adjust submission title link

Gemfile.lock

@@ -246,7 +246,7 @@ GEM
     hashdiff (1.0.1)
     hashery (2.1.2)
     hashie (5.0.0)
-    hexapdf (0.33.0)
+    hexapdf (0.34.1)
       cmdparse (~> 3.0, >= 3.0.3)
       geom2d (~> 0.4, >= 0.4.1)
       openssl (>= 2.2.1)
@@ -339,7 +339,7 @@ GEM
     omniauth-rails_csrf_protection (1.0.1)
       actionpack (>= 4.2)
       omniauth (~> 2.0)
-    openssl (3.1.0)
+    openssl (3.2.0)
     orm_adapter (0.5.0)
     os (1.1.4)
     pagy (6.0.4)

README.md

@@ -34,10 +34,10 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 
 ## Features
 - [x] PDF form fields builder (WYSIWYG)
-- [x] 10 field types available (Signature, Date, File, Checkbox etc.)
+- [x] 11 field types available (Signature, Date, File, Checkbox etc.)
 - [x] Multiple submitters per document
 - [x] Automated emails via SMTP
-- [x] Files storage on AWS S3, Google Storage, or Azure
+- [x] Files storage on disk or AWS S3, Google Storage, Azure Cloud
 - [x] Automatic PDF eSignature
 - [x] PDF signature verification
 - [x] Users management
@@ -76,7 +76,7 @@ Run the app under a custom domain over https using docker compose (make sure you
 HOST=your-domain-name.com docker-compose up
 ```
 
-## For Companies
+## For Businesses
 ### Integrate seamless document signing into your web or mobile apps with DocuSeal!
 
 At DocuSeal we have expertise and technologies to make documents creation, filling, signing and processing seamlessly integrated with your product. We specialize in working with various industries, including **Banking, Healthcare, Transport, Real Estate, eCommerce, KYC, CRM, and other software products** that require bulk document signing. By leveraging DocuSeal, we can assist in reducing the overall cost of developing and processing electronic documents while ensuring security and compliance with local electronic document laws.

app/controllers/api/submissions_controller.rb

@@ -50,35 +50,14 @@ module Api
     end
 
     def create
-      is_send_email = !params[:send_email].in?(['false', false])
+      params[:send_email] = true unless params.key?(:send_email)
+      params[:send_sms] = false unless params.key?(:send_sms)
 
-      submissions =
-        if (emails = (params[:emails] || params[:email]).presence) && params[:submission].blank?
-          Submissions.create_from_emails(template: @template,
-                                         user: current_user,
-                                         source: :api,
-                                         mark_as_sent: is_send_email,
-                                         emails:)
-        else
-          submissions_attrs, attachments = normalize_submissions_params!(submissions_params[:submission], @template)
+      submissions = create_submissions(@template, params)
 
-          Submissions.create_from_submitters(
-            template: @template,
-            user: current_user,
-            source: :api,
-            mark_as_sent: is_send_email,
-            submitters_order: params[:submitters_order] || 'preserved',
-            submissions_attrs:
-          )
-        end
+      Submissions.send_signature_requests(submissions)
 
-      Submissions.send_signature_requests(submissions, send_email: is_send_email)
-
-      submitters = submissions.flat_map(&:submitters)
-
-      save_default_value_attachments!(attachments, submitters)
-
-      render json: submitters
+      render json: submissions.flat_map(&:submitters)
     rescue Submitters::NormalizeValues::UnknownFieldName, Submitters::NormalizeValues::UnknownSubmitterName => e
       render json: { error: e.message }, status: :unprocessable_entity
     end
@@ -91,6 +70,35 @@ module Api
 
     private
 
+    def create_submissions(template, params)
+      is_send_email = !params[:send_email].in?(['false', false])
+
+      if (emails = (params[:emails] || params[:email]).presence) && params[:submission].blank?
