Merge branch 'main' into feat/allow-same-signer-email-multiple-times

README.md

@@ -1,4 +1,4 @@
-> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="https://documen.so/sign-everywhere">The Platform Plan</a>!
+> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="documen.so/sign-everywhere">The Platform Plan</a>!
 
 <a href="https://www.producthunt.com/posts/documenso-platform-plan?embed=true&utm_source=badge-featured&utm_medium=badge&utm_souce=badge-documenso&#0045;platform&#0045;plan" target="_blank"><img src="https://api.producthunt.com/widgets/embed-image/v1/featured.svg?post_id=670576&theme=light" alt="Documenso&#0032;Platform&#0032;Plan - Whitelabeled&#0032;signing&#0032;flows&#0032;in&#0032;your&#0032;product | Product Hunt" style="width: 250px; height: 54px;" width="250" height="54" /></a>
 

apps/documentation/pages/developers/_meta.json

@@ -14,4 +14,4 @@
   "public-api": "Public API",
   "embedding": "Embedding",
   "webhooks": "Webhooks"
-}
+}

apps/documentation/pages/developers/embedding/_meta.json

@@ -6,6 +6,5 @@
   "solid": "Solid Integration",
   "preact": "Preact Integration",
   "angular": "Angular Integration",
-  "css-variables": "CSS Variables",
-  "web-components": "Web Components"
+  "css-variables": "CSS Variables"
 }

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

@@ -52,9 +52,9 @@ Platform customers have access to advanced styling options to customize the embe
 <EmbedDirectTemplate
   token={token}
   cssVars={{
-    primary: '#0000FF',
-    background: '#F5F5F5',
-    radius: '8px',
+    colorPrimary: '#0000FF',
+    colorBackground: '#F5F5F5',
+    borderRadius: '8px',
   }}
 />
 ```
@@ -73,15 +73,14 @@ These customization options are available for both Direct Templates and Signing
 
 We support embedding across a range of popular JavaScript frameworks, including:
 
-| Framework        | Package                                                                                      |
-| ---------        | ----------------------------------------------------------------------------------           |
-| React            | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)               |
-| Preact           | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)             |
-| Vue              | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)                   |
-| Svelte           | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)             |
-| Solid            | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)               |
-| Angular          | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular)           |
-| Web Components   | [@documenso/embed-webcomponent](https://www.npmjs.com/package/@documenso/embed-webcomponent) |
+| Framework | Package                                                                            |
+| --------- | ---------------------------------------------------------------------------------- |
+| React     | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)     |
+| Preact    | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)   |
+| Vue       | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)         |
+| Svelte    | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)   |
+| Solid     | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)     |
+| Angular   | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular) |
 
 Additionally, we provide **web components** for more generalized use. However, please note that web components are still in their early stages and haven't been extensively tested.
 
@@ -167,7 +166,6 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 - [Svelte](/developers/embedding/svelte)
 - [Solid](/developers/embedding/solid)
 - [Angular](/developers/embedding/angular)
-- [Web Components](/developers/embedding/web-components)
 
 If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
 
@@ -179,5 +177,4 @@ If you're using **web components**, the integration process is slightly differen
 - [Solid Integration](/developers/embedding/solid)
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
-- [Web Components](/developers/embedding/web-components)
 - [CSS Variables](/developers/embedding/css-variables)

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

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

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

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

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

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

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

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
     }
   `;
   const cssVars = {
-    primary: '#0000FF',
-    background: '#F5F5F5',
-    radius: '8px',
+    colorPrimary: '#0000FF',
+    colorBackground: '#F5F5F5',
+    borderRadius: '8px',
   };
 </script>
 

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

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
   }
 `;
   const cssVars = {
-    primary: '#0000FF',
-    background: '#F5F5F5',
-    radius: '8px',
+    colorPrimary: '#0000FF',
+    colorBackground: '#F5F5F5',
+    borderRadius: '8px',
   };
 </script>
 

apps/documentation/pages/developers/embedding/web-components.mdx

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

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

@@ -21,25 +21,14 @@ Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) f
 
 ## API V2 - Beta
 
-<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
+Our new API V2 is currently in Beta. The new API features typed SDKs for TypeScript, Python and Go and example code for many more.
 
-Check out the [API V2 documentation](https://documen.so/api-v2-docs) for details about the API endpoints, request parameters, response formats, and authentication methods.
-
-Our new API V2 supports the following typed SDKs:
-
-- [TypeScript](https://github.com/documenso/sdk-typescript)
-- [Python](https://github.com/documenso/sdk-python)
-- [Go](https://github.com/documenso/sdk-go)
-
-<Callout type="info">
-  For the staging API, please use the following base URL:
-  `https://stg-app.documenso.dev/api/v2-beta/`
+<Callout type="warning">
+  NOW IN BETA: [API V2 Documentation](https://documen.so/api-v2-docs)
 </Callout>
 
 🚀 [V2 Announcement](https://documen.so/sdk-blog)
 
-📖 [Documentation](https://documen.so/api-v2-docs)
-
 💬 [Leave Feedback](https://documen.so/sdk-feedback)
 
 🔔 [Breaking Changes](https://documen.so/sdk-breaking)

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

@@ -532,93 +532,3 @@ Replace the `text` value with the corresponding field type:
 - For the `SELECT` field it should be `select`. (check this before merge)
 
 You must pass this property at all times, even if you don't need to set any other properties. If you don't, the endpoint will throw an error.
-
-## Pre-fill Fields On Document Creation
-
-The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
-
-To pre-fill a field, you need to make a `POST` request to the `/api/v1/templates/{templateId}/generate-document` endpoint with the field information. Here's an example:
-
-```json
-{
-  "title": "my-document.pdf",
-  "recipients": [
-    {
-      "id": 3,
-      "name": "Example User",
-      "email": "example@documenso.com",
-      "signingOrder": 1,
-      "role": "SIGNER"
-    }
-  ],
-  "prefillFields": [
-    {
-      "id": 21,
-      "type": "text",
-      "label": "my-label",
-      "placeholder": "my-placeholder",
-      "value": "my-value"
-    },
-    {
-      "id": 22,
-      "type": "number",
-      "label": "my-label",
-      "placeholder": "my-placeholder",
-      "value": "123"
-    },
-    {
-      "id": 23,
-      "type": "checkbox",
-      "label": "my-label",
-      "placeholder": "my-placeholder",
-      "value": ["option-1", "option-2"]
-    }
-  ]
-}
-```
-
-Check out the endpoint in the [API V1 documentation](https://app.documenso.com/api/v1/openapi#:~:text=/%7BtemplateId%7D/-,generate,-%2Ddocument).
-
-### API V2
-
-For API V2, you need to make a `POST` request to the `/api/v2-beta/template/use` endpoint with the field(s) information. Here's an example:
-
-```json
-{
-  "templateId": 111,
-  "recipients": [
-    {
-      "id": 3,
-      "name": "Example User",
-      "email": "example@documenso.com",
-      "signingOrder": 1,
-      "role": "SIGNER"
-    }
-  ],
-  "prefillFields": [
-    {
-      "id": 21,
-      "type": "text",
-      "label": "my-label",
-      "placeholder": "my-placeholder",
-      "value": "my-value"
-    },
-    {
-      "id": 22,
-      "type": "number",
-      "label": "my-label",
-      "placeholder": "my-placeholder",
-      "value": "123"
-    },
-    {
-      "id": 23,
-      "type": "checkbox",
-      "label": "my-label",
-      "placeholder": "my-placeholder",
-      "value": ["option-1", "option-2"]
-    }
-  ]
-}
-```
-
-Check out the endpoint in the [API V2 documentation](https://openapi.documenso.com/reference#tag/template/POST/template/use).

apps/documentation/pages/users/signing-documents/index.mdx

@@ -85,13 +85,12 @@ You can also set the recipient's role, which determines their actions and permis
 
 Documenso has 4 roles for recipients with different permissions and actions.
 
-|   Role    |                                    Function                                     | Action required | Signature |
-| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
-|  Signer   |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
-| Approver  |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
-|  Viewer   |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
-| Assistant | Can help prepare the document by filling in fields on behalf of other signers.  |       Yes       |    No     |
-|    CC     | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
+|   Role   |                                    Function                                     | Action required | Signature |
+| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
+|  Signer  |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
+| Approver |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
+|  Viewer  |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
+|   BCC    | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
 
 ### Fields
 

apps/web/package.json

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

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

@@ -47,50 +47,22 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
 import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const ZAddRecipientsForNewDocumentSchema = z
-  .object({
-    distributeDocument: z.boolean(),
-    useCustomDocument: z.boolean().default(false),
-    customDocumentData: z
-      .any()
-      .refine((data) => data instanceof File || data === undefined)
-      .optional(),
-    recipients: z.array(
-      z.object({
-        id: z.number(),
-        email: z.string().email(),
-        name: z.string(),
-        signingOrder: z.number().optional(),
-      }),
-    ),
-  })
-  // Display exactly which rows are duplicates.
-  .superRefine((items, ctx) => {
-    const uniqueEmails = new Map<string, number>();
-
-    for (const [index, recipients] of items.recipients.entries()) {
-      const email = recipients.email.toLowerCase();
-
-      const firstFoundIndex = uniqueEmails.get(email);
-
-      if (firstFoundIndex === undefined) {
-        uniqueEmails.set(email, index);
-        continue;
-      }
-
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        message: 'Emails must be unique',
-        path: ['recipients', index, 'email'],
-      });
-
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        message: 'Emails must be unique',
-        path: ['recipients', firstFoundIndex, 'email'],
-      });
-    }
-  });
+const ZAddRecipientsForNewDocumentSchema = z.object({
+  distributeDocument: z.boolean(),
+  useCustomDocument: z.boolean().default(false),
+  customDocumentData: z
+    .any()
+    .refine((data) => data instanceof File || data === undefined)
+    .optional(),
+  recipients: z.array(
+    z.object({
+      id: z.number(),
+      email: z.string().email(),
+      name: z.string(),
+      signingOrder: z.number().optional(),
+    }),
+  ),
+});
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 

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

@@ -90,7 +90,7 @@ export const SignDirectTemplateForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value ?? '',
+          customText: value.value,
           inserted: true,
           signedValue: value,
         };
@@ -101,8 +101,8 @@ export const SignDirectTemplateForm = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
-            typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
+            signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
+            typedSignature: value.value.startsWith('data:') ? null : value.value,
           } satisfies Signature;
         }
 

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

@@ -44,12 +44,7 @@ export const CheckboxField = ({ field, onSignField, onUnsignField }: CheckboxFie
   const [isPending, startTransition] = useTransition();
   const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
-  const parsedFieldMeta = ZCheckboxFieldMeta.parse(
-    field.fieldMeta ?? {
-      type: 'checkbox',
-      values: [{ id: 1, checked: false, value: '' }],
-    },
-  );
+  const parsedFieldMeta = ZCheckboxFieldMeta.parse(field.fieldMeta);
 
   const values = parsedFieldMeta.values?.map((item) => ({
     ...item,

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

@@ -311,11 +311,7 @@ export const SigningForm = ({
             <>
               <form onSubmit={handleSubmit(onFormSubmit)}>
                 <p className="text-muted-foreground mt-2 text-sm">
-                  {recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
-                    <Trans>Please review the document before approving.</Trans>
-                  ) : (
-                    <Trans>Please review the document before signing.</Trans>
-                  )}
+                  <Trans>Please review the document before signing.</Trans>
                 </p>
 
                 <hr className="border-border mb-8 mt-4" />
@@ -339,40 +335,38 @@ export const SigningForm = ({
                       />
                     </div>
 
-                    {hasSignatureField && (
-                      <div>
-                        <Label htmlFor="Signature">
-                          <Trans>Signature</Trans>
-                        </Label>
+                    <div>
+                      <Label htmlFor="Signature">
+                        <Trans>Signature</Trans>
+                      </Label>
 
-                        <Card className="mt-2" gradient degrees={-120}>
-                          <CardContent className="p-0">
-                            <SignaturePad
-                              className="h-44 w-full"
-                              disabled={isSubmitting}
-                              defaultValue={signature ?? undefined}
-                              onValidityChange={(isValid) => {
-                                setSignatureValid(isValid);
-                              }}
-                              onChange={(value) => {
-                                if (signatureValid) {
-                                  setSignature(value);
-                                }
-                              }}
-                              allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
-                            />
-                          </CardContent>
-                        </Card>
+                      <Card className="mt-2" gradient degrees={-120}>
+                        <CardContent className="p-0">
+                          <SignaturePad
+                            className="h-44 w-full"
+                            disabled={isSubmitting}
+                            defaultValue={signature ?? undefined}
+                            onValidityChange={(isValid) => {
+                              setSignatureValid(isValid);
+                            }}
+                            onChange={(value) => {
+                              if (signatureValid) {
+                                setSignature(value);
+                              }
+                            }}
+                            allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
+                          />
+                        </CardContent>
+                      </Card>
 
-                        {!signatureValid && (
-                          <div className="text-destructive mt-2 text-sm">
-                            <Trans>
-                              Signature is too small. Please provide a more complete signature.
