view only party

app/controllers/api/submission_documents_controller.rb

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

app/controllers/api/submissions_controller.rb

@@ -80,8 +80,9 @@ module Api
       Submissions.send_signature_requests(submissions)
 
       submissions.each do |submission|
-        if submission.submitters.all?(&:completed_at?) && Submissions.maybe_update_completed_at(submission)
-          last_submitter = submission.submitters.max_by(&:completed_at)
+        if submission.submitters.all? { |s| s.viewer? || s.completed_at? } &&
+           Submissions.maybe_update_completed_at(submission)
+          last_submitter = submission.submitters.reject(&:viewer?).max_by(&:completed_at)
         end
 
         submission.submitters.each do |submitter|

app/controllers/submissions_controller.rb

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

app/controllers/submit_form_controller.rb

@@ -71,6 +71,12 @@ class SubmitFormController < ApplicationController
                     status: :unprocessable_content
     end
 
+    if @submitter.viewer?
+      Rollbar.warning("Submit viewer: #{@submitter.id}") if defined?(Rollbar)
+
+      return render json: { error: I18n.t('form_is_view_only') }, status: :unprocessable_content
+    end
+
     Submitters::SubmitValues.call(@submitter, params, request)
 
     head :ok

app/controllers/submit_form_decline_controller.rb

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

app/controllers/submit_form_delegate_controller.rb

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

app/controllers/submit_form_draw_signature_controller.rb

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

app/controllers/submit_form_invite_controller.rb

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

app/controllers/submitters_controller.rb

@@ -58,7 +58,7 @@ class SubmittersController < ApplicationController
     if params[:send_email] == '1' && submitter.email.present?
       is_sent_recently = Docuseal.multitenant? &&
                          EmailEvent.exists?(email: submitter.email,
-                                            tag: 'submitter_invitation',
+                                            tag: %w[submitter_invitation submitter_view_invitation],
                                             emailable: submitter,
                                             event_type: 'send',
                                             created_at: 4.hours.ago..Time.current)

app/controllers/templates_preferences_controller.rb

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

app/javascript/submission_form/form.vue

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

app/javascript/template_builder/builder.vue

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

app/jobs/process_submitter_completion_job.rb

@@ -13,7 +13,12 @@ class ProcessSubmitterCompletionJob
       if params.key?('is_last')
         params['is_last']
       else
-        !submission.submitters.exists?(completed_at: nil) &&
+        viewer_uuids = submission.template_submitters.to_a.filter_map { |s| s['uuid'] if s['is_viewer'] }
+
+        incomplete = submission.submitters.where(completed_at: nil)
+        incomplete = incomplete.where.not(uuid: viewer_uuids) if viewer_uuids.present?
+
+        !incomplete.exists? &&
           submitter.completed_at == submission.submitters.maximum(:completed_at)
       end
 
@@ -33,7 +38,9 @@ class ProcessSubmitterCompletionJob
 
     if !submission.completed_at && submission.submitters_order_preserved? && params['send_invitation_email'] != false &&
        Submission.exists?(id: submission.id, completed_at: nil)
-      enqueue_next_submitter_request_notification(submitter)
+      next_submitters = enqueue_next_submitter_request_notification(submitter)
+
+      enqueue_next_submitter_viewer_notification(submission, next_submitters) unless is_last
     end
 
     enqueue_completed_webhooks(submitter, is_last:)
@@ -145,7 +152,7 @@ class ProcessSubmitterCompletionJob
     return if configs.value['enabled'] == false
 
     to = submitter.submission.submitters.reject { |e| e.preferences['send_email'] == false }
-                  .sort_by(&:completed_at).select(&:email?).map(&:friendly_name)
+                  .sort_by { |e| e.completed_at || Time.current }.select(&:email?).map(&:friendly_name)
 
     return if to.blank?
 
@@ -165,9 +172,9 @@ class ProcessSubmitterCompletionJob
     bcc.to_s.scan(User::EMAIL_REGEXP)
   end
 
-  def enqueue_next_submitter_request_notification(submitter)
+  def enqueue_next_submitter_request_notification(submitter) # rubocop:disable Metrics/PerceivedComplexity
     submission = submitter.submission
-    submitters_index = submission.submitters.index_by(&:uuid)
+    submitters_index = submission.submitters.reject(&:viewer?).index_by(&:uuid)
 
     next_submitter_items =
       if submission.template_submitters.any? { |s| s['order'] }
@@ -196,5 +203,43 @@ class ProcessSubmitterCompletionJob
     next_submitters = submitters_index.values_at(*Array.wrap(next_submitter_items).pluck('uuid')).compact
 
     Submitters.send_signature_requests(next_submitters)
+
+    next_submitters
+  end
+
+  def enqueue_next_submitter_viewer_notification(submission, next_submitters)
+    viewers = submission.submitters.select(&:viewer?)
+
+    return [] if viewers.blank?
+
+    next_submitter_uuids = next_submitters.to_set(&:uuid)
+    viewers_index = viewers.index_by(&:uuid)
+
+    next_viewers =
+      if submission.template_submitters.any? { |s| s['order'] }
+        next_orders = submission.template_submitters
+                                .select { |s| next_submitter_uuids.include?(s['uuid']) }
+                                .pluck('order')
+
+        submission.template_submitters.filter_map do |s|
+          viewers_index[s['uuid']] if next_orders.include?(s['order'])
+        end
+      else
+        preceding_submitter_uuid = nil
+
+        submission.template_submitters.filter_map do |template_submitter|
+          viewer = viewers_index[template_submitter['uuid']]
+
+          if viewer
+            viewer if next_submitter_uuids.include?(preceding_submitter_uuid)
+          else
+            preceding_submitter_uuid = template_submitter['uuid']
+
+            nil
+          end
+        end
+      end
+
+    Submitters.send_signature_requests(next_viewers)
   end
 end

