Merge from docusealco/wip

This reverts commit e41fe5fbca.

.github/workflows/ci.yml

@@ -11,7 +11,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.4.1
+          ruby-version: 3.4.2
       - name: Cache gems
         uses: actions/cache@v4
         with:
@@ -35,7 +35,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.4.1
+          ruby-version: 3.4.2
       - name: Cache gems
         uses: actions/cache@v4
         with:
@@ -85,7 +85,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.4.1
+          ruby-version: 3.4.2
       - name: Cache gems
         uses: actions/cache@v4
         with:
@@ -127,7 +127,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.4.1
+          ruby-version: 3.4.2
       - name: Set up Node
         uses: actions/setup-node@v1
         with:
@@ -157,7 +157,10 @@ jobs:
           bundle install --jobs 4 --retry 4
           yarn install
           sudo apt-get update
-          sudo apt-get install libvips
+          sudo apt-get install -y libvips
+          wget -O pdfium-linux.tgz "https://github.com/docusealco/pdfium-binaries/releases/latest/download/pdfium-linux-$(uname -m | sed 's/x86_64/x64/;s/aarch64/arm64/').tgz"
+          sudo tar -xzf pdfium-linux.tgz --strip-components=1 -C /usr/lib lib/libpdfium.so
+          rm -f pdfium-linux.tgz
       - name: Run
         env:
           RAILS_ENV: test

.rspec

@@ -0,0 +1 @@
+--require rails_helper

.rubocop.yml

@@ -66,7 +66,7 @@ RSpec/ExampleLength:
   Max: 50
 
 RSpec/MultipleMemoizedHelpers:
-  Max: 9
+  Max: 15
 
 Metrics/BlockNesting:
   Max: 5

Dockerfile

@@ -1,12 +1,21 @@
-FROM ruby:3.4.1-alpine AS fonts
+FROM ruby:3.4.2-alpine AS download
 
 WORKDIR /fonts
 
-RUN apk --no-cache add fontforge wget && wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Regular.ttf && wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Bold.ttf && wget https://github.com/impallari/DancingScript/raw/master/fonts/DancingScript-Regular.otf && wget https://cdn.jsdelivr.net/gh/notofonts/notofonts.github.io/fonts/NotoSansSymbols2/hinted/ttf/NotoSansSymbols2-Regular.ttf && wget https://github.com/Maxattax97/gnu-freefont/raw/master/ttf/FreeSans.ttf && wget https://github.com/impallari/DancingScript/raw/master/OFL.txt
+RUN apk --no-cache add fontforge wget && \
+    wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Regular.ttf && \
+    wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Bold.ttf && \
+    wget https://github.com/impallari/DancingScript/raw/master/fonts/DancingScript-Regular.otf && \
+    wget https://cdn.jsdelivr.net/gh/notofonts/notofonts.github.io/fonts/NotoSansSymbols2/hinted/ttf/NotoSansSymbols2-Regular.ttf && \
+    wget https://github.com/Maxattax97/gnu-freefont/raw/master/ttf/FreeSans.ttf && \
+    wget https://github.com/impallari/DancingScript/raw/master/OFL.txt && \
+    wget -O pdfium-linux.tgz "https://github.com/docusealco/pdfium-binaries/releases/latest/download/pdfium-linux-$(uname -m | sed 's/x86_64/x64/;s/aarch64/arm64/').tgz" && \
+    mkdir -p /pdfium-linux && \
+    tar -xzf pdfium-linux.tgz -C /pdfium-linux
 
 RUN fontforge -lang=py -c 'font1 = fontforge.open("FreeSans.ttf"); font2 = fontforge.open("NotoSansSymbols2-Regular.ttf"); font1.mergeFonts(font2); font1.generate("FreeSans.ttf")'
 
-FROM ruby:3.4.1-alpine AS webpack
+FROM ruby:3.4.2-alpine AS webpack
 
 ENV RAILS_ENV=production
 ENV NODE_ENV=production
@@ -32,7 +41,7 @@ COPY ./app/views ./app/views
 
 RUN echo "gem 'shakapacker'" > Gemfile && ./bin/shakapacker
 
-FROM ruby:3.4.1-alpine AS app
+FROM ruby:3.4.2-alpine AS app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
@@ -41,7 +50,7 @@ ENV OPENSSL_CONF=/app/openssl_legacy.cnf
 
 WORKDIR /app
 
-RUN echo '@edge https://dl-cdn.alpinelinux.org/alpine/edge/community' >> /etc/apk/repositories && apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler poppler-utils redis libheif@edge vips-heif gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
+RUN echo '@edge https://dl-cdn.alpinelinux.org/alpine/edge/community' >> /etc/apk/repositories && apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev@edge redis libheif@edge vips-heif@edge gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
 
 RUN echo $'.include = /etc/ssl/openssl.cnf\n\
 \n\
@@ -70,8 +79,10 @@ COPY ./tmp ./tmp
 COPY LICENSE README.md Rakefile config.ru .version ./
 COPY .version ./public/version
 
-COPY --from=fonts /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts
-COPY --from=fonts /fonts/FreeSans.ttf /usr/share/fonts/freefont
+COPY --from=download /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts
+COPY --from=download /fonts/FreeSans.ttf /usr/share/fonts/freefont
+COPY --from=download /pdfium-linux/lib/libpdfium.so /usr/lib/libpdfium.so
+COPY --from=download /pdfium-linux/licenses/pdfium.txt /usr/lib/libpdfium-LICENSE.txt
 COPY --from=webpack /app/public/packs ./public/packs
 
 RUN ln -s /fonts /app/public/fonts

Gemfile

@@ -2,7 +2,7 @@
 
 source 'https://rubygems.org'
 
-ruby '3.4.1'
+ruby '3.4.2'
 
 gem 'arabic-letter-connector', require: 'arabic-letter-connector/logic'
 gem 'aws-sdk-s3', require: false

Gemfile.lock

@@ -338,18 +338,18 @@ GEM
     net-smtp (0.5.0)
       net-protocol
     nio4r (2.7.4)
-    nokogiri (1.18.5)
+    nokogiri (1.18.8)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.18.5-aarch64-linux-gnu)
+    nokogiri (1.18.8-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.5-aarch64-linux-musl)
+    nokogiri (1.18.8-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.18.5-arm64-darwin)
+    nokogiri (1.18.8-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.5-x86_64-linux-gnu)
+    nokogiri (1.18.8-x86_64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.5-x86_64-linux-musl)
+    nokogiri (1.18.8-x86_64-linux-musl)
       racc (~> 1.4)
     oj (3.16.8)
       bigdecimal (>= 3.0)
@@ -387,7 +387,7 @@ GEM
     puma (6.5.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.12)
+    rack (3.1.16)
     rack-proxy (0.7.7)
       rack
     rack-session (2.0.0)
@@ -652,7 +652,7 @@ DEPENDENCIES
   webmock
 
 RUBY VERSION
-   ruby 3.4.1p0
+   ruby 3.4.2p28
 
 BUNDLED WITH
    2.5.3

README.md

@@ -42,7 +42,7 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - PDF signature verification
 - Users management
 - Mobile-optimized
-- 6 UI languages with signing available in 13 languages
+- 6 UI languages with signing available in 14 languages
 - API and Webhooks for integrations
 - Easy to deploy in minutes
 

app/controllers/account_configs_controller.rb

@@ -1,8 +1,10 @@
 # frozen_string_literal: true
 
 class AccountConfigsController < ApplicationController
-  before_action :load_account_config
-  authorize_resource :account_config
+  before_action :load_account_config, only: :create
+  authorize_resource :account_config, only: :create
+
+  load_and_authorize_resource :account_config, only: :destroy
 
   ALLOWED_KEYS = [
     AccountConfig::ALLOW_TYPED_SIGNATURE,
@@ -15,6 +17,7 @@ class AccountConfigsController < ApplicationController
     AccountConfig::DOWNLOAD_LINKS_AUTH_KEY,
     AccountConfig::FORCE_SSO_AUTH_KEY,
     AccountConfig::FLATTEN_RESULT_PDF_KEY,
+    AccountConfig::ENFORCE_SIGNING_ORDER_KEY,
     AccountConfig::WITH_SIGNATURE_ID,
     AccountConfig::COMBINE_PDF_RESULT_KEY,
     AccountConfig::REQUIRE_SIGNING_REASON_KEY,
@@ -29,6 +32,14 @@ class AccountConfigsController < ApplicationController
     head :ok
   end
 
+  def destroy
+    raise InvalidKey unless ALLOWED_KEYS.include?(@account_config.key)
+
+    @account_config.destroy!
+
+    redirect_back(fallback_location: root_path)
+  end
+
   private
 
   def load_account_config

app/controllers/accounts_controller.rb

@@ -45,7 +45,7 @@ class AccountsController < ApplicationController
   def destroy
     authorize!(:manage, current_account)
 
-    true_user.update!(locked_at: Time.current)
+    true_user.update!(locked_at: Time.current, email: true_user.email.sub('@', '+removed@'))
 
     # rubocop:disable Layout/LineLength
     render turbo_stream: turbo_stream.replace(

app/controllers/api/active_storage_blobs_proxy_controller.rb

@@ -21,7 +21,11 @@ module Api
 
       blob = ActiveStorage::Blob.find_by!(uuid: blob_uuid)
 
-      authorization_check!(blob) if exp.blank?
+      attachment = blob.attachments.take
+
+      @record = attachment.record
+
+      authorization_check!(attachment) if exp.blank?
 
       if request.headers['Range'].present?
         send_blob_byte_range_data blob, request.headers['Range']
@@ -37,9 +41,7 @@ module Api
 
     private
 
-    def authorization_check!(blob)
-      attachment = blob.attachments.take
-
+    def authorization_check!(attachment)
       is_authorized = attachment.name.in?(%w[logo preview_images]) ||
                       (current_user && attachment.record.account.id == current_user.account_id) ||
                       (current_user && !Docuseal.multitenant? && current_user.role == 'superadmin') ||

app/controllers/api/attachments_controller.rb

@@ -10,6 +10,12 @@ module Api
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
+      if params[:type].in?(%w[initials signature]) && ImageUtils.blank?(Vips::Image.new_from_file(params[:file].path))
+        Rollbar.error("Empty signature: #{submitter.id}") if defined?(Rollbar)
+
+        return render json: { error: "#{params[:type]} is empty" }, status: :unprocessable_entity
+      end
+
       attachment = Submitters.create_attachment!(submitter, params)
 
       if params[:remember_signature] == 'true' && submitter.email.present?

app/controllers/api/submissions_controller.rb

@@ -10,14 +10,8 @@ module Api
     end
 
     def index
-      submissions = Submissions.search(@submissions, params[:q])
-      submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
-
-      if params[:template_folder].present?
-        submissions = submissions.joins(template: :folder).where(folder: { name: params[:template_folder] })
-      end
-
-      submissions = Submissions::Filter.call(submissions, current_user, params)
+      submissions = Submissions.search(current_user, @submissions, params[:q])
+      submissions = filter_submissions(submissions, params)
 
       submissions = paginate(submissions.preload(:created_by_user, :submitters,
                                                  template: :folder,
@@ -86,6 +80,8 @@ module Api
         end
       end
 
+      SearchEntries.enqueue_reindex(submissions)
+
       render json: build_create_json(submissions)
     rescue Submitters::NormalizeValues::BaseError, Submissions::CreateFromSubmitters::BaseError,
            DownloadUtils::UnableToDownload => e
@@ -111,6 +107,23 @@ module Api
 
     private
 
+    def filter_submissions(submissions, params)
+      submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
+      submissions = submissions.where(slug: params[:slug]) if params[:slug].present?
+
+      if params[:template_folder].present?
+        folder = TemplateFolder.accessible_by(current_ability).find_by(name: params[:template_folder])
+
+        submissions = folder ? submissions.joins(:template).where(template: { folder_id: folder.id }) : submissions.none
+      end
+
+      if params.key?(:archived)
+        submissions = params[:archived].in?(['true', true]) ? submissions.archived : submissions.active
+      end
+
+      Submissions::Filter.call(submissions, current_user, params)
+    end
+
     def build_create_json(submissions)
       json = submissions.flat_map do |submission|
         submission.submitters.map do |s|
@@ -174,14 +187,15 @@ module Api
     def submissions_params
       permitted_attrs = [
         :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
-        :expire_at,
+        :require_phone_2fa, :expire_at, :name,
         {
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
                         :completed, :phone, :application_key, :external_id, :reply_to, :go_to_last,
+                        :require_phone_2fa,
                         { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
-                                   :readonly, :validation_pattern, :invalid_message,
+                                   :readonly, :required, :validation_pattern, :invalid_message,
                                    { default_value: [], value: [], preferences: {} }] }]]
         }
       ]

app/controllers/api/submitter_email_clicks_controller.rb

@@ -6,10 +6,10 @@ module Api
     skip_authorization_check
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      if params[:t] == SubmissionEvents.build_tracking_param(submitter, 'click_email')
-        SubmissionEvents.create_with_tracking_data(submitter, 'click_email', request)
+      if params[:t] == SubmissionEvents.build_tracking_param(@submitter, 'click_email')
+        SubmissionEvents.create_with_tracking_data(@submitter, 'click_email', request)
       end
 
       render json: {}

app/controllers/api/submitter_form_views_controller.rb

@@ -6,15 +6,15 @@ module Api
     skip_authorization_check
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      submitter.opened_at = Time.current
-      submitter.save
+      @submitter.opened_at = Time.current
+      @submitter.save
 
-      SubmissionEvents.create_with_tracking_data(submitter, 'view_form', request)
+      SubmissionEvents.create_with_tracking_data(@submitter, 'view_form', request)
 
-      WebhookUrls.for_account_id(submitter.account_id, 'form.viewed').each do |webhook_url|
-        SendFormViewedWebhookRequestJob.perform_async('submitter_id' => submitter.id,
+      WebhookUrls.for_account_id(@submitter.account_id, 'form.viewed').each do |webhook_url|
+        SendFormViewedWebhookRequestJob.perform_async('submitter_id' => @submitter.id,
                                                       'webhook_url_id' => webhook_url.id)
       end
 

app/controllers/api/submitters_controller.rb

@@ -5,17 +5,9 @@ module Api
     load_and_authorize_resource :submitter
 
     def index
-      submitters = Submitters.search(@submitters, params[:q])
+      submitters = Submitters.search(current_user, @submitters, params[:q])
 
-      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
-      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
-      submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
-
-      if params[:template_id].present?
-        submitters = submitters.joins(:submission).where(submission: { template_id: params[:template_id] })
-      end
-
-      submitters = maybe_filder_by_completed_at(submitters, params)
+      submitters = filter_submitters(submitters, params)
 
       submitters = paginate(
         submitters.preload(:template, :submission, :submission_events,
@@ -45,14 +37,16 @@ module Api
         return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_entity
       end
 
-      role = @submitter.submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
+      submission = @submitter.submission
+      role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
 
-      normalized_params, new_attachments =
-        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
-                                                                     for_submitter: @submitter)
+      normalized_params, new_attachments = Submissions::NormalizeParamUtils.normalize_submitter_params!(
+        submitter_params.merge(role:),
+        @submitter.template || Template.new(submitters: submission.template_submitters, account: @submitter.account),
+        for_submitter: @submitter
+      )
 
-      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
-                                                                  [normalized_params],
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(submission, [normalized_params],
                                                                   default_submitter_uuid: @submitter.uuid)
 
       assign_submitter_attrs(@submitter, normalized_params)
@@ -73,10 +67,10 @@ module Api
         Submitters.send_signature_requests([@submitter])
       end
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: false,
-                                                                with_urls: true,
-                                                                with_events: false,
-                                                                params:)
+      SearchEntries.enqueue_reindex(@submitter)
+
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_urls: true,
+                                                                with_events: false, params:)
     rescue Submitters::NormalizeValues::BaseError, DownloadUtils::UnableToDownload => e
       Rollbar.warning(e) if defined?(Rollbar)
 
@@ -88,9 +82,9 @@ module Api
 
       submitter_params.permit(
         :send_email, :send_sms, :reply_to, :completed_redirect_url, :uuid, :name, :email, :role,
-        :completed, :phone, :application_key, :external_id, :go_to_last,
+        :completed, :phone, :application_key, :external_id, :go_to_last, :require_phone_2fa,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [[:name, :uuid, :default_value, :value,
+          fields: [[:name, :uuid, :default_value, :value, :required,
                     :readonly, :validation_pattern, :invalid_message,
                     { default_value: [], value: [], preferences: {} }]] }
       )
@@ -163,6 +157,19 @@ module Api
       submitter
     end
 
+    def filter_submitters(submitters, params)
+      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
+      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
+      submitters = submitters.where(slug: params[:slug]) if params[:slug].present?
+      submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
+
+      if params[:template_id].present?
+        submitters = submitters.joins(:submission).where(submissions: { template_id: params[:template_id] })
+      end
+
+      maybe_filder_by_completed_at(submitters, params)
+    end
+
     def assign_external_id(submitter, attrs)
       submitter.external_id = attrs[:application_key] if attrs.key?(:application_key)
       submitter.external_id = attrs[:external_id] if attrs.key?(:external_id)
@@ -186,6 +193,10 @@ module Api
 
       submitter.preferences['send_sms'] = submitter_preferences['send_sms'] if submitter_preferences.key?('send_sms')
       submitter.preferences['reply_to'] = submitter_preferences['reply_to'] if submitter_preferences.key?('reply_to')
+      if submitter_preferences.key?('require_phone_2fa')
+        submitter.preferences['require_phone_2fa'] = submitter_preferences['require_phone_2fa']
+      end
+
       if submitter_preferences.key?('go_to_last')
         submitter.preferences['go_to_last'] = submitter_preferences['go_to_last']
       end

app/controllers/api/templates_clone_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :template
 
     def create
-      authorize!(:manage, @template)
+      authorize!(:create, @template)
 
       ActiveRecord::Associations::Preloader.new(
         records: [@template],
@@ -21,17 +21,20 @@ module Api
       )
 
       cloned_template.source = :api
-      cloned_template.save!
 
       schema_documents = Templates::CloneAttachments.call(template: cloned_template,
                                                           original_template: @template,
                                                           documents: params[:documents])
 
+      cloned_template.save!
+
       WebhookUrls.for_account_id(cloned_template.account_id, 'template.created').each do |webhook_url|
         SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => cloned_template.id,
                                                            'webhook_url_id' => webhook_url.id)
       end
 
+      SearchEntries.enqueue_reindex(cloned_template)
+
       render json: Templates::SerializeForApi.call(cloned_template, schema_documents)
     end
   end

app/controllers/api/templates_controller.rb

@@ -65,6 +65,8 @@ module Api
 
       @template.update!(template_params)
 
+      SearchEntries.enqueue_reindex(@template)
+
       WebhookUrls.for_account_id(@template.account_id, 'template.updated').each do |webhook_url|
         SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id,
                                                            'webhook_url_id' => webhook_url.id)
@@ -86,11 +88,17 @@ module Api
     private
 
     def filter_templates(templates, params)
-      templates = Templates.search(templates, params[:q])
+      templates = Templates.search(current_user, templates, params[:q])
       templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?
-      templates = templates.joins(:folder).where(folder: { name: params[:folder] }) if params[:folder].present?
+      templates = templates.where(slug: params[:slug]) if params[:slug].present?
+
+      if params[:folder].present?
+        folder = TemplateFolder.accessible_by(current_ability).find_by(name: params[:folder])
+
+        templates = folder ? templates.where(folder:) : templates.none
+      end
 
       templates
     end
@@ -99,6 +107,7 @@ module Api
       permitted_params = [
         :name,
         :external_id,
+        :shared_link,
         {
           submitters: [%i[name uuid is_requester invite_by_uuid optional_invite_by_uuid linked_to_uuid email]],
           fields: [[:uuid, :submitter_uuid, :name, :type,

app/controllers/application_controller.rb

@@ -55,6 +55,14 @@ class ApplicationController < ActionController::Base
     request.session[:impersonated_user_id] = user.uuid
   end
 
+  def pagy_auto(collection, **keyword_args)
+    if current_ability.can?(:manage, :countless)
+      pagy_countless(collection, **keyword_args)
+    else
+      pagy(collection, **keyword_args)
+    end
+  end
+
   private
 
   def with_locale(&)

app/controllers/email_smtp_settings_controller.rb

@@ -9,7 +9,9 @@ class EmailSmtpSettingsController < ApplicationController
 
   def create
     if @encrypted_config.update(email_configs)
-      SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email'] || current_user.email).deliver_now!
+      unless Docuseal.multitenant?
+        SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email'] || current_user.email).deliver_now!
+      end
 
       redirect_to settings_email_index_path, notice: I18n.t('changes_have_been_saved')
     else

app/controllers/errors_controller.rb

@@ -5,8 +5,12 @@ class ErrorsController < ActionController::Base
     'This feature is available in Pro Edition: https://www.docuseal.com/pricing'
 
   ENTERPRISE_PATHS = [
+    '/submissions/html',
+    '/api/submissions/html',
     '/templates/html',
     '/api/templates/html',
+    '/submissions/pdf',
+    '/api/submissions/pdf',
     '/templates/pdf',
     '/api/templates/pdf',
     '/templates/doc',

app/controllers/preview_document_page_controller.rb

@@ -12,6 +12,8 @@ class PreviewDocumentPageController < ActionController::API
 
     return head :not_found unless attachment
 
+    @template = attachment.record
+
     preview_image = attachment.preview_images.joins(:blob)
                               .find_by(blob: { filename: ["#{params[:id]}.png", "#{params[:id]}.jpg"] })
 

app/controllers/search_entries_reindex_controller.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class SearchEntriesReindexController < ApplicationController
+  def create
+    authorize!(:manage, EncryptedConfig)
+
+    ReindexAllSearchEntriesJob.perform_async
+
+    AccountConfig.find_or_initialize_by(account_id: Account.minimum(:id), key: :fulltext_search)
+                 .update!(value: true)
+
+    Docuseal.instance_variable_set(:@fulltext_search, nil)
+
+    redirect_back(fallback_location: settings_account_path,
+                  notice: "Started building search index. Visit #{root_url}jobs/busy to check progress.")
+  end
+end

app/controllers/send_submission_email_controller.rb

@@ -10,27 +10,37 @@ class SendSubmissionEmailController < ApplicationController
   SEND_DURATION = 30.minutes
 
   def create
-    @submitter =
-      if params[:template_slug]
-        Submitter.joins(submission: :template).find_by!(email: params[:email].to_s.downcase,
-                                                        template: { slug: params[:template_slug] })
-      elsif params[:submission_slug]
-        Submitter.joins(:submission).find_by!(email: params[:email].to_s.downcase,
-                                              submission: { slug: params[:submission_slug] })
-      else
-        Submitter.find_by!(slug: params[:submitter_slug])
+    if params[:template_slug]
+      template = Template.find_by!(slug: params[:template_slug])
+
+      @submitter =
+        Submitter.completed.where(submission: template.submissions).find_by!(email: params[:email].to_s.downcase)
+    elsif params[:submission_slug]
+      submission = Submission.find_by(slug: params[:submission_slug])
+
+      if submission
+        @submitter = Submitter.completed.find_by(submission: submission, email: params[:email].to_s.downcase)
       end
 
+      return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
+    else
+      @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
+    end
+
     RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
 
-    unless EmailEvent.exists?(tag: :submitter_documents_copy, email: @submitter.email, emailable: @submitter,
-                              event_type: :send, created_at: SEND_DURATION.ago..Time.current)
-      SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later!
-    end
+    SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! unless already_sent?(@submitter)
 
     respond_to do |f|
       f.html { render :success }
       f.json { head :ok }
     end
   end
+
+  private
+
+  def already_sent?(submitter)
+    EmailEvent.exists?(tag: :submitter_documents_copy, email: submitter.email, emailable: submitter,
+                       event_type: :send, created_at: SEND_DURATION.ago..Time.current)
+  end
 end

app/controllers/setup_controller.rb

@@ -34,6 +34,7 @@ class SetupController < ApplicationController
         { key: EncryptedConfig::ESIGN_CERTS_KEY, value: GenerateCertificate.call.transform_values(&:to_pem) }
       ]
       @account.encrypted_configs.create!(encrypted_configs)
+      @account.account_configs.create!(key: :fulltext_search, value: true) if SearchEntry.table_exists?
 
