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/submission_documents_controller.rb

@@ -9,7 +9,7 @@ module Api
                  (@submission.schema_documents || @submission.template.schema_documents).size > 1
 
       documents =
-        if @submission.submitters.all?(&:completed_at?)
+        if @submission.completed_at?
           build_completed_documents(@submission, merge: is_merge)
         else
           build_preview_documents(@submission, merge: is_merge)

app/controllers/api/submission_events_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :submission, parent: false
 
     def index
-      submissions = build_completed_query(@submissions)
+      submissions = @submissions.active.where.not(completed_at: nil)
 
       params[:after] = Time.zone.at(params[:after].to_i) if params[:after].present?
       params[:before] = Time.zone.at(params[:before].to_i) if params[:before].present?
@@ -36,20 +36,5 @@ module Api
         }
       }
     end
-
-    private
-
-    def build_completed_query(submissions)
-      submissions = submissions.where(
-        Submitter.where(completed_at: nil).where(
-          Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-        ).select(1).arel.exists.not
-      )
-
-      submissions.joins(:submitters)
-                 .group(:id)
-                 .select(Submission.arel_table[Arel.star],
-                         Submitter.arel_table[:completed_at].maximum.as('completed_at'))
-    end
   end
 end

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 completed_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]
 
@@ -9,14 +13,28 @@ module Api
       authorize!(:create, Submission)
     end
 
+    before_action :maybe_return_template_error, only: :create
+
     def index
       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)
 
@@ -42,7 +60,7 @@ module Api
         end
       end
 
-      if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
+      if @submission.audit_trail_attachment.blank? && @submission.completed_at?
         @submission.audit_trail_attachment = Submissions::EnsureAuditGenerated.call(@submission)
       end
 
@@ -52,20 +70,6 @@ module Api
     def create
       Params::SubmissionCreateValidator.call(params)
 
-      return render json: { error: 'Template not found' }, status: :unprocessable_content if @template.nil?
-
-      if @template.archived_at?
-        Rollbar.warning("Archived template submission: #{@template.id}") if defined?(Rollbar)
-
-        return render json: { error: 'Template has been archived' }, status: :unprocessable_content
-      end
-
-      if @template.fields.blank?
-        Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
-
-        return render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
-      end
-
       params[:send_email] = true unless params.key?(:send_email)
       params[:send_sms] = false unless params.key?(:send_sms)
 
@@ -76,10 +80,16 @@ module Api
       Submissions.send_signature_requests(submissions)
 
       submissions.each do |submission|
+        if submission.submitters.all?(&:completed_at?) && Submissions.maybe_update_completed_at(submission)
+          last_submitter = submission.submitters.max_by(&:completed_at)
+        end
+
         submission.submitters.each do |submitter|
           next unless submitter.completed_at?
 
-          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id, 'send_invitation_email' => false)
+          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id,
+                                                      'is_last' => submitter == last_submitter,
+                                                      'send_invitation_email' => false)
         end
       end
 
@@ -107,6 +117,22 @@ module Api
 
     private
 
+    def maybe_return_template_error
+      return render json: { error: 'Template not found' }, status: :unprocessable_content if @template.nil?
+
+      if @template.archived_at?
+        Rollbar.warning("Archived template submission: #{@template.id}") if defined?(Rollbar)
+
+        return render json: { error: 'Template has been archived' }, status: :unprocessable_content
+      end
+
+      return if @template.fields.present?
+
+      Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
+
+      render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
+    end
+
     def filter_submissions(submissions, params)
       submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
       submissions = submissions.where(slug: params[:slug]) if params[:slug].present?

app/controllers/api/submitters_controller.rb

@@ -4,6 +4,8 @@ module Api
   class SubmittersController < ApiBaseController
     load_and_authorize_resource :submitter
 
+    before_action :maybe_return_submitter_error, only: :update
+
     def index
       submitters = Submitters.search(current_user, @submitters, params[:q])
 
@@ -36,14 +38,6 @@ module Api
 
     # rubocop:disable Metrics/MethodLength
     def update
-      if @submitter.completed_at?
-        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
-      end
-
-      if @submitter.declined_at?
-        return render json: { error: 'Submitter has already declined the submission.' }, status: :unprocessable_content
-      end
-
       submission = @submitter.submission
       role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
 
@@ -73,7 +67,9 @@ module Api
       end
 
       if @submitter.completed_at?
-        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id)
+        is_last = Submissions.maybe_update_completed_at(@submitter.submission)
+
+        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id, 'is_last' => is_last)
       elsif normalized_params[:send_email] || normalized_params[:send_sms]
         Submitters.send_signature_requests([@submitter])
       end
@@ -104,7 +100,17 @@ module Api
 
     private
 
-    def maybe_filder_by_completed_at(submitters, params)
+    def maybe_return_submitter_error
+      if @submitter.completed_at?
+        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
+      end
+
+      return unless @submitter.declined_at?
+
+      render json: { error: 'Submitter has already declined the submission.' }, status: :unprocessable_content
+    end
+
+    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 +183,7 @@ 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

