Merge from docusealco/wip

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)
@@ -30,7 +30,7 @@ module Api
     private
 
     def build_completed_documents(submission, merge: false)
-      last_submitter = submission.submitters.max_by(&:completed_at)
+      last_submitter = submission.submitters.select(&:completed_at?).max_by(&:completed_at)
 
       if merge
         if submission.merged_document_attachment.blank?

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

@@ -2,17 +2,19 @@
 
 module Api
   class SubmissionsController < ApiBaseController
-    SUBMISSION_COLUMNS = %i[id name slug source submitters_order expire_at created_at updated_at
+    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]
+    load_and_authorize_resource :submission, only: %i[show index update destroy]
 
     before_action only: :create do
       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)
@@ -58,7 +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
 
@@ -68,20 +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)
 
@@ -92,10 +80,17 @@ module Api
       Submissions.send_signature_requests(submissions)
 
       submissions.each do |submission|
+        if submission.submitters.all? { |s| s.viewer? || s.completed_at? } &&
+           Submissions.maybe_update_completed_at(submission)
+          last_submitter = submission.submitters.reject(&:viewer?).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
 
@@ -109,6 +104,25 @@ module Api
       render json: { error: e.message }, status: :unprocessable_content
     end
 
+    def update
+      @submission = assign_submission_attrs(@submission, submission_params)
+
+      @submission.save!
+
+      if @submission.saved_change_to_archived_at? && @submission.archived_at?
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
+      end
+
+      if @submission.saved_change_to_expire_at? && @submission.expire_at?
+        ProcessSubmissionExpiredJob.perform_at(@submission.expire_at, 'submission_id' => @submission.id,
+                                                                      'expire_at' => @submission.expire_at.to_i)
+      end
+
+      SearchEntries.enqueue_reindex(@submission) if @submission.saved_change_to_name?
+
+      render json: Submissions::SerializeForApi.call(@submission, nil, params, with_events: false)
+    end
+
     def destroy
       if params[:permanently].in?(['true', true])
         @submission.destroy!
@@ -123,6 +137,41 @@ module Api
 
     private
 
+    def assign_submission_attrs(submission, attrs)
+      archived = attrs.key?(:archived) ? attrs[:archived] : attrs[:archived_at]
+
+      if archived.in?([true, false, 'true', 'false']) && current_ability.can?(:destroy, submission)
+        submission.archived_at = archived.in?(Submitters::TRUE_VALUES) ? Time.current : nil
+      end
+
+      submission.name = attrs[:name] if attrs.key?(:name)
+      submission.expire_at = attrs[:expire_at].presence if attrs.key?(:expire_at)
+
+      submission
+    end
+
+    def submission_params
+      submission_params = params.key?(:submission) ? params.require(:submission) : params
+
+      submission_params.permit(:name, :expire_at, :archived, :archived_at)
+    end
+
+    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
@@ -104,6 +100,16 @@ module Api
 
     private
 
+    def maybe_return_submitter_error
+      if @submitter.completed_at? || @submitter.submission.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])..)

app/controllers/api/templates_controller.rb

@@ -5,6 +5,8 @@ module Api
     load_and_authorize_resource :template
 
     def index
+      @templates = Templates.shared(current_user) if params[:shared].in?(['true', true])
+
       templates = filter_templates(@templates, params)
 
       templates = paginate(templates.preload(:author, folder: :parent_folder))
@@ -54,7 +56,7 @@ module Api
 
       @template.update!(template_params)
 
-      SearchEntries.enqueue_reindex(@template)
+      SearchEntries.enqueue_reindex(@template) if @template.saved_change_to_name?
 
       WebhookUrls.enqueue_events(@template, 'template.updated')
 
@@ -115,7 +117,13 @@ module Api
     end
 
     def filter_templates(templates, params)
-      templates = Templates.search(current_user, templates, params[:q])
+      templates =
+        if params[:shared].in?(['true', true])
+          Templates.search_shared(current_user, templates, params[:q])
+        else
+          Templates.search(current_user, templates, params[:q])
+        end
+
       templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?

app/controllers/email_smtp_settings_controller.rb

@@ -3,7 +3,7 @@
 class EmailSmtpSettingsController < ApplicationController
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, only: :index
-  authorize_resource :encrypted_config, parent: false, only: :create
+  authorize_resource :encrypted_config, parent: false, only: %i[create destroy]
 
   def index; end
 
@@ -23,6 +23,12 @@ class EmailSmtpSettingsController < ApplicationController
     render :index, status: :unprocessable_content
   end
 
+  def destroy
+    @encrypted_config.destroy!
+
+    redirect_to settings_email_index_path, notice: I18n.t('smtp_settings_have_been_reset')
+  end
+
   private
 
   def load_encrypted_config

app/controllers/send_submission_email_controller.rb

@@ -16,18 +16,16 @@ class SendSubmissionEmailController < ApplicationController
       @submitter =
         Submitter.completed.where(submission: template.submissions).find_by(email: params[:email].to_s.downcase)
     elsif params[:submission_slug]
-      submission = Submission.find_by(slug: params[:submission_slug])
+      submission = Submission.find_by!(slug: params[:submission_slug])
 
-      if submission
-        @submitter = Submitter.completed.find_by(submission: submission, email: params[:email].to_s.downcase)
-      end
+      @submitter = submission.submitters.order(:completed_at).find_by(email: params[:email].to_s.downcase)
 
       return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
     else
-      @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
     end
 
-    if @submitter
+    if @submitter && completed_submitter?(@submitter)
       RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
 
       SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! if can_send?(@submitter)
@@ -41,6 +39,10 @@ class SendSubmissionEmailController < ApplicationController
 
   private
 
+  def completed_submitter?(submitter)
+    submitter.completed_at? || (submitter.viewer? && submitter.submission.completed_at?)
+  end
+
   def can_send?(submitter)
     return false if submitter.account.archived_at?
     return false if EmailEvent.exists?(tag: :submitter_documents_copy, email: submitter.email, emailable: submitter,

app/controllers/start_form_controller.rb

@@ -93,9 +93,12 @@ class StartFormController < ApplicationController
 
     SearchEntries.enqueue_reindex(submitter)
 
-    return unless submitter.submission.expire_at?
+    expire_at = submitter.submission.expire_at
 
-    ProcessSubmissionExpiredJob.perform_at(submitter.submission.expire_at, 'submission_id' => submitter.submission_id)
+    return unless expire_at
+
+    ProcessSubmissionExpiredJob.perform_at(expire_at, 'submission_id' => submitter.submission_id,
+                                                      'expire_at' => expire_at.to_i)
   end
 
   def load_resubmit_submitter
@@ -138,8 +141,7 @@ class StartFormController < ApplicationController
 
     submitter ||=
       Submitter
-      .where(submission: template.submissions.where(expire_at: Time.current..)
-                                 .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+      .where(submission: template.submissions.non_expired.active)
       .order(id: :desc)
       .where(declined_at: nil)
       .where(external_id: nil)
@@ -147,6 +149,8 @@ class StartFormController < ApplicationController
       .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
       .find_or_initialize_by(find_params)
 
+    submitter = Submitter.new(find_params) if submitter.submission&.completed_at? && submitter.viewer?
+
     submitter.name = required_params['name'] if submitter.new_record?
 
     unless @resubmit_submitter

app/controllers/submissions_archived_controller.rb

@@ -12,11 +12,12 @@ class SubmissionsArchivedController < ApplicationController
     @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.select_for_list.preload(submitters: :start_form_submission_events))
 

app/controllers/submissions_controller.rb

@@ -21,7 +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 }]
@@ -87,6 +87,8 @@ class SubmissionsController < ApplicationController
   private
 
   def create_submissions(template, submissions_params, params)
+    normalize_message_submitter_uuids!(params)
+
     submissions_attrs = submissions_params[:submission].to_h.values
 
     submissions_attrs, _, new_fields =
@@ -111,4 +113,23 @@ class SubmissionsController < ApplicationController
   def submissions_params
     params.permit(submission: { submitters: [:uuid, :email, :phone, :name, { values: {} }] })
   end
+
+  def normalize_message_submitter_uuids!(params)
+    return if params[:request_email_per_submitter] == '1'
+
+    uuids = params[:email_message_submitter_uuids]
+
+    return if uuids.blank?
+    return if params[:subject].blank? && params[:body].blank?
+
+    params[:submitter_preferences] =
+      Array.wrap(uuids).index_with { { 'subject' => params[:subject], 'body' => params[:body] } }
+
+    params[:request_email_per_submitter] = '1'
+
+    params.delete(:subject)
+    params.delete(:body)
+
+    params
+  end
 end

app/controllers/submissions_dashboard_controller.rb

@@ -13,11 +13,12 @@ class SubmissionsDashboardController < ApplicationController
     @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.select_for_list.preload(submitters: :start_form_submission_events))
 

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/submit_form_completed_download_controller.rb

@@ -19,7 +19,7 @@ class SubmitFormCompletedDownloadController < ApplicationController
 
     @submitter ||= Submitter.find_by!(slug: submitter_slug)
 
-    Submissions::EnsureResultGenerated.call(@submitter)
+    Submissions::EnsureResultGenerated.call(@submitter) if @submitter.completed_at?
 
     last_submitter = @submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
 
@@ -28,11 +28,7 @@ class SubmitFormCompletedDownloadController < ApplicationController
     Submissions::EnsureResultGenerated.call(last_submitter)
 
     if !signature_valid && !current_user_submitter?(last_submitter)
-      unless Submitters::AuthorizedForForm.call(@submitter, current_user, request)
-        Rollbar.info("2FA download error: #{last_submitter.id}") if defined?(Rollbar)
-
-        return head :not_found
-      end
+      return head :not_found unless Submitters::AuthorizedForForm.call(@submitter, current_user, request)
 
       if last_submitter.completed_at < TTL.ago
         Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)

app/controllers/submit_form_controller.rb

@@ -18,7 +18,10 @@ class SubmitFormController < ApplicationController
     submission = @submitter.submission
 
     return render :email_2fa unless Submitters::AuthorizedForForm.pass_email_2fa?(@submitter, request)
-    return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
+
+    if @submitter.completed_at? || submission.completed_at?
+      return redirect_to submit_form_completed_path(@submitter.slug)
+    end
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
@@ -71,6 +74,12 @@ class SubmitFormController < ApplicationController
                     status: :unprocessable_content
     end
 
+    if @submitter.viewer?
+      Rollbar.warning("Submit viewer: #{@submitter.id}") if defined?(Rollbar)
+
+      return render json: { error: I18n.t('form_is_view_only') }, status: :unprocessable_content
+    end
+
     Submitters::SubmitValues.call(@submitter, params, request)
 
     head :ok

app/controllers/submit_form_decline_controller.rb

@@ -13,6 +13,7 @@ class SubmitFormDeclineController < ApplicationController
                                                             @submitter.submission.archived_at? ||
                                                             @submitter.submission.expired? ||
                                                             @submitter.submission.template&.archived_at? ||
+                                                            @submitter.viewer? ||
                                                             !Submitters::AuthorizedForForm.call(@submitter,
                                                                                                 current_user,
                                                                                                 request)

app/controllers/submit_form_delegate_controller.rb

@@ -12,6 +12,7 @@ class SubmitFormDelegateController < ApplicationController
                                                             @submitter.submission.archived_at? ||
                                                             @submitter.submission.expired? ||
                                                             @submitter.submission.template&.archived_at? ||
+                                                            @submitter.viewer? ||
                                                             !Submitters::AuthorizedForForm.call(@submitter,
                                                                                                 current_user,
                                                                                                 request)

app/controllers/submit_form_download_controller.rb

@@ -14,6 +14,7 @@ class SubmitFormDownloadController < ApplicationController
     return head :unprocessable_content if @submitter.declined_at? ||
                                           @submitter.submission.archived_at? ||
                                           @submitter.submission.expired? ||
+                                          @submitter.submission.completed_at? ||
                                           @submitter.submission.template&.archived_at? ||
                                           AccountConfig.exists?(account_id: @submitter.account_id,
                                                                 key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,

app/controllers/submit_form_draw_signature_controller.rb

@@ -12,6 +12,8 @@ class SubmitFormDrawSignatureController < ApplicationController
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
 
+    return redirect_to submit_form_path(@submitter.slug) if @submitter.viewer?
+
     if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at? ||
        !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
       return redirect_to submit_form_path(@submitter.slug)

app/controllers/submit_form_invite_controller.rb

@@ -48,6 +48,7 @@ class SubmitFormInviteController < ApplicationController
       !submitter.submission.archived_at? &&
       !submitter.submission.expired? &&
       !submitter.submission.template&.archived_at? &&
+      !submitter.viewer? &&
       Submitters::AuthorizedForForm.call(submitter, current_user, request)
   end
 

app/controllers/submit_form_metadata_controller.rb

@@ -7,13 +7,7 @@ class SubmitFormMetadataController < ApplicationController
   def index
     @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return head :not_found if @submitter.declined_at? ||
-                              @submitter.completed_at? ||
-                              @submitter.submission.archived_at? ||
-                              @submitter.submission.expired? ||
-                              @submitter.submission.template&.archived_at? ||
-                              @submitter.account.archived_at? ||
-                              !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+    return head :not_found unless authorized_submitter?(@submitter)
 
     submission = @submitter.submission
     values = submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) }
@@ -34,4 +28,17 @@ class SubmitFormMetadataController < ApplicationController
 
     render json: { text_runs: }
   end
+
+  private
+
+  def authorized_submitter?(submitter)
+    !submitter.declined_at? &&
+      !submitter.completed_at? &&
+      !submitter.submission.archived_at? &&
+      !submitter.submission.completed_at? &&
+      !submitter.submission.expired? &&
+      !submitter.submission.template&.archived_at? &&
+      !submitter.account.archived_at? &&
+      Submitters::AuthorizedForForm.call(submitter, current_user, request)
+  end
 end

app/controllers/submitters_controller.rb

@@ -50,7 +50,7 @@ class SubmittersController < ApplicationController
 
   def submitter_editable?(submission)
     !@submitter.submission_events.exists?(event_type: 'start_form') &&
-      !@submitter.completed_at? && !@submitter.declined_at? &&
+      !@submitter.completed_at? && !@submitter.declined_at? && !submission.completed_at? &&
       !submission.archived_at? && !submission.expired? && !submission.template&.archived_at?
   end
 
@@ -58,7 +58,7 @@ class SubmittersController < ApplicationController
     if params[:send_email] == '1' && submitter.email.present?
       is_sent_recently = Docuseal.multitenant? &&
                          EmailEvent.exists?(email: submitter.email,
-                                            tag: 'submitter_invitation',
+                                            tag: %w[submitter_invitation submitter_view_invitation],
                                             emailable: submitter,
                                             event_type: 'send',
                                             created_at: 4.hours.ago..Time.current)

app/controllers/templates_archived_submissions_controller.rb

@@ -10,7 +10,7 @@ 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

app/controllers/templates_controller.rb

@@ -14,7 +14,7 @@ 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

app/controllers/templates_preferences_controller.rb

@@ -5,6 +5,8 @@ class TemplatesPreferencesController < ApplicationController
 
   RESETTABLE_PREFERENCE_KEYS = {
     AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY => %w[request_email_subject request_email_body submitters],
+    AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY => %w[invitation_view_email_subject
+                                                             invitation_view_email_body],
     AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => %w[invitation_reminder_email_subject
                                                                  invitation_reminder_email_body],
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[documents_copy_email_subject documents_copy_email_body],
@@ -48,12 +50,12 @@ class TemplatesPreferencesController < ApplicationController
   def template_params
     params.require(:template).permit(
       preferences: %i[bcc_completed request_email_subject request_email_body
+                      invitation_view_email_subject invitation_view_email_body
                       invitation_reminder_email_subject invitation_reminder_email_body
                       documents_copy_email_subject documents_copy_email_body
                       documents_copy_email_enabled documents_copy_email_attach_audit
                       documents_copy_email_attach_documents documents_copy_email_reply_to
-                      completed_notification_email_attach_documents
-                      completed_redirect_url validate_unique_submitters
+                      completed_notification_email_attach_documents completed_redirect_url validate_unique_submitters
                       require_all_submitters submitters_order require_phone_2fa require_email_2fa
                       default_expire_at_duration shared_link_2fa default_expire_at request_email_enabled
                       completed_notification_email_subject completed_notification_email_body

app/javascript/application.js

@@ -42,6 +42,7 @@ import RequiredCheckboxGroup from './elements/required_checkbox_group'
 import PageContainer from './elements/page_container'
 import EmailEditor from './elements/email_editor'
 import MarkdownEditor from './elements/markdown_editor'
+import HtmlEditor from './elements/html_editor'
 import MountOnClick from './elements/mount_on_click'
 import RemoveOnEvent from './elements/remove_on_event'
 import ScrollTo from './elements/scroll_to'
@@ -135,6 +136,7 @@ safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
 safeRegisterElement('page-container', PageContainer)
 safeRegisterElement('email-editor', EmailEditor)
 safeRegisterElement('markdown-editor', MarkdownEditor)
+safeRegisterElement('html-editor', HtmlEditor)
 safeRegisterElement('mount-on-click', MountOnClick)
 safeRegisterElement('remove-on-event', RemoveOnEvent)
 safeRegisterElement('scroll-to', ScrollTo)

