY'>('MONTHLY');
 
   return (
     <div className={cn('', className)} {...props}>

apps/marketing/src/components/(marketing)/single-player-mode/single-player-mode-success.tsx

@@ -6,8 +6,9 @@ import Link from 'next/link';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
-import { DocumentStatus, Signature } from '@documenso/prisma/client';
-import { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
+import type { Signature } from '@documenso/prisma/client';
+import { DocumentStatus } from '@documenso/prisma/client';
+import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
 import DocumentDialog from '@documenso/ui/components/document/document-dialog';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';

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

@@ -1,6 +1,7 @@
 'use client';
 
-import { HTMLAttributes, KeyboardEvent, useMemo, useState } from 'react';
+import type { HTMLAttributes, KeyboardEvent } from 'react';
+import { useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { AnimatePresence, motion } from 'framer-motion';
@@ -26,6 +27,7 @@ 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
@@ -48,13 +50,16 @@ const ZWidgetFormSchema = z
 
 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<'EMAIL' | 'NAME' | 'SIGN'>('EMAIL');
+  const [step, setStep] = useState<StepValues>(STEP.EMAIL);
   const [showSigningDialog, setShowSigningDialog] = useState(false);
   const [draftSignatureDataUrl, setDraftSignatureDataUrl] = useState<string | null>(null);
 
@@ -81,28 +86,28 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
   const signatureText = watch('signatureText');
 
   const stepsRemaining = useMemo(() => {
-    if (step === 'NAME') {
+    if (step === STEP.NAME) {
       return 2;
     }
 
-    if (step === 'SIGN') {
-      return 1;
+    if (step === STEP.EMAIL) {
+      return 3;
     }
 
-    return 3;
+    return 1;
   }, [step]);
 
   const onNextStepClick = () => {
-    if (step === 'EMAIL') {
-      setStep('NAME');
+    if (step === STEP.EMAIL) {
+      setStep(STEP.NAME);
 
       setTimeout(() => {
         document.querySelector<HTMLElement>('#name')?.focus();
       }, 0);
     }
 
-    if (step === 'NAME') {
-      setStep('SIGN');
+    if (step === STEP.NAME) {
+      setStep(STEP.SIGN);
 
       setTimeout(() => {
         document.querySelector<HTMLElement>('#signatureText')?.focus();
@@ -226,7 +231,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                           type="button"
                           className="bg-primary h-full w-14 rounded"
                           disabled={!field.value || !!errors.email?.message}
-                          onClick={() => step === 'EMAIL' && onNextStepClick()}
+                          onClick={() => step === STEP.EMAIL && onNextStepClick()}
                         >
                           Next
                         </Button>
@@ -238,7 +243,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                 <FormErrorMessage error={errors.email} className="mt-1" />
               </motion.div>
 
-              {(step === 'NAME' || step === 'SIGN') && (
+              {(step === STEP.NAME || step === STEP.SIGN) && (
                 <motion.div
                   key="name"
                   className="mt-4"
@@ -394,6 +399,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
           </DialogDescription>
 
           <SignaturePad
+            disabled={isSubmitting}
             className="aspect-video w-full rounded-md border"
             defaultValue={signatureDataUrl || ''}
             onChange={setDraftSignatureDataUrl}

apps/marketing/src/components/constants.ts

@@ -0,0 +1,5 @@
+export const STEP = {
+  EMAIL: 'EMAIL',
+  NAME: 'NAME',
+  SIGN: 'SIGN',
+} as const;

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

@@ -1,4 +1,4 @@
-import { NextApiRequest, NextApiResponse } from 'next';
+import type { NextApiRequest, NextApiResponse } from 'next';
 
 import { randomBytes } from 'crypto';
 import { buffer } from 'micro';
@@ -6,7 +6,8 @@ import { buffer } from 'micro';
 import { insertImageInPDF } from '@documenso/lib/server-only/pdf/insert-image-in-pdf';
 import { insertTextInPDF } from '@documenso/lib/server-only/pdf/insert-text-in-pdf';
 import { redis } from '@documenso/lib/server-only/redis';
-import { Stripe, stripe } from '@documenso/lib/server-only/stripe';
+import type { Stripe } from '@documenso/lib/server-only/stripe';
+import { stripe } from '@documenso/lib/server-only/stripe';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
 import { updateFile } from '@documenso/lib/universal/upload/update-file';
 import { prisma } from '@documenso/prisma';

apps/marketing/src/pages/api/trpc/[trpc].ts

@@ -4,6 +4,11 @@ import { appRouter } from '@documenso/trpc/server/router';
 
 export const config = {
   maxDuration: 60,
+  api: {
+    bodyParser: {
+      sizeLimit: '50mb',
+    },
+  },
 };
 
 export default trpcNext.createNextApiHandler({

apps/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.2.2",
+  "version": "1.2.3",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {
@@ -8,6 +8,7 @@
     "build": "next build",
     "start": "next start",
     "lint": "next lint",
+    "e2e:prepare": "next build && next start",
     "lint:fix": "next lint --fix",
     "clean": "rimraf .next && rimraf node_modules",
     "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
@@ -41,9 +42,10 @@
     "react-hotkeys-hook": "^4.4.1",
     "react-icons": "^4.11.0",
     "react-rnd": "^10.4.1",
-    "sharp": "0.32.5",
+    "sharp": "0.33.1",
     "ts-pattern": "^5.0.5",
     "typescript": "5.2.2",
+    "ua-parser-js": "^1.0.37",
     "uqr": "^0.1.2",
     "zod": "^3.22.4"
   },
@@ -52,7 +54,8 @@
     "@types/luxon": "^3.3.1",
     "@types/node": "20.1.0",
     "@types/react": "18.2.18",
-    "@types/react-dom": "18.2.7"
+    "@types/react-dom": "18.2.7",
+    "@types/ua-parser-js": "^0.7.39"
   },
   "overrides": {
     "next-auth": {

apps/web/process-env.d.ts

@@ -6,8 +6,6 @@ declare namespace NodeJS {
     NEXT_PRIVATE_DATABASE_URL: string;
 
     NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_FREE_PLAN_ID?: string;
 
     NEXT_PRIVATE_STRIPE_API_KEY: string;
     NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET: string;

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

@@ -9,7 +9,6 @@ import type { z } from 'zod';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateProfileMutationByAdminSchema } from '@documenso/trpc/server/admin-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
-import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
   FormControl,
@@ -19,6 +18,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multiselect-combobox';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ZUserFormSchema = ZUpdateProfileMutationByAdminSchema.omit({ id: true });
@@ -117,7 +117,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
                   <fieldset className="flex flex-col gap-2">
                     <FormLabel className="text-muted-foreground">Roles</FormLabel>
                     <FormControl>
-                      <Combobox
+                      <MultiSelectCombobox
                         listValues={roles}
                         onChange={(values: string[]) => onChange(values)}
                       />

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

@@ -8,7 +8,7 @@ import { Edit, Loader } from 'lucide-react';
 
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { Document, Role, Subscription } from '@documenso/prisma/client';
+import type { Document, Role, Subscription } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
@@ -19,7 +19,7 @@ type UserData = {
   name: string | null;
   email: string;
   roles: Role[];
-  Subscription?: SubscriptionLite | null;
+  Subscription?: SubscriptionLite[] | null;
   Document: DocumentLite[];
 };
 
@@ -35,9 +35,16 @@ type UsersDataTableProps = {
   totalPages: number;
   perPage: number;
   page: number;
+  individualPriceIds: string[];
 };
 
-export const UsersDataTable = ({ users, totalPages, perPage, page }: UsersDataTableProps) => {
+export const UsersDataTable = ({
+  users,
+  totalPages,
+  perPage,
+  page,
+  individualPriceIds,
+}: UsersDataTableProps) => {
   const [isPending, startTransition] = useTransition();
   const updateSearchParams = useUpdateSearchParams();
   const [searchString, setSearchString] = useState('');
@@ -100,7 +107,13 @@ export const UsersDataTable = ({ users, totalPages, perPage, page }: UsersDataTa
           {
             header: 'Subscription',
             accessorKey: 'subscription',
-            cell: ({ row }) => row.original.Subscription?.status ?? 'NONE',
+            cell: ({ row }) => {
+              const foundIndividualSubscription = (row.original.Subscription ?? []).find((sub) =>
+                individualPriceIds.includes(sub.priceId),
+              );
+
+              return foundIndividualSubscription?.status ?? 'NONE';
+            },
           },
           {
             header: 'Documents',

apps/web/src/app/(dashboard)/admin/users/fetch-users.actions.ts

@@ -1,8 +1,16 @@
 'use server';
 
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
 import { findUsers } from '@documenso/lib/server-only/user/get-all-users';
 
 export async function search(search: string, page: number, perPage: number) {
+  const { user } = await getRequiredServerComponentSession();
+
+  if (!isAdmin(user)) {
+    throw new Error('Unauthorized');
+  }
+
   const results = await findUsers({ username: search, email: search, page, perPage });
 
   return results;

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

@@ -1,3 +1,5 @@
+import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
+
 import { UsersDataTable } from './data-table-users';
 import { search } from './fetch-users.actions';
 
@@ -14,12 +16,23 @@ export default async function AdminManageUsers({ searchParams = {} }: AdminManag
   const perPage = Number(searchParams.perPage) || 10;
   const searchString = searchParams.search || '';
 
-  const { users, totalPages } = await search(searchString, page, perPage);
+  const [{ users, totalPages }, individualPrices] = await Promise.all([
+    search(searchString, page, perPage),
+    getPricesByType('individual'),
+  ]);
+
+  const individualPriceIds = individualPrices.map((price) => price.id);
 
   return (
     <div>
       <h2 className="text-4xl font-semibold">Manage users</h2>
-      <UsersDataTable users={users} totalPages={totalPages} page={page} perPage={perPage} />
+      <UsersDataTable
+        users={users}
+        individualPriceIds={individualPriceIds}
+        totalPages={totalPages}
+        page={page}
+        perPage={perPage}
+      />
     </div>
   );
 }

