From d7a6e80bb1d27475caed22f8bb33584416ee63a1 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Tue, 11 Nov 2025 11:11:07 +0200
Subject: [PATCH 01/20] html escape font signature

---
 lib/submitters/generate_font_image.rb | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/lib/submitters/generate_font_image.rb b/lib/submitters/generate_font_image.rb
index b64580fc..b70d7450 100644
--- a/lib/submitters/generate_font_image.rb
+++ b/lib/submitters/generate_font_image.rb
@@ -20,6 +20,8 @@ module Submitters
     def call(text, font: nil)
       font = FONT_ALIASES[font] || font
 
+      text = ERB::Util.html_escape(text)
+
       text_image = Vips::Image.text(text, font:, fontfile: FONTS[font],
                                           width: WIDTH, height: HEIGHT, wrap: :none)
 

From 4c1c70ff04cd7d18e4797ef62ea63ac910d2c04a Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Tue, 11 Nov 2025 11:55:39 +0200
Subject: [PATCH 02/20] fix audit generation

---
 lib/submissions/generate_audit_trail.rb | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/lib/submissions/generate_audit_trail.rb b/lib/submissions/generate_audit_trail.rb
index b6505695..2619c949 100644
--- a/lib/submissions/generate_audit_trail.rb
+++ b/lib/submissions/generate_audit_trail.rb
@@ -23,6 +23,8 @@ module Submissions
     RTL_REGEXP = TextUtils::RTL_REGEXP
     MAX_IMAGE_HEIGHT = 100
 
+    CHECKSUM_LIMIT = 30
+
     US_TIMEZONES = TimeUtils::US_TIMEZONES
 
     module_function
@@ -216,7 +218,7 @@ module Submissions
           composer.document.layout.formatted_text_box(
             [
               { text: "#{I18n.t('original_sha256')}:\n", font: [FONT_NAME, { variant: :bold }] },
-              original_documents.map { |d| d.metadata['sha256'] || d.checksum }.join("\n"),
+              original_documents.map { |d| d.metadata['sha256'] || d.checksum }.first(CHECKSUM_LIMIT).join("\n"),
               "\n",
               { text: "#{I18n.t('result_sha256')}:\n", font: [FONT_NAME, { variant: :bold }] },
               document.metadata['sha256'] || document.checksum,

From ab8c41a520011fc746a4b5fb52f1ad6b5b098dba Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Tue, 11 Nov 2025 13:42:01 +0200
Subject: [PATCH 03/20] add signature reasons param

---
 .../submission_form/signature_step.vue        | 57 ++++++++++++-------
 1 file changed, 37 insertions(+), 20 deletions(-)

diff --git a/app/javascript/submission_form/signature_step.vue b/app/javascript/submission_form/signature_step.vue
index 519b77fe..cf870735 100644
--- a/app/javascript/submission_form/signature_step.vue
+++ b/app/javascript/submission_form/signature_step.vue
@@ -211,7 +211,7 @@
       @input="updateWrittenSignature"
     >
     <select
-      v-if="requireSigningReason && !isOtherReason"
+      v-if="withSigningReason && !isOtherReason"
       class="select base-input !text-2xl w-full mt-6 text-center"
       :class="{ 'text-gray-300': !reason }"
       required
@@ -226,24 +226,37 @@
       >
         {{ t('select_a_reason') }}
       </option>
-      <option
-        v-for="(label, option) in defaultReasons"
-        :key="option"
-        :value="option"
-        :selected="reason === option"
-        class="text-base-content"
-      >
-        {{ label }}
-      </option>
-      <option
-        value="other"
-        class="text-base-content"
-      >
-        {{ t('other') }}
-      </option>
+      <template v-if="field.preferences?.reasons">
+        <option
+          v-for="option in field.preferences.reasons"
+          :key="option"
+          :value="option"
+          :selected="reason === option"
+          class="text-base-content"
+        >
+          {{ option }}
+        </option>
+      </template>
+      <template v-else>
+        <option
+          v-for="(label, option) in defaultReasons"
+          :key="option"
+          :value="option"
+          :selected="reason === option"
+          class="text-base-content"
+        >
+          {{ label }}
+        </option>
+        <option
+          value="other"
+          class="text-base-content"
+        >
+          {{ t('other') }}
+        </option>
+      </template>
     </select>
     <input
-      v-if="requireSigningReason && isOtherReason"
+      v-if="withSigningReason && isOtherReason"
       class="base-input !text-2xl w-full mt-6"
       required
       :name="`values[${field.preferences.reason_field_uuid}]`"
@@ -253,7 +266,7 @@
       @input="$emit('update:reason', $event.target.value)"
     >
     <input
-      v-if="requireSigningReason"
+      v-if="withSigningReason"
       hidden
       name="with_reason"
       :value="field.preferences.reason_field_uuid"
@@ -406,6 +419,9 @@ export default {
     format () {
       return this.field.preferences?.format
     },
+    withSigningReason () {
+      return this.requireSigningReason || this.field.preferences?.reasons?.length
+    },
     defaultReasons () {
       return {
         [this.t('approved_by')]: this.t('approved'),
@@ -424,10 +440,11 @@ export default {
   created () {
     this.isSignatureStarted = !!this.computedPreviousValue
 
-    if (this.requireSigningReason) {
+    if (this.withSigningReason) {
       this.field.preferences ||= {}
       this.field.preferences.reason_field_uuid ||= v4()
-      this.isOtherReason = this.reason && !this.defaultReasons[this.reason]
+      this.isOtherReason = this.reason && !this.defaultReasons[this.reason] &&
+        (!this.field.preferences?.reasons?.length || !this.field.preferences.reasons.includes(this.reason))
     }
   },
   async mounted () {

From 7ec3282b56afee5029b67be78e38e9700bbaa654 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Tue, 11 Nov 2025 17:34:50 +0200
Subject: [PATCH 04/20] i18n

---
 app/javascript/template_builder/fields.vue | 6 +++---
 app/javascript/template_builder/i18n.js    | 6 ++++++
 2 files changed, 9 insertions(+), 3 deletions(-)

diff --git a/app/javascript/template_builder/fields.vue b/app/javascript/template_builder/fields.vue
index 2c8b10c8..822ecc0b 100644
--- a/app/javascript/template_builder/fields.vue
+++ b/app/javascript/template_builder/fields.vue
@@ -236,7 +236,7 @@
         </span>
       </template>
       <template v-else>
-        <IconListSearch width="22" />
+        <IconSparkles width="22" />
         <span
           class="hidden md:inline"
         >
@@ -268,7 +268,7 @@
 import Field from './field'
 import FieldType from './field_type'
 import FieldSubmitter from './field_submitter'
-import { IconLock, IconCirclePlus, IconInnerShadowTop, IconListSearch } from '@tabler/icons-vue'
+import { IconLock, IconCirclePlus, IconInnerShadowTop, IconSparkles } from '@tabler/icons-vue'
 import IconDrag from './icon_drag'
 
 export default {
@@ -277,7 +277,7 @@ export default {
     Field,
     FieldType,
     IconCirclePlus,
-    IconListSearch,
+    IconSparkles,
     IconInnerShadowTop,
     FieldSubmitter,
     IconDrag,
diff --git a/app/javascript/template_builder/i18n.js b/app/javascript/template_builder/i18n.js
index 284989e4..ef97059d 100644
--- a/app/javascript/template_builder/i18n.js
+++ b/app/javascript/template_builder/i18n.js
@@ -188,6 +188,7 @@ const en = {
 }
 
 const es = {
+  autodetect_fields: 'Autodetectar campos',
   analyzing_: 'Analizando...',
   download: 'Descargar',
   downloading_: 'Descargando...',
@@ -376,6 +377,7 @@ const es = {
 }
 
 const it = {
+  autodetect_fields: 'Rileva campi',
   analyzing_: 'Analisi...',
   download: 'Scarica',
   downloading_: 'Download in corso...',
@@ -564,6 +566,7 @@ const it = {
 }
 
 const pt = {
+  autodetect_fields: 'Detectar campos',
   analyzing_: 'Analisando...',
   download: 'Baixar',
   downloading_: 'Baixando...',
@@ -752,6 +755,7 @@ const pt = {
 }
 
 const fr = {
+  autodetect_fields: 'Détecter les champs',
   analyzing_: 'Analyse...',
   download: 'Télécharger',
   downloading_: 'Téléchargement...',
@@ -940,6 +944,7 @@ const fr = {
 }
 
 const de = {
+  autodetect_fields: 'Felder erkennen',
   analyzing_: 'Analysiere...',
   download: 'Download',
   downloading_: 'Download...',
@@ -1128,6 +1133,7 @@ const de = {
 }
 
 const nl = {
+  autodetect_fields: 'Velden detecteren',
   analyzing_: 'Analyseren...',
   download: 'Downloaden',
   downloading_: 'Downloaden...',

From c8fe36a2b6a8373dba8a594261049822be7165bd Mon Sep 17 00:00:00 2001
From: Alex Turchyn <alex@docuseal.com>
Date: Wed, 22 Oct 2025 14:11:17 +0300
Subject: [PATCH 05/20] add desktop/mobile/tablet badges to events log