-                            </Trans>
-                          </div>
-                        )}
-                      </div>
-                    )}
+                      {hasSignatureField && !signatureValid && (
+                        <div className="text-destructive mt-2 text-sm">
+                          <Trans>
+                            Signature is too small. Please provide a more complete signature.
+                          </Trans>
+                        </div>
+                      )}
+                    </div>
                   </div>
 
                   <div className="flex flex-col gap-4 md:flex-row">

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

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

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

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

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

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

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

@@ -13,10 +13,6 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
-import {
-  isFieldUnsignedAndRequired,
-  isRequiredField,
-} from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@documenso/prisma/client';
 import { type DocumentData, type Field, FieldType } from '@documenso/prisma/client';
@@ -53,7 +49,7 @@ export type EmbedDirectTemplateClientPageProps = {
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   hidePoweredBy?: boolean;
-  allowWhiteLabelling?: boolean;
+  isPlatformOrEnterprise?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
@@ -64,7 +60,7 @@ export const EmbedDirectTemplateClientPage = ({
   fields,
   metadata,
   hidePoweredBy = false,
-  allowWhiteLabelling = false,
+  isPlatformOrEnterprise = false,
 }: EmbedDirectTemplateClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -98,7 +94,7 @@ export const EmbedDirectTemplateClientPage = ({
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
 
   const [pendingFields, _completedFields] = [
-    localFields.filter((field) => isFieldUnsignedAndRequired(field)),
+    localFields.filter((field) => !field.inserted),
     localFields.filter((field) => field.inserted),
   ];
 
@@ -116,7 +112,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value ?? '',
+          customText: payload.value,
           inserted: true,
           signedValue: payload,
         });
@@ -127,10 +123,8 @@ export const EmbedDirectTemplateClientPage = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64:
-              payload.value && payload.value.startsWith('data:') ? payload.value : null,
-            typedSignature:
-              payload.value && !payload.value.startsWith('data:') ? payload.value : null,
+            signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
+            typedSignature: payload.value.startsWith('data:') ? null : payload.value,
           } satisfies Signature;
         }
 
@@ -188,7 +182,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(pendingFields);
+    validateFieldsInserted(localFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -200,7 +194,7 @@ export const EmbedDirectTemplateClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(pendingFields);
+      const valid = validateFieldsInserted(localFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -213,6 +207,12 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
+      localFields.forEach((field) => {
+        if (!field.signedValue) {
+          throw new Error('Invalid configuration');
+        }
+      });
+
       const {
         documentId,
         token: documentToken,
@@ -223,11 +223,13 @@ export const EmbedDirectTemplateClientPage = ({
         directRecipientName: fullName,
         directRecipientEmail: email,
         templateUpdatedAt: updatedAt,
-        signedFieldValues: localFields
-          .filter((field) => {
-            return field.signedValue && (isRequiredField(field) || field.inserted);
-          })
-          .map((field) => field.signedValue!),
+        signedFieldValues: localFields.map((field) => {
+          if (!field.signedValue) {
+            throw new Error('Invalid configuration');
+          }
+
+          return field.signedValue;
+        }),
       });
 
       if (window.parent) {
@@ -286,7 +288,7 @@ export const EmbedDirectTemplateClientPage = ({
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (allowWhiteLabelling) {
+      if (isPlatformOrEnterprise) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -347,7 +349,7 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Widget */}
         <div
           key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
           data-expanded={isExpanded || undefined}
         >
           <div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
@@ -358,34 +360,19 @@ export const EmbedDirectTemplateClientPage = ({
                   <Trans>Sign document</Trans>
                 </h3>
 
-                {isExpanded ? (
-                  <Button
-                    variant="outline"
-                    className="h-8 w-8 p-0 md:hidden"
-                    onClick={() => setIsExpanded(false)}
-                  >
-                    <LucideChevronDown className="text-muted-foreground h-5 w-5" />
-                  </Button>
-                ) : pendingFields.length > 0 ? (
-                  <Button
-                    variant="outline"
-                    className="h-8 w-8 p-0 md:hidden"
-                    onClick={() => setIsExpanded(true)}
-                  >
-                    <LucideChevronUp className="text-muted-foreground h-5 w-5" />
-                  </Button>
-                ) : (
-                  <Button
-                    variant="default"
-                    size="sm"
-                    className="md:hidden"
-                    disabled={isThrottled || (hasSignatureField && !signatureValid)}
-                    loading={isSubmitting}
-                    onClick={() => throttledOnCompleteClick()}
-                  >
-                    <Trans>Complete</Trans>
-                  </Button>
-                )}
+                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
+                  {isExpanded ? (
+                    <LucideChevronDown
+                      className="text-muted-foreground h-5 w-5"
+                      onClick={() => setIsExpanded(false)}
+                    />
+                  ) : (
+                    <LucideChevronUp
+                      className="text-muted-foreground h-5 w-5"
+                      onClick={() => setIsExpanded(true)}
+                    />
+                  )}
+                </Button>
               </div>
             </div>
 
@@ -430,42 +417,40 @@ export const EmbedDirectTemplateClientPage = ({
                   />
                 </div>
 
-                {hasSignatureField && (
-                  <div>
-                    <Label htmlFor="Signature">
-                      <Trans>Signature</Trans>
-                    </Label>
+                <div>
+                  <Label htmlFor="Signature">
+                    <Trans>Signature</Trans>
+                  </Label>
 
-                    <Card className="mt-2" gradient degrees={-120}>
-                      <CardContent className="p-0">
-                        <SignaturePad
-                          className="h-44 w-full"
-                          disabled={isThrottled || isSubmitting}
-                          defaultValue={signature ?? undefined}
-                          onChange={(value) => {
-                            setSignature(value);
-                          }}
-                          onValidityChange={(isValid) => {
-                            setSignatureValid(isValid);
-                          }}
-                          allowTypedSignature={Boolean(
-                            metadata &&
-                              'typedSignatureEnabled' in metadata &&
-                              metadata.typedSignatureEnabled,
-                          )}
-                        />
-                      </CardContent>
-                    </Card>
+                  <Card className="mt-2" gradient degrees={-120}>
+                    <CardContent className="p-0">
+                      <SignaturePad
+                        className="h-44 w-full"
+                        disabled={isThrottled || isSubmitting}
+                        defaultValue={signature ?? undefined}
+                        onChange={(value) => {
+                          setSignature(value);
+                        }}
+                        onValidityChange={(isValid) => {
+                          setSignatureValid(isValid);
+                        }}
+                        allowTypedSignature={Boolean(
+                          metadata &&
+                            'typedSignatureEnabled' in metadata &&
+                            metadata.typedSignatureEnabled,
+                        )}
+                      />
+                    </CardContent>
+                  </Card>
 
-                    {hasSignatureField && !signatureValid && (
-                      <div className="text-destructive mt-2 text-sm">
-                        <Trans>
-                          Signature is too small. Please provide a more complete signature.
-                        </Trans>
-                      </div>
-                    )}
-                  </div>
-                )}
+                  {hasSignatureField && !signatureValid && (
+                    <div className="text-destructive mt-2 text-sm">
+                      <Trans>
+                        Signature is too small. Please provide a more complete signature.
+                      </Trans>
+                    </div>
+                  )}
+                </div>
               </div>
             </div>
 

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

@@ -2,7 +2,6 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
-import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -56,16 +55,12 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
     documentAuth: template.authOptions,
   });
 
-  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
     isDocumentPlatform(template),
     isUserEnterprise({
       userId: template.userId,
       teamId: template.teamId ?? undefined,
     }),
-    isUserCommunityPlan({
-      userId: template.userId,
-      teamId: template.teamId ?? undefined,
-    }),
   ]);
 
   const isAccessAuthValid = match(derivedRecipientAccessAuth)
@@ -110,10 +105,8 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
             recipient={recipient}
             fields={fields}
             metadata={template.templateMeta}
-            hidePoweredBy={
-              isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
-            }
-            allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
+            hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+            isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
           />
         </RecipientProvider>
       </DocumentAuthProvider>

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

@@ -1,40 +0,0 @@
-import { Trans } from '@lingui/macro';
-import { XCircle } from 'lucide-react';
-
-import type { Signature } from '@documenso/prisma/client';
-
-export type EmbedDocumentRejectedPageProps = {
-  name?: string;
-  signature?: Signature;
-};
-
-export const EmbedDocumentRejected = ({ name }: EmbedDocumentRejectedPageProps) => {
-  return (
-    <div className="embed--DocumentRejected relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
-      <div className="flex flex-col items-center">
-        <div className="flex items-center gap-x-4">
-          <XCircle className="text-destructive h-10 w-10" />
-
-          <h2 className="max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
-            <Trans>Document Rejected</Trans>
-          </h2>
-        </div>
-
-        <div className="text-destructive mt-4 flex items-center text-center text-sm">
-          <Trans>You have rejected this document</Trans>
-        </div>
-
-        <p className="text-muted-foreground mt-6 max-w-[60ch] text-center text-sm">
-          <Trans>
-            The document owner has been notified of your decision. They may contact you with further
-            instructions if necessary.
-          </Trans>
-        </p>
-
-        <p className="text-muted-foreground mt-2 max-w-[60ch] text-center text-sm">
-          <Trans>No further action is required from you at this time.</Trans>
-        </p>
-      </div>
-    </div>
-  );
-};

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

@@ -1,6 +1,6 @@
 'use client';
 
-import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useState } from 'react';
 
 import { Trans, msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
@@ -8,16 +8,9 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
-import {
-  type DocumentData,
-  type Field,
-  FieldType,
-  RecipientRole,
-  SigningStatus,
-} from '@documenso/prisma/client';
+import { type DocumentData, type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
@@ -33,13 +26,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
 import { RecipientProvider } from '~/app/(signing)/sign/[token]/recipient-context';
-import { RejectDocumentDialog } from '~/app/(signing)/sign/[token]/reject-document-dialog';
 import { Logo } from '~/components/branding/logo';
 
 import { EmbedClientLoading } from '../../client-loading';
 import { EmbedDocumentCompleted } from '../../completed';
 import { EmbedDocumentFields } from '../../document-fields';
-import { EmbedDocumentRejected } from '../../rejected';
 import { injectCss } from '../../util';
 import { ZSignDocumentEmbedDataSchema } from './schema';
 
@@ -52,7 +43,7 @@ export type EmbedSignDocumentClientPageProps = {
   metadata?: DocumentMeta | TemplateMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
-  allowWhitelabelling?: boolean;
+  isPlatformOrEnterprise?: boolean;
   allRecipients?: RecipientWithFields[];
 };
 
@@ -65,7 +56,7 @@ export const EmbedSignDocumentClientPage = ({
   metadata,
   isCompleted,
   hidePoweredBy = false,
-  allowWhitelabelling = false,
+  isPlatformOrEnterprise = false,
   allRecipients = [],
 }: EmbedSignDocumentClientPageProps) => {
   const { _ } = useLingui();
@@ -84,9 +75,6 @@ export const EmbedSignDocumentClientPage = ({
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
   const [hasCompletedDocument, setHasCompletedDocument] = useState(isCompleted);
-  const [hasRejectedDocument, setHasRejectedDocument] = useState(
-    recipient.signingStatus === SigningStatus.REJECTED,
-  );
   const [selectedSignerId, setSelectedSignerId] = useState<number | null>(
     allRecipients.length > 0 ? allRecipients[0].id : null,
   );
@@ -95,34 +83,25 @@ export const EmbedSignDocumentClientPage = ({
   const [isNameLocked, setIsNameLocked] = useState(false);
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
 
-  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
-
   const selectedSigner = allRecipients.find((r) => r.id === selectedSignerId);
   const isAssistantMode = recipient.role === RecipientRole.ASSISTANT;
 
   const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
 
   const [pendingFields, _completedFields] = [
-    fields.filter(
-      (field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field),
-    ),
+    fields.filter((field) => field.recipientId === recipient.id && !field.inserted),
     fields.filter((field) => field.inserted),
   ];
 
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
-  const fieldsRequiringValidation = useMemo(
-    () => fields.filter(isFieldUnsignedAndRequired),
-    [fields],
-  );
-
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
   const assistantSignersId = useId();
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(fieldsRequiringValidation);
+    validateFieldsInserted(fields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -134,7 +113,7 @@ export const EmbedSignDocumentClientPage = ({
         return;
       }
 
-      const valid = validateFieldsInserted(fieldsRequiringValidation);
+      const valid = validateFieldsInserted(fields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -182,25 +161,6 @@ export const EmbedSignDocumentClientPage = ({
     }
   };
 
-  const onDocumentRejected = (reason: string) => {
-    if (window.parent) {
-      window.parent.postMessage(
-        {
-          action: 'document-rejected',
-          data: {
-            token,
-            documentId,
-            recipientId: recipient.id,
-            reason,
-          },
-        },
-        '*',
-      );
-    }
-
-    setHasRejectedDocument(true);
-  };
-
   useLayoutEffect(() => {
     const hash = window.location.hash.slice(1);
 
@@ -214,13 +174,12 @@ export const EmbedSignDocumentClientPage = ({
       // Since a recipient can be provided a name we can lock it without requiring
       // a to be provided by the parent application, unlike direct templates.