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

@@ -4,7 +4,7 @@ import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, User } from '@documenso/prisma/client';
+import type { DocumentData, DocumentMeta, Field, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
@@ -18,12 +18,10 @@ import { AddSubjectFormPartial } from '@documenso/ui/primitives/document-flow/ad
 import type { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
 import { AddTitleFormPartial } from '@documenso/ui/primitives/document-flow/add-title';
 import type { TAddTitleFormSchema } from '@documenso/ui/primitives/document-flow/add-title.types';
-import {
-  DocumentFlowFormContainer,
-  DocumentFlowFormContainerHeader,
-} from '@documenso/ui/primitives/document-flow/document-flow-root';
+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';
 
 export type EditDocumentFormProps = {
@@ -31,23 +29,27 @@ export type EditDocumentFormProps = {
   user: User;
   document: DocumentWithData;
   recipients: Recipient[];
+  documentMeta: DocumentMeta | null;
   fields: Field[];
   documentData: DocumentData;
 };
 
 type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
+const EditDocumentSteps: EditDocumentStep[] = ['title', 'signers', 'fields', 'subject'];
 
 export const EditDocumentForm = ({
   className,
   document,
   recipients,
   fields,
+  documentMeta,
   user: _user,
   documentData,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
+  // controlled stepper state
   const [step, setStep] = useState<EditDocumentStep>(
     document.status === DocumentStatus.DRAFT ? 'title' : 'signers',
   );
@@ -56,6 +58,8 @@ export const EditDocumentForm = ({
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
   const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation();
   const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation();
+  const { mutateAsync: setPasswordForDocument } =
+    trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
     title: {
@@ -67,24 +71,19 @@ export const EditDocumentForm = ({
       title: 'Add Signers',
       description: 'Add the people who will sign the document.',
       stepIndex: 2,
-      onBackStep: () => document.status === DocumentStatus.DRAFT && setStep('title'),
     },
     fields: {
       title: 'Add Fields',
       description: 'Add all relevant fields for each recipient.',
       stepIndex: 3,
-      onBackStep: () => setStep('signers'),
     },
     subject: {
       title: 'Add Subject',
       description: 'Add the subject and message you wish to send to signers.',
       stepIndex: 4,
-      onBackStep: () => setStep('fields'),
     },
   };
 
-  const currentDocumentFlow = documentFlow[step];
-
   const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
     try {
       // Custom invocation server action
@@ -116,7 +115,6 @@ export const EditDocumentForm = ({
       });
 
       router.refresh();
-
       setStep('fields');
     } catch (err) {
       console.error(err);
@@ -138,7 +136,6 @@ export const EditDocumentForm = ({
       });
 
       router.refresh();
-
       setStep('subject');
     } catch (err) {
       console.error(err);
@@ -152,14 +149,16 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message } = data.email;
+    const { subject, message, timezone, dateFormat } = data.meta;
 
     try {
       await sendDocument({
         documentId: document.id,
-        email: {
+        meta: {
           subject,
           message,
+          timezone,
+          dateFormat,
         },
       });
 
@@ -181,6 +180,15 @@ export const EditDocumentForm = ({
     }
   };
 
+  const onPasswordSubmit = async (password: string) => {
+    await setPasswordForDocument({
+      documentId: document.id,
+      password,
+    });
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -188,7 +196,13 @@ export const EditDocumentForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            key={documentData.id}
+            documentData={documentData}
+            document={document}
+            password={documentMeta?.password}
+            onPasswordSubmit={onPasswordSubmit}
+          />
         </CardContent>
       </Card>
 
@@ -197,56 +211,43 @@ export const EditDocumentForm = ({
           className="lg:h-[calc(100vh-6rem)]"
           onSubmit={(e) => e.preventDefault()}
         >
-          <DocumentFlowFormContainerHeader
-            title={currentDocumentFlow.title}
-            description={currentDocumentFlow.description}
-          />
-
-          {step === 'title' && (
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditDocumentSteps[step - 1])}
+          >
             <AddTitleFormPartial
               key={recipients.length}
               documentFlow={documentFlow.title}
+              document={document}
               recipients={recipients}
               fields={fields}
-              document={document}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddTitleFormSubmit}
             />
-          )}
 
-          {step === 'signers' && (
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               document={document}
               recipients={recipients}
               fields={fields}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddSignersFormSubmit}
             />
-          )}
-
-          {step === 'fields' && (
             <AddFieldsFormPartial
               key={fields.length}
               documentFlow={documentFlow.fields}
               recipients={recipients}
               fields={fields}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddFieldsFormSubmit}
             />
-          )}
-
-          {step === 'subject' && (
             <AddSubjectFormPartial
+              key={recipients.length}
               documentFlow={documentFlow.subject}
               document={document}
               recipients={recipients}
               fields={fields}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddSubjectFormSubmit}
             />
-          )}
+          </Stepper>
         </DocumentFlowFormContainer>
       </div>
     </div>

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

@@ -3,10 +3,12 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft, Users2 } from 'lucide-react';
 
+import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { DocumentStatus as InternalDocumentStatus } from '@documenso/prisma/client';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
@@ -40,7 +42,24 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
     redirect('/documents');
   }
 
-  const { documentData } = document;
+  const { documentData, documentMeta } = document;
+
+  if (documentMeta?.password) {
+    const key = DOCUMENSO_ENCRYPTION_KEY;
+
+    if (!key) {
+      throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY');
+    }
+
+    const securePassword = Buffer.from(
+      symmetricDecrypt({
+        key,
+        data: documentMeta.password,
+      }),
+    ).toString('utf-8');
+
+    documentMeta.password = securePassword;
+  }
 
   const [recipients, fields] = await Promise.all([
     getRecipientsForDocument({
@@ -83,6 +102,7 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
           className="mt-8"
           document={document}
           user={user}
+          documentMeta={documentMeta}
           recipients={recipients}
           fields={fields}
           documentData={documentData}
@@ -91,7 +111,12 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
 
       {document.status === InternalDocumentStatus.COMPLETED && (
         <div className="mx-auto mt-12 max-w-2xl">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            document={document}
+            key={documentData.id}
+            documentMeta={documentMeta}
+            documentData={documentData}
+          />
         </div>
       )}
     </div>

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

@@ -2,16 +2,17 @@
 
 import Link from 'next/link';
 
-import { Download, Edit, Pencil } from 'lucide-react';
+import { CheckCircle, Download, Edit, EyeIcon, Pencil } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { match } from 'ts-pattern';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import type { Document, Recipient, User } from '@documenso/prisma/client';
-import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DataTableActionButtonProps = {
   row: Document & {
@@ -22,6 +23,7 @@ export type DataTableActionButtonProps = {
 
 export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
   const { data: session } = useSession();
+  const { toast } = useToast();
 
   if (!session) {
     return null;
@@ -35,43 +37,43 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
   const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
+  const role = recipient?.role;
 
   const onDownloadClick = async () => {
-    let document: DocumentWithData | null = null;
+    try {
+      let document: DocumentWithData | null = null;
 
-    if (!recipient) {
-      document = await trpcClient.document.getDocumentById.query({
-        id: row.id,
-      });
-    } else {
-      document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
+      if (!recipient) {
+        document = await trpcClient.document.getDocumentById.query({
+          id: row.id,
+        });
+      } else {
+        document = await trpcClient.document.getDocumentByToken.query({
+          token: recipient.token,
+        });
+      }
+
+      const documentData = document?.documentData;
+
+      if (!documentData) {
+        throw Error('No document available');
+      }
+
+      await downloadPDF({ documentData, fileName: row.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
       });
     }
-
-    const documentData = document?.documentData;
-
-    if (!documentData) {
-      return;
-    }
-
-    const documentBytes = await getFile(documentData);
-
-    const blob = new Blob([documentBytes], {
-      type: 'application/pdf',
-    });
-
-    const link = window.document.createElement('a');
-    const baseTitle = row.title.includes('.pdf') ? row.title.split('.pdf')[0] : row.title;
-
-    link.href = window.URL.createObjectURL(blob);
-    link.download = baseTitle ? `${baseTitle}_signed.pdf` : 'document.pdf';
-
-    link.click();
-
-    window.URL.revokeObjectURL(link.href);
   };
 
+  // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
+  if (recipient?.role === RecipientRole.CC && isComplete === false) {
+    return null;
+  }
+
   return match({
     isOwner,
     isRecipient,
@@ -91,15 +93,32 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
     .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
       <Button className="w-32" asChild>
         <Link href={`/sign/${recipient?.token}`}>
-          <Pencil className="-ml-1 mr-2 h-4 w-4" />
-          Sign
+          {match(role)
+            .with(RecipientRole.SIGNER, () => (
+              <>
+                <Pencil className="-ml-1 mr-2 h-4 w-4" />
+                Sign
+              </>
+            ))
+            .with(RecipientRole.APPROVER, () => (
+              <>
+                <CheckCircle className="-ml-1 mr-2 h-4 w-4" />
+                Approve
+              </>
+            ))
+            .otherwise(() => (
+              <>
+                <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+                View
+              </>
+            ))}
         </Link>
       </Button>
     ))
     .with({ isPending: true, isSigned: true }, () => (
       <Button className="w-32" disabled={true}>
-        <Pencil className="-ml-1 mr-2 inline h-4 w-4" />
-        Sign
+        <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+        View
       </Button>
     ))
     .with({ isComplete: true }, () => (