app/javascript/elements/email_editor.js

@@ -9,8 +9,9 @@ function loadCodeMirror () {
       import(/* webpackChunkName: "email-editor" */ '@codemirror/commands'),
       import(/* webpackChunkName: "email-editor" */ '@codemirror/language'),
       import(/* webpackChunkName: "email-editor" */ '@codemirror/lang-html'),
+      import(/* webpackChunkName: "email-editor" */ '@codemirror/lint'),
       import(/* webpackChunkName: "email-editor" */ '@specious/htmlflow')
-    ]).then(([view, commands, language, html, htmlflow]) => {
+    ]).then(([view, commands, language, html, lint, htmlflow]) => {
       return {
         minimalSetup: [
           commands.history(),
@@ -19,6 +20,8 @@ function loadCodeMirror () {
         ],
         EditorView: view.EditorView,
         html: html.html,
+        htmlLanguage: html.htmlLanguage,
+        linter: lint.linter,
         htmlflow: htmlflow.default || htmlflow
       }
     })
@@ -46,6 +49,70 @@ export default targetable(class extends HTMLElement {
 
     this.previewViewTab.addEventListener('click', this.showPreviewView)
     this.codeViewTab.addEventListener('click', this.showCodeView)
+
+    this.form = this.closest('form')
+    this.form?.addEventListener('submit', this.validateOnSubmit)
+  }
+
+  disconnectedCallback () {
+    this.form?.removeEventListener('submit', this.validateOnSubmit)
+  }
+
+  validateOnSubmit = (e) => {
+    if (!this.htmlLanguage) return
+
+    const bodyType = this.form.querySelector('input[name$="[body_type]"]:checked')?.value
+
+    if (bodyType && bodyType !== 'html') return
+
+    const diagnostics = this.buildDiagnostics(this.input.value)
+
+    if (diagnostics.length === 0) return
+
+    e.preventDefault()
+
+    this.showCodeView()
+
+    const pos = Math.min(diagnostics[0].from, this.editorView.state.doc.length)
+
+    this.editorView.dispatch({ selection: { anchor: pos }, scrollIntoView: true })
+    this.editorView.focus()
+
+    alert(diagnostics[0].message)
+  }
+
+  buildDiagnostics (value) {
+    const diagnostics = []
+
+    if (!value.trim()) return diagnostics
+
+    if (!/^\s*(<!doctype[^>]*>\s*)?<html/i.test(value)) {
+      diagnostics.push({
+        from: 0,
+        to: Math.min(5, value.length),
+        severity: 'error',
+        message: 'The email template must start with the <html> tag'
+      })
+    }
+
+    const seen = new Set()
+
+    this.htmlLanguage.parser.parse(value).iterate({
+      enter: (node) => {
+        if (!node.type.isError || seen.has(node.from) || seen.size >= 20) return
+
+        seen.add(node.from)
+
+        diagnostics.push({
+          from: node.from,
+          to: Math.min(node.to + 1, value.length),
+          severity: 'error',
+          message: 'The email template contains invalid HTML'
+        })
+      }
+    })
+
+    return diagnostics
   }
 
   showCodeView = () => {
@@ -76,7 +143,9 @@ export default targetable(class extends HTMLElement {
     this.input = this.querySelector('input[type="hidden"]')
     this.input.style.display = 'none'
 
-    const { EditorView, minimalSetup, html, htmlflow } = await loadCodeMirror()
+    const { EditorView, minimalSetup, html, htmlLanguage, linter, htmlflow } = await loadCodeMirror()
+
+    this.htmlLanguage = htmlLanguage
 
     this.editorView = new EditorView({
       doc: this.input.value,
@@ -85,8 +154,11 @@ export default targetable(class extends HTMLElement {
         html(),
         minimalSetup,
         EditorView.lineWrapping,
+        linter((view) => this.buildDiagnostics(view.state.doc.toString()), { delay: 600 }),
         EditorView.updateListener.of(update => {
-          if (update.docChanged) this.input.value = update.state.doc.toString()
+          if (update.docChanged) {
+            this.input.value = update.state.doc.toString()
+          }
         }),
         EditorView.theme({
           '&': {

app/javascript/elements/html_editor.js

@@ -0,0 +1,649 @@
+import { target, targetable } from '@github/catalyst/lib/targetable'
+import { actionable } from '@github/catalyst/lib/actionable'
+import { LinkTooltip } from './markdown_editor'
+
+async function loadTiptap () {
+  const [core, document, text, hardBreak, gapcursor, dropcursor, extensions, pmState, pmView] = await Promise.all([
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/core'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-document'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-text'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-hard-break'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-gapcursor'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-dropcursor'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extensions'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/pm/state'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/pm/view')
+  ])
+
+  return {
+    Editor: core.Editor,
+    Extension: core.Extension,
+    Node: core.Node,
+    Mark: core.Mark,
+    Document: document.default || document,
+    Text: text.default || text,
+    HardBreak: hardBreak.default || hardBreak,
+    Gapcursor: gapcursor.default || gapcursor,
+    Dropcursor: dropcursor.default || dropcursor,
+    UndoRedo: extensions.UndoRedo,
+    Plugin: pmState.Plugin,
+    Decoration: pmView.Decoration,
+    DecorationSet: pmView.DecorationSet
+  }
+}
+
+const editorStylesheet = new CSSStyleSheet()
+
+editorStylesheet.replaceSync(`
+:host {
+  display: block;
+  max-height: 360px;
+  overflow: auto;
+  border-radius: 0 0 1rem 1rem;
+}
+
+.ProseMirror {
+  word-wrap: break-word;
+  -webkit-font-variant-ligatures: none;
+  font-variant-ligatures: none;
+  font-feature-settings: "liga" 0;
+  outline: none;
+  min-height: 220px;
+  padding: 12px;
+}
+
+img.ProseMirror-separator {
+  display: inline !important;
+  border: none !important;
+  margin: 0 !important;
+  width: 0 !important;
+  height: 0 !important;
+}
+
+.ProseMirror-gapcursor {
+  display: none;
+  pointer-events: none;
+  position: absolute;
+  margin: 0;
+}
+
+.ProseMirror-gapcursor:after {
+  content: "";
+  display: block;
+  position: absolute;
+  top: -2px;
+  width: 20px;
+  border-top: 1px solid black;
+  animation: ProseMirror-cursor-blink 1.1s steps(2, start) infinite;
+}
+
+@keyframes ProseMirror-cursor-blink {
+  to {
+    visibility: hidden;
+  }
+}
+
+.ProseMirror-hideselection *::selection {
+  background: transparent;
+}
+
+.ProseMirror-hideselection *::-moz-selection {
+  background: transparent;
+}
+
+.ProseMirror-hideselection * {
+  caret-color: transparent;
+}
+
+.ProseMirror-focused .ProseMirror-gapcursor {
+  display: block;
+}
+
+.variable-highlight {
+  background-color: #fef3c7;
+  padding: 1px 2px;
+  border-radius: 4px;
+}
+`)
+
+function collectDomAttrs (dom) {
+  const attrs = {}
+
+  for (let i = 0; i < dom.attributes.length; i++) {
+    attrs[dom.attributes[i].name] = dom.attributes[i].value
+  }
+
+  return { htmlAttrs: attrs }
+}
+
+function collectSpanDomAttrs (dom) {
+  const result = collectDomAttrs(dom)
+
+  if (result.htmlAttrs.style) {
+    const temp = document.createElement('span')
+
+    temp.style.cssText = result.htmlAttrs.style
+
+    if (['bold', '700'].includes(temp.style.fontWeight)) {
+      temp.style.removeProperty('font-weight')
+    }
+
+    if (temp.style.fontStyle === 'italic') {
+      temp.style.removeProperty('font-style')
+    }
+
+    if (temp.style.textDecoration === 'underline') {
+      temp.style.removeProperty('text-decoration')
+    }
+
+    if (temp.style.cssText) {
+      result.htmlAttrs.style = temp.style.cssText
+    } else {
+      delete result.htmlAttrs.style
+    }
+  }
+
+  return result
+}
+
+function buildExtensions ({ Node, Mark, Extension, Plugin, Decoration, DecorationSet }) {
+  const blockNode = (name, tag, content, extra = {}) => Node.create({
+    name,
+    group: 'block',
+    content: content || 'block+',
+    ...extra,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag, getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ node }) {
+      return [tag, node.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const attrsMark = (name, tag) => Mark.create({
+    name,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag, getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ mark }) {
+      return [tag, mark.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const SpanMark = Mark.create({
+    name: 'span',
+    excludes: '',
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'span', getAttrs: collectSpanDomAttrs }]
+    },
+    renderHTML ({ mark }) {
+      return ['span', mark.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const toggleMark = (name, renderTag, parseRules, shortcuts) => Mark.create({
+    name,
+    parseHTML () {
+      return parseRules
+    },
+    renderHTML () {
+      return [renderTag, 0]
+    },
+    addCommands () {
+      const commandName = `toggle${name[0].toUpperCase()}${name.slice(1)}`
+
+      return {
+        [commandName]: () => ({ commands }) => commands.toggleMark(name)
+      }
+    },
+    addKeyboardShortcuts () {
+      return {
+        [shortcuts]: () => this.editor.commands.toggleMark(name)
+      }
+    }
+  })
+
+  const Heading = Node.create({
+    name: 'heading',
+    group: 'block',
+    content: 'inline*',
+    addAttributes () {
+      return {
+        htmlAttrs: { default: {} },
+        level: { default: 1 }
+      }
+    },
+    parseHTML () {
+      return [1, 2, 3, 4, 5, 6].map((level) => ({
+        tag: `h${level}`,
+        getAttrs: (dom) => ({ ...collectDomAttrs(dom), level })
+      }))
+    },
+    renderHTML ({ node }) {
+      return [`h${node.attrs.level}`, node.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const ImageNode = Node.create({
+    name: 'image',
+    inline: true,
+    group: 'inline',
+    draggable: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'img', getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ node }) {
+      return ['img', node.attrs.htmlAttrs]
+    }
+  })
+
+  const HrNode = Node.create({
+    name: 'horizontalRule',
+    group: 'block',
+    atom: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'hr', getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ node }) {
+      return ['hr', node.attrs.htmlAttrs]
+    }
+  })
+
+  const StyleNode = Node.create({
+    name: 'style',
+    group: 'block',
+    atom: true,
+    selectable: false,
+    addAttributes () {
+      return {
+        htmlAttrs: { default: {} },
+        css: { default: '' }
+      }
+    },
+    parseHTML () {
+      return [{ tag: 'style', getAttrs: (dom) => ({ ...collectDomAttrs(dom), css: dom.textContent }) }]
+    },
+    renderHTML ({ node }) {
+      return ['style', node.attrs.htmlAttrs, node.attrs.css]
+    }
+  })
+
+  const EmptySpanNode = Node.create({
+    name: 'emptySpan',
+    inline: true,
+    group: 'inline',
+    atom: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{
+        tag: 'span',
+        priority: 60,
+        getAttrs (dom) {
+          if (dom.childNodes.length === 0 && dom.attributes.length > 0) {
+            return collectDomAttrs(dom)
+          }
+
+          return false
+        }
+      }]
+    },
+    renderHTML ({ node }) {
+      return ['span', node.attrs.htmlAttrs]
+    }
+  })
+
+  const LinkMark = Mark.create({
+    name: 'link',
+    inclusive: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'a', getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ mark }) {
+      return ['a', mark.attrs.htmlAttrs, 0]
+    },
+    addCommands () {
+      return {
+        setLink: ({ href }) => ({ editor, commands }) => {
+          const htmlAttrs = { ...(editor.getAttributes('link').htmlAttrs || {}), href }
+
+          return commands.setMark('link', { htmlAttrs })
+        },
+        unsetLink: () => ({ commands }) => commands.unsetMark('link', { extendEmptyMarkRange: true })
+      }
+    }
+  })
+
+  const buildDecorations = (doc) => {
+    const decorations = []
+    const regex = /\{\{?[a-zA-Z0-9_.-]+\}\}?/g
+
+    doc.descendants((node, pos) => {
+      if (!node.isText) return
+
+      let match
+
+      while ((match = regex.exec(node.text)) !== null) {
+        decorations.push(
+          Decoration.inline(pos + match.index, pos + match.index + match[0].length, {
+            class: 'variable-highlight'
+          })
+        )
+      }
+    })
+
+    return DecorationSet.create(doc, decorations)
+  }
+
+  const VariableHighlight = Extension.create({
+    name: 'variableHighlight',
+    addProseMirrorPlugins () {
+      return [new Plugin({
+        state: {
+          init (_, { doc }) {
+            return buildDecorations(doc)
+          },
+          apply (tr, oldSet) {
+            return tr.docChanged ? buildDecorations(tr.doc) : oldSet
+          }
+        },
+        props: {
+          decorations (state) {
+            return this.getState(state)
+          }
+        }
+      })]
+    }
+  })
+
+  return [
+    blockNode('paragraph', 'p', 'inline*'),
+    Heading,
+    blockNode('section', 'section'),
+    blockNode('article', 'article', null, { isolating: true }),
+    blockNode('header', 'header', null, { isolating: true }),
+    blockNode('footer', 'footer', null, { isolating: true }),
+    blockNode('div', 'div'),
+    blockNode('center', 'center'),
+    blockNode('blockquote', 'blockquote'),
+    blockNode('pre', 'pre'),
+    blockNode('orderedList', 'ol', '(listItem | block)+'),
+    blockNode('bulletList', 'ul', '(listItem | block)+'),
+    blockNode('listItem', 'li', 'block+', { group: null }),
+    blockNode('table', 'table', '(colgroup | tableHead | tableBody | tableFoot | tableRow)+'),
+    blockNode('tableHead', 'thead', 'tableRow+', { group: null }),
+    blockNode('tableBody', 'tbody', 'tableRow+', { group: null }),
+    blockNode('tableFoot', 'tfoot', 'tableRow+', { group: null }),
+    blockNode('tableRow', 'tr', '(tableCell | tableHeader)+', { group: null }),
+    blockNode('tableCell', 'td', 'block*', { group: null }),
+    blockNode('tableHeader', 'th', 'block*', { group: null }),
+    blockNode('colgroup', 'colgroup', 'col*', { group: null }),
+    Node.create({
+      name: 'col',
+      atom: true,
+      addAttributes () {
+        return { htmlAttrs: { default: {} } }
+      },
+      parseHTML () {
+        return [{ tag: 'col', getAttrs: collectDomAttrs }]
+      },
+      renderHTML ({ node }) {
+        return ['col', node.attrs.htmlAttrs]
+      }
+    }),
+    ImageNode,
+    HrNode,
+    StyleNode,
+    EmptySpanNode,
+    SpanMark,
+    LinkMark,
+    toggleMark('bold', 'strong', [{ tag: 'strong' }, { tag: 'b' }, { style: 'font-weight=bold' }, { style: 'font-weight=700' }], 'Mod-b'),
+    toggleMark('italic', 'em', [{ tag: 'em' }, { tag: 'i' }, { style: 'font-style=italic' }], 'Mod-i'),
+    toggleMark('underline', 'u', [{ tag: 'u' }, { style: 'text-decoration=underline' }], 'Mod-u'),
+    toggleMark('strike', 's', [{ tag: 's' }, { tag: 'del' }, { tag: 'strike' }, { style: 'text-decoration=line-through' }], 'Mod-Shift-s'),
+    attrsMark('subscript', 'sub'),
+    attrsMark('superscript', 'sup'),
+    VariableHighlight
+  ]
+}
+
+export default actionable(targetable(class extends HTMLElement {
+  static [target.static] = [
+    'textarea',
+    'editorElement',
+    'boldButton',
+    'italicButton',
+    'underlineButton',
+    'linkButton',
+    'linkTooltipTemplate'
+  ]
+
+  async connectedCallback () {
+    if (!this.textarea || !this.editorElement) return
+
+    this.textarea.style.display = 'none'
+    this.adjustShortcutsForPlatform()
+
+    const tiptap = await loadTiptap()
+
+    const { Editor, Extension, Document, Text, HardBreak, UndoRedo, Gapcursor, Dropcursor } = tiptap
+
+    this.emailDocument = new DOMParser().parseFromString(this.textarea.value, 'text/html')
+
+    const shadow = this.editorElement.attachShadow({ mode: 'open' })
+
+    shadow.adoptedStyleSheets = [editorStylesheet]
+
+    this.emailDocument.head.querySelectorAll('style').forEach((style) => {
+      shadow.appendChild(style.cloneNode(true))
+    })
+
+    const container = document.createElement('div')
+    const bodyStyle = this.emailDocument.body.getAttribute('style')
+
+    if (bodyStyle) container.setAttribute('style', bodyStyle)
+
+    shadow.appendChild(container)
+
+    const LinkShortcut = Extension.create({
+      name: 'linkShortcut',
+      addKeyboardShortcuts: () => ({
+        'Mod-k': () => {
+          this.toggleLink()
+
+          return true
+        }
+      })
+    })
+
+    this.editor = new Editor({
+      element: container,
+      extensions: [
+        Document,
+        Text,
+        HardBreak,
+        UndoRedo,
+        Gapcursor,
+        Dropcursor,
+        ...buildExtensions(tiptap),
+        LinkShortcut
+      ],
+      content: this.emailDocument.body.innerHTML,
+      injectCSS: false,
+      editorProps: {
+        attributes: {
+          dir: 'auto'
+        },
+        handleDOMEvents: {
+          click: (_, event) => {
+            if (event.target.closest('a')) event.preventDefault()
+
+            return false
+          }
+        }
+      },
+      onUpdate: ({ editor }) => {
+        this.emailDocument.body.innerHTML = editor.getHTML()
+
+        this.textarea.value = this.emailDocument.documentElement.outerHTML
+        this.textarea.dispatchEvent(new Event('input', { bubbles: true }))
+      },
+      onSelectionUpdate: ({ editor }) => {
+        this.updateToolbarState()
+        this.handleLinkTooltip(editor)
+      },
+      onBlur: () => {
+        setTimeout(() => {
+          if (!this.linkTooltip.tooltip.contains(document.activeElement)) {
+            this.linkTooltip.hide()
+          }
+        }, 0)
+      }
+    })
+
+    this.linkTooltip = new LinkTooltip(this, this.editor, this.linkTooltipTemplate)
+  }
+
+  adjustShortcutsForPlatform () {
+    if ((navigator.userAgentData?.platform)?.toLowerCase()?.includes('mac')) {
+      this.querySelectorAll('.tooltip[data-tip]').forEach(tooltip => {
+        const tip = tooltip.getAttribute('data-tip')
+
+        if (tip && tip.includes('Ctrl')) {
+          tooltip.setAttribute('data-tip', tip.replace(/Ctrl/g, '⌘'))
+        }
+      })
+    }
+  }
+
+  bold (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().toggleBold().run()
+    this.updateToolbarState()
+  }
+
+  italic (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().toggleItalic().run()
+    this.updateToolbarState()
+  }
+
+  underline (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().toggleUnderline().run()
+    this.updateToolbarState()
+  }
+
+  linkSelection (e) {
+    e.preventDefault()
+
+    this.toggleLink()
+    this.updateToolbarState()
+  }
+
+  undo (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().undo().run()
+    this.updateToolbarState()
+  }
+
+  redo (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().redo().run()
+    this.updateToolbarState()
+  }
+
+  updateToolbarState () {
+    this.boldButton.classList.toggle('bg-base-200', this.editor.isActive('bold'))
+    this.italicButton.classList.toggle('bg-base-200', this.editor.isActive('italic'))
+    this.underlineButton.classList.toggle('bg-base-200', this.editor.isActive('underline'))
+    this.linkButton.classList.toggle('bg-base-200', this.editor.isActive('link'))
+  }
+
+  handleLinkTooltip (editor) {
+    const { from } = editor.state.selection
+    const mark = editor.state.doc.resolve(from).marks().find(m => m.type.name === 'link')
+
+    if (!mark) {
+      if (this.linkTooltip.isVisible()) this.linkTooltip.hide()
+
+      return
+    }
+
+    if (this.linkTooltip.isVisible() && this.linkTooltip.currentMark === mark) return
+
+    let linkStart = from
+    const start = editor.state.doc.resolve(from).start()
+
+    for (let i = from - 1; i >= start; i--) {
+      if (editor.state.doc.resolve(i).marks().some(m => m.eq(mark))) {
+        linkStart = i
+      } else {
+        break
+      }
+    }
+
+    this.linkTooltip.hide()
+    this.linkTooltip.show(mark.attrs.htmlAttrs?.href, linkStart > start ? linkStart - 1 : linkStart)
+    this.linkTooltip.currentMark = mark
+  }
+
+  toggleLink () {
+    if (this.editor.isActive('link')) {
+      this.linkTooltip.hide()
+      this.editor.chain().focus().extendMarkRange('link').unsetLink().run()
+      this.updateToolbarState()
+    } else {
+      const { from } = this.editor.state.selection
+
+      this.linkTooltip.hide()
+      this.linkTooltip.show(this.editor.getAttributes('link').htmlAttrs?.href, from, { focus: true })
+    }
+  }
+
+  insertVariable (e) {
+    const variable = e.target.closest('[data-variable]')?.dataset.variable
+
+    if (variable) {
+      const { from, to } = this.editor.state.selection
+
+      if (variable.includes('link') && from !== to) {
+        this.editor.chain().focus().setLink({ href: `{${variable}}` }).run()
+      } else {
+        this.editor.chain().focus().insertContent(`{${variable}}`).run()
+      }
+    }
+  }
+
+  disconnectedCallback () {
+    this.linkTooltip?.hide()
+
+    if (this.editor) {
+      this.editor.destroy()
+    }
+  }
+}))