+        Submissions.create_from_emails(template:,
+                                       user: current_user,
+                                       source: :api,
+                                       mark_as_sent: is_send_email,
+                                       emails:,
+                                       params:)
+      else
+        submissions_attrs, attachments = normalize_submissions_params!(submissions_params, template)
+
+        submissions = Submissions.create_from_submitters(
+          template:,
+          user: current_user,
+          source: :api,
+          mark_as_sent: is_send_email,
+          submitters_order: params[:submitters_order] || params[:order] || 'preserved',
+          submissions_attrs:,
+          params:
+        )
+
+        save_default_value_attachments!(attachments, submissions.flat_map(&:submitters))
+
+        submissions
+      end
+    end
+
     def serialize_params
       {
         only: %i[id source submitters_order created_at updated_at],
@@ -107,11 +115,19 @@ module Api
     end
 
     def submissions_params
-      params.permit(submission: [{
-                      submitters: [[:uuid, :name, :email, :role, :completed, :phone, :application_key,
-                                    { values: {}, readonly_fields: [],
-                                      fields: [%i[name default_value readonly validation_pattern invalid_message]] }]]
-                    }])
+      key = params.key?(:submission) ? :submission : :submissions
+
+      params.permit(
+        key => [
+          [:send_email, :send_sms, {
+            message: %i[subject body],
+            submitters: [[:send_email, :send_sms, :uuid, :name, :email, :role,
+                          :completed, :phone, :application_key,
+                          { values: {}, readonly_fields: [], message: %i[subject body],
+                            fields: [%i[name default_value readonly validation_pattern invalid_message]] }]]
+          }]
+        ]
+      ).fetch(key, [])
     end
 
     def normalize_submissions_params!(submissions_params, template)

app/controllers/errors_controller.rb

@@ -0,0 +1,35 @@
+# frozen_string_literal: true
+
+class ErrorsController < ActionController::Base
+  ENTERPRISE_FEATURE_MESSAGE =
+    'This feature is available in Enterprise Edition: https://www.docuseal.co/pricing'
+
+  ENTERPRISE_PATHS = [
+    '/templates/html',
+    '/api/templates/html',
+    '/templates/pdf',
+    '/api/templates/pdf'
+  ].freeze
+
+  def show
+    if request.original_fullpath.in?(ENTERPRISE_PATHS)
+      return render json: { status: 404, message: ENTERPRISE_FEATURE_MESSAGE }, status: :not_found
+    end
+
+    respond_to do |f|
+      f.json do
+        render json: { status: error_status_code }, status: error_status_code
+      end
+
+      f.html { render error_status_code.to_s, status: error_status_code }
+    end
+  end
+
+  private
+
+  def error_status_code
+    @error_status_code ||=
+      ActionDispatch::ExceptionWrapper.new(request.env,
+                                           request.env['action_dispatch.exception']).status_code
+  end
+end

app/controllers/notifications_settings_controller.rb

@@ -12,7 +12,7 @@ class NotificationsSettingsController < ApplicationController
   def index; end
 
   def create
-    if @account_config.save
+    if @account_config.value.present? ? @account_config.save : @account_config.delete
       redirect_back fallback_location: settings_notifications_path, notice: 'Changes have been saved'
     else
       redirect_back fallback_location: settings_notifications_path, alert: 'Unable to save'

app/controllers/start_form_controller.rb

@@ -23,7 +23,8 @@ class StartFormController < ApplicationController
       @submitter.assign_attributes(
         uuid: @template.submitters.first['uuid'],
         ip: request.remote_ip,
-        ua: request.user_agent
+        ua: request.user_agent,
+        preferences: { 'send_email' => true }
       )
 
       @submitter.submission ||= Submission.new(template: @template,

app/controllers/submissions_controller.rb

@@ -34,23 +34,30 @@ class SubmissionsController < ApplicationController
   def create
     authorize!(:create, Submission)
 
+    if params[:is_custom_message] != '1'
+      params.delete(:subject)
+      params.delete(:body)
+    end
+
     submissions =
       if params[:emails].present?
         Submissions.create_from_emails(template: @template,
                                        user: current_user,
                                        source: :invite,
                                        mark_as_sent: params[:send_email] == '1',
-                                       emails: params[:emails])
+                                       emails: params[:emails],
+                                       params:)
       else
         Submissions.create_from_submitters(template: @template,
                                            user: current_user,
                                            source: :invite,
                                            submitters_order: params[:preserve_order] == '1' ? 'preserved' : 'random',
                                            mark_as_sent: params[:send_email] == '1',
-                                           submissions_attrs: submissions_params[:submission].to_h.values)
+                                           submissions_attrs: submissions_params[:submission].to_h.values,
+                                           params:)
       end
 
-    Submissions.send_signature_requests(submissions, params)
+    Submissions.send_signature_requests(submissions)
 
     redirect_to template_path(@template), notice: 'New recipients have been added'
   end

app/controllers/submitters_send_email_controller.rb

@@ -4,6 +4,13 @@ class SubmittersSendEmailController < ApplicationController
   load_and_authorize_resource :submitter, id_param: :submitter_slug, find_by: :slug
 
   def create
+    if Docuseal.multitenant? && SubmissionEvent.exists?(submitter: @submitter,
+                                                        event_type: 'send_email',
+                                                        created_at: 24.hours.ago..Time.current)
+      return redirect_back(fallback_location: submission_path(@submitter.submission),
+                           alert: 'Email has been sent already.')
+    end
+
     SubmitterMailer.invitation_email(@submitter).deliver_later!