       setIsNameLocked(!!data.lockName);
-      setAllowDocumentRejection(!!data.allowDocumentRejection);
 
       if (data.darkModeDisabled) {
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (allowWhitelabelling) {
+      if (isPlatformOrEnterprise) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -249,10 +208,6 @@ export const EmbedSignDocumentClientPage = ({
     }
   }, [hasFinishedInit, hasDocumentLoaded]);
 
-  if (hasRejectedDocument) {
-    return <EmbedDocumentRejected name={fullName} />;
-  }
-
   if (hasCompletedDocument) {
     return (
       <EmbedDocumentCompleted
@@ -274,16 +229,6 @@ export const EmbedSignDocumentClientPage = ({
       <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        {allowDocumentRejection && (
-          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
-            <RejectDocumentDialog
-              document={{ id: documentId }}
-              token={token}
-              onRejected={onDocumentRejected}
-            />
-          </div>
-        )}
-
         <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}
           <div className="embed--DocumentViewer flex-1">
@@ -296,7 +241,7 @@ export const EmbedSignDocumentClientPage = ({
           {/* Widget */}
           <div
             key={isExpanded ? 'expanded' : 'collapsed'}
-            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
             data-expanded={isExpanded || undefined}
           >
             <div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
@@ -311,36 +256,19 @@ export const EmbedSignDocumentClientPage = ({
                     )}
                   </h3>
 
-                  {isExpanded ? (
-                    <Button
-                      variant="outline"
-                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
-                      onClick={() => setIsExpanded(false)}
-                    >
-                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
-                    </Button>
-                  ) : pendingFields.length > 0 ? (
-                    <Button
-                      variant="outline"
-                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
-                      onClick={() => setIsExpanded(true)}
-                    >
-                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
-                    </Button>
-                  ) : (
-                    <Button
-                      variant="default"
-                      size="sm"
-                      className="md:hidden"
-                      disabled={
-                        isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
-                      }
-                      loading={isSubmitting}
-                      onClick={() => throttledOnCompleteClick()}
-                    >
-                      <Trans>Complete</Trans>
-                    </Button>
-                  )}
+                  <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
+                    {isExpanded ? (
+                      <LucideChevronDown
+                        className="text-muted-foreground h-5 w-5"
+                        onClick={() => setIsExpanded(false)}
+                      />
+                    ) : (
+                      <LucideChevronUp
+                        className="text-muted-foreground h-5 w-5"
+                        onClick={() => setIsExpanded(true)}
+                      />
+                    )}
+                  </Button>
                 </div>
               </div>
 
@@ -444,42 +372,40 @@ export const EmbedSignDocumentClientPage = ({
                         />
                       </div>
 
-                      {hasSignatureField && (
-                        <div>
-                          <Label htmlFor="Signature">
-                            <Trans>Signature</Trans>
-                          </Label>
+                      <div>
+                        <Label htmlFor="Signature">
+                          <Trans>Signature</Trans>
+                        </Label>
 
-                          <Card className="mt-2" gradient degrees={-120}>
-                            <CardContent className="p-0">
-                              <SignaturePad
-                                className="h-44 w-full"
-                                disabled={isThrottled || isSubmitting}
-                                defaultValue={signature ?? undefined}
-                                onChange={(value) => {
-                                  setSignature(value);
-                                }}
-                                onValidityChange={(isValid) => {
-                                  setSignatureValid(isValid);
-                                }}
-                                allowTypedSignature={Boolean(
-                                  metadata &&
-                                    'typedSignatureEnabled' in metadata &&
-                                    metadata.typedSignatureEnabled,
-                                )}
-                              />
-                            </CardContent>
-                          </Card>
+                        <Card className="mt-2" gradient degrees={-120}>
+                          <CardContent className="p-0">
+                            <SignaturePad
+                              className="h-44 w-full"
+                              disabled={isThrottled || isSubmitting}
+                              defaultValue={signature ?? undefined}
+                              onChange={(value) => {
+                                setSignature(value);
+                              }}
+                              onValidityChange={(isValid) => {
+                                setSignatureValid(isValid);
+                              }}
+                              allowTypedSignature={Boolean(
+                                metadata &&
+                                  'typedSignatureEnabled' in metadata &&
+                                  metadata.typedSignatureEnabled,
+                              )}
+                            />
+                          </CardContent>
+                        </Card>
 
-                          {hasSignatureField && !signatureValid && (
-                            <div className="text-destructive mt-2 text-sm">
-                              <Trans>
-                                Signature is too small. Please provide a more complete signature.
-                              </Trans>
-                            </div>
-                          )}
-                        </div>
-                      )}
+                        {hasSignatureField && !signatureValid && (
+                          <div className="text-destructive mt-2 text-sm">
+                            <Trans>
+                              Signature is too small. Please provide a more complete signature.
+                            </Trans>
+                          </div>
+                        )}
+                      </div>
                     </>
                   )}
                 </div>
@@ -494,7 +420,7 @@ export const EmbedSignDocumentClientPage = ({
                   </Button>
                 ) : (
                   <Button
-                    className={allowDocumentRejection ? 'col-start-2' : 'col-span-2'}
+                    className="col-start-2"
                     disabled={
                       isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
                     }

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

@@ -2,7 +2,6 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
-import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -63,16 +62,12 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
     return <EmbedPaywall />;
   }
 
-  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
     isDocumentPlatform(document),
     isUserEnterprise({
       userId: document.userId,
       teamId: document.teamId ?? undefined,
     }),
-    isUserCommunityPlan({
-      userId: document.userId,
-      teamId: document.teamId ?? undefined,
-    }),
   ]);
 
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -131,10 +126,8 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
           fields={fields}
           metadata={document.documentMeta}
           isCompleted={document.status === DocumentStatus.COMPLETED}
-          hidePoweredBy={
-            isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
-          }
-          allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
+          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+          isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
           allRecipients={allRecipients}
         />
       </DocumentAuthProvider>

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

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

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.9.1-rc.9",
+  "version": "1.9.1-rc.1",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.9.1-rc.9",
+      "version": "1.9.1-rc.1",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -106,7 +106,7 @@
     },
     "apps/web": {
       "name": "@documenso/web",
-      "version": "1.9.1-rc.9",
+      "version": "1.9.1-rc.1",
       "license": "AGPL-3.0",
       "dependencies": {
         "@documenso/api": "*",
@@ -35722,6 +35722,21 @@
       "engines": {
         "node": ">=6"
       }
+    },
+    "packages/trpc/node_modules/@next/swc-win32-ia32-msvc": {
+      "version": "14.2.6",
+      "resolved": "https://registry.npmjs.org/@next/swc-win32-ia32-msvc/-/swc-win32-ia32-msvc-14.2.6.tgz",
+      "integrity": "sha512-hNukAxq7hu4o5/UjPp5jqoBEtrpCbOmnUqZSKNJG8GrUVzfq0ucdhQFVrHcLRMvQcwqqDh1a5AJN9ORnNDpgBQ==",
+      "cpu": [
+        "ia32"
+      ],
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">= 10"
+      }
     }
   }
 }

package.json

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

packages/api/v1/implementation.ts

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

packages/api/v1/schema.ts

@@ -11,7 +11,7 @@ import {
   ZRecipientActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import {
   DocumentDataType,
   DocumentDistributionMethod,
@@ -270,12 +270,11 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
     )
     .refine(
       (schema) => {
-        const emails = schema.map((signer) => signer.email.toLowerCase());
         const ids = schema.map((signer) => signer.id);
 
-        return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
+        return new Set(ids).size === ids.length;
       },
-      { message: 'Recipient IDs and emails must be unique' },
+      { message: 'Recipient IDs must be unique' },
     ),
   meta: z
     .object({
@@ -299,7 +298,6 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
     })
     .optional(),
   formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
-  prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
 });
 
 export type TGenerateDocumentFromTemplateMutationSchema = z.infer<

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

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

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

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

packages/app-tests/e2e/document-flow/fields-step.spec.ts

@@ -0,0 +1,304 @@
+import { expect, test } from '@playwright/test';
+
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_FLOW]: add signature fields for unique recipients', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByLabel('Email').nth(1).fill('recipient2@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('Recipient 2');
+
+  // Advanced settings should not be visible for non EE users.
+  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('**/documents');
+
+  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
+});
+
+test('[DOCUMENT_FLOW]: add signature fields for duplicate recipients', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient');
+
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for each recipient
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(1).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(2).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 300,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('**/documents');
+
+  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
+});
+
+test('[DOCUMENT_FLOW]: add signature fields for recipients with different roles', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add a signer
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Documenso Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Add an approver
+  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Add a viewer
+  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Add a CC
+  await page.getByLabel('Email').nth(3).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(3).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for signer and approver
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page
+    .getByRole('option', { name: 'Documenso Recipient (recipient@documenso.com)' })
+    .nth(1)
+    .click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('**/documents');
+
+  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
+});
+
+test('[DOCUMENT_FLOW]: add signature fields for mixed recipients', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // First recipient (unique)
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('First Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Second recipient (duplicate of first)
+  await page.getByLabel('Email').nth(1).fill('recipient1@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('First Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Third recipient (unique)
+  await page.getByLabel('Email').nth(2).fill('recipient2@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Second Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Fourth recipient (duplicate of first)
+  await page.getByLabel('Email').nth(3).fill('recipient1@documenso.com');
+  await page.getByLabel('Name').nth(3).fill('First Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Fifth recipient (unique)
+  await page.getByLabel('Email').nth(4).fill('recipient3@documenso.com');
+  await page.getByLabel('Name').nth(4).fill('Third Recipient');
+  await page.getByRole('combobox').nth(4).click();
+  await page.getByLabel('Needs to sign').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for approver and signers
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Second Recipient (recipient2@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Third Recipient (recipient3@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 300,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('**/documents');
+
+  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
+});

packages/app-tests/e2e/document-flow/signers-step.spec.ts

@@ -91,3 +91,191 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   await page.getByRole('button', { name: 'Go Back' }).click();
   await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
 });
+
+test('[DOCUMENT_FLOW]: add only recipients with the same email address', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient');
+
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+});
+
+test('[DOCUMENT_FLOW]: duplicate email recipients', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add a signer
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Documenso Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Add an approver
+  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Add a viewer
+  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Add a CC
+  await page.getByLabel('Email').nth(3).fill('recipient@documenso.com');
+  await page.getByLabel('Name').nth(3).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+});
+
+test('[DOCUMENT_FLOW]: same email with different roles', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // First recipient (unique)
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('First Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Second recipient (duplicate of first)
+  await page.getByLabel('Email').nth(1).fill('recipient1@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('First Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Third recipient (unique)
+  await page.getByLabel('Email').nth(2).fill('recipient2@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Second Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Fourth recipient (duplicate of first)
+  await page.getByLabel('Email').nth(3).fill('recipient1@documenso.com');
+  await page.getByLabel('Name').nth(3).fill('First Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Fifth recipient (unique)
+  await page.getByLabel('Email').nth(4).fill('recipient3@documenso.com');
+  await page.getByLabel('Name').nth(4).fill('Third Recipient');
+  await page.getByRole('combobox').nth(4).click();
+  await page.getByLabel('Needs to sign').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+});
+
+test('[DOCUMENT_FLOW]: mixed unique and duplicate recipients', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // First recipient (unique)
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('First Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Second recipient (duplicate of first)
+  await page.getByLabel('Email').nth(1).fill('recipient1@documenso.com');
+  await page.getByLabel('Name').nth(1).fill('First Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Third recipient (unique)
+  await page.getByLabel('Email').nth(2).fill('recipient2@documenso.com');
+  await page.getByLabel('Name').nth(2).fill('Second Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Fourth recipient (duplicate of first)
+  await page.getByLabel('Email').nth(3).fill('recipient1@documenso.com');
+  await page.getByLabel('Name').nth(3).fill('First Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  // Fifth recipient (unique)
+  await page.getByLabel('Email').nth(4).fill('recipient3@documenso.com');
+  await page.getByLabel('Name').nth(4).fill('Third Recipient');
+  await page.getByRole('combobox').nth(4).click();
+  await page.getByLabel('Needs to sign').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+});

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

@@ -384,9 +384,7 @@ test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) =
       await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
     }
 
-    await page
-      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Complete' : 'Approve' })
-      .click();
+    await page.getByRole('button', { name: 'Complete' }).click();
     await page
       .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
       .click();
@@ -456,7 +454,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
   const { status } = await getDocumentByToken(token);
   expect(status).toBe(DocumentStatus.PENDING);
 
-  await page.getByRole('button', { name: 'Approve' }).click();
+  await page.getByRole('button', { name: 'Complete' }).click();
   await expect(page.getByRole('dialog').getByText('Complete Approval').first()).toBeVisible();
   await page.getByRole('button', { name: 'Approve' }).click();
 

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

@@ -0,0 +1,292 @@
+import { expect, test } from '@playwright/test';
+
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEMPLATE_FLOW]: add signature fields for unique recipients', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+  // Add 2 placeholder recipients.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(1).fill('recipient2@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient 2');
+
+  // Advanced settings should not be visible for non EE users.
