Merge from docusealco/wip

Gemfile.lock

@@ -144,7 +144,7 @@ GEM
     cldr-plurals-runtime-rb (1.1.0)
     cmdparse (3.0.7)
     coderay (1.1.3)
-    concurrent-ruby (1.3.6)
+    concurrent-ruby (1.3.7)
     connection_pool (3.0.2)
     crack (1.0.1)
       bigdecimal
@@ -195,13 +195,13 @@ GEM
       railties (>= 6.1.0)
     faker (3.6.1)
       i18n (>= 1.8.11, < 2)
-    faraday (2.14.2)
+    faraday (2.14.3)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
     faraday-follow_redirects (0.5.0)
       faraday (>= 1, < 3)
-    faraday-net_http (3.4.2)
+    faraday-net_http (3.4.4)
       net-http (~> 0.5)
     ferrum (0.17.2)
       addressable (~> 2.5)
@@ -323,15 +323,15 @@ GEM
     net-smtp (0.5.1)
       net-protocol
     nio4r (2.7.5)
-    nokogiri (1.19.3-aarch64-linux-gnu)
+    nokogiri (1.19.4-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.19.3-aarch64-linux-musl)
+    nokogiri (1.19.4-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.19.3-arm64-darwin)
+    nokogiri (1.19.4-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.19.3-x86_64-linux-gnu)
+    nokogiri (1.19.4-x86_64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.19.3-x86_64-linux-musl)
+    nokogiri (1.19.4-x86_64-linux-musl)
       racc (~> 1.4)
     numo-narray-alt (0.10.3)
     onnxruntime (0.10.1-aarch64-linux)

app/controllers/api/submissions_controller.rb

@@ -2,6 +2,10 @@
 
 module Api
   class SubmissionsController < ApiBaseController
+    SUBMISSION_COLUMNS = %i[id name slug source submitters_order expire_at created_at updated_at
+                            archived_at variables template_id template_submitters created_by_user_id].freeze
+    TEMPLATE_COLUMNS = %i[id name external_id created_at updated_at folder_id submitters].freeze
+
     load_and_authorize_resource :template, only: :create
     load_and_authorize_resource :submission, only: %i[show index destroy]
 
@@ -13,10 +17,22 @@ module Api
       submissions = Submissions.search(current_user, @submissions, params[:q])
       submissions = filter_submissions(submissions, params)
 
-      submissions = paginate(submissions.preload(:created_by_user, :submitters,
-                                                 template: { folder: :parent_folder },
-                                                 combined_document_attachment: :blob,
-                                                 audit_trail_attachment: :blob))
+      with_fields = params[:include].to_s.include?('fields') || params[:include].to_s.include?('combined_document_url')
+
+      submissions = paginate(
+        submissions.select(with_fields ? nil : SUBMISSION_COLUMNS)
+                   .preload(:created_by_user, :submitters, combined_document_attachment: :blob,
+                                                           audit_trail_attachment: :blob)
+      )
+
+      ActiveRecord::Associations::Preloader.new(
+        records: submissions,
+        associations: :template,
+        scope: with_fields ? nil : Template.select(TEMPLATE_COLUMNS)
+      ).call
+
+      ActiveRecord::Associations::Preloader.new(records: submissions.filter_map(&:template),
+                                                associations: { folder: :parent_folder }).call
 
       expires_at = Accounts.link_expires_at(current_account)
 

app/controllers/api/submitters_controller.rb

@@ -104,7 +104,7 @@ module Api
 
     private
 
-    def maybe_filder_by_completed_at(submitters, params)
+    def maybe_filter_by_completed_at(submitters, params)
       if params[:completed_after].present?
         submitters = submitters.where(completed_at: Time.zone.parse(params[:completed_after])..)
       end
@@ -177,7 +177,7 @@ module Api
         submitters = submitters.joins(:submission).where(submissions: { template_id: params[:template_id] })
       end
 
-      maybe_filder_by_completed_at(submitters, params)
+      maybe_filter_by_completed_at(submitters, params)
     end
 
     def assign_external_id(submitter, attrs)

app/controllers/api/templates_controller.rb

@@ -48,7 +48,7 @@ module Api
 
       archived = params.key?(:archived) ? params[:archived] : params.dig(:template, :archived)
 
-      if archived.in?([true, false])
+      if archived.in?([true, false]) && current_ability.can?(:destroy, @template)
         @template.archived_at = archived == true ? Time.current : nil
       end
 
@@ -57,7 +57,10 @@ module Api
       SearchEntries.enqueue_reindex(@template)
 
       WebhookUrls.enqueue_events(@template, 'template.updated')
-      WebhookUrls.enqueue_events(@template, 'template.archived') if archived == true
+
+      if @template.saved_change_to_archived_at? && @template.archived_at?
+        WebhookUrls.enqueue_events(@template, 'template.archived')
+      end
 
       render json: @template.as_json(only: %i[id updated_at])
     end

app/controllers/submissions_archived_controller.rb

@@ -7,7 +7,7 @@ class SubmissionsArchivedController < ApplicationController
     @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
-                               .preload(:template_accesses, :created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user)
 
     @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
@@ -18,6 +18,15 @@ class SubmissionsArchivedController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
+
+    template_scope = @submissions.all?(&:template_submitters) ? Template.select_for_list : nil
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions,
+                                              associations: :template,
+                                              scope: template_scope).call
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions.filter_map(&:template),
+                                              associations: :author).call
   end
 end

app/controllers/submissions_controller.rb

@@ -1,9 +1,7 @@
 # frozen_string_literal: true
 
 class SubmissionsController < ApplicationController
-  before_action :load_template, only: %i[new create]
-  authorize_resource :template, only: %i[new create]
-
+  load_and_authorize_resource :template, only: %i[new create]
   load_and_authorize_resource :submission, only: %i[show destroy]
 
   prepend_before_action :maybe_redirect_com, only: %i[show]
@@ -113,8 +111,4 @@ class SubmissionsController < ApplicationController
   def submissions_params
     params.permit(submission: { submitters: [:uuid, :email, :phone, :name, { values: {} }] })
   end
-
-  def load_template
-    @template = Template.accessible_by(current_ability).find(params[:template_id])
-  end
 end

app/controllers/submissions_dashboard_controller.rb

@@ -8,7 +8,7 @@ class SubmissionsDashboardController < ApplicationController
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
-                               .preload(:template_accesses, :created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user)
 
     @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
@@ -19,6 +19,15 @@ class SubmissionsDashboardController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
+
+    template_scope = @submissions.all?(&:template_submitters) ? Template.select_for_list : nil
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions,
+                                              associations: :template,
+                                              scope: template_scope).call
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions.filter_map(&:template),
+                                              associations: :author).call
   end
 end

app/controllers/template_folders_controller.rb

@@ -30,9 +30,11 @@ class TemplateFoldersController < ApplicationController
           (@template_folders.size < 7 ? 9 : 6)
         end
 
-      @pagy, @templates = pagy_auto(@templates, limit:)
+      @pagy, @templates = pagy_auto(@templates.select_for_list, limit:)
 
-      load_related_submissions if params[:q].present? && @templates.blank?
+      if params[:q].present? && @templates.blank?
+        @related_submissions_pagy, @related_submissions = load_related_submissions(@template_folder)
+      end
     else
       @pagy, @template_folders = pagy(@template_folders, limit: FOLDERS_PER_PAGE)
 
@@ -55,11 +57,10 @@ class TemplateFoldersController < ApplicationController
 
   def selected_order
     @selected_order ||=
-      if cookies.permanent[:dashboard_templates_order].blank? ||
-         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
+      if can?(:manage, :countless)
         'created_at'
       else
-        cookies.permanent[:dashboard_templates_order]
+        cookies.permanent[:dashboard_templates_order].presence || 'created_at'
       end
   end
 
@@ -67,20 +68,20 @@ class TemplateFoldersController < ApplicationController
     params.require(:template_folder).permit(:name)
   end
 
-  def load_related_submissions
-    @related_submissions =
+  def load_related_submissions(template_folder)
+    related_submissions =
       Submission.accessible_by(current_ability)
                 .where(archived_at: nil)
                 .where(template_id: current_account.templates.active
-                                                   .where(folder: [@template_folder, *@template_folder.subfolders])
+                                                   .where(folder: [template_folder, *template_folder.subfolders])
                                                    .select(:id))
                 .preload(:template_accesses, :created_by_user,
                          template: :author,
                          submitters: :start_form_submission_events)
 
-    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
-                                      .order(id: :desc)
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
+                                     .order(id: :desc)
 
-    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+    pagy_auto(related_submissions.select_for_list, limit: 5)
   end
 end

app/controllers/templates_archived_controller.rb

@@ -10,11 +10,17 @@ class TemplatesArchivedController < ApplicationController
 
     @templates = Templates.search(current_user, @templates, params[:q])
 
-    @pagy, @templates = pagy_auto(@templates, limit: 12)
+    @pagy, @templates = pagy_auto(@templates.select_for_list, limit: 12)
 
     return unless params[:q].present? && @templates.blank?
 
