Merge from docusealco/wip

.github/workflows/docker.yml

@@ -1,27 +1,14 @@
 name: Build Docker Images
 
 on:
-  workflow_dispatch:
-    inputs:
-      version:
-        description: Version
-        type: string
-        required: true
-      image:
-        description: QEMU image
-        type: string
-        required: false
-        default: tonistiigi/binfmt:latest
-      os:
-        description: OS
-        type: string
-        required: false
-        default: ubuntu-24.04-arm
+  push:
+    tags:
+      - "*.*.*"
 
 jobs:
   build:
-    runs-on: ${{ inputs.os }}
-    timeout-minutes: 20
+    runs-on: ubuntu-24.04-arm
+    timeout-minutes: 30
 
     steps:
     - name: Checkout code
@@ -34,18 +21,16 @@ jobs:
       uses: docker/metadata-action@v4
       with:
         images: docuseal/docuseal
-        tags: latest,${{ inputs.version }}
+        tags: type=semver,pattern={{version}}
 
     - name: Set up QEMU
       uses: docker/setup-qemu-action@v3
-      with:
-        image: ${{ inputs.image }}
 
     - name: Set up Docker Buildx
       uses: docker/setup-buildx-action@v3
 
     - name: Create .version file
-      run: echo ${{ inputs.version }} > .version
+      run: echo ${{ github.ref_name }} > .version
 
     - name: Login to Docker Hub
       uses: docker/login-action@v3

.rubocop.yml

@@ -45,6 +45,9 @@ Metrics/PerceivedComplexity:
 Style/MultipleComparison:
   Enabled: false
 
+Style/NumericPredicate:
+  Enabled: false
+
 Naming/PredicateMethod:
   Enabled: false
 

Dockerfile

@@ -9,7 +9,7 @@ RUN apk --no-cache add fontforge wget && \
     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 /model.onnx "https://github.com/docusealco/fields-detection/releases/download/1.0.0/model_704_int8.onnx" && \
+    wget -O /model.onnx "https://github.com/docusealco/fields-detection/releases/download/2.0.0/model_704_int8.onnx" && \
     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
@@ -90,7 +90,7 @@ COPY --from=download /model.onnx /app/tmp/model.onnx
 COPY --from=webpack /app/public/packs ./public/packs
 
 RUN ln -s /fonts /app/public/fonts
-RUN bundle exec bootsnap precompile --gemfile app/ lib/
+RUN bundle exec bootsnap precompile -j 1 --gemfile app/ lib/
 
 WORKDIR /data/docuseal
 ENV WORKDIR=/data/docuseal

Gemfile.lock

@@ -77,24 +77,27 @@ GEM
     annotaterb (4.14.0)
     arabic-letter-connector (0.1.1)
     ast (2.4.3)
-    aws-eventstream (1.3.0)
-    aws-partitions (1.1027.0)
-    aws-sdk-core (3.214.0)
+    aws-eventstream (1.4.0)
+    aws-partitions (1.1197.0)
+    aws-sdk-core (3.240.0)
       aws-eventstream (~> 1, >= 1.3.0)
       aws-partitions (~> 1, >= 1.992.0)
       aws-sigv4 (~> 1.9)
+      base64
+      bigdecimal
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.96.0)
-      aws-sdk-core (~> 3, >= 3.210.0)
+      logger
+    aws-sdk-kms (1.118.0)
+      aws-sdk-core (~> 3, >= 3.239.1)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.176.1)
-      aws-sdk-core (~> 3, >= 3.210.0)
+    aws-sdk-s3 (1.208.0)
+      aws-sdk-core (~> 3, >= 3.234.0)
       aws-sdk-kms (~> 1)
       aws-sigv4 (~> 1.5)
     aws-sdk-secretsmanager (1.110.0)
       aws-sdk-core (~> 3, >= 3.210.0)
       aws-sigv4 (~> 1.5)
-    aws-sigv4 (1.10.1)
+    aws-sigv4 (1.12.1)
       aws-eventstream (~> 1, >= 1.0.2)
     azure-storage-blob (2.0.3)
       azure-storage-common (~> 2.0)
@@ -584,7 +587,7 @@ GEM
       unicode-emoji (~> 4.1)
     unicode-emoji (4.1.0)
     uniform_notifier (1.16.0)
-    uri (1.0.3)
+    uri (1.1.1)
     useragent (0.16.11)
     warden (1.2.9)
       rack (>= 2.0.9)

app/controllers/accounts_controller.rb

@@ -46,6 +46,7 @@ class AccountsController < ApplicationController
   def destroy
     authorize!(:manage, current_account)
 
+    true_user.skip_reconfirmation!
     true_user.update!(locked_at: Time.current, email: true_user.email.sub('@', '+removed@'))
     true_user.account.update!(archived_at: Time.current)
 

app/controllers/api/attachments_controller.rb

@@ -37,7 +37,7 @@ module Api
     rescue Submitters::MaliciousFileExtension => e
       Rollbar.error(e) if defined?(Rollbar)
 
-      render json: { error: e.message }, status: :unprocessable_entity
+      render json: { error: e.message }, status: :unprocessable_content
     end
 
     def build_new_cookie_signatures_json(submitter, attachment)

app/controllers/api/submissions_controller.rb

@@ -182,13 +182,13 @@ module Api
     def submissions_params
       permitted_attrs = [
         :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
-        :require_phone_2fa, :expire_at, :name,
+        :require_phone_2fa, :require_email_2fa, :expire_at, :name,
         {
           variables: {},
           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, :order,
+                        :require_phone_2fa, :require_email_2fa, :order, :invite_by,
                         { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
                                    :readonly, :required, :validation_pattern, :invalid_message,

app/controllers/api/submitters_controller.rb

@@ -84,7 +84,7 @@ 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, :require_phone_2fa,
+        :completed, :phone, :application_key, :external_id, :go_to_last, :require_phone_2fa, :require_email_2fa,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
           fields: [[:name, :uuid, :default_value, :value, :required,
                     :readonly, :validation_pattern, :invalid_message,

app/controllers/invitations_controller.rb

@@ -1,4 +1,11 @@
 # frozen_string_literal: true
 
 class InvitationsController < Devise::PasswordsController
+  def update
+    super do |resource|
+      resource.confirmed_at ||= Time.current if resource.errors.empty?
+
+      PasswordsController::Current.user = resource
+    end
+  end
 end

app/controllers/passwords_controller.rb

@@ -5,6 +5,8 @@ class PasswordsController < Devise::PasswordsController
   skip_before_action :require_no_authentication, only: %i[edit update]
   # rubocop:enable Rails/LexicallyScopedActionFilter
 
+  around_action :with_browser_locale
+
   class Current < ActiveSupport::CurrentAttributes
     attribute :user
   end

app/controllers/personalization_settings_controller.rb

@@ -4,6 +4,7 @@ class PersonalizationSettingsController < ApplicationController
   ALLOWED_KEYS = [
     AccountConfig::FORM_COMPLETED_BUTTON_KEY,
     AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY,
+    AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY,
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY,
     AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY,
     AccountConfig::FORM_COMPLETED_MESSAGE_KEY,

app/controllers/profile_controller.rb

@@ -9,7 +9,14 @@ class ProfileController < ApplicationController
 
   def update_contact
     if current_user.update(contact_params)
-      redirect_to settings_profile_index_path, notice: I18n.t('contact_information_has_been_update')
+      if current_user.try(:pending_reconfirmation?) && current_user.previous_changes.key?(:unconfirmed_email)
+        SendConfirmationInstructionsJob.perform_async('user_id' => current_user.id)
+
+        redirect_to settings_profile_index_path,
+                    notice: I18n.t('a_confirmation_email_has_been_sent_to_the_new_email_address')
+      else
+        redirect_to settings_profile_index_path, notice: I18n.t('contact_information_has_been_update')
+      end
     else
       render :index, status: :unprocessable_content
     end

app/controllers/start_form_controller.rb

@@ -16,7 +16,9 @@ class StartFormController < ApplicationController
   COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
 
   def show
-    raise ActionController::RoutingError, I18n.t('not_found') if @template.preferences['require_phone_2fa']
+    if @template.preferences['require_phone_2fa'] || @template.preferences['require_email_2fa']
+      raise ActionController::RoutingError, I18n.t('not_found')
+    end
 
     if @template.shared_link?
       @submitter = @template.submissions.new(account_id: @template.account_id)
@@ -81,7 +83,7 @@ class StartFormController < ApplicationController
 
     @submitter = Submitter.where(submission: @template.submissions)
                           .where.not(completed_at: nil)
-                          .find_by!(required_params)
+                          .find_by!(required_params.except('name'))
   end
 
   private

app/controllers/submission_events_controller.rb

@@ -10,6 +10,7 @@ class SubmissionEventsController < ApplicationController
     'api_complete_form' => 'check',
     'send_reminder_email' => 'mail_forward',
     'send_2fa_sms' => '2fa',
+    'send_2fa_email' => '2fa',
     'send_sms' => 'send',
     'phone_verified' => 'phone_check',
     'email_verified' => 'email_check',

app/controllers/submissions_controller.rb

@@ -12,6 +12,14 @@ class SubmissionsController < ApplicationController
     authorize!(:create, Submission)
   end
 
+  FIELD_ICONS = {
+    'text' => 'text_size', 'signature' => 'writing_sign', 'date' => 'calendar_event',
+    'number' => 'square_number_1', 'image' => 'photo', 'initials' => 'letter_case_upper',
+    'file' => 'paperclip', 'select' => 'select', 'checkbox' => 'checkbox', 'radio' => 'circle_dot',
+    'stamp' => 'rubber_stamp', 'cells' => 'columns_3', 'multiple' => 'checks', 'phone' => 'phone_check',
+    'payment' => 'credit_card', 'verification' => 'id', 'kba' => 'user_scan'
+  }.freeze
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
@@ -45,14 +53,15 @@ class SubmissionsController < ApplicationController
       else
         submissions_attrs = submissions_params[:submission].to_h.values
 
-        submissions_attrs, =
-          Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_attrs, @template)
+        submissions_attrs, _, new_fields =
+          Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_attrs, @template, add_fields: true)
 
         Submissions.create_from_submitters(template: @template,
                                            user: current_user,
                                            source: :invite,
                                            submitters_order: params[:preserve_order] == '1' ? 'preserved' : 'random',
                                            submissions_attrs:,
+                                           new_fields:,
                                            params: params.merge('send_completed_email' => true))
       end
 

app/controllers/submissions_preview_controller.rb

@@ -53,8 +53,11 @@ class SubmissionsPreviewController < ApplicationController
 
   def use_signature?(submission)
     return false if current_user && can?(:read, submission)
-    return true if submission.submitters.any? { |e| e.preferences['require_phone_2fa'] }
+    return true if submission.submitters.any? do |e|
+      e.preferences['require_phone_2fa'] || e.preferences['require_email_2fa']
+    end
     return true if submission.template&.preferences&.dig('require_phone_2fa')
+    return true if submission.template&.preferences&.dig('require_email_2fa')
 
     !submission_valid_ttl?(submission)
   end

app/controllers/submit_form_controller.rb

@@ -17,6 +17,7 @@ class SubmitFormController < ApplicationController
     submission = @submitter.submission
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
+    return render :email_2fa if require_email_2fa?(@submitter)
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
@@ -47,6 +48,11 @@ class SubmitFormController < ApplicationController
   end
 
   def update
+    if require_email_2fa?(@submitter)
+      return render json: { error: I18n.t('verification_required_refresh_the_page_and_pass_2fa') },
+                    status: :unprocessable_content
+    end
+
     if @submitter.completed_at?
       return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_content
     end
@@ -77,6 +83,8 @@ class SubmitFormController < ApplicationController
 
   def completed
     raise ActionController::RoutingError, I18n.t('not_found') if @submitter.account.archived_at?
+
+    redirect_to submit_form_path(params[:submit_form_slug]) if require_email_2fa?(@submitter)
   end
 
   def success; end
@@ -109,4 +117,12 @@ class SubmitFormController < ApplicationController
     ActiveStorage::Attachment.where(record: submission.submitters, name: :attachments)
                              .preload(:blob).index_by(&:uuid)
   end
+
+  def require_email_2fa?(submitter)
+    return false if submitter.submission.template&.preferences&.dig('require_email_2fa') != true &&
+                    submitter.preferences['require_email_2fa'] != true
+    return false if cookies.encrypted[:email_2fa_slug] == submitter.slug
+
+    true
+  end
 end

app/controllers/submit_form_email_2fas_controller.rb

@@ -0,0 +1,52 @@
+# frozen_string_literal: true
+
+class SubmitFormEmail2fasController < ApplicationController
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  before_action :load_submitter
+
+  COOKIES_TTL = 12.hours
+  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
+
+  def create
+    RateLimit.call("verify-2fa-code-#{@submitter.id}", limit: 2, ttl: 45.seconds, enabled: true)
+
+    value = [@submitter.email.downcase.strip, @submitter.slug].join(':')
+
+    if EmailVerificationCodes.verify(params[:one_time_code].to_s.gsub(/\D/, ''), value)
+      SubmissionEvents.create_with_tracking_data(@submitter, 'email_verified', request, { email: @submitter.email })
+
+      cookies.encrypted[:email_2fa_slug] =
+        { value: @submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+
+      redirect_to submit_form_path(@submitter.slug)
+    else
+      redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:invalid_code)
+    end
+  rescue RateLimit::LimitApproached
+    redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:too_many_attempts)
+  end
+
+  def update
+    if @submitter.submission_events.where(event_type: 'send_2fa_email').exists?(created_at: 15.seconds.ago..)
+      return redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:rate_limit_exceeded)
+    end
+
+    RateLimit.call("send-email-code-#{@submitter.id}", limit: 2, ttl: 45.seconds, enabled: true)
+
+    SendSubmitterVerificationEmailJob.perform_async('submitter_id' => @submitter.id, 'locale' => I18n.locale.to_s)
+
+    redir_params = params[:resend] ? { alert: I18n.t(:code_has_been_resent) } : {}
+
+    redirect_to submit_form_path(@submitter.slug, status: :sent), **redir_params
+  rescue RateLimit::LimitApproached
+    redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:too_many_attempts)
+  end
+
+  def load_submitter
+    @submitter = Submitter.find_by!(slug: params[:submitter_slug])
+  end
+end

app/controllers/templates_preferences_controller.rb

@@ -3,6 +3,15 @@
 class TemplatesPreferencesController < ApplicationController
   load_and_authorize_resource :template
 
+  RESETTABLE_PREFERENCE_KEYS = {
+    AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY => %w[request_email_subject request_email_body submitters],
+    AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => %w[invitation_reminder_email_subject
+                                                                 invitation_reminder_email_body],
+    AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[documents_copy_email_subject documents_copy_email_body],
+    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY => %w[completed_notification_email_subject
+                                                       completed_notification_email_body]
+  }.freeze
+
   def show; end
 
   def create
@@ -15,19 +24,38 @@ class TemplatesPreferencesController < ApplicationController
     head :ok
   end
 
+  def destroy
+    authorize!(:update, @template)
+
+    config_key = params[:config_key]
+    preferences_to_delete = RESETTABLE_PREFERENCE_KEYS[config_key]
+
+    return head :ok if preferences_to_delete.blank?
+
+    preferences_to_delete.each do |key|
+      @template.preferences.delete(key)
+    end
+
+    @template.save!
+
+    render turbo_stream: turbo_stream.replace("#{config_key}_form",
+                                              partial: "templates_preferences/#{config_key}_form"),
+           status: :ok
+  end
+
   private
 
   def template_params
     params.require(:template).permit(
       preferences: %i[bcc_completed request_email_subject request_email_body
+                      invitation_reminder_email_subject invitation_reminder_email_body
                       documents_copy_email_subject documents_copy_email_body
                       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 validate_unique_submitters
-                      require_all_submitters submitters_order require_phone_2fa
-                      default_expire_at_duration shared_link_2fa
-                      default_expire_at request_email_enabled
+                      require_all_submitters submitters_order require_phone_2fa require_email_2fa
+                      default_expire_at_duration shared_link_2fa default_expire_at request_email_enabled
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +
                       [completed_message: %i[title body],

app/controllers/users_controller.rb

@@ -24,10 +24,19 @@ class UsersController < ApplicationController
   def edit; end
 
   def create
-    if User.accessible_by(current_ability).exists?(email: @user.email)
-      @user.errors.add(:email, I18n.t('already_exists'))
+    existing_user = User.accessible_by(current_ability).find_by(email: @user.email)
 
-      return render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_content
+    if existing_user
+      if existing_user.archived_at? &&
+         current_ability.can?(:manage, existing_user) && current_ability.can?(:manage, @user.account)
+        existing_user.assign_attributes(@user.slice(:first_name, :last_name, :role, :account_id))
+        existing_user.archived_at = nil
+        @user = existing_user
+      else
+        @user.errors.add(:email, I18n.t('already_exists'))
+
+        return render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_content
+      end
     end
 
     @user.password = SecureRandom.hex if @user.password.blank?
@@ -45,7 +54,8 @@ class UsersController < ApplicationController
   def update
     return redirect_to settings_users_path, notice: I18n.t('unable_to_update_user') if Docuseal.demo?
 