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

@@ -5,9 +5,11 @@ import { useState } from 'react';
 import Link from 'next/link';
 
 import {
+  CheckCircle,
   Copy,
   Download,
   Edit,
+  EyeIcon,
   Loader,
   MoreHorizontal,
   Pencil,
@@ -17,9 +19,9 @@ import {
 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import type { Document, Recipient, User } from '@documenso/prisma/client';
-import { DocumentStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -30,9 +32,10 @@ import {
   DropdownMenuLabel,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { ResendDocumentActionItem } from './_action-items/resend-document';
-import { DeleteDraftDocumentDialog } from './delete-draft-document-dialog';
+import { DeleteDocumentDialog } from './delete-document-dialog';
 import { DuplicateDocumentDialog } from './duplicate-document-dialog';
 
 export type DataTableActionDropdownProps = {
@@ -44,6 +47,7 @@ export type DataTableActionDropdownProps = {
 
 export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
   const { data: session } = useSession();
+  const { toast } = useToast();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
@@ -60,45 +64,40 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   // const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
-  const isDocumentDeletable = isOwner && row.status === DocumentStatus.DRAFT;
+  const isDocumentDeletable = isOwner;
 
   const onDownloadClick = async () => {
-    let document: DocumentWithData | null = null;
+    try {
+      let document: DocumentWithData | null = null;
 
-    if (!recipient) {
-      document = await trpcClient.document.getDocumentById.query({
-        id: row.id,
-      });
-    } else {
-      document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
+      if (!recipient) {
+        document = await trpcClient.document.getDocumentById.query({
+          id: row.id,
+        });
+      } else {
+        document = await trpcClient.document.getDocumentByToken.query({
+          token: recipient.token,
+        });
+      }
+
+      const documentData = document?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: row.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
       });
     }
-
-    const documentData = document?.documentData;
-
-    if (!documentData) {
-      return;
-    }
-
-    const documentBytes = await getFile(documentData);
-
-    const blob = new Blob([documentBytes], {
-      type: 'application/pdf',
-    });
-
-    const link = window.document.createElement('a');
-    const baseTitle = row.title.includes('.pdf') ? row.title.split('.pdf')[0] : row.title;
-
-    link.href = window.URL.createObjectURL(blob);
-    link.download = baseTitle ? `${baseTitle}_signed.pdf` : 'document.pdf';
-
-    link.click();
-
-    window.URL.revokeObjectURL(link.href);
   };
 
   const nonSignedRecipients = row.Recipient.filter((item) => item.signingStatus !== 'SIGNED');
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger>
@@ -108,12 +107,32 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        <DropdownMenuItem disabled={!recipient || isComplete} asChild>
-          <Link href={`/sign/${recipient?.token}`}>
-            <Pencil className="mr-2 h-4 w-4" />
-            Sign
-          </Link>
-        </DropdownMenuItem>
+        {recipient?.role !== RecipientRole.CC && (
+          <DropdownMenuItem disabled={!recipient || isComplete} asChild>
+            <Link href={`/sign/${recipient?.token}`}>
+              {recipient?.role === RecipientRole.VIEWER && (
+                <>
+                  <EyeIcon className="mr-2 h-4 w-4" />
+                  View
+                </>
+              )}
+
+              {recipient?.role === RecipientRole.SIGNER && (
+                <>
+                  <Pencil className="mr-2 h-4 w-4" />
+                  Sign
+                </>
+              )}
+
+              {recipient?.role === RecipientRole.APPROVER && (
+                <>
+                  <CheckCircle className="mr-2 h-4 w-4" />
+                  Approve
+                </>
+              )}
+            </Link>
+          </DropdownMenuItem>
+        )}
 
         <DropdownMenuItem disabled={!isOwner || isComplete} asChild>
           <Link href={`/documents/${row.id}`}>
@@ -161,8 +180,10 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       </DropdownMenuContent>
 
       {isDocumentDeletable && (
-        <DeleteDraftDocumentDialog
+        <DeleteDocumentDialog
           id={row.id}
+          status={row.status}
+          documentTitle={row.title}
           open={isDeleteDialogOpen}
           onOpenChange={setDeleteDialogOpen}
         />

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

@@ -8,6 +8,7 @@ import { useSession } from 'next-auth/react';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import type { FindResultSet } from '@documenso/lib/types/find-result-set';
 import type { Document, Recipient, User } from '@documenso/prisma/client';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 
@@ -74,12 +75,14 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
           },
           {
             header: 'Actions',
-            cell: ({ row }) => (
-              <div className="flex items-center gap-x-4">
-                <DataTableActionButton row={row.original} />
-                <DataTableActionDropdown row={row.original} />
-              </div>
-            ),
+            cell: ({ row }) =>
+              (!row.original.deletedAt ||
+                row.original.status === ExtendedDocumentStatus.COMPLETED) && (
+                <div className="flex items-center gap-x-4">
+                  <DataTableActionButton row={row.original} />
+                  <DataTableActionDropdown row={row.original} />
+                </div>
+              ),
           },
         ]}
         data={results.data}

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

@@ -0,0 +1,129 @@
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { DocumentStatus } from '@documenso/prisma/client';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+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 { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DeleteDraftDocumentDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+  status: DocumentStatus;
+  documentTitle: string;
+};
+
+export const DeleteDocumentDialog = ({
+  id,
+  open,
+  onOpenChange,
+  status,
+  documentTitle,
+}: DeleteDraftDocumentDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const [inputValue, setInputValue] = useState('');
+  const [isDeleteEnabled, setIsDeleteEnabled] = useState(status === DocumentStatus.DRAFT);
+
+  const { mutateAsync: deleteDocument, isLoading } = trpcReact.document.deleteDocument.useMutation({
+    onSuccess: () => {
+      router.refresh();
+
+      toast({
+        title: 'Document deleted',
+        description: `"${documentTitle}" has been successfully deleted`,
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setInputValue('');
+      setIsDeleteEnabled(status === DocumentStatus.DRAFT);
+    }
+  }, [open, status]);
+
+  const onDelete = async () => {
+    try {
+      await deleteDocument({ id, status });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'This document could not be deleted at this time. Please try again.',
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  const onInputChange = (event: React.ChangeEvent<HTMLInputElement>) => {
+    setInputValue(event.target.value);
+    setIsDeleteEnabled(event.target.value === 'delete');
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
+
+          <DialogDescription>
+            Please note that this action is irreversible. Once confirmed, your document will be
+            permanently deleted.
+          </DialogDescription>
+        </DialogHeader>
+
+        {status !== DocumentStatus.DRAFT && (
+          <div className="mt-4">
+            <Input
+              type="text"
+              value={inputValue}
+              onChange={onInputChange}
+              placeholder="Type 'delete' to confirm"
+            />
+          </div>
+        )}
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button
+              type="button"
+              loading={isLoading}
+              onClick={onDelete}
+              disabled={!isDeleteEnabled}
+              variant="destructive"
+              className="flex-1"
+            >
+              Delete
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -41,6 +41,7 @@ export const DuplicateDocumentDialog = ({
     trpcReact.document.duplicateDocument.useMutation({
       onSuccess: (newId) => {
         router.push(`/documents/${newId}`);
+
         toast({
           title: 'Document Duplicated',
           description: 'Your document has been successfully duplicated.',

apps/web/src/app/(dashboard)/documents/page.tsx

@@ -1,6 +1,8 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { PeriodSelectorValue } from '@documenso/lib/server-only/document/find-documents';
 import { findDocuments } from '@documenso/lib/server-only/document/find-documents';
 import { getStats } from '@documenso/lib/server-only/document/get-stats';
 import { isExtendedDocumentStatus } from '@documenso/prisma/guards/is-extended-document-status';
@@ -8,7 +10,6 @@ import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-documen
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 
 import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-selector';
-import type { PeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
 import { isPeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
 import { DocumentStatus } from '~/components/formatter/document-status';
 
@@ -25,18 +26,22 @@ export type DocumentsPageProps = {
   };
 };
 
+export const metadata: Metadata = {
+  title: 'Documents',
+};
 export default async function DocumentsPage({ searchParams = {} }: DocumentsPageProps) {
   const { user } = await getRequiredServerComponentSession();
 
-  const stats = await getStats({
-    user,
-  });
-
   const status = isExtendedDocumentStatus(searchParams.status) ? searchParams.status : 'ALL';
   const period = isPeriodSelectorValue(searchParams.period) ? searchParams.period : '';
   const page = Number(searchParams.page) || 1;
   const perPage = Number(searchParams.perPage) || 20;
 
+  const stats = await getStats({
+    user,
+    period,
+  });
+
   const results = await findDocuments({
     userId: user.id,
     status,
@@ -69,7 +74,7 @@ export default async function DocumentsPage({ searchParams = {} }: DocumentsPage
         <h1 className="text-4xl font-semibold">Documents</h1>
 
         <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
-          <Tabs defaultValue={status} className="overflow-x-auto">
+          <Tabs value={status} className="overflow-x-auto">
             <TabsList>
               {[
                 ExtendedDocumentStatus.INBOX,
@@ -88,7 +93,7 @@ export default async function DocumentsPage({ searchParams = {} }: DocumentsPage
                     <DocumentStatus status={value} />
 
                     {value !== ExtendedDocumentStatus.ALL && (
-                      <span className="ml-1 hidden opacity-50 md:inline-block">
+                      <span className="ml-1 inline-block opacity-50">
                         {Math.min(stats[value], 99)}
                         {stats[value] > 99 && '+'}
                       </span>

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

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useMemo, useState } from 'react';
 
 import Link from 'next/link';
 import { useRouter } from 'next/navigation';
@@ -9,6 +9,8 @@ import { Loader } from 'lucide-react';
 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 { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { TRPCClientError } from '@documenso/trpc/client';
@@ -23,6 +25,8 @@ export type UploadDocumentProps = {
 
 export const UploadDocument = ({ className }: UploadDocumentProps) => {
   const router = useRouter();
+  const analytics = useAnalytics();
+
   const { data: session } = useSession();
 
   const { toast } = useToast();
@@ -33,6 +37,16 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
 
   const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
 
+  const disabledMessage = useMemo(() => {
+    if (remaining.documents === 0) {
+      return 'You have reached your document limit.';
+    }
+
+    if (!session?.user.emailVerified) {
+      return 'Verify your email to upload documents.';
+    }
+  }, [remaining.documents, session?.user.emailVerified]);
+
   const onFileDrop = async (file: File) => {
     try {
       setIsLoading(true);
@@ -55,6 +69,12 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
         duration: 5000,
       });
 