@@ -7,17 +7,27 @@ 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)
 
-    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
-                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
-                   else
-                     @submissions.order(id: :desc)
-                   end
+    @submissions =
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
+        @submissions.order(completed_at: :desc)
+      else
+        @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]
@@ -23,7 +21,7 @@ class SubmissionsController < ApplicationController
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
-    unless @submission.submitters.all?(&:completed_at?)
+    unless @submission.completed_at?
       ActiveRecord::Associations::Preloader.new(
         records: [@submission],
         associations: [{ submitters: :start_form_submission_events }]
@@ -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

@@ -8,17 +8,27 @@ 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)
 
-    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
-                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
-                   else
-                     @submissions.order(id: :desc)
-                   end
+    @submissions =
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
+        @submissions.order(completed_at: :desc)
+      else
+        @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_preview_controller.rb

@@ -25,7 +25,7 @@ class SubmissionsPreviewController < ApplicationController
 
     raise ActionController::RoutingError, I18n.t('not_found') if @submission.account.archived_at?
 
-    if !@submission.submitters.all?(&:completed_at?) && !signature_valid &&
+    if !@submission.completed_at? && !signature_valid &&
        (!current_user || !current_ability.can?(:read, @submission))
       raise ActionController::RoutingError, I18n.t('not_found')
     end

app/controllers/submissions_unarchive_controller.rb

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

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

@@ -10,12 +10,12 @@ class TemplatesArchivedSubmissionsController < ApplicationController
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
-                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                     @submissions.order(completed_at: :desc)
                    else
                      @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

@@ -14,12 +14,13 @@ class TemplatesController < ApplicationController
     submissions = Submissions::Filter.filter_by_status(submissions, params)
 
     submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
-                    submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                    submissions.order(completed_at: :desc)
                   else
                     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/javascript/template_builder/field_context_menu.vue

@@ -600,7 +600,8 @@ export default {
       }
     },
     showFont () {
-      return ['text', 'number', 'date', 'select', 'heading', 'cells'].includes(this.field.type)
+      return ['text', 'number', 'date', 'select', 'heading', 'cells'].includes(this.field.type) ||
+        (['radio', 'multiple'].includes(this.field.type) && this.field.areas?.every((a) => !a.option_uuid))
     },
     showDescription () {
       return !['stamp', 'heading', 'strikethrough'].includes(this.field.type)

app/javascript/template_builder/field_settings.vue

@@ -452,7 +452,7 @@
     class="pb-0.5 mt-0.5"
   >
   <li
-    v-if="['text', 'number', 'date', 'select', 'heading', 'cells'].includes(field.type)"
+    v-if="['text', 'number', 'date', 'select', 'heading', 'cells'].includes(field.type) || (['radio', 'multiple'].includes(field.type) && field.areas?.every((a) => !a.option_uuid))"
     class="field-settings-font"
   >
     <label

app/jobs/process_submission_expired_job.rb

@@ -11,7 +11,7 @@ class ProcessSubmissionExpiredJob
     return if submission.archived_at?
     return if submission.template&.archived_at?
     return if submission.submitters.where.not(declined_at: nil).exists?
-    return unless submission.submitters.exists?(completed_at: nil)
+    return if submission.completed_at?
 
     WebhookUrls.enqueue_events(submission, 'submission.expired')
   end

app/jobs/process_submitter_completion_job.rb

@@ -5,30 +5,38 @@ class ProcessSubmitterCompletionJob
 
   def perform(params = {})
     submitter = Submitter.find(params['submitter_id'])
+    submission = submitter.submission
 
     create_completed_submitter!(submitter)
 
-    is_all_completed = !submitter.submission.submitters.exists?(completed_at: nil)
+    is_last =
+      if params.key?('is_last')
+        params['is_last']
+      else
+        !submission.submitters.exists?(completed_at: nil) &&
+          submitter.completed_at == submission.submitters.maximum(:completed_at)
+      end
 
     Submissions::EnsureResultGenerated.call(submitter)
 
-    if is_all_completed && submitter.completed_at == submitter.submission.submitters.maximum(:completed_at)
-      if submitter.submission.account.account_configs.exists?(key: AccountConfig::COMBINE_PDF_RESULT_KEY, value: true)
+    if is_last
+      if submission.account.account_configs.exists?(key: AccountConfig::COMBINE_PDF_RESULT_KEY, value: true)
         Submissions::EnsureCombinedGenerated.call(submitter)
       end
 
-      Submissions::EnsureAuditGenerated.call(submitter.submission)
+      Submissions::EnsureAuditGenerated.call(submission)
 
       enqueue_completed_emails(submitter)
     end
 
     create_completed_documents!(submitter)
 
-    if !is_all_completed && submitter.submission.submitters_order_preserved? && params['send_invitation_email'] != false
+    if !submission.completed_at && submission.submitters_order_preserved? && params['send_invitation_email'] != false &&
+       Submission.exists?(id: submission.id, completed_at: nil)
       enqueue_next_submitter_request_notification(submitter)
     end
 