 
     SubmissionEvent.create!(submitter: @submitter, event_type: 'send_email')

app/javascript/application.js

@@ -79,6 +79,8 @@ window.customElements.define('template-builder', class extends HTMLElement {
   connectedCallback () {
     this.appElem = document.createElement('div')
 
+    this.appElem.classList.add('md:h-screen')
+
     this.app = createApp(TemplateBuilder, {
       template: reactive(JSON.parse(this.dataset.template)),
       backgroundColor: '#faf7f5',

app/javascript/template_builder/builder.vue

@@ -4,6 +4,7 @@
     class="mx-auto pl-3 md:pl-4 h-full"
   >
     <div
+      v-if="$slots.buttons || withTitle"
       class="flex justify-between py-1.5 items-center pr-4 sticky top-0 z-10"
       :style="{ backgroundColor }"
     >
@@ -15,6 +16,7 @@
           <Logo />
         </a>
         <Contenteditable
+          v-if="withTitle"
           :model-value="template.name"
           :editable="editable"
           class="text-3xl font-semibold focus:text-clip"
@@ -64,7 +66,10 @@
         </template>
       </div>
     </div>
-    <div class="flex md:max-h-[calc(100vh-60px)]">
+    <div
+      class="flex"
+      :class="$slots.buttons || withTitle ? 'md:max-h-[calc(100%_-_60px)]' : 'md:max-h-[100%]'"
+    >
       <div
         ref="previews"
         :style="{ 'display': isBreakpointLg ? 'none' : 'initial' }"
@@ -90,7 +95,7 @@
         />
         <div
           class="sticky bottom-0 py-2"
-          :class="{ 'bg-base-100': withStickySubmitters }"
+          :style="withStickySubmitters ? { backgroundColor } : {}"
         >
           <Upload
             v-if="sortedDocuments.length && editable && withUploadButton"
@@ -200,7 +205,8 @@
       >
         <div
           v-if="drawField"
-          class="sticky inset-0 bg-base-100 h-full"
+          class="sticky inset-0 h-full"
+          :style="{ backgroundColor }"
         >
           <div class="bg-base-300 rounded-lg p-5 text-center space-y-4">
             <p>
@@ -336,6 +342,11 @@ export default {
       required: false,
       default: true
     },
+    withTitle: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     withPhone: {
       type: Boolean,
       required: false,

app/javascript/template_builder/contenteditable.vue

@@ -24,11 +24,10 @@
       *
     </span>
     <IconPencil
-      v-if="editable"
       class="cursor-pointer flex-none opacity-0 group-hover/contenteditable-container:opacity-100 group-hover/contenteditable:opacity-100 align-middle peer-focus:hidden"
       :style="iconInline ? {} : { right: -(1.1 * iconWidth) + 'px' }"
       title="Edit"
-      :class="{ 'ml-1': !withRequired, 'absolute': !iconInline, 'inline align-bottom': iconInline }"
+      :class="{ invisible: !editable, 'ml-1': !withRequired, 'absolute': !iconInline, 'inline align-bottom': iconInline }"
       :width="iconWidth"
       :stroke-width="iconStrokeWidth"
       @click="[focusContenteditable(), selectOnEditClick && selectContent()]"

app/javascript/template_builder/field_submitter.vue

@@ -74,7 +74,7 @@
                 :stroke-width="1.6"
               />
               <span class="py-1">
-                Add Submitter
+                Add {{ names[submitters.length] }}
               </span>
             </a>
           </li>
@@ -100,7 +100,7 @@
     <label
       v-else
       tabindex="0"
-      class="cursor-pointer group/contenteditable-container rounded-md p-2 border border-base-300 w-full flex justify-between"
+      class="group cursor-pointer group/contenteditable-container rounded-md p-2 border border-base-300 hover:border-content w-full flex justify-between"
     >
       <div class="flex items-center space-x-2">
         <span
@@ -117,7 +117,7 @@
           @update:model-value="$emit('name-change', selectedSubmitter)"
         />
       </div>
-      <span class="flex items-center">
+      <span class="flex items-center transition-all duration-75 group-hover:border border-base-content/20 border-dashed w-6 h-6 flex justify-center items-center rounded">
         <IconPlus
           width="18"
           height="18"
@@ -169,7 +169,7 @@
             :stroke-width="1.6"
           />
           <span class="py-1">
-            Add Submitter
+            Add {{ names[submitters.length] }}
           </span>
         </a>
       </li>
@@ -239,16 +239,16 @@ export default {
     },
     names () {
       return [
-        'First Submitter',
-        'Second Submitter',
-        'Third Submitter',
-        'Fourth Submitter',
-        'Fifth Submitter',
-        'Sixth Submitter',
-        'Seventh Submitter',
-        'Eighth Submitter',
-        'Ninth Submitter',
-        'Tenth Submitter'
+        'First Party',
+        'Second Party',
+        'Third Party',
+        'Fourth Party',
+        'Fifth Party',
+        'Sixth Party',
+        'Seventh Party',
+        'Eighth Party',
+        'Ninth Party',
+        'Tenth Party'
       ]
     },
     selectedSubmitter () {

app/javascript/template_builder/fields.vue

@@ -72,14 +72,14 @@
       <button
         v-if="withPhone || type != 'phone'"
         draggable="true"
-        class="flex items-center justify-center border border-dashed border-base-300 w-full rounded relative"
+        class="group flex items-center justify-center border border-dashed border-base-300 hover:border-base-content/20 w-full rounded relative"
         :style="{ backgroundColor: backgroundColor }"
         @dragstart="onDragstart({ type: type })"
         @dragend="$emit('drag-end')"
         @click="addField(type)"
       >
-        <div class="w-0 absolute left-0">
-          <IconDrag class="cursor-grab" />
+        <div class="flex items-console group-hover:bg-base-200/50 transition-all cursor-grab h-full absolute left-0">
+          <IconDrag class=" my-auto" />
         </div>
         <div class="flex items-center flex-col px-2 py-2">
           <component :is="icon" />
@@ -195,7 +195,7 @@ export default {
     },
     submitterDefaultFields () {
       return this.defaultFields.filter((f) => {
-        return !this.fields.find((field) => field.name === f.name) && (!f.role || f.role === this.selectedSubmitter.name)
+        return !this.submitterFields.find((field) => field.name === f.name) && (!f.role || f.role === this.selectedSubmitter.name)
       })
     }
   },
@@ -257,6 +257,10 @@ export default {
 
       this.fields.push(field)
 
+      if (['signature', 'initials', 'cells'].includes(type)) {
+        this.$emit('set-draw', { field })
+      }
+
       this.save()
     }
   }

app/jobs/process_submitter_completion_job.rb

@@ -31,7 +31,8 @@ class ProcessSubmitterCompletionJob < ApplicationJob
       SubmitterMailer.completed_email(submitter, user, bcc:).deliver_later!