-    @related_submissions =
+    @related_submissions_pagy, @related_submissions = load_related_submissions
+  end
+
+  private
+
+  def load_related_submissions
+    related_submissions =
       Submission.accessible_by(current_ability)
                 .joins(:template)
                 .where.not(templates: { archived_at: nil })
@@ -22,9 +28,9 @@ class TemplatesArchivedController < ApplicationController
                          template: :author,
                          submitters: :start_form_submission_events)
 
-    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
-                                      .order(id: :desc)
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
+                                     .order(id: :desc)
 
-    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+    pagy_auto(related_submissions.select_for_list, limit: 5)
   end
 end

app/controllers/templates_archived_submissions_controller.rb

@@ -15,7 +15,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_controller.rb

@@ -19,7 +19,8 @@ class TemplatesController < ApplicationController
                     submissions.order(id: :desc)
                   end
 
-    @pagy, @submissions = pagy_auto(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
+    @pagy, @submissions =
+      pagy_auto(submissions.select_for_list.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_dashboard_controller.rb

@@ -11,86 +11,126 @@ class TemplatesDashboardController < ApplicationController
   helper_method :selected_order
 
   def index
+    @default_folder = current_account.default_template_folder
+
     @template_folders =
       TemplateFolders.filter_active_folders(@template_folders.where(parent_folder_id: nil), @templates)
 
+    @template_folders = @template_folders.where.not(id: @default_folder.id) if params[:q].blank?
+
     @template_folders = TemplateFolders.search(@template_folders, params[:q])
     @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
 
-    @pagy, @template_folders = pagy(
-      @template_folders,
-      limit: FOLDERS_PER_PAGE,
-      page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
-    )
+    @shared_templates = Templates.shared(current_user).active
+
+    @pagy, @template_folders, @show_default_folder, @show_shared_folder, @show_shared_inline =
+      load_folders(@template_folders, @templates, @shared_templates)
 
     if @pagy.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD
       @templates = @templates.none
     else
-      @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
-      @templates = filter_templates(@templates).preload(:author, :template_accesses)
-      @templates = Templates::Order.call(@templates, current_user, selected_order)
+      if @show_shared_inline
+        @templates = @shared_templates.preload(:template_sharings)
+      else
+        @templates = @templates.active
+        @templates = @templates.where(folder_id: @default_folder.id) if params[:q].blank?
+      end
 
-      limit =
-        if @template_folders.size < 4
-          TEMPLATES_PER_PAGE
-        else
-          (@template_folders.size < 7 ? 9 : 6)
-        end
+      @pagy, @templates = load_templates(@templates.select_for_list, @pagy.count,
+                                         show_shared_inline: @show_shared_inline)
 
-      @pagy, @templates = pagy_auto(@templates, limit:)
-
-      load_related_submissions if params[:q].present? && @templates.blank?
+      if params[:q].present? && @templates.blank?
+        @related_submissions_pagy, @related_submissions = load_related_submissions
+      end
     end
   end
 
   private
 
-  def filter_templates(templates)
-    rel = templates.active
+  def load_templates(templates, folders_count, show_shared_inline: false)
+    templates = templates.preload(:author, :template_accesses)
 
-    if params[:q].blank?
-      if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
-        shared_account_ids = [current_user.account_id]
-        shared_account_ids << TemplateSharing::ALL_ID if !Docuseal.multitenant? && !current_account.testing?
-
-        shared_template_ids = TemplateSharing.where(account_id: shared_account_ids).select(:template_id)
-
-        rel = Template.where(
-          Template.arel_table[:id].in(
-            rel.where(folder_id: current_account.default_template_folder.id).select(:id).arel
-               .union(:all, shared_template_ids.arel)
-          )
-        )
+    templates =
+      if show_shared_inline
+        Templates.search_shared(current_user, templates, params[:q])
       else
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
+        Templates.search(current_user, templates, params[:q])
       end
-    end
 
-    Templates.search(current_user, rel, params[:q])
+    templates = Templates::Order.call(templates, current_user, selected_order)
+
+    limit =
+      if folders_count < 4
+        TEMPLATES_PER_PAGE
+      else
+        (folders_count < 7 ? 9 : 6)
+      end
+
+    pagy_auto(templates, limit:)
+  end
+
+  def load_folders(template_folders, templates, shared_templates)
+    if params[:q].present?
+      pagy(template_folders, limit: FOLDERS_PER_PAGE,
+                             page: template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1)
+    else
+      load_folders_with_pinned(template_folders, templates, shared_templates)
+    end
+  end
+
+  def load_folders_with_pinned(template_folders, templates, shared_templates)
+    folders_count = template_folders.count
+
+    shared_exists = shared_templates.exists?
+    default_has_templates = templates.active.exists?(folder_id: current_account.default_template_folder.id)
+
+    show_inline_folders =
+      folders_count + (shared_exists && default_has_templates ? 1 : 0) <= SHOW_TEMPLATES_FOLDERS_THRESHOLD
+
+    show_shared_inline = shared_exists && !default_has_templates && show_inline_folders
+
+    show_shared_in_grid = shared_exists && !show_shared_inline
+    show_default_in_grid = !show_inline_folders && default_has_templates
+
+    pinned_count = (show_default_in_grid ? 1 : 0) + (show_shared_in_grid ? 1 : 0)
+
+    pagy = Pagy::Offset.new(count: folders_count + pinned_count,
+                            page: show_inline_folders ? 1 : [params[:page].to_s.to_i, 1].max,
+                            limit: FOLDERS_PER_PAGE,
+                            raise_range_error: true)
+
+    show_default_folder = show_default_in_grid && pagy.page == 1
+    show_shared_folder = show_shared_in_grid && pagy.page == 1
+
+    folder_offset = pagy.page == 1 ? 0 : pagy.offset - pinned_count
+    folder_limit = pagy.page == 1 ? FOLDERS_PER_PAGE - pinned_count : FOLDERS_PER_PAGE
+
+    template_folders = template_folders.offset(folder_offset).limit(folder_limit)
+
+    [pagy, template_folders, show_default_folder, show_shared_folder, show_shared_inline]
   end
 
   def selected_order
     @selected_order ||=
-      if cookies.permanent[:dashboard_templates_order].blank? ||
-         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
+      if can?(:manage, :countless)
         'created_at'
       else
-        cookies.permanent[:dashboard_templates_order]
+        cookies.permanent[:dashboard_templates_order].presence || 'created_at'
       end
   end
 
   def load_related_submissions
-    @related_submissions = Submission.accessible_by(current_ability)
-                                     .left_joins(:template)
-                                     .where(archived_at: nil)
-                                     .where(templates: { archived_at: nil })
-                                     .preload(:template_accesses, :created_by_user,
-                                              template: :author,
-                                              submitters: :start_form_submission_events)
+    related_submissions = Submission.accessible_by(current_ability)
+                                    .left_joins(:template)
+                                    .where(archived_at: nil)
+                                    .where(templates: { archived_at: nil })
+                                    .preload(:template_accesses, :created_by_user,
+                                             template: :author,
+                                             submitters: :start_form_submission_events)
 
-    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
-                                      .order(id: :desc)
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
+                                     .order(id: :desc)
 
-    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+    pagy_auto(related_submissions.select_for_list, limit: 5)
   end
 end

app/controllers/templates_restore_controller.rb

@@ -4,7 +4,7 @@ class TemplatesRestoreController < ApplicationController
   load_and_authorize_resource :template
 
   def create
-    authorize!(:update, @template)
+    authorize!(:destroy, @template)
 
     @template.update!(archived_at: nil)
 

app/controllers/templates_shared_controller.rb

@@ -0,0 +1,47 @@
+# frozen_string_literal: true
+
+class TemplatesSharedController < ApplicationController
+  def index
+    authorize!(:read, Template)
+
+    @is_archived = params[:archived] == 'true'
+
+    @templates = Templates.shared(current_user)
+
+    @has_archived = !@is_archived && @templates.archived.exists?
+
+    @templates = @is_archived ? @templates.archived : @templates.active
+
+    @templates = @templates.preload(:author, :template_accesses, :template_sharings)
+                           .order(id: :desc)
+
+    @templates = Templates.search_shared(current_user, @templates, params[:q])
+
+    @pagy, @templates = pagy_auto(@templates.select_for_list, limit: 12)
+
+    return unless params[:q].present? && @templates.blank?
+
+    @related_submissions_pagy, @related_submissions = load_related_submissions(is_archived: @is_archived)
+  end
+
+  private
+
+  def load_related_submissions(is_archived:)
+    shared_templates = Templates.shared(current_user)
+    shared_templates = is_archived ? shared_templates.archived : shared_templates.active
+
+    related_submissions =
+      Submission.accessible_by(current_ability)
+                .where(template_id: shared_templates.select(:id))
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    related_submissions = related_submissions.where(archived_at: nil) unless is_archived
+
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
+                                     .order(id: :desc)
+
+    pagy_auto(related_submissions.select_for_list, limit: 5)
+  end
+end

app/javascript/submission_form/form.vue

@@ -289,6 +289,7 @@
               :id="currentField.uuid"
               dir="auto"
               :required="currentField.required"
+              :aria-label="showFieldNames && (currentField.name || currentField.title) ? undefined : (currentField.name || currentField.title || t('select_your_option'))"
               :aria-describedby="currentField.description ? currentField.uuid + '-desc' : undefined"
               class="select base-input !text-2xl w-full text-center font-normal"
               :class="{ 'text-gray-300': !values[currentField.uuid] }"
@@ -317,7 +318,7 @@
           <div v-else-if="currentField.type === 'radio'">
             <label
               v-if="showFieldNames && (currentField.name || currentField.title)"
-              :for="currentField.uuid"
+              :id="currentField.uuid + '-radio-label'"
               dir="auto"
               class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
               :class="{ 'mb-2': !currentField.description }"
@@ -356,6 +357,8 @@
               </div>
               <div
                 class="space-y-3.5 mx-auto"
+                role="radiogroup"
+                :aria-labelledby="(currentField.name || currentField.title) ? currentField.uuid + '-radio-label' : null"
                 :class="{ hidden: !showFieldNames || (currentField.options.every((e) => !e.value) && currentField.options.length > 4) }"
               >
                 <div