app/jobs/send_submitter_invitation_email_job.rb

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

app/mailers/submitter_mailer.rb

@@ -45,6 +45,45 @@ class SubmitterMailer < ApplicationMailer
     end
   end
 
+  def invitation_view_email(submitter)
+    @current_account = submitter.submission.account
+    @submitter = submitter
+
+    if submitter.preferences['email_message_uuid']
+      @email_message = submitter.account.email_messages.find_by(uuid: submitter.preferences['email_message_uuid'])
+    end
+
+    template_submitters_index = @email_message.blank? ? build_submitter_preferences_index(@submitter) : {}
+
+    @body = @email_message&.normalized_body.presence ||
+            @submitter.template&.preferences&.dig('invitation_view_email_body').presence ||
+            template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence
+
+    @subject = @email_message&.subject.presence ||
+               @submitter.template&.preferences&.dig('invitation_view_email_subject').presence ||
+               template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence
+
+    @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY)
+    @body ||= fetch_config_email_body(@email_config, @submitter)
+
+    assign_message_metadata('submitter_view_invitation', @submitter)
+
+    reply_to = build_submitter_reply_to(@submitter, email_config: @email_config)
+
+    maybe_set_custom_domain(@submitter)
+
+    I18n.with_locale(@current_account.locale) do
+      subject = build_invite_subject(@subject, @email_config, submitter)
+
+      mail(
+        to: @submitter.friendly_name,
+        from: from_address_for_submitter(submitter),
+        subject:,
+        reply_to:
+      )
+    end
+  end
+
   def completed_email(submitter, user, to: nil)
     @current_account = submitter.submission.account
     @submitter = submitter
@@ -216,6 +255,8 @@ class SubmitterMailer < ApplicationMailer
   def build_invite_subject(subject, email_config, submitter)
     if email_config || subject
       ReplaceEmailVariables.call(subject || email_config.value['subject'], submitter:)
+    elsif submitter.viewer?
+      I18n.t(:you_are_invited_to_view_a_document)
     elsif submitter.with_signature_fields?
       I18n.t(:you_are_invited_to_sign_a_document)
     else

app/models/account_config.rb

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

app/models/submitter.rb

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

app/views/icons/_file_check.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M14 3v4a1 1 0 0 0 1 1h4" />
+  <path d="M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2" />
+  <path d="M9 15l2 2l4 -4" />
+</svg>

app/views/icons/_file_unknown.html.erb

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

app/views/icons/_writing_off.html.erb

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

app/views/submissions/_detailed_form.html.erb

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

app/views/submissions/_email_form.html.erb

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

app/views/submissions/_send_email_base.html.erb

@@ -38,9 +38,20 @@
   <% end %>
 </div>
 <% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+<% view_config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY) %>
+<% view_template_subject = template&.preferences&.dig('invitation_view_email_subject').presence %>
+<% view_template_body = template&.preferences&.dig('invitation_view_email_body').presence %>
+<% default_subject = template&.preferences&.dig('request_email_subject').presence || config.value['subject'] %>
+<% default_body = template&.preferences&.dig('request_email_body').presence || config.value['body'] %>
+<% is_edit_viewer = local_assigns[:submitter] && local_assigns[:viewer_submitter_uuids].include?(local_assigns[:submitter].uuid) %>
 <div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
   <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template_submitters.size < 5 && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <% if local_assigns[:viewer_submitter_uuids].present? && local_assigns[:submitter].blank? %>
+      <% (template_submitters.pluck('uuid') - local_assigns[:viewer_submitter_uuids].to_a).each do |signer_uuid| %>
+        <%= hidden_field_tag 'email_message_submitter_uuids[]', signer_uuid %>
+      <% end %>
+    <% end %>
     <div class="peer-checked:hidden form-control space-y-2">
       <div class="form-control">
         <div class="flex justify-between">
@@ -51,12 +62,12 @@
             </label>
           <% end %>
         </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || (is_edit_viewer ? view_template_subject : nil) || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || (is_edit_viewer ? view_config.value['subject'] : default_subject), required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
       </div>
       <div class="form-control">
         <%= f.label :message, t('body'), class: 'label' %>
         <% body_variables = AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY] %>
-        <%= render 'personalization_settings/markdown_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
+        <%= render 'personalization_settings/markdown_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || (is_edit_viewer ? view_template_body : nil) || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || (is_edit_viewer ? view_config.value['body'] : default_body), variables: body_variables %>
         <% 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 %>
@@ -81,17 +92,18 @@
           </ul>
         </toggle-visible>
         <% template_submitters.each_with_index do |submitter, index| %>
+          <% is_viewer = local_assigns[:viewer_submitter_uuids].include?(submitter['uuid']) %>
           <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
             <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
               <div class="form-control">
                 <div class="flex justify-between">
                   <%= ff.label :subject, t('subject'), class: 'label' %>
                 </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || (is_viewer ? view_template_subject : nil) || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || (is_viewer ? view_config.value['subject'] : default_subject), required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
               </div>
               <div class="form-control">
                 <%= ff.label :message, t('body'), class: 'label' %>
-                <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
+                <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || (is_viewer ? view_template_body : nil) || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || (is_viewer ? view_config.value['body'] : default_body), variables: body_variables %>
               </div>
             </div>
           <% end %>

app/views/submissions/new.html.erb

@@ -1,6 +1,7 @@
 <% require_phone_2fa = @template.preferences['require_phone_2fa'] == true %>
 <% require_email_2fa = @template.preferences['require_email_2fa'] == true %>
 <% prefillable_fields = @template.fields.select { |f| f['prefillable'] } %>
+<% viewer_submitter_uuids = Set.new(@template.submitters.pluck('uuid')) - Set.new(@template.fields.to_a.pluck('submitter_uuid')) %>
 <% default_tab = cookies.permanent[:add_recipients_tab].presence || 'email' %>
 <% recipient_form_fields = Accounts.load_recipient_form_fields(current_account) if prefillable_fields.blank? %>
 <% can_send_emails = Accounts.can_send_emails?(current_account) %>
@@ -26,18 +27,18 @@
   <div class="px-5 mb-5 mt-4">
     <% unless only_detailed %>
       <div id="email" class="<%= 'hidden' if default_tab != 'email' %>">
-        <%= render 'email_form', template: @template, variables_form:, can_send_emails: %>
+        <%= render 'email_form', template: @template, variables_form:, can_send_emails:, viewer_submitter_uuids: %>
       </div>
       <div id="phone" class="<%= 'hidden' if default_tab != 'phone' %>">
         <%= render 'phone_form', template: @template, variables_form: %>
       </div>
     <% end %>
     <div id="detailed" class="<%= 'hidden' if !only_detailed && default_tab != 'detailed' %>">
-      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form:, can_send_emails: %>
+      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form:, can_send_emails:, viewer_submitter_uuids: %>
     </div>
     <% if with_list %>
       <div id="list" class="hidden">
-        <%= render 'list_form', template: @template, can_send_emails: %>
+        <%= render 'list_form', template: @template, can_send_emails:, viewer_submitter_uuids: %>
       </div>
     <% end %>
     <%= render 'submissions/error' %>