app/javascript/elements/markdown_editor.js

@@ -35,7 +35,7 @@ function loadTiptap () {
   }))
 }
 
-class LinkTooltip {
+export class LinkTooltip {
   constructor (container, editor, templateEl) {
     this.container = container
     this.editor = editor

app/javascript/submission_form/form.vue

@@ -147,7 +147,7 @@
     @submit.prevent="submitStep"
   />
   <button
-    v-if="!isFormVisible"
+    v-if="!isFormVisible && currentField"
     id="expand_form_button"
     class="btn btn-neutral flex text-white absolute bottom-0 w-full mb-3 expand-form-button text-base"
     style="width: 96%; margin-left: 2%"
@@ -174,6 +174,7 @@
     />
   </button>
   <div
+    v-if="currentField"
     v-show="isFormVisible"
     id="form_container"
     class="shadow-md bg-base-100 absolute bottom-0 w-full border-base-200 border p-4 rounded form-container overflow-hidden"
@@ -1172,7 +1173,11 @@ export default {
       }
     },
     isAnonymousChecboxes () {
-      return this.currentField.type === 'checkbox' && this.currentStepFields.every((e) => !e.name && !e.required) && this.currentStepFields.length > 4
+      if (this.currentField) {
+        return this.currentField.type === 'checkbox' && this.currentStepFields.every((e) => !e.name && !e.required) && this.currentStepFields.length > 4
+      } else {
+        return false
+      }
     },
     isButtonDisabled () {
       if (this.recalculateButtonDisabledKey) {

app/javascript/template_builder/builder.vue

@@ -3206,15 +3206,6 @@ export default {
         e.preventDefault()
 
         alert(this.t('please_draw_fields_to_prepare_the_document'))
-      } else {
-        const submitterWithoutFields =
-          this.template.submitters.find((submitter) => !this.template.fields.some((f) => f.submitter_uuid === submitter.uuid))
-
-        if (submitterWithoutFields) {
-          e.preventDefault()
-
-          alert(this.t('please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed').replaceAll('{submitter_name}', submitterWithoutFields.name))
-        }
       }
     },
     onSaveClick () {
@@ -3231,32 +3222,25 @@ export default {
       if (!this.template.fields.length) {
         alert(this.t('please_draw_fields_to_prepare_the_document'))
       } else {
-        const submitterWithoutFields =
-          this.template.submitters.find((submitter) => !this.template.fields.some((f) => f.submitter_uuid === submitter.uuid))
+        this.isSaving = true
 
-        if (submitterWithoutFields) {
-          alert(this.t('please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed').replaceAll('{submitter_name}', submitterWithoutFields.name))
-        } else {
-          this.isSaving = true
+        const dynamicDocumentRefs = this.documentRefs.filter((ref) => ref.isDynamic)
 
-          const dynamicDocumentRefs = this.documentRefs.filter((ref) => ref.isDynamic)
+        dynamicDocumentRefs.map((ref) => ref.update())
 
-          dynamicDocumentRefs.map((ref) => ref.update())
+        this.rebuildVariablesSchema({ disable: false })
 
-          this.rebuildVariablesSchema({ disable: false })
+        const dynamicDocumentSaves = dynamicDocumentRefs.map((ref) => ref.saveBody())
 
-          const dynamicDocumentSaves = dynamicDocumentRefs.map((ref) => ref.saveBody())
+        Promise.all([this.save({ force: true }), ...dynamicDocumentSaves]).then(() => {
+          if (this.withRevisions) {
+            this.captureRevision()
+          }
 
-          Promise.all([this.save({ force: true }), ...dynamicDocumentSaves]).then(() => {
-            if (this.withRevisions) {
-              this.captureRevision()
-            }
-
-            window.Turbo.visit(`/templates/${this.template.id}`)
-          }).finally(() => {
-            this.isSaving = false
-          })
-        }
+          window.Turbo.visit(`/templates/${this.template.id}`)
+        }).finally(() => {
+          this.isSaving = false
+        })
       }
     },
     scrollToArea (area) {

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
@@ -830,6 +830,7 @@ export default {
       } else if (format === 'percent') {
         return `${number}%`
       } else if (format === 'percent_space') {
+        // eslint-disable-next-line no-irregular-whitespace
         return `${String(number).replace('.', ',')} %`
       } else {
         return number

app/jobs/process_submission_expired_job.rb

@@ -11,7 +11,8 @@ 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?
+    return if params['expire_at'] && submission.expire_at&.to_i != params['expire_at']
 
     WebhookUrls.enqueue_events(submission, 'submission.expired')
   end

app/jobs/process_submitter_completion_job.rb

@@ -5,30 +5,45 @@ 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
+        viewer_uuids = submission.template_submitters.to_a.filter_map { |s| s['uuid'] if s['is_viewer'] }
+
+        incomplete = submission.submitters.where(completed_at: nil)
+        incomplete = incomplete.where.not(uuid: viewer_uuids) if viewer_uuids.present?
+
+        !incomplete.exists? &&
+          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
-      enqueue_next_submitter_request_notification(submitter)
+    if !submission.completed_at && submission.submitters_order_preserved? && params['send_invitation_email'] != false &&
+       Submission.exists?(id: submission.id, completed_at: nil)
+      next_submitters = enqueue_next_submitter_request_notification(submitter)
+
+      enqueue_next_submitter_viewer_notification(submission, next_submitters) unless is_last
     end
 
-    enqueue_completed_webhooks(submitter, is_all_completed:)
+    enqueue_completed_webhooks(submitter, is_last:)
   end
 
   def create_completed_submitter!(submitter)
@@ -77,7 +92,7 @@ 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 +104,7 @@ 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
 
@@ -137,7 +152,7 @@ class ProcessSubmitterCompletionJob
     return if configs.value['enabled'] == false
 
     to = submitter.submission.submitters.reject { |e| e.preferences['send_email'] == false }
-                  .sort_by(&:completed_at).select(&:email?).map(&:friendly_name)
+                  .sort_by { |e| e.completed_at || Time.current }.select(&:email?).map(&:friendly_name)
 
     return if to.blank?
 
@@ -157,9 +172,9 @@ class ProcessSubmitterCompletionJob
     bcc.to_s.scan(User::EMAIL_REGEXP)
   end
 
-  def enqueue_next_submitter_request_notification(submitter)
+  def enqueue_next_submitter_request_notification(submitter) # rubocop:disable Metrics/PerceivedComplexity
     submission = submitter.submission
-    submitters_index = submission.submitters.index_by(&:uuid)
+    submitters_index = submission.submitters.reject(&:viewer?).index_by(&:uuid)
 
     next_submitter_items =
       if submission.template_submitters.any? { |s| s['order'] }
@@ -188,5 +203,43 @@ class ProcessSubmitterCompletionJob
     next_submitters = submitters_index.values_at(*Array.wrap(next_submitter_items).pluck('uuid')).compact
 
     Submitters.send_signature_requests(next_submitters)
+
+    next_submitters
+  end
+
+  def enqueue_next_submitter_viewer_notification(submission, next_submitters)
+    viewers = submission.submitters.select(&:viewer?)
+
+    return [] if viewers.blank?
+
+    next_submitter_uuids = next_submitters.to_set(&:uuid)
+    viewers_index = viewers.index_by(&:uuid)
+
+    next_viewers =
+      if submission.template_submitters.any? { |s| s['order'] }
+        next_orders = submission.template_submitters
+                                .select { |s| next_submitter_uuids.include?(s['uuid']) }
+                                .pluck('order')
+
+        submission.template_submitters.filter_map do |s|
+          viewers_index[s['uuid']] if next_orders.include?(s['order'])
+        end
+      else
+        preceding_submitter_uuid = nil
+
+        submission.template_submitters.filter_map do |template_submitter|
+          viewer = viewers_index[template_submitter['uuid']]
+
+          if viewer
+            viewer if next_submitter_uuids.include?(preceding_submitter_uuid)
+          else
+            preceding_submitter_uuid = template_submitter['uuid']
+
+            nil
+          end
+        end
+      end
+
+    Submitters.send_signature_requests(next_viewers)
   end
 end

app/jobs/send_submitter_invitation_email_job.rb

@@ -19,7 +19,12 @@ class SendSubmitterInvitationEmailJob
       return
     end
 
-    mail = SubmitterMailer.invitation_email(submitter)
+    mail =
+      if submitter.viewer?
+        SubmitterMailer.invitation_view_email(submitter)
+      else
+        SubmitterMailer.invitation_email(submitter)
+      end
 
     Submitters::ValidateSending.call(submitter, mail)
 

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
 
@@ -45,6 +45,45 @@ class SubmitterMailer < ApplicationMailer
     end
   end
 
+  def invitation_view_email(submitter)
+    @current_account = submitter.submission.account
+    @submitter = submitter
+
+    if submitter.preferences['email_message_uuid']
+      @email_message = submitter.account.email_messages.find_by(uuid: submitter.preferences['email_message_uuid'])
+    end
+
+    template_submitters_index = @email_message.blank? ? build_submitter_preferences_index(@submitter) : {}
+
+    @body = @email_message&.normalized_body.presence ||
+            @submitter.template&.preferences&.dig('invitation_view_email_body').presence ||
+            template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence
+
+    @subject = @email_message&.subject.presence ||
+               @submitter.template&.preferences&.dig('invitation_view_email_subject').presence ||
+               template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence
+
+    @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY)
+    @body ||= fetch_config_email_body(@email_config, @submitter)
+
+    assign_message_metadata('submitter_view_invitation', @submitter)
+
+    reply_to = build_submitter_reply_to(@submitter, email_config: @email_config)
+
+    maybe_set_custom_domain(@submitter)
+
+    I18n.with_locale(@current_account.locale) do
+      subject = build_invite_subject(@subject, @email_config, submitter)
+
+      mail(
+        to: @submitter.friendly_name,
+        from: from_address_for_submitter(submitter),
+        subject:,
+        reply_to:
+      )
+    end
+  end
+
   def completed_email(submitter, user, to: nil)
     @current_account = submitter.submission.account
     @submitter = submitter
@@ -53,8 +92,6 @@ class SubmitterMailer < ApplicationMailer
 
     template_preferences = @submission.template&.preferences || {}
 
-    Submissions::EnsureResultGenerated.call(submitter)
-
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
 
     add_completed_email_attachments!(
@@ -109,8 +146,6 @@ class SubmitterMailer < ApplicationMailer
 
     template_preferences = @submitter.template&.preferences || {}
 
-    Submissions::EnsureResultGenerated.call(@submitter)
-
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
     add_completed_email_attachments!(
@@ -172,7 +207,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def add_completed_email_attachments!(submitter, with_audit_log: true, with_documents: true)
-    documents = with_documents ? Submitters.select_attachments_for_download(submitter) : []
+    documents = with_documents ? select_completed_documents(submitter) : []
 
     filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id,
                                                           key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value
@@ -216,6 +251,8 @@ class SubmitterMailer < ApplicationMailer
   def build_invite_subject(subject, email_config, submitter)
     if email_config || subject
       ReplaceEmailVariables.call(subject || email_config.value['subject'], submitter:)
+    elsif submitter.viewer?
+      I18n.t(:you_are_invited_to_view_a_document)
     elsif submitter.with_signature_fields?
       I18n.t(:you_are_invited_to_sign_a_document)
     else
@@ -227,6 +264,14 @@ class SubmitterMailer < ApplicationMailer
     submitter.template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] }
   end
 
+  def select_completed_documents(submitter)
+    last_submitter = Submitter.where(submission_id: submitter.submission_id).completed.order(:completed_at).last
+
+    Submissions::EnsureResultGenerated.call(last_submitter)
+
+    Submitters.select_attachments_for_download(last_submitter)
+  end
+
   def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)
     total_size = current_size
 

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/account_config.rb

@@ -22,6 +22,7 @@
 #
 class AccountConfig < ApplicationRecord
   SUBMITTER_INVITATION_EMAIL_KEY = 'submitter_invitation_email'
+  SUBMITTER_VIEW_INVITATION_EMAIL_KEY = 'submitter_view_invitation_email'
   SUBMITTER_INVITATION_REMINDER_EMAIL_KEY = 'submitter_invitation_reminder_email'
   SUBMITTER_COMPLETED_EMAIL_KEY = 'submitter_completed_email'
   SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY = 'submitter_documents_copy_email'
@@ -63,6 +64,7 @@ class AccountConfig < ApplicationRecord
 