---
 app/views/icons/_device_desktop.html.erb   |  8 +++++++
 app/views/icons/_device_mobile.html.erb    |  6 ++++++
 app/views/icons/_device_tablet.html.erb    |  5 +++++
 app/views/submission_events/index.html.erb | 12 ++++++++---
 config/locales/i18n.yml                    | 21 ++++++++++++++++++
 lib/detect_browser_device.rb               | 25 ++++++++++++++++++++++
 6 files changed, 74 insertions(+), 3 deletions(-)
 create mode 100644 app/views/icons/_device_desktop.html.erb
 create mode 100644 app/views/icons/_device_mobile.html.erb
 create mode 100644 app/views/icons/_device_tablet.html.erb
 create mode 100644 lib/detect_browser_device.rb

diff --git a/app/views/icons/_device_desktop.html.erb b/app/views/icons/_device_desktop.html.erb
new file mode 100644
index 00000000..3a6ba14f
--- /dev/null
+++ b/app/views/icons/_device_desktop.html.erb
@@ -0,0 +1,8 @@
+<svg class="<%= local_assigns[:class] %>" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M3 5a1 1 0 0 1 1 -1h16a1 1 0 0 1 1 1v10a1 1 0 0 1 -1 1h-16a1 1 0 0 1 -1 -1v-10z" />
+  <path d="M7 20h10" /><path d="M9 16v4" />
+  <path d="M15 16v4" /></svg>
+  <path d="M9 16v4" />
+  <path d="M15 16v4" />
+</svg>
diff --git a/app/views/icons/_device_mobile.html.erb b/app/views/icons/_device_mobile.html.erb
new file mode 100644
index 00000000..c820a773
--- /dev/null
+++ b/app/views/icons/_device_mobile.html.erb
@@ -0,0 +1,6 @@
+<svg class="<%= local_assigns[:class] %>" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M6 5a2 2 0 0 1 2 -2h8a2 2 0 0 1 2 2v14a2 2 0 0 1 -2 2h-8a2 2 0 0 1 -2 -2v-14z" />
+  <path d="M11 4h2" />
+  <path d="M12 17v.01" />
+</svg>
diff --git a/app/views/icons/_device_tablet.html.erb b/app/views/icons/_device_tablet.html.erb
new file mode 100644
index 00000000..7dc1b8e4
--- /dev/null
+++ b/app/views/icons/_device_tablet.html.erb
@@ -0,0 +1,5 @@
+<svg class="<%= local_assigns[:class] %>" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M5 4a1 1 0 0 1 1 -1h12a1 1 0 0 1 1 1v16a1 1 0 0 1 -1 1h-12a1 1 0 0 1 -1 -1v-16z" />
+  <path d="M11 17a1 1 0 1 0 2 0a1 1 0 0 0 -2 0" />
+</svg>
diff --git a/app/views/submission_events/index.html.erb b/app/views/submission_events/index.html.erb
index a0a2b867..02a93b65 100644
--- a/app/views/submission_events/index.html.erb
+++ b/app/views/submission_events/index.html.erb
@@ -21,6 +21,7 @@
         </p>
       </li>
       <% @submission.submission_events.order(:event_timestamp).each do |event| %>
+        <% device = DetectBrowserDevice.call(event.data['ua']) %>
         <% submitter = @submission.submitters.find { |e| e.id == event.submitter_id } %>
         <% bg_class = event_colors[submitters_uuids.index(submitter.uuid) % event_colors.length] %>
         <% submitter_name = event.event_type.include?('sms') || event.event_type.include?('phone') ? (event.data['phone'] || submitter.phone) : (submitter.name || submitter.email || submitter.phone) %>
@@ -28,9 +29,14 @@
           <span class="absolute flex items-center justify-center w-7 h-7 rounded-full -start-3.5 ring-8 ring-base-100 text-base-content <%= bg_class %>">
             <%= svg_icon(SubmissionEventsController::SUBMISSION_EVENT_ICONS.fetch(event.event_type, 'circle_dot'), class: 'w-4 h-4') %>
           </span>
-          <p class="text-sm leading-none text-base-content/60 pt-1.5">
-            <%= l(event.event_timestamp.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) %>
-          </p>
+          <div class="flex items-center space-x-1 pt-1.5">
+            <span class="text-sm leading-none text-base-content/60">
+              <%= l(event.event_timestamp.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) %>
+            </span>
+            <span class="tooltip tooltip-top" data-tip="<%= t(device) %>">
+              <%= svg_icon("device_#{device}", class: 'w-3.5 h-3.5') %>
+            </span>
+          </div>
           <p class="text-base-content/80 mt-1">
             <% if event.event_type == 'complete_verification' %>
               <%= t('submission_event_names.complete_verification_by_html', provider: event.data['method'], submitter_name:) %>
diff --git a/config/locales/i18n.yml b/config/locales/i18n.yml
index c08944eb..30a30231 100644
--- a/config/locales/i18n.yml
+++ b/config/locales/i18n.yml
@@ -837,6 +837,9 @@ en: &en
   connect_google_drive: Connect Google Drive
   google_drive_has_been_connected: Google Drive has been connected
   unable_to_identify_reset_your_password_to_sign_in: Unable to identify. Reset your password to sign in.
+  desktop: Desktop
+  mobile: Mobile
+  tablet: Tablet
   submission_sources:
     api: API
     bulk: Bulk Send
@@ -1758,6 +1761,9 @@ es: &es
   connect_google_drive: Conectar Google Drive
   google_drive_has_been_connected: Google Drive se ha conectado
   unable_to_identify_reset_your_password_to_sign_in: No se pudo identificar. Restablece tu contraseña para iniciar sesión.
+  desktop: Escritorio
+  mobile: Móvil
+  tablet: Tableta
   submission_sources:
     api: API
     bulk: Envío masivo
@@ -2680,6 +2686,9 @@ it: &it
   connect_google_drive: Connetti Google Drive
   google_drive_has_been_connected: Google Drive è stato connesso
   unable_to_identify_reset_your_password_to_sign_in: Impossibile identificare. Reimposta la password per accedere.
+  desktop: Desktop
+  mobile: Mobile
+  tablet: Tablet
   submission_sources:
     api: API
     bulk: Invio massivo
@@ -3599,6 +3608,9 @@ fr: &fr
   connect_google_drive: Connecter Google Drive
   google_drive_has_been_connected: Google Drive a été connecté
   unable_to_identify_reset_your_password_to_sign_in: Impossible d’identifier. Réinitialisez votre mot de passe pour vous connecter.
+  desktop: Bureau
+  mobile: Mobile
+  tablet: Tablette
   submission_sources:
     api: API
     bulk: Envoi en masse
@@ -4522,6 +4534,9 @@ pt: &pt
   connect_google_drive: Conectar Google Drive
   google_drive_has_been_connected: O Google Drive foi conectado
   unable_to_identify_reset_your_password_to_sign_in: Não foi possível identificar. Redefina sua senha para fazer login.
+  desktop: Computador
+  mobile: Celular
+  tablet: Tablet
   submission_sources:
     api: API
     bulk: Envio em massa
@@ -5445,6 +5460,9 @@ de: &de
   connect_google_drive: Google Drive verbinden
   google_drive_has_been_connected: Google Drive wurde verbunden
   unable_to_identify_reset_your_password_to_sign_in: Identifizierung nicht möglich. Setzen Sie Ihr Passwort zurück, um sich anzumelden.
+  desktop: Desktop
+  mobile: Mobil
+  tablet: Tablet
   submission_sources:
     api: API
     bulk: Massenversand
@@ -6729,6 +6747,9 @@ nl: &nl
   connect_google_drive: Verbind Google Drive
   google_drive_has_been_connected: Google Drive is verbonden
   unable_to_identify_reset_your_password_to_sign_in: Kan niet worden geïdentificeerd. Stel je wachtwoord opnieuw in om in te loggen.
+  desktop: Desktop
+  mobile: Mobiel
+  tablet: Tablet
   submission_sources:
     api: API
     bulk: Bulkverzending
diff --git a/lib/detect_browser_device.rb b/lib/detect_browser_device.rb
new file mode 100644
index 00000000..349679f5
--- /dev/null
+++ b/lib/detect_browser_device.rb
@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+module DetectBrowserDevice
+  module_function
+
+  # rubocop:disable Metrics/LineLength
+  MOBILE_USER_AGENT_REGEXP = /iPhone|iPod|Android.*Mobile|Opera Mini|Opera Mobi|webOS|IEMobile|Windows Phone|BlackBerry|BB10|Mobile/i
+  TABLET_USER_AGENT_REGEXP = /iPad|Android(?!.*Mobile)|Tablet|Kindle|PlayBook|Silk/i
+  # rubocop:enable Metrics/LineLength
+
+  def call(user_agent)
+    return :mobile if mobile?(user_agent)
+    return :tablet if tablet?(user_agent)
+
+    :desktop
+  end
+
+  def mobile?(user_agent)
+    user_agent.to_s =~ MOBILE_USER_AGENT_REGEXP
+  end
+
+  def tablet?(user_agent)
+    user_agent.to_s =~ TABLET_USER_AGENT_REGEXP
+  end
+end

From 9537fe8c91354da667fcf589929af1b2db441956 Mon Sep 17 00:00:00 2001
From: Alex Turchyn <alex@docuseal.com>
Date: Wed, 22 Oct 2025 15:53:41 +0300
Subject: [PATCH 06/20] update constants

---
 lib/detect_browser_device.rb | 26 ++++++++++++++++++++++----
 1 file changed, 22 insertions(+), 4 deletions(-)

diff --git a/lib/detect_browser_device.rb b/lib/detect_browser_device.rb
index 349679f5..64f4bf51 100644
--- a/lib/detect_browser_device.rb
+++ b/lib/detect_browser_device.rb
@@ -3,10 +3,28 @@
 module DetectBrowserDevice
   module_function
 