app/views/submissions/show.html.erb

@@ -178,7 +178,7 @@
                   <%= (@submission.template_submitters || @submission.template.submitters).find { |e| e['uuid'] == submitter&.uuid }&.dig('name') || "#{(index + 1).ordinalize} Submitter" %>
                 </span>
               </div>
-              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
+              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !@submission.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
                 <span class="tooltip tooltip-left" data-tip="<%= t('edit') %>">
                   <%= link_to edit_submitter_path(submitter), class: 'shrink-0 inline md:hidden md:group-hover:inline', data: { turbo_frame: 'modal' } do %>
                     <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -211,7 +211,11 @@
               </div>
             <% end %>
             <div class="flex items-center space-x-1 mt-1">
-              <% if @submission.expire_at? && submitter && !submitter.completed_at? %>
+              <% if submitter&.viewer? %>
+                <%= svg_icon(submitter.opened_at? ? 'file_check' : 'file_unknown', class: 'w-5 h-5') %>
+              <% elsif submitter && !submitter.completed_at? && @submission.completed_at? %>
+                <%= svg_icon('writing_off', class: 'w-5 h-5') %>
+              <% elsif @submission.expire_at? && submitter && !submitter.completed_at? %>
                 <%= svg_icon('clock_exclamation', class: 'w-5 h-5') %>
               <% else %>
                 <%= svg_icon('writing', class: 'w-5 h-5') %>
@@ -219,9 +223,19 @@
               <span>
                 <% if submitter&.declined_at? %>
                   <%= t('declined_on_time', time: l(submitter.declined_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                <% elsif submitter&.viewer? %>
+                  <% if submitter.opened_at? %>
+                    <%= t('viewed_on_time', time: l(submitter.opened_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                  <% elsif @submission.completed_at? %>
+                    <%= t('not_viewed') %>
+                  <% else %>
+                    <%= t('not_viewed_yet') %>
+                  <% end %>
                 <% elsif submitter %>
                   <% if submitter.completed_at? %>
                     <%= l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) %>
+                  <% elsif @submission.completed_at? %>
+                    <%= t('not_completed') %>
                   <% elsif @submission.expire_at? %>
                     <% if @submission.expired? %>
                       <%= t(:expired) %>
@@ -244,15 +258,15 @@
                 </span>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && (Docuseal.multitenant? || Accounts.can_send_emails?(current_account)) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && (Docuseal.multitenant? || Accounts.can_send_emails?(current_account)) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <%= button_to button_title(title: submitter.sent_at? ? t('re_send_email') : t('send_email'), disabled_with: t('sending')), submitter_send_email_index_path(submitter), class: 'btn btn-sm btn-primary w-full' %>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <%= render 'submissions/send_sms_button', submitter: %>
             <% end %>
-            <% if signed_in? && submitter && !submitter.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && !submitter.viewer? && !submitter.completed_at? && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <a class="btn btn-sm btn-primary w-full" target="_blank" href="<%= submit_form_path(slug: submitter.slug) %>">
                   <%= t('sign_in_person') %>

app/views/submit_form/show.html.erb

@@ -23,7 +23,7 @@
             <%= @submitter.submission.name || @submitter.submission.template&.name %>
           </h1>
           <div class="flex items-center gap-2 group" style="margin-left: 20px; flex-shrink: 0">
-            <% if @form_configs[:with_decline] %>
+            <% if @form_configs[:with_decline] && !@submitter.viewer? %>
               <modal-button data-target="<%= decline_modal_id = SecureRandom.uuid %>" class="hidden group-has-[.complete-button]:flex">
                 <button type="button" class="btn btn-sm md:!px-5 px-2" aria-label="<%= t(:decline) %>">
                   <span class="hidden md:inline"><%= t(:decline) %></span>
@@ -34,11 +34,11 @@
               </modal-button>
             <% end %>
             <span id="complete_button_container" class="peer contents"></span>
-            <% if @form_configs[:with_delegate] %>
+            <% if @form_configs[:with_delegate] && !@submitter.viewer? %>
               <modal-button data-target="<%= delegate_modal_id = SecureRandom.uuid %>" class="hidden peer-empty:flex">
                 <button id="delegate_button" type="button" class="btn btn-sm !px-5"><%= t(:delegate) %></button>
               </modal-button>
-              <% if @form_configs[:with_decline] %>
+              <% if @form_configs[:with_decline] && !@submitter.viewer? %>
                 <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                   <button id="decline_button" type="button" class="btn btn-sm px-2" aria-label="<%= t(:decline) %>">
                     <%= svg_icon('x', class: 'w-5 h-5') %>
@@ -56,7 +56,7 @@
                 </download-button>
               <% end %>
             <% else %>
-              <% if @form_configs[:with_decline] %>
+              <% if @form_configs[:with_decline] && !@submitter.viewer? %>
                 <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                   <button id="decline_button" type="button" class="btn btn-sm !px-5"><%= t(:decline) %></button>
                 </modal-button>
@@ -77,7 +77,7 @@
           </div>
         </header>
         <scroll-buttons inert class="fixed right-5 top-2 hidden md:flex gap-1 z-50 ease-in-out opacity-0 -translate-y-10 group">
-          <% if @form_configs[:with_decline] %>
+          <% if @form_configs[:with_decline] && !@submitter.viewer? %>
             <modal-button data-target="<%= decline_modal_id %>" class="hidden group-has-[.complete-button]:flex">
               <button type="button" class="btn btn-sm px-2" aria-label="<%= t(:decline) %>">
                 <%= svg_icon('x', class: 'w-5 h-5') %>
@@ -85,7 +85,7 @@
             </modal-button>
           <% end %>
           <span id="complete_button_container_scroll" class="peer contents"></span>
-          <% if @form_configs[:with_delegate] %>
+          <% if @form_configs[:with_delegate] && !@submitter.viewer? %>
             <modal-button data-target="<%= delegate_modal_id %>" class="hidden peer-empty:flex">
               <button id="delegate_button_mobile" type="button" class="btn btn-sm px-0" aria-label="<%= t(:delegate) %>">
                 <span class="min-[1366px]:inline hidden px-3">
@@ -96,7 +96,7 @@
                 </span>
               </button>
             </modal-button>
-            <% if @form_configs[:with_decline] %>
+            <% if @form_configs[:with_decline] && !@submitter.viewer? %>
               <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                 <button id="decline_button_mobile" type="button" class="btn btn-sm px-2" aria-label="<%= t(:decline) %>">
                   <%= svg_icon('x', class: 'w-5 h-5') %>
@@ -104,7 +104,7 @@
               </modal-button>
             <% end %>
           <% else %>
-            <% if @form_configs[:with_decline] %>
+            <% if @form_configs[:with_decline] && !@submitter.viewer? %>
               <modal-button data-target="<%= decline_modal_id %>" class="hidden peer-empty:flex">
                 <button id="decline_button_mobile" type="button" class="btn btn-sm px-0" aria-label="<%= t(:decline) %>">
                   <span class="min-[1366px]:inline hidden px-3">
@@ -177,12 +177,12 @@
     </div>
   </div>
 </div>
-<% if @form_configs[:with_decline] %>
+<% if @form_configs[:with_decline] && !@submitter.viewer? %>
   <%= render 'shared/html_modal', title: t(:decline), uuid: decline_modal_id do %>
     <%= render 'submit_form/decline_form', submitter: @submitter %>
   <% end %>
 <% end %>
-<% if @form_configs[:with_delegate] %>
+<% if @form_configs[:with_delegate] && !@submitter.viewer? %>
   <%= render 'shared/html_modal', title: t(:delegate), uuid: delegate_modal_id do %>
     <%= render 'submit_form/delegate_form', submitter: @submitter %>
   <% end %>