   EMAIL_VARIABLES = {
     SUBMITTER_INVITATION_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,
+    SUBMITTER_VIEW_INVITATION_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,
     SUBMITTER_COMPLETED_EMAIL_KEY => %w[template.name submission.submitters submission.link].freeze,
     SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,
     SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[template.name documents.link account.name].freeze
@@ -75,6 +77,12 @@ class AccountConfig < ApplicationRecord
         'body' => I18n.t(:submitter_invitation_email_sign_body)
       }
     },
+    SUBMITTER_VIEW_INVITATION_EMAIL_KEY => lambda {
+      {
+        'subject' => I18n.t(:you_are_invited_to_view_a_document),
+        'body' => I18n.t(:submitter_invitation_email_view_body)
+      }
+    },
     SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => lambda {
       {
         'subject' => I18n.t(:you_are_invited_to_sign_a_document),

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
@@ -25,9 +26,12 @@
 #
 # 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_at                                  (created_at)
 #  index_submissions_on_created_by_user_id                          (created_by_user_id)
 #  index_submissions_on_slug                                        (slug) UNIQUE
 #  index_submissions_on_template_id                                 (template_id)
@@ -88,27 +92,17 @@ 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)
-  }
+  scope :non_expired, -> { where(expire_at: nil).or(where(expire_at: Time.current..)) }
+  scope :pending, -> { non_expired.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)
-  }
-  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)
+    where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id]))
+                   .where.not(declined_at: nil).limit(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,
+    select(:id, :name, :created_by_user_id, :account_id, :completed_at,
            :created_at, :archived_at, :expire_at, :template_id, :template_submitters)
   }
 

app/models/submitter.rb

@@ -116,6 +116,12 @@ class Submitter < ApplicationRecord
     end
   end
 
+  def viewer?
+    return false if submission.template_submitters.blank?
+
+    submission.template_submitters.any? { |s| s['uuid'] == uuid && s['is_viewer'] }
+  end
+
   private
 
   def anonymize_email_events

app/views/email_smtp_settings/index.html.erb

@@ -57,6 +57,11 @@
         <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
       </div>
     <% end %>
+    <% if Docuseal.multitenant? && @encrypted_config.persisted? %>
+      <div class="flex justify-center pt-2">
+        <%= button_to t('reset_default'), settings_email_path(@encrypted_config), method: :delete, class: 'link', data: { turbo_confirm: t('are_you_sure_') } %>
+      </div>
+    <% end %>
   </div>
   <div class="w-0 md:w-52"></div>
 </div>

app/views/icons/_file_check.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 d="M14 3v4a1 1 0 0 0 1 1h4" />
+  <path d="M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2" />
+  <path d="M9 15l2 2l4 -4" />
+</svg>

app/views/icons/_file_unknown.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M14 3v4a1 1 0 0 0 1 1h4" />
+  <path d="M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2" />
+  <path d="M12 17v.01" />
+  <path d="M12 14a1.5 1.5 0 1 0 -1.14 -2.474" />
+</svg>

app/views/icons/_writing_off.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M16 7h4" />
+  <path d="M16 16v1l2 2l.5 -.5m1.5 -2.5v-11c0 -1.121 -.879 -2 -2 -2s-2 .879 -2 2v7" />
+  <path d="M18 19h-13a2 2 0 1 1 0 -4h4a2 2 0 1 0 0 -4h-3" />
+  <path d="M3 3l18 18" />
+</svg>

app/views/personalization_settings/_editor_toolbar.html.erb

@@ -0,0 +1,53 @@
+<div class="flex items-center px-2 py-2 border-b" style="height: 42px;">
+  <div class="flex items-center gap-1">
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('bold') %> (Ctrl+B)">
+      <button type="button" data-action="click:<%= editor_tag %>#bold" data-target="<%= editor_tag %>.boldButton" aria-label="<%= t('bold') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('bold', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('italic') %> (Ctrl+I)">
+      <button type="button" data-action="click:<%= editor_tag %>#italic" data-target="<%= editor_tag %>.italicButton" aria-label="<%= t('italic') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('italic', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('underline') %> (Ctrl+U)">
+      <button type="button" data-action="click:<%= editor_tag %>#underline" data-target="<%= editor_tag %>.underlineButton" aria-label="<%= t('underline') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('underline', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('link') %> (Ctrl+K)">
+      <button type="button" data-action="click:<%= editor_tag %>#linkSelection" data-target="<%= editor_tag %>.linkButton" aria-label="<%= t('link') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('link', class: 'w-4 h-4') %>
+      </button>
+    </div>
+  </div>
+  <div class="mx-2 h-5 border-l border-base-content/20"></div>
+  <div class="flex items-center gap-1">
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('undo') %> (Ctrl+Z)">
+      <button type="button" data-action="click:<%= editor_tag %>#undo" data-target="<%= editor_tag %>.undoButton" aria-label="<%= t('undo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('arrow_back_up', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('redo') %> (Ctrl+Shift+Z)">
+      <button type="button" data-action="click:<%= editor_tag %>#redo" data-target="<%= editor_tag %>.redoButton" aria-label="<%= t('redo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('arrow_forward_up', class: 'w-4 h-4') %>
+      </button>
+    </div>
+  </div>
+  <% if local_assigns[:variables]&.any? %>
+    <% variable_labels = { 'account.name' => t('variables.account_name'), 'submitter.link' => t('variables.submitter_link'), 'template.name' => t('variables.template_name'), 'submission.submitters' => t('variables.submission_submitters'), 'submission.link' => t('variables.submission_link'), 'documents.link' => t('variables.documents_link') } %>
+    <div class="dropdown dropdown-end ml-auto">
+      <label tabindex="0" class="flex items-center gap-1 text-sm px-2 py-1 rounded hover:bg-base-200 cursor-pointer">
+        <%= t('add_variable') %>
+        <%= svg_icon('chevron_down', class: 'w-3.5 h-3.5') %>
+      </label>
+      <div tabindex="0" class="dropdown-content right-0 top-full mt-1 p-1 bg-white border border-neutral-200 rounded-lg shadow-lg z-50">
+        <% local_assigns[:variables]&.each do |variable| %>
+          <button type="button" data-variable="<%= variable %>" data-action="click:<%= editor_tag %>#insertVariable" class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 text-left text-sm cursor-pointer whitespace-nowrap">
+            <%= variable_labels.fetch(variable, "{#{variable}}") %>
+          </button>
+        <% end %>
+      </div>
+    </div>
+  <% end %>
+</div>

app/views/personalization_settings/_email_body_editor.html.erb

@@ -0,0 +1 @@
+<%= render 'personalization_settings/markdown_editor', name:, value:, variables: local_assigns[:variables] %>

app/views/personalization_settings/_markdown_editor.html.erb

@@ -1,76 +1,18 @@
-<% if value.to_s.start_with?('<html') %>
-  <autoresize-textarea>
-    <%= text_area_tag name, value, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto', style: 'max-height: 400px' %>
-  </autoresize-textarea>
-<% else %>
-  <markdown-editor>
-    <template data-target="markdown-editor.linkTooltipTemplate">
-      <div class="hidden absolute flex bg-white border border-base-300 rounded-xl shadow p-1 gap-1 items-center z-50" contenteditable="false">
-        <input type="text" placeholder="<%= t('enter_a_url_or_variable_name') %>" class="rounded-lg border border-base-300 px-2 py-1 text-sm outline-none" style="field-sizing: content; min-width: 205px; max-width: 320px;" autocomplete="off">
-        <button type="button" data-role="link-save" class="flex items-center px-1 w-6 h-6 rounded hover:bg-success/10 cursor-pointer">
-          <%= svg_icon('check', class: 'w-4 h-4 text-success') %>
-        </button>
-        <button type="button" data-role="link-remove" class="flex items-center px-1 w-6 h-6 rounded hover:bg-error/10 cursor-pointer">
-          <%= svg_icon('x', class: 'w-4 h-4 text-error') %>
-        </button>
-      </div>
-    </template>
-    <div class="border border-base-content/20 rounded-2xl bg-white">
-      <div class="flex items-center px-2 py-2 border-b" style="height: 42px;">
-        <div class="flex items-center gap-1">
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('bold') %> (Ctrl+B)">
-            <button type="button" data-action="click:markdown-editor#bold" data-target="markdown-editor.boldButton" aria-label="<%= t('bold') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('bold', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('italic') %> (Ctrl+I)">
-            <button type="button" data-action="click:markdown-editor#italic" data-target="markdown-editor.italicButton" aria-label="<%= t('italic') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('italic', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('underline') %> (Ctrl+U)">
-            <button type="button" data-action="click:markdown-editor#underline" data-target="markdown-editor.underlineButton" aria-label="<%= t('underline') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('underline', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('link') %> (Ctrl+K)">
-            <button type="button" data-action="click:markdown-editor#linkSelection" data-target="markdown-editor.linkButton" aria-label="<%= t('link') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('link', class: 'w-4 h-4') %>
-            </button>
-          </div>
-        </div>
-        <div class="mx-2 h-5 border-l border-base-content/20"></div>
-        <div class="flex items-center gap-1">
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('undo') %> (Ctrl+Z)">
-            <button type="button" data-action="click:markdown-editor#undo" data-target="markdown-editor.undoButton" aria-label="<%= t('undo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('arrow_back_up', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('redo') %> (Ctrl+Shift+Z)">
-            <button type="button" data-action="click:markdown-editor#redo" data-target="markdown-editor.redoButton" aria-label="<%= t('redo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('arrow_forward_up', class: 'w-4 h-4') %>
-            </button>
-          </div>
-        </div>
-        <% if local_assigns[:variables]&.any? %>
-          <% variable_labels = { 'account.name' => t('variables.account_name'), 'submitter.link' => t('variables.submitter_link'), 'template.name' => t('variables.template_name'), 'submission.submitters' => t('variables.submission_submitters'), 'submission.link' => t('variables.submission_link'), 'documents.link' => t('variables.documents_link') } %>
-          <div class="dropdown dropdown-end ml-auto">
-            <label tabindex="0" class="flex items-center gap-1 text-sm px-2 py-1 rounded hover:bg-base-200 cursor-pointer">
-              <%= t('add_variable') %>
-              <%= svg_icon('chevron_down', class: 'w-3.5 h-3.5') %>
-            </label>
-            <div tabindex="0" class="dropdown-content right-0 top-full mt-1 p-1 bg-white border border-neutral-200 rounded-lg shadow-lg z-50">
-              <% local_assigns[:variables]&.each do |variable| %>
-                <button type="button" data-variable="<%= variable %>" data-action="click:markdown-editor#insertVariable" class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 text-left text-sm cursor-pointer whitespace-nowrap">
-                  <%= variable_labels.fetch(variable, "{#{variable}}") %>
-                </button>
-              <% end %>
-            </div>
-          </div>
-        <% end %>
-      </div>
-      <div data-target="markdown-editor.editorElement"></div>
+<markdown-editor>
+  <template data-target="markdown-editor.linkTooltipTemplate">
+    <div class="hidden absolute flex bg-white border border-base-300 rounded-xl shadow p-1 gap-1 items-center z-50" contenteditable="false">
+      <input type="text" placeholder="<%= t('enter_a_url_or_variable_name') %>" class="rounded-lg border border-base-300 px-2 py-1 text-sm outline-none" style="field-sizing: content; min-width: 205px; max-width: 320px;" autocomplete="off">
+      <button type="button" data-role="link-save" class="flex items-center px-1 w-6 h-6 rounded hover:bg-success/10 cursor-pointer">
+        <%= svg_icon('check', class: 'w-4 h-4 text-success') %>
+      </button>
+      <button type="button" data-role="link-remove" class="flex items-center px-1 w-6 h-6 rounded hover:bg-error/10 cursor-pointer">
+        <%= svg_icon('x', class: 'w-4 h-4 text-error') %>
+      </button>
     </div>
-    <%= hidden_field_tag name, value, required: true, data: { target: 'markdown-editor.textarea' } %>
-  </markdown-editor>
-<% end %>
+  </template>
+  <div class="border border-base-content/20 rounded-2xl bg-white">
+    <%= render 'personalization_settings/editor_toolbar', editor_tag: 'markdown-editor', variables: local_assigns[:variables] %>
+    <div data-target="markdown-editor.editorElement"></div>
+  </div>
+  <%= hidden_field_tag name, value, required: true, data: { target: 'markdown-editor.textarea' } %>
+</markdown-editor>

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/_settings_nav.html.erb

@@ -12,12 +12,12 @@
       <li>
         <%= link_to t('account'), settings_account_path, class: 'text-base hover:bg-base-300' %>
       </li>
+      <% if (!Docuseal.multitenant? || EncryptedConfig.exists?(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) && can?(:read, EncryptedConfig.new(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) && ENV['SMTP_ADDRESS'].blank? && true_user == current_user %>
+        <li>
+          <%= link_to t('email'), settings_email_index_path, class: 'text-base hover:bg-base-300' %>
+        </li>
+      <% end %>
       <% unless Docuseal.multitenant? %>
-        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) && ENV['SMTP_ADDRESS'].blank? && true_user == current_user %>
-          <li>
-            <%= link_to t('email'), settings_email_index_path, class: 'text-base hover:bg-base-300' %>
-          </li>
-        <% end %>
         <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::FILES_STORAGE_KEY, account: current_account)) && true_user == current_user && ENV['S3_ATTACHMENTS_BUCKET'].blank? && ENV['GCS_BUCKET'].blank? && ENV['AZURE_CONTAINER'].blank? %>
           <li>
             <%= link_to t('storage'), settings_storage_index_path, class: 'text-base hover:bg-base-300' %>

app/views/submissions/_detailed_form.html.erb

@@ -92,7 +92,7 @@
   <%= local_assigns[:variables_form] %>
   <div>
     <%= render('submitters_order', f:, template:) if can_send_emails %>
-    <%= render 'send_email', f:, template:, can_send_emails: %>
+    <%= render 'send_email', f:, template:, can_send_emails:, viewer_submitter_uuids: local_assigns[:viewer_submitter_uuids] %>
     <% if has_phone_field %>
       <%= render 'send_sms', f: %>
     <% end %>

app/views/submissions/_email_form.html.erb

@@ -70,7 +70,7 @@
   <%= local_assigns[:variables_form] %>
   <div>
     <%= render('submitters_order', f:, template:) if can_send_emails %>
-    <%= render 'send_email', f:, template:, can_send_emails: %>
+    <%= render 'send_email', f:, template:, can_send_emails:, viewer_submitter_uuids: local_assigns[:viewer_submitter_uuids] %>
     <%= render 'extra_fields', f: %>
   </div>
   <div class="form-control">

app/views/submissions/_send_email_base.html.erb

@@ -38,9 +38,21 @@
   <% end %>
 </div>
 <% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+<% view_config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY) %>
+<% config_body = (config.value['body_type'] == 'html' && config.value['html_body'].presence) || config.value['body'] %>
+<% view_template_subject = template&.preferences&.dig('invitation_view_email_subject').presence %>
+<% view_template_body = template&.preferences&.dig('invitation_view_email_body').presence %>
+<% default_subject = template&.preferences&.dig('request_email_subject').presence || config.value['subject'] %>
+<% default_body = template&.preferences&.dig('request_email_body').presence || config_body %>
+<% is_edit_viewer = local_assigns[:submitter] && local_assigns[:viewer_submitter_uuids].include?(local_assigns[:submitter].uuid) %>
 <div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
   <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template_submitters.size < 5 && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <% if local_assigns[:viewer_submitter_uuids].present? && local_assigns[:submitter].blank? %>
+      <% (template_submitters.pluck('uuid') - local_assigns[:viewer_submitter_uuids].to_a).each do |signer_uuid| %>
+        <%= hidden_field_tag 'email_message_submitter_uuids[]', signer_uuid %>
+      <% end %>
+    <% end %>
     <div class="peer-checked:hidden form-control space-y-2">
       <div class="form-control">
         <div class="flex justify-between">
@@ -51,13 +63,13 @@
             </label>
           <% end %>
         </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || (is_edit_viewer ? view_template_subject : nil) || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || (is_edit_viewer ? view_config.value['subject'] : default_subject), required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
       </div>
       <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 %>
-        <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
+        <%= render 'personalization_settings/email_body_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || (is_edit_viewer ? view_template_body : nil) || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || (is_edit_viewer ? view_config.value['body'] : default_body), variables: body_variables %>
+        <% if !local_assigns.fetch(:disable_save_as_default_template_option, false) && config.value['body_type'] != 'html' %>
           <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
             <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
             <span class="label"><%= t('save_as_default_template_message') %></span>
@@ -81,17 +93,18 @@
           </ul>
         </toggle-visible>
         <% template_submitters.each_with_index do |submitter, index| %>
+          <% is_viewer = local_assigns[:viewer_submitter_uuids].include?(submitter['uuid']) %>
           <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
             <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
               <div class="form-control">
                 <div class="flex justify-between">
                   <%= ff.label :subject, t('subject'), class: 'label' %>
                 </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || (is_viewer ? view_template_subject : nil) || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || (is_viewer ? view_config.value['subject'] : default_subject), required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
               </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/email_body_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || (is_viewer ? view_template_body : nil) || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || (is_viewer ? view_config.value['body'] : default_body), variables: body_variables %>
               </div>
             </div>
           <% end %>