       Docuseal.refresh_default_url_options!
 

app/controllers/start_form_controller.rb

@@ -8,26 +8,37 @@ class StartFormController < ApplicationController
 
   around_action :with_browser_locale, only: %i[show completed]
   before_action :maybe_redirect_com, only: %i[show completed]
+  before_action :load_resubmit_submitter, only: :update
   before_action :load_template
+  before_action :authorize_start!, only: :update
 
   def show
-    @submitter = @template.submissions.new(account_id: @template.account_id)
-                          .submitters.new(uuid: (filter_undefined_submitters(@template).first ||
-                                                 @template.submitters.first)['uuid'])
+    raise ActionController::RoutingError, I18n.t('not_found') if @template.preferences['require_phone_2fa']
+
+    if @template.shared_link?
+      @submitter = @template.submissions.new(account_id: @template.account_id)
+                            .submitters.new(account_id: @template.account_id,
+                                            uuid: (filter_undefined_submitters(@template).first ||
+                                                  @template.submitters.first)['uuid'])
+    else
+      Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+      return render :private if current_user && current_ability.can?(:read, @template)
+
+      raise ActionController::RoutingError, I18n.t('not_found')
+    end
   end
 
   def update
-    return redirect_to start_form_path(@template.slug) if @template.archived_at?
-
     @submitter = find_or_initialize_submitter(@template, submitter_params)
 
     if @submitter.completed_at?
-      redirect_to start_form_completed_path(@template.slug, email: submitter_params[:email])
+      redirect_to start_form_completed_path(@template.slug, submitter_params.compact_blank)
     else
       if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
         @error_message = multiple_submitters_error_message
 
-        return render :show
+        return render :show, status: :unprocessable_entity
       end
 
       if (is_new_record = @submitter.new_record?)
@@ -38,55 +49,116 @@ class StartFormController < ApplicationController
         @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
       end
 
-      if @submitter.save
+      if @submitter.errors.blank? && @submitter.save
         if is_new_record
-          WebhookUrls.for_account_id(@submitter.account_id, 'submission.created').each do |webhook_url|
-            SendSubmissionCreatedWebhookRequestJob.perform_async('submission_id' => @submitter.submission_id,
-                                                                 'webhook_url_id' => webhook_url.id)
+          enqueue_submission_create_webhooks(@submitter)
+
+          SearchEntries.enqueue_reindex(@submitter)
+
+          if @submitter.submission.expire_at?
+            ProcessSubmissionExpiredJob.perform_at(@submitter.submission.expire_at,
+                                                   'submission_id' => @submitter.submission_id)
           end
         end
 
         redirect_to submit_form_path(@submitter.slug)
       else
-        render :show
+        render :show, status: :unprocessable_entity
       end
     end
   end
 
   def completed
+    return redirect_to start_form_path(@template.slug) if !@template.shared_link? || @template.archived_at?
+
+    submitter_params = params.permit(:name, :email, :phone).tap do |attrs|
+      attrs[:email] = Submissions.normalize_email(attrs[:email])
+    end
+
+    required_fields = @template.preferences.fetch('link_form_fields', ['email'])
+
+    required_params = required_fields.index_with { |key| submitter_params[key] }
+
+    raise ActionController::RoutingError, I18n.t('not_found') if required_params.any? { |_, v| v.blank? } ||
+                                                                 required_params.except('name').compact_blank.blank?
+
     @submitter = Submitter.where(submission: @template.submissions)
                           .where.not(completed_at: nil)
-                          .find_by!(email: params[:email])
+                          .find_by!(required_params)
   end
 
   private
 
+  def load_resubmit_submitter
+    @resubmit_submitter =
+      if params[:resubmit].present? && !params[:resubmit].in?([true, 'true'])
+        Submitter.find_by(slug: params[:resubmit])
+      end
+  end
+
+  def authorize_start!
+    return redirect_to start_form_path(@template.slug) if @template.archived_at?
+
+    return if @resubmit_submitter
+    return if @template.shared_link? || (current_user && current_ability.can?(:read, @template))
+
+    Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+    redirect_to start_form_path(@template.slug)
+  end
+
+  def enqueue_submission_create_webhooks(submitter)
+    WebhookUrls.for_account_id(submitter.account_id, 'submission.created').each do |webhook_url|
+      SendSubmissionCreatedWebhookRequestJob.perform_async('submission_id' => submitter.submission_id,
+                                                           'webhook_url_id' => webhook_url.id)
+    end
+  end
+
   def find_or_initialize_submitter(template, submitter_params)
-    Submitter.where(submission: template.submissions.where(expire_at: Time.current..)
-                                        .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
-             .order(id: :desc)
-             .where(declined_at: nil)
-             .where(external_id: nil)
-             .where(ip: [nil, request.remote_ip])
-             .then { |rel| params[:resubmit].present? ? rel.where(completed_at: nil) : rel }
-             .find_or_initialize_by(email: submitter_params[:email], **submitter_params.compact_blank)
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
+
+    required_params = required_fields.index_with { |key| submitter_params[key] }
+
+    find_params = required_params.except('name')
+
+    submitter = Submitter.new if find_params.compact_blank.blank?
+
+    submitter ||=
+      Submitter
+      .where(submission: template.submissions.where(expire_at: Time.current..)
+                                 .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+      .order(id: :desc)
+      .where(declined_at: nil)
+      .where(external_id: nil)
+      .where(ip: [nil, request.remote_ip])
+      .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
+      .find_or_initialize_by(find_params)
+
+    submitter.name = required_params['name'] if submitter.new_record?
+
+    unless @resubmit_submitter
+      required_params.each do |key, value|
+        submitter.errors.add(key.to_sym, :blank) if value.blank?
+      end
+    end
+
+    submitter
   end
 
   def assign_submission_attributes(submitter, template)
-    resubmit_submitter =
-      (Submitter.where(submission: template.submissions).find_by(slug: params[:resubmit]) if params[:resubmit].present?)
-
     submitter.assign_attributes(
       uuid: (filter_undefined_submitters(template).first || @template.submitters.first)['uuid'],
       ip: request.remote_ip,
       ua: request.user_agent,
-      values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
-      metadata: resubmit_submitter&.metadata.presence || {}
+      values: @resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
+      preferences: @resubmit_submitter&.preferences.presence || { 'send_email' => true },
+      metadata: @resubmit_submitter&.metadata.presence || {}
     )
 
+    submitter.assign_attributes(@resubmit_submitter.slice(:name, :email, :phone)) if @resubmit_submitter
+
     if submitter.values.present?
-      resubmit_submitter.attachments.each do |attachment|
+      @resubmit_submitter.attachments.each do |attachment|
         submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
       end
     end
@@ -94,6 +166,7 @@ class StartFormController < ApplicationController
     submitter.submission ||= Submission.new(template:,
                                             account_id: template.account_id,
                                             template_submitters: template.submitters,
+                                            expire_at: Templates.build_default_expire_at(template),
                                             submitters: [submitter],
                                             source: :link)
 
@@ -103,19 +176,25 @@ class StartFormController < ApplicationController
   end
 
   def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
   end
 
   def submitter_params
+    return current_user.slice(:email) if params[:selfsign]
+    return @resubmit_submitter.slice(:name, :phone, :email) if @resubmit_submitter.present?
+
     params.require(:submitter).permit(:email, :phone, :name).tap do |attrs|
       attrs[:email] = Submissions.normalize_email(attrs[:email])
     end
   end
 
   def load_template
-    slug = params[:slug] || params[:start_form_slug]
-
-    @template = Template.find_by!(slug:)
+    @template =
+      if @resubmit_submitter
+        @resubmit_submitter.template
+      else
+        Template.find_by!(slug: params[:slug] || params[:start_form_slug])
+      end
   end
 
   def multiple_submitters_error_message

app/controllers/submissions_archived_controller.rb

@@ -4,14 +4,12 @@ class SubmissionsArchivedController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
-                               .preload(:created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user, template: :author)
 
-    @submissions = @submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
-
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
@@ -20,6 +18,6 @@ class SubmissionsArchivedController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_controller.rb

@@ -8,6 +8,10 @@ class SubmissionsController < ApplicationController
 
   prepend_before_action :maybe_redirect_com, only: %i[show]
 
+  before_action only: :create do
+    authorize!(:create, Submission)
+  end
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
@@ -26,8 +30,6 @@ class SubmissionsController < ApplicationController
   end
 
   def create
-    authorize!(:create, Submission)
-
     save_template_message(@template, params) if params[:save_message] == '1'
 
     if params[:is_custom_message] != '1'
@@ -56,7 +58,14 @@ class SubmissionsController < ApplicationController
 
     Submissions.send_signature_requests(submissions)
 
+    SearchEntries.enqueue_reindex(submissions)
+
     redirect_to template_path(@template), notice: I18n.t('new_recipients_have_been_added')
+  rescue Submissions::CreateFromSubmitters::BaseError => e
+    render turbo_stream: turbo_stream.replace(:submitters_error,
+                                              partial: 'submissions/error',
+                                              locals: { error: e.message }),
+           status: :unprocessable_entity
   end
 
   def destroy
@@ -76,7 +85,7 @@ class SubmissionsController < ApplicationController
         I18n.t('submission_has_been_archived')
       end
 
-    redirect_back(fallback_location: template_path(@submission.template), notice:)
+    redirect_back(fallback_location: @submission.template_id ? template_path(@submission.template) : root_path, notice:)
   end
 
   private

app/controllers/submissions_dashboard_controller.rb

@@ -4,15 +4,13 @@ class SubmissionsDashboardController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
-                               .preload(:created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user, template: :author)
 
-    @submissions = @submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
-
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
@@ -21,6 +19,6 @@ class SubmissionsDashboardController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_download_controller.rb

@@ -8,25 +8,25 @@ class SubmissionsDownloadController < ApplicationController
   FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
+    @submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
 
     signature_valid =
-      if submitter&.slug == params[:submitter_slug]
+      if @submitter&.slug == params[:submitter_slug]
         true
       else
-        submitter = nil
+        @submitter = nil
       end
 
-    submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
+    @submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
 
-    Submissions::EnsureResultGenerated.call(submitter)
+    Submissions::EnsureResultGenerated.call(@submitter)
 
-    last_submitter = submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+    last_submitter = @submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+
+    return head :not_found unless last_submitter
 
     Submissions::EnsureResultGenerated.call(last_submitter)
 
-    return head :not_found unless last_submitter.completed_at?
-
     if last_submitter.completed_at < TTL.ago && !signature_valid && !current_user_submitter?(last_submitter)
       Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)
 
@@ -34,7 +34,7 @@ class SubmissionsDownloadController < ApplicationController
     end
 
     if params[:combined] == 'true'
-      url = build_combined_url(submitter)
+      url = build_combined_url(@submitter)
 
       if url
         render json: [url]

app/controllers/submissions_preview_controller.rb

@@ -1,6 +1,7 @@
 # frozen_string_literal: true
 
 class SubmissionsPreviewController < ApplicationController
+  around_action :with_browser_locale
   skip_before_action :authenticate_user!
   skip_authorization_check
 

app/controllers/submit_form_controller.rb

@@ -7,30 +7,28 @@ class SubmitFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
+  before_action :load_submitter, only: %i[show update completed]
+  before_action :maybe_render_locked_page, only: :show
+
   CONFIG_KEYS = [].freeze
 
   def show
-    @submitter = Submitter.find_by!(slug: params[:slug])
-
     submission = @submitter.submission
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
-    return render :archived if submission.template.archived_at? ||
-                               submission.archived_at? ||
-                               @submitter.account.archived_at?
-    return render :expired if submission.expired?
-    return render :declined if @submitter.declined_at?
-    return render :awaiting if submission.template.preferences['submitters_order'] == 'preserved' &&
+
+    @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
+
+    return render :awaiting if (@form_configs[:enforce_signing_order] ||
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
                                !Submitters.current_submitter_order?(@submitter)
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(submission)
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
     @attachments_index = build_attachments_index(submission)
 
-    @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
-
     return unless @form_configs[:prefill_signature]
 
     if (user_signature = UserConfigs.load_signature(current_user))
@@ -48,40 +46,53 @@ class SubmitFormController < ApplicationController
   end
 
   def update
-    submitter = Submitter.find_by!(slug: params[:slug])
-
-    if submitter.completed_at?
+    if @submitter.completed_at?
       return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_entity
     end
 
-    if submitter.template.archived_at? || submitter.submission.archived_at?
+    if @submitter.template&.archived_at? || @submitter.submission.archived_at?
       return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_entity
     end
 
-    if submitter.submission.expired?
+    if @submitter.submission.expired?
       return render json: { error: I18n.t('form_has_been_expired') }, status: :unprocessable_entity
     end
 
-    if submitter.declined_at?
+    if @submitter.declined_at?
       return render json: { error: I18n.t('form_has_been_declined') },
                     status: :unprocessable_entity
     end
 
-    Submitters::SubmitValues.call(submitter, params, request)
+    Submitters::SubmitValues.call(@submitter, params, request)
 
     head :ok
+  rescue Submitters::SubmitValues::RequiredFieldError => e
+    Rollbar.warning("Required field #{@submitter.id}: #{e.message}") if defined?(Rollbar)
+
+    render json: { field_uuid: e.message }, status: :unprocessable_entity
   rescue Submitters::SubmitValues::ValidationError => e
     render json: { error: e.message }, status: :unprocessable_entity
   end
 
-  def completed
-    @submitter = Submitter.completed.find_by!(slug: params[:submit_form_slug])
-  end
+  def completed; end
 
   def success; end
 
   private
 
+  def maybe_render_locked_page
+    return render :archived if @submitter.submission.template&.archived_at? ||
+                               @submitter.submission.archived_at? ||
+                               @submitter.account.archived_at?
+    return render :expired if @submitter.submission.expired?
+
+    render :declined if @submitter.declined_at?
+  end
+
+  def load_submitter
+    @submitter = Submitter.find_by!(slug: params[:slug] || params[:submit_form_slug])
+  end
+
   def build_attachments_index(submission)
     ActiveStorage::Attachment.where(record: submission.submitters, name: :attachments)
                              .preload(:blob).index_by(&:uuid)

app/controllers/submit_form_decline_controller.rb

@@ -11,7 +11,7 @@ class SubmitFormDeclineController < ApplicationController
                                                            submitter.completed_at? ||
                                                            submitter.submission.archived_at? ||
                                                            submitter.submission.expired? ||
-                                                           submitter.submission.template.archived_at?
+                                                           submitter.submission.template&.archived_at?
 
     ApplicationRecord.transaction do
       submitter.update!(declined_at: Time.current)

app/controllers/submit_form_download_controller.rb

@@ -7,25 +7,28 @@ class SubmitFormDownloadController < ApplicationController
   FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return redirect_to submitter_download_index_path(submitter.slug) if submitter.completed_at?
+    return redirect_to submitter_download_index_path(@submitter.slug) if @submitter.completed_at?
 
-    return head :unprocessable_entity if submitter.declined_at? ||
-                                         submitter.submission.archived_at? ||
-                                         submitter.submission.expired? ||
-                                         submitter.submission.template.archived_at?
+    return head :unprocessable_entity if @submitter.declined_at? ||
+                                         @submitter.submission.archived_at? ||
+                                         @submitter.submission.expired? ||
+                                         @submitter.submission.template&.archived_at? ||
+                                         AccountConfig.exists?(account_id: @submitter.account_id,
+                                                               key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,
+                                                               value: false)
 
-    last_completed_submitter = submitter.submission.submitters
-                                        .where.not(id: submitter.id)
-                                        .where.not(completed_at: nil)
-                                        .max_by(&:completed_at)
+    last_completed_submitter = @submitter.submission.submitters
+                                         .where.not(id: @submitter.id)
+                                         .where.not(completed_at: nil)
+                                         .max_by(&:completed_at)
 
     attachments =
       if last_completed_submitter
         Submitters.select_attachments_for_download(last_completed_submitter)
       else
-        submitter.submission.template.schema_documents.preload(:blob)
+        @submitter.submission.schema_documents.preload(:blob)
       end
 
     urls = attachments.map do |attachment|

app/controllers/submit_form_draw_signature_controller.rb

@@ -12,7 +12,7 @@ class SubmitFormDrawSignatureController < ApplicationController
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
 
-    if @submitter.submission.template.archived_at? || @submitter.submission.archived_at?
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
       return redirect_to submit_form_path(@submitter.slug)
     end
 

app/controllers/submit_form_invite_controller.rb

@@ -45,7 +45,7 @@ class SubmitFormInviteController < ApplicationController
       !submitter.completed_at? &&
       !submitter.submission.archived_at? &&
       !submitter.submission.expired? &&
-      !submitter.submission.template.archived_at?
+      !submitter.submission.template&.archived_at?
   end
 
   def filter_invite_submitters(submitter, key = 'invite_by_uuid')

app/controllers/submit_form_values_controller.rb

@@ -8,7 +8,7 @@ class SubmitFormValuesController < ApplicationController
     submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
     return render json: {} if submitter.completed_at? || submitter.declined_at?
-    return render json: {} if submitter.submission.template.archived_at? ||
+    return render json: {} if submitter.submission.template&.archived_at? ||
                               submitter.submission.archived_at? ||
                               submitter.submission.expired?
 

app/controllers/submitters_autocomplete_controller.rb

@@ -22,13 +22,17 @@ class SubmittersAutocompleteController < ApplicationController
 
   def search_submitters(submitters)
     if SELECT_COLUMNS.include?(params[:field])
-      column = Submitter.arel_table[params[:field].to_sym]
+      if Docuseal.fulltext_search?
+        Submitters.fulltext_search_field(current_user, submitters, params[:q], params[:field])
+      else
+        column = Submitter.arel_table[params[:field].to_sym]
 
-      term = "#{params[:q].downcase}%"
+        term = "#{params[:q].downcase}%"
 
-      submitters.where(column.matches(term))
+        submitters.where(column.matches(term))
+      end
     else
-      Submitters.search(submitters, params[:q])
+      Submitters.search(current_user, submitters, params[:q])
     end
   end
 end

app/controllers/submitters_controller.rb

@@ -38,6 +38,8 @@ class SubmittersController < ApplicationController
     if @submitter.save
       maybe_resend_email_sms(@submitter, params)
 
+      SearchEntries.enqueue_reindex(@submitter)
+
       redirect_back fallback_location: submission_path(submission), notice: I18n.t('changes_have_been_saved')
     else
       redirect_back fallback_location: submission_path(submission), alert: I18n.t('unable_to_save')

app/controllers/submitters_resubmit_controller.rb

@@ -6,13 +6,15 @@ class SubmittersResubmitController < ApplicationController
   def update
     return redirect_to submit_form_path(slug: @submitter.slug) if @submitter.email != current_user.email
 
-    submission = @submitter.template.submissions.new(created_by_user: current_user,
-                                                     submitters_order: :preserved,
-                                                     **@submitter.submission.slice(:template_fields,
-                                                                                   :account_id,
-                                                                                   :template_schema,
-                                                                                   :template_submitters,
-                                                                                   :preferences))
+    submission = @submitter.account.submissions.new(created_by_user: current_user,
+                                                    submitters_order: :preserved,
+                                                    **@submitter.submission.slice(:template_fields,
+                                                                                  :account_id,
+                                                                                  :name,
+                                                                                  :template_id,
+                                                                                  :template_schema,
+                                                                                  :template_submitters,
+                                                                                  :preferences))
 
     @submitter.submission.submitters.each do |submitter|
       new_submitter = submission.submitters.new(submitter.slice(:uuid, :email, :phone, :name,
@@ -27,6 +29,10 @@ class SubmittersResubmitController < ApplicationController
 
     submission.save!
 