app/views/submitter_mailer/invitation_view_email.html.erb

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

app/views/submitters/edit.html.erb

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

app/views/templates_preferences/_recipients.html.erb

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

app/views/templates_preferences/_submitter_invitation_email_form.html.erb

@@ -1,6 +1,9 @@
 <div id="<%= AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY %>_form">
   <% template_email_preferences_values = @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank %>
   <% default_template_email_preferences_values = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body') %>
+  <% viewer_default_email_preferences_values = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY).value.values_at('subject', 'body') %>
+  <% viewer_template_email_preferences_values = @template.preferences.values_at('invitation_view_email_subject', 'invitation_view_email_body').compact_blank.presence %>
+  <% field_submitter_uuids = Set.new(@template.fields.pluck('submitter_uuid')) %>
   <% is_custom_template_email = template_email_preferences_values.present? %>
   <% multiple_submitters = @template.submitters.size > 1 && @template.submitters.size < 5 %>
   <% if is_custom_template_email || @template.preferences['submitters'].to_a.any? %>
@@ -49,7 +52,7 @@
           <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
             <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
             <% submitter_email_preferences_values = submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence %>
-            <% submitter_email_values = submitter_email_preferences_values || template_email_preferences_values.presence || default_template_email_preferences_values %>
+            <% submitter_email_values = field_submitter_uuids.include?(submitter['uuid']) ? (submitter_email_preferences_values || template_email_preferences_values.presence || default_template_email_preferences_values) : (viewer_template_email_preferences_values || submitter_email_preferences_values || viewer_default_email_preferences_values) %>
             <%= hidden_field_tag 'template[preferences][submitters][][uuid]', submitter['uuid'] %>
             <div class="form-control">
               <div class="flex justify-between">

app/views/templates_preferences/_submitter_view_invitation_email_form.html.erb

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

app/views/templates_preferences/show.html.erb

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

config/locales/i18n.yml

@@ -92,16 +92,20 @@ en: &en
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Sign documents with trusted certificate provided by DocuSeal. Your documents and data are never shared with DocuSeal. PDF checksum is provided to generate a trusted signature.
   you_have_been_invited_to_submit_the_name_form: 'You have been invited to submit the "%{name}" form.'
   you_have_been_invited_to_sign_the_name: 'You have been invited to sign the "%{name}".'
+  you_have_been_invited_to_view_the_name: 'You have been invited to view the "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: "Alternatively, you can review and download your copy using the link below:"
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Please check the copy of your "%{name}" in the email attachments.'
   awaiting_completion_by_the_other_party: "Awaiting completion by the other party"
   review_and_sign: Review and Sign
+  view_document: View Document
   review_and_submit: Review and Submit
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: "Please contact us by replying to this email if you have any questions."
   submitter_invitation_sms_body_sign: '{account.name} has invited you to sign a document: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} has invited you to view a document: {submitter.link}'
   verification_code_sms_body: 'Verification code: {code}'
   you_are_invited_to_submit_a_form: 'You are invited to submit a form'
   you_are_invited_to_sign_a_document: 'You are invited to sign a document'
+  you_are_invited_to_view_a_document: 'You are invited to view a document'
   you_are_invited_to_sign_documents: 'You are invited to sign documents'
   your_document_copy: 'Your document copy'
   name_has_been_completed_by_submitters: '"%{name}" has been completed by %{submitters}.'
@@ -115,6 +119,17 @@ en: &en
 
     Please contact us by replying to this email if you have any questions.
 
+    Thanks,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hi there,
+
+    You have been invited to view the "{template.name}".
+
+    [View Document]({submitter.link})
+
+    Please contact us by replying to this email if you have any questions.
+
     Thanks,
     {account.name}
   submitter_completed_email_body: |
@@ -307,6 +322,8 @@ en: &en
   invalid_timeserver: Invalid Timeserver
   email_templates: Email Templates
   signature_request_email: Signature request email
+  view_documents_email: View documents email
+  view_only: View only
   signature_request_reminder_email: Signature request reminder email
   signature_request_sms: Signature Request SMS
   verification_code_sms: Verification Code SMS
@@ -569,6 +586,7 @@ en: &en
   form_has_been_archived: Form has been archived.
   form_has_been_expired: Form has been expired.
   form_has_been_declined: Form has been declined.
+  form_is_view_only: Form is view only.
   file_is_missing: File is missing
   folder_name_has_been_updated: Folder name has been updated.
   unable_to_rename_folder: Unable to rename folder.
@@ -653,6 +671,10 @@ en: &en
   signers: Signers
   not_invited_yet:  Not invited yet
   not_completed_yet: Not completed yet
+  not_completed: Not completed
+  not_viewed_yet: Not viewed yet
+  not_viewed: Not viewed
+  viewed_on_time: 'Viewed on %{time}'
   declined_on_time: 'Declined on %{time}'
   expire_on_time: 'Expire on %{time}'
   sign_in_person: Sign In-person
@@ -1151,15 +1173,19 @@ es: &es
   thanks: Gracias
   you_have_been_invited_to_submit_the_name_form: 'Has sido invitado/a a enviar el formulario "%{name}".'
   you_have_been_invited_to_sign_the_name: 'Has sido invitado/a a firmar el "%{name}".'
+  you_have_been_invited_to_view_the_name: 'Has sido invitado/a a ver el "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: "Alternativamente, puedes revisar y descargar tu copia usando el enlace a continuación:"
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Por favor, revisa la copia de tu "%{name}" en los archivos adjuntos del correo electrónico.'
   review_and_sign: Revisar y Firmar
+  view_document: Ver documento
   review_and_submit: Revisar y Enviar
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: "Por favor, contáctanos respondiendo a este correo si tienes alguna pregunta."
   submitter_invitation_sms_body_sign: '{account.name} te ha invitado a firmar un documento: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} te ha invitado a ver un documento: {submitter.link}'
   verification_code_sms_body: 'Código de verificación: {code}'
   you_are_invited_to_submit_a_form: 'Estás invitado/a a enviar un formulario'
   you_are_invited_to_sign_a_document: 'Estás invitado/a a firmar un documento'
+  you_are_invited_to_view_a_document: 'Estás invitado/a a ver un documento'
   you_are_invited_to_sign_documents: 'Estás invitado/a a firmar documentos'
   your_document_copy: 'Tu copia del documento'
   name_has_been_completed_by_submitters: '"%{name}" ha sido completado por %{submitters}.'
@@ -1173,6 +1199,17 @@ es: &es
 
     Por favor, contáctanos respondiendo a este correo si tienes alguna pregunta.
 