-    attrs = user_params.compact_blank.merge(user_params.slice(:archived_at))
+    attrs = user_params.compact_blank
+    attrs = attrs.merge(user_params.slice(:archived_at)) if current_ability.can?(:create, @user)
 
     if params.dig(:user, :account_id).present?
       account = Account.accessible_by(current_ability).find(params.dig(:user, :account_id))
@@ -56,7 +66,14 @@ class UsersController < ApplicationController
     end
 
     if @user.update(attrs.except(*(current_user == @user ? %i[password otp_required_for_login role] : %i[password])))
-      redirect_back fallback_location: settings_users_path, notice: I18n.t('user_has_been_updated')
+      if @user.try(:pending_reconfirmation?) && @user.previous_changes.key?(:unconfirmed_email)
+        SendConfirmationInstructionsJob.perform_async('user_id' => @user.id)
+
+        redirect_back fallback_location: settings_users_path,
+                      notice: I18n.t('a_confirmation_email_has_been_sent_to_the_new_email_address')
+      else
+        redirect_back fallback_location: settings_users_path, notice: I18n.t('user_has_been_updated')
+      end
     else
       render turbo_stream: turbo_stream.replace(:modal, template: 'users/edit'), status: :unprocessable_content
     end

app/javascript/application.js

@@ -51,6 +51,8 @@ import ToggleClasses from './elements/toggle_classes'
 import AutosizeField from './elements/autosize_field'
 import GoogleDriveFilePicker from './elements/google_drive_file_picker'
 import OpenModal from './elements/open_modal'
+import BarChart from './elements/bar_chart'
+import FieldCondition from './elements/field_condition'
 
 import * as TurboInstantClick from './lib/turbo_instant_click'
 
@@ -140,6 +142,8 @@ safeRegisterElement('toggle-classes', ToggleClasses)
 safeRegisterElement('autosize-field', AutosizeField)
 safeRegisterElement('google-drive-file-picker', GoogleDriveFilePicker)
 safeRegisterElement('open-modal', OpenModal)
+safeRegisterElement('bar-chart', BarChart)
+safeRegisterElement('field-condition', FieldCondition)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {
@@ -155,6 +159,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       locale: this.dataset.locale,
       withPhone: this.dataset.withPhone === 'true',
       withVerification: ['true', 'false'].includes(this.dataset.withVerification) ? this.dataset.withVerification === 'true' : null,
+      withKba: ['true', 'false'].includes(this.dataset.withKba) ? this.dataset.withKba === 'true' : null,
       withLogo: this.dataset.withLogo !== 'false',
       withFieldsDetection: this.dataset.withFieldsDetection === 'true',
       editable: this.dataset.editable !== 'false',

app/javascript/elements/bar_chart.js

@@ -0,0 +1,50 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.chartLabels = JSON.parse(this.dataset.labels || '[]')
+    this.chartDatasets = JSON.parse(this.dataset.datasets || '[]')
+
+    this.initChart()
+  }
+
+  disconnectedCallback () {
+    if (this.chartInstance) {
+      this.chartInstance.destroy()
+      this.chartInstance = null
+    }
+  }
+
+  async initChart () {
+    const { default: Chart } = await import(/* webpackChunkName: "chartjs" */ 'chart.js/auto')
+
+    const canvas = this.querySelector('canvas')
+
+    const ctx = canvas.getContext('2d')
+
+    this.chartInstance = new Chart(ctx, {
+      type: 'bar',
+      data: {
+        labels: this.chartLabels,
+        datasets: this.chartDatasets
+      },
+      options: {
+        responsive: true,
+        maintainAspectRatio: true,
+        animation: false,
+        scales: {
+          y: {
+            beginAtZero: true,
+            grace: '20%',
+            ticks: {
+              precision: 0
+            }
+          }
+        },
+        plugins: {
+          legend: {
+            display: false
+          }
+        }
+      }
+    })
+  }
+}

app/javascript/elements/field_condition.js

@@ -0,0 +1,151 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.targetId = this.dataset.targetId
+    this.fieldId = this.dataset.fieldId
+    this.action = (this.dataset.action || '').trim()
+    this.expectedValue = this.dataset.value
+
+    this.targetEl = document.getElementById(this.targetId)
+    this.sourceEl = document.getElementById(this.fieldId)
+
+    this.bindListeners()
+
+    this.evaluateAndApply()
+  }
+
+  disconnectedCallback () {
+    this.unbindListeners()
+  }
+
+  bindListeners () {
+    this.eventsFor(this.sourceEl).forEach((ev) => {
+      this.sourceEl.addEventListener(ev, this.evaluateAndApply)
+    })
+  }
+
+  unbindListeners () {
+    this.eventsFor(this.sourceEl).forEach((ev) => {
+      this.sourceEl.removeEventListener(ev, this.evaluateAndApply)
+    })
+  }
+
+  eventsFor (el) {
+    if (!el) return []
+
+    const tag = el.tagName.toLowerCase()
+
+    if (tag === 'textarea') return ['input']
+    if (tag === 'input') return ['input', 'change']
+
+    return ['change']
+  }
+
+  evaluateAndApply = () => {
+    const fieldConditions = document.querySelectorAll(`field-condition[data-target-id="${this.targetId}"]`)
+
+    const result = [...fieldConditions].reduce((acc, cond) => {
+      if (cond.dataset.operation === 'or') {
+        acc.push(acc.pop() || cond.checkCondition())
+      } else {
+        acc.push(cond.checkCondition())
+      }
+
+      return acc
+    }, [])
+
+    this.apply(!result.includes(false))
+  }
+
+  checkCondition () {
+    const action = this.action
+    const actual = this.getSourceValue()
+    const expected = this.expectedValue
+
+    if (action === 'empty' || action === 'unchecked') return this.isEmpty(actual)
+    if (action === 'not_empty' || action === 'checked') return !this.isEmpty(actual)
+
+    if (action === 'equal') {
+      const list = Array.isArray(actual) ? actual : [actual]
+      return list.filter((v) => v !== null && v !== undefined).map(String).includes(String(expected))
+    }
+
+    if (action === 'contains') return this.contains(actual, expected)
+
+    if (action === 'not_equal') {
+      const list = Array.isArray(actual) ? actual : [actual]
+      return !list.filter((v) => v !== null && v !== undefined).map(String).includes(String(expected))
+    }
+
+    if (action === 'does_not_contain') return !this.contains(actual, expected)
+
+    return true
+  }
+
+  getSourceValue () {
+    const el = this.sourceEl
+
+    if (!el) return
+
+    const tag = el.tagName.toLowerCase()
+    const type = (el.getAttribute('type') || '').toLowerCase()
+
+    if (tag === 'select') return el.value
+    if (tag === 'textarea') return el.value
+    if (tag === 'input' && type === 'checkbox') return el.checked ? (el.value || '1') : null
+    if (tag === 'input') return el.value
+
+    return el.value ?? null
+  }
+
+  isEmpty (obj) {
+    if (obj == null) return true
+
+    if (Array.isArray(obj)) {
+      return obj.length === 0
+    }
+
+    if (typeof obj === 'string') {
+      return obj.trim().length === 0
+    }
+
+    if (typeof obj === 'object') {
+      return Object.keys(obj).length === 0
+    }
+
+    if (obj === false) {
+      return true
+    }
+
+    return false
+  }
+
+  contains (actual, expected) {
+    if (expected === null || expected === undefined) return false
+
+    const exp = String(expected)
+
+    if (Array.isArray(actual)) return actual.filter((v) => v !== null && v !== undefined).map(String).includes(exp)
+
+    if (typeof actual === 'string') return actual.includes(exp)
+
+    return actual !== null && actual !== undefined && String(actual) === exp
+  }
+
+  apply (passed) {
+    const controls = this.targetEl.matches('input, select, textarea, button')
+      ? [this.targetEl]
+      : Array.from(this.targetEl.querySelectorAll('input, select, textarea, button'))
+
+    if (passed) {
+      this.targetEl.style.display = ''
+      this.targetEl.labels.forEach((label) => { label.style.display = '' })
+
+      controls.forEach((c) => (c.disabled = false))
+    } else {
+      this.targetEl.style.display = 'none'
+      this.targetEl.labels.forEach((label) => { label.style.display = 'none' })
+
+      controls.forEach((c) => (c.disabled = true))
+    }
+  }
+}

app/javascript/form.js

@@ -37,6 +37,7 @@ safeRegisterElement('submission-form', class extends HTMLElement {
       withSignatureId: this.dataset.withSignatureId === 'true',
       requireSigningReason: this.dataset.requireSigningReason === 'true',
       withConfetti: this.dataset.withConfetti !== 'false',
+      withFieldLabels: this.dataset.withFieldLabels !== 'false',
       withDisclosure: this.dataset.withDisclosure === 'true',
       reuseSignature: this.dataset.reuseSignature !== 'false',
       withTypedSignature: this.dataset.withTypedSignature !== 'false',

app/javascript/submission_form/area.vue

@@ -60,6 +60,11 @@
       class="object-contain mx-auto"
       :src="stamp.url"
     >
+    <img
+      v-else-if="field.type === 'kba' && kba"
+      class="object-contain mx-auto"
+      :src="kba.url"
+    >
     <div
       v-else-if="field.type === 'signature' && signature"
       class="flex justify-between h-full gap-1 overflow-hidden w-full"
@@ -272,7 +277,7 @@
 
 <script>
 import MarkdownContent from './markdown_content'
-import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconCheck, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconId } from '@tabler/icons-vue'
+import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconCheck, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconId, IconUserScan } from '@tabler/icons-vue'
 
 export default {
   name: 'FieldArea',
@@ -391,7 +396,8 @@ export default {
         stamp: this.t('stamp'),
         payment: this.t('payment'),
         phone: this.t('phone'),
-        verification: this.t('verify_id')
+        verification: this.t('verify_id'),
+        kba: this.t('kba')
       }
     },
     strikethroughWidth () {
@@ -454,7 +460,8 @@ export default {
         multiple: IconChecks,
         phone: IconPhoneCheck,
         payment: IconCreditCard,
-        verification: IconId
+        verification: IconId,
+        kba: IconUserScan,
       }
     },
     image () {
@@ -471,6 +478,13 @@ export default {
         return null
       }
     },
+    kba () {
+      if (this.field.type === 'kba') {
+        return this.attachmentsIndex[this.modelValue]
+      } else {
+        return null
+      }
+    },
     signature () {
       if (this.field.type === 'signature') {
         return this.attachmentsIndex[this.modelValue]
@@ -560,7 +574,7 @@ export default {
       return style
     },
     isNarrow () {
-      return this.area.h > 0 && (this.area.w / this.area.h) > 6
+      return this.area.h > 0 && ((this.area.w * this.pageWidth) / (this.area.h * this.pageHeight)) > 4.5
     }
   },
   watch: {

app/javascript/submission_form/form.vue

@@ -8,7 +8,7 @@
     :scroll-el="scrollEl"
     :with-signature-id="withSignatureId"
     :attachments-index="attachmentsIndex"
-    :with-label="!isAnonymousChecboxes && showFieldNames"
+    :with-label="withFieldLabels && !isAnonymousChecboxes && showFieldNames"
     :current-step="currentStepFields"
     :scroll-padding="scrollPadding"
     @focus-step="[saveStep(), currentField.type !== 'checkbox' ? isFormVisible = true : '', goToStep($event, false, true)]"
@@ -133,6 +133,12 @@
           name="_method"
           type="hidden"
         >
+        <input
+          v-if="validate === false"
+          value="false"
+          name="validate"
+          type="hidden"
+        >
         <div class="md:mt-4">
           <div v-if="['cells', 'text'].includes(currentField.type)">
             <TextStep
@@ -351,8 +357,6 @@
                         class="base-checkbox !h-7 !w-7"
                         :required="field.required"
                         :checked="!!values[field.uuid]"
-                        @invalid="$event.target.setCustomValidity(t('please_check_the_box_to_continue'))"
-                        @change="$event.target.setCustomValidity($event.target.validity.valueMissing ? t('please_check_the_box_to_continue') : '')"
                         @click="[scrollIntoField(field), values[field.uuid] = !values[field.uuid]]"
                       >
                       <span
@@ -461,6 +465,17 @@
             @focus="scrollIntoField(currentField)"
             @submit="!isSubmitting && submitStep()"
           />
+          <KbaStep
+            v-else-if="currentField.type === 'kba'"
+            ref="currentStep"
+            :key="currentField.uuid"
+            :submitter="submitter"
+            :empty-value-required-step="emptyValueRequiredStep"
+            :field="currentField"
+            :submitter-slug="submitterSlug"
+            :values="values"
+            @submit="!isSubmitting && submitStep()"
+          />
           <VerificationStep
             v-else-if="currentField.type === 'verification'"
             ref="currentStep"
@@ -476,7 +491,7 @@
           />
         </div>
         <div
-          v-if="(currentField.type !== 'payment' && currentField.type !== 'verification') || submittedValues[currentField.uuid]"
+          v-if="(currentField.type !== 'payment' && currentField.type !== 'verification' && currentField.type !== 'kba') || submittedValues[currentField.uuid]"
           :class="currentField.type === 'signature' ? 'mt-2' : 'mt-4 md:mt-6'"
         >
           <button
@@ -533,7 +548,7 @@
       />
       <div
         v-if="stepFields.length < 80"
-        class="flex justify-center mt-3 sm:mt-4 mb-0 sm:mb-1"
+        class="flex justify-center mt-3 sm:mt-4 mb-0 sm:mb-1 select-none"
       >
         <div class="flex items-center flex-wrap steps-progress">
           <a
@@ -565,6 +580,7 @@ import MultiSelectStep from './multi_select_step'
 import PhoneStep from './phone_step'
 import PaymentStep from './payment_step'
 import VerificationStep from './verification_step'
+import KbaStep from './kba_step'
 import TextStep from './text_step'
 import NumberStep from './number_step'
 import DateStep from './date_step'
@@ -609,6 +625,7 @@ export default {
     AttachmentStep,
     InitialsStep,
     VerificationStep,
+    KbaStep,
     InviteForm,
     MultiSelectStep,
     IconInnerShadowTop,
@@ -718,6 +735,11 @@ export default {
       required: false,
       default: false
     },
+    validate: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     withDisclosure: {
       type: Boolean,
       required: false,
@@ -728,6 +750,11 @@ export default {
       required: false,
       default: true
     },
+    withFieldLabels: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     withConfetti: {
       type: Boolean,
       required: false,
@@ -990,7 +1017,7 @@ export default {
       const verificationFields = []
 
       const sortedFields = this.fields.reduce((acc, f) => {
-        if (f.type === 'verification') {
+        if (f.type === 'verification' || f.type === 'kba') {
           verificationFields.push(f)
         } else if (!f.readonly) {
           acc.push(f)
@@ -1387,7 +1414,7 @@ export default {
 
       const submitStep = this.currentStep
 
-      const stepPromise = ['signature', 'phone', 'initials', 'payment', 'verification'].includes(this.currentField.type)
+      const stepPromise = ['signature', 'phone', 'initials', 'payment', 'verification', 'kba'].includes(this.currentField.type)
         ? this.$refs.currentStep.submit
         : () => Promise.resolve({})
 

app/javascript/submission_form/i18n.js

@@ -1,4 +1,5 @@
 const en = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Please upload an image file',
   must_be_characters_length: 'Must be {number} characters length',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Complete all required fields to proceed with identity verification.',
@@ -13,7 +14,7 @@ const en = {
   esignature_disclosure: 'eSignature Disclosure',
   signature: 'Signature',
   initials: 'Initials',
-  drawn_signature_on_a_touchscreen_device: 'Drawn signature on a touchscreen device',
+  sign_on_the_touchscreen: 'Sign on the touchscreen',
   approved: 'Approved',
   reviewed: 'Reviewed',
   other: 'Other',
@@ -100,6 +101,7 @@ const en = {
 }
 
 const es = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Por favor, sube un archivo de imagen',
   must_be_characters_length: 'Debe tener {number} caracteres de longitud',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Complete todos los campos requeridos para continuar con la verificación de identidad.',
@@ -120,7 +122,7 @@ const es = {
   select_a_reason: 'Selecciona una razón',
   value_is_invalid: 'El valor no es válido',
   verification_code_is_invalid: 'El código de verificación no es válido',
-  drawn_signature_on_a_touchscreen_device: 'Firma dibujada en un dispositivo con pantalla táctil',
+  sign_on_the_touchscreen: 'Firmar en pantalla táctil',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'Escanea el código QR con la aplicación de la cámara para abrir el formulario en el móvil y dibujar tu firma',
   by_clicking_you_agree_to_the: 'Al hacer clic en "{button}", usted acepta el',
   electronic_signature_disclosure: 'Divulgación de Firma Electrónica',
@@ -201,6 +203,7 @@ const es = {
 }
 
 const it = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Per favore carica un file immagine',
   must_be_characters_length: 'Deve essere lungo {number} caratteri',
   complete_all_required_fields_to_proceed_with_identity_verification: "Compila tutti i campi obbligatori per procedere con la verifica dell'identità.",
@@ -221,7 +224,7 @@ const it = {
   select_a_reason: 'Seleziona una ragione',
   value_is_invalid: 'Il valore non è valido',
   verification_code_is_invalid: 'Il codice di verifica non è valido',
-  drawn_signature_on_a_touchscreen_device: 'Firma disegnata su un dispositivo con schermo tattile',
+  sign_on_the_touchscreen: 'Firma su schermo tattile',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: "Scansiona il codice QR con l'app della fotocamera per aprire il modulo sul cellulare e disegnare la tua firma",
   by_clicking_you_agree_to_the: 'Cliccando su "{button}", accetti il',
   electronic_signature_disclosure: 'Divulgazione della Firma Elettronica',
@@ -302,6 +305,7 @@ const it = {
 }
 
 const de = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Bitte laden Sie eine Bilddatei hoch',
   must_be_characters_length: 'Muss {number} Zeichen lang sein',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Füllen Sie alle Pflichtfelder aus, um mit der Identitätsprüfung fortzufahren.',
@@ -316,7 +320,7 @@ const de = {
   esignature_disclosure: 'Hinweis zur eSignatur',
   signature: 'Unterschrift',
   initials: 'Initialen',
-  drawn_signature_on_a_touchscreen_device: 'Auf einem Touchscreen-Gerät gezeichnete Unterschrift',
+  sign_on_the_touchscreen: 'Auf Touchscreen signieren',
   approved: 'Genehmigt',
   reviewed: 'Geprüft',
   other: 'Sonstiges',
@@ -403,6 +407,7 @@ const de = {
 }
 
 const fr = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Veuillez téléverser un fichier image',
   must_be_characters_length: 'Doit comporter {number} caractères',
   complete_all_required_fields_to_proceed_with_identity_verification: "Veuillez remplir tous les champs obligatoires pour poursuivre la vérification d'identité.",
@@ -417,7 +422,7 @@ const fr = {
   esignature_disclosure: 'Déclaration eSignature',
   signature: 'Signature',
   initials: 'Initiales',
-  drawn_signature_on_a_touchscreen_device: 'Signature dessinée sur un appareil à écran tactile',
+  sign_on_the_touchscreen: 'Signer sur écran tactile',
   approved: 'Approuvé',
   reviewed: 'Révisé',
   other: 'Autre',
@@ -504,6 +509,7 @@ const fr = {
 }
 
 const pl = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Proszę przesłać plik obrazu',
   must_be_characters_length: 'Musi mieć długość {number} znaków',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Uzupełnij wszystkie wymagane pola, aby kontynuować weryfikację tożsamości.',
@@ -524,7 +530,7 @@ const pl = {
   select_a_reason: 'Wybierz powód',
   value_is_invalid: 'Wartość jest nieprawidłowa',
   verification_code_is_invalid: 'Kod weryfikacyjny jest nieprawidłowy',
-  drawn_signature_on_a_touchscreen_device: 'Podpis odręczny na urządzeniu z ekranem dotykowym',
+  sign_on_the_touchscreen: 'Podpisz na ekranie dotykowym',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'Zeskanuj kod QR za pomocą aplikacji aparatu, aby otworzyć formularz na telefonie i narysować swój podpis',
   by_clicking_you_agree_to_the: 'Klikając na "{button}", zgadzasz się na',
   electronic_signature_disclosure: 'Ujawnienie Elektronicznej Sygnatury',
@@ -605,6 +611,7 @@ const pl = {
 }
 
 const uk = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Будь ласка, завантажте файл зображення',
   must_be_characters_length: 'Має містити {number} символів',
   complete_all_required_fields_to_proceed_with_identity_verification: "Заповніть всі обов'язкові поля, щоб продовжити перевірку особи.",
@@ -625,7 +632,7 @@ const uk = {
   select_a_reason: 'Виберіть причину',
   value_is_invalid: 'Значення є неправильним',
   verification_code_is_invalid: 'Код підтвердження є неправильним',
-  drawn_signature_on_a_touchscreen_device: 'Підпис на сенсорному пристрої',
+  sign_on_the_touchscreen: 'Підписати на сенсорному екрані',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'Скануйте QR-код за допомогою програми камери, щоб відкрити форму на мобільному пристрої та намалювати свій підпис',
   by_clicking_you_agree_to_the: 'Натиснувши на "{button}", ви погоджуєтеся з',
   electronic_signature_disclosure: 'Розголошення Електронного Підпису',
@@ -706,6 +713,7 @@ const uk = {
 }
 
 const cs = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Nahrajte prosím obrázkový soubor',
   must_be_characters_length: 'Musí mít délku {number} znaků',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Vyplňte všechna povinná pole, abyste mohli pokračovat v ověření identity.',
@@ -726,7 +734,7 @@ const cs = {
   select_a_reason: 'Vyberte důvod',
   value_is_invalid: 'Hodnota je neplatná',
   verification_code_is_invalid: 'Ověřovací kód je neplatný',
-  drawn_signature_on_a_touchscreen_device: 'Namalovaný podpis na dotykovém zařízení',
+  sign_on_the_touchscreen: 'Podepsat na dotykové obrazovce',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'Naskenujte QR kód pomocí aplikace fotoaparátu, abyste otevřeli formulář na mobilním zařízení a nakreslili svůj podpis',
   by_clicking_you_agree_to_the: 'Kliknutím na "{button}" souhlasíte s',
   electronic_signature_disclosure: 'Zveřejněním Elektronického Podpisu',
@@ -807,6 +815,7 @@ const cs = {
 }
 