-    enqueue_completed_webhooks(submitter, is_all_completed:)
+    enqueue_completed_webhooks(submitter, is_last:)
   end
 
   def create_completed_submitter!(submitter)
@@ -77,7 +85,7 @@ class ProcessSubmitterCompletionJob
     end
   end
 
-  def enqueue_completed_webhooks(submitter, is_all_completed: false)
+  def enqueue_completed_webhooks(submitter, is_last: false)
     event_uuids = {}
 
     WebhookUrls.for_account_id(submitter.account_id, %w[form.completed submission.completed]).each do |webhook|
@@ -89,7 +97,7 @@ class ProcessSubmitterCompletionJob
                                                          'webhook_url_id' => webhook.id)
       end
 
-      next unless webhook.events.include?('submission.completed') && is_all_completed
+      next unless webhook.events.include?('submission.completed') && is_last
 
       event_uuids['submission.completed'] ||= SecureRandom.uuid
 

app/mailers/submitter_mailer.rb

@@ -16,7 +16,7 @@ class SubmitterMailer < ApplicationMailer
 
     template_submitters_index = @email_message.blank? ? build_submitter_preferences_index(@submitter) : {}
 
-    @body = @email_message&.body.presence ||
+    @body = @email_message&.normalized_body.presence ||
             template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
             @submitter.template&.preferences&.dig('request_email_body').presence
 
@@ -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/account.rb

@@ -24,6 +24,7 @@ class Account < ApplicationRecord
   has_many :encrypted_configs, dependent: :destroy
   has_many :account_configs, dependent: :destroy
   has_many :email_messages, dependent: :destroy
+  has_many :email_message_assets, dependent: :destroy
   has_many :templates, dependent: :destroy
   has_many :template_folders, dependent: :destroy
   has_one :default_template_folder, -> { where(name: TemplateFolder::DEFAULT_NAME) },

app/models/email_message.rb

@@ -33,6 +33,15 @@ class EmailMessage < ApplicationRecord
 
   before_validation :set_sha1, on: :create
 
+  def normalized_body
+    @normalized_body ||=
+      if body&.include?(EmailMessages::ASSET_PREFIX)
+        EmailMessages.rebuild_body_with_assets(account_id, body)
+      else
+        body
+      end
+  end
+
   def set_sha1
     self.sha1 = Digest::SHA1.hexdigest({ subject:, body: }.to_json)
   end

app/models/email_message_asset.rb

@@ -0,0 +1,30 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: email_message_assets
+#
+#  id         :bigint           not null, primary key
+#  data       :text             not null
+#  sha1       :string           not null
+#  created_at :datetime         not null
+#  updated_at :datetime         not null
+#  account_id :bigint           not null
+#
+# Indexes
+#
+#  index_email_message_assets_on_account_id_and_sha1  (account_id,sha1) UNIQUE
+#
+# Foreign Keys
+#
+#  fk_rails_...  (account_id => accounts.id)
+#
+class EmailMessageAsset < ApplicationRecord
+  belongs_to :account
+
+  before_validation :set_sha1, on: :create
+
+  def set_sha1
+    self.sha1 = Digest::SHA1.hexdigest(data.to_s)
+  end
+end

app/models/submission.rb

@@ -6,6 +6,7 @@
 #
 #  id                  :bigint           not null, primary key
 #  archived_at         :datetime
+#  completed_at        :datetime
 #  expire_at           :datetime
 #  name                :text
 #  preferences         :text             not null
@@ -25,7 +26,9 @@
 #
 # Indexes
 #
+#  index_submissions_on_account_id_and_completed_at                 (account_id,completed_at) WHERE ((completed_at IS NOT NULL) AND (archived_at IS NULL))
 #  index_submissions_on_account_id_and_id                           (account_id,id)
+#  index_submissions_on_account_id_and_id_pending                   (account_id,id) WHERE ((completed_at IS NULL) AND (archived_at IS NULL))
 #  index_submissions_on_account_id_and_template_id_and_id           (account_id,template_id,id) WHERE (archived_at IS NULL)
 #  index_submissions_on_account_id_and_template_id_and_id_archived  (account_id,template_id,id) WHERE (archived_at IS NOT NULL)
 #  index_submissions_on_created_by_user_id                          (created_by_user_id)
@@ -89,22 +92,18 @@ class Submission < ApplicationRecord
   scope :active, -> { where(archived_at: nil) }
   scope :archived, -> { where.not(archived_at: nil) }
   scope :pending, lambda {
-    where(expire_at: nil).or(where(expire_at: Time.current..))
-                         .where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-                                         .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
-  }
-  scope :completed, lambda {
-    where.not(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-     .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
+    where(expire_at: nil).or(where(expire_at: Time.current..)).where(completed_at: nil)
   }
+  scope :completed, -> { where.not(completed_at: nil) }
   scope :declined, lambda {
-    where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-     .and(Submitter.arel_table[:declined_at].not_eq(nil))).select(1).arel.exists)
+    where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id]))
+                   .where.not(declined_at: nil).limit(1).arel.exists)
   }
-  scope :expired, lambda {
-    where(expire_at: ..Time.current)
-      .where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-                      .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
+  scope :expired, -> { where(expire_at: ..Time.current).where(completed_at: nil) }
+
+  scope :select_for_list, lambda {
+    select(:id, :name, :created_by_user_id, :account_id, :completed_at,
+           :created_at, :archived_at, :expire_at, :template_id, :template_submitters)
   }
 
   enum :source, {

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/_email_attribution.html.erb