-  # rubocop:disable Metrics/LineLength
-  MOBILE_USER_AGENT_REGEXP = /iPhone|iPod|Android.*Mobile|Opera Mini|Opera Mobi|webOS|IEMobile|Windows Phone|BlackBerry|BB10|Mobile/i
-  TABLET_USER_AGENT_REGEXP = /iPad|Android(?!.*Mobile)|Tablet|Kindle|PlayBook|Silk/i
-  # rubocop:enable Metrics/LineLength
+  MOBILE_USER_AGENT_REGEXP = /
+    iPhone         |
+    iPod           |
+    Android.*Mobile|
+    Opera\ Mini    |
+    Opera\ Mobi    |
+    webOS          |
+    IEMobile       |
+    Windows\ Phone |
+    BlackBerry     |
+    BB10           |
+    Mobile
+  /ix
+
+  TABLET_USER_AGENT_REGEXP = /
+    iPad               |
+    Android(?!.*Mobile)|
+    Tablet             |
+    Kindle             |
+    PlayBook           |
+    Silk
+  /ix
 
   def call(user_agent)
     return :mobile if mobile?(user_agent)

From 884865cffca1396f26eed95e791aba12bd10933f Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Wed, 12 Nov 2025 16:39:29 +0200
Subject: [PATCH 07/20] adjust size

---
 app/views/submission_events/index.html.erb | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/app/views/submission_events/index.html.erb b/app/views/submission_events/index.html.erb
index 02a93b65..c97f7a7d 100644
--- a/app/views/submission_events/index.html.erb
+++ b/app/views/submission_events/index.html.erb
@@ -34,7 +34,7 @@
               <%= l(event.event_timestamp.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) %>
             </span>
             <span class="tooltip tooltip-top" data-tip="<%= t(device) %>">
-              <%= svg_icon("device_#{device}", class: 'w-3.5 h-3.5') %>
+              <%= svg_icon("device_#{device}", class: 'w-4 h-4') %>
             </span>
           </div>
           <p class="text-base-content/80 mt-1">

From 2c33ec382d7a2bd64fca65a96477698ed3ef4b60 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Wed, 12 Nov 2025 16:44:58 +0200
Subject: [PATCH 08/20] fix device icon

---
 app/views/submission_events/index.html.erb |  9 +++++----
 lib/detect_browser_device.rb               | 14 ++++----------
 2 files changed, 9 insertions(+), 14 deletions(-)

diff --git a/app/views/submission_events/index.html.erb b/app/views/submission_events/index.html.erb
index c97f7a7d..8dec75f3 100644
--- a/app/views/submission_events/index.html.erb
+++ b/app/views/submission_events/index.html.erb
@@ -21,7 +21,6 @@
         </p>
       </li>
       <% @submission.submission_events.order(:event_timestamp).each do |event| %>
-        <% device = DetectBrowserDevice.call(event.data['ua']) %>
         <% submitter = @submission.submitters.find { |e| e.id == event.submitter_id } %>
         <% bg_class = event_colors[submitters_uuids.index(submitter.uuid) % event_colors.length] %>
         <% submitter_name = event.event_type.include?('sms') || event.event_type.include?('phone') ? (event.data['phone'] || submitter.phone) : (submitter.name || submitter.email || submitter.phone) %>
@@ -33,9 +32,11 @@
             <span class="text-sm leading-none text-base-content/60">
               <%= l(event.event_timestamp.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) %>
             </span>
-            <span class="tooltip tooltip-top" data-tip="<%= t(device) %>">
-              <%= svg_icon("device_#{device}", class: 'w-4 h-4') %>
-            </span>
+            <% if (device = DetectBrowserDevice.call(event.data['ua'])) %>
+              <span class="tooltip tooltip-top" data-tip="<%= t(device) %>">
+                <%= svg_icon("device_#{device}", class: 'w-4 h-4') %>
+              </span>
+            <% end %>
           </div>
           <p class="text-base-content/80 mt-1">
             <% if event.event_type == 'complete_verification' %>
diff --git a/lib/detect_browser_device.rb b/lib/detect_browser_device.rb
index 64f4bf51..0240d278 100644
--- a/lib/detect_browser_device.rb
+++ b/lib/detect_browser_device.rb
@@ -27,17 +27,11 @@ module DetectBrowserDevice
   /ix
 
   def call(user_agent)
-    return :mobile if mobile?(user_agent)
-    return :tablet if tablet?(user_agent)
+    return if user_agent.blank?
 
-    :desktop
-  end
-
-  def mobile?(user_agent)
-    user_agent.to_s =~ MOBILE_USER_AGENT_REGEXP
-  end
+    return 'mobile' if MOBILE_USER_AGENT_REGEXP.match?(user_agent)
+    return 'tablet' if TABLET_USER_AGENT_REGEXP.match?(user_agent)
 
-  def tablet?(user_agent)
-    user_agent.to_s =~ TABLET_USER_AGENT_REGEXP
+    'desktop'
   end
 end

From 80f60a5d88dc61192ed4840628c70562da712ffd Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Wed, 12 Nov 2025 20:19:57 +0200
Subject: [PATCH 09/20] re-invite archived user

---
 app/controllers/users_controller.rb | 14 +++++++++++---
 1 file changed, 11 insertions(+), 3 deletions(-)

diff --git a/app/controllers/users_controller.rb b/app/controllers/users_controller.rb
index 39cbc223..129a90c0 100644
--- a/app/controllers/users_controller.rb
+++ b/app/controllers/users_controller.rb
@@ -24,10 +24,18 @@ class UsersController < ApplicationController
   def edit; end
 
   def create
-    if User.accessible_by(current_ability).exists?(email: @user.email)
-      @user.errors.add(:email, I18n.t('already_exists'))
+    existing_user = User.accessible_by(current_ability).find_by(email: @user.email)
 
-      return render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_content
+    if existing_user
+      if existing_user.archived_at? && authorize!(:manage, existing_user) && authorize!(:manage, @user.account)
+        existing_user.assign_attributes(@user.slice(:first_name, :last_name, :role, :account_id))
+        existing_user.archived_at = nil
+        @user = existing_user
+      else
+        @user.errors.add(:email, I18n.t('already_exists'))
+
+        return render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_content
+      end
     end
 
     @user.password = SecureRandom.hex if @user.password.blank?

From 8e71d9f9e957e0626c4a0bc24d1bfe8edad714c1 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Thu, 13 Nov 2025 08:29:27 +0200
Subject: [PATCH 10/20] skip email

---
 app/jobs/send_submitter_invitation_email_job.rb | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/app/jobs/send_submitter_invitation_email_job.rb b/app/jobs/send_submitter_invitation_email_job.rb
index 335e3665..49bf22bd 100644
--- a/app/jobs/send_submitter_invitation_email_job.rb
+++ b/app/jobs/send_submitter_invitation_email_job.rb
@@ -7,6 +7,8 @@ class SendSubmitterInvitationEmailJob
     submitter = Submitter.find(params['submitter_id'])
 
     return if submitter.completed_at?
+    return if submitter.submission.archived_at?
+    return if submitter.template&.archived_at?
     return if submitter.submission.source == 'invite' && !Accounts.can_send_emails?(submitter.account, on_events: true)
 
     unless Accounts.can_send_invitation_emails?(submitter.account)

From 6c73c82a2740cc82b4ebeabb4460fc04951fcf59 Mon Sep 17 00:00:00 2001
From: Alex Turchyn <alex@docuseal.com>
Date: Fri, 7 Nov 2025 22:05:49 +0200
Subject: [PATCH 11/20] add ability to reset custom template emails to default

---
 .../templates_preferences_controller.rb       |  26 +++
 .../_submitter_completed_email_form.html.erb  |  66 ++++++
 ...bmitter_documents_copy_email_form.html.erb |  72 +++++++
 .../_submitter_invitation_email_form.html.erb | 108 ++++++++++
 app/views/templates_preferences/show.html.erb | 203 +-----------------
 config/locales/i18n.yml                       |  14 ++
 config/routes.rb                              |   2 +-
 7 files changed, 293 insertions(+), 198 deletions(-)
 create mode 100644 app/views/templates_preferences/_submitter_completed_email_form.html.erb
 create mode 100644 app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
 create mode 100644 app/views/templates_preferences/_submitter_invitation_email_form.html.erb

diff --git a/app/controllers/templates_preferences_controller.rb b/app/controllers/templates_preferences_controller.rb
index cbee0993..47e1a562 100644
--- a/app/controllers/templates_preferences_controller.rb
+++ b/app/controllers/templates_preferences_controller.rb
@@ -3,6 +3,13 @@
 class TemplatesPreferencesController < ApplicationController
   load_and_authorize_resource :template
 
+  RESETTABLE_PREFERENCE_KEYS = {
+    AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY => %w[request_email_subject request_email_body submitters],
+    AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[documents_copy_email_subject documents_copy_email_body],
+    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY => %w[completed_notification_email_subject
+                                                       completed_notification_email_body]
+  }.freeze
+
   def show; end
 
   def create
@@ -15,6 +22,25 @@ class TemplatesPreferencesController < ApplicationController
     head :ok
   end
 