app/javascript/submission_form/i18n.js

@@ -4,6 +4,7 @@ const en = {
   close: 'Close',
   uploaded_files: 'Uploaded files',
   signature_drawing_area: 'Signature drawing area. Use mouse or touch to draw your signature.',
+  initials_drawing_area: 'Initials drawing area. Use mouse or touch to draw your initials.',
   kba: 'KBA',
   please_upload_an_image_file: 'Please upload an image file',
   must_be_characters_length: 'Must be {number} characters long',
@@ -88,6 +89,7 @@ const en = {
   please_check_the_box_to_continue: 'Please check the box to continue.',
   open_source_documents_software: 'open source documents software',
   verified_phone_number: 'Verify Phone Number',
+  country_code: 'Country code',
   use_international_format: 'Use international format: +1xxx',
   six_digits_code: '6-digit code',
   change_phone_number: 'Change phone number',
@@ -120,6 +122,7 @@ const es = {
   close: 'Cerrar',
   uploaded_files: 'Archivos subidos',
   signature_drawing_area: 'Área de dibujo de firma. Use el ratón o toque para dibujar su firma.',
+  initials_drawing_area: 'Área de dibujo de iniciales. Use el ratón o toque para dibujar sus iniciales.',
   kba: 'KBA',
   please_upload_an_image_file: 'Por favor, sube un archivo de imagen',
   must_be_characters_length: 'Debe tener {number} caracteres de longitud',
@@ -204,6 +207,7 @@ const es = {
   please_check_the_box_to_continue: 'Por favor marque la casilla para continuar.',
   open_source_documents_software: 'software de documentos de código abierto',
   verified_phone_number: 'Verificar número de teléfono',
+  country_code: 'Código de país',
   use_international_format: 'Usar formato internacional: +1xxx',
   six_digits_code: 'Código de 6 dígitos',
   change_phone_number: 'Cambiar número de teléfono',
@@ -236,6 +240,7 @@ const it = {
   close: 'Chiudi',
   uploaded_files: 'File caricati',
   signature_drawing_area: 'Area di disegno della firma. Usa il mouse o il tocco per disegnare la tua firma.',
+  initials_drawing_area: 'Area di disegno delle iniziali. Usa il mouse o il tocco per disegnare le tue iniziali.',
   kba: 'KBA',
   please_upload_an_image_file: 'Per favore carica un file immagine',
   must_be_characters_length: 'Deve essere lungo {number} caratteri',
@@ -320,6 +325,7 @@ const it = {
   please_check_the_box_to_continue: 'Si prega di spuntare la casella per continuare.',
   open_source_documents_software: 'software di documenti open source',
   verified_phone_number: 'Verifica numero di telefono',
+  country_code: 'Prefisso internazionale',
   use_international_format: 'Usa formato internazionale: +1xxx',
   six_digits_code: 'Codice a 6 cifre',
   change_phone_number: 'Cambia numero di telefono',
@@ -352,6 +358,7 @@ const de = {
   close: 'Schließen',
   uploaded_files: 'Hochgeladene Dateien',
   signature_drawing_area: 'Unterschriftszeichenbereich. Verwenden Sie die Maus oder Berührung, um Ihre Unterschrift zu zeichnen.',
+  initials_drawing_area: 'Zeichenbereich für Initialen. Verwenden Sie die Maus oder Berührung, um Ihre Initialen zu zeichnen.',
   kba: 'KBA',
   please_upload_an_image_file: 'Bitte laden Sie eine Bilddatei hoch',
   must_be_characters_length: 'Muss {number} Zeichen lang sein',
@@ -436,6 +443,7 @@ const de = {
   please_check_the_box_to_continue: 'Bitte aktivieren Sie das Kontrollkästchen, um fortzufahren.',
   open_source_documents_software: 'Open-Source-Dokumentensoftware',
   verified_phone_number: 'Telefonnummer verifizieren',
+  country_code: 'Ländervorwahl',
   use_international_format: 'Internationales Format verwenden: +1xxx',
   six_digits_code: '6-stelliger Code',
   change_phone_number: 'Telefonnummer ändern',
@@ -468,6 +476,7 @@ const fr = {
   close: 'Fermer',
   uploaded_files: 'Fichiers téléchargés',
   signature_drawing_area: 'Zone de dessin de signature. Utilisez la souris ou le toucher pour dessiner votre signature.',
+  initials_drawing_area: 'Zone de dessin des initiales. Utilisez la souris ou le toucher pour dessiner vos initiales.',
   kba: 'KBA',
   please_upload_an_image_file: 'Veuillez téléverser un fichier image',
   must_be_characters_length: 'Doit comporter {number} caractères',
@@ -552,6 +561,7 @@ const fr = {
   please_check_the_box_to_continue: 'Veuillez cocher la case pour continuer.',
   open_source_documents_software: 'logiciel de documents open source',
   verified_phone_number: 'Vérifier le numéro de téléphone',
+  country_code: 'Indicatif du pays',
   use_international_format: 'Utilisez le format international : +1xxx',
   six_digits_code: 'Code à 6 chiffres',
   change_phone_number: 'Changer de numéro de téléphone',
@@ -584,6 +594,7 @@ const pl = {
   close: 'Zamknij',
   uploaded_files: 'Przesłane pliki',
   signature_drawing_area: 'Obszar rysowania podpisu. Użyj myszy lub dotyku, aby narysować swój podpis.',
+  initials_drawing_area: 'Obszar rysowania inicjałów. Użyj myszy lub dotyku, aby narysować swoje inicjały.',
   kba: 'KBA',
   please_upload_an_image_file: 'Proszę przesłać plik obrazu',
   must_be_characters_length: 'Musi mieć długość {number} znaków',
@@ -668,6 +679,7 @@ const pl = {
   please_check_the_box_to_continue: 'Proszę zaznaczyć pole, aby kontynuować.',
   open_source_documents_software: 'oprogramowanie do dokumentów open source',
   verified_phone_number: 'Zweryfikuj numer telefonu',
+  country_code: 'Kod kraju',
   use_international_format: 'Użyj międzynarodowego formatu: +1xxx',
   six_digits_code: '6-cyfrowy kod',
   change_phone_number: 'Zmień numer telefonu',
@@ -700,6 +712,7 @@ const uk = {
   close: 'Закрити',
   uploaded_files: 'Завантажені файли',
   signature_drawing_area: 'Область малювання підпису. Використовуйте мишу або дотик, щоб намалювати свій підпис.',
+  initials_drawing_area: 'Область малювання ініціалів. Використовуйте мишу або дотик, щоб намалювати свої ініціали.',
   kba: 'KBA',
   please_upload_an_image_file: 'Будь ласка, завантажте файл зображення',
   must_be_characters_length: 'Має містити {number} символів',
@@ -784,6 +797,7 @@ const uk = {
   please_check_the_box_to_continue: 'Будь ласка, позначте прапорець, щоб продовжити.',
   open_source_documents_software: 'відкрите програмне забезпечення для документів',
   verified_phone_number: 'Підтвердіть номер телефону',
+  country_code: 'Код країни',
   use_international_format: 'Використовуйте міжнародний формат: +1xxx',
   six_digits_code: '6-значний код',
   change_phone_number: 'Змінити номер телефону',
@@ -816,6 +830,7 @@ const cs = {
   close: 'Zavřít',
   uploaded_files: 'Nahrané soubory',
   signature_drawing_area: 'Oblast pro kreslení podpisu. Použijte myš nebo dotyk k nakreslení podpisu.',
+  initials_drawing_area: 'Oblast pro kreslení iniciál. Použijte myš nebo dotyk k nakreslení iniciál.',
   kba: 'KBA',
   please_upload_an_image_file: 'Nahrajte prosím obrázkový soubor',
   must_be_characters_length: 'Musí mít délku {number} znaků',
@@ -900,6 +915,7 @@ const cs = {
   please_check_the_box_to_continue: 'Prosím, zaškrtněte políčko pro pokračování.',
   open_source_documents_software: 'open source software pro dokumenty',
   verified_phone_number: 'Ověřte telefonní číslo',
+  country_code: 'Předvolba země',
   use_international_format: 'Použijte mezinárodní formát: +1xxx',
   six_digits_code: '6-místný kód',
   change_phone_number: 'Změnit telefonní číslo',
@@ -932,6 +948,7 @@ const pt = {
   close: 'Fechar',
   uploaded_files: 'Arquivos enviados',
   signature_drawing_area: 'Área de desenho da assinatura. Use o mouse ou toque para desenhar sua assinatura.',
+  initials_drawing_area: 'Área de desenho das iniciais. Use o mouse ou toque para desenhar suas iniciais.',
   kba: 'KBA',
   please_upload_an_image_file: 'Por favor, envie um arquivo de imagem',
   must_be_characters_length: 'Deve ter {number} caracteres',
@@ -1016,6 +1033,7 @@ const pt = {
   please_check_the_box_to_continue: 'Por favor, marque a caixa para continuar.',
   open_source_documents_software: 'software de documentos de código aberto',
   verified_phone_number: 'Verificar Número de Telefone',
+  country_code: 'Código do país',
   use_international_format: 'Use formato internacional: +1xxx',
   six_digits_code: 'Código de 6 dígitos',
   change_phone_number: 'Alterar número de telefone',
@@ -1048,6 +1066,7 @@ const he = {
   close: 'סגור',
   uploaded_files: 'קבצים שהועלו',
   signature_drawing_area: 'אזור ציור חתימה. השתמש בעכבר או במגע כדי לצייר את החתימה שלך.',
+  initials_drawing_area: 'אזור ציור ראשי תיבות. השתמש בעכבר או במגע כדי לצייר את ראשי התיבות שלך.',
   kba: 'KBA',
   please_upload_an_image_file: 'אנא העלה קובץ תמונה',
   must_be_characters_length: 'חייב להיות באורך של {number} תווים',
@@ -1132,6 +1151,7 @@ const he = {
   please_check_the_box_to_continue: 'אנא סמן את התיבה כדי להמשיך.',
   open_source_documents_software: 'תוכנה פתוחה למסמכים',
   verified_phone_number: 'אימות מספר טלפון',
+  country_code: 'קידומת מדינה',
   use_international_format: 'השתמש בפורמט בינלאומי: +1xxx',
   six_digits_code: 'קוד שש ספרות',
   change_phone_number: 'שינוי מספר טלפון',
@@ -1164,6 +1184,7 @@ const nl = {
   close: 'Sluiten',
   uploaded_files: 'Geüploade bestanden',
   signature_drawing_area: 'Handtekening tekengebied. Gebruik de muis of aanraking om uw handtekening te tekenen.',
+  initials_drawing_area: 'Tekengebied voor initialen. Gebruik de muis of aanraking om uw initialen te tekenen.',
   kba: 'KBA',
   please_upload_an_image_file: 'Upload alstublieft een afbeeldingsbestand',
   must_be_characters_length: 'Moet {number} tekens lang zijn',
@@ -1248,6 +1269,7 @@ const nl = {
   please_check_the_box_to_continue: 'Vink het vakje aan om door te gaan.',
   open_source_documents_software: 'Open source documenten software',
   verified_phone_number: 'Telefoonnummer verifiëren',
+  country_code: 'Landcode',
   use_international_format: 'Gebruik internationaal formaat: +1xxx',
   six_digits_code: '6-cijferige code',
   change_phone_number: 'Wijzig telefoonnummer',
@@ -1280,6 +1302,7 @@ const ar = {
   close: 'إغلاق',
   uploaded_files: 'الملفات المرفوعة',
   signature_drawing_area: 'منطقة رسم التوقيع. استخدم الماوس أو اللمس لرسم توقيعك.',
+  initials_drawing_area: 'منطقة رسم الحروف الأولى. استخدم الماوس أو اللمس لرسم الحروف الأولى.',
   kba: 'KBA',
   please_upload_an_image_file: 'يرجى تحميل ملف صورة',
   must_be_characters_length: 'يجب أن يكون الطول {number} حرفًا',
@@ -1364,6 +1387,7 @@ const ar = {
   please_check_the_box_to_continue: 'الرجاء التحقق من الخانة للمتابعة.',
   open_source_documents_software: 'برنامج وثائق مفتوح المصدر',
   verified_phone_number: 'تحقق من رقم الهاتف',
+  country_code: 'رمز الدولة',
   use_international_format: 'استخدم الشكل الدولي: +1xxx',
   six_digits_code: 'رمز مكون من 6 أرقام',
   change_phone_number: 'تغيير رقم الهاتف',
@@ -1396,6 +1420,7 @@ const ko = {
   close: '닫기',
   uploaded_files: '업로드된 파일',
   signature_drawing_area: '서명 그리기 영역. 마우스 또는 터치를 사용하여 서명을 그리세요.',
+  initials_drawing_area: '이니셜 그리기 영역. 마우스 또는 터치를 사용하여 이니셜을 그리세요.',
   kba: 'KBA',
   please_upload_an_image_file: '이미지 파일을 업로드해 주세요',
   must_be_characters_length: '{number}자여야 합니다',
@@ -1480,6 +1505,7 @@ const ko = {
   please_check_the_box_to_continue: '계속하려면 확인란을 선택하십시오.',
   open_source_documents_software: '오픈 소스 문서 소프트웨어',
   verified_phone_number: '전화번호 확인됨',
+  country_code: '국가 번호',
   use_international_format: '국제 포맷 사용: +1xxx',
   six_digits_code: '6자리 코드',
   change_phone_number: '전화번호 변경',
@@ -1512,6 +1538,7 @@ const ja = {
   close: '閉じる',
   uploaded_files: 'アップロードされたファイル',
   signature_drawing_area: '署名描画エリア。マウスまたはタッチを使用して署名を描いてください。',
+  initials_drawing_area: 'イニシャル描画エリア。マウスまたはタッチを使用してイニシャルを描いてください。',
   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',
@@ -1596,6 +1623,7 @@ const ja = {
   please_check_the_box_to_continue: '続行するにはボックスにチェックを入れてください。',
   open_source_documents_software: 'オープンソースのドキュメントソフトウェア',
   verified_phone_number: '電話番号を認証',
+  country_code: '国番号',
   use_international_format: '国際形式を使用してください：+1xxx',
   six_digits_code: '6桁のコード',
   change_phone_number: '電話番号を変更',