+      analytics.capture('App: Document Uploaded', {
+        userId: session?.user.id,
+        documentId: id,
+        timestamp: new Date().toISOString(),
+      });
+
       router.push(`/documents/${id}`);
     } catch (error) {
       console.error(error);
@@ -77,12 +97,23 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
     }
   };
 
+  const onFileDropRejected = () => {
+    toast({
+      title: 'Your document failed to upload.',
+      description: `File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
   return (
     <div className={cn('relative', className)}>
       <DocumentDropzone
         className="min-h-[40vh]"
         disabled={remaining.documents === 0 || !session?.user.emailVerified}
+        disabledMessage={disabledMessage}
         onDrop={onFileDrop}
+        onDropRejected={onFileDropRejected}
       />
 
       <div className="absolute -bottom-6 right-0">

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

@@ -4,7 +4,7 @@ import { useState } from 'react';
 
 import { AnimatePresence, motion } from 'framer-motion';
 
-import { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import type { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import { toHumanPrice } from '@documenso/lib/universal/stripe/to-human-price';
 import { Button } from '@documenso/ui/primitives/button';

apps/web/src/app/(dashboard)/settings/billing/create-billing-portal.action.ts

@@ -1,46 +1,13 @@
 'use server';
 
-import {
-  getStripeCustomerByEmail,
-  getStripeCustomerById,
-} from '@documenso/ee/server-only/stripe/get-customer';
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
 
 export const createBillingPortal = async () => {
   const { user } = await getRequiredServerComponentSession();
 
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
-
-  let stripeCustomer: Stripe.Customer | null = null;
-
-  // Find the Stripe customer for the current user subscription.
-  if (existingSubscription) {
-    stripeCustomer = await getStripeCustomerById(existingSubscription.customerId);
-
-    if (!stripeCustomer) {
-      throw new Error('Missing Stripe customer for subscription');
-    }
-  }
-
-  // Fallback to check if a Stripe customer already exists for the current user email.
-  if (!stripeCustomer) {
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
-  // Create a Stripe customer if it does not exist for the current user.
-  if (!stripeCustomer) {
-    stripeCustomer = await stripe.customers.create({
-      name: user.name ?? undefined,
-      email: user.email,
-      metadata: {
-        userId: user.id,
-      },
-    });
-  }
+  const { stripeCustomer } = await getStripeCustomerByUser(user);
 
   return getPortalSession({
     customerId: stripeCustomer.id,

apps/web/src/app/(dashboard)/settings/billing/create-checkout.action.ts

@@ -1,55 +1,36 @@
 'use server';
 
-import { createCustomer } from '@documenso/ee/server-only/stripe/create-customer';
 import { getCheckoutSession } from '@documenso/ee/server-only/stripe/get-checkout-session';
-import {
-  getStripeCustomerByEmail,
-  getStripeCustomerById,
-} from '@documenso/ee/server-only/stripe/get-customer';
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
+import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
 
 export type CreateCheckoutOptions = {
   priceId: string;
 };
 
 export const createCheckout = async ({ priceId }: CreateCheckoutOptions) => {
-  const { user } = await getRequiredServerComponentSession();
+  const session = await getRequiredServerComponentSession();
 
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
+  const { user, stripeCustomer } = await getStripeCustomerByUser(session.user);
 
-  let stripeCustomer: Stripe.Customer | null = null;
+  const existingSubscriptions = await getSubscriptionsByUserId({ userId: user.id });
 
-  // Find the Stripe customer for the current user subscription.
-  if (existingSubscription) {
-    stripeCustomer = await getStripeCustomerById(existingSubscription.customerId);
-
-    if (!stripeCustomer) {
-      throw new Error('Missing Stripe customer for subscription');
-    }
+  const foundSubscription = existingSubscriptions.find(
+    (subscription) =>
+      subscription.priceId === priceId &&
+      subscription.periodEnd &&
+      subscription.periodEnd >= new Date(),
+  );
 
+  if (foundSubscription) {
     return getPortalSession({
       customerId: stripeCustomer.id,
       returnUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/settings/billing`,
     });
   }
 
-  // Fallback to check if a Stripe customer already exists for the current user email.
-  if (!stripeCustomer) {
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
-  // Create a Stripe customer if it does not exist for the current user.
-  if (!stripeCustomer) {
-    await createCustomer({
-      user,
-    });
-
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
   return getCheckoutSession({
     customerId: stripeCustomer.id,
     priceId,

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

@@ -1,21 +1,29 @@
+import type { Metadata } from 'next';
 import { redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPricesByInterval } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
 import { getProductByPriceId } from '@documenso/ee/server-only/stripe/get-product-by-price-id';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
+import { type Stripe } from '@documenso/lib/server-only/stripe';
+import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
+import { SubscriptionStatus } from '@documenso/prisma/client';
 
 import { LocaleDate } from '~/components/formatter/locale-date';
 
 import { BillingPlans } from './billing-plans';
 import { BillingPortalButton } from './billing-portal-button';
 
+export const metadata: Metadata = {
+  title: 'Billing',
+};
+
 export default async function BillingSettingsPage() {
-  const { user } = await getRequiredServerComponentSession();
+  let { user } = await getRequiredServerComponentSession();
 
   const isBillingEnabled = await getServerComponentFlag('app_billing');
 
@@ -24,20 +32,36 @@ export default async function BillingSettingsPage() {
     redirect('/settings/profile');
   }
 
-  const [subscription, prices] = await Promise.all([
-    getSubscriptionByUserId({ userId: user.id }),
-    getPricesByInterval(),
+  if (!user.customerId) {
+    user = await getStripeCustomerByUser(user).then((result) => result.user);
+  }
+
+  const [subscriptions, prices, individualPrices] = await Promise.all([
+    getSubscriptionsByUserId({ userId: user.id }),
+    getPricesByInterval({ type: 'individual' }),
+    getPricesByType('individual'),
   ]);
 
+  const individualPriceIds = individualPrices.map(({ id }) => id);
+
   let subscriptionProduct: Stripe.Product | null = null;
 
+  const individualUserSubscriptions = subscriptions.filter(({ priceId }) =>
+    individualPriceIds.includes(priceId),
+  );
+
+  const subscription =
+    individualUserSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
+    individualUserSubscriptions[0];
+
   if (subscription?.priceId) {
     subscriptionProduct = await getProductByPriceId({ priceId: subscription.priceId }).catch(
       () => null,
     );
   }
 
-  const isMissingOrInactiveOrFreePlan = !subscription || subscription.status === 'INACTIVE';
+  const isMissingOrInactiveOrFreePlan =
+    !subscription || subscription.status === SubscriptionStatus.INACTIVE;
 
   return (
     <div>

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

@@ -1,7 +1,13 @@
+import type { Metadata } from 'next';
+
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 
 import { ProfileForm } from '~/components/forms/profile';
 
+export const metadata: Metadata = {
+  title: 'Profile',
+};
+
 export default async function ProfileSettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 

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

@@ -0,0 +1,23 @@
+import type { Metadata } from 'next';
+
+import { UserSecurityActivityDataTable } from './user-security-activity-data-table';
+
+export const metadata: Metadata = {
+  title: 'Security activity',
+};
+
+export default function SettingsSecurityActivityPage() {
+  return (
+    <div>
+      <h3 className="text-2xl font-semibold">Security activity</h3>
+
+      <p className="text-muted-foreground mt-2 text-sm">
+        View all recent security activity related to your account.
+      </p>
+
+      <hr className="my-4" />
+
+      <UserSecurityActivityDataTable />
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/settings/security/activity/user-security-activity-data-table.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import { usePathname, useRouter, useSearchParams } from 'next/navigation';
+
+import type { DateTimeFormatOptions } from 'luxon';
+import { DateTime } from 'luxon';
+import { UAParser } from 'ua-parser-js';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { USER_SECURITY_AUDIT_LOG_MAP } from '@documenso/lib/constants/auth';
+import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { trpc } from '@documenso/trpc/react';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+const dateFormat: DateTimeFormatOptions = {
+  ...DateTime.DATETIME_SHORT,
+  hourCycle: 'h12',
+};
+
+export const UserSecurityActivityDataTable = () => {
+  const parser = new UAParser();
+
+  const pathname = usePathname();
+  const router = useRouter();
+  const searchParams = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZBaseTableSearchParamsSchema.parse(
+    Object.fromEntries(searchParams ?? []),
+  );
+
+  const { data, isLoading, isInitialLoading, isLoadingError } =
+    trpc.profile.findUserSecurityAuditLogs.useQuery(
+      {
+        page: parsedSearchParams.page,
+        perPage: parsedSearchParams.perPage,
+      },
+      {
+        keepPreviousData: true,
+      },
+    );
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 10,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  return (
+    <DataTable
+      columns={[
+        {
+          header: 'Date',
+          accessorKey: 'createdAt',
+          cell: ({ row }) => <LocaleDate format={dateFormat} date={row.original.createdAt} />,
+        },
+        {
+          header: 'Device',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            let output = result.os.name;
+
+            if (!output) {
+              return 'N/A';
+            }
+
+            if (result.os.version) {
+              output += ` (${result.os.version})`;
+            }
+
+            return output;
+          },
+        },
+        {
+          header: 'Browser',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            return result.browser.name ?? 'N/A';
+          },
+        },
+        {
+          header: 'IP Address',
+          accessorKey: 'ipAddress',
+          cell: ({ row }) => row.original.ipAddress ?? 'N/A',
+        },
+        {
+          header: 'Action',
+          accessorKey: 'type',
+          cell: ({ row }) => USER_SECURITY_AUDIT_LOG_MAP[row.original.type],
+        },
+      ]}
+      data={results.data}
+      perPage={results.perPage}
+      currentPage={results.currentPage}
+      totalPages={results.totalPages}
+      onPaginationChange={onPaginationChange}
+      hasFilters={parsedSearchParams.page !== undefined || parsedSearchParams.perPage !== undefined}
+      onClearFilters={() => router.push(pathname ?? '/')}
+      error={{
+        enable: isLoadingError,
+      }}
+      skeleton={{
+        enable: isLoading && isInitialLoading,
+        rows: 3,
+        component: (
+          <>
+            <TableCell>
+              <Skeleton className="h-4 w-20 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+          </>
+        ),
+      }}
+    >
+      {(table) => <DataTablePagination table={table} />}
+    </DataTable>
+  );
+};