+  def destroy
+    authorize!(:update, @template)
+
+    config_key = params[:config_key]
+    preferences_to_delete = RESETTABLE_PREFERENCE_KEYS[config_key] || []
+
+    return head :ok if preferences_to_delete.blank?
+
+    preferences_to_delete.each do |key|
+      @template.preferences.delete(key)
+    end
+
+    @template.save!
+
+    render turbo_stream: turbo_stream.replace("#{config_key}_form",
+                                              partial: "templates_preferences/#{config_key}_form"),
+           status: :ok
+  end
+
   private
 
   def template_params
diff --git a/app/views/templates_preferences/_submitter_completed_email_form.html.erb b/app/views/templates_preferences/_submitter_completed_email_form.html.erb
new file mode 100644
index 00000000..74626f79
--- /dev/null
+++ b/app/views/templates_preferences/_submitter_completed_email_form.html.erb
@@ -0,0 +1,66 @@
+<div id="<%= AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY %>_form">
+  <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
+  <% template_email_preferences_values = @template.preferences.values_at('completed_notification_email_subject', 'completed_notification_email_body').compact_blank.presence %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% if is_custom_template_email %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_completed_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
+    <%= f.hidden_field :config_key, value: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY %>
+    <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body, :completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body'], @template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
+          <% if is_custom_template_email %>
+            <label for="submitter_completed_email_reset_link" class="label underline">
+              <%= t('reset_default') %>
+            </label>
+          <% end %>
+        </div>
+        <%= ff.text_field :completed_notification_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <div class="flex items-center">
+          <%= ff.label :completed_notification_email_body, t('email_body'), class: 'label' %>
+          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+          </span>
+        </div>
+        <autoresize-textarea>
+          <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+        </autoresize-textarea>
+      </div>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_documents_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :completed_notification_email_attach_documents, { checked: ff.object.completed_notification_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_audit_log_pdf_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+        <span>
+          <%= t('send_emails_automatically_on_completion') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+    <% end %>
+    <div class="form-control pt-2">
+      <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
+      <div class="flex justify-center">
+        <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+      </div>
+    </div>
+  <% end %>
+</div>
diff --git a/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb b/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
new file mode 100644
index 00000000..0ce23e59
--- /dev/null
+++ b/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
@@ -0,0 +1,72 @@
+<div id="<%= AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY %>_form">
+  <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
+  <% template_email_preferences_values = @template.preferences.values_at('documents_copy_email_subject', 'documents_copy_email_body').compact_blank.presence %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% if is_custom_template_email %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_documents_copy_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
+    <%= f.hidden_field :config_key, value: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY %>
+    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
+          <% if is_custom_template_email %>
+            <label for="submitter_documents_copy_email_reset_link" class="label underline">
+              <%= t('reset_default') %>
+            </label>
+          <% end %>
+        </div>
+        <%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <div class="flex items-center">
+          <%= ff.label :documents_copy_email_body, t('email_body'), class: 'label' %>
+          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+          </span>
+        </div>
+        <autoresize-textarea>
+          <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+        </autoresize-textarea>
+      </div>
+      <% if can?(:manage, :reply_to) %>
+        <div class="form-control">
+          <%= ff.label :documents_copy_email_reply_to, t('reply_to'), class: 'label' %>
+          <%= ff.email_field :documents_copy_email_reply_to, class: 'base-input', dir: 'auto', placeholder: t(:email) %>
+        </div>
+      <% end %>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_documents_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :documents_copy_email_attach_documents, { checked: ff.object.documents_copy_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+        <span>
+          <%= t('attach_audit_log_pdf_to_the_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :documents_copy_email_attach_audit, { checked: ff.object.documents_copy_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+      <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+        <span>
+          <%= t('send_emails_automatically_on_completion') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :documents_copy_email_enabled, { checked: ff.object.documents_copy_email_enabled != false && configs['enabled'] != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
+        </submit-form>
+      </div>
+    <% end %>
+    <div class="form-control pt-2">
+      <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
+      <div class="flex justify-center">
+        <span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+      </div>
+    </div>
+  <% end %>
+</div>
diff --git a/app/views/templates_preferences/_submitter_invitation_email_form.html.erb b/app/views/templates_preferences/_submitter_invitation_email_form.html.erb
new file mode 100644
index 00000000..6f6118d6
--- /dev/null
+++ b/app/views/templates_preferences/_submitter_invitation_email_form.html.erb
@@ -0,0 +1,108 @@
+<div id="<%= AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY %>_form">
+  <% template_email_preferences_values = @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank %>
+  <% default_template_email_preferences_values = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body') %>
+  <% is_custom_template_email = template_email_preferences_values.present? %>
+  <% multiple_submitters = @template.submitters.size > 1 && @template.submitters.size < 5 %>
+  <% if is_custom_template_email || @template.preferences['submitters'].to_a.any? %>
+    <%= button_to nil, template_preferences_path(@template), id: 'submitter_invitation_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
+    <%= f.hidden_field :config_key, value: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY %>
+    <%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
+    <div class="peer-checked:hidden">
+      <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(template_email_preferences_values.presence || default_template_email_preferences_values)) do |ff| %>
+        <div class="form-control">
+          <div class="flex justify-between">
+            <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
+            <% if is_custom_template_email %>
+              <label for="submitter_invitation_email_reset_link" class="label underline">
+                <%= t('reset_default') %>
+              </label>
+            <% elsif multiple_submitters %>
+              <label for="request_email_per_submitter" class="label underline">
+                <%= t('edit_per_party') %>
+              </label>
+            <% end %>
+          </div>
+          <%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+        </div>
+        <div class="form-control">
+          <div class="flex items-center">
+            <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
+          <autoresize-textarea>
+            <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+          </autoresize-textarea>
+        </div>
+      <% end %>
+    </div>
+    <% if multiple_submitters %>
+      <div class="hidden peer-checked:block">
+        <% options = @template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
+        <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
+          <ul class="tabs w-full flex flex-nowrap mb-2">
+            <% options.each_with_index do |(label, val), index| %>
+              <div class="w-full">
+                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
+                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
+              </div>
+            <% end %>
+          </ul>
+        </toggle-visible>
+        <%= f.fields_for :preferences do |ff| %>
+          <% @template.submitters.each_with_index do |submitter, index| %>
+            <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
+              <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
+              <% submitter_email_preferences_values = submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence %>
+              <%= ff.fields_for :submitters, Struct.new(:request_email_subject, :request_email_body).new(*(submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || template_email_preferences_values.presence || default_template_email_preferences_values)), index: nil do |fff| %>
+                <%= fff.hidden_field :uuid, value: submitter['uuid'] %>
+                <div class="form-control">
+                  <div class="flex justify-between">
+                    <%= fff.label :request_email_subject, t('email_subject'), class: 'label' %>
+                    <% if submitter_email_preferences_values.present? %>
+                      <label for="submitter_invitation_email_reset_link" class="label underline">
+                        <%= t('reset_default') %>
+                      </label>
+                    <% end %>
+                  </div>
+                  <%= fff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+                </div>
+                <div class="form-control">
+                  <div class="flex items-center">
+                    <%= fff.label :request_email_body, t('email_body'), class: 'label' %>
+                    <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                      <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                    </span>
+                  </div>
+                  <autoresize-textarea>
+                    <%= fff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+                  </autoresize-textarea>
+                </div>
+              <% end %>
+            </div>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
+    <%= f.fields_for :preferences, Struct.new(:request_email_enabled).new(@template.preferences['request_email_enabled']) do |ff| %>
+      <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+        <span>
+          <%= t('send_signature_request_email') %>
+        </span>
+        <submit-form data-on="change" class="flex">
+          <%= ff.check_box :request_email_enabled, { checked: ff.object.request_email_enabled != false, class: 'toggle' }, 'true', 'false' %>
+        </submit-form>
+      </div>
+    <% end %>
+    <div class="form-control pt-2">
+      <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
+      <div class="flex justify-center">
+        <span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+      </div>
+    </div>
+  <% end %>
+</div>
diff --git a/app/views/templates_preferences/show.html.erb b/app/views/templates_preferences/show.html.erb
index 54f8d83f..71c0f7e4 100644
--- a/app/views/templates_preferences/show.html.erb
+++ b/app/views/templates_preferences/show.html.erb
@@ -98,92 +98,7 @@
           <%= t('signature_request_email') %>
         </div>
         <div class="collapse-content">
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
-            <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
-            <%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
-            <div class="peer-checked:hidden">