@@ -4,7 +4,9 @@
 <p>
   <% if @current_account&.testing? %>
     <%= t('sent_using_product_name_in_testing_mode_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/start", product_name: Docuseal.product_name) %>
-  <% else %>
+  <% elsif Docuseal.multitenant? %>
     <%= t('sent_using_product_name_free_document_signing_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/start", product_name: Docuseal.product_name) %>
+  <% else %>
+    <%= t('sent_using_product_name_open_source_software_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/open", product_name: Docuseal.product_name) %>
   <% end %>
 </p>

app/views/shared/_navbar.html.erb

@@ -71,10 +71,11 @@
             <% end %>
           <% end %>
           <li>
-            <%= button_to destroy_user_session_path, method: :delete, data: { turbo: false }, class: 'flex items-center' do %>
-              <%= svg_icon('logout', class: 'w-5 h-5 flex-shrink-0 stroke-2 mr-2 inline') %>
-              <span class="mr-1 whitespace-nowrap"><%= t('sign_out') %></span>
-            <% end %>
+            <button form="destroy_user_session_form">
+              <%= svg_icon('logout', class: 'w-5 h-5 flex-shrink-0 stroke-2 inline') %>
+              <span class="whitespace-nowrap"><%= t('sign_out') %></span>
+            </button>
+            <%= button_to '', destroy_user_session_path, method: :delete, data: { turbo: false }, form: { id: 'destroy_user_session_form' }, form_class: 'hidden' %>
           </li>
         </ul>
       </div>

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>
@@ -57,7 +56,7 @@
       <div class="form-control">
         <%= f.label :message, t('body'), class: 'label' %>
         <% body_variables = AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY] %>
-        <%= render 'personalization_settings/markdown_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
+        <%= render 'personalization_settings/markdown_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
         <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
           <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
             <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
@@ -92,7 +91,7 @@
               </div>
               <div class="form-control">
                 <%= ff.label :message, t('body'), class: 'label' %>
-                <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
+                <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
               </div>
             </div>
           <% end %>