 const pt = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Por favor, envie um arquivo de imagem',
   must_be_characters_length: 'Deve ter {number} caracteres',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Preencha todos os campos obrigatórios para prosseguir com a verificação de identidade.',
@@ -827,7 +836,7 @@ const pt = {
   select_a_reason: 'Selecione um motivo',
   value_is_invalid: 'Valor é inválido',
   verification_code_is_invalid: 'Código de verificação é inválido',
-  drawn_signature_on_a_touchscreen_device: 'Assinatura desenhada em um dispositivo com tela sensível ao toque',
+  sign_on_the_touchscreen: 'Assinar na tela sensível',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'Escaneie o código QR com o aplicativo da câmera para abrir o formulário no celular e desenhar sua assinatura',
   by_clicking_you_agree_to_the: 'Ao clicar em "{button}", você concorda com o',
   electronic_signature_disclosure: 'Divulgação de Assinatura Eletrônica',
@@ -908,6 +917,7 @@ const pt = {
 }
 
 const he = {
+  kba: 'KBA',
   please_upload_an_image_file: 'אנא העלה קובץ תמונה',
   must_be_characters_length: 'חייב להיות באורך של {number} תווים',
   complete_all_required_fields_to_proceed_with_identity_verification: 'מלא את כל השדות הנדרשים כדי להמשיך עם אימות זהות.',
@@ -928,7 +938,7 @@ const he = {
   select_a_reason: 'בחר סיבה',
   value_is_invalid: 'ערך לא תקין',
   verification_code_is_invalid: 'קוד האימות אינו תקין',
-  drawn_signature_on_a_touchscreen_device: 'חתימה שנוצרה במכשיר עם מסך מגע',
+  sign_on_the_touchscreen: 'חתום על מסך המגע',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'סרוק את קוד ה-QR באמצעות אפליקציית המצלמה כדי לפתוח את הטופס במובייל ולצייר את החתימה שלך',
   by_clicking_you_agree_to_the: 'על ידי לחיצה על "{button}", אתה מסכים ל',
   electronic_signature_disclosure: 'חשיפת חתימה אלקטרונית',
@@ -1009,6 +1019,7 @@ const he = {
 }
 
 const nl = {
+  kba: 'KBA',
   please_upload_an_image_file: 'Upload alstublieft een afbeeldingsbestand',
   must_be_characters_length: 'Moet {number} tekens lang zijn',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Vul alle verplichte velden in om door te gaan met de identiteitsverificatie.',
@@ -1029,7 +1040,7 @@ const nl = {
   select_a_reason: 'Selecteer een reden',
   value_is_invalid: 'Waarde is ongeldig',
   verification_code_is_invalid: 'Verificatiecode is ongeldig',
-  drawn_signature_on_a_touchscreen_device: 'Getekende handtekening op een apparaat met een touchscreen',
+  sign_on_the_touchscreen: 'Onderteken op touchscreen',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: 'Scan de QR-code met de camera-app om het formulier op mobiel te openen en uw handtekening te tekenen',
   by_clicking_you_agree_to_the: 'Door op "{button}" te klikken, gaat u akkoord met de',
   electronic_signature_disclosure: 'Openbaarmaking van Elektronische Handtekening',
@@ -1110,6 +1121,7 @@ const nl = {
 }
 
 const ar = {
+  kba: 'KBA',
   please_upload_an_image_file: 'يرجى تحميل ملف صورة',
   must_be_characters_length: 'يجب أن يكون الطول {number} حرفًا',
   complete_all_required_fields_to_proceed_with_identity_verification: 'أكمل جميع الحقول المطلوبة للمتابعة في التحقق من الهوية.',
@@ -1131,7 +1143,7 @@ const ar = {
   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',
+  sign_on_the_touchscreen: 'وقع على شاشة اللمس',
   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',
   electronic_signature_disclosure: 'كشف التوقيع الإلكتروني',
@@ -1211,6 +1223,7 @@ const ar = {
 }
 
 const ko = {
+  kba: 'KBA',
   please_upload_an_image_file: '이미지 파일을 업로드해 주세요',
   must_be_characters_length: '{number}자여야 합니다',
   complete_all_required_fields_to_proceed_with_identity_verification: '신원 확인을 진행하려면 모든 필수 필드를 작성하십시오.',
@@ -1229,7 +1242,7 @@ const ko = {
   reviewed_by: '검토자',
   authored_by: '작성자',
   select_a_reason: '이유 선택',
-  drawn_signature_on_a_touchscreen_device: '터치스크린 장치에서 그린 서명',
+  sign_on_the_touchscreen: '터치스크린에서 서명',
   scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature: '카메라 앱으로 QR 코드를 스캔하여 모바일에서 양식을 열고 서명을 그리세요',
   by_clicking_you_agree_to_the: '"{button}"를 클릭함으로써, 다음에 동의하게 됩니다',
   electronic_signature_disclosure: '전자 서명 공개',
@@ -1312,6 +1325,7 @@ const ko = {
 }
 
 const ja = {
+  kba: 'KBA',
   please_upload_an_image_file: '画像ファイルをアップロードしてください',
   must_be_characters_length: '{number}文字でなければなりません',
   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。',
@@ -1326,7 +1340,7 @@ const ja = {
   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',
+  sign_on_the_touchscreen: 'タッチスクリーンで署名',
   approved: '承認済み',
   reviewed: '確認済み',
   other: 'その他',

app/javascript/submission_form/initials_step.vue

@@ -19,7 +19,7 @@
       <div class="space-x-2 flex flex-none">
         <span
           v-if="isDrawInitials"
-          class="tooltip"
+          class="md:tooltip"
           :data-tip="t('type_initial')"
         >
           <a
@@ -36,7 +36,7 @@
         </span>
         <span
           v-else
-          class="tooltip ml-2"
+          class="md:tooltip ml-2"
           :data-tip="t('draw_initials')"
         >
           <a
@@ -52,7 +52,7 @@
           </a>
         </span>
         <span
-          class="tooltip"
+          class="md:tooltip"
           :data-tip="t('click_to_upload')"
         >
           <label class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap upload-image-button">

app/javascript/submission_form/kba_step.vue

@@ -0,0 +1,512 @@
+<template>
+  <label
+    v-if="!error"
+    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
+  >
+    <MarkdownContent
+      v-if="field.title"
+      :string="field.title"
+    />
+    <template v-else>{{ field.name || 'Knowledge Based Authentication' }}</template>
+    <span
+      v-if="questions"
+      class="float-right text-base font-normal text-neutral-500 mt-1 whitespace-nowrap"
+    >
+      Question {{ currentQuestionIndex + 1 }} / {{ questions.length }}
+    </span>
+  </label>
+  <div
+    v-if="field.description"
+    dir="auto"
+    class="mb-4 px-1 field-description-text"
+  >
+    <MarkdownContent :string="field.description" />
+  </div>
+  <div
+    v-if="isRequiredFieldEmpty"
+    class="px-1 field-description-text"
+  >
+    {{ t('complete_all_required_fields_to_proceed_with_identity_verification') }}
+  </div>
+  <div
+    v-if="error"
+    class="mb-4 text-center"
+  >
+    <div class="text-xl mb-4">
+      {{ error }}
+    </div>
+    <button
+      class="base-button w-full flex justify-center submit-form-button"
+      @click="restartKba"
+    >
+      {{ questions ? 'Restart KBA' : 'Retry' }}
+    </button>
+  </div>
+  <div
+    v-if="isLoading"
+    class="w-full flex space-x-2 justify-center mb-2"
+  >
+    <IconInnerShadowTop
+      width="40"
+      class="animate-spin h-10"
+    />
+  </div>
+  <div v-else-if="questions && !error">
+    <form @submit.prevent="nextQuestion">
+      <div class="mb-6 px-1">
+        <p class="font-semibold mb-4 text-lg">{{ currentQuestion.prompt }}</p>
+        <div class="space-y-3.5 mx-auto">
+          <div
+            v-for="(answer, index) in currentQuestion.answers"
+            :key="`${currentQuestion.id}_${index}`"
+          >
+            <label
+              :for="`${currentQuestion.id}_${index}`"
+              class="flex items-center space-x-3 radio-label"
+            >
+              <input
+                :id="`${currentQuestion.id}_${index}`"
+                v-model="answers[currentQuestion.id]"
+                type="radio"
+                :name="currentQuestion.id"
+                :value="answer.text"
+                class="base-radio !h-7 !w-7"
+                required
+              >
+              <span class="text-xl">{{ answer.text }}</span>
+            </label>
+          </div>
+        </div>
+      </div>
+      <div class="mt-6">
+        <button
+          type="submit"
+          class="base-button w-full flex justify-center submit-form-button"
+          :disabled="isSubmitting || !answers[currentQuestion.id]"
+        >
+          <span class="flex">
+            <IconInnerShadowTop
+              v-if="isSubmitting"
+              class="mr-1 animate-spin"
+            />
+            <span>
+              {{ isLastQuestion ? (isSubmitting ? t('submitting_') : t('complete')) : t('next') }}
+            </span><span
+              v-if="isSubmitting"
+              class="w-6 flex justify-start mr-1"
+            ><span>...</span></span>
+          </span>
+        </button>
+      </div>
+    </form>
+  </div>
+  <div v-else-if="!error && !isRequiredFieldEmpty">
+    <form @submit.prevent="startKba">
+      <div class="grid grid-cols-6 gap-x-2 md:gap-x-4 md:gap-y-2 mb-4">
+        <div class="col-span-3">
+          <label
+            for="kba_fn"
+            class="label text-sm md:text-base"
+          >First Name</label>
+          <input
+            id="kba_fn"
+            v-model="form.fn"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-3">
+          <label
+            for="kba_ln"
+            class="label text-sm md:text-base"
+          >Last Name</label>
+          <input
+            id="kba_ln"
+            v-model="form.ln"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-6">
+          <label
+            for="kba_addr"
+            class="label text-sm md:text-base"
+          >Address</label>
+          <input
+            id="kba_addr"
+            v-model="form.addr"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-2">
+          <label
+            for="kba_city"
+            class="label text-sm md:text-base"
+          >City</label>
+          <input
+            id="kba_city"
+            v-model="form.city"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-2">
+          <label
+            for="kba_state"
+            class="label text-sm md:text-base"
+          >State</label>
+          <select
+            id="kba_state"
+            v-model="form.state"
+            class="select select-bordered !h-10 min-h-[2.5rem] w-full bg-white font-normal !text-base"
+            required
+          >
+            <option
+              value=""
+              disabled
+            >
+              Select State
+            </option>
+            <option
+              v-for="state in states"
+              :key="state.code"
+              :value="state.code"
+            >
+              {{ state.name }}
+            </option>
+          </select>
+        </div>
+        <div class="col-span-2">
+          <label
+            for="kba_zip"
+            class="label text-sm md:text-base"
+          >Zip</label>
+          <input
+            id="kba_zip"
+            v-model="form.zip"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-3">
+          <label
+            for="kba_phone"
+            class="label text-sm md:text-base"
+          >Phone</label>
+          <input
+            id="kba_phone"
+            v-model="form.phone"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-3">
+          <label
+            for="kba_email"
+            class="label text-sm md:text-base"
+          >Email</label>
+          <input
+            id="kba_email"
+            v-model="form.email"
+            type="email"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-3">
+          <label
+            for="kba_dob"
+            class="label text-sm md:text-base"
+          >DOB</label>
+          <input
+            id="kba_dob"
+            v-model="form.dob"
+            type="date"
+            class="input input-bordered !h-10 md:w-full bg-white"
+            required
+          >
+        </div>
+        <div class="col-span-3">
+          <label
+            for="kba_ssn"
+            class="label text-sm md:text-base"
+          >SSN</label>
+          <input
+            id="kba_ssn"
+            v-model="form.ssn"
+            type="text"
+            class="input input-bordered !h-10 w-full bg-white"
+            required
+          >
+        </div>
+      </div>
+      <div class="mt-6">
+        <button
+          type="submit"
+          class="base-button w-full flex justify-center submit-form-button"
+          :disabled="isLoading"
+        >
+          <span class="flex">
+            <IconInnerShadowTop
+              v-if="isLoading"
+              class="mr-1 animate-spin"
+            />
+            <span>
+              {{ isLoading ? 'Loading...' : 'Start Verification' }}
+            </span><span
+              v-if="isLoading"
+              class="w-6 flex justify-start mr-1"
+            ><span>...</span></span>
+          </span>
+        </button>
+      </div>
+    </form>
+  </div>
+</template>
+
+<script>
+import MarkdownContent from './markdown_content'
+import { IconInnerShadowTop } from '@tabler/icons-vue'
+
+export default {
+  name: 'KbaStep',
+  components: {
+    MarkdownContent,
+    IconInnerShadowTop
+  },
+  inject: ['baseUrl', 't'],
+  props: {
+    field: {
+      type: Object,
+      required: true
+    },
+    submitter: {
+      type: Object,
+      required: true
+    },
+    submitterSlug: {
+      type: String,
+      required: true
+    },
+    emptyValueRequiredStep: {
+      type: Object,
+      required: false,
+      default: null
+    },
+    values: {
+      type: Object,
+      required: true
+    }
+  },
+  emits: ['submit'],
+  data () {
+    return {
+      isLoading: false,
+      isSubmitting: false,
+      questions: null,
+      currentQuestionIndex: 0,
+      token: null,
+      reference: null,
+      answers: {},
+      error: null,
+      form: {
+        fn: '',
+        ln: '',
+        addr: '',
+        city: '',
+        state: '',
+        zip: '',
+        dob: '',
+        ssn: '',
+        phone: '',
+        email: ''
+      }
+    }
+  },
+  computed: {
+    currentQuestion () {
+      return this.questions ? this.questions[this.currentQuestionIndex] : null
+    },
+    isRequiredFieldEmpty () {
+      return this.emptyValueRequiredStep && this.emptyValueRequiredStep[0] !== this.field
+    },
+    states () {
+      return [
+        { code: 'AL', name: 'Alabama' },
+        { code: 'AK', name: 'Alaska' },
+        { code: 'AZ', name: 'Arizona' },
+        { code: 'AR', name: 'Arkansas' },
+        { code: 'CA', name: 'California' },
+        { code: 'CO', name: 'Colorado' },
+        { code: 'CT', name: 'Connecticut' },
+        { code: 'DE', name: 'Delaware' },
+        { code: 'DC', name: 'District of Columbia' },
+        { code: 'FL', name: 'Florida' },
+        { code: 'GA', name: 'Georgia' },
+        { code: 'HI', name: 'Hawaii' },
+        { code: 'ID', name: 'Idaho' },
+        { code: 'IL', name: 'Illinois' },
+        { code: 'IN', name: 'Indiana' },
+        { code: 'IA', name: 'Iowa' },
+        { code: 'KS', name: 'Kansas' },
+        { code: 'KY', name: 'Kentucky' },
+        { code: 'LA', name: 'Louisiana' },
+        { code: 'ME', name: 'Maine' },
+        { code: 'MD', name: 'Maryland' },
+        { code: 'MA', name: 'Massachusetts' },
+        { code: 'MI', name: 'Michigan' },
+        { code: 'MN', name: 'Minnesota' },
+        { code: 'MS', name: 'Mississippi' },
+        { code: 'MO', name: 'Missouri' },
+        { code: 'MT', name: 'Montana' },
+        { code: 'NE', name: 'Nebraska' },
+        { code: 'NV', name: 'Nevada' },
+        { code: 'NH', name: 'New Hampshire' },
+        { code: 'NJ', name: 'New Jersey' },
+        { code: 'NM', name: 'New Mexico' },
+        { code: 'NY', name: 'New York' },
+        { code: 'NC', name: 'North Carolina' },
+        { code: 'ND', name: 'North Dakota' },
+        { code: 'OH', name: 'Ohio' },
+        { code: 'OK', name: 'Oklahoma' },
+        { code: 'OR', name: 'Oregon' },
+        { code: 'PA', name: 'Pennsylvania' },
+        { code: 'RI', name: 'Rhode Island' },
+        { code: 'SC', name: 'South Carolina' },
+        { code: 'SD', name: 'South Dakota' },
+        { code: 'TN', name: 'Tennessee' },
+        { code: 'TX', name: 'Texas' },
+        { code: 'UT', name: 'Utah' },
+        { code: 'VT', name: 'Vermont' },
+        { code: 'VA', name: 'Virginia' },
+        { code: 'WA', name: 'Washington' },
+        { code: 'WV', name: 'West Virginia' },
+        { code: 'WI', name: 'Wisconsin' },
+        { code: 'WY', name: 'Wyoming' }
+      ]
+    },
+    isLastQuestion () {
+      return this.questions && this.currentQuestionIndex === this.questions.length - 1
+    }
+  },
+  methods: {
+    nextQuestion () {
+      if (this.isLastQuestion) {
+        this.$emit('submit')
+      } else {
+        this.currentQuestionIndex++
+      }
+    },
+    restartKba () {
+      this.questions = null
+      this.token = null
+      this.reference = null
+      this.answers = {}
+      this.currentQuestionIndex = 0
+      this.error = null
+    },
+    async startKba () {
+      this.isLoading = true
+      this.error = null
+
+      try {
+        const payload = { ...this.form, submitter_slug: this.submitterSlug }
+
+        if (payload.dob) {
+          payload.dob = payload.dob.replace(/-/g, '')
+        }
+
+        if (payload.ssn) {
+          payload.ssn = payload.ssn.replace(/\D/g, '')
+        }
+
+        if (payload.phone) {
+          payload.phone = payload.phone.replace(/^\+1/, '')
+        }
+
+        const resp = await fetch(this.baseUrl + '/api/kba', {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify(payload)
+        })
+
+        if (!resp.ok) throw new Error('Failed to start KBA')
+
+        const data = await resp.json()
+
+        if (data.result && data.result.action === 'FAIL') {
+          if (data.result.detail === 'NO MATCH') {
+            throw new Error('Unfortunately, we were unable to start Knowledge Based Authentication with the details provided. Please review and confirm that all your personal details are correct.')
+          }
+
+          throw new Error(data.result.detail || 'KBA Start Failed')
+        }
+
+        if (data.output && data.output.questions && data.output.questions.questions) {
+          this.questions = data.output.questions.questions
+          this.token = data.continuations.questions.template.token
+          this.reference = data.meta.reference
+
+          this.questions.forEach(q => {
+            this.answers[q.id] = null
+          })
+        } else {
+          throw new Error('Invalid KBA response')
+        }
+      } catch (e) {
+        this.error = e.message
+      } finally {
+        this.isLoading = false
+      }
+    },
+    async submit () {
+      this.isSubmitting = true
+      this.error = null
+
+      const formattedAnswers = Object.keys(this.answers).reduce((acc, key) => {
+        acc[key] = [this.answers[key]]
+
+        return acc
+      }, {})
+
+      try {
+        const resp = await fetch(this.baseUrl + `/api/kba/${this.field.uuid}`, {
+          method: 'PUT',
+          body: JSON.stringify({
+            token: this.token,
+            answers: formattedAnswers,
+            reference: this.reference,
+            submitter_slug: this.submitterSlug
+          }),
+          headers: { 'Content-Type': 'application/json' }
+        })
+
+        const data = await resp.json()
+
+        if (data.result?.action !== 'PASS') {
+          this.error = 'Knowledge Based Authentication Failed - make sure you provide correct answers for the Knowledge Based authentication.'
+
+          throw new Error('Knowledge Based Authentication Failed')
+        }
+
+        if (!resp.ok) {
+          this.error = 'Failed to submit answers'
+
+          throw new Error('Failed to submit answers')
+        }
+
+        return resp
+      } finally {
+        this.isSubmitting = false
+      }
+    }
+  }
+}
+</script>