+  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Save Template' }).click();
+
+  await page.waitForURL('**/templates');
+
+  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
+});
+
+test('[TEMPLATE_FLOW]: add signature fields for duplicate recipients', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient');
+
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for each recipient
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(1).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(2).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 300,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Save Template' }).click();
+
+  await page.waitForURL('**/templates');
+
+  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
+});
+
+test('[TEMPLATE_FLOW]: add signature fields for recipients with different roles', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+  // Add a placeholder recipient
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Documenso Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Add an approver
+  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Add a viewer
+  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Add a CC
+  await page.getByPlaceholder('Email').nth(3).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(3).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for signer and approver
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page
+    .getByRole('option', { name: 'Documenso Recipient (recipient@documenso.com)' })
+    .nth(1)
+    .click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Save Template' }).click();
+
+  await page.waitForURL('**/templates');
+
+  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
+});
+
+test('[TEMPLATE_FLOW]: add signature fields for mixed recipients', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+  // First placeholder recipient (unique)
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('First Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Second placeholder recipient (duplicate of first)
+  await page.getByPlaceholder('Email').nth(1).fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('First Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Third placeholder recipient (unique)
+  await page.getByPlaceholder('Email').nth(2).fill('recipient2@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Second Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Fourth placeholder recipient (duplicate of first)
+  await page.getByPlaceholder('Email').nth(3).fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').nth(3).fill('First Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Fifth placeholder recipient (unique)
+  await page.getByPlaceholder('Email').nth(4).fill('recipient3@documenso.com');
+  await page.getByPlaceholder('Name').nth(4).fill('Third Recipient');
+  await page.getByRole('combobox').nth(4).click();
+  await page.getByLabel('Needs to sign').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for approver and signers
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Second Recipient (recipient2@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Third Recipient (recipient3@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 300,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Save Template' }).click();
+
+  await page.waitForURL('**/templates');
+
+  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
+});

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

@@ -98,3 +98,135 @@ test('[TEMPLATE_FLOW]: add placeholder', async ({ page }) => {
   // Advanced settings should not be visible for non EE users.
   await expect(page.getByLabel('Show advanced settings')).toBeHidden();
 });
+
+test('[TEMPLATE_FLOW]: duplicate recipients', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Recipient');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+});
+
+test('[TEMPLATE_FLOW]: same email different roles', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add a signer
+  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').fill('Documenso Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Add an approver
+  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Add a viewer
+  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Add a CC
+  await page.getByPlaceholder('Email').nth(3).fill('recipient@documenso.com');
+  await page.getByPlaceholder('Name').nth(3).fill('Documenso Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+});
+
+test('[TEMPLATE_FLOW]: mixed recipients', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // First recipient (unique)
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('First Recipient');
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Second recipient (duplicate of first)
+  await page.getByPlaceholder('Email').nth(1).fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('First Recipient');
+  await page.getByRole('combobox').nth(1).click();
+  await page.getByLabel('Needs to view').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Third recipient (unique)
+  await page.getByPlaceholder('Email').nth(2).fill('recipient2@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Second Recipient');
+  await page.getByRole('combobox').nth(2).click();
+  await page.getByLabel('Needs to sign').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Fourth recipient (duplicate of first)
+  await page.getByPlaceholder('Email').nth(3).fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').nth(3).fill('First Recipient');
+  await page.getByRole('combobox').nth(3).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  // Fifth recipient (unique)
+  await page.getByPlaceholder('Email').nth(4).fill('recipient3@documenso.com');
+  await page.getByPlaceholder('Name').nth(4).fill('Third Recipient');
+  await page.getByRole('combobox').nth(4).click();
+  await page.getByLabel('Needs to sign').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+});

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

@@ -110,14 +110,13 @@ test('[TEMPLATE]: should create a document from a template', async ({ page }) =>
   await page.getByRole('button', { name: 'Save template' }).click();
 
   // Use template
-  await page.waitForURL('/templates');
+  await page.waitForURL('**/templates');
   await page.getByRole('button', { name: 'Use Template' }).click();
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the correct values.
-  await page.waitForURL(/documents/);
-
-  const documentId = Number(page.url().split('/').pop());
+  await page.waitForURL(/\/documents\/\d+/);
+  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -250,9 +249,8 @@ test('[TEMPLATE]: should create a team document from a team template', async ({
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the correct values.
-  await page.waitForURL(/documents/);
-
-  const documentId = Number(page.url().split('/').pop());
+  await page.waitForURL(/\/documents\/\d+/);
+  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -353,9 +351,8 @@ test('[TEMPLATE]: should create a document from a template with custom document'
     await page.getByRole('button', { name: 'Create as draft' }).click();
 
     // Review that the document was created with the custom document data
-    await page.waitForURL(/documents/);
-
-    const documentId = Number(page.url().split('/').pop());
+    await page.waitForURL(/\/documents\/\d+/);
+    const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
 
     const document = await prisma.document.findFirstOrThrow({
       where: {
@@ -434,9 +431,8 @@ test('[TEMPLATE]: should create a team document from a template with custom docu
     await page.getByRole('button', { name: 'Create as draft' }).click();
 
     // Review that the document was created with the custom document data
-    await page.waitForURL(/documents/);
-
-    const documentId = Number(page.url().split('/').pop());
+    await page.waitForURL(/\/documents\/\d+/);
+    const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
 
     const document = await prisma.document.findFirstOrThrow({
       where: {
@@ -500,9 +496,8 @@ test('[TEMPLATE]: should create a document from a template using template docume
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the template's document data
-  await page.waitForURL(/documents/);
-
-  const documentId = Number(page.url().split('/').pop());
+  await page.waitForURL(/\/documents\/\d+/);
+  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -591,9 +586,8 @@ test('[TEMPLATE]: should persist document visibility when creating from template
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the correct visibility
-  await page.waitForURL(/documents/);
-
-  const documentId = Number(page.url().split('/').pop());
+  await page.waitForURL(/\/documents\/\d+/);
+  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -616,3 +610,368 @@ test('[TEMPLATE]: should persist document visibility when creating from template
   // Template should not be visible to regular member
   await expect(page.getByRole('button', { name: 'Use Template' })).not.toBeVisible();
 });
+
+/**
+ * This test verifies that we can create a document from a template with duplicate recipients
+ **/
+test('[TEMPLATE]: should create a document from a template with duplicate recipients', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  const isBillingEnabled =
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
+
+  await seedUserSubscription({
+    userId: user.id,
+    priceId: enterprisePriceId,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  // Set template title.
+  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
+
+  // Set template document access.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set EE action auth.
+  if (isBillingEnabled) {
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+  }
+
+  // Set email options.
+  await page.getByRole('button', { name: 'Email Options' }).click();
+  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
+  await page.getByLabel('Message (Optional)').fill('MESSAGE');
+
+  // Set advanced options.
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
+  await page.getByLabel('DD/MM/YYYY').click();
+
+  await page.locator('.time-zone-field').click();
+  await page.getByRole('option', { name: 'Etc/UTC' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByPlaceholder('Email').nth(1).fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient 1');
+
+  // Apply require passkey for Recipient 1.
+  if (isBillingEnabled) {
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+  }
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for each recipient
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).nth(1).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Save template' }).click();
+
+  // Use template
+  await page.waitForURL('**/templates');
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create as draft' }).click();
+
+  // Review that the document was created with the correct values.
+  await page.waitForURL(/\/documents\/\d+/);
+  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      recipients: true,
+      documentMeta: true,
+    },
+  });
+
+  const documentAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  expect(document.title).toEqual('TEMPLATE_TITLE');
+  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
+  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
+    isBillingEnabled ? 'PASSKEY' : null,
+  );
+  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
+  expect(document.documentMeta?.message).toEqual('MESSAGE');
+  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
+  expect(document.documentMeta?.subject).toEqual('SUBJECT');
+  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
+
+  const recipientOne = document.recipients[0];
+  const recipientTwo = document.recipients[1];
+
+  const recipientOneAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientOne.authOptions,
+  });
+
+  const recipientTwoAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientTwo.authOptions,
+  });
+
+  if (isBillingEnabled) {
+    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
+  }
+
+  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+
+  await page.getByRole('link', { name: 'Edit' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await expect(page.getByText('SignatureRE').first()).toBeVisible();
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'recipient1@documenso.com' }).nth(1).click();
+
+  await expect(page.getByText('SignatureRE').nth(1)).toBeVisible();
+});
+
+/**
+ * This test verifies that we can create a document from a template with a mix of duplicate and unique recipients
+ **/
+test('[TEMPLATE]: should create a document from a template with mixed duplicate and unique recipients', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  const isBillingEnabled =
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
+
+  await seedUserSubscription({
+    userId: user.id,
+    priceId: enterprisePriceId,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  // Set template title.
+  await page.getByLabel('Title').fill('TEMPLATE_MIXED_RECIPIENTS');
+
+  // Set template document access.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set EE action auth.
+  if (isBillingEnabled) {
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+  }
+
+  // Set email options.
+  await page.getByRole('button', { name: 'Email Options' }).click();
+  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
+  await page.getByLabel('Message (Optional)').fill('MESSAGE');
+
+  // Set advanced options.
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
+  await page.getByLabel('DD/MM/YYYY').click();
+
+  await page.locator('.time-zone-field').click();
+  await page.getByRole('option', { name: 'Etc/UTC' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 4 signers: 2 duplicates of recipient1 and 2 unique recipients
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(1).fill('recipient2@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient 2');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(2).fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').nth(2).fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(3).fill('recipient3@documenso.com');
+  await page.getByPlaceholder('Name').nth(3).fill('Recipient 3');
+
+  // Apply require passkey for first instance of Recipient 1
+  if (isBillingEnabled) {
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+  }
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  // Add signature fields for each recipient
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 200,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).nth(1).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 300,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'Recipient 3 (recipient3@documenso.com)' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 400,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Save template' }).click();
+
+  // Use template
+  await page.waitForURL('**/templates');
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create as draft' }).click();
+
+  // Review that the document was created with the correct values.