-              <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
-                <div class="form-control">
-                  <div class="flex justify-between">
-                    <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
-                    <% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
-                      <label for="request_email_per_submitter" class="label underline">
-                        <%= t('edit_per_party') %>
-                      </label>
-                    <% end %>
-                  </div>
-                  <%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-                </div>
-                <div class="form-control">
-                  <div class="flex items-center">
-                    <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
-                    <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                      <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                    </span>
-                  </div>
-                  <autoresize-textarea>
-                    <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                  </autoresize-textarea>
-                </div>
-              <% end %>
-            </div>
-            <% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
-              <div class="hidden peer-checked:block">
-                <% options = @template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
-                <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-                  <ul class="tabs w-full flex flex-nowrap mb-2">
-                    <% options.each_with_index do |(label, val), index| %>
-                      <div class="w-full">
-                        <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                        <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
-                      </div>
-                    <% end %>
-                  </ul>
-                </toggle-visible>
-                <%= f.fields_for :preferences do |ff| %>
-                  <% @template.submitters.each_with_index do |submitter, index| %>
-                    <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
-                      <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
-                      <%= ff.fields_for :submitters, Struct.new(:request_email_subject, :request_email_body).new(*(submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))), index: nil do |fff| %>
-                        <%= fff.hidden_field :uuid, value: submitter['uuid'] %>
-                        <div class="form-control">
-                          <%= fff.label :request_email_subject, t('email_subject'), class: 'label' %>
-                          <%= fff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-                        </div>
-                        <div class="form-control">
-                          <div class="flex items-center">
-                            <%= fff.label :request_email_body, t('email_body'), class: 'label' %>
-                            <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                            </span>
-                          </div>
-                          <autoresize-textarea>
-                            <%= fff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                          </autoresize-textarea>
-                        </div>
-                      <% end %>
-                    </div>
-                  <% end %>
-                <% end %>
-              </div>
-            <% end %>
-            <%= f.fields_for :preferences, Struct.new(:request_email_enabled).new(@template.preferences['request_email_enabled']) do |ff| %>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
-                <span>
-                  <%= 'Send signature request email' %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :request_email_enabled, { checked: ff.object.request_email_enabled != false, class: 'toggle' }, 'true', 'false' %>
-                </submit-form>
-              </div>
-            <% end %>
-            <div class="form-control pt-2">
-              <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-              <div class="flex justify-center">
-                <span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-              </div>
-            </div>
-          <% end %>
+          <%= render 'templates_preferences/submitter_invitation_email_form' %>
         </div>
       </div>
       <div class="collapse collapse-arrow join-item border border-base-300">
@@ -192,63 +107,7 @@
           <%= t('documents_copy_email') %>
         </div>
         <div class="collapse-content">
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
-            <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
-            <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
-            <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
-              <div class="form-control">
-                <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
-                <%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :documents_copy_email_body, t('email_body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
-                </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                </autoresize-textarea>
-              </div>
-              <% if can?(:manage, :reply_to) %>
-                <div class="form-control">
-                  <%= ff.label :documents_copy_email_reply_to, t('reply_to'), class: 'label' %>
-                  <%= ff.email_field :documents_copy_email_reply_to, class: 'base-input', dir: 'auto', placeholder: t(:email) %>
-                </div>
-              <% end %>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_documents_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :documents_copy_email_attach_documents, { checked: ff.object.documents_copy_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_audit_log_pdf_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :documents_copy_email_attach_audit, { checked: ff.object.documents_copy_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
-                <span>
-                  <%= t('send_emails_automatically_on_completion') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :documents_copy_email_enabled, { checked: ff.object.documents_copy_email_enabled != false && configs['enabled'] != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-            <% end %>
-            <div class="form-control pt-2">
-              <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-              <div class="flex justify-center">
-                <span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-              </div>
-            </div>
-          <% end %>
+          <%= render 'templates_preferences/submitter_documents_copy_email_form' %>
         </div>
       </div>
       <div class="collapse collapse-arrow join-item border border-base-300">
@@ -257,57 +116,7 @@
           <%= t('completed_notification_email') %>
         </div>
         <div class="collapse-content">
-          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
-            <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
-            <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
-            <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body, :completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body'], @template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
-              <div class="form-control">
-                <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
-                <%= ff.text_field :completed_notification_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :completed_notification_email_body, t('email_body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
-                </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                </autoresize-textarea>
-              </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_documents_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :completed_notification_email_attach_documents, { checked: ff.object.completed_notification_email_attach_documents != false, class: 'toggle', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('attach_audit_log_pdf_to_the_email') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
-                <span>
-                  <%= t('send_emails_automatically_on_completion') %>
-                </span>
-                <submit-form data-on="change" class="flex">
-                  <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', disabled: configs['enabled'] == false }, 'true', 'false' %>
-                </submit-form>
-              </div>
-            <% end %>
-            <div class="form-control pt-2">
-              <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-              <div class="flex justify-center">
-                <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-              </div>
-            </div>
-          <% end %>
+          <%= render 'templates_preferences/submitter_completed_email_form' %>
         </div>
       </div>
     </div>
@@ -359,9 +168,9 @@
             <span>
               <%= t('share_template_with_test_mode') %>
             </span>
-             <submit-form data-on="change" class="flex">
-               <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: current_account.testing_accounts) %>
-             </submit-form>
+            <submit-form data-on="change" class="flex">
+              <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: current_account.testing_accounts) %>
+            </submit-form>
           </div>
         <% end %>
         <div class="mb-4">
diff --git a/config/locales/i18n.yml b/config/locales/i18n.yml
index 30a30231..92d43e72 100644
--- a/config/locales/i18n.yml
+++ b/config/locales/i18n.yml
@@ -840,6 +840,8 @@ en: &en
   desktop: Desktop
   mobile: Mobile
   tablet: Tablet
+  reset_default: Reset default
+  send_signature_request_email: Send signature request email
   submission_sources:
     api: API
     bulk: Bulk Send
@@ -1764,6 +1766,8 @@ es: &es
   desktop: Escritorio
   mobile: Móvil
   tablet: Tableta
+  reset_default: Restablecer por defecto
+  send_signature_request_email: Enviar correo de solicitud de firma
   submission_sources:
     api: API
     bulk: Envío masivo
@@ -2689,6 +2693,8 @@ it: &it
   desktop: Desktop
   mobile: Mobile
   tablet: Tablet
+  reset_default: Reimposta predefinito
+  send_signature_request_email: Invia email di richiesta firma
   submission_sources:
     api: API
     bulk: Invio massivo
@@ -3611,6 +3617,8 @@ fr: &fr
   desktop: Bureau
   mobile: Mobile
   tablet: Tablette
+  reset_default: Réinitialiser par défaut
+  send_signature_request_email: Envoyer un e-mail de demande de signature
   submission_sources:
     api: API
     bulk: Envoi en masse
@@ -4537,6 +4545,8 @@ pt: &pt
   desktop: Computador
   mobile: Celular
   tablet: Tablet
+  reset_default: Redefinir para padrão
+  send_signature_request_email: Enviar e-mail de solicitação de assinatura
   submission_sources:
     api: API
     bulk: Envio em massa
@@ -5463,6 +5473,8 @@ de: &de
   desktop: Desktop
   mobile: Mobil
   tablet: Tablet
+  reset_default: Standard zurücksetzen
+  send_signature_request_email: Signaturanfrage-E-Mail senden
   submission_sources:
     api: API
     bulk: Massenversand
@@ -6750,6 +6762,8 @@ nl: &nl
   desktop: Desktop
   mobile: Mobiel
   tablet: Tablet
+  reset_default: Standaard herstellen
+  send_signature_request_email: E-mail met handtekeningaanvraag verzenden
   submission_sources:
     api: API
     bulk: Bulkverzending
diff --git a/config/routes.rb b/config/routes.rb
index 20a3035d..05abbfc4 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -108,7 +108,7 @@ Rails.application.routes.draw do
     resource :preview, only: %i[show], controller: 'templates_preview'
     resource :form, only: %i[show], controller: 'templates_form_preview'
     resource :code_modal, only: %i[show], controller: 'templates_code_modal'
-    resource :preferences, only: %i[show create], controller: 'templates_preferences'
+    resource :preferences, only: %i[show create destroy], controller: 'templates_preferences'
     resource :share_link, only: %i[show create], controller: 'templates_share_link'
     resources :recipients, only: %i[create], controller: 'templates_recipients'
     resources :prefillable_fields, only: %i[create], controller: 'templates_prefillable_fields'