app/javascript/submission_form/phone_step.vue

@@ -100,7 +100,7 @@
         <input
           :id="field.uuid"
           ref="phone"
-          :value="phoneValue"
+          :value="defaultValue && detectedPhoneValueDialCode ? phoneValue.split('+' + detectedPhoneValueDialCode).slice(-1).join('') : phoneValue"
           :readonly="!!defaultValue"
           class="base-input !text-2xl !rounded-l-none !border-l-0 !outline-none w-full"
           autocomplete="tel"

app/javascript/submission_form/signature_step.vue

@@ -22,7 +22,7 @@
       <div class="space-x-2 flex flex-none">
         <span
           v-if="isTextSignature && format !== 'typed_or_upload' && format !== 'typed' && format !== 'upload'"
-          class="tooltip"
+          class="md:tooltip"
           :data-tip="t('draw_signature')"
         >
           <a
@@ -39,7 +39,7 @@
         </span>
         <span
           v-else-if="withTypedSignature && format !== 'drawn_or_upload' && format !== 'typed_or_upload' && format !== 'typed' && format !== 'drawn' && format !== 'upload'"
-          class="tooltip ml-2"
+          class="md:tooltip ml-2"
           :class="{ 'hidden sm:inline': modelValue || computedPreviousValue }"
           :data-tip="t('type_text')"
         >
@@ -57,7 +57,7 @@
         </span>
         <span
           v-if="format !== 'typed' && format !== 'drawn' && format !== 'upload' && format !== 'drawn_or_typed'"
-          class="tooltip"
+          class="md:tooltip"
           :class="{ 'hidden sm:inline': modelValue || computedPreviousValue }"
           :data-tip="t('take_photo')"
         >
@@ -86,8 +86,8 @@
         </a>
         <span
           v-if="withQrButton && !modelValue && !computedPreviousValue && format !== 'typed_or_upload' && format !== 'typed' && format !== 'upload'"
-          class="tooltip before:translate-x-[-90%]"
-          :data-tip="t('drawn_signature_on_a_touchscreen_device')"
+          class="md:tooltip before:translate-x-[-90%]"
+          :data-tip="t('sign_on_the_touchscreen')"
         >
           <a
             href="#"
@@ -142,7 +142,7 @@
     />
     <div
       v-else
-      class="relative"
+      class="relative select-none"
     >
       <div
         v-if="!modelValue && !computedPreviousValue && !isShowQr && !isTextSignature && isSignatureStarted"
@@ -176,7 +176,7 @@
         class="top-0 bottom-0 right-0 left-0 absolute bg-base-content/10 rounded-2xl"
       >
         <div
-          class="absolute top-1.5 right-1.5 tooltip"
+          class="absolute top-1.5 right-1.5 md:tooltip"
         >
           <a
             href="#"
@@ -211,7 +211,7 @@
       @input="updateWrittenSignature"
     >
     <select
-      v-if="requireSigningReason && !isOtherReason"
+      v-if="withSigningReason && !isOtherReason"
       class="select base-input !text-2xl w-full mt-6 text-center"
       :class="{ 'text-gray-300': !reason }"
       required
@@ -226,24 +226,37 @@
       >
         {{ t('select_a_reason') }}
       </option>
-      <option
-        v-for="(label, option) in defaultReasons"
-        :key="option"
-        :value="option"
-        :selected="reason === option"
-        class="text-base-content"
-      >
-        {{ label }}
-      </option>
-      <option
-        value="other"
-        class="text-base-content"
-      >
-        {{ t('other') }}
-      </option>
+      <template v-if="field.preferences?.reasons">
+        <option
+          v-for="option in field.preferences.reasons"
+          :key="option"
+          :value="option"
+          :selected="reason === option"
+          class="text-base-content"
+        >
+          {{ option }}
+        </option>
+      </template>
+      <template v-else>
+        <option
+          v-for="(label, option) in defaultReasons"
+          :key="option"
+          :value="option"
+          :selected="reason === option"
+          class="text-base-content"
+        >
+          {{ label }}
+        </option>
+        <option
+          value="other"
+          class="text-base-content"
+        >
+          {{ t('other') }}
+        </option>
+      </template>
     </select>
     <input
-      v-if="requireSigningReason && isOtherReason"
+      v-if="withSigningReason && isOtherReason"
       class="base-input !text-2xl w-full mt-6"
       required
       :name="`values[${field.preferences.reason_field_uuid}]`"
@@ -253,7 +266,7 @@
       @input="$emit('update:reason', $event.target.value)"
     >
     <input
-      v-if="requireSigningReason"
+      v-if="withSigningReason"
       hidden
       name="with_reason"
       :value="field.preferences.reason_field_uuid"
@@ -268,7 +281,7 @@
     <div
       v-else-if="withDisclosure"
       dir="auto"
-      class="text-base-content/60 text-xs text-center w-full mt-1"
+      class="text-base-content/60 text-xs text-center w-full mt-1 select-none"
     >
       {{ t('by_clicking_you_agree_to_the').replace('{button}', buttonText.charAt(0).toUpperCase() + buttonText.slice(1)) }} <a
         href="https://www.docuseal.com/esign-disclosure"
@@ -406,6 +419,9 @@ export default {
     format () {
       return this.field.preferences?.format
     },
+    withSigningReason () {
+      return this.requireSigningReason || this.field.preferences?.reasons?.length
+    },
     defaultReasons () {
       return {
         [this.t('approved_by')]: this.t('approved'),
@@ -424,10 +440,11 @@ export default {
   created () {
     this.isSignatureStarted = !!this.computedPreviousValue
 
-    if (this.requireSigningReason) {
+    if (this.withSigningReason) {
       this.field.preferences ||= {}
       this.field.preferences.reason_field_uuid ||= v4()
-      this.isOtherReason = this.reason && !this.defaultReasons[this.reason]
+      this.isOtherReason = this.reason && !this.defaultReasons[this.reason] &&
+        (!this.field.preferences?.reasons?.length || !this.field.preferences.reasons.includes(this.reason))
     }
   },
   async mounted () {

app/javascript/template_builder/builder.vue

@@ -583,6 +583,7 @@ export default {
       backgroundColor: this.backgroundColor,
       withPhone: this.withPhone,
       withVerification: this.withVerification,
+      withKba: this.withKba,
       withPayment: this.withPayment,
       isPaymentConnected: this.isPaymentConnected,
       withFormula: this.withFormula,
@@ -794,6 +795,11 @@ export default {
       required: false,
       default: null
     },
+    withKba: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     withPayment: {
       type: Boolean,
       required: false,
@@ -1482,7 +1488,7 @@ export default {
       } else if (type === 'image') {
         area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
         area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
-      } else if (type === 'signature' || type === 'stamp' || type === 'verification') {
+      } else if (type === 'signature' || type === 'stamp' || type === 'verification' || type === 'kba') {
         area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
         area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight) / 2
       } else if (type === 'initials') {
@@ -1717,7 +1723,7 @@ export default {
             w: area.maskW / 5 / area.maskW,
             h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH)
           }
-        } else if (fieldType === 'signature' || fieldType === 'stamp' || fieldType === 'verification') {
+        } else if (fieldType === 'signature' || fieldType === 'stamp' || fieldType === 'verification' || fieldType === 'kba') {
           baseArea = {
             w: area.maskW / 5 / area.maskW,
             h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH) / 2

app/javascript/template_builder/field.vue

@@ -154,15 +154,22 @@
         v-if="field.options && withOptions && (isExpandOptions || field.options.length < 5)"
         ref="options"
         class="border-t border-base-300 mx-2 pt-2 space-y-1.5"
-        draggable="true"
-        @dragstart.prevent.stop
+        @dragover="onOptionDragover"
+        @drop="reorderOptions"
       >
         <div
           v-for="(option, index) in field.options"
           :key="option.uuid"
           class="flex space-x-1.5 items-center"
+          :data-option-uuid="option.uuid"
         >
-          <span class="text-sm w-3.5">
+          <span
+            class="text-sm w-3.5 cursor-grab select-none"
+            :draggable="editable && !defaultField"
+            @dragstart.stop="onOptionDragstart($event, option)"
+            @dragend.stop="optionDragRef = null"
+            @dragover.prevent.stop="onOptionDragover"
+          >
             {{ index + 1 }}.
           </span>
           <div
@@ -176,6 +183,7 @@
               dir="auto"
               required
               :placeholder="`${t('option')} ${index + 1}`"
+              @keydown.enter="option.value ? addOptionAt(index + 1) : null"
               @blur="save"
             >
             <button
@@ -198,6 +206,7 @@
             :readonly="!editable || defaultField"
             required
             dir="auto"
+            @keydown.enter="option.value ? addOptionAt(index + 1) : null"
             @focus="maybeFocusOnOptionArea(option)"
             @blur="save"
           >
@@ -217,7 +226,7 @@
         <button
           v-else-if="field.options && editable && !defaultField"
           class="field-add-option text-center text-sm w-full pb-1"
-          @click="addOption"
+          @click="addOptionAt(field.options.length)"
         >
           + {{ t('add_option') }}
         </button>
@@ -363,7 +372,8 @@ export default {
       isShowFontModal: false,
       isShowConditionsModal: false,
       isShowDescriptionModal: false,
-      renderDropdown: false
+      renderDropdown: false,
+      optionDragRef: null
     }
   },
   computed: {
@@ -450,15 +460,17 @@ export default {
     closeDropdown () {
       this.$el.getRootNode().activeElement.blur()
     },
-    addOption () {
+    addOptionAt (index) {
       this.isExpandOptions = true
 
-      this.field.options.push({ value: '', uuid: v4() })
+      const insertAt = index ?? this.field.options.length
+
+      this.field.options.splice(insertAt, 0, { value: '', uuid: v4() })
 
       this.$nextTick(() => {
         const inputs = this.$refs.options.querySelectorAll('input')
 
-        inputs[inputs.length - 1]?.focus()
+        inputs[insertAt]?.focus()
       })
 
       this.save()
@@ -515,6 +527,70 @@ export default {
       this.isNameFocus = false
 
       this.save()
+    },
+    onOptionDragstart (event, option) {
+      this.optionDragRef = option
+
+      const root = this.$el.getRootNode()
+      const hiddenEl = document.createElement('div')
+
+      hiddenEl.style.width = '1px'
+      hiddenEl.style.height = '1px'
+      hiddenEl.style.opacity = '0'
+      hiddenEl.style.position = 'fixed'
+
+      root.querySelector('#docuseal_modal_container')?.appendChild(hiddenEl)
+      event.dataTransfer?.setDragImage(hiddenEl, 0, 0)
+
+      setTimeout(() => { hiddenEl.remove() }, 1000)
+
+      event.dataTransfer.effectAllowed = 'move'
+    },
+    onOptionDragover (e) {
+      if (!this.optionDragRef) return
+
+      e.preventDefault()
+      e.stopPropagation()
+
+      const targetRow = e.target.closest('[data-option-uuid]')
+
+      if (!targetRow) return
+
+      const dragRow = this.$refs.options?.querySelector(`[data-option-uuid="${this.optionDragRef.uuid}"]`)
+
+      if (!dragRow) return
+      if (targetRow === dragRow) return
+
+      const rows = Array.from(this.$refs.options.querySelectorAll('[data-option-uuid]'))
+
+      const currentIndex = rows.indexOf(dragRow)
+      const targetIndex = rows.indexOf(targetRow)
+
+      if (currentIndex < targetIndex) {
+        targetRow.after(dragRow)
+      } else {
+        targetRow.before(dragRow)
+      }
+    },
+    reorderOptions (e) {
+      if (!this.optionDragRef) return
+
+      e.preventDefault()
+      e.stopPropagation()
+
+      const rows = Array.from(this.$refs.options.querySelectorAll('[data-option-uuid]'))
+
+      const newOrder = rows
+        .map((el) => this.field.options.find((opt) => opt.uuid === el.dataset.optionUuid))
+        .filter(Boolean)
+
+      if (newOrder.length === this.field.options.length) {
+        this.field.options.splice(0, this.field.options.length, ...newOrder)
+
+        this.save()
+      }
+
+      this.optionDragRef = null
     }
   }
 }

app/javascript/template_builder/field_type.vue

@@ -30,7 +30,7 @@
         v-for="(icon, type) in fieldIconsSorted"
         :key="type"
       >
-        <li v-if="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') && (withKba || type != 'kba'))">
           <a
             href="#"
             class="text-sm py-1 px-2"
@@ -51,11 +51,11 @@
 </template>
 
 <script>
-import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId, IconCalendarCheck, IconStrikethrough } from '@tabler/icons-vue'
+import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId, IconCalendarCheck, IconStrikethrough, IconUserScan } from '@tabler/icons-vue'
 
 export default {
   name: 'FiledTypeDropdown',
-  inject: ['withPhone', 'withPayment', 'withVerification', 't', 'fieldTypes'],
+  inject: ['withPhone', 'withPayment', 'withVerification', 'withKba', 't', 'fieldTypes'],
   props: {
     modelValue: {
       type: String,
@@ -114,7 +114,8 @@ export default {
         stamp: this.t('stamp'),
         payment: this.t('payment'),
         phone: this.t('phone'),
-        verification: this.t('verify_id')
+        verification: this.t('verify_id'),
+        kba: this.t('kba')
       }
     },
     fieldLabels () {
@@ -134,7 +135,8 @@ export default {
         stamp: this.t('stamp_field'),
         payment: this.t('payment_field'),
         phone: this.t('phone_field'),
-        verification: this.t('verify_id')
+        verification: this.t('verify_id'),
+        kba: this.t('kba')
       }
     },
     fieldIcons () {
@@ -157,7 +159,8 @@ export default {
         stamp: IconRubberStamp,
         payment: IconCreditCard,
         phone: IconPhoneCheck,
-        verification: IconId
+        verification: IconId,
+        kba: IconUserScan,
       }
     },
     skipTypes () {

app/javascript/template_builder/fields.vue

@@ -17,7 +17,7 @@
     ref="fields"
     class="fields mb-1 mt-2"
     @dragover.prevent="onFieldDragover"
-    @drop="reorderFields"
+    @drop="fieldsDragFieldRef.value ? reorderFields() : null"
   >
     <Field
       v-for="field in submitterFields"
@@ -114,7 +114,7 @@
       :key="type"
     >
       <button
-        v-if="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') && (withKba || type != 'kba'))"
         :id="`${type}_type_field_button`"
         draggable="true"
         class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative fields-grid-item"
@@ -122,7 +122,7 @@
         :class="drawFieldType === type ? 'border-base-content/40' : 'border-base-300 hover:border-base-content/20'"
         @dragstart="onDragstart($event, { type: type })"
         @dragend="$emit('drag-end')"
-        @click="['file', 'payment', 'verification'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
+        @click="['file', 'payment', 'verification', 'kba'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
       >
         <div
           class="flex items-console transition-all cursor-grab h-full absolute left-0"
@@ -236,7 +236,7 @@
         </span>
       </template>
       <template v-else>
-        <IconListSearch width="22" />
+        <IconSparkles width="22" />
         <span
           class="hidden md:inline"
         >
@@ -268,7 +268,7 @@
 import Field from './field'
 import FieldType from './field_type'
 import FieldSubmitter from './field_submitter'
-import { IconLock, IconCirclePlus, IconInnerShadowTop, IconListSearch } from '@tabler/icons-vue'
+import { IconLock, IconCirclePlus, IconInnerShadowTop, IconSparkles } from '@tabler/icons-vue'
 import IconDrag from './icon_drag'
 
 export default {
@@ -277,13 +277,13 @@ export default {
     Field,
     FieldType,
     IconCirclePlus,
-    IconListSearch,
+    IconSparkles,
     IconInnerShadowTop,
     FieldSubmitter,
     IconDrag,
     IconLock
   },
-  inject: ['save', 'backgroundColor', 'withPhone', 'withVerification', 'withPayment', 't', 'fieldsDragFieldRef', 'baseFetch'],
+  inject: ['save', 'backgroundColor', 'withPhone', 'withVerification', 'withKba', 'withPayment', 't', 'fieldsDragFieldRef', 'baseFetch'],
   props: {
     fields: {
       type: Array,
@@ -470,9 +470,13 @@ export default {
               const data = JSON.parse(jsonStr)
 
               if (data.error) {
-                alert(data.error)
+                if ((data.fields || fields).length) {
+                  this.template.fields = data.fields || fields
 
-                this.template.fields = data.fields || fields
+                  this.save()
+                } else {
+                  alert(data.error)
+                }
 
                 break
               } else if (data.analyzing) {
@@ -575,7 +579,7 @@ export default {
     removeSubmitter (submitter) {
       [...this.fields].forEach((field) => {
         if (field.submitter_uuid === submitter.uuid) {
-          this.removeField(field)
+          this.removeField(field, false)
         }
       })
 
@@ -587,7 +591,7 @@ export default {
 
       this.save()
     },
-    removeField (field) {
+    removeField (field, save = true) {
       this.fields.splice(this.fields.indexOf(field), 1)
 
       this.fields.forEach((f) => {
@@ -606,7 +610,9 @@ export default {
         })
       })
 
-      this.save()
+      if (save) {
+        this.save()
+      }
     }
   }
 }

app/javascript/template_builder/google_drive_document_settings.vue

@@ -27,7 +27,7 @@
       </li>
       <li>
         <button
-          form="sync_form"
+          :form="`sync_form_${inputId}`"
           type="submit"
           :disabled="isLoading"
         >
@@ -40,7 +40,7 @@
       </li>
     </ul>
     <form
-      id="sync_form"
+      :id="`sync_form_${inputId}`"
       ref="form"
       class="hidden"
       @submit.prevent="upload({ path: uploadUrl })"

app/javascript/template_builder/i18n.js

@@ -1,4 +1,5 @@
 const en = {
+  kba: 'KBA',
   analyzing_: 'Analyzing...',
   download: 'Download',
   downloading_: 'Downloading...',
@@ -188,6 +189,8 @@ const en = {
 }
 
 const es = {
+  kba: 'KBA',
+  autodetect_fields: 'Autodetectar campos',
   analyzing_: 'Analizando...',
   download: 'Descargar',
   downloading_: 'Descargando...',
@@ -376,6 +379,8 @@ const es = {
 }
 
 const it = {
+  kba: 'KBA',
+  autodetect_fields: 'Rileva campi',
   analyzing_: 'Analisi...',
   download: 'Scarica',
   downloading_: 'Download in corso...',
@@ -564,6 +569,8 @@ const it = {
 }
 
 const pt = {
+  kba: 'KBA',
+  autodetect_fields: 'Detectar campos',
   analyzing_: 'Analisando...',
   download: 'Baixar',
   downloading_: 'Baixando...',
@@ -752,6 +759,8 @@ const pt = {
 }
 
 const fr = {
+  kba: 'KBA',
+  autodetect_fields: 'Détecter les champs',
   analyzing_: 'Analyse...',
   download: 'Télécharger',
   downloading_: 'Téléchargement...',
@@ -940,6 +949,8 @@ const fr = {
 }
 
 const de = {
+  kba: 'KBA',
+  autodetect_fields: 'Felder erkennen',
   analyzing_: 'Analysiere...',
   download: 'Download',
   downloading_: 'Download...',
@@ -1128,6 +1139,8 @@ const de = {
 }
 
 const nl = {
+  kba: 'KBA',
+  autodetect_fields: 'Velden detecteren',
   analyzing_: 'Analyseren...',
   download: 'Downloaden',
   downloading_: 'Downloaden...',

app/javascript/template_builder/mobile_draw_field.vue

@@ -77,7 +77,7 @@ export default {
     removeSubmitter (submitter) {
       [...this.fields].forEach((field) => {
         if (field.submitter_uuid === submitter.uuid) {
-          this.removeField(field)
+          this.removeField(field, false)
         }
       })
 