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

@@ -1,9 +1,19 @@
+import type { Metadata } from 'next';
+import Link from 'next/link';
+
+import { IDENTITY_PROVIDER_NAME } from '@documenso/lib/constants/auth';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
 
 import { AuthenticatorApp } from '~/components/forms/2fa/authenticator-app';
 import { RecoveryCodes } from '~/components/forms/2fa/recovery-codes';
 import { PasswordForm } from '~/components/forms/password';
 
+export const metadata: Metadata = {
+  title: 'Security',
+};
+
 export default async function SecuritySettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 
@@ -17,30 +27,76 @@ export default async function SecuritySettingsPage() {
 
       <hr className="my-4" />
 
-      <PasswordForm user={user} className="max-w-xl" />
+      {user.identityProvider === 'DOCUMENSO' ? (
+        <div>
+          <PasswordForm user={user} />
 
-      <hr className="mb-4 mt-8" />
+          <hr className="border-border/50 mt-6" />
 
-      <h4 className="text-lg font-medium">Two Factor Authentication</h4>
+          <Alert
+            className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+            variant="neutral"
+          >
+            <div className="mb-4 sm:mb-0">
+              <AlertTitle>Two factor authentication</AlertTitle>
 
-      <p className="text-muted-foreground mt-2 text-sm">
-        Add and manage your two factor security settings to add an extra layer of security to your
-        account!
-      </p>
+              <AlertDescription className="mr-4">
+                Create one-time passwords that serve as a secondary authentication method for
+                confirming your identity when requested during the sign-in process.
+              </AlertDescription>
+            </div>
 
-      <div className="mt-4 max-w-xl">
-        <h5 className="font-medium">Two-factor methods</h5>
+            <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
+          </Alert>
 
-        <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
-      </div>
+          {user.twoFactorEnabled && (
+            <Alert
+              className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+              variant="neutral"
+            >
+              <div className="mb-4 sm:mb-0">
+                <AlertTitle>Recovery codes</AlertTitle>
 
-      {user.twoFactorEnabled && (
-        <div className="mt-4 max-w-xl">
-          <h5 className="font-medium">Recovery methods</h5>
+                <AlertDescription className="mr-4">
+                  Two factor authentication recovery codes are used to access your account in the
+                  event that you lose access to your authenticator app.
+                </AlertDescription>
+              </div>
 
-          <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+              <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+            </Alert>
+          )}
         </div>
+      ) : (
+        <Alert className="p-6" variant="neutral">
+          <AlertTitle>
+            Your account is managed by {IDENTITY_PROVIDER_NAME[user.identityProvider]}
+          </AlertTitle>
+
+          <AlertDescription>
+            To update your password, enable two-factor authentication, and manage other security
+            settings, please go to your {IDENTITY_PROVIDER_NAME[user.identityProvider]} account
+            settings.
+          </AlertDescription>
+        </Alert>
       )}
+
+      <Alert
+        className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+        variant="neutral"
+      >
+        <div className="mb-4 mr-4 sm:mb-0">
+          <AlertTitle>Recent activity</AlertTitle>
+
+          <AlertDescription className="mr-2">
+            View all recent security activity related to your account.
+          </AlertDescription>
+        </div>
+
+        <Button asChild>
+          <Link href="/settings/security/activity">View activity</Link>
+        </Button>
+      </Alert>
     </div>
   );
 }

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

@@ -0,0 +1,156 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainer,
+  DocumentFlowFormContainerHeader,
+} 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 { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-fields';
+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 { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EditTemplateFormProps = {
+  className?: string;
+  user: User;
+  template: Template;
+  recipients: Recipient[];
+  fields: Field[];
+  documentData: DocumentData;
+};
+
+type EditTemplateStep = 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+
+export const EditTemplateForm = ({
+  className,
+  template,
+  recipients,
+  fields,
+  user: _user,
+  documentData,
+}: EditTemplateFormProps) => {
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const [step, setStep] = useState<EditTemplateStep>('signers');
+
+  const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    signers: {
+      title: 'Add Placeholders',
+      description: 'Add all relevant placeholders for each recipient.',
+      stepIndex: 1,
+    },
+    fields: {
+      title: 'Add Fields',
+      description: 'Add all relevant fields for each recipient.',
+      stepIndex: 2,
+    },
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+
+  const onAddTemplatePlaceholderFormSubmit = async (
+    data: TAddTemplatePlacholderRecipientsFormSchema,
+  ) => {
+    try {
+      await addTemplateSigners({
+        templateId: template.id,
+        signers: data.signers,
+      });
+
+      router.refresh();
+
+      setStep('fields');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
+    try {
+      await addTemplateFields({
+        templateId: template.id,
+        fields: data.fields,
+      });
+
+      toast({
+        title: 'Template saved',
+        description: 'Your templates has been saved successfully.',
+        duration: 5000,
+      });
+
+      router.push('/templates');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
+      <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={documentData.id} documentData={documentData} />
+        </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()}
+        >
+          <DocumentFlowFormContainerHeader
+            title={currentDocumentFlow.title}
+            description={currentDocumentFlow.description}
+          />
+
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
+          >
+            <AddTemplatePlaceholderRecipientsFormPartial
+              key={recipients.length}
+              documentFlow={documentFlow.signers}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddTemplatePlaceholderFormSubmit}
+            />
+
+            <AddTemplateFieldsFormPartial
+              key={fields.length}
+              documentFlow={documentFlow.fields}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddFieldsFormSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

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

@@ -0,0 +1,81 @@
+import React from 'react';
+
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft } from 'lucide-react';
+
+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 { TemplateType } from '~/components/formatter/template-type';
+
+import { EditTemplateForm } from './edit-template';
+
+export type TemplatePageProps = {
+  params: {
+    id: string;
+  };
+};
+
+export default async function TemplatePage({ params }: TemplatePageProps) {
+  const { id } = params;
+
+  const templateId = Number(id);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect('/documents');
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    redirect('/documents');
+  }
+
+  const { templateDocumentData } = template;
+
+  const [templateRecipients, templateFields] = await Promise.all([
+    getRecipientsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+    getFieldsForTemplate({
+      templateId,
+      userId: user.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>
+
+      <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>
+
+      <EditTemplateForm
+        className="mt-8"
+        template={template}
+        user={user}
+        recipients={templateRecipients}
+        fields={templateFields}
+        documentData={templateDocumentData}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,79 @@
+'use client';
+
+import { useState } from 'react';
+
+import Link from 'next/link';
+
+import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import type { Template } from '@documenso/prisma/client';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { DeleteTemplateDialog } from './delete-template-dialog';
+import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+
+export type DataTableActionDropdownProps = {
+  row: Template;
+};
+
+export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+  const { data: session } = useSession();
+
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
+
+  if (!session) {
+    return null;
+  }
+
+  const isOwner = row.userId === session.user.id;
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="start" forceMount>
+        <DropdownMenuLabel>Action</DropdownMenuLabel>
+
+        <DropdownMenuItem disabled={!isOwner} asChild>
+          <Link href={`/templates/${row.id}`}>
+            <Edit className="mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </DropdownMenuItem>
+
+        {/* <DropdownMenuItem disabled={!isOwner} onClick={async () => onDuplicateButtonClick(row.id)}> */}
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDuplicateDialogOpen(true)}>
+          <Copy className="mr-2 h-4 w-4" />
+          Duplicate
+        </DropdownMenuItem>
+
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDeleteDialogOpen(true)}>
+          <Trash2 className="mr-2 h-4 w-4" />
+          Delete
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+
+      <DuplicateTemplateDialog
+        id={row.id}
+        open={isDuplicateDialogOpen}
+        onOpenChange={setDuplicateDialogOpen}
+      />
+
+      <DeleteTemplateDialog
+        id={row.id}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+      />
+    </DropdownMenu>
+  );
+};