+  await page.waitForURL(/\/documents\/\d+/);
+  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      recipients: {
+        orderBy: {
+          email: 'asc',
+        },
+      },
+      documentMeta: true,
+    },
+  });
+
+  const documentAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  expect(document.title).toEqual('TEMPLATE_MIXED_RECIPIENTS');
+  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
+  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
+    isBillingEnabled ? 'PASSKEY' : null,
+  );
+  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
+  expect(document.documentMeta?.message).toEqual('MESSAGE');
+  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
+  expect(document.documentMeta?.subject).toEqual('SUBJECT');
+  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
+
+  // Check auth settings for first instance of recipient1
+  const firstRecipientOne = document.recipients[0];
+  const firstRecipientOneAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: firstRecipientOne.authOptions,
+  });
+
+  if (isBillingEnabled) {
+    expect(firstRecipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
+  }
+
+  expect(firstRecipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+
+  await page.getByRole('link', { name: 'Edit' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await expect(page.getByText('SignatureRE').first()).toBeVisible();
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'recipient2@documenso.com' }).click();
+  await expect(page.getByText('SignatureRE').nth(1)).toBeVisible();
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'recipient1@documenso.com' }).nth(1).click();
+  await expect(page.getByText('SignatureRE').nth(2)).toBeVisible();
+
+  await page.getByRole('combobox').click();
+  await page.getByRole('option', { name: 'recipient3@documenso.com' }).click();
+  await expect(page.getByText('SignatureRE').nth(3)).toBeVisible();
+});

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

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

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

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

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

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

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

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

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

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

packages/lib/server-only/field/set-fields-for-document.ts

@@ -72,6 +72,22 @@ export const setFieldsForDocument = async ({
     });
   }
 
+  // Check that every signer has a signature field
+  const signers = document.recipients.filter((recipient) => recipient.role === 'SIGNER');
+  const hasEverySignerSignature = signers.every((signer) =>
+    fields.some(
+      (field) =>
+        (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
+        field.recipientId === signer.id,
+    ),
+  );
+
+  if (!hasEverySignerSignature) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Every signer must have at least one signature field',
+    });
+  }
+
   if (document.completedAt) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
       message: 'Document already complete',
@@ -94,9 +110,7 @@ export const setFieldsForDocument = async ({
   const linkedFields = fields.map((field) => {
     const existing = existingFields.find((existingField) => existingField.id === field.id);
 
-    const recipient = document.recipients.find(
-      (recipient) => recipient.email.toLowerCase() === field.signerEmail.toLowerCase(),
-    );
+    const recipient = document.recipients.find((recipient) => recipient.id === field.recipientId);
 
     // Each field MUST have a recipient associated with it.
     if (!recipient) {
@@ -236,10 +250,8 @@ export const setFieldsForDocument = async ({
             },
             recipient: {
               connect: {
-                documentId_email: {
-                  documentId,
-                  email: fieldSignerEmail,
-                },
+                documentId,
+                id: field.recipientId,
               },
             },
           },
@@ -340,6 +352,7 @@ type FieldData = {
   id?: number | null;
   type: FieldType;
   signerEmail: string;
+  recipientId: number;
   pageNumber: number;
   pageX: number;
   pageY: number;

packages/lib/server-only/field/set-fields-for-template.ts

@@ -22,6 +22,7 @@ export type SetFieldsForTemplateOptions = {
   fields: {
     id?: number | null;
     type: FieldType;
+    signerId: number;
     signerEmail: string;
     pageNumber: number;
     pageX: number;
@@ -57,12 +58,29 @@ export const setFieldsForTemplate = async ({
             teamId: null,
           }),
     },
+    include: {
+      recipients: true,
+    },
   });
 
   if (!template) {
     throw new Error('Template not found');
   }
 
+  // Check that every signer has a signature field
+  const signers = template.recipients.filter((recipient) => recipient.role === 'SIGNER');
+  const hasEverySignerSignature = signers.every((signer) =>
+    fields.some(
+      (field) =>
+        (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
+        field.signerId === signer.id,
+    ),
+  );
+
+  if (!hasEverySignerSignature) {
+    throw new Error('Every signer must have at least one signature field');
+  }
+
   const existingFields = await prisma.field.findMany({
     where: {
       templateId,
@@ -180,10 +198,8 @@ export const setFieldsForTemplate = async ({
           },
           recipient: {
             connect: {
-              templateId_email: {
-                templateId,
-                email: field.signerEmail.toLowerCase(),
-              },
+              templateId,
+              id: field.signerId,
             },
           },
         },

packages/lib/server-only/recipient/set-document-recipients.ts

@@ -125,16 +125,12 @@ export const setDocumentRecipients = async ({
 
   const removedRecipients = existingRecipients.filter(
     (existingRecipient) =>
-      !normalizedRecipients.find(
-        (recipient) =>
-          recipient.id === existingRecipient.id || recipient.email === existingRecipient.email,
-      ),
+      !normalizedRecipients.find((recipient) => recipient.id === existingRecipient.id),
   );
 
   const linkedRecipients = normalizedRecipients.map((recipient) => {
     const existing = existingRecipients.find(
-      (existingRecipient) =>
-        existingRecipient.id === recipient.id || existingRecipient.email === recipient.email,
+      (existingRecipient) => existingRecipient.id === recipient.id,
     );
 
     if (

packages/lib/server-only/recipient/set-template-recipients.ts

@@ -103,10 +103,7 @@ export const setTemplateRecipients = async ({
 
   const removedRecipients = existingRecipients.filter(
     (existingRecipient) =>
-      !normalizedRecipients.find(
-        (recipient) =>
-          recipient.id === existingRecipient.id || recipient.email === existingRecipient.email,
-      ),
+      !normalizedRecipients.find((recipient) => recipient.id === existingRecipient.id),
   );
 
   if (template.directLink !== null) {
@@ -133,14 +130,10 @@ export const setTemplateRecipients = async ({
 
   const linkedRecipients = normalizedRecipients.map((recipient) => {
     const existing = existingRecipients.find(
-      (existingRecipient) =>
-        existingRecipient.id === recipient.id || existingRecipient.email === recipient.email,
+      (existingRecipient) => existingRecipient.id === recipient.id,
     );
 
-    return {
-      ...recipient,
-      _persisted: existing,
-    };
+    return { ...recipient, _persisted: existing };
   });
 
   const persistedRecipients = await prisma.$transaction(async (tx) => {

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

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

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

@@ -141,10 +141,8 @@ export const createDocumentFromTemplateLegacy = async ({
 
         return await prisma.recipient.upsert({
           where: {
-            documentId_email: {
-              documentId: document.id,
-              email: existingRecipient?.email ?? recipient.email,
-            },
+            documentId: document.id,
+            id: existingRecipient?.id,
           },
           update: {
             name: recipient.name,

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

@@ -1,5 +1,3 @@
-import { match } from 'ts-pattern';
-
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
 import type { DocumentDistributionMethod } from '@documenso/prisma/client';
@@ -19,20 +17,7 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import type { TDocumentEmailSettings } from '../../types/document-email';
-import type {
-  TCheckboxFieldMeta,
-  TDropdownFieldMeta,
-  TFieldMetaPrefillFieldsSchema,
-  TNumberFieldMeta,
-  TRadioFieldMeta,
-  TTextFieldMeta,
-} from '../../types/field-meta';
-import {
-  ZCheckboxFieldMeta,
-  ZDropdownFieldMeta,
-  ZFieldMetaSchema,
-  ZRadioFieldMeta,
-} from '../../types/field-meta';
+import { ZFieldMetaSchema } from '../../types/field-meta';
 import {
   ZWebhookDocumentSchema,
   mapDocumentToWebhookDocumentPayload,
@@ -65,7 +50,6 @@ export type CreateDocumentFromTemplateOptions = {
     email: string;
     signingOrder?: number | null;
   }[];
-  prefillFields?: TFieldMetaPrefillFieldsSchema[];
   customDocumentDataId?: string;
 
   /**
@@ -88,165 +72,6 @@ export type CreateDocumentFromTemplateOptions = {
   requestMetadata: ApiRequestMetadata;
 };
 
-const getUpdatedFieldMeta = (field: Field, prefillField?: TFieldMetaPrefillFieldsSchema) => {
-  if (!prefillField) {
-    return field.fieldMeta;
-  }
-
-  const advancedField = ['NUMBER', 'RADIO', 'CHECKBOX', 'DROPDOWN', 'TEXT'].includes(field.type);
-
-  if (!advancedField) {
-    throw new AppError(AppErrorCode.INVALID_BODY, {
-      message: `Field ${field.id} is not an advanced field and cannot have field meta information. Allowed types: NUMBER, RADIO, CHECKBOX, DROPDOWN, TEXT.`,
-    });
-  }
-
-  // We've already validated that the field types match at a higher level
-  // Start with the existing field meta or an empty object
-  const existingMeta = field.fieldMeta || {};
-
-  // Apply type-specific updates based on the prefill field type using ts-pattern
-  return match(prefillField)
-    .with({ type: 'text' }, (field) => {
-      if (typeof field.value !== 'string') {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Invalid value for TEXT field ${field.id}: expected string, got ${typeof field.value}`,
-        });
-      }
-
-      const meta: TTextFieldMeta = {
-        ...existingMeta,
-        type: 'text',
-        label: field.label,
-        text: field.value,
-      };
-
-      return meta;
-    })
-    .with({ type: 'number' }, (field) => {
-      if (typeof field.value !== 'string') {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Invalid value for NUMBER field ${field.id}: expected string, got ${typeof field.value}`,
-        });
-      }
-
-      const meta: TNumberFieldMeta = {
-        ...existingMeta,
-        type: 'number',
-        label: field.label,
-        value: field.value,
-      };
-
-      return meta;
-    })
-    .with({ type: 'radio' }, (field) => {
-      if (typeof field.value !== 'string') {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Invalid value for RADIO field ${field.id}: expected string, got ${typeof field.value}`,
-        });
-      }
-
-      const result = ZRadioFieldMeta.safeParse(existingMeta);
-
-      if (!result.success) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Invalid field meta for RADIO field ${field.id}`,
-        });
-      }
-
-      const radioMeta = result.data;
-
-      // Validate that the value exists in the options
-      const valueExists = radioMeta.values?.some((option) => option.value === field.value);
-
-      if (!valueExists) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Value "${field.value}" not found in options for RADIO field ${field.id}`,
-        });
-      }
-
-      const newValues = radioMeta.values?.map((option) => ({
-        ...option,
-        checked: option.value === field.value,
-      }));
-
-      const meta: TRadioFieldMeta = {
-        ...existingMeta,
-        type: 'radio',
-        label: field.label,
-        values: newValues,
-      };
-
-      return meta;
-    })
-    .with({ type: 'checkbox' }, (field) => {
-      const result = ZCheckboxFieldMeta.safeParse(existingMeta);
-
-      if (!result.success) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Invalid field meta for CHECKBOX field ${field.id}`,
-        });
-      }
-
-      const checkboxMeta = result.data;
-
-      // Validate that all values exist in the options
-      for (const value of field.value) {
-        const valueExists = checkboxMeta.values?.some((option) => option.value === value);
-
-        if (!valueExists) {
-          throw new AppError(AppErrorCode.INVALID_BODY, {
-            message: `Value "${value}" not found in options for CHECKBOX field ${field.id}`,
-          });
-        }
-      }
-
-      const newValues = checkboxMeta.values?.map((option) => ({
-        ...option,
-        checked: field.value.includes(option.value),
-      }));
-
-      const meta: TCheckboxFieldMeta = {
-        ...existingMeta,
-        type: 'checkbox',
-        label: field.label,
-        values: newValues,
-      };
-
-      return meta;
-    })
-    .with({ type: 'dropdown' }, (field) => {
-      const result = ZDropdownFieldMeta.safeParse(existingMeta);
-
-      if (!result.success) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Invalid field meta for DROPDOWN field ${field.id}`,
-        });
-      }
-
-      const dropdownMeta = result.data;
-
-      // Validate that the value exists in the options if values are defined
-      const valueExists = dropdownMeta.values?.some((option) => option.value === field.value);
-
-      if (!valueExists) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Value "${field.value}" not found in options for DROPDOWN field ${field.id}`,
-        });
-      }
-
-      const meta: TDropdownFieldMeta = {
-        ...existingMeta,
-        type: 'dropdown',
-        label: field.label,
-        defaultValue: field.value,
-      };
-
-      return meta;
-    })
-    .otherwise(() => field.fieldMeta);
-};
-
 export const createDocumentFromTemplate = async ({
   templateId,
   externalId,
@@ -256,7 +81,6 @@ export const createDocumentFromTemplate = async ({
   customDocumentDataId,
   override,
   requestMetadata,
-  prefillFields,
 }: CreateDocumentFromTemplateOptions) => {
   const template = await prisma.template.findUnique({
     where: {
@@ -432,76 +256,40 @@ export const createDocumentFromTemplate = async ({
       },
     });
 
+    const recipientMapping = new Map<number, number>();
+
+    template.recipients.forEach((templateRecipient, index) => {