+    @submitter.submission.documents_attachments.each do |attachment|
+      submission.documents_attachments.create!(uuid: attachment.uuid, blob_id: attachment.blob_id)
+    end
+
     redirect_to submit_form_path(slug: @new_submitter.slug)
   end
 

app/controllers/template_folders_autocomplete_controller.rb

@@ -6,7 +6,9 @@ class TemplateFoldersAutocompleteController < ApplicationController
   LIMIT = 100
 
   def index
-    template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
+    templates_query = Template.accessible_by(current_ability).where(archived_at: nil)
+
+    template_folders = @template_folders.where(id: templates_query.select(:folder_id))
     template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
 
     render json: template_folders.as_json(only: %i[name archived_at])

app/controllers/template_folders_controller.rb

@@ -5,10 +5,11 @@ class TemplateFoldersController < ApplicationController
 
   def show
     @templates = @template_folder.templates.active.accessible_by(current_ability)
-                                 .preload(:author, :template_accesses).order(id: :desc)
-    @templates = Templates.search(@templates, params[:q])
+                                 .preload(:author, :template_accesses)
+    @templates = Templates.search(current_user, @templates, params[:q])
+    @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
 
-    @pagy, @templates = pagy(@templates, limit: 12)
+    @pagy, @templates = pagy_auto(@templates, limit: 12)
   end
 
   def edit; end

app/controllers/templates_archived_controller.rb

@@ -5,8 +5,8 @@ class TemplatesArchivedController < ApplicationController
 
   def index
     @templates = @templates.where.not(archived_at: nil).preload(:author, :folder, :template_accesses).order(id: :desc)
-    @templates = Templates.search(@templates, params[:q])
+    @templates = Templates.search(current_user, @templates, params[:q])
 
-    @pagy, @templates = pagy(@templates, limit: 12)
+    @pagy, @templates = pagy_auto(@templates, limit: 12)
   end
 end

app/controllers/templates_archived_submissions_controller.rb

@@ -6,7 +6,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
 
   def index
     @submissions = @submissions.where.not(archived_at: nil)
-    @submissions = Submissions.search(@submissions, params[:q], search_values: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_values: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
@@ -15,7 +15,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_clone_and_replace_controller.rb

@@ -0,0 +1,37 @@
+# frozen_string_literal: true
+
+class TemplatesCloneAndReplaceController < ApplicationController
+  load_and_authorize_resource :template
+
+  def create
+    return head :unprocessable_entity if params[:files].blank?
+
+    ActiveRecord::Associations::Preloader.new(
+      records: [@template],
+      associations: [schema_documents: :preview_images_attachments]
+    ).call
+
+    cloned_template = Templates::Clone.call(@template, author: current_user)
+    cloned_template.name = File.basename(params[:files].first.original_filename, '.*')
+    cloned_template.save!
+
+    documents = Templates::ReplaceAttachments.call(cloned_template, params, extract_fields: true)
+
+    cloned_template.save!
+
+    Templates::CloneAttachments.call(template: cloned_template, original_template: @template,
+                                     excluded_attachment_uuids: documents.map(&:uuid))
+
+    SearchEntries.enqueue_reindex(cloned_template)
+
+    respond_to do |f|
+      f.html { redirect_to edit_template_path(cloned_template) }
+      f.json { render json: { id: cloned_template.id } }
+    end
+  rescue Templates::CreateAttachments::PdfEncrypted
+    respond_to do |f|
+      f.html { render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password) }
+      f.json { render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_entity }
+    end
+  end
+end

app/controllers/templates_controller.rb

@@ -8,7 +8,7 @@ class TemplatesController < ApplicationController
   def show
     submissions = @template.submissions.accessible_by(current_ability)
     submissions = submissions.active if @template.archived_at.blank?
-    submissions = Submissions.search(submissions, params[:q], search_values: true)
+    submissions = Submissions.search(current_user, submissions, params[:q], search_values: true)
     submissions = Submissions::Filter.call(submissions, current_user, params.except(:status))
 
     @base_submissions = submissions
@@ -21,9 +21,7 @@ class TemplatesController < ApplicationController
                     submissions.order(id: :desc)
                   end
 
-    submissions = submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
-
-    @pagy, @submissions = pagy(submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end
@@ -74,6 +72,8 @@ class TemplatesController < ApplicationController
     if @template.save
       Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
 
+      SearchEntries.enqueue_reindex(@template)
+
       enqueue_template_created_webhooks(@template)
 
       maybe_redirect_to_template(@template)
@@ -83,7 +83,13 @@ class TemplatesController < ApplicationController
   end
 
   def update
-    @template.update!(template_params)
+    @template.assign_attributes(template_params)
+
+    is_name_changed = @template.name_changed?
+
+    @template.save!
+
+    SearchEntries.enqueue_reindex(@template) if is_name_changed
 
     enqueue_template_updated_webhooks(@template)
 

app/controllers/templates_dashboard_controller.rb

@@ -9,13 +9,15 @@ class TemplatesDashboardController < ApplicationController
   FOLDERS_PER_PAGE = 18
 
   def index
-    @template_folders = @template_folders.where(id: @templates.active.select(:folder_id)).order(id: :desc)
+    @template_folders = @template_folders.where(id: @templates.active.select(:folder_id))
 
     @template_folders = TemplateFolders.search(@template_folders, params[:q])
+    @template_folders = sort_template_folders(@template_folders, current_user,
+                                              cookies.permanent[:dashboard_templates_order])
 
     @pagy, @template_folders = pagy(
       @template_folders,
-      items: FOLDERS_PER_PAGE,
+      limit: FOLDERS_PER_PAGE,
       page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
     )
 
@@ -23,7 +25,8 @@ class TemplatesDashboardController < ApplicationController
       @templates = @templates.none
     else
       @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
-      @templates = filter_templates(@templates)
+      @templates = filter_templates(@templates).preload(:author, :template_accesses)
+      @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
 
       limit =
         if @template_folders.size < 4
@@ -32,26 +35,84 @@ class TemplatesDashboardController < ApplicationController
           (@template_folders.size < 7 ? 9 : 6)
         end
 
-      @pagy, @templates = pagy(@templates, limit:)
+      @pagy, @templates = pagy_auto(@templates, limit:)
+
+      load_related_submissions if params[:q].present? && @templates.blank?
     end
   end
 
   private
 
   def filter_templates(templates)
-    rel = templates.active.preload(:author, :template_accesses).order(id: :desc)
+    rel = templates.active
 
     if params[:q].blank?
-      if Docuseal.multitenant? && !current_account.testing?
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
-      else
-        shared_template_ids =
-          TemplateSharing.where(account_id: [current_account.id, TemplateSharing::ALL_ID]).select(:template_id)
+      if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
+        shared_account_ids = [current_user.account_id]
+        shared_account_ids << TemplateSharing::ALL_ID if !Docuseal.multitenant? && !current_account.testing?
 
-        rel = rel.where(folder_id: current_account.default_template_folder.id).or(rel.where(id: shared_template_ids))
+        shared_template_ids = TemplateSharing.where(account_id: shared_account_ids).select(:template_id)
+
+        rel = Template.where(
+          Template.arel_table[:id].in(
+            rel.where(folder_id: current_account.default_template_folder.id).select(:id).arel
+               .union(shared_template_ids.arel)
+          )
+        )
+      else
+        rel = rel.where(folder_id: current_account.default_template_folder.id)
       end
     end
 
-    Templates.search(rel, params[:q])
+    Templates.search(current_user, rel, params[:q])
+  end
+
+  def sort_template_folders(template_folders, current_user, order)
+    case order
+    when 'used_at'
+      subquery =
+        Template.left_joins(:submissions)
+                .group(:folder_id)
+                .where(account_id: current_user.account_id)
+                .select(
+                  :folder_id,
+                  Template.arel_table[:updated_at].maximum.as('updated_at_max'),
+                  Submission.arel_table[:created_at].maximum.as('submission_created_at_max')
+                )
+
+      template_folders = template_folders.joins(
+        Template.arel_table
+                .join(subquery.arel.as('templates'), Arel::Nodes::OuterJoin)
+                .on(TemplateFolder.arel_table[:id].eq(Template.arel_table[:folder_id]))
+                .join_sources
+      )
+
+      template_folders.order(
+        Arel::Nodes::Case.new
+                         .when(Template.arel_table[:submission_created_at_max].gt(Template.arel_table[:updated_at_max]))
+                         .then(Template.arel_table[:submission_created_at_max])
+                         .else(Template.arel_table[:updated_at_max])
+                         .desc
+      )
+    when 'name'
+      template_folders.order(name: :asc)
+    else
+      template_folders.order(id: :desc)
+    end
+  end
+
+  def load_related_submissions
+    @related_submissions = Submission.accessible_by(current_ability)
+                                     .left_joins(:template)
+                                     .where(archived_at: nil)
+                                     .where(templates: { archived_at: nil })
+                                     .preload(:template_accesses, :created_by_user,
+                                              template: :author,
+                                              submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
   end
 end

app/controllers/templates_form_preview_controller.rb

@@ -13,7 +13,7 @@ class TemplatesFormPreviewController < ApplicationController
 
     @submitter.submission.submitters = @template.submitters.map { |item| Submitter.new(uuid: item['uuid']) }
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(@submitter.submission)
 
     @attachments_index = ActiveStorage::Attachment.where(record: @submitter.submission.submitters, name: :attachments)
                                                   .preload(:blob).index_by(&:uuid)

app/controllers/templates_preferences_controller.rb

@@ -24,14 +24,22 @@ class TemplatesPreferencesController < ApplicationController
                       documents_copy_email_enabled documents_copy_email_attach_audit
                       documents_copy_email_attach_documents documents_copy_email_reply_to
                       completed_notification_email_attach_documents
-                      completed_redirect_url
-                      submitters_order
+                      completed_redirect_url validate_unique_submitters
+                      require_all_submitters submitters_order require_phone_2fa
+                      default_expire_at_duration
+                      default_expire_at
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +
                       [completed_message: %i[title body],
-                       submitters: [%i[uuid request_email_subject request_email_body]]]
+                       submitters: [%i[uuid request_email_subject request_email_body]], link_form_fields: []]
     ).tap do |attrs|
       attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'
+
+      if (default_expire_at = attrs.dig(:preferences, :default_expire_at).presence)
+        attrs[:preferences][:default_expire_at] =
+          (ActiveSupport::TimeZone[current_account.timezone] || Time.zone).parse(default_expire_at).utc
+      end
+
       attrs[:preferences] = attrs[:preferences].transform_values do |value|
         if %w[true false].include?(value)
           value == 'true'

app/controllers/templates_share_link_controller.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+class TemplatesShareLinkController < ApplicationController
+  load_and_authorize_resource :template
+
+  def show; end
+
+  def create
+    authorize!(:update, @template)
+
+    @template.update!(template_params)
+
+    if params[:redir].present?
+      redirect_to params[:redir]
+    else
+      head :ok
+    end
+  end
+
+  private
+
+  def template_params
+    params.require(:template).permit(:shared_link)
+  end
+end

app/controllers/templates_uploads_controller.rb

@@ -25,6 +25,8 @@ class TemplatesUploadsController < ApplicationController
 
     enqueue_template_created_webhooks(@template)
 
+    SearchEntries.enqueue_reindex(@template)
+
     redirect_to edit_template_path(@template)
   rescue Templates::CreateAttachments::PdfEncrypted
     render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password)

app/controllers/user_configs_controller.rb

@@ -5,7 +5,8 @@ class UserConfigsController < ApplicationController
   authorize_resource :user_config
 
   ALLOWED_KEYS = [
-    UserConfig::RECEIVE_COMPLETED_EMAIL
+    UserConfig::RECEIVE_COMPLETED_EMAIL,
+    UserConfig::SHOW_APP_TOUR
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -28,6 +29,7 @@ class UserConfigsController < ApplicationController
   def user_config_params
     params.required(:user_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
       attrs[:value] = attrs[:value] == '1' if attrs[:value].in?(%w[1 0])
+      attrs[:value] = attrs[:value] == 'true' if attrs[:value].in?(%w[true false])
     end
   end
 end

app/controllers/users_controller.rb

@@ -16,7 +16,7 @@ class UsersController < ApplicationController
         @users.active.where.not(role: 'integration')
       end
 
-    @pagy, @users = pagy(@users.where(account: current_account).order(id: :desc))
+    @pagy, @users = pagy(@users.preload(account: :account_accesses).where(account: current_account).order(id: :desc))
   end
 
   def new; end

app/javascript/application.js

@@ -24,6 +24,7 @@ import SubmitForm from './elements/submit_form'
 import PromptPassword from './elements/prompt_password'
 import EmailsTextarea from './elements/emails_textarea'
 import ToggleOnSubmit from './elements/toggle_on_submit'
+import CheckOnClick from './elements/check_on_click'
 import PasswordInput from './elements/password_input'
 import SearchInput from './elements/search_input'
 import ToggleAttribute from './elements/toggle_attribute'
@@ -32,11 +33,12 @@ import CheckboxGroup from './elements/checkbox_group'
 import MaskedInput from './elements/masked_input'
 import SetDateButton from './elements/set_date_button'
 import IndeterminateCheckbox from './elements/indeterminate_checkbox'
+import AppTour from './elements/app_tour'
+import DashboardDropzone from './elements/dashboard_dropzone'
+import RequiredCheckboxGroup from './elements/required_checkbox_group'
 
 import * as TurboInstantClick from './lib/turbo_instant_click'
 
-import './images/preview.png'
-
 TurboInstantClick.start()
 
 document.addEventListener('turbo:before-cache', () => {
@@ -101,6 +103,10 @@ safeRegisterElement('checkbox-group', CheckboxGroup)
 safeRegisterElement('masked-input', MaskedInput)
 safeRegisterElement('set-date-button', SetDateButton)
 safeRegisterElement('indeterminate-checkbox', IndeterminateCheckbox)
+safeRegisterElement('app-tour', AppTour)
+safeRegisterElement('dashboard-dropzone', DashboardDropzone)
+safeRegisterElement('check-on-click', CheckOnClick)
+safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {
@@ -125,8 +131,10 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       withSendButton: this.dataset.withSendButton !== 'false',
       withSignYourselfButton: this.dataset.withSignYourselfButton !== 'false',
       withConditions: this.dataset.withConditions === 'true',
+      withReplaceAndCloneUpload: true,
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),
-      acceptFileTypes: this.dataset.acceptFileTypes
+      acceptFileTypes: this.dataset.acceptFileTypes,
+      showTourStartForm: this.dataset.showTourStartForm === 'true'
     })
 
     this.component = this.app.mount(this.appElem)

app/javascript/draw.js

@@ -1,5 +1,6 @@
 import SignaturePad from 'signature_pad'
 import { cropCanvasAndExportToPNG } from './submission_form/crop_canvas'
+import { isValidSignatureCanvas } from './submission_form/validate_signature'
 
 window.customElements.define('draw-signature', class extends HTMLElement {
   connectedCallback () {
@@ -43,6 +44,8 @@ window.customElements.define('draw-signature', class extends HTMLElement {
 
           return response
         })
+      }).catch(error => {
+        console.log(error)
       }).finally(() => {
         this.submitButton.disabled = false
       })
@@ -65,26 +68,26 @@ window.customElements.define('draw-signature', class extends HTMLElement {
   }
 
   async submitImage () {
-    return new Promise((resolve, reject) => {
-      cropCanvasAndExportToPNG(this.canvas, { errorOnTooSmall: true }).then(async (blob) => {
-        const file = new File([blob], 'signature.png', { type: 'image/png' })
+    if (!isValidSignatureCanvas(this.pad.toData())) {
+      alert('Signature is too small or simple. Please redraw.')
 
-        const formData = new FormData()
+      return Promise.reject(new Error('Image too small or simple'))
+    }
 
-        formData.append('file', file)
-        formData.append('submitter_slug', this.dataset.slug)
-        formData.append('name', 'attachments')
-        formData.append('remember_signature', 'true')
+    return cropCanvasAndExportToPNG(this.canvas).then(async (blob) => {
+      const file = new File([blob], 'signature.png', { type: 'image/png' })
 
-        return fetch('/api/attachments', {
-          method: 'POST',
-          body: formData
-        }).then((resp) => resp.json()).then((attachment) => {
-          return resolve(attachment)
-        })
-      }).catch((error) => {
-        return reject(error)
-      })
+      const formData = new FormData()
+
+      formData.append('file', file)
+      formData.append('submitter_slug', this.dataset.slug)
+      formData.append('name', 'attachments')
+      formData.append('remember_signature', 'true')
+
+      return fetch('/api/attachments', {
+        method: 'POST',
+        body: formData
+      }).then(resp => resp.json())
     })
   }
 

app/javascript/elements/app_tour.js

@@ -0,0 +1,338 @@
+export default class extends HTMLElement {
+  async connectedCallback () {
+    this.tourType = this.dataset.type
+    this.nextPagePath = this.dataset.nextPagePath
+    this.I18n = JSON.parse(this.dataset.i18n || '{}')
+
+    if (this.dataset.showTour === 'true') this.start()
+  }
+
+  async start () {
+    if (window.innerWidth < 768) return
+
+    const [{ driver }] = await Promise.all([
+      import('driver.js'),
+      import('driver.js/dist/driver.css')
+    ])
+
+    this.driverObj = driver({
+      showProgress: true,
+      nextBtnText: this.I18n.next,
+      prevBtnText: this.I18n.previous,
+      doneBtnText: this.I18n.done,
+      onDestroyStarted: () => {
+        this.disableAppGuide().finally(() => { this.destroy() })
+      },
+      onHighlightStarted: (element) => {
+        if (element) {
+          const clickHandler = () => {
+            this.disableAppGuide().finally(() => { this.destroy() })
+            element.removeEventListener('click', clickHandler)
+          }
+
+          element.addEventListener('click', clickHandler)
+        }
+      }
+    })
+
+    if (this.tourType === 'dashboard') {
+      this.showDashboardTour()
+    } else if (this.tourType === 'builder') {
+      this.showTemplateBuilderTour()
+    } else if (this.tourType === 'account') {
+      this.showAccountTour()
+    } else if (this.tourType === 'template') {
+      this.showTemplateTour()
+    }
+  }
+
+  disconnectedCallback () {
+    if (this.driverObj) this.destroy()
+  }
+
+  destroy () {
+    if (this.builderTemplate) this.builderTemplate.fields.shift()
+    if (this.driverObj) this.driverObj.destroy()
+  }
+
+  showTemplateTour () {
+    const steps = [
+      {
+        element: '#share_link_clipboard',
+        popover: {
+          title: this.I18n.copy_and_share_link,
+          description: this.I18n.copy_and_share_link_description,
+          side: 'bottom',
+          align: 'end'
+        }
+      },
+      {
+        element: '#sign_yourself_button',
+        popover: {
+          title: this.I18n.sign_the_document,
+          description: this.I18n.sign_the_document_description,
+          side: 'top',
+          align: 'center'
+        }
+      },
+      {
+        element: '#send_to_recipients_button',
+        popover: {
+          title: this.I18n.send_for_signing,
+          description: this.I18n.add_recipients_description,
+          side: 'top',
+          align: 'center'
+        }
+      },
+      {
+        element: '#add_recipients_button',
+        popover: {
+          title: this.I18n.add_recipients,
+          description: this.I18n.add_recipients_description,
+          side: 'bottom',
+          align: 'end'
+        }
+      },
+      {
+        element: '#account_settings_button',
+        popover: {
+          title: this.I18n.settings,
+          description: this.I18n.settings_template_description,
+          side: 'right',
+          align: 'start',
+          showButtons: this.nextPagePath ? ['next', 'previous', 'close'] : ['previous', 'close'],
+          onNextClick: () => {
+            if (this.nextPagePath) {
+              window.Turbo.visit(this.nextPagePath)
+            }
+          }
+        }
+      }
+    ].filter((step) => document.querySelector(step.element))
+
+    this.driverObj.setSteps(steps)
+    this.driverObj.drive()
+  }
+
+  showDashboardTour () {
+    this.driverObj.setSteps([
+      {
+        element: '#templates_submissions_toggle',
+        popover: {
+          title: this.I18n.template_and_submissions,
+          description: this.I18n.template_and_submissions_description,
+          side: 'right',
+          align: 'start'
+        }
+      },
+      {
+        element: '#templates_upload_button',
+        popover: {
+          title: this.I18n.upload_a_pdf_file,
+          description: this.I18n.upload_a_pdf_file_description,
+          side: 'left',
+          align: 'start',
+          showButtons: this.nextPagePath ? ['next', 'previous', 'close'] : ['previous', 'close'],
+          onNextClick: () => {
+            if (this.nextPagePath) {
+              window.Turbo.visit(this.nextPagePath)
+            }
+          }
+        },
+        onHighlightStarted: () => {}
+      }
+    ])
+
+    this.driverObj.drive()
+  }
+
+  showAccountTour () {
+    this.driverObj.setSteps([
+      {
+        element: '#account_settings_menu',
+        popover: {
+          title: this.I18n.settings,
+          description: this.I18n.settings_account_description,
+          side: 'right',
+          align: 'start'
+        }
+      },
+      {
+        element: '#support_channels',
+        popover: {
+          title: this.I18n.support,
+          description: this.I18n.support_description,
+          side: 'left',
+          align: 'start'
+        }
+      }
+    ].filter((step) => document.querySelector(step.element)))
+
+    this.driverObj.drive()
+  }
+
+  showTemplateBuilderTour () {
+    const builderComponent = document.querySelector('template-builder')?.component
+
+    this.builderTemplate = builderComponent?.template
+
+    if (this.builderTemplate) {
+      this.builderTemplate.fields.unshift({
+        uuid: 'b387399b-88dc-4345-9d37-743e97a9b2b3',
+        submitter_uuid: this.builderTemplate.submitters[0].uuid,
+        name: 'First Name',
+        type: 'text'
+      })
+
+      builderComponent.$nextTick(() => {
+        this.driverObj.setSteps([
+          {
+            element: '.roles-dropdown',
+            popover: {
+              title: this.I18n.select_a_signer_party,
+              description: this.I18n.select_a_signer_party_description,
+              side: 'left',
+              align: 'start',
+              onPopoverRender: () => {
+                const rolesDropdown = document.querySelector('.roles-dropdown')
+
+                rolesDropdown.dispatchEvent(new Event('mouseenter', { bubbles: true, cancelable: true }))
+                rolesDropdown.classList.add('dropdown-open')
+              }
+            }
+          },
+          {
+            element: '.roles-dropdown .dropdown-content',
+            popover: {
+              title: this.I18n.available_parties,
+              description: this.I18n.available_parties_description,
+              side: 'left',
+              align: 'start',
+              onPopoverRender: () => {
+                document.querySelector('.roles-dropdown .dropdown-content').classList.remove('driver-active-element')
+              },
+              onNextClick: () => {
+                document.querySelector('.roles-dropdown').classList.remove('dropdown-open')
+                this.driverObj.moveNext()
+              }
+            }
+          },
+          {
+            element: '#field-types-grid',
+            popover: {
+              title: this.I18n.available_field_types,
+              description: this.I18n.available_field_types_description,
+              side: 'right',
+              align: 'start',
+              onPrevClick: () => {
+                document.querySelector('.roles-dropdown').classList.add('dropdown-open')
+                this.driverObj.movePrevious()
+              }
+            }
+          },
+          {
+            element: '#text_type_field_button',
+            popover: {
+              title: this.I18n.text_input_field,
+              description: this.I18n.text_input_field_description,
+              side: 'left',
+              align: 'start'
+            }
+          },
+          {
+            element: '#signature_type_field_button',
+            popover: {
+              title: this.I18n.signature_field,
+              description: this.I18n.signature_field_description,
+              side: 'left',
+              align: 'start'
+            }
+          },
+          {
+            element: '.fields',
+            popover: {
+              title: this.I18n.added_fields,
+              description: this.I18n.added_fields_description,
+              side: 'right',
+              align: 'start'
+            }
+          },
+          {
+            element: '.list-field label:has(svg.tabler-icon-settings)',
+            popover: {
+              title: this.I18n.open_field_settings,
+              description: this.I18n.open_field_settings_description,
+              side: 'bottom',
+              align: 'end',
+              onPopoverRender: () => {
+                const settingsDropdown = document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings)')
+
+                document.querySelectorAll('.list-field div:first-child .text-transparent').forEach((e) => e.classList.remove('text-transparent'))
+                settingsDropdown.dispatchEvent(new Event('mouseenter', { bubbles: true, cancelable: true }))
+                settingsDropdown.classList.add('dropdown-open')
+              }
+            }
+          },
+          {
+            element: '.list-field div:first-child span:has(svg.tabler-icon-settings) .dropdown-content',
+            popover: {
+              title: this.I18n.field_settings,
+              description: this.I18n.field_settings_description,
+              side: 'left',
+              align: 'start',
+              onPopoverRender: () => {
+                document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings) .dropdown-content').classList.remove('driver-active-element')
+              },
+              onNextClick: () => {
+                document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings)').classList.remove('dropdown-open')
+                this.driverObj.moveNext()
+              }
+            }
+          },
+          {
+            element: '#send_button',
+            popover: {
+              title: this.I18n.send_document,
+              description: this.I18n.send_document_description,
+              side: 'bottom',
+              align: 'end',
+              onPrevClick: () => {
+                document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings)').classList.add('dropdown-open')
+                this.driverObj.movePrevious()
+              }
+            }
+          },
+          {
+            element: '#sign_yourself_button',
+            popover: {
+              title: this.I18n.sign_yourself,
+              description: this.I18n.sign_yourself_description,
+              side: 'bottom',
+              align: 'end',
+              onNextClick: () => {
+                if (this.nextPagePath) {
+                  window.Turbo.visit(this.nextPagePath)
+                } else {
+                  this.destroy()
+                }
+              }
+            }
+          }
+        ])
+
+        this.driverObj.drive()
+      })
+    }
+  }
+
+  async disableAppGuide () {
+    return fetch('/user_configs', {
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/json',
+        'X-CSRF-Token': document.querySelector('meta[name="csrf-token"]').content
+      },
+      body: JSON.stringify({ key: 'show_app_tour', value: false })
+    })
+  }
+}