app/views/submissions/new.html.erb

@@ -1,6 +1,7 @@
 <% require_phone_2fa = @template.preferences['require_phone_2fa'] == true %>
 <% require_email_2fa = @template.preferences['require_email_2fa'] == true %>
 <% prefillable_fields = @template.fields.select { |f| f['prefillable'] } %>
+<% viewer_submitter_uuids = Set.new(@template.submitters.pluck('uuid')) - Set.new(@template.fields.to_a.pluck('submitter_uuid')) %>
 <% 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) %>
@@ -26,18 +27,18 @@
   <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:, can_send_emails: %>
+        <%= render 'email_form', template: @template, variables_form:, can_send_emails:, viewer_submitter_uuids: %>
       </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:, can_send_emails: %>
+      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form:, can_send_emails:, viewer_submitter_uuids: %>
     </div>
     <% if with_list %>
       <div id="list" class="hidden">
-        <%= render 'list_form', template: @template, can_send_emails: %>
+        <%= render 'list_form', template: @template, can_send_emails:, viewer_submitter_uuids: %>
       </div>
     <% end %>
     <%= render 'submissions/error' %>

app/views/submissions/show.html.erb

@@ -15,8 +15,7 @@
       <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 %>
@@ -166,7 +178,7 @@
                   <%= (@submission.template_submitters || @submission.template.submitters).find { |e| e['uuid'] == submitter&.uuid }&.dig('name') || "#{(index + 1).ordinalize} Submitter" %>
                 </span>
               </div>
-              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
+              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !@submission.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
                 <span class="tooltip tooltip-left" data-tip="<%= t('edit') %>">
                   <%= link_to edit_submitter_path(submitter), class: 'shrink-0 inline md:hidden md:group-hover:inline', data: { turbo_frame: 'modal' } do %>
                     <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -199,7 +211,11 @@
               </div>
             <% end %>
             <div class="flex items-center space-x-1 mt-1">
-              <% if @submission.expire_at? && submitter && !submitter.completed_at? %>
+              <% if submitter&.viewer? %>
+                <%= svg_icon(submitter.opened_at? ? 'file_check' : 'file_unknown', class: 'w-5 h-5') %>
+              <% elsif submitter && !submitter.completed_at? && @submission.completed_at? %>
+                <%= svg_icon('writing_off', class: 'w-5 h-5') %>
+              <% elsif @submission.expire_at? && submitter && !submitter.completed_at? %>
                 <%= svg_icon('clock_exclamation', class: 'w-5 h-5') %>
               <% else %>
                 <%= svg_icon('writing', class: 'w-5 h-5') %>
@@ -207,9 +223,19 @@
               <span>
                 <% if submitter&.declined_at? %>
                   <%= t('declined_on_time', time: l(submitter.declined_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                <% elsif submitter&.viewer? %>
+                  <% if submitter.opened_at? %>
+                    <%= t('viewed_on_time', time: l(submitter.opened_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                  <% elsif @submission.completed_at? %>
+                    <%= t('not_viewed') %>
+                  <% else %>
+                    <%= t('not_viewed_yet') %>
+                  <% end %>
                 <% elsif submitter %>
                   <% if submitter.completed_at? %>
                     <%= l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) %>
+                  <% elsif @submission.completed_at? %>
+                    <%= t('not_completed') %>
                   <% elsif @submission.expire_at? %>
                     <% if @submission.expired? %>
                       <%= t(:expired) %>
@@ -232,15 +258,15 @@
                 </span>
               </div>
             <% end %>
-            <% 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? %>
+            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.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>
             <% end %>
-            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <%= render 'submissions/send_sms_button', submitter: %>
             <% end %>
-            <% if signed_in? && submitter && !submitter.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && !submitter.viewer? && !submitter.completed_at? && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <a class="btn btn-sm btn-primary w-full" target="_blank" href="<%= submit_form_path(slug: submitter.slug) %>">
                   <%= t('sign_in_person') %>

app/views/submit_form/completed.html.erb

@@ -1,3 +1,4 @@
+<% completed_at = @submitter.completed_at || @submitter.submission.completed_at %>
 <main class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
@@ -12,7 +13,7 @@
           <div>
             <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)) %>
+              <%= t(@submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(completed_at.to_date, format: :long)) %>
             </p>
           </div>
         </div>
@@ -29,7 +30,7 @@
           <div class="py-2"></div>
         <% end %>
       <% end %>
-      <% if @submitter.completed_at > 30.minutes.ago || (current_user && current_user.account.submitters.exists?(id: @submitter.id)) %>
+      <% if completed_at > 30.minutes.ago || (current_user && current_user.account.submitters.exists?(id: @submitter.id)) %>
         <download-button role="button" tabindex="0" aria-label="<%= t('download_documents') %>" data-src="<%= submit_form_documents_path(@submitter.slug) %>" class="base-button w-full">
           <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
             <%= svg_icon('download', class: 'w-6 h-6') %>

app/views/submit_form/show.html.erb

@@ -23,7 +23,7 @@
             <%= @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] %>
+            <% if @form_configs[:with_decline] && !@submitter.viewer? %>
               <modal-button data-target="<%= decline_modal_id = SecureRandom.uuid %>" class="hidden group-has-[.complete-button]:flex">
                 <button type="button" class="btn btn-sm md:!px-5 px-2" aria-label="<%= t(:decline) %>">
                   <span class="hidden md:inline"><%= t(:decline) %></span>
@@ -34,11 +34,11 @@
               </modal-button>
             <% end %>
             <span id="complete_button_container" class="peer contents"></span>
-            <% if @form_configs[:with_delegate] %>
+            <% if @form_configs[:with_delegate] && !@submitter.viewer? %>
               <modal-button data-target="<%= delegate_modal_id = SecureRandom.uuid %>" class="hidden peer-empty:flex">
                 <button id="delegate_button" type="button" class="btn btn-sm !px-5"><%= t(:delegate) %></button>
               </modal-button>
-              <% if @form_configs[:with_decline] %>
+              <% if @form_configs[:with_decline] && !@submitter.viewer? %>
                 <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                   <button id="decline_button" type="button" class="btn btn-sm px-2" aria-label="<%= t(:decline) %>">
                     <%= svg_icon('x', class: 'w-5 h-5') %>
@@ -56,7 +56,7 @@
                 </download-button>
               <% end %>
             <% else %>
-              <% if @form_configs[:with_decline] %>
+              <% if @form_configs[:with_decline] && !@submitter.viewer? %>
                 <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                   <button id="decline_button" type="button" class="btn btn-sm !px-5"><%= t(:decline) %></button>
                 </modal-button>
@@ -77,7 +77,7 @@
           </div>
         </header>
         <scroll-buttons inert class="fixed right-5 top-2 hidden md:flex gap-1 z-50 ease-in-out opacity-0 -translate-y-10 group">
-          <% if @form_configs[:with_decline] %>
+          <% if @form_configs[:with_decline] && !@submitter.viewer? %>
             <modal-button data-target="<%= decline_modal_id %>" class="hidden group-has-[.complete-button]:flex">
               <button type="button" class="btn btn-sm px-2" aria-label="<%= t(:decline) %>">
                 <%= svg_icon('x', class: 'w-5 h-5') %>
@@ -85,7 +85,7 @@
             </modal-button>
           <% end %>
           <span id="complete_button_container_scroll" class="peer contents"></span>
-          <% if @form_configs[:with_delegate] %>
+          <% if @form_configs[:with_delegate] && !@submitter.viewer? %>
             <modal-button data-target="<%= delegate_modal_id %>" class="hidden peer-empty:flex">
               <button id="delegate_button_mobile" type="button" class="btn btn-sm px-0" aria-label="<%= t(:delegate) %>">
                 <span class="min-[1366px]:inline hidden px-3">
@@ -96,7 +96,7 @@
                 </span>
               </button>
             </modal-button>
-            <% if @form_configs[:with_decline] %>
+            <% if @form_configs[:with_decline] && !@submitter.viewer? %>
               <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                 <button id="decline_button_mobile" type="button" class="btn btn-sm px-2" aria-label="<%= t(:decline) %>">
                   <%= svg_icon('x', class: 'w-5 h-5') %>
@@ -104,7 +104,7 @@
               </modal-button>
             <% end %>
           <% else %>
-            <% if @form_configs[:with_decline] %>
+            <% if @form_configs[:with_decline] && !@submitter.viewer? %>
               <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                 <button id="decline_button_mobile" type="button" class="btn btn-sm px-0" aria-label="<%= t(:decline) %>">
                   <span class="min-[1366px]:inline hidden px-3">
@@ -177,12 +177,12 @@
     </div>
   </div>
 </div>
-<% if @form_configs[:with_decline] %>
+<% if @form_configs[:with_decline] && !@submitter.viewer? %>
   <%= render 'shared/html_modal', title: t(:decline), uuid: decline_modal_id do %>
     <%= render 'submit_form/decline_form', submitter: @submitter %>
   <% end %>
 <% end %>
-<% if @form_configs[:with_delegate] %>
+<% if @form_configs[:with_delegate] && !@submitter.viewer? %>
   <%= render 'shared/html_modal', title: t(:delegate), uuid: delegate_modal_id do %>
     <%= render 'submit_form/delegate_form', submitter: @submitter %>
   <% end %>

app/views/submitter_mailer/invitation_view_email.html.erb

@@ -0,0 +1,14 @@
+<% if @body.present? %>
+  <%= render 'custom_content', content: @body, submitter: @submitter %>
+  <% if !@body.match?(ReplaceEmailVariables::SUBMITTER_LINK) && !@body.match?(ReplaceEmailVariables::SUBMITTER_ID) && !@body.match?(ReplaceEmailVariables::SUBMISSION_LINK) && !@body.match?(ReplaceEmailVariables::TEMPLATE_ID) && !@submitter.submission.source.in?(%w[api embed]) %>
+    <p><%= link_to nil, 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>
+  <% end %>
+<% else %>
+  <p><%= t('hi_there') %>,</p>
+  <p><%= I18n.t(:you_have_been_invited_to_view_the_name, name: @submitter.submission.name || @submitter.submission.template&.name) %></p>
+  <p><%= link_to I18n.t(:view_document), 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>
+  <%= t('thanks') %>,<br><%= @current_account.name %>
+  </p>
+<% end %>

app/views/submitters/edit.html.erb

@@ -17,7 +17,8 @@
         </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, can_send_emails: Accounts.can_send_emails?(current_account) %>
+        <% viewer_submitter_uuids = Set.new((@submitter.submission.template_submitters || @submitter.template.submitters).pluck('uuid')) - Set.new((@submitter.submission.template_fields || @submitter.template.fields).to_a.pluck('submitter_uuid')) %>
+        <%= 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), viewer_submitter_uuids: %>
         <%= render 'submissions/send_sms', f:, resend_sms: @submitter.sent_at? %>
       </div>
       <div class="form-control mt-4">

app/views/templates/_submission.html.erb

@@ -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 !submitter.completed_at? && can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
+              <% if !submitter.completed_at? && !submission.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 !submitter.completed_at? && can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
+                    <% if !submitter.completed_at? && !submission.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/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_preferences/_recipients.html.erb

@@ -1,5 +1,6 @@
 <% close_on_submit = local_assigns.fetch(:close_on_submit, true) %>
 <% is_order_set = template.submitters.any? { |s| s['order'] } %>
+<% field_submitter_uuids = Set.new(template.fields.pluck('submitter_uuid')) %>
 <%= form_for template, url: template_recipients_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: :submitters_form }, data: { close_on_submit: } do |f| %>
   <% unless close_on_submit %>
     <toggle-on-submit data-element-id="form_saved_alert"></toggle-on-submit>
@@ -10,6 +11,7 @@
         <%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :invite_via_field_uuid, :optional_invite_by_uuid, :linked_to_uuid, :order, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'invite_via_field_uuid', 'optional_invite_by_uuid', 'linked_to_uuid', 'order')), index: do |ff| %>
           <% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : (item.invite_via_field_uuid.present? ? 'invite_via_field' : ''))))) %>
           <%= ff.hidden_field :uuid %>
+          <% is_viewer_row = field_submitter_uuids.exclude?(submitter['uuid']) %>
           <div class="form-control">
             <div class="flex justify-between">
               <%= ff.text_field :name, class: 'w-full outline-none border-transparent focus:border-transparent focus:ring-0 bg-base-100 px-1 peer mb-2', autocomplete: 'off', placeholder: "#{index + 1}#{(index + 1).ordinal} Party", required: true %>
@@ -21,6 +23,8 @@
                     <mount-on-click data-template-id="order_fields" class="link whitespace-nowrap text-sm mt-1 mr-1 block">
                       <%= t('edit_order') %>
                     </mount-on-click>
+                  <% elsif is_viewer_row %>
+                    <span class="inline-flex items-center justify-center h-6 px-2 rounded-full bg-base-200 text-base-content text-xs font-medium normal-case whitespace-nowrap"><%= t('view_only') %></span>
                   <% end %>
                 </div>
               <% end %>
@@ -141,11 +145,13 @@
 </div>
 <% if template.submitters.size > 2 && !is_order_set %>
   <template id="order_fields">
+    <% last_viewer_order = -1 %>
     <% template.submitters.each_with_index do |submitter, index| %>
+      <% default_order = field_submitter_uuids.include?(submitter['uuid']) ? (last_viewer_order += 1) : [last_viewer_order, 0].max %>
       <turbo-stream action="replace" target="order_<%= submitter['uuid'] %>">
         <template>
           <div id="order_<%= submitter['uuid'] %>">
-            <%= select_tag "template[submitters][#{index}][order]", options_for_select(template.submitters.map.with_index { |_, i| [(i + 1).ordinalize, i] }, submitter['order'].presence || index), class: 'select select-xs text-sm input-bordered bg-white pl-3.5' %>
+            <%= select_tag "template[submitters][#{index}][order]", options_for_select(template.submitters.map.with_index { |_, i| [(i + 1).ordinalize, i] }, default_order), class: 'select select-xs text-sm input-bordered bg-white pl-3.5' %>
           </div>
         </template>
       </turbo-stream>

app/views/templates_preferences/_submitter_completed_email_form.html.erb

@@ -21,7 +21,7 @@
       </div>
       <div class="form-control">
         <%= ff.label :completed_notification_email_body, t('email_body'), class: 'label' %>
-        <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:completed_notification_email_body), value: ff.object.completed_notification_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY] %>
+        <%= render 'personalization_settings/email_body_editor', name: ff.field_name(:completed_notification_email_body), value: ff.object.completed_notification_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY], html_textarea: true %>
       </div>
     <% end %>
   <% end %>

app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb

@@ -21,7 +21,7 @@
       </div>
       <div class="form-control">
         <%= ff.label :documents_copy_email_body, t('email_body'), class: 'label' %>
-        <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:documents_copy_email_body), value: ff.object.documents_copy_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY] %>
+        <%= render 'personalization_settings/email_body_editor', name: ff.field_name(:documents_copy_email_body), value: ff.object.documents_copy_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY], html_textarea: true %>
       </div>
       <% if can?(:manage, :reply_to) %>
         <div class="form-control">

app/views/templates_preferences/_submitter_invitation_email_form.html.erb

@@ -1,6 +1,9 @@
 <div id="<%= AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY %>_form">
   <% template_email_preferences_values = @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank %>
   <% default_template_email_preferences_values = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body') %>
+  <% viewer_default_email_preferences_values = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY).value.values_at('subject', 'body') %>
+  <% viewer_template_email_preferences_values = @template.preferences.values_at('invitation_view_email_subject', 'invitation_view_email_body').compact_blank.presence %>
+  <% field_submitter_uuids = Set.new(@template.fields.pluck('submitter_uuid')) %>
   <% is_custom_template_email = template_email_preferences_values.present? %>
   <% multiple_submitters = @template.submitters.size > 1 && @template.submitters.size < 5 %>
   <% if is_custom_template_email || @template.preferences['submitters'].to_a.any? %>
@@ -28,7 +31,7 @@
         </div>
         <div class="form-control">
           <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
-          <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:request_email_body), value: ff.object.request_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY] %>
+          <%= render 'personalization_settings/email_body_editor', name: ff.field_name(:request_email_body), value: ff.object.request_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY], html_textarea: true %>
         </div>
       <% end %>
     </div>
@@ -49,7 +52,7 @@
           <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
             <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
             <% submitter_email_preferences_values = submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence %>
-            <% submitter_email_values = submitter_email_preferences_values || template_email_preferences_values.presence || default_template_email_preferences_values %>
+            <% submitter_email_values = field_submitter_uuids.include?(submitter['uuid']) ? (submitter_email_preferences_values || template_email_preferences_values.presence || default_template_email_preferences_values) : (viewer_template_email_preferences_values || submitter_email_preferences_values || viewer_default_email_preferences_values) %>
             <%= hidden_field_tag 'template[preferences][submitters][][uuid]', submitter['uuid'] %>
             <div class="form-control">
               <div class="flex justify-between">
@@ -64,7 +67,7 @@
             </div>
             <div class="form-control">
               <label class="label"><%= t('email_body') %></label>
-              <%= render 'personalization_settings/markdown_editor', name: 'template[preferences][submitters][][request_email_body]', value: submitter_email_values.last, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY] %>
+              <%= render 'personalization_settings/email_body_editor', name: 'template[preferences][submitters][][request_email_body]', value: submitter_email_values.last, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY], html_textarea: true %>
             </div>
           </div>
         <% end %>