     end
 
-    to = submitter.submission.submitters.sort_by(&:completed_at).select(&:email?).map(&:friendly_name).join(', ')
+    to = submitter.submission.submitters.reject { |e| e.preferences['send_email'] == false }
+                  .sort_by(&:completed_at).select(&:email?).map(&:friendly_name).join(', ')
 
     SubmitterMailer.documents_copy_email(submitter, to:).deliver_later! if to.present?
   end
@@ -48,6 +49,6 @@ class ProcessSubmitterCompletionJob < ApplicationJob
 
     next_submitter = submitter.submission.submitters.find { |s| s.uuid == next_submitter_item['uuid'] }
 
-    Submitters.send_signature_requests([next_submitter], send_email: true)
+    Submitters.send_signature_requests([next_submitter])
   end
 end

app/jobs/send_submitter_invitation_email_job.rb

@@ -4,7 +4,7 @@ class SendSubmitterInvitationEmailJob < ApplicationJob
   def perform(params = {})
     submitter = Submitter.find(params['submitter_id'])
 
-    SubmitterMailer.invitation_email(submitter, subject: params['subject'], body: params['body']).deliver_now!
+    SubmitterMailer.invitation_email(submitter).deliver_now!
 
     SubmissionEvent.create!(submitter:, event_type: 'send_email')
 

app/mailers/submitter_mailer.rb

@@ -3,18 +3,26 @@
 class SubmitterMailer < ApplicationMailer
   MAX_ATTACHMENTS_SIZE = 10.megabytes
 
-  def invitation_email(submitter, body: nil, subject: nil)
+  DEFAULT_INVITATION_SUBJECT = 'You are invited to submit a form'
+
+  def invitation_email(submitter)
     @current_account = submitter.submission.template.account
     @submitter = submitter
-    @body = body.presence
+
+    if submitter.preferences['email_message_uuid']
+      @email_message = submitter.account.email_messages.find_by(uuid: submitter.preferences['email_message_uuid'])
+    end
+
+    @body = @email_message&.body.presence
+    @subject = @email_message&.subject.presence
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
 
     subject =
-      if @email_config || subject.present?
-        ReplaceEmailVariables.call(subject.presence || @email_config.value['subject'], submitter:)
+      if @email_config || @subject
+        ReplaceEmailVariables.call(@subject || @email_config.value['subject'], submitter:)
       else
-        'You are invited to submit a form'
+        DEFAULT_INVITATION_SUBJECT
       end
 
     mail(to: @submitter.friendly_name,

app/models/account.rb

@@ -15,6 +15,7 @@ class Account < ApplicationRecord
   has_many :users, dependent: :destroy
   has_many :encrypted_configs, dependent: :destroy
   has_many :account_configs, dependent: :destroy
+  has_many :email_messages, dependent: :destroy
   has_many :templates, dependent: :destroy
   has_many :template_folders, dependent: :destroy
   has_one :default_template_folder, -> { where(name: TemplateFolder::DEFAULT_NAME) },

app/models/email_message.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: email_messages
+#
+#  id         :bigint           not null, primary key
+#  body       :text             not null
+#  sha1       :string           not null
+#  subject    :text             not null
+#  uuid       :string           not null
+#  created_at :datetime         not null
+#  updated_at :datetime         not null
+#  account_id :bigint           not null
+#  author_id  :bigint           not null
+#
+# Indexes
+#
+#  index_email_messages_on_account_id  (account_id)
+#  index_email_messages_on_sha1        (sha1)
+#  index_email_messages_on_uuid        (uuid)
+#
+# Foreign Keys
+#
+#  fk_rails_...  (account_id => accounts.id)
+#  fk_rails_...  (author_id => users.id)
+#
+class EmailMessage < ApplicationRecord
+  belongs_to :author, class_name: 'User'
+  belongs_to :account
+
+  attribute :uuid, :string, default: -> { SecureRandom.uuid }
+
+  before_validation :set_sha1, on: :create
+
+  def set_sha1
+    self.sha1 = Digest::SHA1.hexdigest({ subject:, body: }.to_json)
+  end
+end

app/models/submission.rb

@@ -6,6 +6,7 @@
 #
 #  id                  :bigint           not null, primary key
 #  deleted_at          :datetime
+#  preferences         :text             not null
 #  slug                :string           not null
 #  source              :text             not null
 #  submitters_order    :string           not null
@@ -36,9 +37,12 @@ class Submission < ApplicationRecord
   has_many :submitters, dependent: :destroy
   has_many :submission_events, dependent: :destroy
 
+  attribute :preferences, :string, default: -> { {} }
+
   serialize :template_fields, JSON
   serialize :template_schema, JSON
   serialize :template_submitters, JSON
+  serialize :preferences, JSON
 
   attribute :source, :string, default: 'link'
   attribute :submitters_order, :string, default: 'random'

app/models/submitter.rb

@@ -12,6 +12,7 @@
 #  name            :string
 #  opened_at       :datetime
 #  phone           :string
+#  preferences     :text             not null
 #  sent_at         :datetime
 #  slug            :string           not null
 #  ua              :string
@@ -37,9 +38,11 @@ class Submitter < ApplicationRecord