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

@@ -0,0 +1,156 @@
+'use client';
+
+import { useState, useTransition } from 'react';
+
+import Link from 'next/link';
+import { useRouter } from 'next/navigation';
+
+import { AlertTriangle, Loader, Plus } 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 { Template } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+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';
+
+type TemplatesDataTableProps = {
+  templates: Template[];
+  perPage: number;
+  page: number;
+  totalPages: number;
+};
+
+export const TemplatesDataTable = ({
+  templates,
+  perPage,
+  page,
+  totalPages,
+}: TemplatesDataTableProps) => {
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const { remaining } = useLimits();
+
+  const router = useRouter();
+
+  const { toast } = useToast();
+  const [loadingStates, setLoadingStates] = useState<{ [key: string]: boolean }>({});
+
+  const { mutateAsync: createDocumentFromTemplate } =
+    trpc.template.createDocumentFromTemplate.useMutation();
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page,
+        perPage,
+      });
+    });
+  };
+
+  const onUseButtonClick = async (templateId: number) => {
+    try {
+      const { id } = await createDocumentFromTemplate({
+        templateId,
+      });
+
+      toast({
+        title: 'Document created',
+        description: 'Your document has been created from the template successfully.',
+        duration: 5000,
+      });
+
+      router.push(`/documents/${id}`);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while creating document from template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className="relative">
+      {remaining.documents === 0 && (
+        <Alert className="mb-4 mt-5">
+          <AlertTriangle className="h-4 w-4" />
+          <AlertTitle>Document Limit Exceeded!</AlertTitle>
+          <AlertDescription className="mt-2">
+            You have reached your document limit.{' '}
+            <Link className="underline underline-offset-4" href="/settings/billing">
+              Upgrade your account to continue!
+            </Link>
+          </AlertDescription>
+        </Alert>
+      )}
+
+      <DataTable
+        columns={[
+          {
+            header: 'Created',
+            accessorKey: 'createdAt',
+            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+          },
+          {
+            header: 'Title',
+            cell: ({ row }) => <DataTableTitle row={row.original} />,
+          },
+          {
+            header: 'Type',
+            accessorKey: 'type',
+            cell: ({ row }) => <TemplateType type={row.original.type} />,
+          },
+          {
+            header: 'Actions',
+            accessorKey: 'actions',
+            cell: ({ row }) => {
+              const isRowLoading = loadingStates[row.original.id];
+
+              return (
+                <div className="flex items-center gap-x-4">
+                  <Button
+                    disabled={isRowLoading || remaining.documents === 0}
+                    loading={isRowLoading}
+                    onClick={async () => {
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: true }));
+                      await onUseButtonClick(row.original.id);
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: false }));
+                    }}
+                  >
+                    {!isRowLoading && <Plus className="-ml-1 mr-2 h-4 w-4" />}
+                    Use Template
+                  </Button>
+                  <DataTableActionDropdown row={row.original} />
+                </div>
+              );
+            },
+          },
+        ]}
+        data={templates}
+        perPage={perPage}
+        currentPage={page}
+        totalPages={totalPages}
+        onPaginationChange={onPaginationChange}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+
+      {isPending && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};

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

@@ -0,0 +1,26 @@
+import Link from 'next/link';
+
+import { useSession } from 'next-auth/react';
+
+import { Template } from '@documenso/prisma/client';
+
+export type DataTableTitleProps = {
+  row: Template;
+};
+
+export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+  const { data: session } = useSession();
+
+  if (!session) {
+    return null;
+  }
+
+  return (
+    <Link
+      href={`/templates/${row.id}`}
+      className="block max-w-[10rem] cursor-pointer truncate font-medium hover:underline md:max-w-[20rem]"
+    >
+      {row.title}
+    </Link>
+  );
+};

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

@@ -12,43 +12,38 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DeleteDraftDocumentDialogProps = {
+type DeleteTemplateDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
-export const DeleteDraftDocumentDialog = ({
-  id,
-  open,
-  onOpenChange,
-}: DeleteDraftDocumentDialogProps) => {
+export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateDialogProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
 
-  const { mutateAsync: deleteDocument, isLoading } =
-    trpcReact.document.deleteDraftDocument.useMutation({
-      onSuccess: () => {
-        router.refresh();
+  const { mutateAsync: deleteTemplate, isLoading } = trpcReact.template.deleteTemplate.useMutation({
+    onSuccess: () => {
+      router.refresh();
 
-        toast({
-          title: 'Document deleted',
-          description: 'Your document has been successfully deleted.',
-          duration: 5000,
-        });
+      toast({
+        title: 'Template deleted',
+        description: 'Your template has been successfully deleted.',
+        duration: 5000,
+      });
 
-        onOpenChange(false);
-      },
-    });
+      onOpenChange(false);
+    },
+  });
 
-  const onDraftDelete = async () => {
+  const onDeleteTemplate = async () => {
     try {
-      await deleteDocument({ id });
+      await deleteTemplate({ id });
     } catch {
       toast({
         title: 'Something went wrong',
-        description: 'This document could not be deleted at this time. Please try again.',
+        description: 'This template could not be deleted at this time. Please try again.',
         variant: 'destructive',
         duration: 7500,
       });
@@ -59,10 +54,10 @@ export const DeleteDraftDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Do you want to delete this document?</DialogTitle>
+          <DialogTitle>Do you want to delete this template?</DialogTitle>
 
           <DialogDescription>
-            Please note that this action is irreversible. Once confirmed, your document will be
+            Please note that this action is irreversible. Once confirmed, your template will be
             permanently deleted.
           </DialogDescription>
         </DialogHeader>
@@ -78,7 +73,7 @@ export const DeleteDraftDocumentDialog = ({
               Cancel
             </Button>
 
-            <Button type="button" loading={isLoading} onClick={onDraftDelete} className="flex-1">
+            <Button type="button" loading={isLoading} onClick={onDeleteTemplate} className="flex-1">
               Delete
             </Button>
           </div>

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

@@ -0,0 +1,87 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DuplicateTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DuplicateTemplateDialog = ({
+  id,
+  open,
+  onOpenChange,
+}: DuplicateTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: duplicateTemplate, isLoading } =
+    trpcReact.template.duplicateTemplate.useMutation({
+      onSuccess: () => {
+        router.refresh();
+
+        toast({
+          title: 'Template duplicated',
+          description: 'Your template has been duplicated successfully.',
+          duration: 5000,
+        });
+
+        onOpenChange(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateTemplate({
+        templateId: id,
+      });
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while duplicating template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to duplicate this template?</DialogTitle>
+
+          <DialogDescription className="pt-2">Your template will be duplicated.</DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button type="button" loading={isLoading} onClick={onDuplicate} className="flex-1">
+              Duplicate
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/empty-state.tsx

@@ -0,0 +1,17 @@
+import { Bird } from 'lucide-react';
+
+export const EmptyTemplateState = () => {
+  return (
+    <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+      <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+      <div className="text-center">
+        <h3 className="text-lg font-semibold">We're all empty</h3>
+
+        <p className="mt-2 max-w-[50ch]">
+          You have not yet created any templates. To create a template please upload one.
+        </p>
+      </div>
+    </div>
+  );
+};

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

@@ -0,0 +1,228 @@
+'use client';
+
+import React, { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { FilePlus, X } 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 { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  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 { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZCreateTemplateFormSchema = z.object({
+  name: z.string(),
+});
+
+type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
+
+export const NewTemplateDialog = () => {
+  const router = useRouter();
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  const form = useForm<TCreateTemplateFormSchema>({
+    defaultValues: {
+      name: '',
+    },
+    resolver: zodResolver(ZCreateTemplateFormSchema),
+  });
+
+  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+    trpc.template.createTemplate.useMutation();
+
+  const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
+  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+
+  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,${base64String}`,
+      });
+
+      if (!form.getValues('name')) {
+        form.setValue('name', file.name);
+      }
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async (values: TCreateTemplateFormSchema) => {
+    if (!uploadedFile) {
+      return;
+    }
+
+    const file: File = uploadedFile.file;
+
+    try {
+      const { type, data } = await putFile(file);
+
+      const { id: templateDocumentDataId } = await createDocumentData({
+        type,
+        data,
+      });
+
+      const { id } = await createTemplate({
+        title: values.name ? values.name : file.name,
+        templateDocumentDataId,
+      });
+
+      toast({
+        title: 'Template document uploaded',
+        description:
+          'Your document has been uploaded successfully. You will be redirected to the template page.',
+        duration: 5000,
+      });
+
+      setShowNewTemplateDialog(false);
+
+      void router.push(`/templates/${id}`);
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const resetForm = () => {
+    if (form.getValues('name') === uploadedFile?.file.name) {
+      form.reset();
+    }
+
+    setUploadedFile(null);
+  };
+
+  useEffect(() => {
+    if (!showNewTemplateDialog) {
+      form.reset();
+    }
+  }, [form, showNewTemplateDialog]);
+
+  return (
+    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+      <DialogTrigger asChild>
+        <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
+          <FilePlus className="-ml-1 mr-2 h-4 w-4" />
+          New Template
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent className="w-full max-w-xl">
+        <DialogHeader>
+          <DialogTitle className="mb-4">New Template</DialogTitle>
+        </DialogHeader>
+
+        <div>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Name your template</FormLabel>
+                    <FormControl>
+                      <Input id="email" type="text" className="bg-background mt-1.5" {...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>
+                <Label htmlFor="template">Upload a Document</Label>
+
+                <div className="my-3">
+                  {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>
+
+                        <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="mt-1.5 h-[40vh]"
+                      onDrop={onFileDrop}
+                      type="template"
+                    />
+                  )}
+                </div>
+              </div>
+
+              <div className="flex w-full justify-end">
+                <Button loading={isCreatingTemplate} type="submit">
+                  Create Template
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/page.tsx

@@ -0,0 +1,58 @@
+import React from 'react';
+
+import type { Metadata } from 'next';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTemplates } from '@documenso/lib/server-only/template/get-templates';
+
+import { TemplatesDataTable } from './data-table-templates';
+import { EmptyTemplateState } from './empty-state';
+import { NewTemplateDialog } from './new-template-dialog';
+
+type TemplatesPageProps = {
+  searchParams?: {
+    page?: number;
+    perPage?: number;
+  };
+};
+
+export const metadata: Metadata = {
+  title: 'Templates',
+};
+
+export default async function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
+  const { user } = await getRequiredServerComponentSession();
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 10;
+
+  const { templates, totalPages } = await getTemplates({
+    userId: user.id,
+    page: page,
+    perPage: perPage,
+  });
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <div className="flex items-baseline justify-between">
+        <h1 className="mb-5 mt-2 truncate text-2xl font-semibold md:text-3xl">Templates</h1>
+
+        <div>
+          <NewTemplateDialog />
+        </div>
+      </div>
+
+      <div className="relative">
+        {templates.length > 0 ? (
+          <TemplatesDataTable
+            templates={templates}
+            page={page}
+            perPage={perPage}
+            totalPages={totalPages}
+          />
+        ) : (
+          <EmptyTemplateState />
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/complete/document-preview-button.tsx