+    Gracias,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hola,
+
+    Has sido invitado/a a ver el "{template.name}".
+
+    [Ver documento]({submitter.link})
+
+    Por favor, contáctanos respondiendo a este correo si tienes alguna pregunta.
+
     Gracias,
     {account.name}
   submitter_completed_email_body: |
@@ -1364,6 +1401,8 @@ es: &es
   invalid_timeserver: Servidor de tiempo inválido
   email_templates: Plantillas de correo electrónico
   signature_request_email: Correo de solicitud de firma
+  view_documents_email: Correo de visualización de documentos
+  view_only: Solo lectura
   signature_request_reminder_email: Correo de recordatorio de solicitud de firma
   signature_request_sms: SMS de solicitud de firma
   verification_code_sms: SMS de código de verificación
@@ -1626,6 +1665,7 @@ es: &es
   form_has_been_archived: El formulario ha sido archivado.
   form_has_been_expired: El formulario ha expirado.
   form_has_been_declined: El formulario ha sido rechazado.
+  form_is_view_only: El formulario es de solo lectura.
   file_is_missing: Falta el archivo
   folder_name_has_been_updated: El nombre de la carpeta ha sido actualizado.
   unable_to_rename_folder: No se pudo renombrar la carpeta.
@@ -1710,6 +1750,10 @@ es: &es
   signers: Firmantes
   not_invited_yet: Aún no invitado
   not_completed_yet: Aún no completado
+  not_completed: No completado
+  not_viewed_yet: Aún no visto
+  not_viewed: No visto
+  viewed_on_time: 'Visto el %{time}'
   declined_on_time: 'Rechazado el %{time}'
   expire_on_time: 'Expira el %{time}'
   sign_in_person: Firma en persona
@@ -2205,15 +2249,19 @@ it: &it
   thanks: Grazie
   you_have_been_invited_to_submit_the_name_form: 'Sei stato invitato a inviare il modulo "%{name}".'
   you_have_been_invited_to_sign_the_name: 'Sei stato invitato a firmare il "%{name}".'
+  you_have_been_invited_to_view_the_name: 'Sei stato invitato a visualizzare il "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: "In alternativa, puoi rivedere e scaricare la tua copia utilizzando il link qui sotto:"
   please_check_the_copy_of_your_name_in_the_email_attachments: "Per favore, controlla la copia del tuo \"%{name}\" negli allegati dell'email."
   review_and_sign: Rivedi e Firma
+  view_document: Visualizza documento
   review_and_submit: Rivedi e Invia
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: "Per favore, contattaci rispondendo a questa email se hai domande."
   submitter_invitation_sms_body_sign: '{account.name} ti ha invitato a firmare un documento: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} ti ha invitato a visualizzare un documento: {submitter.link}'
   verification_code_sms_body: 'Codice di verifica: {code}'
   you_are_invited_to_submit_a_form: 'Sei stato invitato a inviare un modulo'
   you_are_invited_to_sign_a_document: 'Sei stato invitato a firmare un documento'
+  you_are_invited_to_view_a_document: 'Sei stato invitato a visualizzare un documento'
   you_are_invited_to_sign_documents: 'Sei stato invitato a firmare dei documenti'
   your_document_copy: 'La tua copia del documento'
   name_has_been_completed_by_submitters: '"%{name}" è stato completato da %{submitters}.'
@@ -2227,6 +2275,17 @@ it: &it
 
     Per favore, contattaci rispondendo a questa email se hai domande.
 
+    Grazie,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Ciao,
+
+    Sei stato invitato a visualizzare il "{template.name}".
+
+    [Visualizza documento]({submitter.link})
+
+    Per favore, contattaci rispondendo a questa email se hai domande.
+
     Grazie,
     {account.name}
   submitter_completed_email_body: |
@@ -2418,6 +2477,8 @@ it: &it
   invalid_timeserver: Server di timestamp non valido
   email_templates: Modelli email
   signature_request_email: Email di richiesta di firma
+  view_documents_email: Email di visualizzazione documenti
+  view_only: Sola lettura
   signature_request_reminder_email: Email di promemoria di richiesta di firma
   signature_request_sms: SMS di richiesta di firma
   verification_code_sms: SMS con codice di verifica
@@ -2680,6 +2741,7 @@ it: &it
   form_has_been_archived: Il modulo è stato archiviato.
   form_has_been_expired: Il modulo è scaduto.
   form_has_been_declined: Il modulo è stato rifiutato.
+  form_is_view_only: Il modulo è di sola lettura.
   file_is_missing: File mancante
   folder_name_has_been_updated: Il nome della cartella è stato aggiornato.
   unable_to_rename_folder: Impossibile rinominare la cartella.
@@ -2764,6 +2826,10 @@ it: &it
   signers: Firmatari
   not_invited_yet: Non ancora invitato
   not_completed_yet: Non ancora completato
+  not_completed: Non completato
+  not_viewed_yet: Non ancora visualizzato
+  not_viewed: Non visualizzato
+  viewed_on_time: 'Visualizzato il %{time}'
   declined_on_time: 'Rifiutato il %{time}'
   expire_on_time: 'Scade il %{time}'
   sign_in_person: Firma di persona
@@ -3259,15 +3325,19 @@ fr: &fr
   thanks: Merci
   you_have_been_invited_to_submit_the_name_form: Vous avez été invité à soumettre le formulaire "%{name}".
   you_have_been_invited_to_sign_the_name: Vous avez été invité à signer "%{name}".
+  you_have_been_invited_to_view_the_name: Vous avez été invité à consulter "%{name}".
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'Vous pouvez également consulter et télécharger votre exemplaire à l’aide du lien ci‑dessous :'
   please_check_the_copy_of_your_name_in_the_email_attachments: Veuillez vérifier la copie de votre "%{name}" dans les pièces jointes de l’e‑mail.
   review_and_sign: Examiner et signer
+  view_document: Consulter le document
   review_and_submit: Examiner et soumettre
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: Veuillez nous contacter en répondant à cet e‑mail si vous avez des questions.
   submitter_invitation_sms_body_sign: "{account.name} vous a invité à signer un document : {submitter.link}"
+  submitter_invitation_sms_body_view: "{account.name} vous a invité à consulter un document : {submitter.link}"
   verification_code_sms_body: 'Code de vérification : {code}'
   you_are_invited_to_submit_a_form: Vous êtes invité à soumettre un formulaire
   you_are_invited_to_sign_a_document: Vous êtes invité à signer un document
+  you_are_invited_to_view_a_document: Vous êtes invité à consulter un document
   you_are_invited_to_sign_documents: Vous êtes invité à signer des documents
   your_document_copy: Votre copie de document
   name_has_been_completed_by_submitters: '"%{name}" a été complété par %{submitters}.'
@@ -3281,6 +3351,17 @@ fr: &fr
 
     Veuillez nous contacter en répondant à cet e‑mail si vous avez des questions.
 