app/javascript/elements/check_on_click.js

@@ -0,0 +1,14 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.addEventListener('click', () => {
+      if (this.element && !this.element.disabled && !this.element.checked) {
+        this.element.checked = true
+        this.element.dispatchEvent(new Event('change', { bubbles: true }))
+      }
+    })
+  }
+
+  get element () {
+    return document.getElementById(this.dataset.elementId)
+  }
+}

app/javascript/elements/clipboard_copy.js

@@ -3,8 +3,6 @@ export default class extends HTMLElement {
     this.clearChecked()
 
     this.addEventListener('click', (e) => {
-      e.stopPropagation()
-
       const text = this.dataset.text || this.innerText.trim()
 
       if (navigator.clipboard) {

app/javascript/elements/dashboard_dropzone.js

@@ -0,0 +1,222 @@
+import { target, targets, targetable } from '@github/catalyst/lib/targetable'
+
+const loadingIconHtml = `<svg xmlns="http://www.w3.org/2000/svg" class="animate-spin" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M12 3a9 9 0 1 0 9 9" />
+</svg>`
+
+export default targetable(class extends HTMLElement {
+  static [targets.static] = [
+    'hiddenOnDrag',
+    'folderCards',
+    'templateCards'
+  ]
+
+  static [target.static] = [
+    'form',
+    'fileDropzone',
+    'fileDropzoneLoading'
+  ]
+
+  connectedCallback () {
+    document.addEventListener('drop', this.onWindowDragdrop)
+    document.addEventListener('dragover', this.onWindowDropover)
+
+    window.addEventListener('dragleave', this.onWindowDragleave)
+
+    this.fileDropzone?.addEventListener('drop', this.onDropFile)
+
+    this.folderCards.forEach((el) => el.addEventListener('drop', (e) => this.onDropFolder(e, el)))
+    this.templateCards.forEach((el) => el.addEventListener('drop', this.onDropTemplate))
+    this.templateCards.forEach((el) => el.addEventListener('dragstart', this.onTemplateDragStart))
+
+    return [this.fileDropzone, ...this.folderCards, ...this.templateCards].forEach((el) => {
+      el?.addEventListener('dragover', this.onDragover)
+      el?.addEventListener('dragleave', this.onDragleave)
+    })
+  }
+
+  disconnectedCallback () {
+    document.removeEventListener('drop', this.onWindowDragdrop)
+    document.removeEventListener('dragover', this.onWindowDropover)
+
+    window.removeEventListener('dragleave', this.onWindowDragleave)
+  }
+
+  onTemplateDragStart = (e) => {
+    const id = e.target.href.split('/').pop()
+
+    e.dataTransfer.effectAllowed = 'move'
+
+    if (id) {
+      e.dataTransfer.setData('template_id', id)
+
+      const dragPreview = e.target.cloneNode(true)
+      const rect = e.target.getBoundingClientRect()
+
+      const height = e.target.children[0].getBoundingClientRect().height + 50
+
+      dragPreview.children[1].remove()
+      dragPreview.style.width = `${rect.width}px`
+      dragPreview.style.height = `${height}px`
+      dragPreview.style.position = 'absolute'
+      dragPreview.style.top = '-1000px'
+      dragPreview.style.pointerEvents = 'none'
+      dragPreview.style.opacity = '0.9'
+
+      document.body.appendChild(dragPreview)
+
+      e.dataTransfer.setDragImage(dragPreview, rect.width / 2, height / 2)
+
+      setTimeout(() => document.body.removeChild(dragPreview), 0)
+    }
+  }
+
+  onDropFile = (e) => {
+    e.preventDefault()
+
+    this.fileDropzoneLoading.classList.remove('hidden')
+    this.fileDropzoneLoading.previousElementSibling.classList.add('hidden')
+    this.fileDropzoneLoading.classList.add('opacity-50')
+
+    this.uploadFiles(e.dataTransfer.files, '/templates_upload')
+  }
+
+  onDropFolder = (e, el) => {
+    e.preventDefault()
+
+    const templateId = e.dataTransfer.getData('template_id')
+
+    if (e.dataTransfer.files.length || templateId) {
+      const loading = document.createElement('div')
+      const svg = el.querySelector('svg')
+
+      loading.innerHTML = loadingIconHtml
+      loading.children[0].classList.add(...svg.classList)
+
+      el.replaceChild(loading.children[0], svg)
+      el.classList.add('opacity-50')
+
+      if (e.dataTransfer.files.length) {
+        const params = new URLSearchParams({ folder_name: el.innerText }).toString()
+
+        this.uploadFiles(e.dataTransfer.files, `/templates_upload?${params}`)
+      } else {
+        const formData = new FormData()
+
+        formData.append('name', el.innerText)
+
+        fetch(`/templates/${templateId}/folder`, {
+          method: 'PUT',
+          redirect: 'manual',
+          body: formData,
+          headers: {
+            'X-CSRF-Token': document.querySelector('meta[name="csrf-token"]').content
+          }
+        }).finally(() => {
+          window.Turbo.cache.clear()
+          window.Turbo.visit(location.href)
+        })
+      }
+    }
+  }
+
+  onDropTemplate = (e) => {
+    e.preventDefault()
+
+    if (e.dataTransfer.files.length) {
+      const loading = document.createElement('div')
+      loading.classList.add('bottom-5', 'left-0', 'flex', 'justify-center', 'w-full', 'absolute')
+      loading.innerHTML = loadingIconHtml
+
+      e.target.appendChild(loading)
+      e.target.classList.add('opacity-50')
+
+      const id = e.target.href.split('/').pop()
+
+      this.uploadFiles(e.dataTransfer.files, `/templates/${id}/clone_and_replace`)
+    }
+  }
+
+  onWindowDragdrop = (e) => {
+    e.preventDefault()
+
+    if (!this.isLoading) this.hideDraghover()
+  }
+
+  uploadFiles (files, url) {
+    this.isLoading = true
+
+    this.form.action = url
+
+    this.form.querySelector('[type="file"]').files = files
+
+    this.form.querySelector('[type="submit"]').click()
+  }
+
+  onWindowDropover = (e) => {
+    e.preventDefault()
+
+    if (e.dataTransfer?.types?.includes('Files')) {
+      this.showDraghover()
+    }
+  }
+
+  onDragover (e) {
+    if (e.dataTransfer?.types?.includes('Files') || this.dataset.targets !== 'dashboard-dropzone.templateCards') {
+      this.style.backgroundColor = '#F7F3F0'
+
+      if (this.classList.contains('before:border-base-300')) {
+        this.classList.remove('before:border-base-300')
+        this.classList.add('before:border-base-content/30')
+      } else if (this.classList.contains('border-base-300')) {
+        this.classList.remove('border-base-300')
+        this.classList.add('border-base-content/30')
+      }
+    }
+  }
+
+  onDragleave () {
+    this.style.backgroundColor = null
+
+    if (this.classList.contains('before:border-base-content/30')) {
+      this.classList.remove('before:border-base-content/30')
+      this.classList.add('before:border-base-300')
+    } else if (this.classList.contains('border-base-content/30')) {
+      this.classList.remove('border-base-content/30')
+      this.classList.add('border-base-300')
+    }
+  }
+
+  onWindowDragleave = (e) => {
+    if (e.clientX <= 0 || e.clientY <= 0 || e.clientX >= window.innerWidth || e.clientY >= window.innerHeight) {
+      this.hideDraghover()
+    }
+  }
+
+  showDraghover = () => {
+    if (this.isDrag) return
+
+    this.isDrag = true
+
+    this.fileDropzone?.classList?.remove('hidden')
+
+    this.hiddenOnDrag.forEach((el) => { el.style.display = 'none' })
+
+    return [...this.folderCards, ...this.templateCards].forEach((el) => {
+      el.classList.remove('bg-base-200', 'before:hidden')
+    })
+  }
+
+  hideDraghover = () => {
+    this.isDrag = false
+
+    this.fileDropzone?.classList?.add('hidden')
+
+    this.hiddenOnDrag.forEach((el) => { el.style.display = null })
+
+    return [...this.folderCards, ...this.templateCards].forEach((el) => {
+      el.classList.add('bg-base-200', 'before:hidden')
+    })
+  }
+})

app/javascript/elements/fetch_form.js

@@ -0,0 +1,36 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.form.addEventListener('submit', (e) => {
+      e.preventDefault()
+
+      this.submit()
+    })
+
+    if (this.dataset.onload === 'true') {
+      this.form.querySelector('button').click()
+    }
+  }
+
+  submit () {
+    fetch(this.form.action, {
+      method: this.form.method,
+      body: new FormData(this.form)
+    }).then(async (resp) => {
+      if (!resp.ok) {
+        try {
+          const data = JSON.parse(await resp.text())
+
+          if (data.error) {
+            alert(data.error)
+          }
+        } catch (err) {
+          console.error(err)
+        }
+      }
+    })
+  }
+
+  get form () {
+    return this.querySelector('form')
+  }
+}

app/javascript/elements/file_dropzone.js

@@ -5,19 +5,37 @@ export default actionable(targetable(class extends HTMLElement {
   static [target.static] = [
     'loading',
     'icon',
-    'input'
+    'input',
+    'area'
   ]
 
   connectedCallback () {
-    this.addEventListener('drop', this.onDrop)
-
     this.addEventListener('dragover', (e) => e.preventDefault())
-
+    this.addEventListener('drop', this.onDrop)
     document.addEventListener('turbo:submit-end', this.toggleLoading)
+    this.area?.addEventListener('dragover', this.onDragover)
+    this.area?.addEventListener('dragleave', this.onDragleave)
   }
 
   disconnectedCallback () {
+    this.removeEventListener('drop', this.onDrop)
     document.removeEventListener('turbo:submit-end', this.toggleLoading)
+    this.area?.removeEventListener('dragover', this.onDragover)
+    this.area?.removeEventListener('dragleave', this.onDragleave)
+  }
+
+  onDragover (e) {
+    if (e.dataTransfer?.types?.includes('Files')) {
+      this.style.backgroundColor = '#F7F3F0'
+      this.classList.remove('border-base-300', 'hover:bg-base-200/30')
+      this.classList.add('border-base-content/30')
+    }
+  }
+
+  onDragleave () {
+    this.style.backgroundColor = null
+    this.classList.remove('border-base-content/30')
+    this.classList.add('border-base-300', 'hover:bg-base-200/30')
   }
 
   onDrop (e) {
@@ -35,7 +53,7 @@ export default actionable(targetable(class extends HTMLElement {
   }
 
   toggleLoading = (e) => {
-    if (e && e.target && !e.target.contains(this)) {
+    if (e && e.target && (!e.target.contains(this) || !e.detail?.formSubmission?.formElement?.contains(this))) {
       return
     }
 

app/javascript/elements/required_checkbox_group.js

@@ -0,0 +1,17 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.querySelectorAll('input[type="checkbox"]').forEach(checkbox => {
+      checkbox.addEventListener('change', this.handleChange)
+    })
+  }
+
+  handleChange = () => {
+    if (this.checkedCount !== 0) {
+      this.closest('form')?.requestSubmit()
+    }
+  }
+
+  get checkedCount () {
+    return this.querySelectorAll('input[type="checkbox"]:checked').length
+  }
+}

app/javascript/elements/scroll_buttons.js

@@ -0,0 +1,62 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.header = document.querySelector('#signing_form_header')
+
+    window.addEventListener('scroll', this.onScroll)
+    window.addEventListener('resize', this.onResize)
+
+    if (!this.isNarrow() && this.isHeaderNotVisible()) {
+      this.showButtons({ animate: false })
+    }
+  }
+
+  disconnectedCallback () {
+    window.removeEventListener('scroll', this.onScroll)
+    window.removeEventListener('resize', this.onResize)
+  }
+
+  onResize = () => {
+    if (this.isNarrow()) {
+      this.hideButtons(true)
+    } else if (this.isHeaderNotVisible()) {
+      this.showButtons()
+    }
+  }
+
+  isNarrow () {
+    return window.innerWidth < 1230
+  }
+
+  onScroll = () => {
+    if (this.isHeaderNotVisible() && !this.isNarrow()) {
+      this.showButtons()
+    } else {
+      this.hideButtons()
+    }
+  }
+
+  isHeaderNotVisible () {
+    const rect = this.header.getBoundingClientRect()
+    return rect.bottom <= 0 || rect.top >= window.innerHeight
+  }
+
+  showButtons ({ animate } = { animate: true }) {
+    if (animate) {
+      this.classList.add('transition-transform', 'duration-300')
+    }
+
+    this.classList.remove('hidden', '-translate-y-10', 'opacity-0')
+    this.classList.add('translate-y-0', 'opacity-100')
+  }
+
+  hideButtons () {
+    this.classList.remove('translate-y-0', 'opacity-100')
+    this.classList.add('-translate-y-10', 'opacity-0')
+
+    setTimeout(() => {
+      if (this.classList.contains('-translate-y-10')) {
+        this.classList.add('hidden')
+      }
+    }, 300)
+  }
+}

app/javascript/elements/submitter_autocomplete.js

@@ -36,7 +36,9 @@ export default class extends HTMLElement {
   }
 
   fetch = (text, resolve) => {
-    const q = text.split(/[;,\s]+/).pop().trim()
+    const q = this.dataset.field === 'email'
+      ? text.split(/[;,\s]+/).pop().trim()
+      : text
 
     if (q) {
       const queryParams = new URLSearchParams({ q, field: this.dataset.field })

app/javascript/elements/toggle_visible.js

@@ -5,7 +5,7 @@ export default actionable(class extends HTMLElement {
     const elementIds = JSON.parse(this.dataset.elementIds)
 
     elementIds.forEach((elementId) => {
-      document.getElementById(elementId).classList.toggle('hidden', event.target.value !== elementId)
+      document.getElementById(elementId).classList.toggle('hidden', (event.target.dataset.toggleId || event.target.value) !== elementId)
     })
   }
 })

app/javascript/form.js

@@ -3,11 +3,15 @@ import { createApp, reactive } from 'vue'
 import Form from './submission_form/form'
 import DownloadButton from './elements/download_button'
 import ToggleSubmit from './elements/toggle_submit'
+import FetchForm from './elements/fetch_form'
+import ScrollButtons from './elements/scroll_buttons'
 
 const safeRegisterElement = (name, element, options = {}) => !window.customElements.get(name) && window.customElements.define(name, element, options)
 
 safeRegisterElement('download-button', DownloadButton)
 safeRegisterElement('toggle-submit', ToggleSubmit)
+safeRegisterElement('fetch-form', FetchForm)
+safeRegisterElement('scroll-buttons', ScrollButtons)
 safeRegisterElement('submission-form', class extends HTMLElement {
   connectedCallback () {
     this.appElem = document.createElement('div')

app/javascript/submission_form/area.vue

@@ -23,7 +23,7 @@
     </div>
     <div
       v-if="isActive && withLabel && (!area.option_uuid || !option.value)"
-      class="absolute -top-7 rounded bg-base-content text-base-100 px-2 text-sm whitespace-nowrap pointer-events-none"
+      class="absolute -top-7 rounded bg-base-content text-base-100 px-2 text-sm whitespace-nowrap pointer-events-none field-area-active-label"
     >
       <template v-if="area.option_uuid && !option.value">
         {{ optionValue(option) }}
@@ -55,10 +55,12 @@
     >
     <div
       v-else-if="field.type === 'signature' && signature"
-      class="flex flex-col justify-between h-full overflow-hidden"
+      class="flex justify-between h-full gap-1 overflow-hidden w-full"
+      :class="isNarrow && (withSignatureId || field.preferences?.reason_field_uuid) ? 'flex-row' : 'flex-col'"
     >
       <div
-        class="flex-grow flex overflow-hidden"
+        class="flex overflow-hidden"
+        :class="isNarrow && (withSignatureId || field.preferences?.reason_field_uuid) ? 'w-1/2' : 'flex-grow'"
         style="min-height: 50%"
       >
         <img
@@ -67,8 +69,9 @@
         >
       </div>
       <div
-        v-if="withSignatureId"
-        class="w-full mt-1 text-[1vw] lg:text-[0.55rem] lg:leading-[0.65rem]"
+        v-if="withSignatureId || field.preferences?.reason_field_uuid"
+        class="text-[1vw] lg:text-[0.55rem] lg:leading-[0.65rem]"
+        :class="isNarrow ? 'w-1/2' : 'w-full'"
       >
         <div class="truncate uppercase">
           ID: {{ signature.uuid }}
@@ -183,7 +186,7 @@
       v-else
       ref="textContainer"
       dir="auto"
-      class="flex items-center px-0.5 w-full"
+      class="flex px-0.5 w-full"
       :class="{ ...alignClasses, ...fontClasses }"
     >
       <span
@@ -327,13 +330,16 @@ export default {
     },
     alignClasses () {
       if (!this.field.preferences) {
-        return {}
+        return { 'items-center': true }
       }
 
       return {
         'text-center': this.field.preferences.align === 'center',
         'text-left': this.field.preferences.align === 'left',
-        'text-right': this.field.preferences.align === 'right'
+        'text-right': this.field.preferences.align === 'right',
+        'items-center': !this.field.preferences.valign || this.field.preferences.valign === 'center',
+        'items-start': this.field.preferences.valign === 'top',
+        'items-end': this.field.preferences.valign === 'bottom'
       }
     },
     fontClasses () {
@@ -441,6 +447,9 @@ export default {
       }
 
       return style
+    },
+    isNarrow () {
+      return this.area.h > 0 && (this.area.w / this.area.h) > 6
     }
   },
   watch: {

app/javascript/submission_form/completed.vue

@@ -193,9 +193,9 @@ export default {
       })
     }
 
-    if (window.decline_button) {
-      window.decline_button.setAttribute('disabled', 'true')
-    }
+    document.querySelectorAll('#decline_button').forEach((button) => {
+      button.setAttribute('disabled', 'true')
+    })
   },
   methods: {
     sendCopyToEmail () {

app/javascript/submission_form/form.vue

@@ -11,7 +11,7 @@
     :with-label="!isAnonymousChecboxes && showFieldNames"
     :current-step="currentStepFields"
     :scroll-padding="scrollPadding"
-    @focus-step="[saveStep(), goToStep($event, false, true), currentField.type !== 'checkbox' ? isFormVisible = true : '']"
+    @focus-step="[saveStep(), currentField.type !== 'checkbox' ? isFormVisible = true : '', goToStep($event, false, true)]"
   />
   <FieldAreas
     :steps="readonlyConditionalFields.map((e) => [e])"
@@ -93,7 +93,7 @@
   <div
     v-show="isFormVisible"
     id="form_container"
-    class="shadow-md bg-base-100 absolute bottom-0 w-full border-base-200 border p-4 rounded form-container"
+    class="shadow-md bg-base-100 absolute bottom-0 w-full border-base-200 border p-4 rounded form-container overflow-hidden"
     :class="{ 'md:bottom-4': isBreakpointMd }"
     :style="{ backgroundColor: backgroundColor }"
   >
@@ -1133,7 +1133,7 @@ export default {
         parent.style.overflow = 'hidden'
 
         scrollbox.classList.add('h-full', 'overflow-y-auto')
-        scrollbox.parentNode.classList.add('h-screen', 'overflow-y-auto')
+        scrollbox.parentNode.classList.add('h-screen', 'h-[100dvh]', 'overflow-y-auto')
         scrollbox.parentNode.style.maxHeight = '-webkit-fill-available'
       })
     }
@@ -1390,6 +1390,7 @@ export default {
 
         if (isLastStep && !emptyRequiredField && !this.inviteSubmitters.length && !this.optionalInviteSubmitters.length) {
           formData.append('completed', 'true')
+          formData.append('timezone', Intl.DateTimeFormat().resolvedOptions().timeZone)
         }
 
         let saveStepRequest
@@ -1404,7 +1405,21 @@ export default {
           if (response.status === 422 || response.status === 500) {
             const data = await response.json()
 
-            if (data.error) {
+            if (data.field_uuid) {
+              const field = this.fieldsUuidIndex[data.field_uuid]
+
+              if (field) {
+                const step = this.stepFields.findIndex((fields) => fields.includes(field))
+
+                if (step !== -1) {
+                  this.goToStep(step, this.autoscrollFields)
+
+                  this.showFillAllRequiredFields = true
+                }
+              }
+
+              return Promise.reject(new Error('Required field: ' + data.field_uuid))
+            } else if (data.error) {
               const i18nKey = data.error.replace(/\s+/g, '_').toLowerCase()
 
               alert(this.t(i18nKey) !== i18nKey ? this.t(i18nKey) : data.error)
@@ -1439,11 +1454,7 @@ export default {
           this.isSubmittingComplete = false
         })
       }).catch(error => {
-        if (error?.message === 'Image too small') {
-          alert(this.t('signature_is_too_small_please_redraw'))
-        } else {
-          console.log(error)
-        }
+        console.log(error)
       }).finally(() => {
         this.isSubmitting = false
         this.isSubmittingComplete = false

app/javascript/submission_form/i18n.js

@@ -93,7 +93,7 @@ const en = {
   reupload: 'Reupload',
   upload: 'Upload',
   files: 'Files',
-  signature_is_too_small_please_redraw: 'Signature is too small. Please redraw.',
+  signature_is_too_small_or_simple_please_redraw: 'Signature is too small or simple. Please redraw.',
   wait_countdown_seconds: 'Wait {countdown} seconds'
 }
 