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

@@ -12,11 +12,10 @@
   <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?) %>
-      <% if signed_in? && can?(:create, @submission) && @submission.archived_at? && !is_all_completed %>
+      <% if signed_in? && can?(:destroy, @submission) && @submission.archived_at? && !@submission.completed_at? %>
         <%= button_to button_title(title: t('unarchive'), disabled_with: t('unarchive')[0..-2], icon: svg_icon('rotate', class: 'w-6 h-6')), submission_unarchive_index_path(@submission), class: 'btn btn-primary btn-ghost text-base hidden md:flex' %>
       <% end %>
       <% if @submission.audit_trail.present? %>
@@ -30,16 +29,19 @@
           <span class="hidden md:block"><%= t('event_log') %></span>
         <% end %>
       <% end %>
-      <% if signed_in? && !is_all_completed && can?(:manage, :resend_all) && @submission.submitters.to_a.size > 3 && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && can?(:update, @submission) %>
+      <% if signed_in? && !@submission.completed_at? && can?(:manage, :resend_all) && @submission.submitters.to_a.size > 3 && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && can?(:update, @submission) %>
         <% pending_submitters_count = @submission.submitters.to_a.count { |s| !s.completed_at? && s.email.present? && !s.declined_at? } %>
         <% if pending_submitters_count.positive? %>
           <%= button_to button_title(title: t('re_send_emails'), title_class: 'hidden md:inline', disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), submission_resend_email_index_path(@submission), class: 'white-button', data: { turbo_confirm: t('are_you_sure_you_want_to_re_send_email_to_n_recipients', count: pending_submitters_count) } %>
         <% end %>
       <% end %>
       <% if @submission.submitters.to_a.any?(&:completed_at?) %>
-        <% if is_all_completed || !is_combined_enabled %>
+        <% show_combined_download = @submission.completed_at? && !is_combined_enabled %>
+        <% show_unarchive = signed_in? && can?(:destroy, @submission) && @submission.archived_at? && @submission.completed_at? %>
+        <% show_download_dropdown = show_combined_download || show_unarchive %>
+        <% if @submission.completed_at? || !is_combined_enabled %>
           <div class="join relative">
-            <download-button role="button" tabindex="0" aria-label="<%= t('download') %>" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: is_combined_enabled }.compact_blank) : submissions_preview_download_index_path(@submission.slug, combined: is_combined_enabled.presence)) : submission_download_index_path(@submission, combined: is_combined_enabled.presence) %>" class="base-button <%= '!rounded-r-none !pr-2' if is_all_completed && !is_combined_enabled %>">
+            <download-button role="button" tabindex="0" aria-label="<%= t('download') %>" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: is_combined_enabled }.compact_blank) : submissions_preview_download_index_path(@submission.slug, combined: is_combined_enabled.presence)) : submission_download_index_path(@submission, combined: is_combined_enabled.presence) %>" class="base-button <%= '!rounded-r-none !pr-2' if show_download_dropdown %>">
               <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
                 <%= svg_icon('download', class: 'w-6 h-6') %>
                 <span class="hidden md:inline"><%= t('download') %></span>
@@ -49,26 +51,36 @@
                 <span class="hidden md:inline"><%= t('downloading') %></span>
               </span>
             </download-button>
-            <% if is_all_completed && !is_combined_enabled %>
-              <div class="dropdown dropdown-end">
+            <% if show_download_dropdown %>
+              <div class="dropdown dropdown-end has-[button:disabled]:dropdown-open">
                 <label tabindex="0" aria-label="<%= t('download') %>" class="base-button !rounded-l-none !pl-1 !pr-2 !border-l-neutral-500">
                   <span class="text-sm align-text-top">
                     <%= svg_icon('chevron_down', class: 'w-6 h-6 flex-shrink-0 stroke-2') %>
                   </span>
                 </label>
                 <ul class="z-10 dropdown-content p-2 mt-2 shadow menu text-base bg-base-100 rounded-box text-right">
-                  <li>
-                    <download-button role="button" tabindex="0" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: true }.compact) : submissions_preview_download_index_path(@submission.slug, combined: true)) : submission_download_index_path(@submission, combined: true) %>" class="flex items-center">
-                      <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
-                        <%= svg_icon('download', class: 'w-6 h-6 flex-shrink-0') %>
-                        <span class="whitespace-nowrap"><%= t('download_combined_pdf') %></span>
-                      </span>
-                      <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                        <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
-                        <span><%= t('downloading') %></span>
-                      </span>
-                    </download-button>
-                  </li>
+                  <% if show_combined_download %>
+                    <li>
+                      <download-button role="button" tabindex="0" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: true }.compact) : submissions_preview_download_index_path(@submission.slug, combined: true)) : submission_download_index_path(@submission, combined: true) %>" class="flex items-center">
+                        <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+                          <%= svg_icon('download', class: 'w-6 h-6 flex-shrink-0') %>
+                          <span class="whitespace-nowrap"><%= t('download_combined_pdf') %></span>
+                        </span>
+                        <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                          <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
+                          <span><%= t('downloading') %></span>
+                        </span>
+                      </download-button>
+                    </li>
+                  <% end %>
+                  <% if show_unarchive %>
+                    <li>
+                      <button form="submission_unarchive_form">
+                        <%= button_title(title: t('unarchive'), disabled_with: t('unarchive'), icon: svg_icon('rotate', class: 'w-6 h-6 flex-shrink-0')) %>
+                      </button>
+                      <%= button_to '', submission_unarchive_index_path(@submission), form: { id: 'submission_unarchive_form' }, form_class: 'hidden' %>
+                    </li>
+                  <% end %>
                 </ul>
               </div>
             <% end %>
@@ -232,7 +244,7 @@
                 </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>
@@ -28,7 +28,7 @@
   <% end %>
   <div class="w-full flex flex-col md:flex-row space-y-4 md:space-y-0 md:justify-between px-5 md:px-6 pb-5 md:items-center pt-5 relative cursor-pointer">
     <% submitters = (submission.template_submitters || submission.template.submitters).filter_map { |item| submission.submitters.find { |e| e.uuid == item['uuid'] } } %>
-    <% is_submission_completed = submitters.all?(&:completed_at?) && submitters.size.positive? %>
+    <% is_submission_completed = submission.completed_at? %>
     <% if submitters.size == 1 %>
       <div>
         <% submitter = submitters.first %>
@@ -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/show.html.erb

@@ -37,7 +37,7 @@
         </div>
         <% unless can?(:manage, :countless) %>
           <div class="badge badge-neutral badge-outline font-medium">
-            <%= params[:status].blank? && filter_params.blank? ? @pagy.count : @base_submissions.unscope(:group, :order).select(:id).distinct.count %>
+            <%= params[:status].blank? && filter_params.blank? ? @pagy.count : @base_submissions.count %>
           </div>
         <% end %>
       </a>
@@ -48,7 +48,7 @@
         </div>
         <% unless can?(:manage, :countless) %>
           <div class="badge badge-neutral badge-outline font-medium">
-            <%= params[:status] == 'pending' && filter_params.blank? ? @pagy.count : @base_submissions.pending.unscope(:group, :order).select(:id).distinct.count %>
+            <%= params[:status] == 'pending' && filter_params.blank? ? @pagy.count : @base_submissions.pending.count %>
           </div>
         <% end %>
       </a>
@@ -59,7 +59,7 @@
         </div>
         <% unless can?(:manage, :countless) %>
           <div class="badge badge-neutral badge-outline font-medium">
-            <%= params[:status] == 'completed' && filter_params.blank? ? @pagy.count : @base_submissions.completed.unscope(:group, :order).select(:id).distinct.count %>
+            <%= params[:status] == 'completed' && filter_params.blank? ? @pagy.count : @base_submissions.completed.count %>
           </div>
         <% end %>
       </a>