@@ -89,10 +89,12 @@ export default {
 
       this.save()
     },
-    removeField (field) {
+    removeField (field, save = true) {
       this.fields.splice(this.fields.indexOf(field), 1)
 
-      this.save()
+      if (save) {
+        this.save()
+      }
     }
   }
 }

app/javascript/template_builder/mobile_fields.vue

@@ -49,12 +49,17 @@
           </li>
         </template>
       </template>
-      <template v-else>
+      <div
+        v-if="fieldTypes.length && submitterDefaultFields.length"
+        class="bg-base-300"
+        style="height: 1px; margin-top: 1px; margin-bottom: 1px"
+      />
+      <template v-if="fieldTypes.length || !submitterDefaultFields.length">
         <template
           v-for="(icon, type) in fieldIconsSorted"
           :key="type"
         >
-          <li v-if="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') && (withKba || type != 'kba'))">
             <a
               href="#"
               class="text-sm py-1 px-2"
@@ -84,7 +89,7 @@ export default {
     IconPlus,
     IconX
   },
-  inject: ['withPhone', 'withPayment', 'withVerification', 'backgroundColor', 't'],
+  inject: ['withPhone', 'withPayment', 'withVerification', 'withKba', 'backgroundColor', 't'],
   props: {
     modelValue: {
       type: String,

app/javascript/template_builder/upload.vue

@@ -216,6 +216,9 @@ export default {
     queryParams () {
       return new URLSearchParams(window.location.search)
     },
+    uploadUrl () {
+      return `/templates/${this.templateId}/documents`
+    },
     googleDriveOauthPath () {
       const params = {
         access_type: 'offline',
@@ -279,7 +282,7 @@ export default {
     async upload ({ path } = {}) {
       this.isLoading = true
 
-      return this.baseFetch(path || `/templates/${this.templateId}/documents`, {
+      return this.baseFetch(path || this.uploadUrl, {
         method: 'POST',
         headers: { Accept: 'application/json' },
         body: new FormData(this.$refs.form)

app/jobs/process_submission_expired_job.rb

@@ -4,7 +4,9 @@ class ProcessSubmissionExpiredJob
   include Sidekiq::Job
 
   def perform(params = {})
-    submission = Submission.find(params['submission_id'])
+    submission = Submission.find_by(id: params['submission_id'])
+
+    return unless submission
 
     return if submission.archived_at?
     return if submission.template&.archived_at?

app/jobs/process_submitter_completion_job.rb

@@ -39,18 +39,26 @@ class ProcessSubmitterCompletionJob
     submission = submitter.submission
 
     complete_verification_events, sms_events =
-      submitter.submission_events.where(event_type: %i[send_sms send_2fa_sms complete_verification])
-               .partition { |e| e.event_type == 'complete_verification' }
+      submitter.submission_events.where(event_type: %i[send_sms send_2fa_sms complete_verification complete_kba])
+               .partition { |e| e.event_type == 'complete_verification' || e.event_type == 'complete_kba' }
 
     complete_verification_event = complete_verification_events.first
 
+    verification_method =
+      if complete_verification_event&.event_type == 'complete_kba'
+        'kba'
+      elsif complete_verification_event
+        complete_verification_event.data['method']
+      end
+
     completed_submitter.assign_attributes(
       submission_id: submitter.submission_id,
       account_id: submission.account_id,
+      is_first: !CompletedSubmitter.exists?(submission: submitter.submission_id, is_first: true),
       template_id: submission.template_id,
       source: submission.source,
       sms_count: sms_events.sum { |e| e.data['segments'] || 1 },
-      verification_method: complete_verification_event&.data&.dig('method'),
+      verification_method:,
       completed_at: submitter.completed_at
     )
 

app/jobs/send_confirmation_instructions_job.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+class SendConfirmationInstructionsJob
+  include Sidekiq::Job
+
+  def perform(params = {})
+    user = User.find(params['user_id'])
+
+    user.send_confirmation_instructions
+  end
+end

app/jobs/send_form_completed_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendFormCompletedWebhookRequestJob
   MAX_ATTEMPTS = 12
 
   def perform(params = {})
-    submitter = Submitter.find(params['submitter_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submitter = Submitter.find_by(id: params['submitter_id'])
+
+    return unless submitter
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_form_declined_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendFormDeclinedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submitter = Submitter.find(params['submitter_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submitter = Submitter.find_by(id: params['submitter_id'])
+
+    return unless submitter
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_form_started_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendFormStartedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submitter = Submitter.find(params['submitter_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submitter = Submitter.find_by(id: params['submitter_id'])
+
+    return unless submitter
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_form_viewed_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendFormViewedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submitter = Submitter.find(params['submitter_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submitter = Submitter.find_by(id: params['submitter_id'])
+
+    return unless submitter
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_submission_archived_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendSubmissionArchivedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submission = Submission.find(params['submission_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submission = Submission.find_by(id: params['submission_id'])
+
+    return unless submission
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_submission_completed_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendSubmissionCompletedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submission = Submission.find(params['submission_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submission = Submission.find_by(id: params['submission_id'])
+
+    return unless submission
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_submission_created_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendSubmissionCreatedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submission = Submission.find(params['submission_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submission = Submission.find_by(id: params['submission_id'])
+
+    return unless submission
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_submission_expired_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendSubmissionExpiredWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    submission = Submission.find(params['submission_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    submission = Submission.find_by(id: params['submission_id'])
+
+    return unless submission
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_submitter_invitation_email_job.rb

@@ -7,6 +7,8 @@ class SendSubmitterInvitationEmailJob
     submitter = Submitter.find(params['submitter_id'])
 
     return if submitter.completed_at?
+    return if submitter.submission.archived_at?
+    return if submitter.template&.archived_at?
     return if submitter.submission.source == 'invite' && !Accounts.can_send_emails?(submitter.account, on_events: true)
 
     unless Accounts.can_send_invitation_emails?(submitter.account)

app/jobs/send_submitter_verification_email_job.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class SendSubmitterVerificationEmailJob
+  include Sidekiq::Job
+
+  def perform(params = {})
+    submitter = Submitter.find(params['submitter_id'])
+
+    locale = params['locale'].presence || submitter.account.locale
+
+    SubmitterMailer.otp_verification_email(submitter, locale:).deliver_now!
+
+    SubmissionEvent.create!(submitter_id: params['submitter_id'],
+                            event_type: 'send_2fa_email',
+                            data: { email: submitter.email })
+  end
+end

app/jobs/send_template_created_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendTemplateCreatedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    template = Template.find(params['template_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    template = Template.find_by(id: params['template_id'])
+
+    return unless template
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_template_updated_webhook_request_job.rb

@@ -8,8 +8,13 @@ class SendTemplateUpdatedWebhookRequestJob
   MAX_ATTEMPTS = 10
 
   def perform(params = {})
-    template = Template.find(params['template_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+    template = Template.find_by(id: params['template_id'])
+
+    return unless template
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
 
     attempt = params['attempt'].to_i
 

app/jobs/send_test_webhook_request_job.rb

@@ -7,11 +7,28 @@ class SendTestWebhookRequestJob
 
   USER_AGENT = 'DocuSeal.com Webhook'
 
-  def perform(params = {})
-    submitter = Submitter.find(params['submitter_id'])
-    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+  HttpsError = Class.new(StandardError)
+  LocalhostError = Class.new(StandardError)
 
-    return unless webhook_url && submitter
+  def perform(params = {})
+    submitter = Submitter.find_by(id: params['submitter_id'])
+
+    return unless submitter
+
+    webhook_url = WebhookUrl.find_by(id: params['webhook_url_id'])
+
+    return unless webhook_url
+
+    if Docuseal.multitenant?
+      uri = begin
+        URI(webhook_url.url)
+      rescue URI::Error
+        Addressable::URI.parse(webhook_url.url).normalize
+      end
+
+      raise HttpsError, 'Only HTTPS is allowed.' if uri.scheme != 'https'
+      raise LocalhostError, "Can't send to localhost." if uri.host.in?(SendWebhookRequest::LOCALHOSTS)
+    end
 
     Faraday.post(webhook_url.url,
                  {

app/mailers/submitter_mailer.rb

@@ -144,6 +144,17 @@ class SubmitterMailer < ApplicationMailer
     end
   end
 
+  def otp_verification_email(submitter, locale: nil)
+    @submitter = submitter
+    @otp_code = EmailVerificationCodes.generate([submitter.email.downcase.strip, submitter.slug].join(':'))
+
+    assign_message_metadata('otp_verification_email', submitter)
+
+    I18n.with_locale(locale || submitter.account.locale) do
+      mail(to: submitter.email, subject: I18n.t('email_verification'))
+    end
+  end
+
   private
 
   def build_submitter_reply_to(submitter, email_config: nil, documents_copy_email: nil)

app/models/account.rb

@@ -60,6 +60,10 @@ class Account < ApplicationRecord
     linked_account_account&.testing?
   end
 
+  def tz_info
+    @tz_info ||= TZInfo::Timezone.get(ActiveSupport::TimeZone::MAPPING[timezone] || timezone)
+  end
+
   def default_template_folder
     super || build_default_template_folder(name: TemplateFolder::DEFAULT_NAME,
                                            author_id: users.minimum(:id)).tap(&:save!)

app/models/account_config.rb

@@ -22,6 +22,7 @@
 #
 class AccountConfig < ApplicationRecord
   SUBMITTER_INVITATION_EMAIL_KEY = 'submitter_invitation_email'
+  SUBMITTER_INVITATION_REMINDER_EMAIL_KEY = 'submitter_invitation_reminder_email'
   SUBMITTER_COMPLETED_EMAIL_KEY = 'submitter_completed_email'
   SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY = 'submitter_documents_copy_email'
   BCC_EMAILS = 'bcc_emails'
@@ -44,10 +45,12 @@ class AccountConfig < ApplicationRecord
   WITH_SIGNATURE_ID = 'with_signature_id'
   WITH_FILE_LINKS_KEY = 'with_file_links'
   WITH_SIGNATURE_ID_REASON_KEY = 'with_signature_id_reason'
+  RECIPIENT_FORM_FIELDS_KEY = 'recipient_form_fields'
   WITH_AUDIT_VALUES_KEY = 'with_audit_values'
   WITH_SUBMITTER_TIMEZONE_KEY = 'with_submitter_timezone'
   REQUIRE_SIGNING_REASON_KEY = 'require_signing_reason'
   REUSE_SIGNATURE_KEY = 'reuse_signature'
+  WITH_FIELD_LABELS_KEY = 'with_field_labels'
   COMBINE_PDF_RESULT_KEY = 'combine_pdf_result_key'
   DOCUMENT_FILENAME_FORMAT_KEY = 'document_filename_format'
   POLICY_LINKS_KEY = 'policy_links'
@@ -59,6 +62,12 @@ class AccountConfig < ApplicationRecord
         'body' => I18n.t(:submitter_invitation_email_sign_body)
       }
     },
+    SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => lambda {
+      {
+        'subject' => I18n.t(:you_are_invited_to_sign_a_document),
+        'body' => I18n.t(:submitter_invitation_email_sign_body)
+      }
+    },
     SUBMITTER_COMPLETED_EMAIL_KEY => lambda {
       {
         'subject' => I18n.t(:template_name_has_been_completed_by_submitters),

app/models/completed_submitter.rb

@@ -6,6 +6,7 @@
 #
 #  id                  :bigint           not null, primary key
 #  completed_at        :datetime         not null
+#  is_first            :boolean
 #  sms_count           :integer          not null
 #  source              :string           not null
 #  verification_method :string
@@ -18,8 +19,10 @@
 #
 # Indexes
 #
-#  index_completed_submitters_on_account_id    (account_id)
-#  index_completed_submitters_on_submitter_id  (submitter_id) UNIQUE
+#  index_completed_submitters_account_id_completed_at_is_first  (account_id,completed_at) WHERE (is_first = true)
+#  index_completed_submitters_on_account_id_and_completed_at    (account_id,completed_at)
+#  index_completed_submitters_on_submission_id                  (submission_id) UNIQUE WHERE (is_first = true)
+#  index_completed_submitters_on_submitter_id                   (submitter_id) UNIQUE
 #
 class CompletedSubmitter < ApplicationRecord
   belongs_to :submitter

app/models/submission_event.rb

@@ -10,17 +10,21 @@
 #  event_type      :string           not null
 #  created_at      :datetime         not null
 #  updated_at      :datetime         not null
+#  account_id      :bigint
 #  submission_id   :bigint           not null
 #  submitter_id    :bigint
 #
 # Indexes
 #
-#  index_submission_events_on_created_at     (created_at)
-#  index_submission_events_on_submission_id  (submission_id)
-#  index_submission_events_on_submitter_id   (submitter_id)
+#  index_submission_events_on_account_id        (account_id)
+#  index_submission_events_on_created_at        (created_at)
+#  index_submission_events_on_submission_id     (submission_id)
+#  index_submission_events_on_submitter_id      (submitter_id)
+#  index_submissions_events_on_sms_event_types  (account_id,created_at) WHERE ((event_type)::text = ANY ((ARRAY['send_sms'::character varying, 'send_2fa_sms'::character varying])::text[]))
 #
 # Foreign Keys
 #
+#  fk_rails_...  (account_id => accounts.id)
 #  fk_rails_...  (submission_id => submissions.id)
 #  fk_rails_...  (submitter_id => submitters.id)
 #
@@ -35,6 +39,7 @@ class SubmissionEvent < ApplicationRecord
   serialize :data, coder: JSON
 
   before_validation :set_submission_id, on: :create
+  before_validation :set_account_id, on: :create
 
   enum :event_type, {
     send_email: 'send_email',
@@ -43,6 +48,7 @@ class SubmissionEvent < ApplicationRecord
     send_reminder_email: 'send_reminder_email',
     send_sms: 'send_sms',
     send_2fa_sms: 'send_2fa_sms',
+    send_2fa_email: 'send_2fa_email',
     open_email: 'open_email',
     click_email: 'click_email',
     click_sms: 'click_sms',
@@ -51,6 +57,9 @@ class SubmissionEvent < ApplicationRecord
     start_form: 'start_form',
     start_verification: 'start_verification',
     complete_verification: 'complete_verification',
+    start_kba: 'start_kba',
+    complete_kba: 'complete_kba',
+    fail_kba: 'fail_kba',
     view_form: 'view_form',
     invite_party: 'invite_party',
     complete_form: 'complete_form',
@@ -63,4 +72,8 @@ class SubmissionEvent < ApplicationRecord
   def set_submission_id
     self.submission_id = submitter&.submission_id
   end
+
+  def set_account_id
+    self.account_id = submitter&.account_id
+  end
 end

app/models/user.rb

@@ -6,6 +6,9 @@
 #
 #  id                     :bigint           not null, primary key
 #  archived_at            :datetime
+#  confirmation_sent_at   :datetime
+#  confirmation_token     :string
+#  confirmed_at           :datetime
 #  consumed_timestep      :integer
 #  current_sign_in_at     :datetime
 #  current_sign_in_ip     :string
@@ -24,8 +27,9 @@
 #  reset_password_token   :string
 #  role                   :string           not null
 #  sign_in_count          :integer          default(0), not null
+#  unconfirmed_email      :string
 #  unlock_token           :string
-#  uuid                   :text             not null
+#  uuid                   :string           not null
 #  created_at             :datetime         not null
 #  updated_at             :datetime         not null
 #  account_id             :bigint           not null

app/views/devise/mailer/reset_password_instructions.html.erb

@@ -1,5 +1,10 @@
-<p>Hello <%= @resource.email %>!</p>
-<p>Someone has requested a link to change your password. You can do this through the link below.</p>
-<p><%= link_to 'Change my password', edit_password_url(@resource, reset_password_token: @token) %></p>
-<p>If you didn't request this, please ignore this email.</p>
-<p>Your password won't change until you access the link above and create a new one.</p>
+<p><%= @resource.first_name.present? ? t('hello_name', name: @resource.first_name) : t('hi_there') %>,</p>
+<p><%= t('you_requested_to_reset_your_password_use_the_link_below_to_continue') %>:</p>
+<p><%= link_to t('change_my_password'), edit_password_url(@resource, reset_password_token: @token) %></p>
+<p><%= t('your_password_wont_change_until_you_open_the_link_above_and_set_a_new_one') %></p>
+<p><%= t('if_you_didnt_request_this_you_can_ignore_this_email') %></p>
+<p>
+  <%= t('thanks') %>,<br>
+  <%= Docuseal.product_name %>
+</p>
+<% content_for(:remove_attribution, true) %>

app/views/icons/_calendar_event.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M4 5m0 2a2 2 0 0 1 2 -2h12a2 2 0 0 1 2 2v12a2 2 0 0 1 -2 2h-12a2 2 0 0 1 -2 -2z"></path>
+  <path d="M16 3l0 4"></path>
+  <path d="M8 3l0 4"></path>
+  <path d="M4 11l16 0"></path>
+  <path d="M8 15h2v2h-2z"></path>
+</svg>

app/views/icons/_checkbox.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M9 11l3 3l8 -8"></path>
+  <path d="M20 12v6a2 2 0 0 1 -2 2h-12a2 2 0 0 1 -2 -2v-12a2 2 0 0 1 2 -2h9"></path>
+</svg>

app/views/icons/_checks.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M7 12l5 5l10 -10"></path>
+  <path d="M2 12l5 5m5 -5l5 -5"></path>
+</svg>

app/views/icons/_columns_3.html.erb

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 3m0 1a1 1 0 0 1 1 -1h16a1 1 0 0 1 1 1v16a1 1 0 0 1 -1 1h-16a1 1 0 0 1 -1 -1zm6 -1v18m6 -18v18"></path>
+</svg>

app/views/icons/_credit_card.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 5m0 3a3 3 0 0 1 3 -3h12a3 3 0 0 1 3 3v8a3 3 0 0 1 -3 3h-12a3 3 0 0 1 -3 -3z"></path>
+  <path d="M3 10l18 0"></path>
+  <path d="M7 15l.01 0"></path>
+  <path d="M11 15l2 0"></path>
+</svg>

app/views/icons/_device_desktop.html.erb

@@ -0,0 +1,8 @@
+<svg class="<%= local_assigns[:class] %>" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M3 5a1 1 0 0 1 1 -1h16a1 1 0 0 1 1 1v10a1 1 0 0 1 -1 1h-16a1 1 0 0 1 -1 -1v-10z" />
+  <path d="M7 20h10" /><path d="M9 16v4" />
+  <path d="M15 16v4" /></svg>
+  <path d="M9 16v4" />
+  <path d="M15 16v4" />
+</svg>

app/views/icons/_device_mobile.html.erb

@@ -0,0 +1,6 @@
+<svg class="<%= local_assigns[:class] %>" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M6 5a2 2 0 0 1 2 -2h8a2 2 0 0 1 2 2v14a2 2 0 0 1 -2 2h-8a2 2 0 0 1 -2 -2v-14z" />
+  <path d="M11 4h2" />
+  <path d="M12 17v.01" />
+</svg>