+    Merci,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Bonjour,
+
+    Vous avez été invité à consulter "{template.name}".
+
+    [Consulter le document]({submitter.link})
+
+    Veuillez nous contacter en répondant à cet e-mail si vous avez des questions.
+
     Merci,
     {account.name}
   submitter_completed_email_body: |
@@ -3472,6 +3553,8 @@ fr: &fr
   invalid_timeserver: Serveur d’horodatage invalide
   email_templates: Modèles d’e‑mail
   signature_request_email: E‑mail de demande de signature
+  view_documents_email: E-mail de consultation des documents
+  view_only: Lecture seule
   signature_request_reminder_email: E‑mail de rappel de demande de signature
   signature_request_sms: SMS de demande de signature
   verification_code_sms: SMS de code de vérification
@@ -3734,6 +3817,7 @@ fr: &fr
   form_has_been_archived: Le formulaire a été archivé.
   form_has_been_expired: Le formulaire a expiré.
   form_has_been_declined: Le formulaire a été refusé.
+  form_is_view_only: Le formulaire est en lecture seule.
   file_is_missing: Fichier manquant
   folder_name_has_been_updated: Le nom du dossier a été mis à jour.
   unable_to_rename_folder: Impossible de renommer le dossier.
@@ -3818,6 +3902,10 @@ fr: &fr
   signers: Signataires
   not_invited_yet: Pas encore invité
   not_completed_yet: Pas encore terminé
+  not_completed: Non terminé
+  not_viewed_yet: Pas encore consulté
+  not_viewed: Non consulté
+  viewed_on_time: Consulté le %{time}
   declined_on_time: Refusé le %{time}
   expire_on_time: Expire le %{time}
   sign_in_person: Signer en personne
@@ -4310,15 +4398,19 @@ pt: &pt
   thanks: Obrigado
   you_have_been_invited_to_submit_the_name_form: 'Você foi convidado a submeter o formulário "%{name}".'
   you_have_been_invited_to_sign_the_name: 'Você foi convidado a assinar "%{name}".'
+  you_have_been_invited_to_view_the_name: 'Você foi convidado a visualizar "%{name}".'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'Você pode revisar e baixar sua cópia usando o link abaixo:'
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Por favor, verifique a cópia de "%{name}" nos anexos do e-mail.'
   review_and_sign: Revisar e assinar
+  view_document: Visualizar documento
   review_and_submit: Revisar e submeter
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: 'Por favor, entre em contato conosco respondendo a este e-mail se você tiver alguma dúvida.'
   submitter_invitation_sms_body_sign: '{account.name} convidou você para assinar um documento: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} convidou você para visualizar um documento: {submitter.link}'
   verification_code_sms_body: 'Código de verificação: {code}'
   you_are_invited_to_submit_a_form: Você foi convidado a submeter um formulário
   you_are_invited_to_sign_a_document: Você foi convidado a assinar um documento
+  you_are_invited_to_view_a_document: Você foi convidado a visualizar um documento
   you_are_invited_to_sign_documents: Você foi convidado a assinar documentos
   your_document_copy: Sua cópia do documento
   name_has_been_completed_by_submitters: '"%{name}" foi concluído por %{submitters}.'
@@ -4332,6 +4424,17 @@ pt: &pt
 
     Por favor, entre em contato conosco respondendo a este e-mail se você tiver alguma dúvida.
 
+    Obrigado,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Olá,
+
+    Você foi convidado a visualizar "{template.name}".
+
+    [Visualizar documento]({submitter.link})
+
+    Por favor, entre em contato conosco respondendo a este e-mail se você tiver alguma dúvida.
+
     Obrigado,
     {account.name}
   submitter_completed_email_body: |
@@ -4523,6 +4626,8 @@ pt: &pt
   invalid_timeserver: Servidor de carimbo de tempo inválido
   email_templates: Modelos de e-mail
   signature_request_email: E-mail de solicitação de assinatura
+  view_documents_email: E-mail de visualização de documentos
+  view_only: Somente leitura
   signature_request_reminder_email: E-mail de lembrete de solicitação de assinatura
   signature_request_sms: SMS de solicitação de assinatura
   verification_code_sms: SMS com código de verificação
@@ -4785,6 +4890,7 @@ pt: &pt
   form_has_been_archived: O formulário foi arquivado.
   form_has_been_expired: O formulário expirou.
   form_has_been_declined: O formulário foi recusado.
+  form_is_view_only: O formulário é somente leitura.
   file_is_missing: O arquivo está ausente
   folder_name_has_been_updated: O nome da pasta foi atualizado.
   unable_to_rename_folder: Não foi possível renomear a pasta.
@@ -4869,6 +4975,10 @@ pt: &pt
   signers: Signatários
   not_invited_yet: Ainda não convidado
   not_completed_yet: Ainda não concluído
+  not_completed: Não concluído
+  not_viewed_yet: Ainda não visualizado
+  not_viewed: Não visualizado
+  viewed_on_time: 'Visualizado em %{time}'
   declined_on_time: 'Recusado em %{time}'
   expire_on_time: 'Expira em %{time}'
   sign_in_person: Assinar pessoalmente
@@ -5362,16 +5472,20 @@ de: &de
   sign_documents_with_trusted_certificate_provided_by_docu_seal_your_documents_and_data_are_never_shared_with_docu_seal_p_d_f_checksum_is_provided_to_generate_a_trusted_signature: Unterzeichnen Sie Dokumente mit einem vertrauenswürdigen Zertifikat von DocuSeal. Ihre Dokumente und Daten werden niemals mit DocuSeal geteilt. Eine PDF-Prüfsumme wird bereitgestellt, um eine vertrauenswürdige Signatur zu generieren.
   you_have_been_invited_to_submit_the_name_form: 'Sie wurden eingeladen, das Formular "%{name}" einzureichen.'
   you_have_been_invited_to_sign_the_name: 'Sie wurden eingeladen, "%{name}" zu unterschreiben.'
+  you_have_been_invited_to_view_the_name: 'Sie wurden eingeladen, "%{name}" anzusehen.'
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'Alternativ können Sie Ihre Kopie über den untenstehenden Link ansehen und herunterladen:'
   please_check_the_copy_of_your_name_in_the_email_attachments: 'Bitte prüfen Sie die Kopie von "%{name}" im E-Mail-Anhang.'
   awaiting_completion_by_the_other_party: "Warten auf die Fertigstellung durch die andere Partei"
   review_and_sign: Prüfen und unterschreiben
+  view_document: Dokument ansehen
   review_and_submit: Prüfen und einreichen
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: 'Bitte kontaktieren Sie uns, indem Sie auf diese E-Mail antworten, falls Sie Fragen haben.'
   submitter_invitation_sms_body_sign: '{account.name} hat Sie eingeladen, ein Dokument zu unterschreiben: {submitter.link}'
+  submitter_invitation_sms_body_view: '{account.name} hat Sie eingeladen, ein Dokument anzusehen: {submitter.link}'
   verification_code_sms_body: 'Verifizierungscode: {code}'
   you_are_invited_to_submit_a_form: Sie sind eingeladen, ein Formular einzureichen
   you_are_invited_to_sign_a_document: Sie sind eingeladen, ein Dokument zu unterschreiben
+  you_are_invited_to_view_a_document: Sie sind eingeladen, ein Dokument anzusehen
   you_are_invited_to_sign_documents: Sie sind eingeladen, Dokumente zu unterschreiben
   your_document_copy: Ihre Dokumentkopie
   name_has_been_completed_by_submitters: '"%{name}" wurde von %{submitters} abgeschlossen.'
@@ -5385,6 +5499,17 @@ de: &de
 
     Bitte kontaktieren Sie uns, indem Sie auf diese E-Mail antworten, falls Sie Fragen haben.
 