@@ -148,6 +148,7 @@ const es = {
   sign_now: 'Firmar ahora',
   type_here_: 'Escribe aquí...',
   optional: 'opcional',
+  option: 'Opción',
   appears_on: 'Aparece en',
   page: 'Página',
   select_your_option: 'Selecciona tu opción',
@@ -191,7 +192,7 @@ const es = {
   reupload: 'Volver a subir',
   upload: 'Subir',
   files: 'Archivos',
-  signature_is_too_small_please_redraw: 'La firma es demasiado pequeña. Por favor, dibújala de nuevo.',
+  signature_is_too_small_or_simple_please_redraw: 'La firma es demasiado pequeña o simple. Por favor, vuelve a dibujarla.',
   wait_countdown_seconds: 'Espera {countdown} segundos'
 }
 
@@ -245,6 +246,7 @@ const it = {
   sign_now: 'Firma ora',
   type_here_: 'Digita qui...',
   optional: 'opzionale',
+  option: 'Opzione',
   appears_on: 'Compare su',
   page: 'Pagina',
   take_photo: 'Scattare una foto',
@@ -265,7 +267,7 @@ const it = {
   document_has_been_signed: 'Il documento è stato firmato!',
   documents_have_been_signed: 'I documenti sono stati firmati!',
   create_a_free_account: 'Crea un Account Gratuito',
-  powered_by: 'Desarrollado por',
+  powered_by: 'Fornito da',
   please_check_the_box_to_continue: 'Si prega di spuntare la casella per continuare.',
   open_source_documents_software: 'software di documenti open source',
   verified_phone_number: 'Verifica numero di telefono',
@@ -289,7 +291,7 @@ const it = {
   reupload: 'Ricarica',
   upload: 'Carica',
   files: 'File',
-  signature_is_too_small_please_redraw: 'La firma è troppo piccola. Ridisegnala per favore.',
+  signature_is_too_small_or_simple_please_redraw: 'La firma è troppo piccola o semplice. Ridisegnala, per favore.',
   wait_countdown_seconds: 'Attendi {countdown} secondi'
 }
 
@@ -343,6 +345,7 @@ const de = {
   sign_now: 'Jetzt unterschreiben',
   type_here_: 'Hier eingeben...',
   optional: 'optional',
+  option: 'Option',
   appears_on: 'Erscheint auf',
   page: 'Seite',
   take_photo: 'Foto aufnehmen',
@@ -387,14 +390,14 @@ const de = {
   reupload: 'Erneut hochladen',
   upload: 'Hochladen',
   files: 'Dateien',
-  signature_is_too_small_please_redraw: 'Die Unterschrift ist zu klein. Bitte erneut zeichnen.',
+  signature_is_too_small_or_simple_please_redraw: 'Die Unterschrift ist zu klein oder zu einfach. Bitte erneut zeichnen.',
   wait_countdown_seconds: 'Warte {countdown} Sekunden'
 }
 
 const fr = {
   complete_all_required_fields_to_proceed_with_identity_verification: "Veuillez remplir tous les champs obligatoires pour continuer la vérification de l'identité.",
-  verif_id: "Vérification de l'ID",
-  verif_identite: "Vérification de l'identité",
+  verify_id: "Vérification de l'ID",
+  identity_verification: "Vérification de l'identité",
   complete: 'Terminer',
   fill_all_required_fields_to_complete: 'Veuillez remplir tous les champs obligatoires pour compléter',
   sign_and_complete: 'Signer et Terminer',
@@ -441,6 +444,7 @@ const fr = {
   sign_now: 'Signer maintenant',
   type_here_: 'Tapez ici...',
   optional: 'facultatif',
+  option: 'Option',
   appears_on: 'Apparaît sur',
   page: 'Page',
   take_photo: 'Prendre une photo',
@@ -485,7 +489,7 @@ const fr = {
   reupload: 'Recharger',
   upload: 'Télécharger',
   files: 'Fichiers',
-  signature_is_too_small_please_redraw: 'La signature est trop petite. Veuillez la redessiner.',
+  signature_is_too_small_or_simple_please_redraw: 'La signature est trop petite ou trop simple. Veuillez la redessiner.',
   wait_countdown_seconds: 'Attendez {countdown} secondes'
 }
 
@@ -539,6 +543,7 @@ const pl = {
   sign_now: 'Podpisz teraz',
   type_here_: 'Wpisz tutaj...',
   optional: 'opcjonalny',
+  option: 'Opcja',
   appears_on: 'Pojawia się na',
   page: 'Strona',
   select_your_option: 'Wybierz swoją opcję',
@@ -583,7 +588,8 @@ const pl = {
   reupload: 'Ponowne przesłanie',
   upload: 'Przesyłanie',
   files: 'Pliki',
-  signature_is_too_small_please_redraw: 'Podpis jest zbyt mały. Proszę narysować go ponownie.'
+  signature_is_too_small_or_simple_please_redraw: 'Podpis jest zbyt mały lub zbyt prosty. Proszę narysować go ponownie.',
+  wait_countdown_seconds: 'Poczekaj {countdown} sekund'
 }
 
 const uk = {
@@ -636,6 +642,7 @@ const uk = {
   sign_now: 'Підписати зараз',
   type_here_: 'Введіть тут',
   optional: 'необов’язково',
+  option: 'Опція',
   appears_on: "З'являється на",
   page: 'Сторінка',
   take_photo: 'Зробити фото',
@@ -658,7 +665,7 @@ const uk = {
   create_a_free_account: 'Створити безкоштовний обліковий запис',
   powered_by: 'Працює на базі',
   please_check_the_box_to_continue: 'Будь ласка, позначте прапорець, щоб продовжити.',
-  open_source_documents_software: 'відкритий програмний засіб для документів',
+  open_source_documents_software: 'відкрите програмне забезпечення для документів',
   verified_phone_number: 'Підтвердіть номер телефону',
   use_international_format: 'Використовуйте міжнародний формат: +1xxx',
   six_digits_code: '6-значний код',
@@ -680,7 +687,7 @@ const uk = {
   reupload: 'Перезавантажити',
   upload: 'Завантажити',
   files: 'Файли',
-  signature_is_too_small_please_redraw: 'Підпис занадто малий. Будь ласка, перемалюйте його.',
+  signature_is_too_small_or_simple_please_redraw: 'Підпис занадто маленький або надто простий. Будь ласка, перемалюйте.',
   wait_countdown_seconds: 'Зачекайте {countdown} секунд'
 }
 
@@ -734,6 +741,7 @@ const cs = {
   sign_now: 'Podepsat nyní',
   type_here_: 'Zadejte zde',
   optional: 'volitelné',
+  option: 'Možnost',
   appears_on: 'Zobrazuje se na',
   page: 'Stránka',
   select_your_option: 'Vyberte svou volbu',
@@ -778,7 +786,7 @@ const cs = {
   reupload: 'Znovu nahrát',
   upload: 'Nahrát',
   files: 'Soubory',
-  signature_is_too_small_please_redraw: 'Podpis je příliš malý. Prosím, překreslete ho.',
+  signature_is_too_small_or_simple_please_redraw: 'Podpis je příliš malý nebo jednoduchý. Nakreslete jej prosím znovu.',
   wait_countdown_seconds: 'Počkejte {countdown} sekund'
 }
 
@@ -832,6 +840,7 @@ const pt = {
   sign_now: 'Assinar agora',
   type_here_: 'Digite aqui',
   optional: 'opcional',
+  option: 'Opção',
   appears_on: 'Aparece em',
   page: 'Página',
   take_photo: 'Tirar foto',
@@ -876,7 +885,7 @@ const pt = {
   reupload: 'Reenviar',
   upload: 'Carregar',
   files: 'Arquivos',
-  signature_is_too_small_please_redraw: 'A assinatura é muito pequena. Por favor, redesenhe-a.',
+  signature_is_too_small_or_simple_please_redraw: 'A assinatura é muito pequena ou simples. Por favor, redesenhe.',
   wait_countdown_seconds: 'Aguarde {countdown} segundos'
 }
 
@@ -975,7 +984,7 @@ const he = {
   reupload: 'העלה שוב',
   upload: 'העלאה',
   files: 'קבצים',
-  signature_is_too_small_please_redraw: 'החתימה קטנה מדי. אנא צייר מחדש.',
+  signature_is_too_small_or_simple_please_redraw: 'החתימה קטנה או פשוטה מדי. אנא חתום מחדש.',
   wait_countdown_seconds: 'המתן {countdown} שניות'
 }
 
@@ -1074,7 +1083,7 @@ const nl = {
   reupload: 'Opnieuw uploaden',
   upload: 'Uploaden',
   files: 'Bestanden',
-  signature_is_too_small_please_redraw: 'De handtekening is te klein. Teken deze opnieuw, alstublieft.',
+  signature_is_too_small_or_simple_please_redraw: 'De handtekening is te klein of te eenvoudig. Teken opnieuw.',
   wait_countdown_seconds: 'Wacht {countdown} seconden'
 }
 
@@ -1097,6 +1106,7 @@ const ar = {
   select_a_reason: 'اختر سببًا',
   value_is_invalid: 'القيمة غير صالحة',
   verification_code_is_invalid: 'رمز التحقق غير صالح',
+  already_paid: 'تم الدفع بالفعل',
   drawn_signature_on_a_touchscreen_device: 'توقيع مرسوم على جهاز بشاشة تعمل باللمس',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'امسح رمز الاستجابة السريعة باستخدام تطبيق الكاميرا لفتح النموذج على الهاتف المحمول ورسم توقيعك',
   by_clicking_you_agree_to_the: 'بالنقر فوق "{button}"، أنت توافق على',
@@ -1172,7 +1182,7 @@ const ar = {
   reupload: 'إعادة التحميل',
   upload: 'تحميل',
   files: 'الملفات',
-  signature_is_too_small_please_redraw: 'التوقيع صغير جدًا. يرجى إعادة الرسم.',
+  signature_is_too_small_or_simple_please_redraw: 'التوقيع صغير جدًا أو بسيط جدًا. يرجى إعادة رسمه.',
   wait_countdown_seconds: 'انتظر {countdown} ثانية'
 }
 
@@ -1198,6 +1208,8 @@ const ko = {
   by_clicking_you_agree_to_the: '"{button}"를 클릭함으로써, 다음에 동의하게 됩니다',
   electronic_signature_disclosure: '전자 서명 공개',
   esignature_disclosure: '전자 서명 공개',
+  value_is_invalid: '값이 올바르지 않습니다',
+  verification_code_is_invalid: '인증 코드가 올바르지 않습니다',
   already_paid: '이미 지불됨',
   text: '텍스트',
   signature: '서명',
@@ -1269,10 +1281,109 @@ const ko = {
   reupload: '다시 업로드',
   upload: '업로드',
   files: '파일',
-  signature_is_too_small_please_redraw: '서명이 너무 작습니다. 다시 그려주세요.',
+  signature_is_too_small_or_simple_please_redraw: '서명이 너무 작거나 단순합니다. 다시 그려주세요.',
   wait_countdown_seconds: '{countdown}초 기다리세요'
 }
 
-const i18n = { en, es, it, de, fr, pl, uk, cs, pt, he, nl, ar, ko }
+const ja = {
+  complete_all_required_fields_to_proceed_with_identity_verification: '本人確認を進めるには、すべての必須項目を入力してください。',
+  verify_id: '本人確認',
+  identity_verification: '本人確認',
+  complete: '完了',
+  fill_all_required_fields_to_complete: '完了するにはすべての必須項目を入力してください',
+  sign_and_complete: '署名して完了',
+  text: 'テキスト',
+  by_clicking_you_agree_to_the: '"{button}" をクリックすることで、次に同意したことになります：',
+  electronic_signature_disclosure: '電子署名に関する開示',
+  esignature_disclosure: '電子署名開示',
+  signature: '署名',
+  initials: 'イニシャル',
+  drawn_signature_on_a_touchscreen_device: 'タッチスクリーンデバイスで描かれた署名',
+  approved: '承認済み',
+  reviewed: '確認済み',
+  other: 'その他',
+  authored_by_me: '自分が作成',
+  invite: '招待',
+  email: 'メール',
+  approved_by: '承認者',
+  reviewed_by: '確認者',
+  authored_by: '作成者',
+  select_a_reason: '理由を選択',
+  scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'QRコードをカメラアプリで読み取り、モバイルでフォームを開いて署名を描いてください',
+  date: '日付',
+  number: '数値',
+  value_is_invalid: '無効な値です',
+  verification_code_is_invalid: '認証コードが無効です',
+  already_paid: 'すでに支払い済み',
+  image: '画像',
+  pay: '支払う',
+  take_photo: '写真を撮る',
+  number_phone_is_invalid: '{number} の電話番号は無効です',
+  file: 'ファイル',
+  digitally_signed_by: '電子署名者：',
+  reason: '理由',
+  select: '選択',
+  checkbox: 'チェックボックス',
+  multiple: '複数選択',
+  radio: 'ラジオボタン',
+  cells: 'セル',
+  stamp: 'スタンプ',
+  minimize: '最小化',
+  payment: '支払い',
+  phone: '電話',
+  start_now: '今すぐ開始',
+  continue: '続行',
+  sign_now: '今すぐ署名',
+  type_here_: 'ここに入力...',
+  optional: '任意',
+  option: 'オプション',
+  appears_on: '表示ページ',
+  page: 'ページ',
+  select_your_option: 'オプションを選択',
+  complete_hightlighted_checkboxes_and_click: 'ハイライトされたチェックボックスを完了し、クリックしてください',
+  submit: '送信',
+  next: '次へ',
+  click_to_upload: 'クリックしてアップロード',
+  or_drag_and_drop_files: 'またはファイルをドラッグ＆ドロップ',
+  send_copy_via_email: 'メールでコピーを送信',
+  download: 'ダウンロード',
+  clear: 'クリア',
+  redraw: '描き直す',
+  draw_initials: 'イニシャルを描く',
+  type_signature_here: 'ここに署名を入力',
+  type_initial_here: 'ここにイニシャルを入力',
+  form_has_been_completed: 'フォームが完了しました！',
+  document_has_been_signed: 'ドキュメントが署名されました！',
+  documents_have_been_signed: 'ドキュメントがすべて署名されました！',
+  create_a_free_account: '無料アカウントを作成',
+  powered_by: '提供元：',
+  please_check_the_box_to_continue: '続行するにはボックスにチェックを入れてください。',
+  open_source_documents_software: 'オープンソースのドキュメントソフトウェア',
+  verified_phone_number: '電話番号を認証',
+  use_international_format: '国際形式を使用してください：+1xxx',
+  six_digits_code: '6桁のコード',
+  change_phone_number: '電話番号を変更',
+  sending: '送信中...',
+  resend_code: 'コードを再送信',
+  verification_code_has_been_resent: '認証コードがSMSで再送信されました',
+  please_fill_all_required_fields: 'すべての必須項目を入力してください',
+  set_today: '今日の日付を設定',
+  toggle_multiline_text: '複数行テキスト切り替え',
+  draw_signature: '署名を描く',
+  type_initial: 'イニシャルを入力',
+  draw: '描く',
+  type: '入力',
+  type_text: 'テキストを入力',
+  email_has_been_sent: 'メールが送信されました',
+  processing: '処理中',
+  pay_with_strip: 'Stripeで支払う',
+  reupload: '再アップロード',
+  upload: 'アップロード',
+  files: 'ファイル',
+  signature_is_too_small_or_simple_please_redraw: '署名が小さすぎるか単純すぎます。もう一度描いてください。',
+  wait_countdown_seconds: '{countdown} 秒お待ちください'
+}
+
+const i18n = { en, es, it, de, fr, pl, uk, cs, pt, he, nl, ar, ko, ja }
 
 export default i18n

app/javascript/submission_form/initials_step.vue

@@ -118,11 +118,17 @@
       :src="attachmentsIndex[modelValue || computedPreviousValue].url"
       class="mx-auto bg-white border border-base-300 rounded max-h-44"
     >
-    <canvas
-      v-show="!modelValue && !computedPreviousValue"
-      ref="canvas"
-      class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
-    />
+    <div class="relative">
+      <div
+        v-if="!isDrawInitials"
+        class="absolute top-0 right-0 left-0 bottom-0"
+      />
+      <canvas
+        v-show="!modelValue && !computedPreviousValue"
+        ref="canvas"
+        class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
+      />
+    </div>
     <input
       v-if="!isDrawInitials && !modelValue && !computedPreviousValue"
       id="initials_text_input"
@@ -197,7 +203,7 @@ export default {
   emits: ['attached', 'update:model-value', 'start', 'minimize', 'focus'],
   data () {
     return {
-      isInitialsStarted: !!this.previousValue,
+      isInitialsStarted: false,
       isUsePreviousValue: true,
       isDrawInitials: false,
       uploadImageInputKey: Math.random().toString()
@@ -205,13 +211,16 @@ export default {
   },
   computed: {
     computedPreviousValue () {
-      if (this.isUsePreviousValue) {
+      if (this.isUsePreviousValue && this.field.required === true) {
         return this.previousValue
       } else {
         return null
       }
     }
   },
+  created () {
+    this.isInitialsStarted = !!this.computedPreviousValue
+  },
   async mounted () {
     this.$nextTick(() => {
       if (this.$refs.canvas) {
@@ -333,8 +342,8 @@ export default {
         return Promise.resolve({})
       }
 
-      return new Promise((resolve) => {
-        cropCanvasAndExportToPNG(this.$refs.canvas).then(async (blob) => {
+      return new Promise((resolve, reject) => {
+        cropCanvasAndExportToPNG(this.$refs.canvas, { errorOnTooSmall: true }).then(async (blob) => {
           const file = new File([blob], 'initials.png', { type: 'image/png' })
 
           if (this.dryRun) {
@@ -356,17 +365,34 @@ export default {
             formData.append('file', file)
             formData.append('submitter_slug', this.submitterSlug)
             formData.append('name', 'attachments')
+            formData.append('type', 'initials')
 
             return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: formData
-            }).then((resp) => resp.json()).then((attachment) => {
+            }).then(async (resp) => {
+              if (resp.status === 422 || resp.status === 500) {
+                const data = await resp.json()
+
+                return Promise.reject(new Error(data.error))
+              }
+
+              const attachment = await resp.json()
+
               this.$emit('attached', attachment)
               this.$emit('update:model-value', attachment.uuid)
 
               return resolve(attachment)
             })
           }
+        }).catch((error) => {
+          if (this.field.required === true) {
+            alert(this.t('signature_is_too_small_or_simple_please_redraw'))
+
+            return reject(error)
+          } else {
+            return resolve({})
+          }
         })
       })
     }

app/javascript/submission_form/signature_step.vue

@@ -133,7 +133,7 @@
       class="mx-auto bg-white border border-base-300 rounded max-h-44"
     >
     <FileDropzone
-      v-if="format === 'upload' && !modelValue"
+      v-if="format === 'upload' && !modelValue && !computedPreviousValue"
       :message="`${t('upload')} ${field.name || t('signature')}`"
       :submitter-slug="submitterSlug"
       :dry-run="dryRun"
@@ -201,7 +201,7 @@
       </div>
     </div>
     <input
-      v-if="isTextSignature"
+      v-if="isTextSignature && !modelValue && !computedPreviousValue"
       id="signature_text_input"
       ref="textInput"
       class="base-input !text-2xl w-full mt-6"
@@ -292,6 +292,7 @@
 <script>
 import { IconReload, IconCamera, IconSignature, IconTextSize, IconArrowsDiagonalMinimize2, IconQrcode, IconX } from '@tabler/icons-vue'
 import { cropCanvasAndExportToPNG } from './crop_canvas'
+import { isValidSignatureCanvas } from './validate_signature'
 import SignaturePad from 'signature_pad'
 import AppearsOn from './appears_on'
 import FileDropzone from './dropzone'
@@ -390,7 +391,7 @@ export default {
   emits: ['attached', 'update:model-value', 'start', 'minimize', 'update:reason'],
   data () {
     return {
-      isSignatureStarted: !!this.previousValue,
+      isSignatureStarted: false,
       isShowQr: false,
       isOtherReason: false,
       isUsePreviousValue: true,
@@ -413,7 +414,7 @@ export default {
       }
     },
     computedPreviousValue () {
-      if (this.isUsePreviousValue) {
+      if (this.isUsePreviousValue && this.field.required === true) {
         return this.previousValue
       } else {
         return null
@@ -421,6 +422,8 @@ export default {
     }
   },
   created () {
+    this.isSignatureStarted = !!this.computedPreviousValue
+
     if (this.requireSigningReason) {
       this.field.preferences ||= {}
       this.field.preferences.reason_field_uuid ||= v4()
@@ -598,6 +601,7 @@ export default {
     },
     drawImage (event) {
       this.remove()
+      this.clear()
       this.isSignatureStarted = true
 
       this.drawOnCanvas(event.target.files[0], this.$refs.canvas)
@@ -680,6 +684,16 @@ export default {
         return Promise.resolve({})
       }
 
+      if (this.isSignatureStarted && this.pad.toData().length > 0 && !isValidSignatureCanvas(this.pad.toData())) {
+        if (this.field.required === true || this.pad.toData().length > 0) {
+          alert(this.t('signature_is_too_small_or_simple_please_redraw'))
+
+          return Promise.reject(new Error('Image too small or simple'))
+        } else {
+          Promise.resolve({})
+        }
+      }
+
       return new Promise((resolve, reject) => {
         cropCanvasAndExportToPNG(this.$refs.canvas, { errorOnTooSmall: true }).then(async (blob) => {
           const file = new File([blob], 'signature.png', { type: 'image/png' })
@@ -704,11 +718,20 @@ export default {
             formData.append('submitter_slug', this.submitterSlug)
             formData.append('name', 'attachments')
             formData.append('remember_signature', this.rememberSignature)
+            formData.append('type', 'signature')
 
             return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: formData
-            }).then((resp) => resp.json()).then((attachment) => {
+            }).then(async (resp) => {
+              if (resp.status === 422 || resp.status === 500) {
+                const data = await resp.json()
+
+                return Promise.reject(new Error(data.error))
+              }
+
+              const attachment = await resp.json()
+
               this.$emit('attached', attachment)
               this.$emit('update:model-value', attachment.uuid)
 
@@ -718,10 +741,12 @@ export default {
             })
           }
         }).catch((error) => {
-          if (error.message === 'Image too small' && this.field.required === false) {
-            return resolve({})
-          } else {
+          if (this.field.required === true) {
+            alert(this.t('signature_is_too_small_or_simple_please_redraw'))
+
             return reject(error)
+          } else {
+            return resolve({})
           }
         })
       })

app/javascript/submission_form/text_step.vue

@@ -151,8 +151,10 @@ export default {
     resizeTextarea () {
       const textarea = this.$refs.textarea
 