   has_one :account, through: :template
 
   attribute :values, :string, default: -> { {} }
+  attribute :preferences, :string, default: -> { {} }
   attribute :slug, :string, default: -> { SecureRandom.base58(14) }
 
   serialize :values, JSON
+  serialize :preferences, JSON
 
   has_many_attached :documents
   has_many_attached :attachments

app/models/template.rb

@@ -33,7 +33,7 @@
 #  fk_rails_...  (folder_id => template_folders.id)
 #
 class Template < ApplicationRecord
-  DEFAULT_SUBMITTER_NAME = 'First Submitter'
+  DEFAULT_SUBMITTER_NAME = 'First Party'
 
   belongs_to :author, class_name: 'User'
   belongs_to :account

app/models/user.rb

@@ -55,6 +55,7 @@ class User < ApplicationRecord
   has_many :template_folders, dependent: :destroy, foreign_key: :author_id, inverse_of: :author
   has_many :user_configs, dependent: :destroy
   has_many :encrypted_configs, dependent: :destroy, class_name: 'EncryptedUserConfig'
+  has_many :email_messages, dependent: :destroy
 
   devise :two_factor_authenticatable, :recoverable, :rememberable, :validatable, :trackable
   devise :registerable, :omniauthable, omniauth_providers: [:google_oauth2] if Docuseal.multitenant?

app/views/api_settings/index.html.erb

@@ -34,7 +34,7 @@
              "submitters": [
                {
                  "name": "John Doe",
-                 "role": "<%= current_account.templates.last ? current_account.templates.last.submitters.first['name'] : 'First Submitter' %>",
+                 "role": "<%= current_account.templates.last ? current_account.templates.last.submitters.first['name'] : 'First Party' %>",
                  "email": "<%= current_user.email.sub('@', '+test@') %>",
                  "values": {
                    "Form Text Field Name": "Default Value"

app/views/scripts/_autosize_field.html.erb

@@ -0,0 +1,15 @@
+<script>
+  if (!window.customElements.get('autosize-field')) {
+    window.customElements.define('autosize-field', class extends HTMLElement {
+      connectedCallback() {
+        if (this.field.scrollHeight > this.field.clientHeight) {
+          this.field.classList.remove('text-[1.5vw]', 'lg:text-base');
+          this.field.classList.add('text-[1.0vw]', 'lg:text-[0.70rem]');
+        }
+      }
+      get field() {
+        return this.closest('field-value');
+      }
+    });
+  }
+</script>

app/views/submissions/_logo.html.erb

@@ -0,0 +1 @@
+<%= render 'shared/logo', width: 40, height: 40 %>

app/views/submissions/_submitters_order.html.erb

@@ -2,8 +2,8 @@
   <div class="form-control">
     <%= f.label :preserve_order, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
       <%= f.check_box :preserve_order, id: uuid, class: 'base-checkbox', checked: template.submissions.last&.submitters_order.in?(['preserved', nil]) %>
-      <span class="label">Preserve submitters order</span>
-      <span class="tooltip" data-tip="When checked, notifications will be sent to the second submitter once the form is completed by the previous submitter. Uncheck this option to send notifications to all submitters simultaneously right away.">
+      <span class="label">Preserve order</span>
+      <span class="tooltip" data-tip="When checked, notifications will be sent to the second party once the form is completed by the previous party. Uncheck this option to send notifications to all parties simultaneously right away.">
         <%= svg_icon('info_circle', class: 'w-4 h-4') %>
       </span>
     <% end %>

app/views/submissions/_value.html.erb

@@ -1,7 +1,8 @@
-<div class="flex absolute <%= field['readonly'] ? 'text-[1.5vw] lg:text-xs' : 'text-[1.5vw] lg:text-base' %>" style="width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%">
+<field-value class="flex absolute text-[1.5vw] lg:text-base" style="width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%">
   <% if field['type'].in?(['signature', 'image', 'initials']) %>
     <img class="object-contain mx-auto" src="<%= attachments_index[value].url %>" loading="lazy">
   <% elsif field['type'] == 'file' %>
+    <autosize-field></autosize-field>
     <div class="px-0.5 flex flex-col justify-center">
       <% Array.wrap(value).each do |val| %>
         <a target="_blank" href="<%= attachments_index[val].url %>">
@@ -31,10 +32,12 @@
       <% end %>
     </div>
   <% elsif field['type'] == 'date' %>
+    <autosize-field></autosize-field>
     <div class="flex items-center px-0.5">
       <%= l(Date.parse(value), format: :long, locale: local_assigns[:locale]) %>
     </div>
   <% else %>
+    <autosize-field></autosize-field>
     <div class="flex items-center px-0.5 whitespace-pre-wrap"><%= Array.wrap(value).join(', ') %></div>
   <% end %>
-</div>
+</field-value>

app/views/submissions/show.html.erb

@@ -1,25 +1,27 @@
 <div style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
-    <a href="<%= template_path(@submission.template) %>" class="flex space-x-3 py-1">
-      <span><%= render 'shared/logo', width: 40, height: 40 %></span>