app/views/icons/_device_tablet.html.erb

@@ -0,0 +1,5 @@
+<svg class="<%= local_assigns[:class] %>" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M5 4a1 1 0 0 1 1 -1h12a1 1 0 0 1 1 1v16a1 1 0 0 1 -1 1h-12a1 1 0 0 1 -1 -1v-16z" />
+  <path d="M11 17a1 1 0 1 0 2 0a1 1 0 0 0 -2 0" />
+</svg>

app/views/icons/_id.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 4m0 3a3 3 0 0 1 3 -3h12a3 3 0 0 1 3 3v10a3 3 0 0 1 -3 3h-12a3 3 0 0 1 -3 -3z"></path>
+  <path d="M9 10m-2 0a2 2 0 1 0 4 0a2 2 0 1 0 -4 0"></path>
+  <path d="M15 8l2 0"></path>
+  <path d="M15 12l2 0"></path>
+  <path d="M7 16l10 0"></path>
+</svg>

app/views/icons/_letter_case_upper.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 19v-10.5a3.5 3.5 0 0 1 7 0v10.5"></path>
+  <path d="M3 13h7"></path>
+  <path d="M14 19v-10.5a3.5 3.5 0 0 1 7 0v10.5"></path>
+  <path d="M14 13h7"></path>
+</svg>

app/views/icons/_photo.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M15 8h.01"></path>
+  <path d="M3 6a3 3 0 0 1 3 -3h12a3 3 0 0 1 3 3v12a3 3 0 0 1 -3 3h-12a3 3 0 0 1 -3 -3v-12z"></path>
+  <path d="M3 16l5 -5c.928 -.893 2.072 -.893 3 0l5 5"></path>
+  <path d="M14 14l1 -1c.928 -.893 2.072 -.893 3 0l3 3"></path>
+</svg>

app/views/icons/_rubber_stamp.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M21 17.85h-18c0 -4.05 1.421 -4.05 3.79 -4.05c5.21 0 1.21 -4.59 1.21 -6.8a4 4 0 1 1 8 0c0 2.21 -4 6.8 1.21 6.8c2.369 0 3.79 0 3.79 4.05z"></path>
+  <path d="M5 21h14"></path>
+</svg>

app/views/icons/_select.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 3m0 2a2 2 0 0 1 2 -2h14a2 2 0 0 1 2 2v14a2 2 0 0 1 -2 2h-14a2 2 0 0 1 -2 -2z"></path>
+  <path d="M9 11l3 3l3 -3"></path>
+</svg>

app/views/icons/_square_number_1.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 3m0 2a2 2 0 0 1 2 -2h14a2 2 0 0 1 2 2v14a2 2 0 0 1 -2 2h-14a2 2 0 0 1 -2 -2z"></path>
+  <path d="M10 10l2 -2v8"></path>
+</svg>

app/views/icons/_text_size.html.erb

@@ -0,0 +1,8 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path d="M3 7v-2h13v2"></path>
+  <path d="M10 5v14"></path>
+  <path d="M12 19h-4"></path>
+  <path d="M15 13v-1h6v1"></path>
+  <path d="M18 12v7"></path>
+  <path d="M17 19h2"></path>
+</svg>

app/views/icons/_user_scan.html.erb

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" /><path d="M10 9a2 2 0 1 0 4 0a2 2 0 0 0 -4 0" /><path d="M4 8v-2a2 2 0 0 1 2 -2h2" /><path d="M4 16v2a2 2 0 0 0 2 2h2" /><path d="M16 4h2a2 2 0 0 1 2 2v2" /><path d="M16 20h2a2 2 0 0 0 2 -2v-2" /><path d="M8 16a2 2 0 0 1 2 -2h4a2 2 0 0 1 2 2" />
+</svg>

app/views/invitations/edit.html.erb

@@ -3,7 +3,7 @@
     <%= svg_icon('waving_hand', class: 'h-10 w-10') %>
     <span><%= t('welcome_to_product_name', product_name: Docuseal.product_name) %></span>
   </h1>
-  <%= form_for(resource, as: resource_name, url: password_path(resource_name), html: { method: :put, class: 'space-y-6' }) do |f| %>
+  <%= form_for(resource, as: resource_name, url: invitation_path, html: { method: :put, class: 'space-y-6' }) do |f| %>
     <div class="space-y-2">
       <%= render 'devise/shared/error_messages', resource: %>
       <%= f.hidden_field :reset_password_token %>

app/views/profile/index.html.erb

@@ -18,6 +18,11 @@
       <div class="form-control">
         <%= f.label :email, t('email'), class: 'label' %>
         <%= f.email_field :email, autocomplete: 'off', class: 'base-input' %>
+        <% if current_user.try(:pending_reconfirmation?) %>
+          <label class="label">
+            <span class="label-text-alt"><%= t('email_address_is_awaiting_confirmation_follow_the_link_in_the_email_to_confirm', email: f.object.unconfirmed_email) %></span>
+          </label>
+        <% end %>
       </div>
       <div class="form-control pt-2">
         <%= f.button button_title(title: t('update'), disabled_with: t('updating')), class: 'base-button' %>

app/views/shared/_github.html.erb

@@ -1,6 +1,6 @@
 <a target="_blank" href="<%= Docuseal::GITHUB_URL %>" rel="noopener noreferrer nofollow" class="relative flex items-center rounded-full px-2 py-0.5 text-xs leading-4 mt-1 text-base-content border border-base-300 tooltip tooltip-bottom" data-tip="Give a star on GitHub">
   <span class="flex items-center justify-between space-x-0.5 font-medium">
     <%= svg_icon('start', class: 'h-3 w-3') %>
-    <span>10k</span>
+    <span>11k</span>
   </span>
 </a>

app/views/shared/_meta.html.erb

@@ -13,10 +13,10 @@
   <meta property="og:image" content="">
   <meta name="twitter:image" content="">
 <% else %>
-  <meta property="og:image" content="<%= root_url %>preview.png">
+  <meta property="og:image" content="<%= content_for(:preview_image_url).presence || "#{root_url}preview.png" %>">
   <meta property="og:image:width" content="800">
   <meta property="og:image:height" content="800">
-  <meta name="twitter:image" content="<%= root_url %>preview.png">
+  <meta name="twitter:image" content="<%= content_for(:preview_image_url).presence || "#{root_url}preview.png" %>">
 <% end %>
 <meta name="twitter:card" content="summary">
 <meta name="twitter:creator" content="@docusealco">

app/views/shared/_settings_nav.html.erb

@@ -66,7 +66,7 @@
       <% end %>
       <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && (current_user != true_user || !current_account.linked_account_account) %>
         <li>
-          <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premises" }.to_query}", class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>
+          <%= content_for(:pro_link) || link_to(Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premises" }.to_query}", class: 'text-base hover:bg-base-300', data: { turbo: false }) do %>
             <%= t('plans') %>
             <span class="badge badge-warning"><%= t('pro') %></span>
           <% end %>
@@ -74,13 +74,13 @@
       <% end %>
       <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && (current_user == true_user || current_account.testing?) %>
         <li>
-          <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/api") : "#{Docuseal::CONSOLE_URL}/on_premises", class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>
+          <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/api") : "#{Docuseal::CONSOLE_URL}/on_premises", class: 'text-base hover:bg-base-300', data: { turbo: false } do %>
             <% if Docuseal.multitenant? %> API <% else %> <%= t('console') %> <% end %>
           <% end %>
         </li>
         <% if Docuseal.multitenant? %>
           <li>
-            <%= link_to console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/embedding/form"), class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>
+            <%= link_to console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/embedding/form"), class: 'text-base hover:bg-base-300', data: { turbo: false } do %>
               <%= t('embedding') %>
             <% end %>
           </li>

app/views/submission_events/index.html.erb

@@ -28,9 +28,16 @@
           <span class="absolute flex items-center justify-center w-7 h-7 rounded-full -start-3.5 ring-8 ring-base-100 text-base-content <%= bg_class %>">
             <%= svg_icon(SubmissionEventsController::SUBMISSION_EVENT_ICONS.fetch(event.event_type, 'circle_dot'), class: 'w-4 h-4') %>
           </span>
-          <p class="text-sm leading-none text-base-content/60 pt-1.5">
-            <%= l(event.event_timestamp.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) %>
-          </p>
+          <div class="flex items-center space-x-1 pt-1.5">
+            <span class="text-sm leading-none text-base-content/60">
+              <%= l(event.event_timestamp.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) %>
+            </span>
+            <% if (device = DetectBrowserDevice.call(event.data['ua'])) %>
+              <span class="tooltip tooltip-top" data-tip="<%= t(device) %>">
+                <%= svg_icon("device_#{device}", class: 'w-4 h-4') %>
+              </span>
+            <% end %>
+          </div>
           <p class="text-base-content/80 mt-1">
             <% if event.event_type == 'complete_verification' %>
               <%= t('submission_event_names.complete_verification_by_html', provider: event.data['method'], submitter_name:) %>

app/views/submissions/_detailed_form.html.erb

@@ -12,7 +12,8 @@
           </div>
           <div class="grid <%= 'md:grid-cols-2' if submitters.size > 1 %> gap-4">
             <% submitters.each_with_index do |item, index| %>
-              <% prefillable_fields = local_assigns[:prefillable_fields].to_a.select { |f| f['submitter_uuid'] == item['uuid'] } %>
+              <% prefillable_fields = local_assigns[:prefillable_fields].to_a.select { |f| f['submitter_uuid'] == item['uuid'] }.presence %>
+              <% prefillable_fields ||= local_assigns[:recipient_form_fields].presence %>
               <submitter-item class="form-control">
                 <% if submitters.size > 1 %>
                   <label class="label pt-0 pb-1">
@@ -29,14 +30,14 @@
                   <div class="grid <%= 'md:grid-cols-2 gap-1' if submitters.size == 1 %>">
                     <submitters-autocomplete data-field="email">
                       <linked-input data-target-id="<%= "detailed_email_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
-                        <input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="base-input !h-10 mt-1.5 w-full" placeholder="<%= "#{t('email')} (#{t('optional')})" %>" value="<%= item['email'].presence || ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.email : '') %>" id="detailed_email_<%= item['uuid'] %>">
+                        <%= tag.input type: 'email', multiple: true, name: 'submission[1][submitters][][email]', autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full', placeholder: (local_assigns[:require_email_2fa] == true || local_assigns[:prefillable_fields].present? ? t(:email) : "#{t('email')} (#{t('optional')})"), value: item['email'].presence || ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.email : ''), id: "detailed_email_#{item['uuid']}", required: local_assigns[:require_email_2fa] == true %>
                       </linked-input>
                     </submitters-autocomplete>
                     <% has_phone_field = true %>
                     <custom-validation data-invalid-message="<%= t('use_international_format_1xxx_') %>">
                       <submitters-autocomplete data-field="phone">
                         <linked-input data-target-id="<%= "detailed_phone_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
-                          <%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full', placeholder: local_assigns[:require_phone_2fa] == true ? t(:phone) : "#{t('phone')} (#{t('optional')})", id: "detailed_phone_#{item['uuid']}", required: local_assigns[:require_phone_2fa] == true %>
+                          <%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', name: 'submission[1][submitters][][phone]', autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full', placeholder: local_assigns[:require_phone_2fa] == true || local_assigns[:prefillable_fields].present? ? t(:phone) : "#{t('phone')} (#{t('optional')})", id: "detailed_phone_#{item['uuid']}", required: local_assigns[:require_phone_2fa] == true %>
                         </linked-input>
                       </submitters-autocomplete>
                     </custom-validation>
@@ -59,17 +60,23 @@
                     </custom-validation>
                   <% end %>
                   <% prefillable_fields.each do |field| %>
+                    <% field_id = "detailed_field_#{index}_#{field['uuid'] || field['name'].parameterize}" %>
                     <% if field['type'] == 'checkbox' %>
-                      <label for="detailed_field_<%= field['uuid'] %>" class="flex items-center justify-between mt-1.5 pl-3 pr-2.5 h-10 border border-base-content/20 rounded-full cursor-pointer transition-colors bg-white">
+                      <label for="<%= field_id %>" class="flex items-center justify-between mt-1.5 pl-3 pr-2.5 h-10 border border-base-content/20 rounded-full cursor-pointer transition-colors bg-white">
                         <span class="text-base select-none px-1"> <%= field['title'].presence || field['name'] %></span>
-                        <%= tag.input type: 'checkbox', name: "submission[1][submitters][][values][#{field['uuid']}]", id: "detailed_field_#{field['uuid']}", class: 'toggle toggle-sm', style: 'width: 38px; --handleoffset: 17px', checked: field['default_value'].present? && (field['default_value'] == true || field['default_value'].to_s == '1' || field['default_value'].to_s.downcase == 'true'), required: field['required'], value: 'true' %>
+                        <%= tag.input type: 'checkbox', name: "submission[1][submitters][][values][#{field['uuid'] || field['name']}]", id: field_id, class: 'toggle toggle-sm', style: 'width: 38px; --handleoffset: 17px', checked: field['default_value'].present? && (field['default_value'] == true || field['default_value'].to_s == '1' || field['default_value'].to_s.downcase == 'true'), required: field['required'], value: 'true' %>
                       </label>
                     <% elsif field['type'] == 'select' || field['type'] == 'radio' %>
-                      <%= select_tag "submission[1][submitters][][values][#{field['uuid']}]", options_for_select(field['options'].pluck('value'), field['default_value']), prompt: t(:select), id: "detailed_field_#{field['uuid']}", class: 'select select-sm base-input !h-10 mt-1.5 ', required: field['required'] %>
+                      <%= select_tag "submission[1][submitters][][values][#{field['uuid'] || field['name']}]", options_for_select(field['options'].pluck('value'), field['default_value']), prompt: t(:select), id: field_id, class: 'select select-sm base-input !h-10 mt-1.5 ', required: field['required'] %>
                     <% elsif field['type'] == 'date' %>
-                      <%= tag.input type: field['type'], name: "submission[1][submitters][][values][#{field['uuid']}]", autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full border rounded p-3', placeholder: (field['required'] ? field['title'].presence || field['name'] : "#{field['title'].presence || field['name']} (#{t('optional')})"), value: field['default_value'], id: "detailed_field_#{field['uuid']}", required: field['required'] %>
+                      <%= tag.input type: field['type'], name: "submission[1][submitters][][values][#{field['uuid'] || field['name']}]", autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full border rounded p-3', placeholder: (field['required'] ? field['title'].presence || field['name'] : "#{field['title'].presence || field['name']} (#{t('optional')})"), value: field['default_value'], id: field_id, required: field['required'] %>
                     <% elsif field['type'] != 'phone' %>
-                      <%= tag.input type: field['type'], name: "submission[1][submitters][][values][#{field['uuid']}]", autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full border rounded p-3', placeholder: (field['required'] ? field['title'].presence || field['name'] : "#{field['title'].presence || field['name']} (#{t('optional')})"), value: field['default_value'], id: "detailed_field_#{field['uuid']}", required: field['required'] %>
+                      <%= tag.input type: field['type'], name: "submission[1][submitters][][values][#{field['uuid'] || field['name']}]", autocomplete: 'off', class: 'base-input !h-10 mt-1.5 w-full border rounded p-3', placeholder: (field['required'] ? field['title'].presence || field['name'] : "#{field['title'].presence || field['name']} (#{t('optional')})"), value: field['default_value'], id: field_id, required: field['required'] %>
+                    <% end %>
+                    <% field['conditions']&.each do |condition| %>
+                      <% if (condition_field = prefillable_fields.find { |f| f['uuid'] == condition['field_uuid'] || f['name'] == condition['field_name'] }) %>
+                        <field-condition data-target-id="<%= field_id %>" data-field-id="<%= "detailed_field_#{index}_#{condition['field_uuid'] || condition['field_name'].parameterize}" %>" data-action="<%= condition['action'] %>" data-value="<%= condition_field['options'].present? ? condition_field['options'].find { |o| o['uuid'] == condition['value'] }&.dig('value') || condition['value'] : condition['value'] %>" data-operation="<%= condition['operation'] %>"></field-condition>
+                      <% end %>
                     <% end %>
                   <% end %>
                 <% end %>
@@ -79,7 +86,7 @@
         </div>
       </div>
     </div>
-    <% if params[:selfsign].blank? && local_assigns[:prefillable_fields].blank? %>
+    <% if params[:selfsign].blank? && local_assigns[:prefillable_fields].blank? && local_assigns[:recipient_form_fields].blank? %>
       <a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
         <%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
         <span><%= t('add_new') %></span>

app/views/submissions/_send_email.html.erb

@@ -1,116 +1 @@
-<% submitter_preferences_index = template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] } %>
-<% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
-<% message_field_id = "message_field_#{SecureRandom.hex(3)}" %>
-<div class="form-control">
-  <% can_send_emails = Accounts.can_send_emails?(current_account) %>
-  <div class="flex justify-between items-center">
-    <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
-      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails || local_assigns[:disable_email], checked: can_send_emails && !local_assigns.key?(:resend_email) && !local_assigns[:disable_email] && template&.preferences&.dig('request_email_enabled') != false %>
-      <span class="label"><%= local_assigns[:resend_email] ? t('re_send_email') : t('send_email') %></span>
-    <% end %>
-    <div>
-      <% if can_send_emails %>
-        <%= render 'submissions/email_stats' %>
-        <%= content_for(:edit_button) || capture do %>
-          <toggle-visible data-element-ids="<%= [message_field_id].to_json %>" class="flex">
-            <label>
-              <%= f.check_box :is_custom_message, checked: false, class: 'hidden peer', data: { action: 'change:toggle-visible#trigger', type: 'checkbox' } %>
-              <span class="link peer-checked:hidden"><%= t('edit_message') %></span>
-            </label>
-          </toggle-visible>
-        <% end %>
-      <% end %>
-    </div>
-  </div>
-  <% if !Docuseal.multitenant? && !can_send_emails %>
-    <div class="alert my-4">
-      <%= svg_icon('info_circle', class: 'w-6 h-6') %>
-      <div>
-        <p class="font-bold"><%= t('smtp_not_configured') %></p>
-        <p class="text-gray-700">
-          <%= t('configure_smtp_settings_in_order_to_send_emails_') %>
-          <br>
-          <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">
-            <%= t('go_to_smtp_settings') %>
-          </a>
-        </p>
-      </div>
-    </div>
-  <% end %>
-</div>
-<% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
-<div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
-  <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
-    <div class="peer-checked:hidden form-control space-y-2">
-      <div class="form-control">
-        <div class="flex justify-between">
-          <%= f.label :subject, t('subject'), class: 'label' %>
-          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
-            <label for="<%= toggle_uuid %>" class="label underline">
-              <%= t('edit_per_party') %>
-            </label>
-          <% end %>
-        </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
-      </div>
-      <div class="form-control">
-        <div class="flex items-center">
-          <%= f.label :message, t('body'), class: 'label' %>
-          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-          </span>
-        </div>
-        <autoresize-textarea>
-          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
-        </autoresize-textarea>
-        <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
-          <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
-            <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
-            <span class="label"><%= t('save_as_default_template_message') %></span>
-          </label>
-        <% end %>
-      </div>
-      <%= render 'submissions/message_fields' %>
-    </div>
-    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
-      <div class="hidden peer-checked:block form-control space-y-2">
-        <% uuid = SecureRandom.uuid %>
-        <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
-        <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-          <ul class="tabs w-full flex flex-nowrap">
-            <% options.each_with_index do |(label, val), index| %>
-              <div class="w-full">
-                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
-              </div>
-            <% end %>
-          </ul>
-        </toggle-visible>
-        <% template_submitters.each_with_index do |submitter, index| %>
-          <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
-            <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
-              <div class="form-control">
-                <div class="flex justify-between">
-                  <%= ff.label :subject, t('subject'), class: 'label' %>
-                </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :message, t('body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
-                </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
-                </autoresize-textarea>
-              </div>
-            </div>
-          <% end %>
-        <% end %>
-      </div>
-    <% end %>
-  </div>
-</div>
+<%= render partial: 'submissions/send_email_base', locals: local_assigns %>