app/javascript/submission_form/initials_step.vue

@@ -141,6 +141,7 @@
     <img
       v-if="modelValue || computedPreviousValue"
       :src="attachmentsIndex[modelValue || computedPreviousValue].url"
+      :alt="field.name || t('initials')"
       class="mx-auto bg-white border border-base-300 rounded max-h-44"
     >
     <div class="relative">
@@ -156,6 +157,8 @@
       <canvas
         v-show="!modelValue && !computedPreviousValue"
         ref="canvas"
+        role="img"
+        :aria-label="t('initials_drawing_area')"
         class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
       />
     </div>
@@ -165,6 +168,7 @@
       ref="textInput"
       class="base-input !text-2xl w-full mt-6 text-center"
       :required="field.required && !isInitialsStarted"
+      :aria-label="field.name || t('initials')"
       :placeholder="`${t('type_initial_here')}...`"
       type="text"
       @focus="$emit('focus')"

app/javascript/submission_form/invite_form.vue

@@ -35,7 +35,7 @@
         :placeholder="t('email')"
         type="email"
         :required="submitters.includes(submitter)"
-        autofocus="true"
+        :autofocus="index === 0"
         name="submission[submitters][][email]"
       >
     </div>

app/javascript/submission_form/multi_select_step.vue

@@ -1,7 +1,7 @@
 <template>
   <label
     v-if="showFieldNames && (field.name || field.title)"
-    :for="field.uuid"
+    :id="field.uuid + '-group-label'"
     dir="auto"
     class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
     :class="{ 'mb-2': !field.description }"
@@ -44,6 +44,8 @@
     <div
       class="space-y-3.5 mx-auto"
       :class="{ hidden: !showOptions }"
+      role="group"
+      :aria-labelledby="showFieldNames && (field.name || field.title) ? field.uuid + '-group-label' : undefined"
     >
       <div
         v-for="(option, index) in field.options"

app/javascript/submission_form/phone_step.vue

@@ -81,6 +81,7 @@
           <select
             id="country_code_select"
             class="absolute top-0 bottom-0 right-0 left-0 opacity-0 w-full h-full cursor-pointer"
+            :aria-label="t('country_code')"
             :disabled="!!defaultValue"
             @change="onCountrySelect(countries.find((country) => country.flag === $event.target.value))"
           >

app/javascript/submission_form/signature_step.vue

@@ -27,6 +27,7 @@
         >
           <button
             id="type_text_button"
+            ref="typeTextButton"
             type="button"
             :aria-label="t('draw_signature')"
             class="btn btn-outline btn-sm font-medium type-text-button"
@@ -49,6 +50,7 @@
         >
           <button
             id="type_text_button"
+            ref="typeTextButton"
             type="button"
             :aria-label="t('type_text')"
             class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap type-text-button"
@@ -71,7 +73,7 @@
         >
           <button
             type="button"
-            :aria-label="t('take_photo')"
+            :aria-label="t('upload')"
             class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap upload-image-button"
             @click="$refs.takePhotoInput.click()"
           >
@@ -199,7 +201,7 @@
       <canvas
         v-show="!modelValue && !computedPreviousValue"
         ref="canvas"
-        role="application"
+        role="img"
         :aria-label="t('signature_drawing_area')"
         style="padding: 1px; 0"
         class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
@@ -228,6 +230,8 @@
           >
             <canvas
               ref="qrCanvas"
+              role="img"
+              :aria-label="t('scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature')"
               class="h-full"
               width="132"
               height="132"
@@ -242,6 +246,7 @@
       ref="textInput"
       class="base-input !text-2xl w-full mt-6"
       :required="field.required && !isSignatureStarted"
+      :aria-label="field.name || t('signature')"
       :placeholder="`${t('type_signature_here')}...`"
       type="text"
       @input="updateWrittenSignature"
@@ -251,6 +256,7 @@
       class="select base-input !text-2xl w-full mt-6 text-center"
       :class="{ 'text-gray-300': !reason }"
       required
+      :aria-label="t('select_a_reason')"
       :name="`values[${field.preferences.reason_field_uuid}]`"
       @change="$event.target.value === 'other' ? [reason = '', isOtherReason = true] : $emit('update:reason', $event.target.value)"
     >
@@ -296,6 +302,7 @@
       class="base-input !text-2xl w-full mt-6"
       required
       :name="`values[${field.preferences.reason_field_uuid}]`"
+      :aria-label="t('select_a_reason')"
       :placeholder="t('type_here_')"
       :value="reason"
       type="text"
@@ -716,10 +723,12 @@ export default {
       this.clear()
       this.isTextSignature = !this.isTextSignature
 
-      if (this.isTextSignature) {
-        this.$nextTick(() => {
+      this.$nextTick(() => {
+        if (this.isTextSignature) {
           if (this.$refs.textInput) {
-            if (!this.submitter.name) {
+            if (this.submitter.name) {
+              this.$refs.typeTextButton?.focus()
+            } else {
               this.$refs.textInput.focus()
             }
 
@@ -727,8 +736,10 @@ export default {
 
             this.$emit('start')
           }
-        })
-      }
+        } else {
+          this.$refs.typeTextButton?.focus()
+        }
+      })
     },
     async initTypedSignature () {
       if (this.signatureText) {

app/javascript/template_builder/area.vue

@@ -726,6 +726,10 @@ export default {
         return
       }
 
+      if (this.inputMode && (this.isValueInput || this.isCheckboxInput || this.isSelectInput)) {
+        return
+      }
+
       document.activeElement?.blur()
 
       e.preventDefault()

app/javascript/template_builder/documents_editor_crop.vue

@@ -42,6 +42,7 @@
           class="absolute w-5 h-5 -ml-2.5 -mt-2.5 rounded-full bg-white border-2 border-neutral-600 cursor-move shadow"
           :style="{ left: `${corner.x * 100}%`, top: `${corner.y * 100}%` }"
           @mousedown.prevent="onCornerMousedown(cornerIndex)"
+          @touchstart.prevent="onCornerTouchstart(cornerIndex)"
         />
       </div>
     </div>
@@ -218,6 +219,9 @@ export default {
   beforeUnmount () {
     window.removeEventListener('mousemove', this.onMousemove)
     window.removeEventListener('mouseup', this.onMouseup)
+    window.removeEventListener('touchmove', this.onTouchmove)
+    window.removeEventListener('touchend', this.onTouchend)
+    window.removeEventListener('touchcancel', this.onTouchend)
   },
   methods: {
     transformPoint (point, rotate, flipH, flipV) {
@@ -276,27 +280,48 @@ export default {
         y: Math.min(Math.max((event.clientY - rect.top) / rect.height, 0), 1)
       }
     },
-    onCornerMousedown (index) {
+    startCornerDrag (index) {
       this.draggingIndex = index
       this.cornersTouched = true
+    },
+    dragCorner (point) {
+      if (this.draggingIndex === null) {
+        return
+      }
+
+      this.corners[this.draggingIndex] = this.inverseTransformPoint(this.pagePoint(point), this.rotate, this.flipH, this.flipV)
+    },
+    onCornerMousedown (index) {
+      this.startCornerDrag(index)
 
       window.addEventListener('mousemove', this.onMousemove)
       window.addEventListener('mouseup', this.onMouseup, { once: true })
     },
     onMousemove (event) {
-      if (this.draggingIndex === null) {
-        return
-      }
-
-      const point = this.inverseTransformPoint(this.pagePoint(event), this.rotate, this.flipH, this.flipV)
-
-      this.corners[this.draggingIndex] = point
+      this.dragCorner(event)
     },
     onMouseup () {
       window.removeEventListener('mousemove', this.onMousemove)
 
       this.draggingIndex = null
     },
+    onCornerTouchstart (index) {
+      this.startCornerDrag(index)
+
+      window.addEventListener('touchmove', this.onTouchmove, { passive: false })
+      window.addEventListener('touchend', this.onTouchend)
+      window.addEventListener('touchcancel', this.onTouchend)
+    },
+    onTouchmove (event) {
+      this.dragCorner(event.touches[0])
+    },
+    onTouchend () {
+      window.removeEventListener('touchmove', this.onTouchmove)
+      window.removeEventListener('touchend', this.onTouchend)
+      window.removeEventListener('touchcancel', this.onTouchend)
+
+      this.draggingIndex = null
+    },
     submit (scan) {
       this.isProcessing = scan ? 'scan' : 'crop'
 

app/javascript/template_builder/documents_editor_redact.vue

@@ -6,6 +6,7 @@
         class="relative mx-auto select-none cursor-crosshair"
         :style="pageStyle"
         @mousedown.prevent="onMousedown"
+        @touchstart.prevent="onTouchstart"
       >
         <img
           :src="imageUrl"
@@ -251,6 +252,9 @@ export default {
   beforeUnmount () {
     window.removeEventListener('mousemove', this.onMousemove)
     window.removeEventListener('mouseup', this.onMouseup)
+    window.removeEventListener('touchmove', this.onTouchmove)
+    window.removeEventListener('touchend', this.onTouchend)
+    window.removeEventListener('touchcancel', this.onTouchend)
   },
   methods: {
     inverseRotatePoint (point, rotate) {
@@ -357,27 +361,61 @@ export default {
         y: Math.min(Math.max((event.clientY - rect.top) / rect.height, 0), 1)
       }
     },
+    startMarquee (point) {
+      const start = this.pagePoint(point)
+
+      this.marquee = { x1: start.x, y1: start.y, x2: start.x, y2: start.y }
+    },
+    updateMarquee (point) {
+      if (!this.marquee) {
+        return
+      }
+
+      const next = this.pagePoint(point)
+
+      this.marquee.x2 = next.x
+      this.marquee.y2 = next.y
+    },
     onMousedown (event) {
       if (event.button !== 0 || (!this.imagePage && !this.textNodes)) {
         return
       }
 