+    Danke,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hallo,
+
+    Sie wurden eingeladen, "{template.name}" anzusehen.
+
+    [Dokument ansehen]({submitter.link})
+
+    Bitte kontaktieren Sie uns, indem Sie auf diese E-Mail antworten, falls Sie Fragen haben.
+
     Danke,
     {account.name}
   submitter_completed_email_body: |
@@ -5577,6 +5702,8 @@ de: &de
   invalid_timeserver: Ungültiger Zeitstempelserver
   email_templates: E-Mail-Vorlagen
   signature_request_email: E-Mail für Signaturanfrage
+  view_documents_email: E-Mail zur Dokumentenansicht
+  view_only: Nur Ansicht
   signature_request_reminder_email: E-Mail-Erinnerung für Signaturanfrage
   signature_request_sms: SMS für Signaturanfrage
   verification_code_sms: SMS mit Verifizierungscode
@@ -5839,6 +5966,7 @@ de: &de
   form_has_been_archived: Das Formular wurde archiviert.
   form_has_been_expired: Das Formular ist abgelaufen.
   form_has_been_declined: Das Formular wurde abgelehnt.
+  form_is_view_only: Das Formular ist schreibgeschützt.
   file_is_missing: Datei fehlt
   folder_name_has_been_updated: Der Ordnername wurde aktualisiert.
   unable_to_rename_folder: Der Ordner konnte nicht umbenannt werden.
@@ -5923,6 +6051,10 @@ de: &de
   signers: Unterzeichner
   not_invited_yet: Noch nicht eingeladen
   not_completed_yet: Noch nicht abgeschlossen
+  not_completed: Nicht abgeschlossen
+  not_viewed_yet: Noch nicht angesehen
+  not_viewed: Nicht angesehen
+  viewed_on_time: 'Angesehen am %{time}'
   declined_on_time: 'Abgelehnt am %{time}'
   expire_on_time: 'Läuft ab am %{time}'
   sign_in_person: Vor Ort unterschreiben
@@ -6821,16 +6953,20 @@ nl: &nl
   : Onderteken documenten met een vertrouwd certificaat geleverd door DocuSeal. Uw documenten en gegevens worden nooit gedeeld met DocuSeal. PDF-checksum wordt verstrekt om een vertrouwde handtekening te genereren.
   you_have_been_invited_to_submit_the_name_form: U bent uitgenodigd om het formulier "%{name}" in te dienen.
   you_have_been_invited_to_sign_the_name: U bent uitgenodigd om "%{name}" te ondertekenen.
+  you_have_been_invited_to_view_the_name: U bent uitgenodigd om "%{name}" te bekijken.
   alternatively_you_can_review_and_download_your_copy_using_the_link_below: 'U kunt uw exemplaar ook bekijken en downloaden via de onderstaande link:'
   please_check_the_copy_of_your_name_in_the_email_attachments: Controleer de kopie van uw "%{name}" in de e-mailbijlagen.
   awaiting_completion_by_the_other_party: In afwachting van voltooiing door de andere partij
   review_and_sign: Bekijken en ondertekenen
+  view_document: Document bekijken
   review_and_submit: Bekijken en indienen
   please_contact_us_by_replying_to_this_email_if_you_have_any_questions: Neem contact met ons op door op deze e-mail te antwoorden als u vragen heeft.
   submitter_invitation_sms_body_sign: "{account.name} heeft u uitgenodigd om een document te ondertekenen: {submitter.link}"
+  submitter_invitation_sms_body_view: "{account.name} heeft u uitgenodigd om een document te bekijken: {submitter.link}"
   verification_code_sms_body: 'Verificatiecode: {code}'
   you_are_invited_to_submit_a_form: U bent uitgenodigd om een formulier in te dienen
   you_are_invited_to_sign_a_document: U bent uitgenodigd om een document te ondertekenen
+  you_are_invited_to_view_a_document: U bent uitgenodigd om een document te bekijken
   you_are_invited_to_sign_documents: U bent uitgenodigd om documenten te ondertekenen
   your_document_copy: Uw documentkopie
   name_has_been_completed_by_submitters: '"%{name}" is voltooid door %{submitters}.'
@@ -6844,6 +6980,17 @@ nl: &nl
 
     Neem contact met ons op door op deze e-mail te antwoorden als u vragen heeft.
 
+    Bedankt,
+    {account.name}
+  submitter_invitation_email_view_body: |
+    Hallo,
+
+    U bent uitgenodigd om "{template.name}" te bekijken.
+
+    [Document bekijken]({submitter.link})
+
+    Neem contact met ons op door op deze e-mail te antwoorden als u vragen heeft.
+
     Bedankt,
     {account.name}
   submitter_completed_email_body: |
@@ -7036,6 +7183,8 @@ nl: &nl
   invalid_timeserver: Ongeldige tijdserver
   email_templates: E-mailsjablonen
   signature_request_email: E-mail voor handtekeningverzoek
+  view_documents_email: E-mail voor documentweergave
+  view_only: Alleen bekijken
   signature_request_reminder_email: E-mailherinnering voor handtekeningverzoek
   signature_request_sms: SMS voor handtekeningverzoek
   verification_code_sms: Verificatiecode-SMS
@@ -7298,6 +7447,7 @@ nl: &nl
   form_has_been_archived: Formulier is gearchiveerd.
   form_has_been_expired: Formulier is verlopen.
   form_has_been_declined: Formulier is geweigerd.
+  form_is_view_only: Formulier is alleen-lezen.
   file_is_missing: Bestand ontbreekt
   folder_name_has_been_updated: Mapnaam is bijgewerkt.
   unable_to_rename_folder: Kan map niet hernoemen.
@@ -7382,6 +7532,10 @@ nl: &nl
   signers: Ondertekenaars
   not_invited_yet: Nog niet uitgenodigd
   not_completed_yet: Nog niet voltooid
+  not_completed: Niet voltooid
+  not_viewed_yet: Nog niet bekeken
+  not_viewed: Niet bekeken
+  viewed_on_time: Bekeken op %{time}
   declined_on_time: Geweigerd op %{time}
   expire_on_time: Verloopt op %{time}
   sign_in_person: In persoon ondertekenen

lib/submissions.rb

@@ -6,7 +6,10 @@ module Submissions
   module_function
 
   def maybe_update_completed_at(submission)
-    incomplete_submitter = Submitter.where(submission_id: submission.id, completed_at: nil).select(1)
+    viewer_uuids = submission.template_submitters.to_a.filter_map { |s| s['uuid'] if s['is_viewer'] }
+
+    incomplete_submitter = Submitter.where(submission_id: submission.id, completed_at: nil).limit(1)
+    incomplete_submitter = incomplete_submitter.where.not(uuid: viewer_uuids) if viewer_uuids.present?
 