app/views/templates_preferences/_submitter_view_invitation_email_form.html.erb

@@ -0,0 +1,34 @@
+<div id="<%= AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY %>_form">
+  <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY).value %>
+  <% template_email_preferences_values = @template.preferences.values_at('invitation_view_email_subject', 'invitation_view_email_body').compact_blank.presence %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% if is_custom_template_email %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_view_invitation_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_view_invitation_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert_view"></toggle-on-submit>
+    <%= f.fields_for :preferences, Struct.new(:invitation_view_email_subject, :invitation_view_email_body).new(@template.preferences['invitation_view_email_subject'].presence || configs['subject'], @template.preferences['invitation_view_email_body'].presence || configs['body']) do |ff| %>
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= ff.label :invitation_view_email_subject, t('email_subject'), class: 'label' %>
+          <% if is_custom_template_email %>
+            <label for="submitter_view_invitation_email_reset_link" class="label underline">
+              <%= t('reset_default') %>
+            </label>
+          <% end %>
+        </div>
+        <%= ff.text_field :invitation_view_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <%= ff.label :invitation_view_email_body, t('email_body'), class: 'label' %>
+        <%= render 'personalization_settings/email_body_editor', name: ff.field_name(:invitation_view_email_body), value: ff.object.invitation_view_email_body, variables: AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY], html_textarea: true %>
+      </div>
+    <% end %>
+  <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_view_invitation_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert_view" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
+</div>

app/views/templates_preferences/show.html.erb

@@ -109,6 +109,18 @@
           <%= render 'templates_preferences/submitter_invitation_email_form' %>
         </div>
       </div>
+      <% field_submitter_uuids = Set.new(@template.fields.pluck('submitter_uuid')) %>
+      <% unless @template.submitters.all? { |s| field_submitter_uuids.include?(s['uuid']) } %>
+        <div class="collapse collapse-arrow join-item border border-base-300">
+          <input type="checkbox" name="accordion">
+          <div class="collapse-title text-xl font-medium">
+            <%= t('view_documents_email') %>
+          </div>
+          <div class="collapse-content">
+            <%= render 'templates_preferences/submitter_view_invitation_email_form' %>
+          </div>
+        </div>
+      <% end %>
       <%= render 'templates_preferences/submitter_invitation_reminder_email_collapse' %>
       <div class="collapse collapse-arrow join-item border border-base-300">
         <input type="checkbox" name="accordion">

config/locales/i18n.yml

@@ -86,21 +86,26 @@ 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.
   you_have_been_invited_to_submit_the_name_form: 'You have been invited to submit the "%{name}" form.'
   you_have_been_invited_to_sign_the_name: 'You have been invited to sign the "%{name}".'
+  you_have_been_invited_to_view_the_name: 'You have been invited to view the "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: "Alternatively, you can review and download your copy using the link below:"
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Please check the copy of your "%{name}" in the email attachments.'
   awaiting_completion_by_the_other_party: "Awaiting completion by the other party"
   review_and_sign: Review and Sign
+  view_document: View Document
   review_and_submit: Review and Submit
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: "Please contact us by replying to this email if you have any questions."
   submitter_invitation_sms_body_sign: '{account.name} has invited you to sign a document: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} has invited you to view a document: {submitter.link}'
   verification_code_sms_body: 'Verification code: {code}'
   you_are_invited_to_submit_a_form: 'You are invited to submit a form'
   you_are_invited_to_sign_a_document: 'You are invited to sign a document'
+  you_are_invited_to_view_a_document: 'You are invited to view a document'
   you_are_invited_to_sign_documents: 'You are invited to sign documents'
   your_document_copy: 'Your document copy'
   name_has_been_completed_by_submitters: '"%{name}" has been completed by %{submitters}.'
@@ -114,6 +119,17 @@ en: &en
 
     Please contact us by replying to this email if you have any questions.
 
+    Thanks,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hi there,
+
+    You have been invited to view the "{template.name}".
+
+    [View Document]({submitter.link})
+
+    Please contact us by replying to this email if you have any questions.
+
     Thanks,
     {account.name}
   submitter_completed_email_body: |
@@ -306,6 +322,8 @@ en: &en
   invalid_timeserver: Invalid Timeserver
   email_templates: Email Templates
   signature_request_email: Signature request email
+  view_documents_email: View documents email
+  view_only: View only
   signature_request_reminder_email: Signature request reminder email
   signature_request_sms: Signature Request SMS
   verification_code_sms: Verification Code SMS
@@ -568,6 +586,7 @@ en: &en
   form_has_been_archived: Form has been archived.
   form_has_been_expired: Form has been expired.
   form_has_been_declined: Form has been declined.
+  form_is_view_only: Form is view only.
   file_is_missing: File is missing
   folder_name_has_been_updated: Folder name has been updated.
   unable_to_rename_folder: Unable to rename folder.
@@ -652,6 +671,10 @@ en: &en
   signers: Signers
   not_invited_yet:  Not invited yet
   not_completed_yet: Not completed yet
+  not_completed: Not completed
+  not_viewed_yet: Not viewed yet
+  not_viewed: Not viewed
+  viewed_on_time: 'Viewed on %{time}'
   declined_on_time: 'Declined on %{time}'
   expire_on_time: 'Expire on %{time}'
   sign_in_person: Sign In-person
@@ -876,6 +899,7 @@ en: &en
   mobile: Mobile
   tablet: Tablet
   reset_default: Reset default
+  smtp_settings_have_been_reset: SMTP settings have been reset.
   send_signature_request_email: Send signature request email
   last_3_months: Last 3 months
   last_6_months: Last 6 months
@@ -1142,6 +1166,7 @@ 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.
@@ -1149,15 +1174,19 @@ es: &es
   thanks: Gracias
   you_have_been_invited_to_submit_the_name_form: 'Has sido invitado/a a enviar el formulario "%{name}".'
   you_have_been_invited_to_sign_the_name: 'Has sido invitado/a a firmar el "%{name}".'
+  you_have_been_invited_to_view_the_name: 'Has sido invitado/a a ver el "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: "Alternativamente, puedes revisar y descargar tu copia usando el enlace a continuación:"
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Por favor, revisa la copia de tu "%{name}" en los archivos adjuntos del correo electrónico.'
   review_and_sign: Revisar y Firmar
+  view_document: Ver documento
   review_and_submit: Revisar y Enviar
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: "Por favor, contáctanos respondiendo a este correo si tienes alguna pregunta."
   submitter_invitation_sms_body_sign: '{account.name} te ha invitado a firmar un documento: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} te ha invitado a ver un documento: {submitter.link}'
   verification_code_sms_body: 'Código de verificación: {code}'
   you_are_invited_to_submit_a_form: 'Estás invitado/a a enviar un formulario'
   you_are_invited_to_sign_a_document: 'Estás invitado/a a firmar un documento'
+  you_are_invited_to_view_a_document: 'Estás invitado/a a ver un documento'
   you_are_invited_to_sign_documents: 'Estás invitado/a a firmar documentos'
   your_document_copy: 'Tu copia del documento'
   name_has_been_completed_by_submitters: '"%{name}" ha sido completado por %{submitters}.'
@@ -1171,6 +1200,17 @@ es: &es
 
     Por favor, contáctanos respondiendo a este correo si tienes alguna pregunta.
 
+    Gracias,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hola,
+
+    Has sido invitado/a a ver el "{template.name}".
+
+    [Ver documento]({submitter.link})
+
+    Por favor, contáctanos respondiendo a este correo si tienes alguna pregunta.
+
     Gracias,
     {account.name}
   submitter_completed_email_body: |
@@ -1362,6 +1402,8 @@ es: &es
   invalid_timeserver: Servidor de tiempo inválido
   email_templates: Plantillas de correo electrónico
   signature_request_email: Correo de solicitud de firma
+  view_documents_email: Correo de visualización de documentos
+  view_only: Solo lectura
   signature_request_reminder_email: Correo de recordatorio de solicitud de firma
   signature_request_sms: SMS de solicitud de firma
   verification_code_sms: SMS de código de verificación
@@ -1624,6 +1666,7 @@ es: &es
   form_has_been_archived: El formulario ha sido archivado.
   form_has_been_expired: El formulario ha expirado.
   form_has_been_declined: El formulario ha sido rechazado.
+  form_is_view_only: El formulario es de solo lectura.
   file_is_missing: Falta el archivo
   folder_name_has_been_updated: El nombre de la carpeta ha sido actualizado.
   unable_to_rename_folder: No se pudo renombrar la carpeta.
@@ -1708,6 +1751,10 @@ es: &es
   signers: Firmantes
   not_invited_yet: Aún no invitado
   not_completed_yet: Aún no completado
+  not_completed: No completado
+  not_viewed_yet: Aún no visto
+  not_viewed: No visto
+  viewed_on_time: 'Visto el %{time}'
   declined_on_time: 'Rechazado el %{time}'
   expire_on_time: 'Expira el %{time}'
   sign_in_person: Firma en persona
@@ -1929,6 +1976,7 @@ es: &es
   mobile: Móvil
   tablet: Tableta
   reset_default: Restablecer por defecto
+  smtp_settings_have_been_reset: La configuración SMTP ha sido restablecida.
   send_signature_request_email: Enviar correo de solicitud de firma
   last_3_months: Últimos 3 meses
   last_6_months: Últimos 6 meses
@@ -2195,6 +2243,7 @@ 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."
@@ -2202,15 +2251,19 @@ it: &it
   thanks: Grazie
   you_have_been_invited_to_submit_the_name_form: 'Sei stato invitato a inviare il modulo "%{name}".'
   you_have_been_invited_to_sign_the_name: 'Sei stato invitato a firmare il "%{name}".'
+  you_have_been_invited_to_view_the_name: 'Sei stato invitato a visualizzare il "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: "In alternativa, puoi rivedere e scaricare la tua copia utilizzando il link qui sotto:"
   please_check_the_copy_of_your_name_in_the_email_attachments: "Per favore, controlla la copia del tuo \"%{name}\" negli allegati dell'email."
   review_and_sign: Rivedi e Firma
+  view_document: Visualizza documento
   review_and_submit: Rivedi e Invia
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: "Per favore, contattaci rispondendo a questa email se hai domande."
   submitter_invitation_sms_body_sign: '{account.name} ti ha invitato a firmare un documento: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} ti ha invitato a visualizzare un documento: {submitter.link}'
   verification_code_sms_body: 'Codice di verifica: {code}'
   you_are_invited_to_submit_a_form: 'Sei stato invitato a inviare un modulo'
   you_are_invited_to_sign_a_document: 'Sei stato invitato a firmare un documento'
+  you_are_invited_to_view_a_document: 'Sei stato invitato a visualizzare un documento'
   you_are_invited_to_sign_documents: 'Sei stato invitato a firmare dei documenti'
   your_document_copy: 'La tua copia del documento'
   name_has_been_completed_by_submitters: '"%{name}" è stato completato da %{submitters}.'
@@ -2224,6 +2277,17 @@ it: &it
 
     Per favore, contattaci rispondendo a questa email se hai domande.
 
+    Grazie,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Ciao,
+
+    Sei stato invitato a visualizzare il "{template.name}".
+
+    [Visualizza documento]({submitter.link})
+
+    Per favore, contattaci rispondendo a questa email se hai domande.
+
     Grazie,
     {account.name}
   submitter_completed_email_body: |
@@ -2415,6 +2479,8 @@ it: &it
   invalid_timeserver: Server di timestamp non valido
   email_templates: Modelli email
   signature_request_email: Email di richiesta di firma
+  view_documents_email: Email di visualizzazione documenti
+  view_only: Sola lettura
   signature_request_reminder_email: Email di promemoria di richiesta di firma
   signature_request_sms: SMS di richiesta di firma
   verification_code_sms: SMS con codice di verifica
@@ -2677,6 +2743,7 @@ it: &it
   form_has_been_archived: Il modulo è stato archiviato.
   form_has_been_expired: Il modulo è scaduto.
   form_has_been_declined: Il modulo è stato rifiutato.
+  form_is_view_only: Il modulo è di sola lettura.
   file_is_missing: File mancante
   folder_name_has_been_updated: Il nome della cartella è stato aggiornato.
   unable_to_rename_folder: Impossibile rinominare la cartella.
@@ -2761,6 +2828,10 @@ it: &it
   signers: Firmatari
   not_invited_yet: Non ancora invitato
   not_completed_yet: Non ancora completato
+  not_completed: Non completato
+  not_viewed_yet: Non ancora visualizzato
+  not_viewed: Non visualizzato
+  viewed_on_time: 'Visualizzato il %{time}'
   declined_on_time: 'Rifiutato il %{time}'
   expire_on_time: 'Scade il %{time}'
   sign_in_person: Firma di persona
@@ -2982,6 +3053,7 @@ it: &it
   mobile: Mobile
   tablet: Tablet
   reset_default: Reimposta predefinito
+  smtp_settings_have_been_reset: Le impostazioni SMTP sono state ripristinate.
   send_signature_request_email: Invia email di richiesta firma
   last_3_months: Ultimi 3 mesi
   last_6_months: Ultimi 6 mesi
@@ -3248,6 +3320,7 @@ 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.
@@ -3255,15 +3328,19 @@ fr: &fr
   thanks: Merci
   you_have_been_invited_to_submit_the_name_form: Vous avez été invité à soumettre le formulaire "%{name}".
   you_have_been_invited_to_sign_the_name: Vous avez été invité à signer "%{name}".
+  you_have_been_invited_to_view_the_name: Vous avez été invité à consulter "%{name}".
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'Vous pouvez également consulter et télécharger votre exemplaire à l’aide du lien ci‑dessous :'
   please_check_the_copy_of_your_name_in_the_email_attachments: Veuillez vérifier la copie de votre "%{name}" dans les pièces jointes de l’e‑mail.
   review_and_sign: Examiner et signer
+  view_document: Consulter le document
   review_and_submit: Examiner et soumettre
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: Veuillez nous contacter en répondant à cet e‑mail si vous avez des questions.
   submitter_invitation_sms_body_sign: "{account.name} vous a invité à signer un document : {submitter.link}"
+  submitter_invitation_sms_body_view: "{account.name} vous a invité à consulter un document : {submitter.link}"
   verification_code_sms_body: 'Code de vérification : {code}'
   you_are_invited_to_submit_a_form: Vous êtes invité à soumettre un formulaire
   you_are_invited_to_sign_a_document: Vous êtes invité à signer un document
+  you_are_invited_to_view_a_document: Vous êtes invité à consulter un document
   you_are_invited_to_sign_documents: Vous êtes invité à signer des documents
   your_document_copy: Votre copie de document
   name_has_been_completed_by_submitters: '"%{name}" a été complété par %{submitters}.'
@@ -3277,6 +3354,17 @@ fr: &fr
 
     Veuillez nous contacter en répondant à cet e‑mail si vous avez des questions.
 
+    Merci,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Bonjour,
+
+    Vous avez été invité à consulter "{template.name}".
+
+    [Consulter le document]({submitter.link})
+
+    Veuillez nous contacter en répondant à cet e-mail si vous avez des questions.
+
     Merci,
     {account.name}
   submitter_completed_email_body: |
@@ -3468,6 +3556,8 @@ fr: &fr
   invalid_timeserver: Serveur d’horodatage invalide
   email_templates: Modèles d’e‑mail
   signature_request_email: E‑mail de demande de signature
+  view_documents_email: E-mail de consultation des documents
+  view_only: Lecture seule
   signature_request_reminder_email: E‑mail de rappel de demande de signature
   signature_request_sms: SMS de demande de signature
   verification_code_sms: SMS de code de vérification
@@ -3730,6 +3820,7 @@ fr: &fr
   form_has_been_archived: Le formulaire a été archivé.
   form_has_been_expired: Le formulaire a expiré.
   form_has_been_declined: Le formulaire a été refusé.
+  form_is_view_only: Le formulaire est en lecture seule.
   file_is_missing: Fichier manquant
   folder_name_has_been_updated: Le nom du dossier a été mis à jour.
   unable_to_rename_folder: Impossible de renommer le dossier.
@@ -3814,6 +3905,10 @@ fr: &fr
   signers: Signataires
   not_invited_yet: Pas encore invité
   not_completed_yet: Pas encore terminé
+  not_completed: Non terminé
+  not_viewed_yet: Pas encore consulté
+  not_viewed: Non consulté
+  viewed_on_time: Consulté le %{time}
   declined_on_time: Refusé le %{time}
   expire_on_time: Expire le %{time}
   sign_in_person: Signer en personne
@@ -4031,6 +4126,7 @@ fr: &fr
   mobile: Mobile
   tablet: Tablette
   reset_default: Réinitialiser par défaut
+  smtp_settings_have_been_reset: Les paramètres SMTP ont été réinitialisés.
   send_signature_request_email: Envoyer un e-mail de demande de signature
   last_month: Mois dernier
   last_3_months: 3 derniers mois
@@ -4298,6 +4394,7 @@ 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.
@@ -4305,15 +4402,19 @@ pt: &pt
   thanks: Obrigado
   you_have_been_invited_to_submit_the_name_form: 'Você foi convidado a submeter o formulário "%{name}".'
   you_have_been_invited_to_sign_the_name: 'Você foi convidado a assinar "%{name}".'
+  you_have_been_invited_to_view_the_name: 'Você foi convidado a visualizar "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'Você pode revisar e baixar sua cópia usando o link abaixo:'
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Por favor, verifique a cópia de "%{name}" nos anexos do e-mail.'
   review_and_sign: Revisar e assinar
+  view_document: Visualizar documento
   review_and_submit: Revisar e submeter
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: 'Por favor, entre em contato conosco respondendo a este e-mail se você tiver alguma dúvida.'
   submitter_invitation_sms_body_sign: '{account.name} convidou você para assinar um documento: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} convidou você para visualizar um documento: {submitter.link}'
   verification_code_sms_body: 'Código de verificação: {code}'
   you_are_invited_to_submit_a_form: Você foi convidado a submeter um formulário
   you_are_invited_to_sign_a_document: Você foi convidado a assinar um documento
+  you_are_invited_to_view_a_document: Você foi convidado a visualizar um documento
   you_are_invited_to_sign_documents: Você foi convidado a assinar documentos
   your_document_copy: Sua cópia do documento
   name_has_been_completed_by_submitters: '"%{name}" foi concluído por %{submitters}.'
@@ -4327,6 +4428,17 @@ pt: &pt
 
     Por favor, entre em contato conosco respondendo a este e-mail se você tiver alguma dúvida.
 