-      const point = this.pagePoint(event)
-
-      this.marquee = { x1: point.x, y1: point.y, x2: point.x, y2: point.y }
+      this.startMarquee(event)
 
       window.addEventListener('mousemove', this.onMousemove)
       window.addEventListener('mouseup', this.onMouseup, { once: true })
     },
     onMousemove (event) {
-      const point = this.pagePoint(event)
-
-      this.marquee.x2 = point.x
-      this.marquee.y2 = point.y
+      this.updateMarquee(event)
     },
     onMouseup () {
       window.removeEventListener('mousemove', this.onMousemove)
 
+      this.finishMarquee()
+    },
+    onTouchstart (event) {
+      if (!this.imagePage && !this.textNodes) {
+        return
+      }
+
+      this.startMarquee(event.touches[0])
+
+      window.addEventListener('touchmove', this.onTouchmove, { passive: false })
+      window.addEventListener('touchend', this.onTouchend)
+      window.addEventListener('touchcancel', this.onTouchend)
+    },
+    onTouchmove (event) {
+      this.updateMarquee(event.touches[0])
+    },
+    onTouchend () {
+      window.removeEventListener('touchmove', this.onTouchmove)
+      window.removeEventListener('touchend', this.onTouchend)
+      window.removeEventListener('touchcancel', this.onTouchend)
+
+      this.finishMarquee()
+    },
+    finishMarquee () {
       if (!this.marquee) {
         return
       }

app/mailers/submitter_mailer.rb

@@ -97,7 +97,7 @@ class SubmitterMailer < ApplicationMailer
            to: user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name,
            reply_to: @submitter.friendly_name,
            subject: I18n.t(:name_declined_by_submitter,
-                           name: (@submission.name || @submission.template.name).truncate(20),
+                           name: (@submission.name || @submission.template&.name).to_s.truncate(20),
                            submitter: @submitter.name || @submitter.email || @submitter.phone))
     end
   end
@@ -144,6 +144,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def otp_verification_email(submitter, locale: nil)
+    @current_account = submitter.account
     @submitter = submitter
     @otp_code = EmailVerificationCodes.generate([submitter.email.downcase.strip, submitter.slug].join(':'))
 

app/models/submission.rb

@@ -107,6 +107,11 @@ class Submission < ApplicationRecord
                       .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
   }
 
+  scope :select_for_list, lambda {
+    select(:id, :name, :created_by_user_id, :account_id,
+           :created_at, :archived_at, :expire_at, :template_id, :template_submitters)
+  }
+
   enum :source, {
     invite: 'invite',
     bulk: 'bulk',

app/models/submitter.rb

@@ -28,8 +28,8 @@
 #
 # Indexes
 #
+#  index_submitters_on_account_id_and_completed_at  (account_id,completed_at) WHERE (completed_at IS NOT NULL)
 #  index_submitters_on_account_id_and_id            (account_id,id)
-#  index_submitters_on_completed_at_and_account_id  (completed_at,account_id)
 #  index_submitters_on_email                        (email)
 #  index_submitters_on_external_id                  (external_id)
 #  index_submitters_on_slug                         (slug) UNIQUE

app/models/template.rb

@@ -81,6 +81,8 @@ class Template < ApplicationRecord
   scope :active, -> { where(archived_at: nil) }
   scope :archived, -> { where.not(archived_at: nil) }
 
+  scope :select_for_list, -> { select(:id, :name, :author_id, :account_id, :created_at, :archived_at, :folder_id) }
+
   def application_key
     external_id
   end

app/views/icons/_folder_star.html.erb

@@ -0,0 +1,5 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
+  <path d="M10 19h-5a2 2 0 0 1 -2 -2v-11a2 2 0 0 1 2 -2h4l3 3h7a2 2 0 0 1 2 2v2.5"></path>
+  <path d="M17.8 20.817l-2.172 1.138a.392 .392 0 0 1 -.568 -.41l.415 -2.411l-1.757 -1.707a.389 .389 0 0 1 .217 -.665l2.428 -.352l1.086 -2.193a.392 .392 0 0 1 .702 0l1.086 2.193l2.428 .352a.39 .39 0 0 1 .217 .665l-1.757 1.707l.414 2.41a.39 .39 0 0 1 -.567 .411l-2.172 -1.138"></path>
+</svg>

app/views/icons/_folder_up.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" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
+  <path d="M12 19h-7a2 2 0 0 1 -2 -2v-11a2 2 0 0 1 2 -2h4l3 3h7a2 2 0 0 1 2 2v3.5"></path>
+  <path d="M19 22v-6"></path>
+  <path d="M22 19l-3 -3l-3 3"></path>
+</svg>

app/views/profile/index.html.erb

@@ -70,7 +70,7 @@
           <div class="form-control">
             <%= f.label :current_password, t('current_password'), class: 'label' %>
             <%= f.password_field :current_password, autocomplete: 'current-password', class: 'base-input' %>
-            <% if Accounts.can_send_emails?(current_account) %>
+            <% if Docuseal.multitenant? || Accounts.can_send_emails?(current_account) %>
               <span class="label-text-alt mt-1">
                 <%= t('dont_remember_your_current_password_click_here_to_reset_it_html') %>
               </span>

app/views/shared/_search_input.html.erb

@@ -4,6 +4,9 @@
       <input name="<%= key %>" value="<%= params[key] %>" class="hidden">
     <% end %>
   <% end %>
+  <% if params[:archived].present? %>
+    <input name="archived" value="<%= params[:archived] %>" class="hidden">
+  <% end %>
   <% if params[:q].present? %>
     <div class="relative">
       <a href="<%= url_for(params: request.query_parameters.except('q')) %>" title="<%= t('clear') %>" class="absolute inset-y-0 left-0 pl-3 flex items-center pointer-events-auto text-neutral text-2xl font-extralight">

app/views/start_form/completed.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div>
-            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.template&.name %></p>
             <p dir="auto" class="text-sm">
               <%= t(@submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(@submitter.completed_at.to_date, format: :long)) %>
             </p>

app/views/submissions/_detailed_form.html.erb

@@ -91,8 +91,8 @@
   </dynamic-list>
   <%= local_assigns[:variables_form] %>
   <div>
-    <%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>
-    <%= render 'send_email', f:, template: %>
+    <%= render('submitters_order', f:, template:) if can_send_emails %>
+    <%= render 'send_email', f:, template:, can_send_emails: %>
     <% if has_phone_field %>
       <%= render 'send_sms', f: %>
     <% end %>

app/views/submissions/_email_form.html.erb

@@ -69,8 +69,8 @@
   <% end %>
   <%= local_assigns[:variables_form] %>
   <div>
-    <%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>
-    <%= render 'send_email', f:, template: %>
+    <%= render('submitters_order', f:, template:) if can_send_emails %>
+    <%= render 'send_email', f:, template:, can_send_emails: %>
     <%= render 'extra_fields', f: %>
   </div>
   <div class="form-control">

app/views/submissions/_phone_form.html.erb

@@ -56,7 +56,7 @@
   </dynamic-list>
   <%= local_assigns[:variables_form] %>
   <div>
-    <%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>
+    <%= render 'submitters_order', f:, template: %>
     <%= render 'send_sms', f:, checked: true %>
     <%= render 'extra_phone_fields', f: %>
   </div>

app/views/submissions/_send_email_base.html.erb

@@ -2,15 +2,14 @@
 <% 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>
+      <%= render 'submissions/email_stats' %>
       <% 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>

app/views/submissions/_submitters_order.html.erb

@@ -1,9 +1,11 @@
 <% if template.preferences['submitters_order'] == 'preserved' || template.submitters.any? { |s| s['order'] } || (template.submitters.size > 1 && template.fields.any? { |f| f['type'] == 'verification' }) %>
   <%= f.hidden_field :preserve_order, value: '1' %>
 <% elsif template.submitters.size > 1 %>
+  <% account_submissions = template.submissions.where(account_id: current_account.id) %>
+  <% last_submission = account_submissions.active.last || account_submissions.archived.last %>
   <div class="form-control">
     <%= f.label :preserve_order, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
-      <%= f.check_box :preserve_order, id: uuid, class: 'base-checkbox', checked: template.submissions.last&.submitters_order.in?(['preserved', nil]) %>
+      <%= f.check_box :preserve_order, id: uuid, class: 'base-checkbox', checked: last_submission&.submitters_order.in?(['preserved', nil]) %>
       <span class="label"><%= t('preserve_order') %></span>
       <span class="tooltip" data-tip="<%= t('when_checked_notifications_will_be_sent_to_the_second_party_once_the_form_is_completed_by_the_previous_party_uncheck_this_option_to_send_notifications_to_all_parties_simultaneously_right_away') %>">
         <%= svg_icon('info_circle', class: 'w-4 h-4') %>

app/views/submissions/new.html.erb

@@ -3,6 +3,7 @@
 <% prefillable_fields = @template.fields.select { |f| f['prefillable'] } %>
 <% default_tab = cookies.permanent[:add_recipients_tab].presence || 'email' %>
 <% recipient_form_fields = Accounts.load_recipient_form_fields(current_account) if prefillable_fields.blank? %>
+<% can_send_emails = Accounts.can_send_emails?(current_account) %>
 <% only_detailed = require_phone_2fa || require_email_2fa || prefillable_fields.present? || recipient_form_fields.present? %>
 <% with_list = @template.variables_schema.blank? %>
 <% variables_form = render 'variables_form', schema: @template.variables_schema if @template.variables_schema.present? && @template.variables_schema.any? { |_, v| !v['disabled'] } %>
@@ -25,18 +26,18 @@
   <div class="px-5 mb-5 mt-4">
     <% unless only_detailed %>
       <div id="email" class="<%= 'hidden' if default_tab != 'email' %>">
-        <%= render 'email_form', template: @template, variables_form: %>
+        <%= render 'email_form', template: @template, variables_form:, can_send_emails: %>
       </div>
       <div id="phone" class="<%= 'hidden' if default_tab != 'phone' %>">
         <%= render 'phone_form', template: @template, variables_form: %>
       </div>
     <% end %>
     <div id="detailed" class="<%= 'hidden' if !only_detailed && default_tab != 'detailed' %>">
-      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form: %>
+      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form:, can_send_emails: %>
     </div>
     <% if with_list %>
       <div id="list" class="hidden">
-        <%= render 'list_form', template: @template %>
+        <%= render 'list_form', template: @template, can_send_emails: %>
       </div>
     <% end %>
     <%= render 'submissions/error' %>