+      const documentRecipient = document.recipients[index];
+
+      if (documentRecipient) {
+        recipientMapping.set(templateRecipient.id, documentRecipient.id);
+      }
+    });
+
     let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
 
-    // Get all template field IDs first so we can validate later
-    const allTemplateFieldIds = finalRecipients.flatMap((recipient) =>
-      recipient.fields.map((field) => field.id),
-    );
-
-    if (prefillFields?.length) {
-      // Validate that all prefill field IDs exist in the template
-      const invalidFieldIds = prefillFields
-        .map((prefillField) => prefillField.id)
-        .filter((id) => !allTemplateFieldIds.includes(id));
-
-      if (invalidFieldIds.length > 0) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `The following field IDs do not exist in the template: ${invalidFieldIds.join(', ')}`,
-        });
-      }
-
-      // Validate that all prefill fields have the correct type
-      for (const prefillField of prefillFields) {
-        const templateField = finalRecipients
-          .flatMap((recipient) => recipient.fields)
-          .find((field) => field.id === prefillField.id);
-
-        if (!templateField) {
-          // This should never happen due to the previous validation, but just in case
-          throw new AppError(AppErrorCode.INVALID_BODY, {
-            message: `Field with ID ${prefillField.id} not found in the template`,
-          });
-        }
-
-        const expectedType = templateField.type.toLowerCase();
-        const actualType = prefillField.type;
-
-        if (expectedType !== actualType) {
-          throw new AppError(AppErrorCode.INVALID_BODY, {
-            message: `Field type mismatch for field ${prefillField.id}: expected ${expectedType}, got ${actualType}`,
-          });
-        }
-      }
-    }
-
-    Object.values(finalRecipients).forEach(({ email, fields }) => {
-      const recipient = document.recipients.find((recipient) => recipient.email === email);
+    finalRecipients.forEach(({ templateRecipientId, fields }) => {
+      const documentRecipientId = recipientMapping.get(templateRecipientId);
+      const recipient = document.recipients.find((r) => r.id === documentRecipientId);
 
       if (!recipient) {
         throw new Error('Recipient not found.');
       }
 
       fieldsToCreate = fieldsToCreate.concat(
-        fields.map((field) => {
-          const prefillField = prefillFields?.find((value) => value.id === field.id);
-          // Use type assertion to help TypeScript understand the structure
-          const updatedFieldMeta = getUpdatedFieldMeta(field, prefillField);
-
-          return {
-            documentId: document.id,
-            recipientId: recipient.id,
-            type: field.type,
-            page: field.page,
-            positionX: field.positionX,
-            positionY: field.positionY,
-            width: field.width,
-            height: field.height,
-            customText: '',
-            inserted: false,
-            fieldMeta: updatedFieldMeta,
-          };
-        }),
+        fields.map((field) => ({
+          documentId: document.id,
+          recipientId: recipient.id,
+          type: field.type,
+          page: field.page,
+          positionX: field.positionX,
+          positionY: field.positionY,
+          width: field.width,
+          height: field.height,
+          customText: '',
+          inserted: false,
+          fieldMeta: field.fieldMeta,
+        })),
       );
     });
 

packages/lib/types/field-meta.ts

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

packages/prisma/migrations/20250205122523_remove_unique_email_recipient/migration.sql

@@ -0,0 +1,2 @@
+-- DropIndex
+DROP INDEX "Recipient_documentId_email_key";

packages/prisma/migrations/20250206120241_add_email_index_recipient_model/migration.sql

@@ -0,0 +1,5 @@
+-- DropIndex
+DROP INDEX "Recipient_templateId_email_key";
+
+-- CreateIndex
+CREATE INDEX "Recipient_email_idx" ON "Recipient"("email");

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

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

packages/prisma/schema.prisma

@@ -270,25 +270,18 @@ model Account {
   scope             String?
   id_token          String? @db.Text
   session_state     String?
-  password          String?
 
-  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
+  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
 
   @@unique([provider, providerAccountId])
 }
 
 model Session {
-  id           String @id @default(cuid())
-  sessionToken String @unique
+  id           String   @id @default(cuid())
+  sessionToken String   @unique
   userId       Int
-
-  ipAddress String?
-  userAgent String?
-  expiresAt DateTime
-  createdAt DateTime @default(now())
-  updatedAt DateTime @updatedAt
-
-  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
+  expires      DateTime
+  user         User?    @relation(fields: [userId], references: [id], onDelete: Cascade)
 }
 
 enum DocumentStatus {
@@ -450,11 +443,10 @@ model Recipient {
   fields            Field[]
   signatures        Signature[]
 
-  @@unique([documentId, email])
-  @@unique([templateId, email])
   @@index([documentId])
   @@index([templateId])
   @@index([token])
+  @@index([email])
 }
 
 enum FieldType {

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

@@ -192,14 +192,6 @@ export const ZCreateDocumentV2RequestSchema = z.object({
           .optional(),
       }),
     )
-    .refine(
-      (recipients) => {
-        const emails = recipients.map((recipient) => recipient.email);
-
-        return new Set(emails).size === emails.length;
-      },
-      { message: 'Recipients must have unique emails' },
-    )
     .optional(),
   meta: z
     .object({

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

@@ -232,8 +232,9 @@ export const fieldRouter = router({
         teamId,
         fields: fields.map((field) => ({
           id: field.nativeId,
-          signerEmail: field.signerEmail,
+          recipientId: field.recipientId,
           type: field.type,
+          signerEmail: field.signerEmail,
           pageNumber: field.pageNumber,
           pageX: field.pageX,
           pageY: field.pageY,
@@ -429,6 +430,7 @@ export const fieldRouter = router({
         teamId,
         fields: fields.map((field) => ({
           id: field.nativeId,
+          signerId: field.recipientId,
           signerEmail: field.signerEmail,
           type: field.type,
           pageNumber: field.pageNumber,
@@ -452,7 +454,7 @@ export const fieldRouter = router({
       return await signFieldWithToken({
         token,
         fieldId,
-        value: value ?? '',
+        value,
         isBase64,
         userId: ctx.user?.id,
         authOptions,

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

@@ -112,13 +112,15 @@ export const ZSetDocumentFieldsRequestSchema = z.object({
     z.object({
       formId: z.string().min(1),
       nativeId: z.number().optional(),
+      id: z.number().optional(),
       type: z.nativeEnum(FieldType),
+      recipientId: z.number(),
       signerEmail: z.string().min(1),
-      pageNumber: z.number().min(1),
-      pageX: z.number().min(0),
-      pageY: z.number().min(0),
-      pageWidth: z.number().min(0),
-      pageHeight: z.number().min(0),
+      pageNumber: ZFieldPageNumberSchema,
+      pageX: ZFieldPageXSchema,
+      pageY: ZFieldPageYSchema,
+      pageWidth: ZFieldWidthSchema,
+      pageHeight: ZFieldHeightSchema,
       fieldMeta: ZFieldMetaSchema,
     }),
   ),
@@ -136,6 +138,8 @@ export const ZSetFieldsForTemplateRequestSchema = z.object({
       nativeId: z.number().optional(),
       type: z.nativeEnum(FieldType),
       signerEmail: z.string().min(1),
+      recipientId: z.number().min(1),
+      signerId: z.number().min(1),
       pageNumber: z.number().min(1),
       pageX: z.number().min(0),
       pageY: z.number().min(0),
@@ -153,7 +157,7 @@ export const ZSetFieldsForTemplateResponseSchema = z.object({
 export const ZSignFieldWithTokenMutationSchema = z.object({
   token: z.string(),
   fieldId: z.number(),
-  value: z.string().trim().optional(),
+  value: z.string().trim(),
   isBase64: z.boolean().optional(),
   authOptions: ZRecipientActionAuthSchema.optional(),
 });

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

@@ -49,16 +49,7 @@ export const ZCreateDocumentRecipientResponseSchema = ZRecipientLiteSchema;
 
 export const ZCreateDocumentRecipientsRequestSchema = z.object({
   documentId: z.number(),
-  recipients: z.array(ZCreateRecipientSchema).refine(
-    (recipients) => {
-      const emails = recipients.map((recipient) => recipient.email.toLowerCase());
-
-      return new Set(emails).size === emails.length;
-    },
-    {
-      message: 'Recipients must have unique emails',
-    },
-  ),
+  recipients: z.array(ZCreateRecipientSchema),
 });
 
 export const ZCreateDocumentRecipientsResponseSchema = z.object({
@@ -74,18 +65,7 @@ export const ZUpdateDocumentRecipientResponseSchema = ZRecipientSchema;
 
 export const ZUpdateDocumentRecipientsRequestSchema = z.object({
   documentId: z.number(),
-  recipients: z.array(ZUpdateRecipientSchema).refine(
-    (recipients) => {
-      const emails = recipients
-        .filter((recipient) => recipient.email !== undefined)
-        .map((recipient) => recipient.email?.toLowerCase());
-
-      return new Set(emails).size === emails.length;
-    },
-    {
-      message: 'Recipients must have unique emails',
-    },
-  ),
+  recipients: z.array(ZUpdateRecipientSchema),
 });
 
 export const ZUpdateDocumentRecipientsResponseSchema = z.object({
@@ -96,29 +76,19 @@ export const ZDeleteDocumentRecipientRequestSchema = z.object({
   recipientId: z.number(),
 });
 
-export const ZSetDocumentRecipientsRequestSchema = z
-  .object({
-    documentId: z.number(),
-    recipients: z.array(
-      z.object({
-        nativeId: z.number().optional(),
-        email: z.string().toLowerCase().email().min(1),
-        name: z.string(),
-        role: z.nativeEnum(RecipientRole),
-        signingOrder: z.number().optional(),
-        actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
-      }),
-    ),
-  })
-  .refine(
-    (schema) => {
-      const emails = schema.recipients.map((recipient) => recipient.email.toLowerCase());
-
-      return new Set(emails).size === emails.length;
-    },
-    // Dirty hack to handle errors when .root is populated for an array type
-    { message: 'Recipients must have unique emails', path: ['recipients__root'] },
-  );
+export const ZSetDocumentRecipientsRequestSchema = z.object({
+  documentId: z.number(),
+  recipients: z.array(
+    z.object({
+      nativeId: z.number().optional(),
+      email: z.string().toLowerCase().email().min(1),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+      signingOrder: z.number().optional(),
+      actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
+    }),
+  ),
+});
 
 export const ZSetDocumentRecipientsResponseSchema = z.object({
   recipients: ZRecipientLiteSchema.array(),
@@ -133,16 +103,7 @@ export const ZCreateTemplateRecipientResponseSchema = ZRecipientLiteSchema;
 
 export const ZCreateTemplateRecipientsRequestSchema = z.object({
   templateId: z.number(),
-  recipients: z.array(ZCreateRecipientSchema).refine(
-    (recipients) => {
-      const emails = recipients.map((recipient) => recipient.email);
-
-      return new Set(emails).size === emails.length;
-    },
-    {
-      message: 'Recipients must have unique emails',
-    },
-  ),
+  recipients: z.array(ZCreateRecipientSchema),
 });
 
 export const ZCreateTemplateRecipientsResponseSchema = z.object({
@@ -158,18 +119,7 @@ export const ZUpdateTemplateRecipientResponseSchema = ZRecipientSchema;
 
 export const ZUpdateTemplateRecipientsRequestSchema = z.object({
   templateId: z.number(),
-  recipients: z.array(ZUpdateRecipientSchema).refine(
-    (recipients) => {
-      const emails = recipients
-        .filter((recipient) => recipient.email !== undefined)
-        .map((recipient) => recipient.email);
-
-      return new Set(emails).size === emails.length;
-    },
-    {
-      message: 'Recipients must have unique emails',
-    },
-  ),
+  recipients: z.array(ZUpdateRecipientSchema),
 });
 
 export const ZUpdateTemplateRecipientsResponseSchema = z.object({
@@ -180,29 +130,19 @@ export const ZDeleteTemplateRecipientRequestSchema = z.object({
   recipientId: z.number(),
 });
 
-export const ZSetTemplateRecipientsRequestSchema = z
-  .object({
-    templateId: z.number(),
-    recipients: z.array(
-      z.object({
-        nativeId: z.number().optional(),
-        email: z.string().toLowerCase().email().min(1),
-        name: z.string(),
-        role: z.nativeEnum(RecipientRole),
-        signingOrder: z.number().optional(),
-        actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
-      }),
-    ),
-  })
-  .refine(
-    (schema) => {
-      const emails = schema.recipients.map((recipient) => recipient.email);
-
-      return new Set(emails).size === emails.length;
-    },
-    // Dirty hack to handle errors when .root is populated for an array type
-    { message: 'Recipients must have unique emails', path: ['recipients__root'] },
-  );
+export const ZSetTemplateRecipientsRequestSchema = z.object({
+  templateId: z.number(),
+  recipients: z.array(
+    z.object({
+      nativeId: z.number().optional(),
+      email: z.string().toLowerCase().email().min(1),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+      signingOrder: z.number().optional(),
+      actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
+    }),
+  ),
+});
 
 export const ZSetTemplateRecipientsResponseSchema = z.object({
   recipients: ZRecipientLiteSchema.array(),

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

@@ -227,8 +227,7 @@ export const templateRouter = router({
     .output(ZCreateDocumentFromTemplateResponseSchema)
     .mutation(async ({ ctx, input }) => {
       const { teamId } = ctx;
-      const { templateId, recipients, distributeDocument, customDocumentDataId, prefillFields } =
-        input;
+      const { templateId, recipients, distributeDocument, customDocumentDataId } = input;
 
       const limits = await getServerLimits({ email: ctx.user.email, teamId });
 
@@ -243,7 +242,6 @@ export const templateRouter = router({
         recipients,
         customDocumentDataId,
         requestMetadata: ctx.metadata,
-        prefillFields,
       });
 
       if (distributeDocument) {

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

@@ -6,7 +6,6 @@ import {
   ZDocumentActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
 import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
 import {
   ZTemplateLiteSchema,
@@ -52,12 +51,7 @@ export const ZCreateDocumentFromTemplateRequestSchema = z.object({
         name: z.string().optional(),
       }),
     )
-    .describe('The information of the recipients to create the document with.')