+    Obrigado,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Olá,
+
+    Você foi convidado a visualizar "{template.name}".
+
+    [Visualizar documento]({submitter.link})
+
+    Por favor, entre em contato conosco respondendo a este e-mail se você tiver alguma dúvida.
+
     Obrigado,
     {account.name}
   submitter_completed_email_body: |
@@ -4518,6 +4630,8 @@ pt: &pt
   invalid_timeserver: Servidor de carimbo de tempo inválido
   email_templates: Modelos de e-mail
   signature_request_email: E-mail de solicitação de assinatura
+  view_documents_email: E-mail de visualização de documentos
+  view_only: Somente leitura
   signature_request_reminder_email: E-mail de lembrete de solicitação de assinatura
   signature_request_sms: SMS de solicitação de assinatura
   verification_code_sms: SMS com código de verificação
@@ -4780,6 +4894,7 @@ pt: &pt
   form_has_been_archived: O formulário foi arquivado.
   form_has_been_expired: O formulário expirou.
   form_has_been_declined: O formulário foi recusado.
+  form_is_view_only: O formulário é somente leitura.
   file_is_missing: O arquivo está ausente
   folder_name_has_been_updated: O nome da pasta foi atualizado.
   unable_to_rename_folder: Não foi possível renomear a pasta.
@@ -4864,6 +4979,10 @@ pt: &pt
   signers: Signatários
   not_invited_yet: Ainda não convidado
   not_completed_yet: Ainda não concluído
+  not_completed: Não concluído
+  not_viewed_yet: Ainda não visualizado
+  not_viewed: Não visualizado
+  viewed_on_time: 'Visualizado em %{time}'
   declined_on_time: 'Recusado em %{time}'
   expire_on_time: 'Expira em %{time}'
   sign_in_person: Assinar pessoalmente
@@ -5085,6 +5204,7 @@ pt: &pt
   mobile: Celular
   tablet: Tablet
   reset_default: Redefinir para padrão
+  smtp_settings_have_been_reset: As configurações SMTP foram redefinidas.
   send_signature_request_email: Enviar e-mail de solicitação de assinatura
   last_3_months: Últimos 3 meses
   last_6_months: Últimos 6 meses
@@ -5351,21 +5471,26 @@ 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.
   you_have_been_invited_to_submit_the_name_form: 'Sie wurden eingeladen, das Formular "%{name}" einzureichen.'
   you_have_been_invited_to_sign_the_name: 'Sie wurden eingeladen, "%{name}" zu unterschreiben.'
+  you_have_been_invited_to_view_the_name: 'Sie wurden eingeladen, "%{name}" anzusehen.'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'Alternativ können Sie Ihre Kopie über den untenstehenden Link ansehen und herunterladen:'
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Bitte prüfen Sie die Kopie von "%{name}" im E-Mail-Anhang.'
   awaiting_completion_by_the_other_party: "Warten auf die Fertigstellung durch die andere Partei"
   review_and_sign: Prüfen und unterschreiben
+  view_document: Dokument ansehen
   review_and_submit: Prüfen und einreichen
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: 'Bitte kontaktieren Sie uns, indem Sie auf diese E-Mail antworten, falls Sie Fragen haben.'
   submitter_invitation_sms_body_sign: '{account.name} hat Sie eingeladen, ein Dokument zu unterschreiben: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} hat Sie eingeladen, ein Dokument anzusehen: {submitter.link}'
   verification_code_sms_body: 'Verifizierungscode: {code}'
   you_are_invited_to_submit_a_form: Sie sind eingeladen, ein Formular einzureichen
   you_are_invited_to_sign_a_document: Sie sind eingeladen, ein Dokument zu unterschreiben
+  you_are_invited_to_view_a_document: Sie sind eingeladen, ein Dokument anzusehen
   you_are_invited_to_sign_documents: Sie sind eingeladen, Dokumente zu unterschreiben
   your_document_copy: Ihre Dokumentkopie
   name_has_been_completed_by_submitters: '"%{name}" wurde von %{submitters} abgeschlossen.'
@@ -5379,6 +5504,17 @@ de: &de
 
     Bitte kontaktieren Sie uns, indem Sie auf diese E-Mail antworten, falls Sie Fragen haben.
 
+    Danke,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hallo,
+
+    Sie wurden eingeladen, "{template.name}" anzusehen.
+
+    [Dokument ansehen]({submitter.link})
+
+    Bitte kontaktieren Sie uns, indem Sie auf diese E-Mail antworten, falls Sie Fragen haben.
+
     Danke,
     {account.name}
   submitter_completed_email_body: |
@@ -5571,6 +5707,8 @@ de: &de
   invalid_timeserver: Ungültiger Zeitstempelserver
   email_templates: E-Mail-Vorlagen
   signature_request_email: E-Mail für Signaturanfrage
+  view_documents_email: E-Mail zur Dokumentenansicht
+  view_only: Nur Ansicht
   signature_request_reminder_email: E-Mail-Erinnerung für Signaturanfrage
   signature_request_sms: SMS für Signaturanfrage
   verification_code_sms: SMS mit Verifizierungscode
@@ -5833,6 +5971,7 @@ de: &de
   form_has_been_archived: Das Formular wurde archiviert.
   form_has_been_expired: Das Formular ist abgelaufen.
   form_has_been_declined: Das Formular wurde abgelehnt.
+  form_is_view_only: Das Formular ist schreibgeschützt.
   file_is_missing: Datei fehlt
   folder_name_has_been_updated: Der Ordnername wurde aktualisiert.
   unable_to_rename_folder: Der Ordner konnte nicht umbenannt werden.
@@ -5917,6 +6056,10 @@ de: &de
   signers: Unterzeichner
   not_invited_yet: Noch nicht eingeladen
   not_completed_yet: Noch nicht abgeschlossen
+  not_completed: Nicht abgeschlossen
+  not_viewed_yet: Noch nicht angesehen
+  not_viewed: Nicht angesehen
+  viewed_on_time: 'Angesehen am %{time}'
   declined_on_time: 'Abgelehnt am %{time}'
   expire_on_time: 'Läuft ab am %{time}'
   sign_in_person: Vor Ort unterschreiben
@@ -6138,6 +6281,7 @@ de: &de
   mobile: Mobil
   tablet: Tablet
   reset_default: Standard zurücksetzen
+  smtp_settings_have_been_reset: Die SMTP-Einstellungen wurden zurückgesetzt.
   send_signature_request_email: Signaturanfrage-E-Mail senden
   last_3_months: Letzte 3 Monate
   last_6_months: Letzte 6 Monate
@@ -6808,22 +6952,27 @@ 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
   : Onderteken documenten met een vertrouwd certificaat geleverd door DocuSeal. Uw documenten en gegevens worden nooit gedeeld met DocuSeal. PDF-checksum wordt verstrekt om een vertrouwde handtekening te genereren.
   you_have_been_invited_to_submit_the_name_form: U bent uitgenodigd om het formulier "%{name}" in te dienen.
   you_have_been_invited_to_sign_the_name: U bent uitgenodigd om "%{name}" te ondertekenen.
+  you_have_been_invited_to_view_the_name: U bent uitgenodigd om "%{name}" te bekijken.
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'U kunt uw exemplaar ook bekijken en downloaden via de onderstaande link:'
   please_check_the_copy_of_your_name_in_the_email_attachments: Controleer de kopie van uw "%{name}" in de e-mailbijlagen.
   awaiting_completion_by_the_other_party: In afwachting van voltooiing door de andere partij
   review_and_sign: Bekijken en ondertekenen
+  view_document: Document bekijken
   review_and_submit: Bekijken en indienen
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: Neem contact met ons op door op deze e-mail te antwoorden als u vragen heeft.
   submitter_invitation_sms_body_sign: "{account.name} heeft u uitgenodigd om een document te ondertekenen: {submitter.link}"
+  submitter_invitation_sms_body_view: "{account.name} heeft u uitgenodigd om een document te bekijken: {submitter.link}"
   verification_code_sms_body: 'Verificatiecode: {code}'
   you_are_invited_to_submit_a_form: U bent uitgenodigd om een formulier in te dienen
   you_are_invited_to_sign_a_document: U bent uitgenodigd om een document te ondertekenen
+  you_are_invited_to_view_a_document: U bent uitgenodigd om een document te bekijken
   you_are_invited_to_sign_documents: U bent uitgenodigd om documenten te ondertekenen
   your_document_copy: Uw documentkopie
   name_has_been_completed_by_submitters: '"%{name}" is voltooid door %{submitters}.'
@@ -6837,6 +6986,17 @@ nl: &nl
 
     Neem contact met ons op door op deze e-mail te antwoorden als u vragen heeft.
 
+    Bedankt,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hallo,
+
+    U bent uitgenodigd om "{template.name}" te bekijken.
+
+    [Document bekijken]({submitter.link})
+
+    Neem contact met ons op door op deze e-mail te antwoorden als u vragen heeft.
+
     Bedankt,
     {account.name}
   submitter_completed_email_body: |
@@ -7029,6 +7189,8 @@ nl: &nl
   invalid_timeserver: Ongeldige tijdserver
   email_templates: E-mailsjablonen
   signature_request_email: E-mail voor handtekeningverzoek
+  view_documents_email: E-mail voor documentweergave
+  view_only: Alleen bekijken
   signature_request_reminder_email: E-mailherinnering voor handtekeningverzoek
   signature_request_sms: SMS voor handtekeningverzoek
   verification_code_sms: Verificatiecode-SMS
@@ -7291,6 +7453,7 @@ nl: &nl
   form_has_been_archived: Formulier is gearchiveerd.
   form_has_been_expired: Formulier is verlopen.
   form_has_been_declined: Formulier is geweigerd.
+  form_is_view_only: Formulier is alleen-lezen.
   file_is_missing: Bestand ontbreekt
   folder_name_has_been_updated: Mapnaam is bijgewerkt.
   unable_to_rename_folder: Kan map niet hernoemen.
@@ -7375,6 +7538,10 @@ nl: &nl
   signers: Ondertekenaars
   not_invited_yet: Nog niet uitgenodigd
   not_completed_yet: Nog niet voltooid
+  not_completed: Niet voltooid
+  not_viewed_yet: Nog niet bekeken
+  not_viewed: Niet bekeken
+  viewed_on_time: Bekeken op %{time}
   declined_on_time: Geweigerd op %{time}
   expire_on_time: Verloopt op %{time}
   sign_in_person: In persoon ondertekenen
@@ -7592,6 +7759,7 @@ nl: &nl
   mobile: Mobiel
   tablet: Tablet
   reset_default: Standaard herstellen
+  smtp_settings_have_been_reset: De SMTP-instellingen zijn hersteld.
   send_signature_request_email: E-mail met handtekeningaanvraag verzenden
   last_3_months: Afgelopen 3 maanden
   last_6_months: Afgelopen 6 maanden

config/routes.rb

@@ -29,7 +29,7 @@ Rails.application.routes.draw do
     resources :submitter_email_clicks, only: %i[create]
     resources :submitter_form_views, only: %i[create]
     resources :submitters, only: %i[index show update]
-    resources :submissions, only: %i[index show create destroy] do
+    resources :submissions, only: %i[index show create update destroy] do
       resources :documents, only: %i[index], controller: 'submission_documents'
       collection do
         resources :init, only: %i[create], controller: 'submissions'
@@ -189,7 +189,7 @@ Rails.application.routes.draw do
       resources :api, only: %i[index create], controller: 'api_settings'
       resource :reveal_access_token, only: %i[show create], controller: 'reveal_access_token'
     end
-    resources :email, only: %i[index create], controller: 'email_smtp_settings'
+    resources :email, only: %i[index create destroy], controller: 'email_smtp_settings'
     resources :sso, only: %i[index], controller: 'sso_settings'
     resources :notifications, only: %i[index create], controller: 'notifications_settings'
     resource :esign, only: %i[show create new update destroy], controller: 'esign_settings'

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/migrate/20260707055354_add_submission_created_at_index.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddSubmissionCreatedAtIndex < ActiveRecord::Migration[8.1]
+  def change
+    add_index :submissions, :created_at, 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_06_27_083558) do
+ActiveRecord::Schema[8.1].define(version: 2026_07_07_055354) 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_06_27_083558) 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_06_27_083558) 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"
@@ -364,9 +374,12 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_27_083558) 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_at"], name: "index_submissions_on_created_at"
     t.index ["created_by_user_id"], name: "index_submissions_on_created_by_user_id"
     t.index ["slug"], name: "index_submissions_on_slug", unique: true
     t.index ["template_id"], name: "index_submissions_on_template_id"
@@ -579,6 +592,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_27_083558) 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,

docs/embedding/form-builder-javascript.md

@@ -119,6 +119,7 @@
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -251,6 +252,7 @@
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -339,9 +341,16 @@
       "payment",
       "phone",
       "verification",
+      "kba",
       "strikethrough"
     ]
   },
+  "data-date-formats": {
+    "type": "string",
+    "required": false,
+    "description": "Comma separated 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"
+  },
   "data-draw-field-type": {
     "type": "string",
     "required": false,
@@ -403,13 +412,19 @@
     "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."
+  },
+  "data-with-dynamic-documents": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set `true` to allow converting DOCX files to editable dynamic documents."
   },
   "data-with-fields-list": {
     "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."
   },
   "data-with-fields-detection": {
     "type": "boolean",
@@ -417,6 +432,12 @@
     "default": false,
     "description": "Display a button to automatically detect and add fields to the document with AI."
   },
+  "data-with-custom-fields-tab": {
+    "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 `data-fields` or `data-required-fields` attribute."
+  },
   "data-with-field-placeholder": {
     "type": "boolean",
     "required": false,
@@ -428,6 +449,12 @@
     "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."
   },
+  "data-with-revisions": {
+    "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."
+  },
   "data-preview": {
     "type": "boolean",
     "required": false,

docs/embedding/form-builder-react.md

@@ -143,9 +143,16 @@ 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,
@@ -187,6 +194,7 @@ const token = jwt.sign({
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -315,6 +323,7 @@ const token = jwt.sign({
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -430,13 +439,19 @@ 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",
@@ -444,6 +459,12 @@ 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,
@@ -455,6 +476,12 @@ 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,

docs/embedding/form-builder-vue.md

@@ -164,9 +164,16 @@ const token = jwt.sign({
       "payment",
       "phone",
       "verification",
+      "kba",
       "strikethrough"
     ]
   },
+  "date-formats": {
+    "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\"]"
+  },
   "draw-field-type": {
     "type": "string",
     "required": false,
@@ -208,6 +215,7 @@ const token = jwt.sign({
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -336,6 +344,7 @@ const token = jwt.sign({
             "payment",
             "phone",
             "verification",
+            "kba",
             "strikethrough"
           ]
         },
@@ -445,13 +454,19 @@ 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."
+  },
+  "with-dynamic-documents": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set `true` to allow converting DOCX files to editable dynamic documents."
   },
   "with-fields-list": {
     "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."
   },
   "with-fields-detection": {
     "type": "boolean",
@@ -459,6 +474,12 @@ const token = jwt.sign({
     "default": false,
     "description": "Display a button to automatically detect and add fields to the document with AI."
   },
+  "with-custom-fields-tab": {
+    "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 `:required-fields` prop."
+  },
   "with-field-placeholder": {
     "type": "boolean",
     "required": false,
@@ -470,6 +491,12 @@ 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."
   },
+  "with-revisions": {
+    "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."
+  },
   "autosave": {
     "type": "boolean",
     "required": false,