app/views/submissions/show.html.erb

@@ -12,7 +12,7 @@
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
     <a href="<%= signed_in? && @submission.account_id == current_account&.id && @submission.template ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
-      <h1 class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %></h1>
+      <h1 class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template&.name).to_s.split(/(_)/).each do |item| %><%= item %><wbr><% end %></h1>
     </a>
     <div class="space-x-3 flex items-center">
       <% is_all_completed = @submission.submitters.to_a.all?(&:completed_at?) %>
@@ -232,7 +232,7 @@
                 </span>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && Accounts.can_send_emails?(current_account) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && (Docuseal.multitenant? || Accounts.can_send_emails?(current_account)) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <%= button_to button_title(title: submitter.sent_at? ? t('re_send_email') : t('send_email'), disabled_with: t('sending')), submitter_send_email_index_path(submitter), class: 'btn btn-sm btn-primary w-full' %>
               </div>

app/views/submissions_preview/completed.html.erb

@@ -11,7 +11,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div>
-            <p dir="auto" class="text-lg font-bold mb-1"><%= @submission.name || @submission.template.name %></p>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submission.name || @submission.template&.name %></p>
             <% last_submitter = @submission.submitters.completed.order(:completed_at).last %>
             <% if last_submitter %>
               <p dir="auto" class="text-sm">

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-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-signature-text="<%= params[: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="<%= Docuseal.multitenant? || 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-signature-text="<%= params[: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/archived.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template&.name %></p>
             <p class="text-sm"><%= t('form_has_been_deleted_by_html', name: @submitter.account.name) %></p>
           </div>
         </div>

app/views/submit_form/awaiting.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template&.name %></p>
             <p class="text-sm"><%= t('awaiting_completion_by_the_other_party') %></p>
           </div>
         </div>

app/views/submit_form/completed.html.erb

@@ -10,7 +10,7 @@
             <%= 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>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template&.name %></p>
             <p dir="auto" class="text-sm">
               <%= t(@submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(@submitter.completed_at.to_date, format: :long)) %>
             </p>

app/views/submit_form/declined.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template&.name %></p>
             <p class="text-sm"><%= t('form_has_been_declined_on_html', time: l(@submitter.declined_at, format: :long)) %></p>
           </div>
         </div>

app/views/submit_form/delegated.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('user_share', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template&.name %></p>
             <p class="text-sm"><%= t('document_has_been_delegated_on_html', time: l(@submitter.submission_events.order(event_timestamp: :desc).find_by!(event_type: :delegate_form).event_timestamp, format: :long)) %></p>
           </div>
         </div>

app/views/submit_form/email_2fa.html.erb

@@ -1,4 +1,4 @@
-<% content_for(:html_title, "#{@submitter.submission.name || @submitter.submission.template.name} | DocuSeal") %>
+<% 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 %>
@@ -14,7 +14,7 @@
             <%= 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>
+            <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">

app/views/submit_form/expired.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template&.name %></p>
             <p class="text-sm"><%= t('form_expired_at_html', time: l(@submitter.submission.expire_at, format: :long)) %></p>
           </div>
         </div>

app/views/submit_form/show.html.erb

@@ -1,4 +1,4 @@
-<% content_for(:html_title, "#{@submitter.submission.name || @submitter.submission.template.name} | DocuSeal") %>
+<% 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 %>
@@ -20,7 +20,7 @@
         <%= render('submit_form/banner') %>
         <header id="signing_form_header" class="sticky min-[1230px]:static top-0 z-50 bg-base-100 py-2 px-2 flex items-center md:-mx-[8px]" style="margin-bottom: -16px">
           <h1 class="text-xl md:text-2xl font-medium focus:text-clip" style="width: 100%; overflow: hidden; text-overflow: ellipsis; white-space: nowrap;">
-            <%= @submitter.submission.name || @submitter.submission.template.name %>
+            <%= @submitter.submission.name || @submitter.submission.template&.name %>
           </h1>
           <div class="flex items-center gap-2 group" style="margin-left: 20px; flex-shrink: 0">
             <% if @form_configs[:with_decline] %>

app/views/submitter_mailer/completed_email.html.erb

@@ -2,6 +2,6 @@
   <%= render 'custom_content', content: @body, submitter: @submitter %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= I18n.t(:name_has_been_completed_by_submitters, name: @submitter.submission.name || @submitter.submission.template.name, submitters: @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.uniq.join(', ')) %></p>
+  <p><%= I18n.t(:name_has_been_completed_by_submitters, name: @submitter.submission.name || @submitter.submission.template&.name, submitters: @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.uniq.join(', ')) %></p>
   <p><%= link_to submission_url(@submitter.submission), submission_url(@submitter.submission) %></p>
 <% end %>

app/views/submitter_mailer/declined_email.html.erb

@@ -1,4 +1,4 @@
 <p><%= t('hi_there') %>,</p>
-<p><%= t('name_declined_by_submitter_with_the_following_reason', name: @submitter.submission.name || @submitter.submission.template.name, submitter: @submitter.name || @submitter.email || @submitter.phone) %></p>
+<p><%= t('name_declined_by_submitter_with_the_following_reason', name: @submitter.submission.name || @submitter.submission.template&.name, submitter: @submitter.name || @submitter.email || @submitter.phone) %></p>
 <%= simple_format(h(@submitter.submission_events.find_by(event_type: :decline_form).data['reason']), {}, sanitize: false) %>
 <p><%= link_to submission_url(@submitter.submission), submission_url(@submitter.submission) %></p>

app/views/submitter_mailer/documents_copy_email.html.erb

@@ -2,10 +2,10 @@
   <%= render 'custom_content', content: @body, submitter: @submitter, sig: @sig %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= t('please_check_the_copy_of_your_name_in_the_email_attachments', name: @submitter.submission.name || @submitter.submission.template.name) %>
+  <p><%= t('please_check_the_copy_of_your_name_in_the_email_attachments', name: @submitter.submission.name || @submitter.submission.template&.name) %>
   <p><%= t('alternatively_you_can_review_and_download_your_copy_using_the_link_below') %></p>
   <p>
-    <%= link_to @submitter.submission.name || @submitter.submission.template.name, submissions_preview_url(@submitter.submission.slug, { sig: @sig, host: @custom_domain || ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host]) }.compact) %>
+    <%= link_to @submitter.submission.name || @submitter.submission.template&.name, submissions_preview_url(@submitter.submission.slug, { sig: @sig, host: @custom_domain || ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host]) }.compact) %>
   </p>
   <p>
   <%= t('thanks') %>,<br><%= @current_account.name %>

app/views/submitter_mailer/invitation_email.html.erb

@@ -5,7 +5,7 @@
   <% end %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.name || @submitter.submission.template.name) %></p>
+  <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.name || @submitter.submission.template&.name) %></p>
   <p><%= link_to I18n.t(@submitter.with_signature_fields? ? :review_and_sign : :review_and_submit), submit_form_url(slug: @submitter.slug, t: SubmissionEvents.build_tracking_param(@submitter, 'click_email'), host: @custom_domain || ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host])) %></p>
   <p><%= t('please_contact_us_by_replying_to_this_email_if_you_have_any_questions') %></p>
   <p>

app/views/submitter_mailer/otp_verification_email.html.erb

@@ -1,3 +1,3 @@
-<p><%= t('your_verification_code_to_access_the_name', name: @submitter.submission.name || @submitter.submission.template.name) %></p>
+<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/submitters/edit.html.erb

@@ -17,7 +17,7 @@
         </submitter-item>
       </div>
       <div>
-        <%= render 'submissions/send_email', f:, template: @submitter.template, submitter: @submitter, resend_email: @submitter.sent_at?, submitter_email_message: @submitter_email_message, disable_save_as_default_template_option: true, message_per_submitter: false %>
+        <%= render 'submissions/send_email', f:, template: @submitter.template, submitter: @submitter, resend_email: @submitter.sent_at?, submitter_email_message: @submitter_email_message, disable_save_as_default_template_option: true, message_per_submitter: false, can_send_emails: Accounts.can_send_emails?(current_account) %>
         <%= render 'submissions/send_sms', f:, resend_sms: @submitter.sent_at? %>
       </div>
       <div class="form-control mt-4">

app/views/template_folders/_folder.html.erb

@@ -1,11 +1,12 @@
 <% is_long = folder.name.size > 32 %>
+<% icon = folder.default? ? 'folder_star' : 'folder' %>
 <a href="<%= folder_path(folder) %>" class="flex h-full flex-col justify-between rounded-2xl py-5 px-6 w-full bg-base-200 before:border-2 before:border-base-300 before:border-dashed before:absolute before:left-0 before:right-0 before:top-0 before:bottom-0 before:hidden before:rounded-2xl relative" data-targets="dashboard-dropzone.folderCards" data-full-name="<%= folder.full_name %>">
   <% if !is_long %>
-    <%= svg_icon('folder', class: 'w-6 h-6') %>
+    <%= svg_icon(icon, class: 'w-6 h-6') %>
   <% end %>
   <div class="text-lg font-semibold mt-1" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: <%= is_long ? 2 : 1 %>;">
     <% if is_long %>
-      <%= svg_icon('folder', class: 'w-6 h-6 inline') %>
+      <%= svg_icon(icon, class: 'w-6 h-6 inline') %>
     <% end %>
     <%= folder.name %>
   </div>

app/views/template_folders/_shared_folder.html.erb

@@ -0,0 +1,6 @@
+<a href="<%= templates_shared_index_path %>" class="flex h-full flex-col justify-between rounded-2xl py-5 px-6 w-full bg-base-200 before:border-2 before:border-base-300 before:border-dashed before:absolute before:left-0 before:right-0 before:top-0 before:bottom-0 before:hidden before:rounded-2xl relative">
+  <%= svg_icon('folder_up', class: 'w-6 h-6') %>
+  <div class="text-lg font-semibold mt-1 capitalize" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 1;">
+    <%= t('shared') %>
+  </div>
+</a>