-      <span class="text-3xl font-semibold focus:text-clip"><%= @submission.template.name %></span>
+    <a href="<%= signed_in? && @submission.template.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
+      <span><%= render 'submissions/logo' %></span>
+      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><%= @submission.template.name %></span>
     </a>
     <div class="space-x-3 flex items-center">
       <% if @submission.audit_trail.present? %>
         <a href="<%= rails_blob_path(@submission.audit_trail) %>" class="white-button" target="_blank">
           <%= svg_icon('external_link', class: 'w-6 h-6') %>
-          Audit Log
+          <span class="hidden md:inline">
+            Audit Log
+          </span>
         </a>
       <% end %>
       <% if last_submitter = @submission.submitters.to_a.select(&:completed_at?).max_by(&:completed_at) %>
         <download-button data-src="<%= submitter_download_index_path(last_submitter.slug) %>" class="base-button">
           <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
             <%= svg_icon('download', class: 'w-6 h-6') %>
-            <span>Download</span>
+            <span class="hidden md:inline">Download</span>
           </span>
           <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
             <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
-            <span>Downloading</span>
+            <span class="hidden md:inline">Downloading</span>
           </span>
         </download-button>
       <% elsif @submission.submitters.to_a.size == 1 %>
@@ -172,3 +174,4 @@
     </div>
   </div>
 </div>
+<%= render 'scripts/autosize_field' %>

app/views/submit_form/show.html.erb

@@ -41,3 +41,4 @@
     </div>
   </div>
 </div>
+<%= render 'scripts/autosize_field' %>

config/application.rb

@@ -25,6 +25,8 @@ module DocuSeal
     config.i18n.available_locales = %i[en en-US en-GB es-ES fr-FR pt-PT de-DE]
     config.i18n.fallbacks = [:en]
 
+    config.exceptions_app = ->(env) { ErrorsController.action(:show).call(env) }
+
     config.action_view.frozen_string_literal = true
 
     config.middleware.insert_before ActionDispatch::Static, Rack::Deflater

config/boot.rb

@@ -24,5 +24,19 @@ if ENV['RAILS_ENV'] == 'production' && ENV['SECRET_KEY_BASE'].to_s.empty?
   ENV['DATABASE_URL'] = ENV['DATABASE_URL'].to_s.empty? ? database_url : ENV.fetch('DATABASE_URL', nil)
 end
 
+if ENV['DATABASE_URL'].to_s.split('@').last.to_s.split('/').first.to_s.include?('_')
+  require 'addressable'
+
+  url = Addressable::URI.parse(ENV.fetch('DATABASE_URL', ''))
+
+  ENV['DATABASE_HOST'] = url.host
+  ENV['DATABASE_PORT'] = (url.port || 5432).to_s
+  ENV['DATABASE_USER'] = url.user
+  ENV['DATABASE_PASSWORD'] = url.password
+  ENV['DATABASE_NAME'] = url.path.to_s.delete_prefix('/')
+
+  ENV.delete('DATABASE_URL')
+end
+
 require 'bundler/setup' # Set up gems listed in the Gemfile.
 require 'bootsnap/setup' # Speed up boot time by caching expensive operations.

config/database.yml

@@ -12,7 +12,14 @@ test:
   database: docuseal_test
 
 production:
-<% if ENV['DATABASE_URL'].to_s.empty? %>
+<% if !ENV['DATABASE_HOST'].to_s.empty? %>
+  <<: *default
+  host: <%= ENV['DATABASE_HOST'] %>
+  port: <%= ENV['DATABASE_PORT'] %>
+  username: <%= ENV['DATABASE_USER'] %>
+  password: <%= ENV['DATABASE_PASSWORD'] %>
+  database: <%= ENV['DATABASE_NAME'] %>
+<% elsif ENV['DATABASE_URL'].to_s.empty? %>
   adapter: sqlite3
   database: <%= ENV['WORKDIR'] || '.' %>/db.sqlite3
 <% elsif ENV['DATABASE_URL'].match?(/\Apostgres/) %>

config/initializers/hexapdf.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+# fix NoMethodError: undefined method `field_value' for #<HexaPDF::Type::AcroForm::Field
+module HexaPDF
+  module Type
+    module AcroForm
+      class Field
+        def field_value
+          ''
+        end
+      end
+    end
+  end
+end

db/migrate/20231122203341_add_preferences_to_submitters.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class AddPreferencesToSubmitters < ActiveRecord::Migration[7.0]
+  class MigrationSubmitter < ApplicationRecord
+    self.table_name = 'submitters'
+  end
+
+  def change
+    add_column :submitters, :preferences, :text
+
+    MigrationSubmitter.where(preferences: nil).update_all(preferences: '{}')
+
+    change_column_null :submitters, :preferences, false
+  end
+end

db/migrate/20231122203347_add_preferences_to_submissions.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class AddPreferencesToSubmissions < ActiveRecord::Migration[7.0]
+  class MigrationSubmission < ApplicationRecord
+    self.table_name = 'submissions'
+  end
+
+  def change
+    add_column :submissions, :preferences, :text
+
+    MigrationSubmission.where(preferences: nil).update_all(preferences: '{}')
+
+    change_column_null :submissions, :preferences, false
+  end
+end

db/migrate/20231122212612_create_email_messages.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class CreateEmailMessages < ActiveRecord::Migration[7.0]
+  def change
+    create_table :email_messages do |t|