-    .refine((recipients) => {
-      const emails = recipients.map((signer) => signer.email);
-
-      return new Set(emails).size === emails.length;
-    }, 'Recipients must have unique emails'),
+    .describe('The information of the recipients to create the document with.'),
   distributeDocument: z
     .boolean()
     .describe('Whether to create the document as pending and distribute it to recipients.')
@@ -68,7 +62,6 @@ export const ZCreateDocumentFromTemplateRequestSchema = z.object({
       'The data ID of an alternative PDF to use when creating the document. If not provided, the PDF attached to the template will be used.',
     )
     .optional(),
-  prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
 });
 
 export const ZCreateDocumentFromTemplateResponseSchema = ZDocumentSchema;

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

@@ -92,6 +92,7 @@ export type FieldFormType = {
   pageY: number;
   pageWidth: number;
   pageHeight: number;
+  recipientId: number;
   signerEmail: string;
   fieldMeta?: FieldMeta;
 };
@@ -143,6 +144,7 @@ export const AddFieldsFormPartial = ({
         pageY: Number(field.positionY),
         pageWidth: Number(field.width),
         pageHeight: Number(field.height),
+        recipientId: field.recipientId,
         signerEmail:
           recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
         fieldMeta: field.fieldMeta ? ZFieldMetaSchema.parse(field.fieldMeta) : undefined,
@@ -348,6 +350,7 @@ export const AddFieldsFormPartial = ({
         pageY,
         pageWidth: fieldPageWidth,
         pageHeight: fieldPageHeight,
+        recipientId: selectedSigner.id,
         signerEmail: selectedSigner.email,
         fieldMeta: undefined,
       };
@@ -441,6 +444,7 @@ export const AddFieldsFormPartial = ({
         const newField: TAddFieldsFormSchema['fields'][0] = {
           ...structuredClone(lastActiveField),
           formId: nanoid(12),
+          recipientId: selectedSigner?.id ?? lastActiveField.recipientId,
           signerEmail: selectedSigner?.email ?? lastActiveField.signerEmail,
           pageX: lastActiveField.pageX + 3,
           pageY: lastActiveField.pageY + 3,
@@ -449,7 +453,7 @@ export const AddFieldsFormPartial = ({
         append(newField);
       }
     },
-    [append, lastActiveField, selectedSigner?.email, toast],
+    [append, lastActiveField, selectedSigner?.id, selectedSigner?.email, toast],
   );
 
   const onFieldPaste = useCallback(
@@ -462,13 +466,15 @@ export const AddFieldsFormPartial = ({
         append({
           ...copiedField,
           formId: nanoid(12),
+          recipientId: selectedSigner?.id ?? copiedField.recipientId,
           signerEmail: selectedSigner?.email ?? copiedField.signerEmail,
+
           pageX: copiedField.pageX + 3,
           pageY: copiedField.pageY + 3,
         });
       }
     },
-    [append, fieldClipboard, selectedSigner?.email],
+    [append, fieldClipboard, selectedSigner?.id, selectedSigner?.email],
   );
 
   useEffect(() => {
@@ -567,7 +573,7 @@ export const AddFieldsFormPartial = ({
       localFields.some(
         (field) =>
           (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
-          field.signerEmail === signer.email,
+          field.recipientId === signer.id,
       ),
     );
 
@@ -637,7 +643,7 @@ export const AddFieldsFormPartial = ({
 
               {isDocumentPdfLoaded &&
                 localFields.map((field, index) => {
-                  const recipientIndex = recipients.findIndex((r) => r.email === field.signerEmail);
+                  const recipientIndex = recipients.findIndex((r) => r.id === field.recipientId);
                   const hasFieldError =
                     emptyCheckboxFields.find((f) => f.formId === field.formId) ||
                     emptyRadioFields.find((f) => f.formId === field.formId) ||
@@ -649,7 +655,7 @@ export const AddFieldsFormPartial = ({
                       recipientIndex={recipientIndex === -1 ? 0 : recipientIndex}
                       field={field}
                       disabled={
-                        selectedSigner?.email !== field.signerEmail ||
+                        selectedSigner?.id !== field.recipientId ||
                         !canRecipientBeModified(selectedSigner, fields)
                       }
                       minHeight={MIN_HEIGHT_PX}

packages/ui/primitives/document-flow/add-fields.types.ts

@@ -10,6 +10,7 @@ export const ZAddFieldsFormSchema = z.object({
       nativeId: z.number().optional(),
       type: z.nativeEnum(FieldType),
       signerEmail: z.string().min(1),
+      recipientId: z.number(),
       pageNumber: z.number().min(1),
       pageX: z.number().min(0),
       pageY: z.number().min(0),

packages/ui/primitives/document-flow/add-signers.types.ts

@@ -6,34 +6,22 @@ import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-a
 import { ZMapNegativeOneToUndefinedSchema } from './add-settings.types';
 import { DocumentSigningOrder, RecipientRole } from '.prisma/client';
 
-export const ZAddSignersFormSchema = z
-  .object({
-    signers: z.array(
-      z.object({
-        formId: z.string().min(1),
-        nativeId: z.number().optional(),
-        email: z
-          .string()
-          .email({ message: msg`Invalid email`.id })
-          .min(1),
-        name: z.string(),
-        role: z.nativeEnum(RecipientRole),
-        signingOrder: z.number().optional(),
-        actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
-          ZRecipientActionAuthTypesSchema.optional(),
-        ),
-      }),
-    ),
-    signingOrder: z.nativeEnum(DocumentSigningOrder),
-  })
-  .refine(
-    (schema) => {
-      const emails = schema.signers.map((signer) => signer.email.toLowerCase());
-
-      return new Set(emails).size === emails.length;
-    },
-    // Dirty hack to handle errors when .root is populated for an array type
-    { message: msg`Signers must have unique emails`.id, path: ['signers__root'] },
-  );
+export const ZAddSignersFormSchema = z.object({
+  signers: z.array(
+    z.object({
+      formId: z.string().min(1),
+      nativeId: z.number().optional(),
+      email: z
+        .string()
+        .email({ message: msg`Invalid email`.id })
+        .min(1),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+      signingOrder: z.number().optional(),
+      actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(ZRecipientActionAuthTypesSchema.optional()),
+    }),
+  ),
+  signingOrder: z.nativeEnum(DocumentSigningOrder),
+});
 
 export type TAddSignersFormSchema = z.infer<typeof ZAddSignersFormSchema>;

packages/ui/primitives/document-flow/field-item.tsx

@@ -12,7 +12,6 @@ import { match } from 'ts-pattern';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import type { TFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import { ZCheckboxFieldMeta, ZRadioFieldMeta } from '@documenso/lib/types/field-meta';
-import { FieldType } from '@documenso/prisma/client';
 
 import { useSignerColors } from '../../lib/signer-colors';
 import { cn } from '../../lib/utils';
@@ -186,35 +185,11 @@ export const FieldItem = ({
     () => hasFieldMetaValues('CHECKBOX', field.fieldMeta, ZCheckboxFieldMeta),
     [field.fieldMeta],
   );
-
   const radioHasValues = useMemo(
     () => hasFieldMetaValues('RADIO', field.fieldMeta, ZRadioFieldMeta),
     [field.fieldMeta],
   );
 
-  const hasCheckedValues = (fieldMeta: TFieldMetaSchema, type: FieldType) => {
-    if (!fieldMeta || (type !== FieldType.RADIO && type !== FieldType.CHECKBOX)) {
-      return false;
-    }
-
-    if (type === FieldType.RADIO) {
-      const parsed = ZRadioFieldMeta.parse(fieldMeta);
-      return parsed.values?.some((value) => value.checked) ?? false;
-    }
-
-    if (type === FieldType.CHECKBOX) {
-      const parsed = ZCheckboxFieldMeta.parse(fieldMeta);
-      return parsed.values?.some((value) => value.checked) ?? false;
-    }
-
-    return false;
-  };
-
-  const fieldHasCheckedValues = useMemo(
-    () => hasCheckedValues(field.fieldMeta, field.type),
-    [field.fieldMeta, field.type],
-  );
-
   const fixedSize = checkBoxHasValues || radioHasValues;
 
   return createPortal(
@@ -254,21 +229,6 @@ export const FieldItem = ({
         onMove?.(d.node);
       }}
     >
-      {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
-        field.fieldMeta?.label && (
-          <div
-            className={cn(
-              'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
-              {
-                'bg-foreground/5 border-primary border': !fieldHasCheckedValues,
-                'bg-documenso-200 border-primary border': fieldHasCheckedValues,
-              },
-            )}
-          >
-            {field.fieldMeta.label}
-          </div>
-        )}
-
       <div
         className={cn(
           'relative flex h-full w-full items-center justify-center bg-white',

packages/ui/primitives/document-flow/field-items-advanced-settings/checkbox-field.tsx

@@ -126,18 +126,6 @@ export const CheckboxFieldAdvancedSettings = ({
 
   return (
     <div className="flex flex-col gap-4">
-      <div className="mb-2">
-        <Label>
-          <Trans>Label</Trans>
-        </Label>
-        <Input
-          id="label"
-          className="bg-background mt-2"
-          placeholder={_(msg`Field label`)}
-          value={fieldState.label}
-          onChange={(e) => handleFieldChange('label', e.target.value)}
-        />
-      </div>
       <div className="flex flex-row items-center gap-x-4">
         <div className="flex w-2/3 flex-col">
           <Label>

packages/ui/primitives/document-flow/field-items-advanced-settings/dropdown-field.tsx

@@ -105,12 +105,8 @@ export const DropdownFieldAdvancedSettings = ({
           <Trans>Select default option</Trans>
         </Label>
         <Select
-          value={defaultValue}
+          defaultValue={defaultValue}
           onValueChange={(val) => {
-            if (!val) {
-              return;
-            }
-
             setDefaultValue(val);
             handleFieldChange('defaultValue', val);
           }}
@@ -176,7 +172,7 @@ export const DropdownFieldAdvancedSettings = ({
               />
               <button
                 type="button"
-                className="col-span-1 mt-auto inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                className="col-span-1 mt-auto inline-flex h-10 w-10 items-center  text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
                 onClick={() => removeValue(index)}
               >
                 <Trash className="h-5 w-5" />

packages/ui/primitives/document-flow/field-items-advanced-settings/radio-field.tsx

@@ -2,8 +2,7 @@
 
 import { useEffect, useState } from 'react';
 
-import { Trans, msg } from '@lingui/macro';
-import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/macro';
 import { ChevronDown, ChevronUp, Trash } from 'lucide-react';
 
 import { validateRadioField } from '@documenso/lib/advanced-fields-validation/validate-radio';
@@ -28,8 +27,6 @@ export const RadioFieldAdvancedSettings = ({
   handleFieldChange,
   handleErrors,
 }: RadioFieldAdvancedSettingsProps) => {
-  const { _ } = useLingui();
-
   const [showValidation, setShowValidation] = useState(false);
   const [values, setValues] = useState(
     fieldState.values ?? [{ id: 1, checked: false, value: 'Default value' }],
@@ -105,18 +102,6 @@ export const RadioFieldAdvancedSettings = ({
   return (
     <div className="flex flex-col gap-4">
       <div className="flex flex-col gap-4">
-        <div>
-          <Label>
-            <Trans>Label</Trans>
-          </Label>
-          <Input
-            id="label"
-            className="bg-background mt-2"
-            placeholder={_(msg`Field label`)}
-            value={fieldState.label}
-            onChange={(e) => handleFieldChange('label', e.target.value)}
-          />
-        </div>
         <div className="flex flex-row items-center gap-2">
           <Switch
             className="bg-background"