app/views/template_folders/show.html.erb

@@ -30,7 +30,7 @@
       <% end %>
     </h1>
     <div class="flex space-x-2">
-      <% if params[:q].present? || @pagy.pages > 1 || @template_folders.present? %>
+      <% if params[:q].present? || @pagy.count.nil? || @pagy.count > 0 || @template_folders.present? %>
         <%= render 'shared/search_input' %>
       <% end %>
       <% if can?(:create, ::Template) %>
@@ -54,8 +54,8 @@
       <%= render partial: 'templates/template', collection: @templates %>
     </div>
     <% templates_order_select_html = capture do %>
-      <% if params[:q].blank? && @pagy.pages > 1 %>
-        <%= render 'shared/templates_order_select', with_recently_used: @pagy.count.present? && @pagy.count < 10_000 && !can?(:manage, :countless), selected_order: %>
+      <% if params[:q].blank? && @pagy.pages > 1 && !can?(:manage, :countless) %>
+        <%= render 'shared/templates_order_select', with_recently_used: @pagy.count.present? && @pagy.count < 10_000, selected_order: %>
       <% end %>
     <% end %>
     <%= render 'shared/pagination', pagy: @pagy, items_name: @templates.present? ? 'templates' : 'template_folders', right_additional_html: templates_order_select_html %>

app/views/templates/_submission.html.erb

@@ -7,7 +7,7 @@
         <div class="font-medium items-start w-full group-hover:link text-sm flex space-x-1">
           <%= svg_icon('file_text', class: 'w-4 h-4 mt-0.5 flex-shrink-0') %>
           <span style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-            <% (submission.name || template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %>
+            <% (submission.name || template&.name).to_s.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
             <%= svg_icon('arrow_right', class: 'w-4 h-4 sm:inline group-hover:visible invisible hidden') %>
           </span>
         </div>
@@ -51,7 +51,7 @@
               <a href="<%= submission_path(submission) %>" class="text-lg break-all peer">
                 <%= submitter.name || submitter.email || submitter.phone %>
               </a>
-              <% if can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
+              <% if !submitter.completed_at? && can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
                 <span class="pl-0.5 tooltip tooltip-top md:opacity-0 md:hover:opacity-100 md:peer-hover:opacity-100" data-tip="<%= t('edit') %>">
                   <%= link_to edit_submitter_path(submitter), class: 'shrink-0', data: { turbo_frame: 'modal' } do %>
                     <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -144,7 +144,7 @@
                     <a href="<%= submission_path(submission) %>" class="text-lg break-all peer">
                       <%= submitter.name || submitter.email || submitter.phone %>
                     </a>
-                    <% if can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
+                    <% if !submitter.completed_at? && can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
                       <span class="pl-0.5 tooltip tooltip-top md:opacity-0 md:hover:opacity-100 md:peer-hover:opacity-100" data-tip="<%= t('edit') %>">
                         <%= link_to edit_submitter_path(submitter), class: 'shrink-0', data: { turbo_frame: 'modal' } do %>
                           <%= svg_icon('pencil', class: 'w-5 h-5') %>

app/views/templates/_template.html.erb

@@ -11,7 +11,7 @@
         <%= svg_icon('user', class: 'w-4 h-4') %>
         <span><%= template.author.full_name.presence || template.author.email.to_s.sub(/\+\w+@/, '@') %></span>
         <% if template.account_id != current_account.id %>
-          <span class="badge badge-neutral badge-outline badge-sm text-[10px] uppercase"><%= t('shared') %></span>
+          <span class="badge badge-neutral badge-outline badge-sm text-[10px] uppercase !border-base-content/60"><%= t('shared') %></span>
         <% end %>
       </p>
       <p class="flex text-xs text-base-content/60">
@@ -19,7 +19,7 @@
           <%= svg_icon('calendar', class: 'w-4 h-4') %>
           <span><%= l(template.created_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %></span>
         </span>
-        <% if template.archived_at? %>
+        <% if local_assigns[:with_folder] %>
           <span class="flex items-center space-x-1 w-1/2">
             <%= svg_icon('folder', class: 'w-4 h-4 flex-shrink-0') %>
             <span class="truncate"><%= template.folder.full_name %></span>
@@ -37,14 +37,14 @@
           </a>
         </span>
       <% end %>
-      <% if template.archived_at? && can?(:update, template) %>
+      <% if template.archived_at? && can?(:destroy, template) %>
         <span class="tooltip tooltip-left" data-tip="<%= t('restore') %>">
           <%= button_to template_restore_index_path(template), class: 'btn btn-xs hover:btn-outline bg-base-200 btn-circle' do %>
             <%= svg_icon('rotate', class: 'w-4 h-4 enabled') %>
             <%= svg_icon('loader', class: 'w-4 h-4 animate-spin disabled') %>
           <% end %>
         </span>
-      <% elsif can?(:update, template) %>
+      <% elsif !template.archived_at? && can?(:update, template) %>
         <span class="tooltip tooltip-left" data-tip="<%= t('edit') %>">
           <a href="<%= edit_template_path(template) %>" class="btn btn-xs hover:btn-outline bg-base-200 btn-circle">
             <%= svg_icon('pencil', class: 'w-4 h-4') %>

app/views/templates/_title.html.erb

@@ -31,9 +31,12 @@
       <% else %>
         <div class="flex items-center justify-between">
           <div class="flex items-center">
-            <div class="flex items-center space-x-1 mt-1 peer">
-              <span class="badge badge-neutral badge-outline badge-md text-xs text-white uppercase"><%= t('shared') %></span>
-            </div>
+            <a href="<%= templates_shared_index_path %>" class="flex items-center space-x-1 mt-1">
+              <%= svg_icon('folder', class: 'w-5 h-5 flex-shrink-0') %>
+              <span class="text-sm capitalize">
+                <%= t('shared') %>
+              </span>
+            </a>
           </div>
         </div>
       <% end %>
@@ -88,7 +91,7 @@
       <% end %>
     <% end %>
     <% if template.archived_at? %>
-      <% if can?(:create, template) %>
+      <% if can?(:destroy, template) %>
         <%= button_to button_title(title: t('restore'), disabled_with: t('restoring')[..-4], icon: svg_icon('rotate', class: 'w-6 h-6')), template_restore_index_path(template), class: 'btn btn-outline btn-sm flex-1' %>
       <% end %>
       <%= link_to template_preview_path(template), class: 'btn btn-outline btn-sm flex-1' do %>

app/views/templates_archived/index.html.erb

@@ -14,7 +14,7 @@
 </div>
 <% if @pagy.count.nil? || @pagy.count > 0 %>
   <div class="grid gap-4 md:grid-cols-3">
-    <%= render partial: 'templates/template', collection: @templates %>
+    <%= render partial: 'templates/template', collection: @templates, locals: { with_folder: true } %>
   </div>
 <% elsif params[:q].present? %>
   <div class="text-center">

app/views/templates_dashboard/index.html.erb

@@ -23,7 +23,7 @@
       </h1>
     </div>
     <div class="flex space-x-2">
-      <% if params[:q].present? || @pagy.pages > 1 || @template_folders.present? %>
+      <% if params[:q].present? || @pagy.count.nil? || @pagy.count > 1 || @template_folders.present? %>
         <%= render 'shared/search_input' %>
       <% end %>
       <% if can?(:create, ::Template) %>
@@ -45,12 +45,18 @@
     <% end %>
   <% end %>
   <% templates_order_select_html = capture do %>
-    <% if params[:q].blank? && @pagy.pages > 1 %>
-      <%= render 'shared/templates_order_select', with_recently_used: @pagy.count.present? && @pagy.count < 10_000 && !can?(:manage, :countless), selected_order: %>
+    <% if params[:q].blank? && @pagy.pages > 1 && !can?(:manage, :countless) %>
+      <%= render 'shared/templates_order_select', with_recently_used: @pagy.count.present? && @pagy.count < 10_000, selected_order: %>
     <% end %>
   <% end %>
-  <% if @template_folders.present? %>
+  <% if @template_folders.present? || @show_default_folder || @show_shared_folder %>
     <div class="grid gap-4 md:grid-cols-3 <%= 'mb-6' if @templates.present? %>">
+      <% if @show_default_folder %>
+        <%= render 'template_folders/folder', folder: @default_folder %>
+      <% end %>
+      <% if @show_shared_folder %>
+        <%= render 'template_folders/shared_folder' %>
+      <% end %>
       <%= render partial: 'template_folders/folder', collection: @template_folders, as: :folder %>
     </div>
   <% end %>

app/views/templates_shared/index.html.erb

@@ -0,0 +1,54 @@
+<div>
+  <%= link_to(@is_archived ? templates_shared_index_path : root_path, class: 'flex items-center') do %>
+    <%= svg_icon('chevron_left', class: 'w-5 h-5') %>
+    <span style="margin-left: 3px"><%= @is_archived ? t('back_to_active') : t('home') %></span>
+  <% end %>
+</div>
+<div class="relative flex justify-between items-center w-full mb-4">
+  <h1 class="text-2xl truncate md:text-3xl font-bold flex items-center flex-grow min-w-0 space-x-2 md:flex <%= 'hidden' if params[:q].present? %>">
+    <%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %>
+    <span class="truncate capitalize"><%= t('shared') %></span>
+    <% if @is_archived %>
+      <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span>
+    <% end %>
+  </h1>
+  <div class="flex space-x-2">
+    <% if params[:q].present? || @pagy.count.nil? || @pagy.count > 1 %>
+      <%= render 'shared/search_input' %>
+    <% end %>
+  </div>
+</div>
+<% view_archived_html = capture do %>
+  <% if @has_archived && params[:q].blank? %>
+    <div>
+      <a href="<%= templates_shared_index_path(archived: true) %>" class="link text-sm"><%= t('view_archived') %></a>
+    </div>
+  <% end %>
+<% end %>
+<% if @pagy.count.nil? || @pagy.count > 0 %>
+  <div class="grid gap-4 md:grid-cols-3">
+    <%= render partial: 'templates/template', collection: @templates %>
+  </div>
+<% elsif params[:q].present? %>
+  <div class="text-center">
+    <div class="mt-16 text-3xl font-semibold">
+      <%= t('templates_not_found') %>
+    </div>
+  </div>
+  <% if @related_submissions.present? %>
+    <h1 class="text-2xl md:text-3xl sm:text-4xl font-bold mt-8 md:mt-4">
+      <%= t('submissions') %>
+    </h1>
+    <div class="space-y-4 mt-4">
+      <%= render partial: 'templates/submission', collection: @related_submissions, locals: { with_template: true } %>
+    </div>
+    <%= render 'shared/pagination', pagy: @related_submissions_pagy, items_name: 'submissions', next_page_path: @is_archived ? submissions_archived_index_path(q: params[:q]) : submissions_path(q: params[:q]) %>
+  <% end %>
+<% end %>
+<% if @pagy.pages > 1 %>
+  <%= render 'shared/pagination', pagy: @pagy, items_name: 'templates', left_additional_html: view_archived_html %>
+<% else %>
+  <div class="mt-2">
+    <%= view_archived_html %>
+  </div>
+<% end %>