From 4603efc04e2106f9dc7f713ff18804809c2088e8 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Thu, 13 Nov 2025 09:50:26 +0200
Subject: [PATCH 12/20] refactor toggles form

---
 .../templates_preferences_controller.rb       |  2 +-
 .../_submitter_completed_email_form.html.erb  | 24 +++++++++++--------
 ...bmitter_documents_copy_email_form.html.erb | 23 ++++++++++--------
 .../_submitter_invitation_email_form.html.erb | 20 +++++++++-------
 4 files changed, 39 insertions(+), 30 deletions(-)

diff --git a/app/controllers/templates_preferences_controller.rb b/app/controllers/templates_preferences_controller.rb
index 47e1a562..6b610b57 100644
--- a/app/controllers/templates_preferences_controller.rb
+++ b/app/controllers/templates_preferences_controller.rb
@@ -26,7 +26,7 @@ class TemplatesPreferencesController < ApplicationController
     authorize!(:update, @template)
 
     config_key = params[:config_key]
-    preferences_to_delete = RESETTABLE_PREFERENCE_KEYS[config_key] || []
+    preferences_to_delete = RESETTABLE_PREFERENCE_KEYS[config_key]
 
     return head :ok if preferences_to_delete.blank?
 
diff --git a/app/views/templates_preferences/_submitter_completed_email_form.html.erb b/app/views/templates_preferences/_submitter_completed_email_form.html.erb
index 74626f79..7025409d 100644
--- a/app/views/templates_preferences/_submitter_completed_email_form.html.erb
+++ b/app/views/templates_preferences/_submitter_completed_email_form.html.erb
@@ -5,10 +5,9 @@
   <% if is_custom_template_email %>
     <%= button_to nil, template_preferences_path(@template), id: 'submitter_completed_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
   <% end %>
-  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_completed_email_template_form' }, data: { close_on_submit: false } do |f| %>
     <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
-    <%= f.hidden_field :config_key, value: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY %>
-    <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body, :completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body'], @template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
+    <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body']) do |ff| %>
       <div class="form-control">
         <div class="flex justify-between">
           <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
@@ -28,9 +27,14 @@
           </span>
         </div>
         <autoresize-textarea>
-          <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+          <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
         </autoresize-textarea>
       </div>
+    <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
+    <%= f.fields_for :preferences, Struct.new(:completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
       <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
         <span>
           <%= t('attach_documents_to_the_email') %>
@@ -56,11 +60,11 @@
         </submit-form>
       </div>
     <% end %>
-    <div class="form-control pt-2">
-      <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-      <div class="flex justify-center">
-        <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-      </div>
-    </div>
   <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_completed_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
 </div>
diff --git a/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb b/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
index 0ce23e59..6a5e8d45 100644
--- a/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
+++ b/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
@@ -5,10 +5,9 @@
   <% if is_custom_template_email %>
     <%= button_to nil, template_preferences_path(@template), id: 'submitter_documents_copy_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
   <% end %>
-  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_documents_copy_email_template_form' }, data: { close_on_submit: false } do |f| %>
     <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
-    <%= f.hidden_field :config_key, value: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY %>
-    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
+    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body']) do |ff| %>
       <div class="form-control">
         <div class="flex justify-between">
           <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
@@ -28,9 +27,13 @@
           </span>
         </div>
         <autoresize-textarea>
-          <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+          <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
         </autoresize-textarea>
       </div>
+    <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_documents_copy_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
       <% if can?(:manage, :reply_to) %>
         <div class="form-control">
           <%= ff.label :documents_copy_email_reply_to, t('reply_to'), class: 'label' %>
@@ -62,11 +65,11 @@
         </submit-form>
       </div>
     <% end %>
-    <div class="form-control pt-2">
-      <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-      <div class="flex justify-center">
-        <span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-      </div>
-    </div>
   <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_documents_copy_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
 </div>
diff --git a/app/views/templates_preferences/_submitter_invitation_email_form.html.erb b/app/views/templates_preferences/_submitter_invitation_email_form.html.erb
index 6f6118d6..0f87ddcd 100644
--- a/app/views/templates_preferences/_submitter_invitation_email_form.html.erb
+++ b/app/views/templates_preferences/_submitter_invitation_email_form.html.erb
@@ -6,9 +6,8 @@
   <% if is_custom_template_email || @template.preferences['submitters'].to_a.any? %>
     <%= button_to nil, template_preferences_path(@template), id: 'submitter_invitation_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
   <% end %>
-  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_invitation_email_template_form' }, data: { close_on_submit: false } do |f| %>
     <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
-    <%= f.hidden_field :config_key, value: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY %>
     <%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
     <div class="peer-checked:hidden">
       <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(template_email_preferences_values.presence || default_template_email_preferences_values)) do |ff| %>
@@ -35,7 +34,7 @@
             </span>
           </div>
           <autoresize-textarea>
-            <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+            <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
           </autoresize-textarea>
         </div>
       <% end %>
@@ -88,6 +87,9 @@
         <% end %>
       </div>
     <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
+    <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
     <%= f.fields_for :preferences, Struct.new(:request_email_enabled).new(@template.preferences['request_email_enabled']) do |ff| %>
       <div class="flex items-center justify-between py-2.5 px-1 mb-2">
         <span>
@@ -98,11 +100,11 @@
         </submit-form>
       </div>
     <% end %>
-    <div class="form-control pt-2">
-      <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
-      <div class="flex justify-center">
-        <span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
-      </div>
-    </div>
   <% end %>
+  <div class="form-control pt-2">
+    <%= button_tag button_title(title: t('save'), disabled_with: t('saving')), form: 'submitter_invitation_email_template_form', class: 'base-button' %>
+    <div class="flex justify-center">
+      <span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  </div>
 </div>

From 83e32bec9f4232967bde684dc0e3cde38ea09663 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Thu, 13 Nov 2025 10:34:52 +0200
Subject: [PATCH 13/20] fix preferences form

---
 .../_submitter_documents_copy_email_form.html.erb         | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb b/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
index 6a5e8d45..8d178369 100644
--- a/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
+++ b/app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb
@@ -30,16 +30,16 @@
           <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto' %>
         </autoresize-textarea>
       </div>
-    <% end %>
-  <% end %>
-  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_documents_copy_email_template_form' }, data: { close_on_submit: false } do |f| %>
-    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
       <% if can?(:manage, :reply_to) %>
         <div class="form-control">
           <%= ff.label :documents_copy_email_reply_to, t('reply_to'), class: 'label' %>
           <%= ff.email_field :documents_copy_email_reply_to, class: 'base-input', dir: 'auto', placeholder: t(:email) %>
         </div>
       <% end %>
+    <% end %>
+  <% end %>
+  <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: 'submitter_documents_copy_email_template_form' }, data: { close_on_submit: false } do |f| %>
+    <%= f.fields_for :preferences, Struct.new(:documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
       <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
         <span>
           <%= t('attach_documents_to_the_email') %>

From de5cd92dba5e1024d6c2406af422222e84442450 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Thu, 13 Nov 2025 19:36:06 +0200
Subject: [PATCH 14/20] adjust send email

---
 app/views/submissions/_send_email.html.erb    | 117 +-----------------
 .../submissions/_send_email_base.html.erb     | 116 +++++++++++++++++
 2 files changed, 117 insertions(+), 116 deletions(-)
 create mode 100644 app/views/submissions/_send_email_base.html.erb

diff --git a/app/views/submissions/_send_email.html.erb b/app/views/submissions/_send_email.html.erb
index eaf04b3a..18e03eda 100644
--- a/app/views/submissions/_send_email.html.erb
+++ b/app/views/submissions/_send_email.html.erb
@@ -1,116 +1 @@
-<% submitter_preferences_index = template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] } %>
-<% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
-<% message_field_id = "message_field_#{SecureRandom.hex(3)}" %>
-<div class="form-control">
-  <% can_send_emails = Accounts.can_send_emails?(current_account) %>
-  <div class="flex justify-between items-center">
-    <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
-      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails || local_assigns[:disable_email], checked: can_send_emails && !local_assigns.key?(:resend_email) && !local_assigns[:disable_email] && template&.preferences&.dig('request_email_enabled') != false %>
-      <span class="label"><%= local_assigns[:resend_email] ? t('re_send_email') : t('send_email') %></span>
-    <% end %>
-    <div>
-      <% if can_send_emails %>
-        <%= render 'submissions/email_stats' %>
-        <%= content_for(:edit_button) || capture do %>
-          <toggle-visible data-element-ids="<%= [message_field_id].to_json %>" class="flex">
-            <label>
-              <%= f.check_box :is_custom_message, checked: false, class: 'hidden peer', data: { action: 'change:toggle-visible#trigger', type: 'checkbox' } %>
-              <span class="link peer-checked:hidden"><%= t('edit_message') %></span>
-            </label>
-          </toggle-visible>
-        <% end %>
-      <% end %>
-    </div>
-  </div>
-  <% if !Docuseal.multitenant? && !can_send_emails %>
-    <div class="alert my-4">
-      <%= svg_icon('info_circle', class: 'w-6 h-6') %>
-      <div>
-        <p class="font-bold"><%= t('smtp_not_configured') %></p>
-        <p class="text-gray-700">
-          <%= t('configure_smtp_settings_in_order_to_send_emails_') %>
-          <br>
-          <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">
-            <%= t('go_to_smtp_settings') %>
-          </a>
-        </p>
-      </div>
-    </div>
-  <% end %>
-</div>
-<% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
-<div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
-  <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
-    <div class="peer-checked:hidden form-control space-y-2">
-      <div class="form-control">
-        <div class="flex justify-between">
-          <%= f.label :subject, t('subject'), class: 'label' %>
-          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
-            <label for="<%= toggle_uuid %>" class="label underline">
-              <%= t('edit_per_party') %>
-            </label>
-          <% end %>
-        </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
-      </div>
-      <div class="form-control">
-        <div class="flex items-center">
-          <%= f.label :message, t('body'), class: 'label' %>
-          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-          </span>
-        </div>
-        <autoresize-textarea>
-          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
-        </autoresize-textarea>
-        <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
-          <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
-            <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
-            <span class="label"><%= t('save_as_default_template_message') %></span>
-          </label>
-        <% end %>
-      </div>
-      <%= render 'submissions/message_fields' %>
-    </div>
-    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
-      <div class="hidden peer-checked:block form-control space-y-2">
-        <% uuid = SecureRandom.uuid %>
-        <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
-        <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-          <ul class="tabs w-full flex flex-nowrap">
-            <% options.each_with_index do |(label, val), index| %>
-              <div class="w-full">
-                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
-              </div>
-            <% end %>
-          </ul>
-        </toggle-visible>
-        <% template_submitters.each_with_index do |submitter, index| %>
-          <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
-            <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
-              <div class="form-control">
-                <div class="flex justify-between">
-                  <%= ff.label :subject, t('subject'), class: 'label' %>
-                </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :message, t('body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
-                </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
-                </autoresize-textarea>
-              </div>
-            </div>
-          <% end %>
-        <% end %>
-      </div>
-    <% end %>
-  </div>
-</div>
+<%= render partial: 'submissions/send_email_base', locals: local_assigns %>
diff --git a/app/views/submissions/_send_email_base.html.erb b/app/views/submissions/_send_email_base.html.erb
new file mode 100644
index 00000000..eaf04b3a
--- /dev/null
+++ b/app/views/submissions/_send_email_base.html.erb
@@ -0,0 +1,116 @@
+<% submitter_preferences_index = template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] } %>
+<% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
+<% message_field_id = "message_field_#{SecureRandom.hex(3)}" %>
+<div class="form-control">
+  <% can_send_emails = Accounts.can_send_emails?(current_account) %>
+  <div class="flex justify-between items-center">
+    <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
+      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails || local_assigns[:disable_email], checked: can_send_emails && !local_assigns.key?(:resend_email) && !local_assigns[:disable_email] && template&.preferences&.dig('request_email_enabled') != false %>
+      <span class="label"><%= local_assigns[:resend_email] ? t('re_send_email') : t('send_email') %></span>
+    <% end %>
+    <div>
+      <% if can_send_emails %>
+        <%= render 'submissions/email_stats' %>
+        <%= content_for(:edit_button) || capture do %>
+          <toggle-visible data-element-ids="<%= [message_field_id].to_json %>" class="flex">
+            <label>
+              <%= f.check_box :is_custom_message, checked: false, class: 'hidden peer', data: { action: 'change:toggle-visible#trigger', type: 'checkbox' } %>
+              <span class="link peer-checked:hidden"><%= t('edit_message') %></span>
+            </label>
+          </toggle-visible>
+        <% end %>
+      <% end %>
+    </div>
+  </div>
+  <% if !Docuseal.multitenant? && !can_send_emails %>
+    <div class="alert my-4">
+      <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+      <div>
+        <p class="font-bold"><%= t('smtp_not_configured') %></p>
+        <p class="text-gray-700">
+          <%= t('configure_smtp_settings_in_order_to_send_emails_') %>
+          <br>
+          <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">
+            <%= t('go_to_smtp_settings') %>
+          </a>
+        </p>
+      </div>
+    </div>
+  <% end %>
+</div>
+<% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+<div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
+  <div class="card-body">
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <div class="peer-checked:hidden form-control space-y-2">
+      <div class="form-control">
+        <div class="flex justify-between">
+          <%= f.label :subject, t('subject'), class: 'label' %>
+          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+            <label for="<%= toggle_uuid %>" class="label underline">
+              <%= t('edit_per_party') %>
+            </label>
+          <% end %>
+        </div>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+      </div>
+      <div class="form-control">
+        <div class="flex items-center">
+          <%= f.label :message, t('body'), class: 'label' %>
+          <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+            <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+          </span>
+        </div>
+        <autoresize-textarea>
+          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+        </autoresize-textarea>
+        <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
+          <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
+            <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
+            <span class="label"><%= t('save_as_default_template_message') %></span>
+          </label>
+        <% end %>
+      </div>
+      <%= render 'submissions/message_fields' %>
+    </div>
+    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+      <div class="hidden peer-checked:block form-control space-y-2">
+        <% uuid = SecureRandom.uuid %>
+        <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
+        <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
+          <ul class="tabs w-full flex flex-nowrap">
+            <% options.each_with_index do |(label, val), index| %>
+              <div class="w-full">
+                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
+                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
+              </div>
+            <% end %>
+          </ul>
+        </toggle-visible>
+        <% template_submitters.each_with_index do |submitter, index| %>
+          <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
+            <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
+              <div class="form-control">
+                <div class="flex justify-between">
+                  <%= ff.label :subject, t('subject'), class: 'label' %>
+                </div>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+              </div>
+              <div class="form-control">
+                <div class="flex items-center">
+                  <%= ff.label :message, t('body'), class: 'label' %>
+                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                  </span>
+                </div>
+                <autoresize-textarea>
+                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+                </autoresize-textarea>
+              </div>
+            </div>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
+  </div>
+</div>