-      textarea.style.height = 'auto'
-      textarea.style.height = Math.min(250, textarea.scrollHeight) + 'px'
+      if (textarea) {
+        textarea.style.height = 'auto'
+        textarea.style.height = Math.min(250, textarea.scrollHeight) + 'px'
+      }
     },
     toggleTextArea () {
       this.isTextArea = true

app/javascript/submission_form/validate_signature.js

@@ -0,0 +1,38 @@
+function isValidSignatureCanvas (data) {
+  if (data.length === 0) return false
+
+  const strokes = data.filter(stroke => Array.isArray(stroke.points) && stroke.points.length > 2)
+
+  if (strokes.length === 0) return false
+
+  let skippedStraightLine = 0
+
+  const validStrokes = strokes.filter(stroke => {
+    const points = stroke.points
+    const first = points[0]
+    const last = points[points.length - 1]
+    const A = last.y - first.y
+    const B = first.x - last.x
+    const C = last.x * first.y - first.x * last.y
+    const lineLength = Math.sqrt(A * A + B * B)
+
+    const totalDeviation = points.reduce((sum, p) => {
+      const distanceToLine = Math.abs(A * p.x + B * p.y + C) / lineLength
+      return sum + distanceToLine
+    }, 0)
+
+    const avgDeviation = totalDeviation / points.length
+
+    if (avgDeviation < 3 && skippedStraightLine < 2) {
+      skippedStraightLine++
+
+      return false
+    }
+
+    return true
+  })
+
+  return validStrokes.length > 0
+}
+
+export { isValidSignatureCanvas }

app/javascript/template_builder/area.vue

@@ -160,15 +160,15 @@
     </div>
     <div
       ref="touchValueTarget"
-      class="flex items-center h-full w-full field-area"
+      class="flex h-full w-full field-area"
       dir="auto"
-      :class="[isValueInput ? 'bg-opacity-50' : 'bg-opacity-80', field.type === 'heading' ? 'bg-gray-50' : bgColors[submitterIndex % bgColors.length], isDefaultValuePresent || isValueInput || (withFieldPlaceholder && field.areas) ? fontClasses : 'justify-center']"
+      :class="[isValueInput ? 'bg-opacity-50' : 'bg-opacity-80', field.type === 'heading' ? 'bg-gray-50' : bgColors[submitterIndex % bgColors.length], isDefaultValuePresent || isValueInput || (withFieldPlaceholder && field.areas) ? fontClasses : 'justify-center items-center']"
       @click="focusValueInput"
     >
       <span
         v-if="field"
         class="flex justify-center items-center space-x-1"
-        :class="{ 'w-full': ['cells', 'checkbox'].includes(field.type), 'h-full': !isValueInput }"
+        :class="{ 'w-full': ['cells', 'checkbox'].includes(field.type), 'h-full': !isValueInput && !isDefaultValuePresent }"
       >
         <div
           v-if="isDefaultValuePresent || isValueInput || (withFieldPlaceholder && field.areas && field.type !== 'checkbox')"
@@ -403,10 +403,13 @@ export default {
     },
     fontClasses () {
       if (!this.field.preferences) {
-        return {}
+        return { 'items-center': true }
       }
 
       return {
+        'items-center': !this.field.preferences.valign || this.field.preferences.valign === 'center',
+        'items-start': this.field.preferences.valign === 'top',
+        'items-end': this.field.preferences.valign === 'bottom',
         'justify-center': this.field.preferences.align === 'center',
         'justify-start': this.field.preferences.align === 'left',
         'justify-end': this.field.preferences.align === 'right',

app/javascript/template_builder/builder.vue

@@ -1,9 +1,30 @@
 <template>
   <div
+    ref="dragContainer"
     style="max-width: 1600px"
     class="mx-auto pl-3 h-full"
     :class="isMobile ? 'pl-4' : 'md:pl-4'"
+    @dragover="onDragover"
+    @drop="isDragFile = false"
   >
+    <HoverDropzone
+      v-if="sortedDocuments.length && withUploadButton && editable"
+      :is-dragging="isDragFile"
+      :template-id="template.id"
+      :accept-file-types="acceptFileTypes"
+      :with-replace-and-clone="withReplaceAndCloneUpload"
+      @add="[updateFromUpload($event), isDragFile = false]"
+      @replace="[onDocumentsReplace($event), isDragFile = false]"
+      @replace-and-clone="onDocumentsReplaceAndTemplateClone($event)"
+      @error="[onUploadFailed($event), isDragFile = false]"
+    />
+    <DragPlaceholder
+      ref="dragPlaceholder"
+      :field="fieldsDragFieldRef.value || toRaw(dragField)"
+      :is-field="template.fields.includes(fieldsDragFieldRef.value)"
+      :is-default="defaultFields.includes(toRaw(dragField))"
+      :is-required="defaultRequiredFields.includes(toRaw(dragField))"
+    />
     <div
       v-if="pendingFieldAttachmentUuids.length && editable"
       class="top-1.5 sticky h-0 z-20 max-w-2xl mx-auto"
@@ -58,12 +79,52 @@
           name="buttons"
         />
         <template v-else>
+          <form
+            v-if="withSignYourselfButton && template.submitters.length < 2"
+            target="_blank"
+            data-turbo="false"
+            class="inline"
+            method="post"
+            :action="`/d/${template.slug}`"
+            @submit="maybeShowErrorTemplateAlert"
+          >
+            <input
+              type="hidden"
+              name="_method"
+              value="put"
+              autocomplete="off"
+            >
+            <input
+              type="hidden"
+              name="authenticity_token"
+              :value="authenticityToken"
+              autocomplete="off"
+            >
+            <input
+              type="hidden"
+              name="selfsign"
+              value="true"
+              autocomplete="off"
+            >
+            <button
+              class="btn btn-primary btn-ghost text-base hidden md:flex"
+              type="submit"
+            >
+              <IconWritingSign
+                width="22"
+                class="inline"
+              />
+              <span class="hidden md:inline">
+                {{ t('sign_yourself') }}
+              </span>
+            </button>
+          </form>
           <a
-            v-if="withSignYourselfButton"
-            :href="template.submitters.length > 1 ? `/templates/${template.id}/submissions/new?selfsign=true` : `/d/${template.slug}`"
+            v-else-if="withSignYourselfButton"
+            id="sign_yourself_button"
+            :href="`/templates/${template.id}/submissions/new?selfsign=true`"
             class="btn btn-primary btn-ghost text-base hidden md:flex"
-            :target="template.submitters.length > 1 ? '' : '_blank'"
-            :data-turbo-frame="template.submitters.length > 1 ? 'modal' : ''"
+            data-turbo-frame="modal"
             @click="maybeShowErrorTemplateAlert"
           >
             <IconWritingSign
@@ -76,6 +137,7 @@
           </a>
           <a
             v-if="withSendButton"
+            id="send_button"
             :href="`/templates/${template.id}/submissions/new?with_link=true`"
             data-turbo-frame="modal"
             class="white-button md:!px-6"
@@ -91,6 +153,7 @@
           </a>
           <span
             v-if="editable"
+            id="save_button_container"
             class="flex"
           >
             <button
@@ -269,6 +332,7 @@
                 :allow-draw="!onlyDefinedFields || drawField"
                 :data-document-uuid="document.uuid"
                 :default-submitters="defaultSubmitters"
+                :drag-field-placeholder="fieldsDragFieldRef.value || dragField"
                 :with-field-placeholder="withFieldPlaceholder"
                 :draw-field="drawField"
                 :draw-field-type="drawFieldType"
@@ -374,12 +438,14 @@
             :with-sticky-submitters="withStickySubmitters"
             :only-defined-fields="onlyDefinedFields"
             :editable="editable"
+            :show-tour-start-form="showTourStartForm"
             @add-field="addField"
             @set-draw="[drawField = $event.field, drawOption = $event.option]"
             @set-draw-type="[drawFieldType = $event, showDrawField = true]"
             @set-drag="dragField = $event"
+            @set-drag-placeholder="$refs.dragPlaceholder.dragPlaceholder = $event"
             @change-submitter="selectedSubmitter = $event"
-            @drag-end="dragField = null"
+            @drag-end="[dragField = null, $refs.dragPlaceholder.dragPlaceholder = null]"
             @scroll-to-area="scrollToArea"
           />
         </div>
@@ -418,6 +484,8 @@
 <script>
 import Upload from './upload'
 import Dropzone from './dropzone'
+import HoverDropzone from './hover_dropzone'
+import DragPlaceholder from './drag_placeholder'
 import Fields from './fields'
 import MobileDrawField from './mobile_draw_field'
 import Document from './document'
@@ -429,13 +497,14 @@ import MobileFields from './mobile_fields'
 import FieldSubmitter from './field_submitter'
 import { IconPlus, IconUsersPlus, IconDeviceFloppy, IconChevronDown, IconEye, IconWritingSign, IconInnerShadowTop, IconInfoCircle, IconAdjustments } from '@tabler/icons-vue'
 import { v4 } from 'uuid'
-import { ref, computed } from 'vue'
+import { ref, computed, toRaw } from 'vue'
 import * as i18n from './i18n'
 
 export default {
   name: 'TemplateBuilder',
   components: {
     Upload,
+    DragPlaceholder,
     Document,
     Fields,
     IconInfoCircle,
@@ -445,6 +514,7 @@ export default {
     MobileFields,
     Logo,
     Dropzone,
+    HoverDropzone,
     DocumentPreview,
     DocumentControls,
     IconInnerShadowTop,
@@ -460,6 +530,7 @@ export default {
       template: this.template,
       save: this.save,
       t: this.t,
+      assignDropAreaSize: this.assignDropAreaSize,
       currencies: this.currencies,
       locale: this.locale,
       baseFetch: this.baseFetch,
@@ -647,6 +718,11 @@ export default {
       required: false,
       default: true
     },
+    withReplaceAndCloneUpload: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withPhone: {
       type: Boolean,
       required: false,
@@ -686,6 +762,11 @@ export default {
       type: Object,
       required: false,
       default: () => ({ headers: {} })
+    },
+    showTourStartForm: {
+      type: Boolean,
+      required: false,
+      default: false
     }
   },
   data () {
@@ -701,7 +782,8 @@ export default {
       copiedArea: null,
       drawFieldType: null,
       drawOption: null,
-      dragField: null
+      dragField: null,
+      isDragFile: false
     }
   },
   computed: {
@@ -813,6 +895,7 @@ export default {
     window.addEventListener('keydown', this.onKeyDown)
 
     window.addEventListener('resize', this.onWindowResize)
+    window.addEventListener('dragleave', this.onWindowDragLeave)
 
     this.$nextTick(() => {
       if (document.location.search?.includes('stripe_connect_success')) {
@@ -831,11 +914,30 @@ export default {
     window.removeEventListener('keydown', this.onKeyDown)
 
     window.removeEventListener('resize', this.onWindowResize)
+    window.removeEventListener('dragleave', this.onWindowDragLeave)
   },
   beforeUpdate () {
     this.documentRefs = []
   },
   methods: {
+    toRaw,
+    onDragover (e) {
+      if (this.$refs.dragPlaceholder?.dragPlaceholder) {
+        this.$refs.dragPlaceholder.isMask = e.target.id === 'mask'
+
+        const ref = this.$refs.dragPlaceholder.dragPlaceholder
+
+        ref.x = e.clientX - ref.offsetX
+        ref.y = e.clientY - ref.offsetY
+      } else if (e.dataTransfer?.types?.includes('Files')) {
+        this.isDragFile = true
+      }
+    },
+    onWindowDragLeave (event) {
+      if (event.clientX <= 0 || event.clientY <= 0 || event.clientX >= window.innerWidth || event.clientY >= window.innerHeight) {
+        this.isDragFile = false
+      }
+    },
     reorderFields (item) {
       const itemFields = []
       const fields = []
@@ -950,6 +1052,12 @@ export default {
         field.readonly = true
       }
 
+      if (type === 'datenow') {
+        field.type = 'date'
+        field.readonly = true
+        field.default_value = '{{date}}'
+      }
+
       if (type === 'date') {
         field.preferences = {
           format: this.defaultDateFormat
@@ -1216,7 +1324,7 @@ export default {
         area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
       }
     },
-    onDraw (area) {
+    onDraw ({ area, isTooSmall }) {
       if (this.drawField) {
         if (this.drawOption) {
           const areaWithoutOption = this.drawField.areas?.find((a) => !a.option_uuid)
@@ -1311,7 +1419,7 @@ export default {
           area.y -= area.h / 2
         }
 
-        if (area.w) {
+        if (area.w && (type !== 'checkbox' || this.drawFieldType || !isTooSmall)) {
           this.addField(type, area)
 
           this.selectedAreaRef.value = area
@@ -1319,6 +1427,10 @@ export default {
       }
     },
     onDropfield (area) {
+      if (this.$refs.dragPlaceholder) {
+        this.$refs.dragPlaceholder.dragPlaceholder = null
+      }
+
       if (!this.editable) {
         return
       }
@@ -1331,6 +1443,10 @@ export default {
         ...this.dragField
       }
 
+      if (!field.type) {
+        field.type = 'text'
+      }
+
       if (!this.fieldsDragFieldRef.value) {
         if (['select', 'multiple', 'radio'].includes(field.type)) {
           if (this.dragField?.options?.length) {
@@ -1340,6 +1456,12 @@ export default {
           }
         }
 
+        if (field.type === 'datenow') {
+          field.type = 'date'
+          field.readonly = true
+          field.default_value = '{{date}}'
+        }
+
         if (['stamp', 'heading'].includes(field.type)) {
           field.readonly = true
         }
@@ -1357,70 +1479,18 @@ export default {
         attachment_uuid: area.attachment_uuid
       }
 
-      const previousField = [...this.template.fields].reverse().find((f) => f.type === field.type)
-
-      let baseArea
-
-      if (this.selectedField?.type === field.type) {
-        baseArea = this.selectedAreaRef.value
-      } else if (previousField?.areas?.length) {
-        baseArea = previousField.areas[previousField.areas.length - 1]
-      } else {
-        if (['checkbox'].includes(field.type)) {
-          baseArea = {
-            w: area.maskW / 30 / area.maskW,
-            h: area.maskW / 30 / area.maskW * (area.maskW / area.maskH)
-          }
-        } else if (field.type === 'image') {
-          baseArea = {
-            w: area.maskW / 5 / area.maskW,
-            h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH)
-          }
-        } else if (field.type === 'signature' || field.type === 'stamp' || field.type === 'verification') {
-          baseArea = {
-            w: area.maskW / 5 / area.maskW,
-            h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH) / 2
-          }
-        } else if (field.type === 'initials') {
-          baseArea = {
-            w: area.maskW / 10 / area.maskW,
-            h: area.maskW / 35 / area.maskW
-          }
-        } else {
-          baseArea = {
-            w: area.maskW / 5 / area.maskW,
-            h: area.maskW / 35 / area.maskW
-          }
-        }
-      }
-
-      fieldArea.w = baseArea.w
-      fieldArea.h = baseArea.h
-      fieldArea.y = fieldArea.y - baseArea.h / 2
-
-      if (field.type === 'cells') {
-        fieldArea.cell_w = baseArea.cell_w || (baseArea.w / 5)
-      }
-
-      field.areas ||= []
-
-      const lastArea = field.areas[field.areas.length - 1]
-
-      if (lastArea) {
-        fieldArea.w = lastArea.w
-        fieldArea.h = lastArea.h
-      }
+      this.assignDropAreaSize(fieldArea, field, area)
 
       if (field.width) {
-        fieldArea.w = field.width / area.maskW
         delete field.width
       }
 
       if (field.height) {
-        fieldArea.h = field.height / area.maskH
         delete field.height
       }
 
+      field.areas ||= []
+
       field.areas.push(fieldArea)
 
       this.selectedAreaRef.value = fieldArea
@@ -1444,6 +1514,72 @@ export default {
         })
       }
     },
+    assignDropAreaSize (fieldArea, field, area) {
+      const fieldType = field.type || 'text'
+
+      const previousField = [...this.template.fields].reverse().find((f) => f.type === fieldType)
+
+      let baseArea
+
+      if (this.selectedField?.type === fieldType) {
+        baseArea = this.selectedAreaRef.value
+      } else if (previousField?.areas?.length) {
+        baseArea = previousField.areas[previousField.areas.length - 1]
+      } else {
+        if (['checkbox'].includes(fieldType)) {
+          baseArea = {
+            w: area.maskW / 30 / area.maskW,
+            h: area.maskW / 30 / area.maskW * (area.maskW / area.maskH)
+          }
+        } else if (fieldType === 'image') {
+          baseArea = {
+            w: area.maskW / 5 / area.maskW,
+            h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH)
+          }
+        } else if (fieldType === 'signature' || fieldType === 'stamp' || fieldType === 'verification') {
+          baseArea = {
+            w: area.maskW / 5 / area.maskW,
+            h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH) / 2
+          }
+        } else if (fieldType === 'initials') {
+          baseArea = {
+            w: area.maskW / 10 / area.maskW,
+            h: area.maskW / 35 / area.maskW
+          }
+        } else {
+          baseArea = {
+            w: area.maskW / 5 / area.maskW,
+            h: area.maskW / 35 / area.maskW
+          }
+        }
+      }
+
+      fieldArea.w = baseArea.w
+      fieldArea.h = baseArea.h
+
+      if (fieldType === 'cells') {
+        fieldArea.cell_w = baseArea.cell_w || (baseArea.w / 5)
+      }
+
+      if (field.areas?.length) {
+        const lastArea = field.areas[field.areas.length - 1]
+
+        if (lastArea) {
+          fieldArea.w = lastArea.w
+          fieldArea.h = lastArea.h
+        }
+      }
+
+      if (field.width) {
+        fieldArea.w = field.width / area.maskW
+      }
+
+      if (field.height) {
+        fieldArea.h = field.height / area.maskH
+      }
+
+      fieldArea.y = fieldArea.y - fieldArea.h / 2
+    },
     addBlankPage () {
       this.isLoadingBlankPage = true
 
@@ -1473,6 +1609,9 @@ export default {
         })
       }, 'image/png')
     },
+    onUploadFailed (error) {
+      if (error) alert(error)
+    },
     updateFromUpload (data) {
       this.template.schema.push(...data.schema)
       this.template.documents.push(...data.documents)
@@ -1593,6 +1732,29 @@ export default {
 
       this.save()
     },
+    onDocumentsReplace (data) {
+      data.schema.forEach((schemaItem, index) => {
+        const existingSchemaItem = this.template.schema[index]
+
+        if (this.template.schema[index]) {
+          this.onDocumentReplace({
+            replaceSchemaItem: existingSchemaItem,
+            schema: [schemaItem],
+            documents: [data.documents.find((doc) => doc.uuid === schemaItem.attachment_uuid)]
+          })
+        } else {
+          this.updateFromUpload({
+            schema: [schemaItem],
+            documents: [data.documents.find((doc) => doc.uuid === schemaItem.attachment_uuid)],
+            fields: data.fields,
+            submitters: data.submitters
+          })
+        }
+      })
+    },
+    onDocumentsReplaceAndTemplateClone (template) {
+      window.Turbo.visit(`/templates/${template.id}/edit`)
+    },
     moveDocument (item, direction) {
       const currentIndex = this.template.schema.indexOf(item)
 

app/javascript/template_builder/conditions_modal.vue

@@ -175,7 +175,7 @@ export default {
     fields () {
       if (this.item.submitter_uuid) {
         return this.template.fields.reduce((acc, f) => {
-          if (f !== this.item) {
+          if (f !== this.item && (!f.conditions?.length || !f.conditions.find((c) => c.field_uuid === this.item.uuid))) {
             acc.push(f)
           }
 

app/javascript/template_builder/document.vue

@@ -13,6 +13,7 @@
       :is-drag="isDrag"
       :with-field-placeholder="withFieldPlaceholder"
       :default-fields="defaultFields"
+      :drag-field-placeholder="dragFieldPlaceholder"
       :default-submitters="defaultSubmitters"
       :draw-field="drawField"
       :draw-field-type="drawFieldType"
@@ -22,7 +23,7 @@
       @drop-field="$emit('drop-field', {...$event, attachment_uuid: document.uuid })"
       @remove-area="$emit('remove-area', $event)"
       @scroll-to="scrollToArea"
-      @draw="$emit('draw', {...$event, attachment_uuid: document.uuid })"
+      @draw="$emit('draw', { area: {...$event.area, attachment_uuid: document.uuid }, isTooSmall: $event.isTooSmall })"
     />
   </div>
 </template>
@@ -39,6 +40,11 @@ export default {
       type: Object,
       required: true
     },
+    dragFieldPlaceholder: {
+      type: Object,
+      required: false,
+      default: null
+    },
     inputMode: {
       type: Boolean,
       required: false,

app/javascript/template_builder/drag_placeholder.vue

@@ -0,0 +1,115 @@
+<template>
+  <Field
+    v-if="dragPlaceholder && isField && !isMask && field"
+    ref="dragPlaceholder"
+    :style="dragPlaceholderStyle"
+    :field="field"
+    :with-options="false"
+    class="fixed z-20 pointer-events-none"
+    :editable="false"
+  />
+  <div
+    v-else-if="dragPlaceholder && (isDefault || isRequired) && !isMask && field"
+    ref="dragPlaceholder"
+    :style="[dragPlaceholderStyle, { backgroundColor: backgroundColor }]"
+    class="fixed z-20 border border-base-300 rounded group default-field fields-list-item pointer-events-none"
+  >
+    <div class="flex items-center justify-between relative cursor-grab">
+      <div class="flex items-center p-1 space-x-1">
+        <IconDrag />
+        <component
+          :is="fieldIcons[field.type || 'text']"
+          :stroke-width="1.6"
+          :width="20"
+        />
+        <span class="block pl-0.5">
+          {{ field.title || field.name }}
+        </span>
+      </div>
+      <span
+        v-if="isRequired"
+        :data-tip="t('required')"
+        class="text-red-400 text-3xl pr-1.5 tooltip tooltip-left h-8"
+      >
+        *
+      </span>
+    </div>
+  </div>
+  <button
+    v-else-if="dragPlaceholder && !isMask && field"
+    ref="dragPlaceholder"
+    class="fixed field-type-button z-20 flex items-center justify-center border border-dashed w-full rounded border-base-content/20 opacity-90 pointer-events-none"
+    :style="[dragPlaceholderStyle, { backgroundColor }]"
+  >
+    <div
+      class="flex items-console cursor-grab h-full absolute left-0 bg-base-200/50"
+    >
+      <IconDrag class="my-auto" />
+    </div>
+    <div class="flex items-center flex-col px-2 py-2">
+      <component :is="fieldIcons[field.type || 'text']" />
+      <span class="text-xs mt-1">
+        {{ fieldNames[field.type || 'text'] }}
+      </span>
+    </div>
+  </button>
+</template>
+
+<script>
+import Field from './field'
+import IconDrag from './icon_drag'
+import FieldType from './field_type'
+
+export default {
+  name: 'DragPlaceholder',
+  components: {
+    Field,
+    IconDrag
+  },
+  inject: ['t', 'backgroundColor'],
+  props: {
+    field: {
+      type: Object,
+      required: false,
+      default: null
+    },
+    isDefault: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
+    isRequired: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
+    isField: {
+      type: Boolean,
+      required: false,
+      default: false
+    }
+  },
+  data () {
+    return {
+      isMask: false,
+      dragPlaceholder: null
+    }
+  },
+  computed: {
+    dragPlaceholderStyle () {
+      if (this.dragPlaceholder) {
+        return {
+          left: this.dragPlaceholder.x + 'px',
+          top: this.dragPlaceholder.y + 'px',
+          width: this.dragPlaceholder.w + 'px',
+          height: this.dragPlaceholder.h + 'px'
+        }
+      } else {
+        return {}
+      }
+    },
+    fieldNames: FieldType.computed.fieldNames,
+    fieldIcons: FieldType.computed.fieldIcons
+  }
+}
+</script>

app/javascript/template_builder/dropzone.vue

@@ -2,34 +2,42 @@
   <div
     class="flex h-60 w-full"
     @dragover.prevent
+    @dragenter="isDragEntering = true"
+    @dragleave="isDragEntering = false"
     @drop.prevent="onDropFiles"
   >
     <label
       id="document_dropzone"
-      class="w-full relative hover:bg-base-200/30 rounded-md border border-2 border-base-content/10 border-dashed"
+      class="w-full relative rounded-md border-2 border-base-content/10 border-dashed"
       :for="inputId"
-      :class="{ 'opacity-50': isLoading || isProcessing }"
+      :class="{ 'opacity-50': isLoading, 'hover:bg-base-200/50': withHoverClass && !isDragEntering, 'bg-base-200/50 border-base-content/30': isDragEntering }"
     >
-      <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
+      <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center pointer-events-none">
         <div class="flex flex-col items-center">
           <IconInnerShadowTop
-            v-if="isLoading || isProcessing"
+            v-if="isLoading"
             class="animate-spin"
             :width="40"
             :height="40"
           />
-          <IconCloudUpload
+          <component
+            :is="icon"
             v-else
+            class="stroke-[1.5px]"
             :width="40"
             :height="40"
           />
           <div
             v-if="message"
-            class="font-medium text-lg mb-1"
+            class="text-lg mb-1"
+            :class="{ 'mt-1': !withDescription, 'font-medium': withDescription }"
           >
             {{ message }}
           </div>
-          <div class="text-sm">
+          <div
+            v-if="withDescription"
+            class="text-sm"
+          >
             <span class="font-medium">{{ t('click_to_upload') }}</span> {{ t('or_drag_and_drop_files') }}
           </div>
         </div>
@@ -54,13 +62,16 @@
 