app/views/users/_form.html.erb

@@ -18,7 +18,7 @@
           <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 %>
-      <% if user.persisted? && Accounts.can_send_emails?(current_account) %>
+      <% if user.persisted? && (Docuseal.multitenant? || Accounts.can_send_emails?(current_account)) %>
         <span class="label-text-alt mt-2 mx-1">
           <%= t('click_here_to_send_a_reset_password_email_html') %>
         </span>

config/routes.rb

@@ -91,6 +91,7 @@ Rails.application.routes.draw do
     resource :templates_upload, only: %i[show], path: 'new'
   end
   resources :templates_archived, only: %i[index], path: 'templates/archived'
+  resources :templates_shared, only: %i[index], path: 'templates/shared'
   resources :folders, only: %i[show edit update destroy], controller: 'template_folders'
   resources :template_sharings_testing, only: %i[create]
   resources :templates, only: %i[index], controller: 'templates_dashboard'

db/migrate/20260627065517_remove_submitters_completed_at_index.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+class RemoveSubmittersCompletedAtIndex < ActiveRecord::Migration[8.1]
+  def up
+    remove_index :submitters, %i[completed_at account_id], if_exists: true
+  end
+
+  def down
+    add_index :submitters, %i[completed_at account_id], if_not_exists: true
+  end
+end

db/migrate/20260627083558_add_submitters_completed_at_partial_index.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+class AddSubmittersCompletedAtPartialIndex < ActiveRecord::Migration[8.1]
+  def up
+    add_index :submitters, %i[account_id completed_at], where: 'completed_at IS NOT NULL', if_not_exists: true
+  end
+
+  def down
+    remove_index :submitters, %i[account_id completed_at], if_exists: true
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
+ActiveRecord::Schema[8.1].define(version: 2026_06_27_083558) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "btree_gin"
   enable_extension "pg_catalog.plpgsql"
@@ -405,8 +405,8 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
     t.datetime "updated_at", null: false
     t.string "uuid", null: false
     t.text "values", null: false
+    t.index ["account_id", "completed_at"], name: "index_submitters_on_account_id_and_completed_at", where: "(completed_at IS NOT NULL)"
     t.index ["account_id", "id"], name: "index_submitters_on_account_id_and_id"
-    t.index ["completed_at", "account_id"], name: "index_submitters_on_completed_at_and_account_id"
     t.index ["email"], name: "index_submitters_on_email"
     t.index ["external_id"], name: "index_submitters_on_external_id"
     t.index ["slug"], name: "index_submitters_on_slug", unique: true

lib/abilities/template_conditions.rb

@@ -4,16 +4,8 @@ module Abilities
   module TemplateConditions
     module_function
 
-    def collection(user, ability: nil)
-      templates = Template.where(account_id: user.account_id)
-
-      return templates unless user.account.testing?
-
-      shared_ids =
-        TemplateSharing.where({ ability:, account_id: [user.account_id, TemplateSharing::ALL_ID] }.compact)
-                       .select(:template_id)
-
-      Template.where(Template.arel_table[:id].in(templates.select(:id).arel.union(:all, shared_ids.arel)))
+    def collection(user)
+      Template.where(account_id: user.account_id)
     end
 
     def entity(template, user:, ability: nil)

lib/email_messages.rb

@@ -6,12 +6,8 @@ module EmailMessages
   def find_or_create_for_account_user(account, user, subject, body)
     subject = I18n.t(:you_are_invited_to_sign_a_document) if subject.blank?
 
-    sha1 = Digest::SHA1.hexdigest({ subject:, body: }.to_json)
+    message = account.email_messages.new(author: user, subject:, body:).tap(&:validate)
 
-    message = account.email_messages.find_by(sha1:)
-
-    message ||= account.email_messages.create!(author: user, subject:, body:)
-
-    message
+    account.email_messages.find_by(sha1: message.sha1) || message.tap { |m| m.save!(validate: false) }
   end
 end

lib/mcp/tools/load_template.rb

@@ -30,9 +30,9 @@ module Mcp
       def call(arguments, _current_user, current_ability)
         template = Template.accessible_by(current_ability).find_by(id: arguments['template_id'])
 
-        return { content: [{ type: 'text', text: 'Template not found' }], isError: true } unless template
-
-        current_ability.authorize!(:read, template)
+        if !template || !current_ability.can?(:read, template)
+          return { content: [{ type: 'text', text: 'Template not found' }], isError: true }
+        end
 
         submitters_index = template.submitters.index_by { |s| s['uuid'] }
 

lib/mcp/tools/send_documents.rb

@@ -69,11 +69,13 @@ module Mcp
 
       module_function
 
-      # rubocop:disable Metrics/MethodLength
+      # rubocop:disable Metrics
       def call(arguments, current_user, current_ability)
         template = Template.accessible_by(current_ability).find_by(id: arguments['template_id'])
 
-        return { content: [{ type: 'text', text: 'Template not found' }], isError: true } unless template
+        if !template || !current_ability.can?(:read, template)
+          return { content: [{ type: 'text', text: 'Template not found' }], isError: true }
+        end
 
         if template.archived_at?
           return { content: [{ type: 'text', text: 'Template has been archived' }], isError: true }
@@ -101,8 +103,8 @@ module Mcp
           template:,
           user: current_user,
           source: :mcp,
-          submitters_order: 'random',
-          submissions_attrs: { submitters: submitters },
+          submitters_order: template.preferences['submitters_order'].presence || 'random',
+          submissions_attrs: { submitters: },
           params: { 'send_email' => true, 'submitters' => submitters }
         )
 
@@ -141,7 +143,7 @@ module Mcp
       rescue Submissions::CreateFromSubmitters::BaseError => e
         { content: [{ type: 'text', text: e.message }], isError: true }
       end
-      # rubocop:enable Metrics/MethodLength
+      # rubocop:enable Metrics
     end
   end
 end

lib/submissions/generate_audit_trail.rb

@@ -61,7 +61,7 @@ module Submissions
         ActiveStorage::Attachment.create!(
           blob: ActiveStorage::Blob.create_and_upload!(
             io: io.tap(&:rewind), filename: "#{I18n.t('audit_log')} - " \
-                                            "#{submission.name || submission.template.name}.pdf"
+                                            "#{submission.name || submission.template&.name}.pdf"
           ),
           name: 'audit_trail',
           record: submission

lib/submissions/generate_combined_attachment.rb

@@ -37,7 +37,7 @@ module Submissions
 
       ActiveStorage::Attachment.create!(
         blob: ActiveStorage::Blob.create_and_upload!(
-          io: io.tap(&:rewind), filename: "#{submission.name || submission.template.name}.pdf"
+          io: io.tap(&:rewind), filename: "#{submission.name || submission.template&.name}.pdf"
         ),
         name: with_audit ? 'combined_document' : 'merged_document',
         record: submission

lib/submissions/generate_preview_attachments.rb

@@ -68,7 +68,7 @@ module Submissions
           submission:,
           values_hash:,
           name: 'preview_merged_document',
-          filename: "#{submission.name || template.name}.pdf"
+          filename: "#{submission.name || template&.name}.pdf"
         )
 
         ApplicationRecord.no_touching { attachment.save! }
@@ -112,7 +112,7 @@ module Submissions
             submitter:,
             uuid: GenerateResultAttachments.images_pdf_uuid(original_documents.select(&:image?)),
             values_hash:,
-            filename: "#{submission.name || template.name}.pdf"
+            filename: "#{submission.name || template&.name}.pdf"
           )
 
         ApplicationRecord.no_touching do

lib/submissions/generate_result_attachments.rb

@@ -125,7 +125,7 @@ module Submissions
           tsa_url:,
           pkcs:,
           uuid: images_pdf_uuid(original_documents.select(&:image?)),
-          name: submission.name || submission.template.name
+          name: submission.name || submission.template&.name
         )
 
       ApplicationRecord.no_touching do

lib/submitters/normalize_values.rb

@@ -305,9 +305,7 @@ module Submitters
 
       return unless blob
 
-      return blob unless blob.attachments.exists?
-
-      return blob if account.submitters.exists?(id: blob.attachments.where(record_type: 'Submitter').select(:record_id))
+      return blob if blob.attachments.take&.record&.account_id == account.id
 
       nil
     end

lib/templates.rb

@@ -47,6 +47,21 @@ module Templates
     nil
   end
 
+  def shared(current_user)
+    account = current_user.account
+
+    return Template.none if Docuseal.multitenant? ? !account.testing? : !account.linked_account_account
+
+    shared_account_ids = [current_user.account_id]
+    shared_account_ids << TemplateSharing::ALL_ID if !Docuseal.multitenant? && !account.testing?
+
+    exists_access = TemplateAccess.where(TemplateAccess.arel_table[:template_id].eq(Template.arel_table[:id]))
+                                  .select(1).arel.exists
+
+    Template.where(id: TemplateSharing.where(account_id: shared_account_ids).select(:template_id))
+            .where.not(exists_access)
+  end
+
   def search(current_user, templates, keyword)
     if Docuseal.fulltext_search?
       fulltext_search(current_user, templates, keyword)
@@ -55,6 +70,21 @@ module Templates
     end
   end
 
+  def search_shared(current_user, templates, keyword)
+    return templates if keyword.blank?
+
+    if Docuseal.fulltext_search?
+      templates.where(
+        id: SearchEntry.where(record_type: 'Template')
+                       .where(account_id: current_user.account.linked_account_account&.account_id)
+                       .where(*SearchEntries.build_tsquery(keyword))
+                       .select(:record_id)
+      )
+    else
+      plain_search(templates, keyword)
+    end
+  end
+
   def plain_search(templates, keyword)
     return templates if keyword.blank?
 
@@ -68,8 +98,7 @@ module Templates
 
     templates.where(
       id: SearchEntry.where(record_type: 'Template')
-                     .where(account_id: [current_user.account_id,
-                                         current_user.account.linked_account_account&.account_id].compact)
+                     .where(account_id: current_user.account_id)
                      .where(*SearchEntries.build_tsquery(keyword))
                      .select(:record_id)
     )