From 9333a1ba45672d72dd2204bdd4b76005982bd969 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Fri, 14 Nov 2025 16:35:02 +0200
Subject: [PATCH 15/20] fix fields error alert

---
 app/javascript/template_builder/fields.vue | 8 ++++++--
 1 file changed, 6 insertions(+), 2 deletions(-)

diff --git a/app/javascript/template_builder/fields.vue b/app/javascript/template_builder/fields.vue
index 822ecc0b..2bee841a 100644
--- a/app/javascript/template_builder/fields.vue
+++ b/app/javascript/template_builder/fields.vue
@@ -470,9 +470,13 @@ export default {
               const data = JSON.parse(jsonStr)
 
               if (data.error) {
-                alert(data.error)
+                if ((data.fields || fields).length) {
+                  this.template.fields = data.fields || fields
 
-                this.template.fields = data.fields || fields
+                  this.save()
+                } else {
+                  alert(data.error)
+                }
 
                 break
               } else if (data.analyzing) {

From c4fbcc103af931fcd5829c6e28f3fb4c37f22d67 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Sat, 15 Nov 2025 10:46:54 +0200
Subject: [PATCH 16/20] autocorrect pdf

---
 lib/submissions/generate_result_attachments.rb | 18 ++++++++++++++----
 1 file changed, 14 insertions(+), 4 deletions(-)

diff --git a/lib/submissions/generate_result_attachments.rb b/lib/submissions/generate_result_attachments.rb
index 934c86fc..e347d2ac 100644
--- a/lib/submissions/generate_result_attachments.rb
+++ b/lib/submissions/generate_result_attachments.rb
@@ -719,20 +719,30 @@ module Submissions
 
         begin
           pdf.sign(io, write_options: { validate: false }, **sign_params)
-        rescue HexaPDF::MalformedPDFError, NoMethodError => e
+        rescue HexaPDF::Error, NoMethodError => e
           Rollbar.error(e) if defined?(Rollbar)
 
-          pdf.sign(io, write_options: { validate: false, incremental: false }, **sign_params)
+          begin
+            pdf.sign(io, write_options: { validate: false, incremental: false }, **sign_params)
+          rescue HexaPDF::Error
+            pdf.validate(auto_correct: true)
+            pdf.sign(io, write_options: { validate: false, incremental: false }, **sign_params)
+          end
         end
 
         maybe_enable_ltv(io, sign_params)
       else
         begin
           pdf.write(io, incremental: true, validate: false)
-        rescue HexaPDF::MalformedPDFError, NoMethodError => e
+        rescue HexaPDF::Error, NoMethodError => e
           Rollbar.error(e) if defined?(Rollbar)
 
-          pdf.write(io, incremental: false, validate: false)
+          begin
+            pdf.write(io, incremental: false, validate: false)
+          rescue HexaPDF::Error
+            pdf.validate(auto_correct: true)
+            pdf.write(io, incremental: false, validate: false)
+          end
         end
       end
 

From 5fec952b8cb11cd99a748f57cd5b62f1eae88c24 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Sat, 15 Nov 2025 19:48:42 +0200
Subject: [PATCH 17/20] adjust detections

---
 .rubocop.yml                     | 3 +++
 lib/templates/image_to_fields.rb | 8 +++++++-
 2 files changed, 10 insertions(+), 1 deletion(-)

diff --git a/.rubocop.yml b/.rubocop.yml
index aad5509e..294fc484 100644
--- a/.rubocop.yml
+++ b/.rubocop.yml
@@ -45,6 +45,9 @@ Metrics/PerceivedComplexity:
 Style/MultipleComparison:
   Enabled: false
 
+Style/NumericPredicate:
+  Enabled: false
+
 Naming/PredicateMethod:
   Enabled: false
 
diff --git a/lib/templates/image_to_fields.rb b/lib/templates/image_to_fields.rb
index fa342f4e..50837c1c 100755
--- a/lib/templates/image_to_fields.rb
+++ b/lib/templates/image_to_fields.rb
@@ -77,7 +77,7 @@ module Templates
     end
 
     def build_fields_from_detections(detections, image)
-      Array.new(detections[:xyxy].shape[0]) do |i|
+      detections[:xyxy].shape[0].times.filter_map do |i|
         x1 = detections[:xyxy][i, 0]
         y1 = detections[:xyxy][i, 1]
         x2 = detections[:xyxy][i, 2]
@@ -92,6 +92,12 @@ module Templates
         x1_norm = x2 / image.width.to_f
         y1_norm = y2 / image.height.to_f
 
+        x1_norm = 1 if x1_norm > 1
+        y1_norm = 1 if y1_norm > 1
+
+        next if x0_norm < 0 || x0_norm > 1
+        next if y0_norm < 0 || y0_norm > 1
+
         type_name = ID_TO_CLASS[class_id]
 
         Field.new(

From 1d87e210be7f1471dc2cc76d2800e0e8de4e67c1 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Sun, 16 Nov 2025 19:05:54 +0200
Subject: [PATCH 18/20] optimize detect fields

---
 lib/templates/image_to_fields.rb | 12 ++++++------
 1 file changed, 6 insertions(+), 6 deletions(-)

diff --git a/lib/templates/image_to_fields.rb b/lib/templates/image_to_fields.rb
index 50837c1c..786e9785 100755
--- a/lib/templates/image_to_fields.rb
+++ b/lib/templates/image_to_fields.rb
@@ -37,10 +37,10 @@ module Templates
           transform_info[:trim_offset_x] = base_offset_x
           transform_info[:trim_offset_y] = base_offset_y + r[:offset_y]
 
-          outputs = model.predict({ 'input' => input_tensor })
+          outputs = model.predict({ 'input' => input_tensor }, output_type: :numo)
 