app/views/submissions/_send_email_base.html.erb

@@ -0,0 +1,116 @@
+<% submitter_preferences_index = template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] } %>
+<% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
+<% message_field_id = "message_field_#{SecureRandom.hex(3)}" %>
+<div class="form-control">
+  <% can_send_emails = Accounts.can_send_emails?(current_account) %>
+  <div class="flex justify-between items-center">
+    <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
+      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails || local_assigns[:disable_email], checked: can_send_emails && !local_assigns.key?(:resend_email) && !local_assigns[:disable_email] && template&.preferences&.dig('request_email_enabled') != false %>
+      <span class="label"><%= local_assigns[:resend_email] ? t('re_send_email') : t('send_email') %></span>
+    <% end %>
+    <div>
+      <% if can_send_emails %>
+        <%= render 'submissions/email_stats' %>
+        <%= content_for(:edit_button) || capture do %>
+          <toggle-visible data-element-ids="<%= [message_field_id].to_json %>" class="flex">
+            <label>
+              <%= f.check_box :is_custom_message, checked: false, class: 'hidden peer', data: { action: 'change:toggle-visible#trigger', type: 'checkbox' } %>
+              <span class="link peer-checked:hidden"><%= t('edit_message') %></span>
+            </label>
+          </toggle-visible>
+        <% end %>
+      <% end %>
+    </div>
+  </div>
+  <% if !Docuseal.multitenant? && !can_send_emails %>
+    <div class="alert my-4">
+      <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+      <div>
+        <p class="font-bold"><%= t('smtp_not_configured') %></p>
+        <p class="text-gray-700">
+          <%= t('configure_smtp_settings_in_order_to_send_emails_') %>
+          <br>
+          <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">
+            <%= t('go_to_smtp_settings') %>
+          </a>
+        </p>
+      </div>
+    </div>
+  <% end %>
+</div>
+<% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+<div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
+  <div class="card-body">
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <div class="peer-checked:hidden form-control space-y-2">
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= f.label :subject, t('subject'), class: 'label' %>
+          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+            <label for="<%= toggle_uuid %>" class="label underline">
+              <%= t('edit_per_party') %>
+            </label>
+          <% end %>
+        </div>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <div class="flex items-center">
+          <%= f.label :message, t('body'), class: 'label' %>
+          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+          </span>
+        </div>
+        <autoresize-textarea>
+          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+        </autoresize-textarea>
+        <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
+          <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
+            <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
+            <span class="label"><%= t('save_as_default_template_message') %></span>
+          </label>
+        <% end %>
+      </div>
+      <%= render 'submissions/message_fields' %>
+    </div>
+    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+      <div class="hidden peer-checked:block form-control space-y-2">
+        <% uuid = SecureRandom.uuid %>
+        <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
+        <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
+          <ul class="tabs w-full flex flex-nowrap">
+            <% options.each_with_index do |(label, val), index| %>
+              <div class="w-full">
+                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
+                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
+              </div>
+            <% end %>
+          </ul>
+        </toggle-visible>
+        <% template_submitters.each_with_index do |submitter, index| %>
+          <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
+            <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
+              <div class="form-control">
+                <div class="flex justify-between">
+                  <%= ff.label :subject, t('subject'), class: 'label' %>
+                </div>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+              </div>
+              <div class="form-control">
+                <div class="flex items-center">
+                  <%= ff.label :message, t('body'), class: 'label' %>
+                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                  </span>
+                </div>
+                <autoresize-textarea>
+                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+                </autoresize-textarea>
+              </div>
+            </div>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
+  </div>
+</div>

app/views/submissions/_value.html.erb

@@ -7,7 +7,7 @@
 <% font_size_px = (field.dig('preferences', 'font_size').presence || Submissions::GenerateResultAttachments::FONT_SIZE).to_i * local_assigns.fetch(:font_scale) { 1000.0 / PdfUtils::US_LETTER_W } %>
 <field-value dir="auto" class="flex absolute <%= 'font-courier' if font == 'Courier' %> <%= 'font-times' if font == 'Times' %> <%= 'font-bold' if font_type == 'bold' || font_type == 'bold_italic' %> <%= 'italic' if font_type == 'italic' || font_type == 'bold_italic' %> <%= align == 'right' ? 'text-right' : (align == 'center' ? 'text-center' : '') %>" style="<%= "color: #{color}; " if color.present? %><%= "background: #{bg_color}; " if bg_color.present? %>width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%; font-size: <%= fs = "clamp(1pt, #{font_size_px / 10}vw, #{font_size_px}px)" %>; line-height: calc(<%= fs %> * 1.3); font-size: <%= fs = "#{font_size_px / 10}cqmin" %>; line-height: calc(<%= fs %> * 1.3)">
   <% if field['type'] == 'signature' %>
-    <% is_narrow = area['h']&.positive? && (area['w'].to_f / area['h']) > 6 %>
+    <% is_narrow = area['h'].positive? && ((area['w'] * local_assigns[:page_width]).to_f / (area['h'] * local_assigns[:page_height])) > 4.5 %>
     <div class="flex justify-between w-full h-full gap-1 <%= is_narrow && (local_assigns[:with_signature_id] || field.dig('preferences', 'reason_field_uuid').present?) ? 'flex-row' : 'flex-col' %>">
       <div class="flex overflow-hidden <%= is_narrow && (local_assigns[:with_signature_id] || field.dig('preferences', 'reason_field_uuid').present?) ? 'w-1/2' : 'flex-grow' %>" style="min-height: 50%">
         <img class="object-contain mx-auto" src="<%= attachments_index[value].url %>">
@@ -33,7 +33,7 @@
         </div>
       <% end %>
     </div>
-  <% elsif field['type'].in?(['image', 'initials', 'stamp']) && attachments_index[value].image? %>
+  <% elsif field['type'].in?(['image', 'initials', 'stamp', 'kba']) && attachments_index[value].image? %>
     <img class="object-contain mx-auto" src="<%= attachments_index[value].url %>" loading="lazy">
   <% elsif field['type'].in?(['file', 'payment', 'image']) %>
     <autosize-field></autosize-field>
@@ -50,12 +50,13 @@
       <%= svg_icon('check', class: "aspect-square #{area['w'] > area['h'] ? '!w-auto !h-full' : '!w-full !h-auto'}") %>
     </div>
   <% elsif field['type'].in?(%w[multiple radio]) && area['option_uuid'] %>
-    <% option = field['options']&.find { |o| o['uuid'] == area['option_uuid'] } %>
-    <% option_name = option['value'].presence || "Option #{field['options'].index(option) + 1}" %>
-    <% if option && Array.wrap(value).include?(option_name) %>
-      <div class="w-full flex items-center justify-center">
-        <%= svg_icon('check', class: "aspect-square #{area['w'] > area['h'] ? '!w-auto !h-full' : '!w-full !h-auto'}") %>
-      </div>
+    <% if (option = field['options']&.find { |o| o['uuid'] == area['option_uuid'] }) %>
+      <% option_name = option['value'].presence || "Option #{field['options'].index(option) + 1}" %>
+      <% if Array.wrap(value).include?(option_name) %>
+        <div class="w-full flex items-center justify-center">
+          <%= svg_icon('check', class: "aspect-square #{area['w'] > area['h'] ? '!w-auto !h-full' : '!w-full !h-auto'}") %>
+        </div>
+      <% end %>
     <% end %>
   <% elsif field['type'] == 'cells' && area['cell_w'].to_f > 0.0 %>
     <% cell_width = area['cell_w'] / area['w'] * 100 %>

app/views/submissions/new.html.erb

@@ -1,6 +1,8 @@
 <% require_phone_2fa = @template.preferences['require_phone_2fa'] == true %>
+<% require_email_2fa = @template.preferences['require_email_2fa'] == true %>
 <% prefillable_fields = @template.fields.select { |f| f['prefillable'] } %>
-<% only_detailed = require_phone_2fa || prefillable_fields.present? %>
+<% recipient_form_fields = Accounts.load_recipient_form_fields(current_account) if prefillable_fields.blank? %>
+<% only_detailed = require_phone_2fa || require_email_2fa || prefillable_fields.present? || recipient_form_fields.present? %>
 <%= render 'shared/turbo_modal_large', title: params[:selfsign] ? t('add_recipients') : t('add_new_recipients') do %>
   <% options = [only_detailed ? nil : [t('via_email'), 'email'], only_detailed ? nil : [t('via_phone'), 'phone'], [t('detailed'), 'detailed'], [t('upload_list'), 'list']].compact %>
   <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center px-2 mt-4 block">
@@ -25,7 +27,7 @@
       </div>
     <% end %>
     <div id="detailed" class="<%= 'hidden' unless only_detailed %>">
-      <%= render 'detailed_form', template: @template, require_phone_2fa:, prefillable_fields: %>
+      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields: %>
     </div>
     <div id="list" class="hidden">
       <%= render 'list_form', template: @template %>

app/views/submissions/show.html.erb

@@ -4,7 +4,7 @@
 <% font_scale = 1040.0 / PdfUtils::US_LETTER_W %>
 <% configs = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SIGNATURE_ID_REASON_KEY]) %>
 <% with_signature_id = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true %>
-<% is_combined_enabled = configs.find { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }&.value == true %>
+<% is_combined_enabled = configs.find { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }&.value == true && !@submission.template_fields&.any? { |f| f['type'] == 'verification' } %>
 <% with_submitter_timezone = configs.find { |e| e.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true %>
 <% with_signature_id_reason = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false %>
 <div style="max-width: 1600px" class="mx-auto pl-4">
@@ -93,8 +93,10 @@
       <div class="pr-3.5 pl-0.5">
         <% fields_index = Templates.build_field_areas_index(@submission.template_fields || @submission.template.fields) %>
         <% submitters_index = @submission.submitters.index_by(&:uuid) %>
+        <% submitters_order_index = nil %>
         <% attachments_index = ActiveStorage::Attachment.where(record: @submission.submitters, name: :attachments).preload(:blob).index_by(&:uuid) %>
         <% page_blob_struct = Struct.new(:url, :metadata, keyword_init: true) %>
+        <% bg_classes = %w[bg-red-100 bg-sky-100 bg-emerald-100 bg-yellow-100 bg-purple-100 bg-pink-100 bg-cyan-100 bg-orange-100 bg-lime-100 bg-indigo-100] %>
         <% schema.each do |item| %>
           <% document = @submission.schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
@@ -111,19 +113,29 @@
                 <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
                   <% value = values[field['uuid']].presence || (field['default_value'] != '{{date}}' && field['readonly'] == true && field['conditions'].blank? && field['default_value'].present? ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
                   <% value ||= field['default_value'] if field['type'] == 'heading' %>
-                  <% next if value.blank? %>
                   <% submitter = submitters_index[field['submitter_uuid']] %>
-                  <% if (mask = field.dig('preferences', 'mask').presence) && signed_in? && can?(:read, @submission) %>
-                    <span class="group">
-                      <span class="hidden group-hover:inline">
-                        <%= render 'submissions/value', font_scale:, area:, field:, attachments_index:, value:, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id: %>
+                  <% if value.present? %>
+                    <% if (mask = field.dig('preferences', 'mask').presence) && signed_in? && can?(:read, @submission) %>
+                      <span class="group">
+                        <span class="hidden group-hover:inline">
+                          <%= render 'submissions/value', font_scale:, area:, field:, attachments_index:, value:, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id: %>
+                        </span>
+                        <span class="group-hover:hidden">
+                          <%= render 'submissions/value', font_scale:, area:, field:, attachments_index:, value: Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', '), locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id: %>
+                        </span>
                       </span>
-                      <span class="group-hover:hidden">
-                        <%= render 'submissions/value', font_scale:, area:, field:, attachments_index:, value: Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', '), locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id: %>
-                      </span>
-                    </span>
-                  <% else %>
-                    <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id:, with_submitter_timezone:, with_signature_id_reason: %>
+                    <% else %>
+                      <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id:, with_submitter_timezone:, with_signature_id_reason: %>
+                    <% end %>
+                  <% elsif field['readonly'] != true && submitter && !submitter.completed_at? %>
+                    <% submitters_order_index ||= (@submission.template_submitters || @submission.template.submitters).each_with_index.to_h { |s, i| [s['uuid'], i] } %>
+                    <% submitter_index = submitters_order_index[submitter.uuid] %>
+                    <% bg_class = bg_classes[submitter_index % bg_classes.size] %>
+                    <div class="absolute overflow-visible" style="width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%;">
+                      <div class="flex h-full w-full bg-opacity-80 justify-center items-center <%= bg_class %>">
+                        <%= svg_icon(SubmissionsController::FIELD_ICONS[field['type']], class: 'max-h-10 w-full h-full stroke-2 opacity-50') %>
+                      </div>
+                    </div>
                   <% end %>
                 <% end %>
               </div>
@@ -250,7 +262,7 @@
                   <div class="w-full bg-base-300 py-1">
                     <img class="object-contain mx-auto" style="max-height: <%= field['type'] == 'signature' ? 100 : 50 %>px" height="<%= attachments_index[value].metadata['height'] %>" width="<%= attachments_index[value].metadata['width'] %>" src="<%= attachments_index[value].url %>" loading="lazy">
                   </div>
-                <% elsif field['type'].in?(['image', 'stamp']) && attachments_index[value].image? %>
+                <% elsif field['type'].in?(['image', 'stamp', 'kba']) && attachments_index[value].image? %>
                   <img class="object-contain mx-auto max-h-28" style="max-height: 200px" height="<%= attachments_index[value].metadata['height'] %>" width="<%= attachments_index[value].metadata['width'] %>" src="<%= attachments_index[value].url %>" loading="lazy">
                 <% elsif field['type'].in?(['file', 'payment', 'image']) %>
                   <div class="flex flex-col justify-center">

app/views/submit_form/_submission_form.html.erb

@@ -2,4 +2,4 @@
 <% data_fields = Submissions.filtered_conditions_fields(submitter).to_json %>
 <% invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
 <% optional_invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['optional_invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
-<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template&.preferences&.dig('completed_redirect_url') %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template&.preferences&.dig('completed_message') || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-optional-invite-submitters="<%= optional_invite_submitters %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-field-labels="<%= configs[:with_field_labels] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template&.preferences&.dig('completed_redirect_url') %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template&.preferences&.dig('completed_message') || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-optional-invite-submitters="<%= optional_invite_submitters %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>

app/views/submit_form/email_2fa.html.erb

@@ -0,0 +1,72 @@
+<% content_for(:html_title, "#{@submitter.submission.name || @submitter.submission.template.name} | DocuSeal") %>
+<% I18n.with_locale(@submitter.account.locale) do %>
+  <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @submitter.account.name)) %>
+<% end %>
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
+  <div class="space-y-6 mx-auto">
+    <div class="space-y-6">
+      <div class="flex items-center justify-center">
+        <%= render 'start_form/banner' %>
+      </div>
+      <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">
+        <div class="flex items-center">
+          <div class="mr-3">
+            <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
+          </div>
+          <div>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
+            <% last_submitter = @submitter.submission.submitters.completed.order(:completed_at).last %>
+            <% if last_submitter %>
+              <p dir="auto" class="text-sm">
+                <%= t(last_submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(last_submitter.completed_at.to_date, format: :long)) %>
+              </p>
+            <% end %>
+          </div>
+        </div>
+      </div>
+    </div>
+    <% if @submitter.email.present? %>
+      <div>
+        <%= t('the_sender_has_requested_a_two_factor_authentication_via_one_time_password_sent_to_your_email_html', email: TextUtils.mask_email(@submitter.email, 2)) %>
+      </div>
+      <% if params[:status] == 'sent' || params[:status] == 'error' %>
+        <%= form_for '', url: submit_form_email_2fa_path, method: :post, html: { class: 'space-y-4', id: 'code_form' } do |f| %>
+          <div dir="auto" class="form-control !mt-0">
+            <%= f.hidden_field :submitter_slug, value: @submitter.slug %>
+            <%= f.text_field :one_time_code, required: true, class: 'base-input text-center', placeholder: 'XXX-XXX' %>
+            <div class="flex justify-between items-center mt-1">
+              <span>
+                <% if flash[:alert] %>
+                  <span class="text-red-500">
+                    <%= flash[:alert] %>
+                  </span>
+                <% end %>
+                <% if flash[:notice] %>
+                  <%= flash[:notice] %>
+                <% end %>
+              </span>
+              <span>
+                <label for="resend_code" id="resend_label" class="link"><%= t(:re_send_email) %></label>
+              </span>
+            </div>
+          </div>
+          <toggle-submit dir="auto" class="form-control">
+            <%= f.button button_title(title: t('submit')), class: 'base-button' %>
+          </toggle-submit>
+        <% end %>
+        <%= button_to t(:re_send_email), submit_form_email_2fa_path, params: { submitter_slug: @submitter.slug, resend: true }, method: :put, id: 'resend_code', class: 'hidden' %>
+      <% else %>
+        <% if params[:t] %>
+          <fetch-form data-onload="true">
+            <%= button_to '', api_submitter_email_clicks_path, params: { submitter_slug: @submitter.slug, t: params[:t] }, method: :post, class: 'hidden' %>
+          </fetch-form>
+        <% end %>
+        <toggle-submit dir="auto" class="form-control">
+          <%= button_to button_title(title: t('send_verification_code')), submit_form_email_2fa_path, params: { submitter_slug: @submitter.slug }, method: :put, class: 'base-button w-full' %>
+        </toggle-submit>
+      <% end %>
+    <% else %>
+      <div><%= t('please_contact_the_requester_to_specify_your_email_for_two_factor_authentication') %></div>
+    <% end %>
+  </div>
+</div>

app/views/submitter_mailer/otp_verification_email.html.erb

@@ -0,0 +1,3 @@
+<p><%= t('your_verification_code_to_access_the_name', name: @submitter.submission.name || @submitter.submission.template.name) %></p>
+<p><b><%= @otp_code %></b></p>
+<p><%= t('please_reply_to_this_email_if_you_didnt_request_this') %></p>

app/views/templates_preferences/_submitter_completed_email_form.html.erb

@@ -0,0 +1,70 @@
+<div id="<%= AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY %>_form">
+  <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
+  <% template_email_preferences_values = @template.preferences.values_at('completed_notification_email_subject', 'completed_notification_email_body').compact_blank.presence %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% if is_custom_template_email %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_completed_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_completed_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
+    <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body']) do |ff| %>
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
+          <% if is_custom_template_email %>
+            <label for="submitter_completed_email_reset_link" class="label underline">
+              <%= t('reset_default') %>
+            </label>
+          <% end %>
+        </div>
+        <%= ff.text_field :completed_notification_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <div class="flex items-center">
+          <%= ff.label :completed_notification_email_body, t('email_body'), class: 'label' %>
+          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+          </span>
+        </div>
+        <autoresize-textarea>
+          <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
+        </autoresize-textarea>
+      </div>
+    <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
+    <%= f.fields_for :preferences, Struct.new(:completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_documents_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :completed_notification_email_attach_documents, { checked: ff.object.completed_notification_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_audit_log_pdf_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+        <span>
+          <%= t('send_emails_automatically_on_completion') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+    <% end %>
+  <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_completed_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
+</div>