@@ -0,0 +1,39 @@
+'use client';
+
+import { useState } from 'react';
+
+import { FileSearch } from 'lucide-react';
+
+import type { DocumentData } from '@documenso/prisma/client';
+import DocumentDialog from '@documenso/ui/components/document/document-dialog';
+import type { ButtonProps } from '@documenso/ui/primitives/button';
+import { Button } from '@documenso/ui/primitives/button';
+
+export type DocumentPreviewButtonProps = {
+  className?: string;
+  documentData: DocumentData;
+} & ButtonProps;
+
+export const DocumentPreviewButton = ({
+  className,
+  documentData,
+  ...props
+}: DocumentPreviewButtonProps) => {
+  const [showDialog, setShowDialog] = useState(false);
+
+  return (
+    <>
+      <Button
+        className={className}
+        variant="outline"
+        onClick={() => setShowDialog((visible) => !visible)}
+        {...props}
+      >
+        <FileSearch className="mr-2 h-5 w-5" strokeWidth={1.7} />
+        View Original Document
+      </Button>
+
+      <DocumentDialog documentData={documentData} open={showDialog} onOpenChange={setShowDialog} />
+    </>
+  );
+};

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

@@ -0,0 +1,17 @@
+import React from 'react';
+
+import { RefreshOnFocus } from '~/components/(dashboard)/refresh-on-focus/refresh-on-focus';
+
+export type SigningLayoutProps = {
+  children: React.ReactNode;
+};
+
+export default function SigningLayout({ children }: SigningLayoutProps) {
+  return (
+    <div>
+      {children}
+
+      <RefreshOnFocus />
+    </div>
+  );
+}

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

@@ -10,11 +10,15 @@ import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
-import { DocumentStatus, FieldType } from '@documenso/prisma/client';
+import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
+import { DocumentPreviewButton } from './document-preview-button';
+
 export type CompletedSigningPageProps = {
   params: {
     token?: string;
@@ -36,6 +40,8 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const [fields, recipient] = await Promise.all([
@@ -67,46 +73,69 @@ export default async function CompletedSigningPage({
       />
 
       <div className="relative mt-6 flex w-full flex-col items-center">
-        {match(document.status)
-          .with(DocumentStatus.COMPLETED, () => (
+        {match({ status: document.status, deletedAt: document.deletedAt })
+          .with({ status: DocumentStatus.COMPLETED }, () => (
             <div className="text-documenso-700 flex items-center text-center">
               <CheckCircle2 className="mr-2 h-5 w-5" />
               <span className="text-sm">Everyone has signed</span>
             </div>
           ))
-          .otherwise(() => (
+          .with({ deletedAt: null }, () => (
             <div className="flex items-center text-center text-blue-600">
               <Clock8 className="mr-2 h-5 w-5" />
               <span className="text-sm">Waiting for others to sign</span>
             </div>
+          ))
+          .otherwise(() => (
+            <div className="flex items-center text-center text-red-600">
+              <Clock8 className="mr-2 h-5 w-5" />
+              <span className="text-sm">Document no longer available to sign</span>
+            </div>
           ))}
 
         <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
-          You have signed
-          <span className="mt-1.5 block">"{document.title}"</span>
+          You have
+          {recipient.role === RecipientRole.SIGNER && ' signed '}
+          {recipient.role === RecipientRole.VIEWER && ' viewed '}
+          {recipient.role === RecipientRole.APPROVER && ' approved '}
+          <span className="mt-1.5 block">"{truncatedTitle}"</span>
         </h2>
 
-        {match(document.status)
-          .with(DocumentStatus.COMPLETED, () => (
+        {match({ status: document.status, deletedAt: document.deletedAt })
+          .with({ status: DocumentStatus.COMPLETED }, () => (
             <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
               Everyone has signed! You will receive an Email copy of the signed document.
             </p>
           ))
-          .otherwise(() => (
+          .with({ deletedAt: null }, () => (
             <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
               You will receive an Email copy of the signed document once everyone has signed.
             </p>
+          ))
+          .otherwise(() => (
+            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+              This document has been cancelled by the owner and is no longer available for others to
+              sign.
+            </p>
           ))}
 
         <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
           <DocumentShareButton documentId={document.id} token={recipient.token} />
 
-          <DocumentDownloadButton
-            className="flex-1"
-            fileName={document.title}
-            documentData={documentData}
-            disabled={document.status !== DocumentStatus.COMPLETED}
-          />
+          {document.status === DocumentStatus.COMPLETED ? (
+            <DocumentDownloadButton
+              className="flex-1"
+              fileName={document.title}
+              documentData={documentData}
+              disabled={document.status !== DocumentStatus.COMPLETED}
+            />
+          ) : (
+            <DocumentPreviewButton
+              className="text-[11px]"
+              title="Signatures will appear once the document has been completed"
+              documentData={documentData}
+            />
+          )}
         </div>
 
         {isLoggedIn ? (

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

@@ -6,8 +6,13 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  convertToLocalSystemFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -16,9 +21,16 @@ import { SigningFieldContainer } from './signing-field-container';
 export type DateFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  dateFormat?: string | null;
+  timezone?: string | null;
 };
 
-export const DateField = ({ field, recipient }: DateFieldProps) => {
+export const DateField = ({
+  field,
+  recipient,
+  dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
+  timezone = DEFAULT_DOCUMENT_TIME_ZONE,
+}: DateFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -35,12 +47,18 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
+  const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
+
+  const isDifferentTime = field.inserted && localDateString !== field.customText;
+
+  const tooltipText = `"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`;
+
   const onSign = async () => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
-        value: '',
+        value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
       });
 
       startTransition(() => router.refresh());
@@ -75,7 +93,13 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer
+      field={field}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Date"
+      tooltipText={isDifferentTime ? tooltipText : undefined}
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -87,7 +111,7 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground text-sm duration-200">{field.customText}</p>
+        <p className="text-muted-foreground text-sm duration-200">{localDateString}</p>
       )}
     </SigningFieldContainer>
   );

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

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -79,7 +79,7 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

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

@@ -7,8 +7,9 @@ import { useRouter } from 'next/navigation';
 import { useSession } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
 
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
-import type { Document, Field, Recipient } from '@documenso/prisma/client';
+import { type Document, type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { cn } from '@documenso/ui/lib/utils';
@@ -29,9 +30,11 @@ export type SigningFormProps = {
 
 export const SigningForm = ({ document, recipient, fields }: SigningFormProps) => {
   const router = useRouter();
+  const analytics = useAnalytics();
   const { data: session } = useSession();
 
   const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
 
   const { mutateAsync: completeDocumentWithToken } =
@@ -46,6 +49,11 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
     return sortFieldsByPosition(fields.filter((field) => !field.inserted));
   }, [fields]);
 
+  const fieldsValidated = () => {
+    setValidateUninsertedFields(true);
+    validateFieldsInserted(fields);
+  };
+
   const onFormSubmit = async () => {
     setValidateUninsertedFields(true);
 
@@ -60,6 +68,12 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
       documentId: document.id,
     });
 
+    analytics.capture('App: Recipient has completed signing', {
+      signerId: recipient.id,
+      documentId: document.id,
+      timestamp: new Date().toISOString(),
+    });
+
     router.push(`/sign/${recipient.token}/complete`);
   };
 
@@ -82,68 +96,114 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
 
       <fieldset
         disabled={isSubmitting}
-        className={cn('-mx-2 flex flex-1 flex-col overflow-hidden px-2')}
+        className={cn(
+          'custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2',
+        )}
       >
         <div className={cn('flex flex-1 flex-col')}>
-          <h3 className="text-foreground text-2xl font-semibold">Sign Document</h3>
+          <h3 className="text-foreground text-2xl font-semibold">
+            {recipient.role === RecipientRole.VIEWER && 'View Document'}
+            {recipient.role === RecipientRole.SIGNER && 'Sign Document'}
+            {recipient.role === RecipientRole.APPROVER && 'Approve Document'}
+          </h3>
 
-          <p className="text-muted-foreground mt-2 text-sm">
-            Please review the document before signing.
-          </p>
+          {recipient.role === RecipientRole.VIEWER ? (
+            <>
+              <p className="text-muted-foreground mt-2 text-sm">
+                Please mark as viewed to complete
+              </p>
 
-          <hr className="border-border mb-8 mt-4" />
+              <hr className="border-border mb-8 mt-4" />
 
-          <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
-            <div className="flex flex-1 flex-col gap-y-4">
-              <div>
-                <Label htmlFor="full-name">Full Name</Label>
+              <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 className="flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="button"
+                    className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
+                    variant="secondary"
+                    size="lg"
+                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                    onClick={() => router.back()}
+                  >
+                    Cancel
+                  </Button>
 
-                <Input
-                  type="text"
-                  id="full-name"
-                  className="bg-background mt-2"
-                  value={fullName}
-                  onChange={(e) => setFullName(e.target.value.trimStart())}
-                />
+                  <SignDialog
+                    isSubmitting={isSubmitting}
+                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    document={document}
+                    fields={fields}
+                    fieldsValidated={fieldsValidated}
+                    role={recipient.role}
+                  />
+                </div>
               </div>
+            </>
+          ) : (
+            <>
+              <p className="text-muted-foreground mt-2 text-sm">
+                Please review the document before signing.
+              </p>
 
-              <div>
-                <Label htmlFor="Signature">Signature</Label>
+              <hr className="border-border mb-8 mt-4" />
 