-          boxes = Numo::SFloat.cast(outputs['dets'])[0, true, true]
-          logits = Numo::SFloat.cast(outputs['labels'])[0, true, true]
+          boxes = outputs['dets'][0, true, true]
+          logits = outputs['labels'][0, true, true]
 
           postprocess_outputs(boxes, logits, transform_info, acc, confidence:, temperature:, resolution:)
         end
@@ -50,10 +50,10 @@ module Templates
         transform_info[:trim_offset_x] = base_offset_x
         transform_info[:trim_offset_y] = base_offset_y
 
-        outputs = model.predict({ 'input' => input_tensor })
+        outputs = model.predict({ 'input' => input_tensor }, output_type: :numo)
 
-        boxes = Numo::SFloat.cast(outputs['dets'])[0, true, true]
-        logits = Numo::SFloat.cast(outputs['labels'])[0, true, true]
+        boxes = outputs['dets'][0, true, true]
+        logits = outputs['labels'][0, true, true]
 
         detections = postprocess_outputs(boxes, logits, transform_info, confidence:, temperature:, resolution:)
       end

From c53ed7f984bc0bfd4c499df473ab52ce4fd64558 Mon Sep 17 00:00:00 2001
From: Alex Turchyn <alex@docuseal.com>
Date: Fri, 14 Nov 2025 00:32:30 +0200
Subject: [PATCH 19/20] add custom invitation reminder emails

---
 app/controllers/personalization_settings_controller.rb     | 1 +
 app/controllers/templates_preferences_controller.rb        | 6 ++++--
 app/models/account_config.rb                               | 7 +++++++
 .../_submitter_invitation_reminder_email_collapse.html.erb | 0
 app/views/templates_preferences/show.html.erb              | 1 +
 config/locales/i18n.yml                                    | 7 +++++++
 6 files changed, 20 insertions(+), 2 deletions(-)
 create mode 100644 app/views/templates_preferences/_submitter_invitation_reminder_email_collapse.html.erb

diff --git a/app/controllers/personalization_settings_controller.rb b/app/controllers/personalization_settings_controller.rb
index 9812aaee..d9d33490 100644
--- a/app/controllers/personalization_settings_controller.rb
+++ b/app/controllers/personalization_settings_controller.rb
@@ -4,6 +4,7 @@ class PersonalizationSettingsController < ApplicationController
   ALLOWED_KEYS = [
     AccountConfig::FORM_COMPLETED_BUTTON_KEY,
     AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY,
+    AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY,
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY,
     AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY,
     AccountConfig::FORM_COMPLETED_MESSAGE_KEY,
diff --git a/app/controllers/templates_preferences_controller.rb b/app/controllers/templates_preferences_controller.rb
index 6b610b57..391b6714 100644
--- a/app/controllers/templates_preferences_controller.rb
+++ b/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_INVITATION_REMINDER_EMAIL_KEY => %w[invitation_reminder_email_subject
+                                                                 invitation_reminder_email_body],
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[documents_copy_email_subject documents_copy_email_body],
     AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY => %w[completed_notification_email_subject
                                                        completed_notification_email_body]
@@ -46,14 +48,14 @@ class TemplatesPreferencesController < ApplicationController
   def template_params
     params.require(:template).permit(
       preferences: %i[bcc_completed request_email_subject request_email_body
+                      invitation_reminder_email_subject invitation_reminder_email_body
                       documents_copy_email_subject documents_copy_email_body
                       documents_copy_email_enabled documents_copy_email_attach_audit
                       documents_copy_email_attach_documents documents_copy_email_reply_to
                       completed_notification_email_attach_documents
                       completed_redirect_url validate_unique_submitters
                       require_all_submitters submitters_order require_phone_2fa
-                      default_expire_at_duration shared_link_2fa
-                      default_expire_at request_email_enabled
+                      default_expire_at_duration shared_link_2fa default_expire_at request_email_enabled
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +
                       [completed_message: %i[title body],
diff --git a/app/models/account_config.rb b/app/models/account_config.rb
index 462cc725..c2893360 100644
--- a/app/models/account_config.rb
+++ b/app/models/account_config.rb
@@ -22,6 +22,7 @@
 #
 class AccountConfig < ApplicationRecord
   SUBMITTER_INVITATION_EMAIL_KEY = 'submitter_invitation_email'
+  SUBMITTER_INVITATION_REMINDER_EMAIL_KEY = 'submitter_invitation_reminder_email'
   SUBMITTER_COMPLETED_EMAIL_KEY = 'submitter_completed_email'
   SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY = 'submitter_documents_copy_email'
   BCC_EMAILS = 'bcc_emails'
@@ -59,6 +60,12 @@ class AccountConfig < ApplicationRecord
         'body' => I18n.t(:submitter_invitation_email_sign_body)
       }
     },
+    SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => lambda {
+      {
+        'subject' => I18n.t(:you_are_invited_to_sign_a_document),
+        'body' => I18n.t(:submitter_invitation_email_sign_body)
+      }
+    },
     SUBMITTER_COMPLETED_EMAIL_KEY => lambda {
       {
         'subject' => I18n.t(:template_name_has_been_completed_by_submitters),
diff --git a/app/views/templates_preferences/_submitter_invitation_reminder_email_collapse.html.erb b/app/views/templates_preferences/_submitter_invitation_reminder_email_collapse.html.erb
new file mode 100644
index 00000000..e69de29b
diff --git a/app/views/templates_preferences/show.html.erb b/app/views/templates_preferences/show.html.erb
index 71c0f7e4..290286cf 100644
--- a/app/views/templates_preferences/show.html.erb
+++ b/app/views/templates_preferences/show.html.erb
@@ -101,6 +101,7 @@
           <%= render 'templates_preferences/submitter_invitation_email_form' %>
         </div>
       </div>
+      <%= render 'templates_preferences/submitter_invitation_reminder_email_collapse' %>
       <div class="collapse collapse-arrow join-item border border-base-300">
         <input type="checkbox" name="accordion">
         <div class="collapse-title text-xl font-medium">
diff --git a/config/locales/i18n.yml b/config/locales/i18n.yml
index 92d43e72..3b6d649f 100644
--- a/config/locales/i18n.yml
+++ b/config/locales/i18n.yml
@@ -290,6 +290,7 @@ en: &en
   invalid_timeserver: Invalid Timeserver
   email_templates: Email Templates
   signature_request_email: Signature request email
+  signature_request_reminder_email: Signature request reminder email
   signature_request_sms: Signature Request SMS
   verification_code_sms: Verification Code SMS
   completed_notification_email: Completed notification email
@@ -1217,6 +1218,7 @@ es: &es
   invalid_timeserver: Servidor de tiempo inválido
   email_templates: Plantillas de correo electrónico
   signature_request_email: Correo de solicitud de firma
+  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
   completed_notification_email: Correo de notificación de formulario completado
@@ -2143,6 +2145,7 @@ it: &it
   invalid_timeserver: Server di timestamp non valido
   email_templates: Modelli email
   signature_request_email: Email di richiesta di firma
+  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
   completed_notification_email: Email di notifica di completamento
@@ -3071,6 +3074,7 @@ fr: &fr
   invalid_timeserver: Serveur d’horodatage invalide
   email_templates: Modèles d’e‑mail
   signature_request_email: E‑mail de demande de signature
+  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
   completed_notification_email: E‑mail de notification de finalisation
@@ -3995,6 +3999,7 @@ 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
+  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
   completed_notification_email: E-mail de notificação de submissão concluída
@@ -4923,6 +4928,7 @@ de: &de
   invalid_timeserver: Ungültiger Zeitstempelserver
   email_templates: E-Mail-Vorlagen
   signature_request_email: E-Mail für Signaturanfrage
+  signature_request_reminder_email: E-Mail-Erinnerung für Signaturanfrage
   signature_request_sms: SMS für Signaturanfrage
   verification_code_sms: SMS mit Verifizierungscode
   completed_notification_email: E-Mail-Benachrichtigung bei Abschluss
@@ -6216,6 +6222,7 @@ nl: &nl
   invalid_timeserver: Ongeldige tijdserver
   email_templates: E-mailsjablonen
   signature_request_email: E-mail voor handtekeningverzoek
+  signature_request_reminder_email: E-mailherinnering voor handtekeningverzoek
   signature_request_sms: SMS voor handtekeningverzoek
   verification_code_sms: Verificatiecode-SMS
   completed_notification_email: E-mailmelding voltooid

From fd9eb09dd6b52f449cea6b4a012c82c260363fd3 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Mon, 17 Nov 2025 10:21:38 +0200
Subject: [PATCH 20/20] use can?

---
 app/controllers/users_controller.rb | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/app/controllers/users_controller.rb b/app/controllers/users_controller.rb
index 129a90c0..39555b59 100644
--- a/app/controllers/users_controller.rb
+++ b/app/controllers/users_controller.rb
@@ -27,7 +27,8 @@ class UsersController < ApplicationController
     existing_user = User.accessible_by(current_ability).find_by(email: @user.email)
 
     if existing_user
-      if existing_user.archived_at? && authorize!(:manage, existing_user) && authorize!(:manage, @user.account)
+      if existing_user.archived_at? &&
+         current_ability.can?(:manage, existing_user) && current_ability.can?(:manage, @user.account)
         existing_user.assign_attributes(@user.slice(:first_name, :last_name, :role, :account_id))
         existing_user.archived_at = nil
         @user = existing_user