docs/embedding/signing-form-angular.md

@@ -51,7 +51,7 @@ export class AppComponent {}
   "token": {
     "type": "string",
     "doc_type": "object",
-    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend.</b>.",
+    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend</b>.",
     "required": false,
     "properties": {
       "slug": {
@@ -109,7 +109,7 @@ export class AppComponent {}
   "language": {
     "type": "string",
     "required": false,
-    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. Be default the form is displayed in the user browser language automatically."
+    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. By default the form is displayed in the user browser language automatically."
   },
   "i18n": {
     "type": "object",
@@ -127,7 +127,7 @@ export class AppComponent {}
     "type": "boolean",
     "required": false,
     "default": true,
-    "description": "Set `false` to hide field name. Hidding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
+    "description": "Set `false` to hide field name. Hiding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
   },
   "withFieldPlaceholder": {
     "type": "boolean",
@@ -232,6 +232,12 @@ export class AppComponent {}
     "default": false,
     "description": "Set `true` to display the complete button in the form header."
   },
+  "onlyRequiredFields": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set to `true` to display only required fields in the step-by-step form, hiding all optional fields."
+  },
   "allowToResubmit": {
     "type": "boolean",
     "required": false,
@@ -241,7 +247,7 @@ export class AppComponent {}
   "signature": {
     "type": "string",
     "required": false,
-    "description": "Allows pre-filling signature fields. The value can be a base64 encoded image string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
+    "description": "Allows pre-filling signature fields. The value can be a base64 encoded data:image/ string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
   },
   "rememberSignature": {
     "type": "boolean",
@@ -311,7 +317,7 @@ export class AppComponent {}
   "onComplete": {
     "type": "event emitter",
     "required": false,
-    "description": "Event emitted the form completion.",
+    "description": "Event emitted on form completion.",
     "example": "handleComplete($event)"
   },
   "onDecline": {

docs/embedding/signing-form-javascript.md

@@ -47,7 +47,7 @@
   "data-token": {
     "type": "string",
     "doc_type": "object",
-    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend.</b>.",
+    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend</b>.",
     "required": false,
     "properties": {
       "slug": {
@@ -105,7 +105,7 @@
   "data-language": {
     "type": "string",
     "required": false,
-    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. Be default the form is displayed in the user browser language automatically."
+    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. By default the form is displayed in the user browser language automatically."
   },
   "data-i18n": {
     "type": "string",
@@ -153,7 +153,7 @@
     "type": "boolean",
     "required": false,
     "default": true,
-    "description": "Set `false` to hide field name. Hidding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
+    "description": "Set `false` to hide field name. Hiding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
   },
   "data-with-field-placeholder": {
     "type": "boolean",
@@ -179,6 +179,12 @@
     "default": false,
     "description": "Set `true` to display the complete button in the form header."
   },
+  "data-only-required-fields": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set to `true` to display only required fields in the step-by-step form, hiding all optional fields."
+  },
   "data-allow-to-resubmit": {
     "type": "boolean",
     "required": false,
@@ -194,7 +200,7 @@
   "data-signature": {
     "type": "string",
     "required": false,
-    "description": "Allows pre-filling signature fields. The value can be a base64 encoded image string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
+    "description": "Allows pre-filling signature fields. The value can be a base64 encoded data:image/ string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
   },
   "data-remember-signature": {
     "type": "boolean",

docs/embedding/signing-form-react.md

@@ -48,7 +48,7 @@ export function App() {
   "token": {
     "type": "string",
     "doc_type": "object",
-    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend.</b>.",
+    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend</b>.",
     "required": false,
     "properties": {
       "slug": {
@@ -106,7 +106,7 @@ export function App() {
   "language": {
     "type": "string",
     "required": false,
-    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. Be default the form is displayed in the user browser language automatically."
+    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. By default the form is displayed in the user browser language automatically."
   },
   "i18n": {
     "type": "object",
@@ -124,7 +124,7 @@ export function App() {
     "type": "boolean",
     "required": false,
     "default": true,
-    "description": "Set `false` to hide field name. Hidding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
+    "description": "Set `false` to hide field name. Hiding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
   },
   "withFieldPlaceholder": {
     "type": "boolean",
@@ -229,6 +229,12 @@ export function App() {
     "default": false,
     "description": "Set `true` to display the complete button in the form header."
   },
+  "onlyRequiredFields": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set to `true` to display only required fields in the step-by-step form, hiding all optional fields."
+  },
   "allowToResubmit": {
     "type": "boolean",
     "required": false,
@@ -244,7 +250,7 @@ export function App() {
   "signature": {
     "type": "string",
     "required": false,
-    "description": "Allows pre-filling signature fields. The value can be a base64 encoded image string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
+    "description": "Allows pre-filling signature fields. The value can be a base64 encoded data:image/ string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
   },
   "rememberSignature": {
     "type": "boolean",

docs/embedding/signing-form-vue.md

@@ -57,7 +57,7 @@ export default {
   "token": {
     "type": "string",
     "doc_type": "object",
-    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend.</b>.",
+    "description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <b>JWT can be generated only on the backend</b>.",
     "required": false,
     "properties": {
       "slug": {
@@ -115,7 +115,7 @@ export default {
   "language": {
     "type": "string",
     "required": false,
-    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. Be default the form is displayed in the user browser language automatically."
+    "description": "UI language: en, es, it, de, fr, nl, pl, uk, cs, pt, he, ar, kr, ja languages are available. By default the form is displayed in the user browser language automatically."
   },
   "i18n": {
     "type": "object",
@@ -145,7 +145,7 @@ export default {
     "type": "boolean",
     "required": false,
     "default": true,
-    "description": "Set `false` to hide field name. Hidding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
+    "description": "Set `false` to hide field name. Hiding field names can be useful for when they are not in the human readable format. Field names are displayed by default."
   },
   "with-field-placeholder": {
     "type": "boolean",
@@ -195,6 +195,12 @@ export default {
     "default": false,
     "description": "Set `true` to display the complete button in the form header."
   },
+  "only-required-fields": {
+    "type": "boolean",
+    "required": false,
+    "default": false,
+    "description": "Set to `true` to display only required fields in the step-by-step form, hiding all optional fields."
+  },
   "allow-to-resubmit": {
     "type": "boolean",
     "required": false,
@@ -204,7 +210,7 @@ export default {
   "signature": {
     "type": "string",
     "required": false,
-    "description": "Allows pre-filling signature fields. The value can be a base64 encoded image string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
+    "description": "Allows pre-filling signature fields. The value can be a base64 encoded data:image/ string, a public URL to an image, or plain text that will be rendered as a typed signature using a standard font."
   },
   "remember-signature": {
     "type": "boolean",

docs/webhooks/form-webhook.md

@@ -1,6 +1,6 @@
 # Form Webhook
 
-During the form filling and signing process, 3 types of events may occur and are dispatched at different stages:
+During the form filling and signing process, 4 types of events may occur and are dispatched at different stages:
 
 - **'form.viewed'** event is triggered when the submitter first opens the form.
 - **'form.started'** event is triggered when the submitter initiates filling out the form.
@@ -19,13 +19,16 @@ During the form filling and signing process, 3 types of events may occur and are
     "enum": [
       "form.viewed",
       "form.started",
-      "form.completed"
+      "form.completed",
+      "form.declined"
     ]
   },
   "timestamp": {
     "type": "string",
     "description": "The event timestamp.",
-    "example": "2023-09-24T11:20:42Z",
+    "examples": [
+      "2023-09-24T11:20:42Z"
+    ],
     "format": "date-time"
   },
   "data": {
@@ -36,20 +39,20 @@ During the form filling and signing process, 3 types of events may occur and are
         "type": "number",
         "description": "The submitter's unique identifier."
       },
-      "submission_id": {
-        "type": "number",
-        "description": "The unique submission identifier."
-      },
       "email": {
         "type": "string",
         "description": "The submitter's email address",
         "format": "email",
-        "example": "john.doe@example.com"
+        "examples": [
+          "john.doe@example.com"
+        ]
       },
       "ua": {
         "type": "string",
         "description": "The user agent string that provides information about the submitter's web browser.",
-        "example": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/116.0.0.0 Safari/537.36"
+        "examples": [
+          "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/116.0.0.0 Safari/537.36"
+        ]
       },
       "ip": {
         "type": "string",
@@ -62,27 +65,28 @@ During the form filling and signing process, 3 types of events may occur and are
       "phone": {
         "type": "string",
         "description": "The submitter's phone number, formatted according to the E.164 standard.",
-        "example": "+1234567890"
+        "examples": [
+          "+1234567890"
+        ]
       },
       "role": {
         "type": "string",
         "description": "The submitter's role name or title.",
-        "example": "First Party"
+        "examples": [
+          "First Party"
+        ]
       },
       "external_id": {
         "type": "string",
         "description": "Your application-specific unique string key to identify submitter within your app."
       },
-      "application_key": {
-        "type": "string",
-        "description": "Your application-specific unique string key to identify submitter within your app. Backward compatibility with the previous version of the API. Use external_id instead."
-      },
       "decline_reason": {
         "type": "string",
         "description": "Submitter provided decline message."
       },
       "sent_at": {
         "type": "string",
+        "description": "The date and time when the signing request was sent to the submitter.",
         "format": "date-time"
       },
       "status": {
@@ -98,22 +102,27 @@ During the form filling and signing process, 3 types of events may occur and are
       },
       "opened_at": {
         "type": "string",
+        "description": "The date and time when the submitter opened the signing form.",
         "format": "date-time"
       },
       "completed_at": {
         "type": "string",
+        "description": "The date and time when the submitter completed the signing form.",
         "format": "date-time"
       },
       "declined_at": {
         "type": "string",
+        "description": "The date and time when the submitter declined the signing form.",
         "format": "date-time"
       },
       "created_at": {
         "type": "string",
+        "description": "The date and time when the submitter was created.",
         "format": "date-time"
       },
       "updated_at": {
         "type": "string",
+        "description": "The date and time when the submitter was last updated.",
         "format": "date-time"
       },
       "submission": {
@@ -189,6 +198,7 @@ During the form filling and signing process, 3 types of events may occur and are
       },
       "preferences": {
         "type": "object",
+        "description": "Submitter preferences for notifications.",
         "properties": {
           "send_email": {
             "type": "boolean",
@@ -210,7 +220,7 @@ During the form filling and signing process, 3 types of events may occur and are
               "type": "string",
               "description": "The field name."
             },
-            "values": {
+            "value": {
               "type": "string",
               "description": "The field value."
             }
@@ -231,6 +241,7 @@ During the form filling and signing process, 3 types of events may occur and are
       },
       "documents": {
         "type": "array",
+        "description": "List of completed documents signed by the submitter.",
         "items": {
           "type": "object",
           "properties": {

docs/webhooks/submission-webhook.md

@@ -16,13 +16,17 @@ Get submission creation, completion, expiration, and archiving notifications usi
     "description": "The event type.",
     "enum": [
       "submission.created",
+      "submission.completed",
+      "submission.expired",
       "submission.archived"
     ]
   },
   "timestamp": {
     "type": "string",
     "description": "The event timestamp.",
-    "example": "2023-09-24T11:20:42Z",
+    "examples": [
+      "2023-09-24T11:20:42Z"
+    ],
     "format": "date-time"
   },
   "data": {
@@ -33,8 +37,26 @@ Get submission creation, completion, expiration, and archiving notifications usi
         "type": "number",
         "description": "The submission's unique identifier."
       },
-      "archived_at": {
+      "name": {
         "type": "string",
+        "description": "Name of the document submission."
+      },
+      "slug": {
+        "type": "string",
+        "description": "Unique slug of the submission."
+      },
+      "expire_at": {
+        "type": [
+          "string",
+          "null"
+        ],
+        "description": "The date and time when the submission will expire."
+      },
+      "archived_at": {
+        "type": [
+          "string",
+          "null"
+        ],
         "description": "The submission archive date."
       },
       "created_at": {
@@ -65,9 +87,19 @@ Get submission creation, completion, expiration, and archiving notifications usi
         ]
       },
       "audit_log_url": {
-        "type": "string",
+        "type": [
+          "string",
+          "null"
+        ],
         "description": "Audit log file URL."
       },
+      "combined_document_url": {
+        "type": [
+          "string",
+          "null"
+        ],
+        "description": "Combined PDF file URL with documents and Audit Log."
+      },
       "submitters": {
         "type": "array",
         "description": "The list of submitters for the submission.",
@@ -90,26 +122,40 @@ Get submission creation, completion, expiration, and archiving notifications usi
               "type": "string",
               "description": "The email address of the submitter.",
               "format": "email",
-              "example": "john.doe@example.com"
+              "examples": [
+                "john.doe@example.com"
+              ]
             },
             "slug": {
               "type": "string",
               "description": "The unique slug of the document template."
             },
             "sent_at": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "The date and time when the signing request was sent to the submitter."
             },
             "opened_at": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "The date and time when the submitter opened the signing form."
             },
             "completed_at": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "The date and time when the submitter completed the signing form."
             },
             "declined_at": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "The date and time when the submitter declined the signing form."
             },
             "created_at": {
@@ -121,27 +167,42 @@ Get submission creation, completion, expiration, and archiving notifications usi
               "description": "The date and time when the submitter was last updated."
             },
             "name": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "The name of the submitter."
             },
             "phone": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "The phone number of the submitter, formatted according to the E.164 standard.",
-              "example": "+1234567890"
+              "examples": [
+                "+1234567890"
+              ]
             },
             "role": {
               "type": "string",
               "description": "The role name or title of the submitter.",
-              "example": "First Party"
+              "examples": [
+                "First Party"
+              ]
             },
             "external_id": {
-              "type": "string",
+              "type": [
+                "string",
+                "null"
+              ],
               "description": "Your application-specific unique string key to identify this submitter within your app."
             },
             "metadata": {
               "type": "object",
               "description": "Metadata object with additional submitter information.",
-              "example": "{ 'customField': 'value' }"
+              "examples": [
+                "{ 'customField': 'value' }"
+              ]
             },
             "status": {
               "type": "string",
@@ -154,10 +215,6 @@ Get submission creation, completion, expiration, and archiving notifications usi
                 "awaiting"
               ]
             },
-            "application_key": {
-              "type": "string",
-              "description": "Your application-specific unique string key to identify this submitter within your app."
-            },
             "values": {
               "type": "object",
               "description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
@@ -222,6 +279,7 @@ Get submission creation, completion, expiration, and archiving notifications usi
       },
       "created_by_user": {
         "type": "object",
+        "description": "User who created the submission.",
         "properties": {
           "id": {
             "type": "integer",
@@ -243,6 +301,7 @@ Get submission creation, completion, expiration, and archiving notifications usi
       },
       "submission_events": {
         "type": "array",
+        "description": "List of submission events.",
         "items": {
           "type": "object",
           "properties": {

docs/webhooks/template-webhook.md

@@ -3,7 +3,8 @@
 Get template creation and update notifications using these events:
 
 - **'template.created'** is triggered when the template is created.
-- **'tempate.updated'** is triggered when the template is updated.
+- **'template.updated'** is triggered when the template is updated.
+- **'template.archived'** is triggered when the template is archived.
 
 
 
@@ -14,13 +15,16 @@ Get template creation and update notifications using these events:
     "description": "The event type.",
     "enum": [
       "template.created",
-      "template.updated"
+      "template.updated",
+      "template.archived"
     ]
   },
   "timestamp": {
     "type": "string",
     "description": "The event timestamp.",
-    "example": "2023-09-24T11:20:42Z",
+    "examples": [
+      "2023-09-24T11:20:42Z"
+    ],
     "format": "date-time"
   },
   "data": {
@@ -74,6 +78,31 @@ Get template creation and update notifications using these events:
               "type": "string",
               "description": "The field name."
             },
+            "type": {
+              "type": "string",
+              "description": "The field type.",
+              "enum": [
+                "heading",
+                "text",
+                "signature",
+                "initials",
+                "date",
+                "number",
+                "image",
+                "checkbox",
+                "multiple",
+                "file",
+                "radio",
+                "select",
+                "cells",
+                "stamp",
+                "payment",
+                "phone",
+                "verification",
+                "kba",
+                "strikethrough"
+              ]
+            },
             "required": {
               "type": "boolean",
               "description": "The flag indicating whether the field is required."
@@ -120,6 +149,7 @@ Get template creation and update notifications using these events:
       },
       "submitters": {
         "type": "array",
+        "description": "List of submitter roles defined in the template.",
         "items": {
           "type": "object",
           "properties": {
@@ -138,12 +168,11 @@ Get template creation and update notifications using these events:
         "type": "integer",
         "description": "Unique identifier of the author of the template."
       },
-      "account_id": {
-        "type": "integer",
-        "description": "Unique identifier of the account of the template."
-      },
       "archived_at": {
-        "type": "string",
+        "type": [
+          "string",
+          "null"
+        ],
         "description": "Date and time when the template was archived."
       },
       "created_at": {
@@ -164,7 +193,10 @@ Get template creation and update notifications using these events:
         ]
       },
       "external_id": {
-        "type": "string",
+        "type": [
+          "string",
+          "null"
+        ],
         "description": "Identifier of the template in the external system."
       },
       "folder_id": {
@@ -175,12 +207,17 @@ Get template creation and update notifications using these events:
         "type": "string",
         "description": "Folder name where the template is placed."
       },
-      "application_key": {
-        "type": "string",
-        "description": "Your application-specific unique string key to identify tempate_id within your app."
+      "preferences": {
+        "type": "object",
+        "description": "Template preferences object."
+      },
+      "shared_link": {
+        "type": "boolean",
+        "description": "Flag indicating whether the shared link is enabled for the template."
       },
       "author": {
         "type": "object",
+        "description": "Author of the template.",
         "properties": {
           "id": {
             "type": "integer",