packages/ui/primitives/document-flow/field-items-advanced-settings/text-field.tsx

@@ -126,13 +126,7 @@ export const TextFieldAdvancedSettings = ({
 
         <Select
           value={fieldState.textAlign}
-          onValueChange={(value) => {
-            if (!value) {
-              return;
-            }
-
-            handleInput('textAlign', value);
-          }}
+          onValueChange={(value) => handleInput('textAlign', value)}
         >
           <SelectTrigger className="bg-background mt-2">
             <SelectValue placeholder="Select text align" />

packages/ui/primitives/document-flow/types.ts

@@ -8,19 +8,14 @@ import { FieldType } from '@documenso/prisma/client';
 export const ZDocumentFlowFormSchema = z.object({
   title: z.string().min(1),
 
-  signers: z
-    .array(
-      z.object({
-        formId: z.string().min(1),
-        nativeId: z.number().optional(),
-        email: z.string().min(1).email(),
-        name: z.string(),
-      }),
-    )
-    .refine((signers) => {
-      const emails = signers.map((signer) => signer.email);
-      return new Set(emails).size === emails.length;
-    }, 'Signers must have unique emails'),
+  signers: z.array(
+    z.object({
+      formId: z.string().min(1),
+      nativeId: z.number().optional(),
+      email: z.string().min(1).email(),
+      name: z.string(),
+    }),
+  ),
 
   fields: z.array(
     z.object({

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

@@ -60,6 +60,7 @@ import { getSignerColorStyles, useSignerColors } from '../../lib/signer-colors';
 import { Checkbox } from '../checkbox';
 import type { FieldFormType } from '../document-flow/add-fields';
 import { FieldAdvancedSettings } from '../document-flow/field-item-advanced-settings';
+import { MissingSignatureFieldDialog } from '../document-flow/missing-signature-field-dialog';
 import { Form, FormControl, FormField, FormItem, FormLabel } from '../form/form';
 import { useStep } from '../stepper';
 import type { TAddTemplateFieldsFormSchema } from './add-template-fields.types';
@@ -110,6 +111,7 @@ export const AddTemplateFieldsFormPartial = ({
   const [fieldClipboard, setFieldClipboard] = useState<
     TAddTemplateFieldsFormSchema['fields'][0] | null
   >(null);
+  const [isMissingSignatureDialogVisible, setIsMissingSignatureDialogVisible] = useState(false);
 
   const form = useForm<TAddTemplateFieldsFormSchema>({
     defaultValues: {
@@ -122,6 +124,7 @@ export const AddTemplateFieldsFormPartial = ({
         pageY: Number(field.positionY),
         pageWidth: Number(field.width),
         pageHeight: Number(field.height),
+        recipientId: field.recipientId ?? -1,
         signerId: field.recipientId ?? -1,
         signerEmail:
           recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
@@ -177,6 +180,8 @@ export const AddTemplateFieldsFormPartial = ({
           formId: nanoid(12),
           signerEmail: selectedSigner?.email ?? lastActiveField.signerEmail,
           signerId: selectedSigner?.id ?? lastActiveField.signerId,
+          recipientId:
+            selectedSigner?.id || lastActiveField.recipientId || lastActiveField.signerId || 0,
           signerToken: selectedSigner?.token ?? lastActiveField.signerToken,
           pageX: lastActiveField.pageX + 3,
           pageY: lastActiveField.pageY + 3,
@@ -201,19 +206,29 @@ export const AddTemplateFieldsFormPartial = ({
         event.preventDefault();
 
         const copiedField = structuredClone(fieldClipboard);
+        const signerIndex = recipients.findIndex((r) => r.id === selectedSigner?.id);
 
         append({
           ...copiedField,
           formId: nanoid(12),
           signerEmail: selectedSigner?.email ?? copiedField.signerEmail,
           signerId: selectedSigner?.id ?? copiedField.signerId,
+          recipientId: selectedSigner?.id || copiedField.recipientId || copiedField.signerId || 0,
           signerToken: selectedSigner?.token ?? copiedField.signerToken,
+          signerIndex: signerIndex >= 0 ? signerIndex : 0,
           pageX: copiedField.pageX + 3,
           pageY: copiedField.pageY + 3,
         });
       }
     },
-    [append, fieldClipboard, selectedSigner?.email, selectedSigner?.id, selectedSigner?.token],
+    [
+      append,
+      fieldClipboard,
+      selectedSigner?.email,
+      selectedSigner?.id,
+      selectedSigner?.token,
+      recipients,
+    ],
   );
 
   useHotkeys(['ctrl+c', 'meta+c'], (evt) => onFieldCopy(evt));
@@ -319,6 +334,8 @@ export const AddTemplateFieldsFormPartial = ({
       pageX -= fieldPageWidth / 2;
       pageY -= fieldPageHeight / 2;
 
+      const signerIndex = recipients.findIndex((r) => r.id === selectedSigner.id);
+
       append({
         formId: nanoid(12),
         type: selectedField,
@@ -329,14 +346,17 @@ export const AddTemplateFieldsFormPartial = ({
         pageHeight: fieldPageHeight,
         signerEmail: selectedSigner.email,
         signerId: selectedSigner.id,
+        recipientId:
+          selectedSigner.id || lastActiveField?.recipientId || lastActiveField?.signerId || 0,
         signerToken: selectedSigner.token ?? '',
+        signerIndex: signerIndex >= 0 ? signerIndex : 0,
         fieldMeta: undefined,
       });
 
       setIsFieldWithinBounds(false);
       setSelectedField(null);
     },
-    [append, isWithinPageBounds, selectedField, selectedSigner, getPage],
+    [append, isWithinPageBounds, selectedField, selectedSigner, getPage, recipients],
   );
 
   const onFieldResize = useCallback(
@@ -499,6 +519,23 @@ export const AddTemplateFieldsFormPartial = ({
     form.setValue('typedSignatureEnabled', value, { shouldDirty: true });
   };
 
+  const handleGoNextClick = () => {
+    const everySignerHasSignature = recipientsByRole.SIGNER.every((signer) =>
+      localFields.some(
+        (field) =>
+          (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
+          field.recipientId === signer.id,
+      ),
+    );
+
+    if (!everySignerHasSignature) {
+      setIsMissingSignatureDialogVisible(true);
+      return;
+    }
+
+    void onFormSubmit();
+  };
+
   return (
     <>
       {showAdvancedSettings && currentField ? (
@@ -546,14 +583,15 @@ export const AddTemplateFieldsFormPartial = ({
               )}
 
               {localFields.map((field, index) => {
-                const recipientIndex = recipients.findIndex((r) => r.email === field.signerEmail);
+                const recipientIndex =
+                  field.signerIndex ?? recipients.findIndex((r) => r.id === field.signerId);
 
                 return (
                   <FieldItem
                     key={index}
-                    recipientIndex={recipientIndex === -1 ? 0 : recipientIndex}
+                    recipientIndex={recipientIndex >= 0 ? recipientIndex : 0}
                     field={field}
-                    disabled={selectedSigner?.email !== field.signerEmail}
+                    disabled={selectedSigner?.id !== field.signerId}
                     minHeight={MIN_HEIGHT_PX}
                     minWidth={MIN_WIDTH_PX}
                     defaultHeight={DEFAULT_HEIGHT_PX}
@@ -993,9 +1031,14 @@ export const AddTemplateFieldsFormPartial = ({
                     previousStep();
                     remove();
                   }}
-                  onGoNextClick={() => void onFormSubmit()}
+                  onGoNextClick={handleGoNextClick}
                 />
               </DocumentFlowFormContainerFooter>
+
+              <MissingSignatureFieldDialog
+                isOpen={isMissingSignatureDialogVisible}
+                onOpenChange={(value) => setIsMissingSignatureDialogVisible(value)}
+              />
             </div>
           </DocumentFlowFormContainerContent>
         </>

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

@@ -11,12 +11,14 @@ export const ZAddTemplateFieldsFormSchema = z.object({
       type: z.nativeEnum(FieldType),
       signerEmail: z.string().min(1),
       signerToken: z.string(),
-      signerId: z.number().optional(),
+      signerId: z.number(),
+      recipientId: z.number(),
       pageNumber: z.number().min(1),
       pageX: z.number().min(0),
       pageY: z.number().min(0),
       pageWidth: z.number().min(0),
       pageHeight: z.number().min(0),
+      signerIndex: z.number().min(0),
       fieldMeta: ZFieldMetaSchema,
     }),
   ),

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

@@ -92,6 +92,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
           actionAuth: undefined,
           ...generateRecipientPlaceholder(1),
           signingOrder: 1,
+          signerIndex: 0,
         },
       ];
     }
@@ -104,6 +105,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
       role: recipient.role,
       actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
       signingOrder: recipient.signingOrder ?? index + 1,
+      signerIndex: index,
     }));
 
     if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
@@ -174,21 +176,35 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   });
 
   const onAddPlaceholderSelfRecipient = () => {
+    const currentSigners = form.getValues('signers');
+    const nextSignerIndex = currentSigners.length;
+
     appendSigner({
       formId: nanoid(12),
       name: user?.name ?? '',
       email: user?.email ?? '',
       role: RecipientRole.SIGNER,
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder:
+        currentSigners.length > 0
+          ? (currentSigners[currentSigners.length - 1]?.signingOrder ?? 0) + 1
+          : 1,
+      signerIndex: nextSignerIndex,
     });
   };
 
   const onAddPlaceholderRecipient = () => {
+    const currentSigners = form.getValues('signers');
+    const nextSignerIndex = currentSigners.length;
+
     appendSigner({
       formId: nanoid(12),
       role: RecipientRole.SIGNER,
       ...generateRecipientPlaceholder(placeholderRecipientCount),
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder:
+        currentSigners.length > 0
+          ? (currentSigners[currentSigners.length - 1]?.signingOrder ?? 0) + 1
+          : 1,
+      signerIndex: nextSignerIndex,
     });
 
     setPlaceholderRecipientCount((count) => count + 1);

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

@@ -5,32 +5,21 @@ import { DocumentSigningOrder, RecipientRole } from '@documenso/prisma/client';
 
 import { ZMapNegativeOneToUndefinedSchema } from '../document-flow/add-settings.types';
 
-export const ZAddTemplatePlacholderRecipientsFormSchema = z
-  .object({
-    signers: z.array(
-      z.object({
-        formId: z.string().min(1),
-        nativeId: z.number().optional(),
-        email: z.string().min(1).email(),
-        name: z.string(),
-        role: z.nativeEnum(RecipientRole),
-        signingOrder: z.number().optional(),
-        actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
-          ZRecipientActionAuthTypesSchema.optional(),
-        ),
-      }),
-    ),
-    signingOrder: z.nativeEnum(DocumentSigningOrder),
-  })
-  .refine(
-    (schema) => {
-      const emails = schema.signers.map((signer) => signer.email.toLowerCase());
-
-      return new Set(emails).size === emails.length;
-    },
-    // Dirty hack to handle errors when .root is populated for an array type
-    { message: 'Signers must have unique emails', path: ['signers__root'] },
-  );
+export const ZAddTemplatePlacholderRecipientsFormSchema = z.object({
+  signers: z.array(
+    z.object({
+      formId: z.string().min(1),
+      nativeId: z.number().optional(),
+      email: z.string().min(1).email(),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+      signingOrder: z.number().optional(),
+      signerIndex: z.number().min(0),
+      actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(ZRecipientActionAuthTypesSchema.optional()),
+    }),
+  ),
+  signingOrder: z.nativeEnum(DocumentSigningOrder),
+});
 
 export type TAddTemplatePlacholderRecipientsFormSchema = z.infer<
   typeof ZAddTemplatePlacholderRecipientsFormSchema