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/locales/i18n.yml

@@ -86,6 +86,7 @@ en: &en
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'You have been invited to %{account_name} %{product_name}. Please sign up using the link below:'
   sent_using_product_name_in_testing_mode_html: 'Sent using <a href="%{product_url}">%{product_name}</a> in testing mode'
   sent_using_product_name_free_document_signing_html: 'Sent using <a href="%{product_url}">%{product_name}</a> free document signing.'
+  sent_using_product_name_open_source_software_html: 'Sent using <a href="%{product_url}">%{product_name}</a> open-source software.'
   sent_with_docuseal_pro_html: 'Sent with <a href="%{product_url}">DocuSeal Pro</a>'
   show_send_with_docuseal_pro_attribution_in_emails_html: Show "Sent with <span class="link">DocuSeal Pro</span>" attribution in emails
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Sign documents with trusted certificate provided by DocuSeal. Your documents and data are never shared with DocuSeal. PDF checksum is provided to generate a trusted signature.
@@ -1142,6 +1143,7 @@ es: &es
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'Has sido invitado a %{account_name} %{product_name}. Por favor, regístrate usando el enlace a continuación:'
   sent_using_product_name_in_testing_mode_html: 'Enviado usando <a href="%{product_url}">%{product_name}</a> en Modo de Prueba'
   sent_using_product_name_free_document_signing_html: 'Enviado usando la firma de documentos gratuita de <a href="%{product_url}">%{product_name}</a>.'
+  sent_using_product_name_open_source_software_html: 'Enviado usando el software de código abierto de <a href="%{product_url}">%{product_name}</a>.'
   sent_with_docuseal_pro_html: 'Enviado con <a href="%{product_url}">DocuSeal Pro</a>'
   show_send_with_docuseal_pro_attribution_in_emails_html: Mostrar el mensaje "Enviado con <span class="link">DocuSeal Pro</span>" en los correos electrónicos
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Firme documentos con un certificado de confianza proporcionado por DocuSeal. Sus documentos y datos nunca se comparten con DocuSeal. Se proporciona un checksum de PDF para generar una firma de confianza.
@@ -2195,6 +2197,7 @@ it: &it
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'Sei stato invitato a %{account_name} %{product_name}. Registrati utilizzando il link qui sotto:'
   sent_using_product_name_in_testing_mode_html: 'Inviato utilizzando <a href="%{product_url}">%{product_name}</a> in Modalità di Test'
   sent_using_product_name_free_document_signing_html: 'Inviato utilizzando la firma di documenti gratuita di <a href="%{product_url}">%{product_name}</a>.'
+  sent_using_product_name_open_source_software_html: 'Inviato utilizzando il software open source di <a href="%{product_url}">%{product_name}</a>.'
   sent_with_docuseal_pro_html: 'Inviato con <a href="%{product_url}">DocuSeal Pro</a>'
   show_send_with_docuseal_pro_attribution_in_emails_html: Mostra la dicitura "Inviato con <span class="link">DocuSeal Pro</span>" nelle email
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: "Firma documenti con un certificato di fiducia fornito da DocuSeal. I tuoi documenti e i tuoi dati non vengono mai condivisi con DocuSeal. Il checksum PDF è fornito per generare una firma di fiducia."
@@ -3248,6 +3251,7 @@ fr: &fr
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'Vous avez été invité à %{account_name} %{product_name}. Veuillez vous inscrire en utilisant le lien ci-dessous :'
   sent_using_product_name_in_testing_mode_html: Envoyé avec <a href="%{product_url}">%{product_name}</a> en mode test
   sent_using_product_name_free_document_signing_html: Envoyé avec <a href="%{product_url}">%{product_name}</a> signature de documents gratuite.
+  sent_using_product_name_open_source_software_html: Envoyé avec le logiciel open source <a href="%{product_url}">%{product_name}</a>.
   sent_with_docuseal_pro_html: Envoyé avec <a href="%{product_url}">DocuSeal Pro</a>
   show_send_with_docuseal_pro_attribution_in_emails_html: Afficher l’attribution "Envoyé avec <span class="link">DocuSeal Pro</span>" dans les e‑mails
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Signez des documents avec un certificat de confiance fourni par DocuSeal. Vos documents et données ne sont jamais partagés avec DocuSeal. Une empreinte (checksum) PDF est fournie pour générer une signature de confiance.
@@ -4298,6 +4302,7 @@ pt: &pt
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'Você foi convidado para %{account_name} %{product_name}. Inscreva-se usando o link abaixo:'
   sent_using_product_name_in_testing_mode_html: 'Enviado usando <a href="%{product_url}">%{product_name}</a> no Modo de Teste'
   sent_using_product_name_free_document_signing_html: 'Enviado usando a assinatura gratuita de documentos de <a href="%{product_url}">%{product_name}</a>.'
+  sent_using_product_name_open_source_software_html: 'Enviado usando o software de código aberto <a href="%{product_url}">%{product_name}</a>.'
   sent_with_docuseal_pro_html: 'Enviado com <a href="%{product_url}">DocuSeal Pro</a>'
   show_send_with_docuseal_pro_attribution_in_emails_html: Mostrar "Enviado com <span class="link">DocuSeal Pro</span>" nos e-mails
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Assine documentos com certificado confiável fornecido pela DocuSeal. Seus documentos e dados nunca são compartilhados com a DocuSeal. O checksum do PDF é fornecido para gerar uma assinatura confiável.
@@ -5351,6 +5356,7 @@ de: &de
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'Sie wurden zu %{account_name} %{product_name} eingeladen. Bitte registrieren Sie sich über den folgenden Link:'
   sent_using_product_name_in_testing_mode_html: 'Gesendet über <a href="%{product_url}">%{product_name}</a> im Testmodus'
   sent_using_product_name_free_document_signing_html: 'Gesendet mit der kostenlosen Dokumentensignierung von <a href="%{product_url}">%{product_name}</a>.'
+  sent_using_product_name_open_source_software_html: 'Gesendet mit der Open-Source-Software von <a href="%{product_url}">%{product_name}</a>.'
   sent_with_docuseal_pro_html: Gesendet mit <a href="%{product_url}">DocuSeal Pro</a>
   show_send_with_docuseal_pro_attribution_in_emails_html: '"Gesendet mit <span class="link">DocuSeal Pro</span>" in E-Mails anzeigen'
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Unterzeichnen Sie Dokumente mit einem vertrauenswürdigen Zertifikat von DocuSeal. Ihre Dokumente und Daten werden niemals mit DocuSeal geteilt. Eine PDF-Prüfsumme wird bereitgestellt, um eine vertrauenswürdige Signatur zu generieren.
@@ -6808,6 +6814,7 @@ nl: &nl
   you_have_been_invited_to_account_name_product_name_please_sign_up_using_the_link_below_: 'U bent uitgenodigd voor %{account_name} %{product_name}. Meld u aan via de onderstaande link:'
   sent_using_product_name_in_testing_mode_html: Verzonden met <a href="%{product_url}">%{product_name}</a> in testmodus
   sent_using_product_name_free_document_signing_html: Verzonden met <a href="%{product_url}">%{product_name}</a> gratis documentondertekening.
+  sent_using_product_name_open_source_software_html: Verzonden met de open-source software <a href="%{product_url}">%{product_name}</a>.
   sent_with_docuseal_pro_html: Verzonden met <a href="%{product_url}">DocuSeal Pro</a>
   show_send_with_docuseal_pro_attribution_in_emails_html: Toon de vermelding 'Verzonden met <span class="link">DocuSeal Pro</span>' in e-mails
   ? sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature

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/migrate/20260628120000_create_email_message_assets.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+class CreateEmailMessageAssets < ActiveRecord::Migration[8.1]
+  def change
+    create_table :email_message_assets do |t|
+      t.references :account, null: false, foreign_key: true, index: false
+      t.text :data, null: false
+      t.string :sha1, null: false
+      t.timestamps
+    end
+
+    add_index :email_message_assets, %i[account_id sha1], unique: true
+  end
+end

db/migrate/20260701123007_add_submission_completed_at.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddSubmissionCompletedAt < ActiveRecord::Migration[8.1]
+  def change
+    add_column :submissions, :completed_at, :datetime
+  end
+end

db/migrate/20260701154120_populate_submission_completed_at.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+class PopulateSubmissionCompletedAt < ActiveRecord::Migration[8.1]
+  disable_ddl_transaction!
+
+  class MigrationSubmission < ApplicationRecord
+    self.table_name = 'submissions'
+  end
+
+  def up
+    max_id = MigrationSubmission.maximum(:id)
+
+    return unless max_id
+
+    max_completed_at =
+      Arel::Nodes::Grouping.new(
+        Submitter.arel_table.project(Submitter.arel_table[:completed_at].maximum)
+                 .where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id]))
+                 .ast
+      )
+
+    (1..max_id).step(10_000) do |start_id|
+      range = start_id...(start_id + 10_000)
+
+      incomplete_submitter =
+        Submitter.where(completed_at: nil, submission_id: range)
+                 .where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id]))
+                 .select(1)
+
+      MigrationSubmission.where(completed_at: nil, id: range)
+                .where.not(incomplete_submitter.arel.exists)
+                .update_all(completed_at: max_completed_at)
+    end
+  end
+
+  def down
+    nil
+  end
+end

db/migrate/20260701165617_add_index_on_submissions_completed_at.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class AddIndexOnSubmissionsCompletedAt < ActiveRecord::Migration[8.1]
+  def change
+    add_index :submissions, %i[account_id completed_at],
+              where: 'completed_at IS NOT NULL AND archived_at IS NULL',
+              name: 'index_submissions_on_account_id_and_completed_at',
+              if_not_exists: true
+
+    return unless connection.supports_partial_index?
+
+    add_index :submissions, %i[account_id id],
+              where: 'completed_at IS NULL AND archived_at IS NULL',
+              name: 'index_submissions_on_account_id_and_id_pending',
+              if_not_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_07_01_165617) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "btree_gin"
   enable_extension "pg_catalog.plpgsql"
@@ -214,6 +214,15 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
     t.index ["message_id"], name: "index_email_events_on_message_id"
   end
 