 <script>
 import Upload from './upload'
-import { IconCloudUpload, IconInnerShadowTop } from '@tabler/icons-vue'
+import { IconCloudUpload, IconFilePlus, IconFileSymlink, IconFiles, IconInnerShadowTop } from '@tabler/icons-vue'
 
 export default {
   name: 'FileDropzone',
   components: {
+    IconFilePlus,
     IconCloudUpload,
-    IconInnerShadowTop
+    IconInnerShadowTop,
+    IconFileSymlink,
+    IconFiles
   },
   inject: ['baseFetch', 't'],
   props: {
@@ -68,35 +79,70 @@ export default {
       type: [Number, String],
       required: true
     },
+    withHoverClass: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    icon: {
+      type: String,
+      required: false,
+      default: 'IconCloudUpload'
+    },
+    cloneTemplateOnUpload: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
+    withDescription: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    title: {
+      type: String,
+      required: false,
+      default: ''
+    },
     acceptFileTypes: {
       type: String,
       required: false,
       default: 'image/*, application/pdf'
     }
   },
-  emits: ['success'],
+  emits: ['success', 'error', 'loading'],
   data () {
     return {
       isLoading: false,
-      isProcessing: false
+      isDragEntering: false
     }
   },
   computed: {
     inputId () {
       return 'el' + Math.random().toString(32).split('.')[1]
     },
+    uploadUrl () {
+      if (this.cloneTemplateOnUpload) {
+        return `/templates/${this.templateId}/clone_and_replace`
+      } else {
+        return `/templates/${this.templateId}/documents`
+      }
+    },
     message () {
       if (this.isLoading) {
         return this.t('uploading')
-      } else if (this.isProcessing) {
-        return this.t('processing_')
       } else if (this.acceptFileTypes === 'image/*, application/pdf') {
-        return this.t('add_pdf_documents_or_images')
+        return this.title || this.t('add_pdf_documents_or_images')
       } else {
-        return this.t('add_documents_or_images')
+        return this.title || this.t('add_documents_or_images')
       }
     }
   },
+  watch: {
+    isLoading (value) {
+      this.$emit('loading', value)
+    }
+  },
   methods: {
     upload: Upload.methods.upload,
     onDropFiles (e) {

app/javascript/template_builder/field.vue

@@ -3,7 +3,7 @@
     class="list-field group mb-2"
   >
     <div
-      class="border border-base-300 rounded rounded-tr-none relative group fields-list-item"
+      class="border border-base-300 rounded relative group fields-list-item"
       :style="{ backgroundColor: backgroundColor }"
     >
       <div class="flex items-center justify-between relative group/contenteditable-container">
@@ -149,7 +149,7 @@
         </div>
       </div>
       <div
-        v-if="field.options"
+        v-if="field.options && withOptions"
         ref="options"
         class="border-t border-base-300 mx-2 pt-2 space-y-1.5"
         draggable="true"
@@ -302,6 +302,11 @@ export default {
       type: Object,
       required: true
     },
+    withOptions: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     defaultField: {
       type: Object,
       required: false,

app/javascript/template_builder/field_settings.vue

@@ -424,7 +424,7 @@
       </a>
     </li>
   </template>
-  <li v-if="field.areas?.length === 1 && ['date', 'signature', 'initials', 'text', 'cells'].includes(field.type)">
+  <li v-if="field.areas?.length === 1 && ['date', 'signature', 'initials', 'text', 'cells', 'stamp'].includes(field.type)">
     <a
       href="#"
       class="text-sm py-1 px-2"

app/javascript/template_builder/field_type.vue

@@ -30,7 +30,7 @@
         v-for="(icon, type) in fieldIconsSorted"
         :key="type"
       >
-        <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')">
+        <li v-if="fieldTypes.includes(type) || ((withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification'))">
           <a
             href="#"
             class="text-sm py-1 px-2"
@@ -51,7 +51,7 @@
 </template>
 
 <script>
-import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId } from '@tabler/icons-vue'
+import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId, IconCalendarCheck } from '@tabler/icons-vue'
 
 export default {
   name: 'FiledTypeDropdown',
@@ -101,6 +101,7 @@ export default {
         signature: this.t('signature'),
         initials: this.t('initials'),
         date: this.t('date'),
+        datenow: this.t('date_signed'),
         number: this.t('number'),
         image: this.t('image'),
         file: this.t('file'),
@@ -142,6 +143,7 @@ export default {
         signature: IconWritingSign,
         initials: IconLetterCaseUpper,
         date: IconCalendarEvent,
+        datenow: IconCalendarCheck,
         number: IconSquareNumber1,
         image: IconPhoto,
         checkbox: IconCheckbox,
@@ -164,7 +166,7 @@ export default {
           return acc
         }, {})
       } else {
-        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading'))
+        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading' && key !== 'datenow'))
       }
     }
   },

app/javascript/template_builder/fields.vue

@@ -25,11 +25,11 @@
       :data-uuid="field.uuid"
       :field="field"
       :type-index="fields.filter((f) => f.type === field.type).indexOf(field)"
-      :editable="editable && (!fieldsDragFieldRef.value || fieldsDragFieldRef.value !== field)"
+      :editable="editable"
       :default-field="defaultFieldsIndex[field.name]"
       :draggable="editable"
-      @dragstart="fieldsDragFieldRef.value = field"
-      @dragend="fieldsDragFieldRef.value = null"
+      @dragstart="[fieldsDragFieldRef.value = field, removeDragOverlay($event), setDragPlaceholder($event)]"
+      @dragend="[fieldsDragFieldRef.value = null, $emit('set-drag-placeholder', null)]"
       @remove="removeField"
       @scroll-to="$emit('scroll-to-area', $event)"
       @set-draw="$emit('set-draw', $event)"
@@ -74,8 +74,8 @@
         <div
           :style="{ backgroundColor }"
           draggable="true"
-          class="border border-base-300 rounded rounded-tr-none relative group mb-2 default-field fields-list-item"
-          @dragstart="onDragstart({ type: 'text', ...field })"
+          class="border border-base-300 rounded relative group mb-2 default-field fields-list-item"
+          @dragstart="onDragstart($event, field)"
           @dragend="$emit('drag-end')"
         >
           <div class="flex items-center justify-between relative cursor-grab">
@@ -104,6 +104,7 @@
   </div>
   <div
     v-if="editable && !onlyDefinedFields"
+    id="field-types-grid"
     class="grid grid-cols-3 gap-1 pb-2 fields-grid"
   >
     <template
@@ -111,12 +112,13 @@
       :key="type"
     >
       <button
-        v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')"
+        v-if="fieldTypes.includes(type) || ((withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification'))"
+        :id="`${type}_type_field_button`"
         draggable="true"
         class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative fields-grid-item"
         :style="{ backgroundColor }"
         :class="drawFieldType === type ? 'border-base-content/40' : 'border-base-300 hover:border-base-content/20'"
-        @dragstart="onDragstart({ type: type })"
+        @dragstart="onDragstart($event, { type: type })"
         @dragend="$emit('drag-end')"
         @click="['file', 'payment', 'verification'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
       >
@@ -166,7 +168,7 @@
         :data-tip="t('obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more')"
       >
         <a
-          href="https://www.docuseal.com/contact"
+          href="https://www.docuseal.com/qualified-electronic-signature"
           target="_blank"
           class="opacity-50 flex items-center justify-center border border-dashed border-base-300 w-full rounded relative fields-grid-item"
           :style="{ backgroundColor }"
@@ -189,7 +191,7 @@
     </template>
   </div>
   <div
-    v-if="fields.length < 4 && editable && withHelp"
+    v-if="fields.length < 4 && editable && withHelp && !showTourStartForm"
     class="text-xs p-2 border border-base-200 rounded"
   >
     <ul class="list-disc list-outside ml-3">
@@ -204,6 +206,23 @@
       </li>
     </ul>
   </div>
+  <div
+    v-show="fields.length < 4 && editable && withHelp && showTourStartForm"
+    class="rounded py-2 px-4 w-full border border-dashed border-base-300"
+  >
+    <div class="text-center text-sm">
+      {{ t('start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document') }}
+    </div>
+    <div class="flex justify-center">
+      <label
+        for="start_tour_button"
+        class="btn btn-sm btn-warning w-40 mt-2"
+        @click="startTour"
+      >
+        {{ t('start_tour') }}
+      </label>
+    </div>
+  </div>
 </template>
 
 <script>
@@ -290,9 +309,14 @@ export default {
     selectedSubmitter: {
       type: Object,
       required: true
+    },
+    showTourStartForm: {
+      type: Boolean,
+      required: false,
+      default: false
     }
   },
-  emits: ['add-field', 'set-draw', 'set-draw-type', 'set-drag', 'drag-end', 'scroll-to-area', 'change-submitter'],
+  emits: ['add-field', 'set-draw', 'set-draw-type', 'set-drag', 'drag-end', 'scroll-to-area', 'change-submitter', 'set-drag-placeholder'],
   data () {
     return {
       defaultFieldsSearch: ''
@@ -323,7 +347,7 @@ export default {
           return acc
         }, {})
       } else {
-        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading'))
+        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading' && key !== 'datenow'))
       }
     },
     submitterFields () {
@@ -343,22 +367,56 @@ export default {
     }
   },
   methods: {
-    onDragstart (field) {
+    onDragstart (event, field) {
+      this.removeDragOverlay(event)
+
+      this.setDragPlaceholder(event)
+
       this.$emit('set-drag', field)
     },
+    setDragPlaceholder (event) {
+      this.$emit('set-drag-placeholder', {
+        offsetX: event.offsetX,
+        offsetY: event.offsetY,
+        x: event.clientX - event.offsetX,
+        y: event.clientY - event.offsetY,
+        w: event.currentTarget.clientWidth + 2,
+        h: event.currentTarget.clientHeight + 2
+      })
+    },
+    removeDragOverlay (event) {
+      const root = this.$el.getRootNode()
+      const hiddenEl = document.createElement('div')
+
+      hiddenEl.style.width = '1px'
+      hiddenEl.style.height = '1px'
+      hiddenEl.style.opacity = '0'
+      hiddenEl.style.position = 'fixed'
+
+      root.querySelector('#docuseal_modal_container').appendChild(hiddenEl)
+
+      event.dataTransfer.setDragImage(hiddenEl, 0, 0)
+
+      setTimeout(() => { hiddenEl.remove() }, 1000)
+    },
+    startTour () {
+      document.querySelector('app-tour').start()
+    },
     onFieldDragover (e) {
-      const targetField = e.target.closest('[data-uuid]')
-      const dragField = this.$refs.fields.querySelector(`[data-uuid="${this.fieldsDragFieldRef.value.uuid}"]`)
+      if (this.fieldsDragFieldRef.value) {
+        const targetField = e.target.closest('[data-uuid]')
+        const dragField = this.$refs.fields.querySelector(`[data-uuid="${this.fieldsDragFieldRef.value.uuid}"]`)
 
-      if (dragField && targetField && targetField !== dragField) {
-        const fields = Array.from(this.$refs.fields.children)
-        const currentIndex = fields.indexOf(dragField)
-        const targetIndex = fields.indexOf(targetField)
+        if (dragField && targetField && targetField !== dragField) {
+          const fields = Array.from(this.$refs.fields.children)
+          const currentIndex = fields.indexOf(dragField)
+          const targetIndex = fields.indexOf(targetField)
 
-        if (currentIndex < targetIndex) {
-          targetField.after(dragField)
-        } else {
-          targetField.before(dragField)
+          if (currentIndex < targetIndex) {
+            targetField.after(dragField)
+          } else {
+            targetField.before(dragField)
+          }
         }
       }
     },

app/javascript/template_builder/font_modal.vue

@@ -57,7 +57,7 @@
             <span class="relative">
               <select
                 class="select input-bordered bg-white select-sm text-center pl-2"
-                style="font-size: 16px; width: 86px; text-align-last: center;"
+                style="font-size: 16px; line-height: 12px; width: 86px; text-align-last: center;"
                 @change="$event.target.value ? preferences.font_size = parseInt($event.target.value) : delete preferences.font_size"
               >
                 <option
@@ -77,12 +77,12 @@
               </select>
               <span
                 class="border-l pl-1.5 absolute bg-white bottom-0 pointer-events-none text-sm h-5"
-                style="right: 13px; top: 7px"
+                style="right: 13px; top: 6px"
               >
                 pt
               </span>
             </span>
-            <span>
+            <span class="flex">
               <div
                 class="join"
                 style="height: 32px"
@@ -98,7 +98,7 @@
                 </button>
               </div>
             </span>
-            <span>
+            <span class="flex">
               <div
                 class="join"
                 style="height: 32px"
@@ -114,6 +114,32 @@
                 </button>
               </div>
             </span>
+            <span class="flex">
+              <div class="dropdown modal-field-font-dropdown">
+                <label
+                  tabindex="0"
+                  class="cursor-pointer flex bg-white border input-bordered rounded-md h-8 items-center justify-center px-1"
+                  style="-webkit-appearance: none; -moz-appearance: none;"
+                >
+                  <component :is="valigns.find((v) => v.value === (preferences.valign || 'center'))?.icon" />
+                </label>
+                <div
+                  tabindex="0"
+                  class="dropdown-content p-0 mt-1 block z-10 menu shadow bg-white border border-base-300 rounded-md"
+                >
+                  <div
+                    v-for="(valign, index) in valigns"
+                    :key="index"
+                    :value="valign.value"
+                    :class="{ 'bg-base-300': preferences.valign == valign.value }"
+                    class="hover:bg-base-300 px-2 py-1.5 cursor-pointer"
+                    @click="[valign.value ? preferences.valign = valign.value : delete preferences.valign, closeDropdown()]"
+                  >
+                    <component :is="valign.icon" />
+                  </div>
+                </div>
+              </div>
+            </span>
             <span>
               <select
                 class="input input-bordered bg-white input-sm text-lg rounded-md"
@@ -134,7 +160,7 @@
         </div>
         <div class="mt-4">
           <div
-            class="flex items-center border border-base-content/20 rounded-xl bg-white px-4 h-16 modal-field-font-preview"
+            class="flex border border-base-content/20 rounded-xl bg-white px-4 h-16 modal-field-font-preview"
             :style="{
               color: preferences.color || 'black',
               fontSize: (preferences.font_size || 12) + 'pt',
@@ -143,7 +169,7 @@
           >
             <span
               contenteditable="true"
-              class="outline-none"
+              class="outline-none whitespace-nowrap truncate"
             >
               {{ field.default_value || field.name || buildDefaultName(field, template.fields) }}
             </span>
@@ -163,7 +189,7 @@
 </template>
 
 <script>
-import { IconChevronDown, IconBold, IconItalic, IconAlignLeft, IconAlignRight, IconAlignCenter } from '@tabler/icons-vue'
+import { IconChevronDown, IconBold, IconItalic, IconAlignLeft, IconAlignRight, IconAlignCenter, IconAlignBoxCenterTop, IconAlignBoxCenterBottom, IconAlignBoxCenterMiddle } from '@tabler/icons-vue'
 
 export default {
   name: 'FontModal',
@@ -213,6 +239,13 @@ export default {
         { icon: IconAlignRight, value: 'right' }
       ]
     },
+    valigns () {
+      return [
+        { icon: IconAlignBoxCenterTop, value: 'top' },
+        { icon: IconAlignBoxCenterMiddle, value: 'center' },
+        { icon: IconAlignBoxCenterBottom, value: 'bottom' }
+      ]
+    },
     sizes () {
       return [...Array(23).keys()].map(i => i + 6)
     },
@@ -230,12 +263,15 @@ export default {
         'justify-center': this.preferences.align === 'center',
         'justify-start': this.preferences.align === 'left',
         'justify-end': this.preferences.align === 'right',
+        'items-center': !this.preferences.valign || this.preferences.valign === 'center',
+        'items-start': this.preferences.valign === 'top',
+        'items-end': this.preferences.valign === 'bottom',
         'font-bold': ['bold_italic', 'bold'].includes(this.preferences.font_type),
         italic: ['bold_italic', 'italic'].includes(this.preferences.font_type)
       }
     },
     keys () {
-      return ['font_type', 'font_size', 'color', 'align', 'font']
+      return ['font_type', 'font_size', 'color', 'align', 'valign', 'font']
     }
   },
   created () {

app/javascript/template_builder/formula_modal.vue

@@ -154,7 +154,7 @@ export default {
   computed: {
     fields () {
       return this.template.fields.reduce((acc, f) => {
-        if (f !== this.field && f.submitter_uuid === this.field.submitter_uuid && ['number'].includes(f.type) && !f.preferences?.formula) {
+        if (f !== this.field && ['number'].includes(f.type) && (!f.preferences?.formula || f.submitter_uuid !== this.field.submitter_uuid)) {
           acc.push(f)
         }
 

app/javascript/template_builder/hover_dropzone.vue

@@ -0,0 +1,89 @@
+<template>
+  <div
+    v-if="isDragging || isLoading"
+    class="modal modal-open"
+  >
+    <div class="flex flex-col gap-2 p-4 items-center bg-base-100 h-full max-h-[85vh] max-w-6xl rounded-2xl w-full">
+      <Dropzone
+        class="flex-1 h-full"
+        icon="IconFilePlus"
+        :template-id="templateId"
+        :accept-file-types="acceptFileTypes"
+        :with-hover-class="false"
+        :with-description="false"
+        :title="t('add_a_new_document')"
+        type="add_files"
+        @loading="isLoading = $event"
+        @success="$emit('add', $event)"
+        @error="$emit('error', $event)"
+      />
+      <div class="flex-1 flex gap-2 w-full">
+        <Dropzone
+          class="flex-1 h-full"
+          icon="IconFileSymlink"
+          :template-id="templateId"
+          :accept-file-types="acceptFileTypes"
+          :with-hover-class="false"
+          :with-description="false"
+          :title="t('replace_existing_document')"
+          @loading="isLoading = $event"
+          @success="$emit('replace', $event)"
+          @error="$emit('error', $event)"
+        />
+        <Dropzone
+          v-if="withReplaceAndClone"
+          class="flex-1 h-full"
+          icon="IconFiles"
+          :template-id="templateId"
+          :accept-file-types="acceptFileTypes"
+          :with-hover-class="false"
+          :with-description="false"
+          :clone-template-on-upload="true"
+          :title="t('clone_and_replace_documents')"
+          @loading="isLoading = $event"
+          @success="$emit('replace-and-clone', $event)"
+          @error="$emit('error', $event)"
+        />
+      </div>
+    </div>
+  </div>
+</template>
+
+<script>
+import Dropzone from './dropzone'
+
+export default {
+  name: 'HoverDropzone',
+  components: {
+    Dropzone
+  },
+  inject: ['t'],
+  props: {
+    isDragging: {
+      type: Boolean,
+      required: true,
+      default: false
+    },
+    templateId: {
+      type: [Number, String],
+      required: true
+    },
+    withReplaceAndClone: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    acceptFileTypes: {
+      type: String,
+      required: false,
+      default: 'image/*, application/pdf'
+    }
+  },
+  emits: ['add', 'replace', 'replace-and-clone', 'error'],
+  data () {
+    return {
+      isLoading: false
+    }
+  }
+}
+</script>

app/javascript/template_builder/i18n.js

@@ -1,6 +1,7 @@
 const en = {
   font: 'Font',
   party: 'Party',
+  date_signed: 'Date Signed',
   method: 'Method',
   reorder_fields: 'Reorder fields',
   verify_id: 'Verify ID',
@@ -63,6 +64,9 @@ const en = {
   processing_: 'Processing...',
   add_pdf_documents_or_images: 'Add PDF documents or images',
   add_documents_or_images: 'Add documents or images',
+  add_a_new_document: 'Add a new document',
+  replace_existing_document: 'Replace existing document',
+  clone_and_replace_documents: 'Clone and replace documents',
   required: 'Required',
   default_value: 'Default value',
   format: 'Format',
@@ -158,10 +162,13 @@ const en = {
   some_fields_are_missing_in_the_formula: 'Some fields are missing in the formula.',
   learn_more: 'Learn more',
   and: 'and',
-  or: 'or'
+  or: 'or',
+  start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: 'Start a quick tour to learn how to create an send your first document',
+  start_tour: 'Start Tour'
 }
 