+      t.string :uuid, null: false, index: true
+      t.references :author, null: false, foreign_key: { to_table: :users }, index: false
+      t.references :account, null: false, foreign_key: true, index: true
+      t.text :subject, null: false
+      t.text :body, null: false
+      t.string :sha1, null: false, index: true
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.0].define(version: 2023_11_19_222105) do
+ActiveRecord::Schema[7.0].define(version: 2023_11_22_212612) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -81,6 +81,20 @@ ActiveRecord::Schema[7.0].define(version: 2023_11_19_222105) do
     t.index ["submitter_id"], name: "index_document_generation_events_on_submitter_id"
   end
 
+  create_table "email_messages", force: :cascade do |t|
+    t.string "uuid", null: false
+    t.bigint "author_id", null: false
+    t.bigint "account_id", null: false
+    t.text "subject", null: false
+    t.text "body", null: false
+    t.string "sha1", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id"], name: "index_email_messages_on_account_id"
+    t.index ["sha1"], name: "index_email_messages_on_sha1"
+    t.index ["uuid"], name: "index_email_messages_on_uuid"
+  end
+
   create_table "encrypted_configs", force: :cascade do |t|
     t.bigint "account_id", null: false
     t.string "key", null: false
@@ -125,6 +139,7 @@ ActiveRecord::Schema[7.0].define(version: 2023_11_19_222105) do
     t.text "source", null: false
     t.string "submitters_order", null: false
     t.string "slug", null: false
+    t.text "preferences", null: false
     t.index ["created_by_user_id"], name: "index_submissions_on_created_by_user_id"
     t.index ["slug"], name: "index_submissions_on_slug", unique: true
     t.index ["template_id"], name: "index_submissions_on_template_id"
@@ -146,6 +161,7 @@ ActiveRecord::Schema[7.0].define(version: 2023_11_19_222105) do
     t.string "name"
     t.string "phone"
     t.string "application_key"
+    t.text "preferences", null: false
     t.index ["email"], name: "index_submitters_on_email"
     t.index ["slug"], name: "index_submitters_on_slug", unique: true
     t.index ["submission_id"], name: "index_submitters_on_submission_id"
@@ -229,6 +245,8 @@ ActiveRecord::Schema[7.0].define(version: 2023_11_19_222105) do
   add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
   add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
   add_foreign_key "document_generation_events", "submitters"
+  add_foreign_key "email_messages", "accounts"
+  add_foreign_key "email_messages", "users", column: "author_id"
   add_foreign_key "encrypted_configs", "accounts"
   add_foreign_key "encrypted_user_configs", "users"
   add_foreign_key "submission_events", "submissions"

lib/email_messages.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+module EmailMessages
+  module_function
+
+  def find_or_create_for_account_user(account, user, subject, body)
+    subject = SubmitterMailer::DEFAULT_INVITATION_SUBJECT if subject.blank?
+
+    sha1 = Digest::SHA1.hexdigest({ subject:, body: }.to_json)
+
+    message = account.email_messages.find_by(sha1:)
+
+    message ||= account.email_messages.create!(author: user, subject:, body:)
+
+    message
+  end
+end

lib/submissions.rb

@@ -27,11 +27,17 @@ module Submissions
     submission.save!
   end
 
-  def create_from_emails(template:, user:, emails:, source:, mark_as_sent: false)
+  def create_from_emails(template:, user:, emails:, source:, mark_as_sent: false, params: {})
+    preferences = Submitters.normalize_preferences(template.account, user, params)
+
     parse_emails(emails).uniq.map do |email|
-      submission = template.submissions.new(created_by_user: user, source:, template_submitters: template.submitters)
+      submission = template.submissions.new(created_by_user: user,
+                                            source:,
+                                            template_submitters: template.submitters)
+
       submission.submitters.new(email: normalize_email(email),
                                 uuid: template.submitters.first['uuid'],
+                                preferences:,
                                 sent_at: mark_as_sent ? Time.current : nil)
 
       submission.tap(&:save!)
@@ -45,13 +51,13 @@ module Submissions
   end
 
   def create_from_submitters(template:, user:, submissions_attrs:, source:, mark_as_sent: false,
-                             submitters_order: DEFAULT_SUBMITTERS_ORDER)
+                             submitters_order: DEFAULT_SUBMITTERS_ORDER, params: {})
     Submissions::CreateFromSubmitters.call(
-      template:, user:, submissions_attrs:, source:, mark_as_sent:, submitters_order:
+      template:, user:, submissions_attrs:, source:, mark_as_sent:, submitters_order:, params:
     )
   end
 
-  def send_signature_requests(submissions, params)
+  def send_signature_requests(submissions)
     submissions.each do |submission|
       submitters = submission.submitters.reject(&:completed_at?)