+  create_table "email_message_assets", force: :cascade do |t|
+    t.bigint "account_id", null: false
+    t.datetime "created_at", null: false
+    t.text "data", null: false
+    t.string "sha1", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id", "sha1"], name: "index_email_message_assets_on_account_id_and_sha1", unique: true
+  end
+
   create_table "email_messages", force: :cascade do |t|
     t.bigint "account_id", null: false
     t.bigint "author_id", null: false
@@ -349,6 +358,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
   create_table "submissions", force: :cascade do |t|
     t.bigint "account_id", null: false
     t.datetime "archived_at"
+    t.datetime "completed_at"
     t.datetime "created_at", null: false
     t.bigint "created_by_user_id"
     t.datetime "expire_at"
@@ -364,7 +374,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
     t.datetime "updated_at", null: false
     t.text "variables"
     t.text "variables_schema"
+    t.index ["account_id", "completed_at"], name: "index_submissions_on_account_id_and_completed_at", where: "((completed_at IS NOT NULL) AND (archived_at IS NULL))"
     t.index ["account_id", "id"], name: "index_submissions_on_account_id_and_id"
+    t.index ["account_id", "id"], name: "index_submissions_on_account_id_and_id_pending", where: "((completed_at IS NULL) AND (archived_at IS NULL))"
     t.index ["account_id", "template_id", "id"], name: "index_submissions_on_account_id_and_template_id_and_id", where: "(archived_at IS NULL)"
     t.index ["account_id", "template_id", "id"], name: "index_submissions_on_account_id_and_template_id_and_id_archived", where: "(archived_at IS NOT NULL)"
     t.index ["created_by_user_id"], name: "index_submissions_on_created_by_user_id"
@@ -405,8 +417,8 @@ 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
@@ -579,6 +591,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
   add_foreign_key "dynamic_document_versions", "dynamic_documents"
   add_foreign_key "dynamic_documents", "templates"
   add_foreign_key "email_events", "accounts"
+  add_foreign_key "email_message_assets", "accounts"
   add_foreign_key "email_messages", "accounts"
   add_foreign_key "email_messages", "users", column: "author_id"
   add_foreign_key "encrypted_configs", "accounts"

docs/embedding/form-builder-angular.md

@@ -152,9 +152,16 @@ const token = jwt.sign({
       "payment",
       "phone",
       "verification",
+      "kba",
       "strikethrough"
     ]
   },
+  "dateFormats": {
+    "type": "array",
+    "required": false,
+    "description": "A list of formats to be used for the date field. Formats may include date ('YYYY', 'MM', 'DD'), time ('HH', 'hh', 'mm', 'ss', 'A') and timezone ('z') parts. The first format in the list is used as the default.",
+    "example": "[\"MM/DD/YYYY\", \"YYYY-MM-DD HH:mm:ss z\"]"
+  },
   "drawFieldType": {
     "type": "string",
     "required": false,
@@ -196,6 +203,7 @@ const token = jwt.sign({
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -324,6 +332,7 @@ const token = jwt.sign({
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -439,13 +448,19 @@ const token = jwt.sign({
     "type": "boolean",
     "required": false,
     "default": true,
-    "description": "Set `false` to now show the documents list on the left. Documents list is displayed by default."
+    "description": "Set `false` to not show the documents list on the left. Documents list is displayed by default."
+  },
+  "withDynamicDocuments": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set `true` to allow converting DOCX files to editable dynamic documents."
   },
   "withFieldsList": {
     "type": "boolean",
     "required": false,
     "default": true,
-    "description": "Set `false` to now show the fields list on the right. Fields list is displayed by default."
+    "description": "Set `false` to not show the fields list on the right. Fields list is displayed by default."
   },
   "withFieldsDetection": {
     "type": "boolean",
@@ -453,6 +468,12 @@ const token = jwt.sign({
     "default": false,
     "description": "Display a button to automatically detect and add fields to the document with AI."
   },
+  "withCustomFieldsTab": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set `true` to display a separate \"Custom\" fields tab in the fields list. Custom fields can be configured using the `fields` or `requiredFields` prop."
+  },
   "withFieldPlaceholder": {
     "type": "boolean",
     "required": false,
@@ -464,6 +485,12 @@ const token = jwt.sign({
     "required": false,
     "description": "Set to `true` to enable Signature ID by default for newly added fields. If set to `false`, the Signature ID toggle will be displayed under field settings, with the Signature ID turned off by default."
   },
+  "withRevisions": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set `true` to save revisions and display a dropdown next to the Save button that provides access to the template revisions history."
+  },
   "onlyDefinedFields": {
     "type": "boolean",
     "required": false,