-                <Card className="mt-2" gradient degrees={-120}>
-                  <CardContent className="p-0">
-                    <SignaturePad
-                      className="h-44 w-full"
-                      defaultValue={signature ?? undefined}
-                      onChange={(value) => {
-                        setSignature(value);
-                      }}
+              <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
+                      type="text"
+                      id="full-name"
+                      className="bg-background mt-2"
+                      value={fullName}
+                      onChange={(e) => setFullName(e.target.value.trimStart())}
                     />
-                  </CardContent>
-                </Card>
+                  </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 className="flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="button"
+                    className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
+                    variant="secondary"
+                    size="lg"
+                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                    onClick={() => router.back()}
+                  >
+                    Cancel
+                  </Button>
+
+                  <SignDialog
+                    isSubmitting={isSubmitting}
+                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    document={document}
+                    fields={fields}
+                    fieldsValidated={fieldsValidated}
+                    role={recipient.role}
+                  />
+                </div>
               </div>
-            </div>
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <Button
-                type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
-                variant="secondary"
-                size="lg"
-                disabled={typeof window !== 'undefined' && window.history.length <= 1}
-                onClick={() => router.back()}
-              >
-                Cancel
-              </Button>
-
-              <SignDialog
-                isSubmitting={isSubmitting}
-                onSignatureComplete={handleSubmit(onFormSubmit)}
-                document={document}
-                fields={fields}
-              />
-            </div>
-          </div>
+            </>
+          )}
         </div>
       </fieldset>
     </form>

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

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
@@ -98,7 +98,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Name">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx

@@ -0,0 +1,68 @@
+'use client';
+
+import React from 'react';
+
+import Link from 'next/link';
+
+import { Clock8 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import signingCelebration from '@documenso/assets/images/signing-celebration.png';
+import type { Document, Signature } from '@documenso/prisma/client';
+import { SigningCard3D } from '@documenso/ui/components/signing-card';
+
+type NoLongerAvailableProps = {
+  document: Document;
+  recipientName: string;
+  recipientSignature: Signature;
+};
+
+export const NoLongerAvailable = ({
+  document,
+  recipientName,
+  recipientSignature,
+}: NoLongerAvailableProps) => {
+  const { data: session } = useSession();
+
+  return (
+    <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-16 xl:pt-24">
+      <SigningCard3D
+        name={recipientName}
+        signature={recipientSignature}
+        signingCelebrationImage={signingCelebration}
+      />
+
+      <div className="relative mt-2 flex w-full flex-col items-center">
+        <div className="mt-8 flex items-center text-center text-red-600">
+          <Clock8 className="mr-2 h-5 w-5" />
+          <span className="text-sm">Document Cancelled</span>
+        </div>
+
+        <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+          <span className="mt-1.5 block">"{document.title}"</span>
+          is no longer available to sign
+        </h2>
+
+        <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+          This document has been cancelled by the owner.
+        </p>
+
+        {session?.user ? (
+          <Link href="/documents" className="text-documenso-700 hover:text-documenso-600 mt-36">
+            Go Back Home
+          </Link>
+        ) : (
+          <p className="text-muted-foreground/60 mt-36 text-sm">
+            Want to send slick signing links like this one?{' '}
+            <Link
+              href="https://documenso.com"
+              className="text-documenso-700 hover:text-documenso-600"
+            >
+              Check out Documenso.
+            </Link>
+          </p>
+        )}
+      </div>
+    </div>
+  );
+};

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

@@ -2,21 +2,30 @@ import { notFound, redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
+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 { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { getDocumentMetaByDocumentId } from '@documenso/lib/server-only/document/get-document-meta-by-document-id';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
-import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/client';
+import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
+import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 import { DateField } from './date-field';
 import { EmailField } from './email-field';
 import { SigningForm } from './form';
 import { NameField } from './name-field';
+import { NoLongerAvailable } from './no-longer-available';
 import { SigningProvider } from './provider';
 import { SignatureField } from './signature-field';
 
@@ -40,10 +49,14 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     viewedDocument({ token }).catch(() => null),
   ]);
 
+  const documentMeta = await getDocumentMetaByDocumentId({ id: document!.id }).catch(() => null);
+
   if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const { user } = await getServerComponentSession();
@@ -55,6 +68,35 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     redirect(`/sign/${token}/complete`);
   }
 
+  if (documentMeta?.password) {
+    const key = DOCUMENSO_ENCRYPTION_KEY;
+
+    if (!key) {
+      throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY');
+    }
+
+    const securePassword = Buffer.from(
+      symmetricDecrypt({
+        key,
+        data: documentMeta.password,
+      }),
+    ).toString('utf-8');
+
+    documentMeta.password = securePassword;
+  }
+
+  const [recipientSignature] = await getRecipientSignatures({ recipientId: recipient.id });
+
+  if (document.deletedAt) {
+    return (
+      <NoLongerAvailable
+        document={document}
+        recipientName={recipient.name}
+        recipientSignature={recipientSignature}
+      />
+    );
+  }
+
   return (
     <SigningProvider
       email={recipient.email}
@@ -63,12 +105,15 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     >
       <div className="mx-auto w-full max-w-screen-xl">
         <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {document.title}
+          {truncatedTitle}
         </h1>
 
         <div className="mt-2.5 flex items-center gap-x-6">
           <p className="text-muted-foreground">
-            {document.User.name} ({document.User.email}) has invited you to sign this document.
+            {document.User.name} ({document.User.email}) has invited you to{' '}
+            {recipient.role === RecipientRole.VIEWER && 'view'}
+            {recipient.role === RecipientRole.SIGNER && 'sign'}
+            {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
           </p>
         </div>
 
@@ -78,7 +123,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
             gradient
           >
             <CardContent className="p-2">
-              <LazyPDFViewer key={documentData.id} documentData={documentData} />
+              <LazyPDFViewer
+                key={documentData.id}
+                documentData={documentData}
+                document={document}
+                password={documentMeta?.password}
+              />
             </CardContent>
           </Card>
 
@@ -97,7 +147,13 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
                 <NameField key={field.id} field={field} recipient={recipient} />
               ))
               .with(FieldType.DATE, () => (
-                <DateField key={field.id} field={field} recipient={recipient} />
+                <DateField
+                  key={field.id}
+                  field={field}
+                  recipient={recipient}
+                  dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                  timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                />
               ))
               .with(FieldType.EMAIL, () => (
                 <EmailField key={field.id} field={field} recipient={recipient} />

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

@@ -1,6 +1,7 @@
 import { useState } from 'react';
 
-import { Document, Field } from '@documenso/prisma/client';
+import type { Document, Field } from '@documenso/prisma/client';
+import { RecipientRole } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -9,41 +10,56 @@ import {
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 export type SignDialogProps = {
   isSubmitting: boolean;
   document: Document;
   fields: Field[];
+  fieldsValidated: () => void | Promise<void>;
   onSignatureComplete: () => void | Promise<void>;
+  role: RecipientRole;
 };
 
 export const SignDialog = ({
   isSubmitting,
   document,
   fields,
+  fieldsValidated,
   onSignatureComplete,
+  role,
 }: SignDialogProps) => {
   const [showDialog, setShowDialog] = useState(false);
-
+  const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
   return (
-    <Dialog open={showDialog} onOpenChange={setShowDialog}>
+    <Dialog open={showDialog && isComplete} onOpenChange={setShowDialog}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
           type="button"
           size="lg"
-          disabled={!isComplete}
+          onClick={fieldsValidated}
           loading={isSubmitting}
         >
-          Complete
+          {isComplete ? 'Complete' : 'Next field'}
         </Button>
       </DialogTrigger>
       <DialogContent>
         <div className="text-center">
-          <div className="text-xl font-semibold text-neutral-800">Sign Document</div>
+          <div className="text-foreground text-xl font-semibold">
+            {role === RecipientRole.VIEWER && 'Mark Document as Viewed'}
+            {role === RecipientRole.SIGNER && 'Sign Document'}
+            {role === RecipientRole.APPROVER && 'Approve Document'}
+          </div>
           <div className="text-muted-foreground mx-auto w-4/5 py-2 text-center">
-            You are about to finish signing "{document.title}". Are you sure?
+            {role === RecipientRole.VIEWER &&
+              `You are about to finish viewing "${truncatedTitle}". Are you sure?`}
+            {role === RecipientRole.SIGNER &&
+              `You are about to finish signing "${truncatedTitle}". Are you sure?`}
+            {role === RecipientRole.APPROVER &&
+              `You are about to finish approving "${truncatedTitle}". Are you sure?`}
           </div>
         </div>
 
@@ -67,7 +83,9 @@ export const SignDialog = ({
               loading={isSubmitting}
               onClick={onSignatureComplete}
             >
-              Sign
+              {role === RecipientRole.VIEWER && 'Mark as Viewed'}
+              {role === RecipientRole.SIGNER && 'Sign'}
+              {role === RecipientRole.APPROVER && 'Approve'}
             </Button>
           </div>
         </DialogFooter>

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

@@ -127,7 +127,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

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

@@ -2,8 +2,9 @@
 
 import React from 'react';
 
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
 export type SignatureFieldProps = {
   field: FieldWithSignature;
@@ -11,6 +12,8 @@ export type SignatureFieldProps = {
   children: React.ReactNode;
   onSign?: () => Promise<void> | void;
   onRemove?: () => Promise<void> | void;
+  type?: 'Date' | 'Email' | 'Name' | 'Signature';
+  tooltipText?: string | null;
 };
 
 export const SigningFieldContainer = ({
@@ -19,6 +22,8 @@ export const SigningFieldContainer = ({
   onSign,
   onRemove,
   children,
+  type,
+  tooltipText,
 }: SignatureFieldProps) => {
   const onSignFieldClick = async () => {
     if (field.inserted) {
@@ -46,7 +51,22 @@ export const SigningFieldContainer = ({
         />
       )}
 
-      {field.inserted && !loading && (
+      {type === 'Date' && field.inserted && !loading && (
+        <Tooltip delayDuration={0}>
+          <TooltipTrigger asChild>
+            <button
+              className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
+              onClick={onRemoveSignedFieldClick}
+            >
+              Remove
+            </button>
+          </TooltipTrigger>
+
+          {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
+        </Tooltip>
+      )}
+
+      {type !== 'Date' && field.inserted && !loading && (
         <button
           className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
           onClick={onRemoveSignedFieldClick}

apps/web/src/app/(unauthenticated)/check-email/page.tsx

@@ -1,7 +1,12 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+export const metadata: Metadata = {
+  title: 'Forgot password',
+};
+
 export default function ForgotPasswordPage() {
   return (
     <div>