 const es = {
+  date_signed: 'Fecha actual',
   fuente: 'Fuente',
   party: 'Parte',
   method: 'Método',
@@ -223,6 +230,9 @@ const es = {
   processing_: 'Procesando...',
   add_pdf_documents_or_images: 'Agregar documentos PDF o imágenes',
   add_documents_or_images: 'Agregar documentos o imágenes',
+  add_a_new_document: 'Agregar un nuevo documento',
+  replace_existing_document: 'Reemplazar documento existente',
+  clone_and_replace_documents: 'Clonar y reemplazar documentos',
   required: 'Requerido',
   default_value: 'Valor predeterminado',
   format: 'Formato',
@@ -321,10 +331,13 @@ const es = {
   some_fields_are_missing_in_the_formula: 'Faltan algunos campos en la fórmula.',
   learn_more: 'Aprende más',
   and: 'y',
-  or: 'o'
+  or: 'o',
+  start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: 'Inicia una guía rápida para aprender a crear y enviar tu primer documento.',
+  start_tour: 'Iniciar guía'
 }
 
 const it = {
+  date_signed: 'Data attuale',
   font: 'Carattere',
   party: 'Parte',
   method: 'Metodo',
@@ -389,6 +402,9 @@ const it = {
   processing_: 'Elaborazione...',
   add_pdf_documents_or_images: 'Aggiungi documenti PDF o immagini',
   add_documents_or_images: 'Aggiungi documenti o immagini',
+  add_a_new_document: 'Aggiungi un nuovo documento',
+  replace_existing_document: 'Sostituisci documento esistente',
+  clone_and_replace_documents: 'Clona e sostituisci documenti',
   required: 'Obbligatorio',
   default_value: 'Valore predefinito',
   format: 'Formato',
@@ -484,10 +500,13 @@ const it = {
   some_fields_are_missing_in_the_formula: 'Alcuni campi mancano nella formula.',
   learn_more: 'Scopri di più',
   and: 'e',
-  or: 'o'
+  or: 'o',
+  start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: 'Inizia un tour rapido per imparare a creare e inviare il tuo primo documento.',
+  start_tour: 'Inizia il tour'
 }
 
 const pt = {
+  date_signed: 'Data atual',
   fonte: 'Fonte',
   party: 'Parte',
   method: 'Método',
@@ -549,6 +568,9 @@ const pt = {
   processing_: 'Processando...',
   add_pdf_documents_or_images: 'Adicionar documentos PDF ou imagens',
   add_documents_or_images: 'Adicionar documentos ou imagens',
+  add_a_new_document: 'Ajouter un nouveau document',
+  replace_existing_document: 'Substituir documento existente',
+  clone_and_replace_documents: 'Clonar e substituir documentos',
   required: 'Obrigatório',
   default_value: 'Valor padrão',
   format: 'Formato',
@@ -647,10 +669,13 @@ const pt = {
   some_fields_are_missing_in_the_formula: 'Faltam alguns campos na fórmula.',
   learn_more: 'Saiba mais',
   and: 'e',
-  or: 'ou'
+  or: 'ou',
+  start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: 'Comece um tour rápido para aprender a criar e enviar seu primeiro documento.',
+  start_tour: 'Iniciar tour'
 }
 
 const fr = {
+  date_signed: 'Date actuelle',
   font: 'Police',
   party: 'Partie',
   method: 'Méthode',
@@ -711,6 +736,9 @@ const fr = {
   processing_: 'Traitement en cours...',
   add_pdf_documents_or_images: 'Ajoutez des documents PDF ou des images',
   add_documents_or_images: 'Ajoutez des documents ou des images',
+  add_a_new_document: 'Adicionar um novo documento',
+  replace_existing_document: 'Remplacer le document existant',
+  clone_and_replace_documents: 'Cloner et remplacer les documents',
   required: 'Requis',
   default_value: 'Valeur par défaut',
   format: 'Format',
@@ -810,10 +838,13 @@ const fr = {
   some_fields_are_missing_in_the_formula: 'Certains champs manquent dans la formule.',
   learn_more: 'En savoir plus',
   and: 'et',
-  or: 'ou'
+  or: 'ou',
+  start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: 'Lancez une visite rapide pour apprendre à créer et envoyer votre premier document.',
+  start_tour: 'Démarrer'
 }
 
 const de = {
+  date_now: 'Akt. Datum',
   font: 'Schriftart',
   party: 'Partei',
   method: 'Verfahren',
@@ -874,6 +905,9 @@ const de = {
   processing_: 'Verarbeitung...',
   add_pdf_documents_or_images: 'PDF-Dokumente oder Bilder hinzufügen',
   add_documents_or_images: 'Dokumente oder Bilder hinzufügen',
+  add_a_new_document: 'Neues Dokument hinzufügen',
+  replace_existing_document: 'Vorhandenes Dokument ersetzen',
+  clone_and_replace_documents: 'Dokumente klonen und ersetzen',
   required: 'Erforderlich',
   default_value: 'Standardwert',
   format: 'Format',
@@ -973,7 +1007,9 @@ const de = {
   some_fields_are_missing_in_the_formula: 'Einige Felder fehlen in der Formel.',
   learn_more: 'Erfahren Sie mehr',
   and: 'und',
-  or: 'oder'
+  or: 'oder',
+  start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: 'Starte eine kurze Tour, um zu lernen, wie du dein erstes Dokument erstellst und versendest.',
+  start_tour: 'Starten'
 }
 
 export { en, es, it, pt, fr, de }

app/javascript/template_builder/import_list.vue

@@ -406,7 +406,7 @@ export default {
               this.mappings.every((m) => m.column_index !== index)
           })
 
-          if (columnIndex !== -1) {
+          if (columnIndex !== -1 && this.rows.some((row) => row[columnIndex])) {
             this.mappings.push({ uuid: v4(), field_name: field.name, column_index: columnIndex, submitter_uuid: submitter.uuid })
           }
         })

app/javascript/template_builder/mobile_fields.vue

@@ -54,7 +54,7 @@
           v-for="(icon, type) in fieldIconsSorted"
           :key="type"
         >
-          <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')">
+          <li v-if="fieldTypes.includes(type) || ((withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification'))">
             <a
               href="#"
               class="text-sm py-1 px-2"

app/javascript/template_builder/page.vue

@@ -37,7 +37,7 @@
       <FieldArea
         v-if="newArea"
         :is-draw="true"
-        :field="{ submitter_uuid: selectedSubmitter.uuid, type: drawField?.type || defaultFieldType }"
+        :field="{ submitter_uuid: selectedSubmitter.uuid, type: drawField?.type || dragFieldPlaceholder?.type || defaultFieldType }"
         :area="newArea"
       />
     </div>
@@ -49,7 +49,9 @@
       :class="{ 'z-10': !isMobile, 'cursor-grab': isDrag, 'cursor-nwse-resize': drawField, [resizeDirectionClasses[resizeDirection]]: !!resizeDirectionClasses }"
       @pointermove="onPointermove"
       @pointerdown="onStartDraw"
-      @dragover.prevent
+      @dragover.prevent="onDragover"
+      @dragenter="onDragenter"
+      @dragleave="newArea = null"
       @drop="onDrop"
       @pointerup="onPointerup"
     />
@@ -64,12 +66,17 @@ export default {
   components: {
     FieldArea
   },
-  inject: ['fieldTypes', 'defaultDrawFieldType', 'fieldsDragFieldRef'],
+  inject: ['fieldTypes', 'defaultDrawFieldType', 'fieldsDragFieldRef', 'assignDropAreaSize'],
   props: {
     image: {
       type: Object,
       required: true
     },
+    dragFieldPlaceholder: {
+      type: Object,
+      required: false,
+      default: null
+    },
     areas: {
       type: Array,
       required: false,
@@ -192,7 +199,24 @@ export default {
         this.areaRefs.push(el)
       }
     },
+    onDragenter (e) {
+      this.newArea = {}
+
+      this.assignDropAreaSize(this.newArea, this.dragFieldPlaceholder, {
+        maskW: this.$refs.mask.clientWidth,
+        maskH: this.$refs.mask.clientHeight
+      })
+
+      this.newArea.x = (e.offsetX - 6) / this.$refs.mask.clientWidth
+      this.newArea.y = e.offsetY / this.$refs.mask.clientHeight - this.newArea.h / 2
+    },
+    onDragover (e) {
+      this.newArea.x = (e.offsetX - 6) / this.$refs.mask.clientWidth
+      this.newArea.y = e.offsetY / this.$refs.mask.clientHeight - this.newArea.h / 2
+    },
     onDrop (e) {
+      this.newArea = null
+
       this.$emit('drop-field', {
         x: e.offsetX,
         y: e.offsetY,
@@ -266,7 +290,12 @@ export default {
           area.cell_w = this.newArea.cell_w
         }
 
-        this.$emit('draw', area)
+        const dx = Math.abs(e.offsetX - this.$refs.mask.clientWidth * this.newArea.initialX)
+        const dy = Math.abs(e.offsetY - this.$refs.mask.clientHeight * this.newArea.initialY)
+
+        const isTooSmall = dx < 8 && dy < 8
+
+        this.$emit('draw', { area, isTooSmall })
       }
 
       this.showMask = false

app/javascript/template_builder/replace.vue

@@ -2,7 +2,7 @@
   <label
     :for="inputId"
     class="btn btn-neutral btn-xs text-white transition-none replace-document-button"
-    :class="{ 'opacity-100': isLoading || isProcessing }"
+    :class="{ 'opacity-100': isLoading }"
   >
     {{ message }}
     <form
@@ -41,19 +41,19 @@ export default {
   emits: ['success'],
   data () {
     return {
-      isLoading: false,
-      isProcessing: false
+      isLoading: false
     }
   },
   computed: {
     inputId () {
       return 'el' + Math.random().toString(32).split('.')[1]
     },
+    uploadUrl () {
+      return `/templates/${this.templateId}/documents`
+    },
     message () {
       if (this.isLoading) {
         return this.t('uploading_')
-      } else if (this.isProcessing) {
-        return this.t('processing_')
       } else {
         return this.t('replace')
       }

app/javascript/template_builder/upload.vue

@@ -4,10 +4,10 @@
       id="add_document_button"
       :for="inputId"
       class="btn btn-outline w-full add-document-button"
-      :class="{ 'btn-disabled': isLoading || isProcessing }"
+      :class="{ 'btn-disabled': isLoading }"
     >
       <IconInnerShadowTop
-        v-if="isLoading || isProcessing"
+        v-if="isLoading"
         width="20"
         class="animate-spin"
       />
@@ -18,9 +18,6 @@
       <span v-if="isLoading">
         {{ t('uploading_') }}
       </span>
-      <span v-else-if="isProcessing">
-        {{ t('processing_') }}
-      </span>
       <span v-else>
         {{ t('add_document') }}
       </span>
@@ -63,30 +60,34 @@ export default {
       default: 'image/*, application/pdf'
     }
   },
-  emits: ['success'],
+  emits: ['success', 'error'],
   data () {
     return {
-      isLoading: false,
-      isProcessing: false
+      isLoading: false
     }
   },
   computed: {
     inputId () {
       return 'el' + Math.random().toString(32).split('.')[1]
+    },
+    uploadUrl () {
+      return `/templates/${this.templateId}/documents`
     }
   },
   methods: {
     async upload () {
       this.isLoading = true
 
-      this.baseFetch(`/templates/${this.templateId}/documents`, {
+      this.baseFetch(this.uploadUrl, {
         method: 'POST',
+        headers: { Accept: 'application/json' },
         body: new FormData(this.$refs.form)
       }).then((resp) => {
         if (resp.ok) {
           resp.json().then((data) => {
             this.$emit('success', data)
             this.$refs.input.value = ''
+            this.isLoading = false
           })
         } else if (resp.status === 422) {
           resp.json().then((data) => {
@@ -95,21 +96,33 @@ export default {
 
               formData.append('password', prompt(this.t('enter_pdf_password')))
 
-              this.baseFetch(`/templates/${this.templateId}/documents`, {
+              this.baseFetch(this.uploadUrl, {
                 method: 'POST',
                 body: formData
               }).then(async (resp) => {
                 if (resp.ok) {
                   this.$emit('success', await resp.json())
                   this.$refs.input.value = ''
+                  this.isLoading = false
                 } else {
                   alert(this.t('wrong_password'))
+
+                  this.$emit('error', await resp.json().error)
+                  this.isLoading = false
                 }
               })
+            } else {
+              this.$emit('error', data.error)
+              this.isLoading = false
             }
           })
+        } else {
+          resp.json().then((data) => {
+            this.$emit('error', data.error)
+            this.isLoading = false
+          })
         }
-      }).finally(() => {
+      }).catch(() => {
         this.isLoading = false
       })
     }

app/jobs/generate_attachment_preview_job.rb

@@ -0,0 +1,21 @@
+# frozen_string_literal: true
+
+class GenerateAttachmentPreviewJob
+  include Sidekiq::Job
+
+  InvalidFormat = Class.new(StandardError)
+
+  sidekiq_options queue: :images
+
+  def perform(params = {})
+    attachment = ActiveStorage::Attachment.find(params['attachment_id'])
+
+    if attachment.content_type == Templates::ProcessDocument::PDF_CONTENT_TYPE
+      Templates::ProcessDocument.generate_pdf_preview_images(attachment, attachment.download)
+    elsif attachment.image?
+      Templates::ProcessDocument.generate_preview_image(attachment, attachment.download)
+    else
+      raise InvalidFormat, attachment.id
+    end
+  end
+end

app/jobs/process_submission_expired_job.rb

@@ -7,7 +7,7 @@ class ProcessSubmissionExpiredJob
     submission = Submission.find(params['submission_id'])
 
     return if submission.archived_at?
-    return if submission.template.archived_at?
+    return if submission.template&.archived_at?
     return if submission.submitters.where.not(declined_at: nil).exists?
     return unless submission.submitters.exists?(completed_at: nil)
 

app/jobs/process_submitter_completion_job.rb

@@ -82,7 +82,7 @@ class ProcessSubmitterCompletionJob
     user = submission.created_by_user || submitter.template.author
 
     if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false &&
-       submitter.template.preferences['completed_notification_email_enabled'] != false
+       submitter.template&.preferences&.dig('completed_notification_email_enabled') != false
       if submission.submitters.map(&:email).exclude?(user.email) &&
          user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false &&
          user.role != 'integration'
@@ -94,27 +94,38 @@ class ProcessSubmitterCompletionJob
       end
     end
 
-    to = build_to_addresses(submitter)
+    maybe_enqueue_copy_emails(submitter)
+  end
 
-    return if to.blank? || submitter.template.preferences['documents_copy_email_enabled'] == false
+  def maybe_enqueue_copy_emails(submitter)
+    return if submitter.template&.preferences&.dig('documents_copy_email_enabled') == false
 
-    SubmitterMailer.documents_copy_email(submitter, to:).deliver_later!
+    configs = AccountConfigs.find_or_initialize_for_key(submitter.account,
+                                                        AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
+
+    return if configs.value['enabled'] == false
+
+    to = submitter.submission.submitters.reject { |e| e.preferences['send_email'] == false }
+                  .sort_by(&:completed_at).select(&:email?).map(&:friendly_name)
+
+    return if to.blank?
+
+    if configs.value['bcc_recipients'] == true
+      to.each { |to| SubmitterMailer.documents_copy_email(submitter, to:).deliver_later! }
+    else
+      SubmitterMailer.documents_copy_email(submitter, to: to.join(', ')).deliver_later!
+    end
   end
 
   def build_bcc_addresses(submission)
     bcc = submission.preferences['bcc_completed'].presence ||
-          submission.template.preferences['bcc_completed'].presence ||
+          submission.template&.preferences&.dig('bcc_completed').presence ||
           submission.account.account_configs
                     .find_by(key: AccountConfig::BCC_EMAILS)&.value
 
     bcc.to_s.scan(User::EMAIL_REGEXP)
   end
 
-  def build_to_addresses(submitter)
-    submitter.submission.submitters.reject { |e| e.preferences['send_email'] == false }
-             .sort_by(&:completed_at).select(&:email?).map(&:friendly_name).join(', ')
-  end
-
   def enqueue_next_submitter_request_notification(submitter)
     next_submitter_item =
       submitter.submission.template_submitters.find do |e|

app/jobs/reindex_all_search_entries_job.rb

@@ -0,0 +1,9 @@
+# frozen_string_literal: true
+
+class ReindexAllSearchEntriesJob
+  include Sidekiq::Job
+
+  def perform
+    SearchEntries.reindex_all
+  end
+end

app/jobs/reindex_search_entry_job.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+class ReindexSearchEntryJob
+  include Sidekiq::Job
+
+  InvalidFormat = Class.new(StandardError)
+
+  def perform(params = {})
+    entry = SearchEntry.find_or_initialize_by(params.slice('record_type', 'record_id'))
+
+    SearchEntries.reindex_record(entry.record)
+  end
+end

app/mailers/application_mailer.rb

@@ -20,7 +20,7 @@ class ApplicationMailer < ActionMailer::Base
   end
 
   def set_message_metadata
-    message.instance_variable_set(:@message_metadata, @message_metadata)
+    message.instance_variable_set(:@message_metadata, @message_metadata || {})
   end
 
   def set_message_uuid
@@ -28,10 +28,14 @@ class ApplicationMailer < ActionMailer::Base
   end
 
   def assign_message_metadata(tag, record)
-    @message_metadata = {
+    @message_metadata = (@message_metadata || {}).merge(
       'tag' => tag,
       'record_id' => record.id,
       'record_type' => record.class.name
-    }
+    )
+  end
+
+  def put_metadata(attrs)
+    @message_metadata = (@message_metadata || {}).merge(attrs)
   end
 end

app/mailers/submitter_mailer.rb

@@ -23,11 +23,11 @@ class SubmitterMailer < ApplicationMailer
 
     @body = @email_message&.body.presence ||
             template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
-            @submitter.template.preferences['request_email_body'].presence
+            @submitter.template&.preferences&.dig('request_email_body').presence
 
     @subject = @email_message&.subject.presence ||
                template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence ||
-               @submitter.template.preferences['request_email_subject'].presence
+               @submitter.template&.preferences&.dig('request_email_subject').presence
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
 
@@ -53,6 +53,8 @@ class SubmitterMailer < ApplicationMailer
     @submission = submitter.submission
     @user = user
 
+    template_preferences = @submission.template&.preferences || {}
+
     Submissions::EnsureResultGenerated.call(submitter)
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
@@ -60,15 +62,15 @@ class SubmitterMailer < ApplicationMailer
     add_completed_email_attachments!(
       submitter,
       with_documents: @email_config&.value&.dig('attach_documents') != false &&
-                      @submitter.template.preferences['completed_notification_email_attach_documents'] != false,
+                      template_preferences['completed_notification_email_attach_documents'] != false,
       with_audit_log: @email_config&.value&.dig('attach_audit_log') != false &&
-                      @submitter.template.preferences['completed_notification_email_attach_audit'] != false
+                      template_preferences['completed_notification_email_attach_audit'] != false
     )
 
-    @subject = @submitter.template.preferences['completed_notification_email_subject'].presence
+    @subject = template_preferences['completed_notification_email_subject'].presence
     @subject ||= @email_config.value['subject'] if @email_config
 
-    @body = @submitter.template.preferences['completed_notification_email_body'].presence
+    @body = template_preferences['completed_notification_email_body'].presence
     @body ||= @email_config.value['body'] if @email_config
 
     assign_message_metadata('submitter_completed', @submitter)
@@ -97,7 +99,7 @@ class SubmitterMailer < ApplicationMailer
            to: user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name,
            reply_to: @submitter.friendly_name,
            subject: I18n.t(:name_declined_by_submitter,
-                           name: @submission.template.name.truncate(20),
+                           name: (@submission.name || @submission.template.name).truncate(20),
                            submitter: @submitter.name || @submitter.email || @submitter.phone))
     end
   end
@@ -107,22 +109,24 @@ class SubmitterMailer < ApplicationMailer
     @submitter = submitter
     @sig = submitter.signed_id(expires_in: SIGN_TTL, purpose: :download_completed) if sig
 
+    template_preferences = @submitter.template&.preferences || {}
+
     Submissions::EnsureResultGenerated.call(@submitter)
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
     add_completed_email_attachments!(
       submitter,
-      with_documents: @submitter.template.preferences['documents_copy_email_attach_documents'] != false &&
-                                 (@email_config.nil? || @email_config.value['attach_documents'] != false),
-      with_audit_log: @submitter.template.preferences['documents_copy_email_attach_audit'] != false &&
-                                 (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
+      with_documents: template_preferences['documents_copy_email_attach_documents'] != false &&
+                      (@email_config.nil? || @email_config.value['attach_documents'] != false),
+      with_audit_log: template_preferences['documents_copy_email_attach_audit'] != false &&
+                      (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
     )
 
-    @subject = @submitter.template.preferences['documents_copy_email_subject'].presence
+    @subject = template_preferences['documents_copy_email_subject'].presence
     @subject ||= @email_config.value['subject'] if @email_config
 
-    @body = @submitter.template.preferences['documents_copy_email_body'].presence
+    @body = template_preferences['documents_copy_email_body'].presence
     @body ||= @email_config.value['body'] if @email_config
 
     assign_message_metadata('submitter_documents_copy', @submitter)
@@ -130,11 +134,7 @@ class SubmitterMailer < ApplicationMailer
 
     I18n.with_locale(@current_account.locale) do
       subject =
-        if @subject.present?
-          ReplaceEmailVariables.call(@subject, submitter:)
-        else
-          I18n.t(:your_document_copy)
-        end
+        @subject.present? ? ReplaceEmailVariables.call(@subject, submitter:) : I18n.t(:your_document_copy)
 
       mail(from: from_address_for_submitter(submitter),
            to: to || @submitter.friendly_name,
@@ -147,7 +147,7 @@ class SubmitterMailer < ApplicationMailer
 
   def build_submitter_reply_to(submitter, email_config: nil, documents_copy_email: nil)
     reply_to = submitter.preferences['reply_to'].presence
-    reply_to ||= submitter.template.preferences['documents_copy_email_reply_to'].presence if documents_copy_email
+    reply_to ||= submitter.template&.preferences&.dig('documents_copy_email_reply_to').presence if documents_copy_email
     reply_to ||= email_config.value['reply_to'].presence if email_config
 
     if reply_to.blank? && (submitter.submission.created_by_user || submitter.template.author)&.email != submitter.email
@@ -212,7 +212,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def build_submitter_preferences_index(submitter)
-    submitter.template.preferences['submitters'].to_a.index_by { |e| e['uuid'] }
+    submitter.template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] }
   end
 
   def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)
@@ -233,9 +233,17 @@ class SubmitterMailer < ApplicationMailer
   def from_address_for_submitter(submitter)
     if submitter.submission.source.in?(%w[api embed]) &&
        (from_email = AccountConfig.find_by(account: submitter.account, key: 'integration_from_email')&.value.presence)
+      user = submitter.account.users.find_by(email: from_email)
+
+      put_metadata('from_user_id' => user.id)
+
       from_email
     else
-      (submitter.submission.created_by_user || submitter.submission.template.author).friendly_name
+      user = submitter.submission.created_by_user || submitter.submission.template.author
+
+      put_metadata('from_user_id' => user.id)
+
+      user.friendly_name
     end
   end
 end