 
@@ -59,9 +65,9 @@ module Submissions
         first_submitter =
           submission.template_submitters.filter_map { |s| submitters.find { |e| e.uuid == s['uuid'] } }.first
 
-        Submitters.send_signature_requests([first_submitter], params)
+        Submitters.send_signature_requests([first_submitter])
       else
-        Submitters.send_signature_requests(submitters, params)
+        Submitters.send_signature_requests(submitters)
       end
     end
   end

lib/submissions/create_from_submitters.rb

@@ -4,7 +4,9 @@ module Submissions
   module CreateFromSubmitters
     module_function
 
-    def call(template:, user:, submissions_attrs:, source:, submitters_order:, mark_as_sent: false)
+    def call(template:, user:, submissions_attrs:, source:, submitters_order:, mark_as_sent: false, params: {})
+      preferences = Submitters.normalize_preferences(template.account, user, params)
+
       Array.wrap(submissions_attrs).map do |attrs|
         submission = template.submissions.new(created_by_user: user, source:,
                                               template_submitters: template.submitters, submitters_order:)
@@ -18,7 +20,11 @@ module Submissions
 
           is_order_sent = submitters_order == 'random' || index.zero?
 
-          build_submitter(submission:, attrs: submitter_attrs, uuid:, is_order_sent:, mark_as_sent:)
+          submission_preferences = Submitters.normalize_preferences(template.account, user, attrs)
+
+          build_submitter(submission:, attrs: submitter_attrs, uuid:,
+                          is_order_sent:, mark_as_sent:, user:,
+                          preferences: preferences.merge(submission_preferences))
         end
 
         submission.tap(&:save!)
@@ -85,8 +91,9 @@ module Submissions
         template.submitters[index]&.dig('uuid')
     end
 
-    def build_submitter(submission:, attrs:, uuid:, is_order_sent:, mark_as_sent:)
+    def build_submitter(submission:, attrs:, uuid:, is_order_sent:, mark_as_sent:, user:, preferences:)
       email = Submissions.normalize_email(attrs[:email])
+      submitter_preferences = Submitters.normalize_preferences(submission.account, user, attrs)
 
       submission.submitters.new(
         email:,
@@ -96,6 +103,7 @@ module Submissions
         completed_at: attrs[:completed] ? Time.current : nil,
         sent_at: mark_as_sent && email.present? && is_order_sent ? Time.current : nil,
         values: attrs[:values] || {},
+        preferences: preferences.merge(submitter_preferences),
         uuid:
       )
     end

lib/submissions/generate_audit_trail.rb

@@ -63,7 +63,7 @@ module Submissions
       composer.new_page
 
       composer.column(columns: 1) do |column|
-        add_logo(column)
+        add_logo(column, account)
 
         column.text('Audit Log',
                     font_size: 16,
@@ -268,7 +268,7 @@ module Submissions
       )
     end
 
-    def add_logo(column)
+    def add_logo(column, _account = nil)
       column.image(PdfIcons.logo_io, width: 40, height: 40, position: :float)
 
       column.formatted_text([{ text: 'DocuSeal',

lib/submitters.rb

@@ -1,6 +1,8 @@
 # frozen_string_literal: true
 
 module Submitters
+  TRUE_VALUES = ['1', 'true', true].freeze
+
   module_function
 
   def search(submitters, keyword)
@@ -43,21 +45,30 @@ module Submitters
     )
   end
 
-  def send_signature_requests(submitters, params)
-    return if params[:send_email] != true && params[:send_email] != '1'
+  def normalize_preferences(account, user, params)
+    preferences = {}
 
+    message_params = params['message'].presence || params.slice('subject', 'body').presence
+
+    if message_params.present?
+      email_message = EmailMessages.find_or_create_for_account_user(account, user,
+                                                                    message_params['subject'],
+                                                                    message_params['body'])
+    end
+
+    preferences['email_message_uuid'] = email_message.uuid if email_message
+    preferences['send_email'] = params['send_email'].in?(TRUE_VALUES) if params.key?('send_email')
+    preferences['send_sms'] = params['send_sms'].in?(TRUE_VALUES) if params.key?('send_sms')
+
+    preferences
+  end
+
+  def send_signature_requests(submitters)
     submitters.each do |submitter|
       next if submitter.email.blank?
+      next if submitter.preferences['send_email'] == false
 
-      enqueue_invitation_email(submitter, params)
+      SendSubmitterInvitationEmailJob.perform_later('submitter_id' => submitter.id)
     end
   end
-
-  def enqueue_invitation_email(submitter, params)
-    subject, body = params.values_at(:subject, :body) if params[:is_custom_message] == '1'
-
-    SendSubmitterInvitationEmailJob.perform_later('submitter_id' => submitter.id,
-                                                  'body' => body,
-                                                  'subject' => subject)
-  end
 end

spec/factories/templates.rb

@@ -24,7 +24,7 @@ FactoryBot.define do
       template.schema = [{ attachment_uuid: attachment.uuid, name: 'sample-document' }]
       template.submitters = [
         {
-          'name' => 'First Submitter',
+          'name' => 'First Party',
           'uuid' => '513848eb-1096-4abc-a743-68596b5aaa4c'
         }
       ]