app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb

@@ -0,0 +1,75 @@
+<div id="<%= AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY %>_form">
+  <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
+  <% template_email_preferences_values = @template.preferences.values_at('documents_copy_email_subject', 'documents_copy_email_body').compact_blank.presence %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% if is_custom_template_email %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_documents_copy_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_documents_copy_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
+    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body']) do |ff| %>
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
+          <% if is_custom_template_email %>
+            <label for="submitter_documents_copy_email_reset_link" class="label underline">
+              <%= t('reset_default') %>
+            </label>
+          <% end %>
+        </div>
+        <%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <div class="flex items-center">
+          <%= ff.label :documents_copy_email_body, t('email_body'), class: 'label' %>
+          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+          </span>
+        </div>
+        <autoresize-textarea>
+          <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
+        </autoresize-textarea>
+      </div>
+      <% if can?(:manage, :reply_to) %>
+        <div class="form-control">
+          <%= ff.label :documents_copy_email_reply_to, t('reply_to'), class: 'label' %>
+          <%= ff.email_field :documents_copy_email_reply_to, class: 'base-input', dir: 'auto', placeholder: t(:email) %>
+        </div>
+      <% end %>
+    <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_documents_copy_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_documents_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :documents_copy_email_attach_documents, { checked: ff.object.documents_copy_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_audit_log_pdf_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :documents_copy_email_attach_audit, { checked: ff.object.documents_copy_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+        <span>
+          <%= t('send_emails_automatically_on_completion') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :documents_copy_email_enabled, { checked: ff.object.documents_copy_email_enabled != false && configs['enabled'] != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+    <% end %>
+  <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_documents_copy_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
+</div>

app/views/templates_preferences/_submitter_invitation_email_form.html.erb

@@ -0,0 +1,110 @@
+<div id="<%= AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY %>_form">
+  <% template_email_preferences_values = @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank %>
+  <% default_template_email_preferences_values = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body') %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% multiple_submitters = @template.submitters.size > 1 && @template.submitters.size < 5 %>
+  <% if is_custom_template_email || @template.preferences['submitters'].to_a.any? %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_invitation_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_invitation_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
+    <%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
+    <div class="peer-checked:hidden">
+      <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(template_email_preferences_values.presence || default_template_email_preferences_values)) do |ff| %>
+        <div class="form-control">
+          <div class="flex justify-between">
+            <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
+            <% if is_custom_template_email %>
+              <label for="submitter_invitation_email_reset_link" class="label underline">
+                <%= t('reset_default') %>
+              </label>
+            <% elsif multiple_submitters %>
+              <label for="request_email_per_submitter" class="label underline">
+                <%= t('edit_per_party') %>
+              </label>
+            <% end %>
+          </div>
+          <%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+        </div>
+        <div class="form-control">
+          <div class="flex items-center">
+            <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
+          <autoresize-textarea>
+            <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
+          </autoresize-textarea>
+        </div>
+      <% end %>
+    </div>
+    <% if multiple_submitters %>
+      <div class="hidden peer-checked:block">
+        <% options = @template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
+        <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
+          <ul class="tabs w-full flex flex-nowrap mb-2">
+            <% options.each_with_index do |(label, val), index| %>
+              <div class="w-full">
+                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
+                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
+              </div>
+            <% end %>
+          </ul>
+        </toggle-visible>
+        <%= f.fields_for :preferences do |ff| %>
+          <% @template.submitters.each_with_index do |submitter, index| %>
+            <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
+              <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
+              <% submitter_email_preferences_values = submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence %>
+              <%= ff.fields_for :submitters, Struct.new(:request_email_subject, :request_email_body).new(*(submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || template_email_preferences_values.presence || default_template_email_preferences_values)), index: nil do |fff| %>
+                <%= fff.hidden_field :uuid, value: submitter['uuid'] %>
+                <div class="form-control">
+                  <div class="flex justify-between">
+                    <%= fff.label :request_email_subject, t('email_subject'), class: 'label' %>
+                    <% if submitter_email_preferences_values.present? %>
+                      <label for="submitter_invitation_email_reset_link" class="label underline">
+                        <%= t('reset_default') %>
+                      </label>
+                    <% end %>
+                  </div>
+                  <%= fff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+                </div>
+                <div class="form-control">
+                  <div class="flex items-center">
+                    <%= fff.label :request_email_body, t('email_body'), class: 'label' %>
+                    <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                      <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                    </span>
+                  </div>
+                  <autoresize-textarea>
+                    <%= fff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+                  </autoresize-textarea>
+                </div>
+              <% end %>
+            </div>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
+    <%= f.fields_for :preferences, Struct.new(:request_email_enabled).new(@template.preferences['request_email_enabled']) do |ff| %>
+      <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+        <span>
+          <%= t('send_signature_request_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :request_email_enabled, { checked: ff.object.request_email_enabled != false, class: 'toggle' }, 'true', 'false' %>
+        </submit-form>
+      </div>
+    <% end %>
+  <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_invitation_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
+</div>

app/views/templates_preferences/show.html.erb

@@ -67,7 +67,7 @@
         <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
           <toggle-on-submit data-element-id="form_saved_alert"></toggle-on-submit>
           <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
-          <%= f.fields_for :preferences, Struct.new(:completed_redirect_url, :completed_message, :require_phone_2fa).new(@template.preferences['completed_redirect_url'].presence, Struct.new(:title, :body).new(*(@template.preferences['completed_message'] || {}).values_at('title', 'body')), @template.preferences['require_phone_2fa'] == true) do |ff| %>
+          <%= f.fields_for :preferences, Struct.new(:completed_redirect_url, :completed_message, :require_phone_2fa, :require_email_2fa).new(@template.preferences['completed_redirect_url'].presence, Struct.new(:title, :body).new(*(@template.preferences['completed_message'] || {}).values_at('title', 'body')), @template.preferences['require_phone_2fa'] == true, @template.preferences['require_email_2fa'] == true) do |ff| %>
             <div class="form-control mb-2">
               <%= ff.label :completed_redirect_url, t('redirect_on_completion_url'), class: 'label' %>
               <%= ff.url_field :completed_redirect_url, required: false, class: 'base-input', dir: 'auto' %>
@@ -81,6 +81,14 @@
               </div>
             <% end %>
             <%= render 'templates_preferences/form_fields', ff: %>
+            <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+              <span>
+                <%= t('require_email_2fa_to_open') %>
+              </span>
+              <submit-form data-on="change" class="flex">
+                <%= ff.check_box :require_email_2fa, { checked: ff.object.require_email_2fa == true, class: 'toggle' }, 'true', 'false' %>
+              </submit-form>
+            </div>
           <% end %>
           <div class="form-control pt-2">
             <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
@@ -98,157 +106,17 @@
           <%= t('signature_request_email') %>
         </div>
         <div class="collapse-content">
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
-            <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
-            <%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
-            <div class="peer-checked:hidden">
-              <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
-                <div class="form-control">
-                  <div class="flex justify-between">
-                    <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
-                    <% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
-                      <label for="request_email_per_submitter" class="label underline">
-                        <%= t('edit_per_party') %>
-                      </label>
-                    <% end %>
-                  </div>
-                  <%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-                </div>
-                <div class="form-control">
-                  <div class="flex items-center">
-                    <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
-                    <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                      <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                    </span>
-                  </div>
-                  <autoresize-textarea>
-                    <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                  </autoresize-textarea>
-                </div>
-              <% end %>
-            </div>
-            <% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
-              <div class="hidden peer-checked:block">
-                <% options = @template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
-                <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-                  <ul class="tabs w-full flex flex-nowrap mb-2">
-                    <% options.each_with_index do |(label, val), index| %>
-                      <div class="w-full">
-                        <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                        <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
-                      </div>
-                    <% end %>
-                  </ul>
-                </toggle-visible>
-                <%= f.fields_for :preferences do |ff| %>
-                  <% @template.submitters.each_with_index do |submitter, index| %>
-                    <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
-                      <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
-                      <%= ff.fields_for :submitters, Struct.new(:request_email_subject, :request_email_body).new(*(submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))), index: nil do |fff| %>
-                        <%= fff.hidden_field :uuid, value: submitter['uuid'] %>
-                        <div class="form-control">
-                          <%= fff.label :request_email_subject, t('email_subject'), class: 'label' %>
-                          <%= fff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-                        </div>
-                        <div class="form-control">
-                          <div class="flex items-center">
-                            <%= fff.label :request_email_body, t('email_body'), class: 'label' %>
-                            <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                            </span>
-                          </div>
-                          <autoresize-textarea>
-                            <%= fff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                          </autoresize-textarea>
-                        </div>
-                      <% end %>
-                    </div>
-                  <% end %>
-                <% end %>
-              </div>
-            <% end %>
-            <%= f.fields_for :preferences, Struct.new(:request_email_enabled).new(@template.preferences['request_email_enabled']) do |ff| %>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
-                <span>
-                  <%= 'Send signature request email' %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :request_email_enabled, { checked: ff.object.request_email_enabled != false, class: 'toggle' }, 'true', 'false' %>
-                </submit-form>
-              </div>
-            <% end %>
-            <div class="form-control pt-2">
-              <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-              <div class="flex justify-center">
-                <span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-              </div>
-            </div>
-          <% end %>
+          <%= render 'templates_preferences/submitter_invitation_email_form' %>
         </div>
       </div>
+      <%= render 'templates_preferences/submitter_invitation_reminder_email_collapse' %>
       <div class="collapse collapse-arrow join-item border border-base-300">
         <input type="checkbox" name="accordion">
         <div class="collapse-title text-xl font-medium">
           <%= t('documents_copy_email') %>
         </div>
         <div class="collapse-content">
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
-            <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
-            <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
-            <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
-              <div class="form-control">
-                <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
-                <%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :documents_copy_email_body, t('email_body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
-                </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                </autoresize-textarea>
-              </div>
-              <% if can?(:manage, :reply_to) %>
-                <div class="form-control">
-                  <%= ff.label :documents_copy_email_reply_to, t('reply_to'), class: 'label' %>
-                  <%= ff.email_field :documents_copy_email_reply_to, class: 'base-input', dir: 'auto', placeholder: t(:email) %>
-                </div>
-              <% end %>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_documents_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :documents_copy_email_attach_documents, { checked: ff.object.documents_copy_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_audit_log_pdf_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :documents_copy_email_attach_audit, { checked: ff.object.documents_copy_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
-                <span>
-                  <%= t('send_emails_automatically_on_completion') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :documents_copy_email_enabled, { checked: ff.object.documents_copy_email_enabled != false && configs['enabled'] != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-            <% end %>
-            <div class="form-control pt-2">
-              <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-              <div class="flex justify-center">
-                <span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-              </div>
-            </div>
-          <% end %>
+          <%= render 'templates_preferences/submitter_documents_copy_email_form' %>
         </div>
       </div>
       <div class="collapse collapse-arrow join-item border border-base-300">
@@ -257,57 +125,7 @@
           <%= t('completed_notification_email') %>
         </div>
         <div class="collapse-content">
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
-            <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
-            <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
-            <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body, :completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body'], @template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
-              <div class="form-control">
-                <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
-                <%= ff.text_field :completed_notification_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :completed_notification_email_body, t('email_body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
-                </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                </autoresize-textarea>
-              </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_documents_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :completed_notification_email_attach_documents, { checked: ff.object.completed_notification_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_audit_log_pdf_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
-                <span>
-                  <%= t('send_emails_automatically_on_completion') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-            <% end %>
-            <div class="form-control pt-2">
-              <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-              <div class="flex justify-center">
-                <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-              </div>
-            </div>
-          <% end %>
+          <%= render 'templates_preferences/submitter_completed_email_form' %>
         </div>
       </div>
     </div>
@@ -359,9 +177,9 @@
             <span>
               <%= t('share_template_with_test_mode') %>
             </span>
-             <submit-form data-on="change" class="flex">
-               <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: current_account.testing_accounts) %>
-             </submit-form>
+            <submit-form data-on="change" class="flex">
+              <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: current_account.testing_accounts) %>
+            </submit-form>
           </div>
         <% end %>
         <div class="mb-4">

app/views/templates_share_link/show.html.erb

@@ -3,12 +3,19 @@
 <%= render 'shared/turbo_modal_large', title: t('share_link') do %>
   <div class="mt-2 mb-4 px-5">
     <%= form_for @template, url: template_share_link_path(@template), method: :post, html: { id: 'shared_link_form', autocomplete: 'off', class: 'mt-3' }, data: { close_on_submit: false } do |f| %>
-      <label for="template_shared_link" class="flex items-center my-4 justify-between gap-1 alert bg-base-100 border-base-300">
-        <span><%= t('enable_shared_link') %></span>
-        <submit-form data-on="change" class="flex">
-          <%= f.check_box :shared_link, { disabled: !can?(:update, @template), class: 'toggle' }, 'true', 'false' %>
-        </submit-form>
-      </label>
+      <% if @template.preferences&.dig('require_email_2fa') || @template.preferences&.dig('require_phone_2fa') %>
+        <label for="template_shared_link" class="tooltip tooltip-bottom flex items-center my-4 justify-between gap-1 alert bg-base-100 border-base-300" data-tip="<%= t(:templates_that_require_email_or_phone_2fa_cannot_be_used_via_a_shared_link) %>">
+          <span><%= t('enable_shared_link') %></span>
+          <%= check_box_tag 'shared_link', 'true', false, disabled: true, class: 'toggle' %>
+        </label>
+      <% else %>
+        <label for="template_shared_link" class="flex items-center my-4 justify-between gap-1 alert bg-base-100 border-base-300">
+          <span><%= t('enable_shared_link') %></span>
+          <submit-form data-on="change" class="flex">
+            <%= f.check_box :shared_link, { disabled: !can?(:update, @template), class: 'toggle' }, 'true', 'false' %>
+          </submit-form>
+        </label>
+      <% end %>
       <div class="flex gap-2 mt-3">
         <input id="embedding_url" type="text" value="<%= start_form_url(slug: @template.slug) %>" class="base-input w-full" autocomplete="off" readonly>
         <check-on-click data-element-id="template_shared_link">
@@ -31,48 +38,50 @@
         </div>
       </div>
     <% end %>
-    <div class="collapse collapse-arrow join-item mt-4">
-      <input id="accordion_checkbox" type="checkbox" name="accordion" class="min-h-0">
-      <div class="collapse-title min-h-0 after:!right-3 p-1">
-        <%= t('advanced_settings') %>
-      </div>
-      <div class="collapse-content !p-0">
-        <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-4 pt-4 border-t border-base-300' }, data: { close_on_submit: false } do |f| %>
-          <% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
-          <label class="pl-1"><%= t('link_form_fields') %></label>
-          <required-checkbox-group class="flex flex-col md:flex-row items-center gap-2 w-full mt-2">
-            <% %w[name email phone].each do |field| %>
-              <%= label_tag "link_form_fields_#{field}", t(field), class: 'relative flex w-full md:w-1/3 items-center h-14 border-base-300 py-3.5 border rounded-xl' do %>
-                <%= check_box_tag 'template[preferences][link_form_fields][]', field, link_form_fields.include?(field), class: 'absolute !animate-none checkbox left-3', id: "link_form_fields_#{field}" %>
-                <span class="font-medium w-full text-center"><%= t(field) %></span>
+    <% if @template.preferences&.dig('require_email_2fa') != true && @template.preferences&.dig('require_phone_2fa') != true %>
+      <div class="collapse collapse-arrow join-item mt-4">
+        <input id="accordion_checkbox" type="checkbox" name="accordion" class="min-h-0">
+        <div class="collapse-title min-h-0 after:!right-3 p-1">
+          <%= t('advanced_settings') %>
+        </div>
+        <div class="collapse-content !p-0">
+          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-4 pt-4 border-t border-base-300' }, data: { close_on_submit: false } do |f| %>
+            <% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
+            <label class="pl-1"><%= t('link_form_fields') %></label>
+            <required-checkbox-group class="flex flex-col md:flex-row items-center gap-2 w-full mt-2">
+              <% %w[name email phone].each do |field| %>
+                <%= label_tag "link_form_fields_#{field}", t(field), class: 'relative flex w-full md:w-1/3 items-center h-14 border-base-300 py-3.5 border rounded-xl' do %>
+                  <%= check_box_tag 'template[preferences][link_form_fields][]', field, link_form_fields.include?(field), class: 'absolute !animate-none checkbox left-3', id: "link_form_fields_#{field}" %>
+                  <span class="font-medium w-full text-center"><%= t(field) %></span>
+                <% end %>
+              <% end %>
+            </required-checkbox-group>
+          <% end %>
+          <% if multiple_submitters && enough_defined_submitters %>
+            <div class="collapse collapse-arrow join-item border border-base-300 mt-4">
+              <input type="checkbox" name="accordion" class="min-h-0">
+              <div class="collapse-title py-4 min-h-0">
+                <%= t('default_parties') %>
+              </div>
+              <div class="collapse-content !pb-0">
+                <%= render 'templates_preferences/recipients', template: @template, close_on_submit: false, with_toggles: false, with_submission_requester: false %>
+              </div>
+            </div>
+          <% end %>
+          <% if Docuseal.multitenant? || Accounts.can_send_emails?(current_account) %>
+            <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-4' }, data: { close_on_submit: false } do |f| %>
+              <%= f.fields_for :preferences, Struct.new(:shared_link_2fa).new(@template.preferences['shared_link_2fa'] == true) do |ff| %>
+                <label for="template_preferences_shared_link_2fa" class="flex items-center mt-4 h-14 justify-between gap-1 alert bg-base-100 border-base-300">
+                  <span><%= t('request_email_otp_verification_with_shared_link') %></span>
+                  <submit-form data-on="change" class="flex">
+                    <%= ff.check_box :shared_link_2fa, { checked: ff.object.shared_link_2fa == true, disabled: !can?(:update, @template), class: 'toggle' }, 'true', 'false' %>
+                  </submit-form>
+                </label>
               <% end %>
             <% end %>
-          </required-checkbox-group>
-        <% end %>
-        <% if multiple_submitters && enough_defined_submitters %>
-          <div class="collapse collapse-arrow join-item border border-base-300 mt-4">
-            <input type="checkbox" name="accordion" class="min-h-0">
-            <div class="collapse-title py-4 min-h-0">
-              <%= t('default_parties') %>
-            </div>
-            <div class="collapse-content !pb-0">
-              <%= render 'templates_preferences/recipients', template: @template, close_on_submit: false, with_toggles: false, with_submission_requester: false %>
-            </div>
-          </div>
-        <% end %>
-        <% if Docuseal.multitenant? || Accounts.can_send_emails?(current_account) %>
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-4' }, data: { close_on_submit: false } do |f| %>
-            <%= f.fields_for :preferences, Struct.new(:shared_link_2fa).new(@template.preferences['shared_link_2fa'] == true) do |ff| %>
-              <label for="template_preferences_shared_link_2fa" class="flex items-center mt-4 h-14 justify-between gap-1 alert bg-base-100 border-base-300">
-                <span><%= t('request_email_otp_verification_with_shared_link') %></span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :shared_link_2fa, { checked: ff.object.shared_link_2fa == true, disabled: !can?(:update, @template), class: 'toggle' }, 'true', 'false' %>
-                </submit-form>
-              </label>
-            <% end %>
           <% end %>
-        <% end %>
+        </div>
       </div>
     </div>
-  </div>
+  <% end %>
 <% end %>