     max_completed_at =
       Arel::Nodes::Grouping.new(
@@ -16,7 +19,7 @@ module Submissions
       )
 
     Submission.where(id: submission.id, completed_at: nil)
-              .where.not(incomplete_submitter.arel.exists)
+              .where.not(incomplete_submitter.select(1).arel.exists)
               .update_all(completed_at: max_completed_at)
               .positive?
   end
@@ -124,6 +127,8 @@ module Submissions
 
       Submissions::CreateFromSubmitters.maybe_set_dynamic_documents(submission)
 
+      Submissions::CreateFromSubmitters.assign_submitters_is_viewer(submission)
+
       submission.save!
 
       if submission.expire_at?
@@ -163,15 +168,29 @@ module Submissions
 
         Submitters.send_signature_requests(first_submitters, delay_seconds:)
       elsif submission.submitters_order_preserved?
-        first_submitter = template_submitters.filter_map { |s| submitters_index[s['uuid']] }.first
+        first_submitter = template_submitters.filter_map { |s| submitters_index[s['uuid']] }.find { |s| !s.viewer? }
+
+        if first_submitter
+          first_viewers = find_first_viewers(first_submitter, submitters_index)
 
-        Submitters.send_signature_requests([first_submitter], delay_seconds:) if first_submitter
+          Submitters.send_signature_requests([first_submitter, *first_viewers], delay_seconds:)
+        end
       else
         Submitters.send_signature_requests(submitters_index.values, delay_seconds:)
       end
     end
   end
 
+  def find_first_viewers(first_submitter, submitters_index)
+    first_submitter.submission.template_submitters.each_with_object([]) do |s, viewers|
+      submitter = submitters_index[s['uuid']]
+
+      break viewers if submitter && !submitter.viewer? && submitter != first_submitter
+
+      viewers << submitter if submitter&.viewer?
+    end
+  end
+
   def normalize_email(email)
     return if email.blank?
     return if email.is_a?(Numeric)

lib/submissions/assign_defined_submitters.rb

@@ -10,6 +10,8 @@ module Submissions
       assign_defined_submitters(submission)
       assign_linked_submitters(submission)
 
+      Submissions::CreateFromSubmitters.assign_submitters_is_viewer(submission)
+
       submission
     end
 

lib/submissions/create_from_submitters.rb

@@ -90,6 +90,8 @@ module Submissions
 
         maybe_add_invite_submitters(submission, template, attrs[:submitters])
 
+        assign_submitters_is_viewer(submission)
+
         submission.template = nil unless with_template
 
         submission.tap(&:save!)
@@ -100,6 +102,34 @@ module Submissions
       submissions
     end
 
+    def assign_submitters_is_viewer(submission)
+      template_fields = submission.template_fields || submission.template.fields
+      field_submitter_uuids = Set.new(template_fields.pluck('submitter_uuid'))
+
+      viewer_template_submitters =
+        submission.template_submitters.select { |s| field_submitter_uuids.exclude?(s['uuid']) }
+
+      return submission if viewer_template_submitters.blank?
+
+      viewer_template_submitters.each { |s| s['is_viewer'] = true }
+
+      return submission if submission.template_submitters.any? { |s| s['order'] }
+
+      first_submitter = submission.submitters.find(&:sent_at)
+
+      return submission unless first_submitter
+
+      submitters_index = submission.submitters.reject(&:completed_at?).index_by(&:uuid)
+
+      Submissions.find_first_viewers(first_submitter, submitters_index).each do |viewer|
+        next if viewer.preferences['send_email'] == false || viewer.email.blank?
+
+        viewer.sent_at ||= first_submitter.sent_at
+      end
+
+      submission
+    end
+
     def maybe_set_dynamic_documents(submission)
       return submission unless submission.template_id?
 

lib/submissions/generate_audit_trail.rb

@@ -282,6 +282,9 @@ module Submissions
           [
             composer.document.layout.formatted_text_box(
               [
+                submitter.viewer? && {
+                  text: "#{I18n.t('view_only')}\n"
+                },
                 submitter.email && (click_email_event || verify_email_event) && {
                   text: "#{I18n.t('email_verification')}: #{I18n.t('verified')}\n"
                 },

lib/submissions/generate_result_attachments.rb

@@ -996,7 +996,8 @@ module Submissions
     end
 
     def single_sign_reason(submitter)
-      signers = submitter.submission.submitters.sort_by(&:completed_at).map { |s| s.email || s.name || s.phone }
+      signers = submitter.submission.submitters.reject(&:viewer?)
+                         .sort_by(&:completed_at).map { |s| s.email || s.name || s.phone }
 
       format(SIGN_REASON, name: signers.reverse.join(', '))
     end
@@ -1015,7 +1016,7 @@ module Submissions
 
       return sign_reason(reason_name) if config.value == 'multiple'
 
-      if !submitter.submission.submitters.exists?(completed_at: nil) &&
+      if submitter.submission.completed_at? &&
          submitter.completed_at == submitter.submission.submitters.maximum(:completed_at)
         return single_sign_reason(submitter)
       end

lib/submitters.rb

@@ -177,6 +177,7 @@ module Submitters
     end
   end
 
+  # rubocop:disable Metrics
   def current_submitter_order?(submitter)
     submission = submitter.submission
 
@@ -189,6 +190,14 @@ module Submitters
         current_group_index = submitter_groups.find_index { |_, group| group.any? { |s| s['uuid'] == submitter.uuid } }
 
         submitter_groups.first(current_group_index).flat_map(&:last)
+      elsif submitter.viewer?
+        current_index = submitter_items.find_index { |e| e['uuid'] == submitter.uuid }
+
+        preceding_submitter_index = submitter_items[0...current_index].rindex do |e|
+          !submission.submitters.find { |s| s.uuid == e['uuid'] }&.viewer?
+        end
+
+        submitter_items.first(preceding_submitter_index || 0)
       else
         submitter_items.first(submitter_items.find_index { |e| e['uuid'] == submitter.uuid })
       end
@@ -196,9 +205,10 @@ module Submitters
     before_items.all? do |item|
       submitter = submission.submitters.find { |e| e.uuid == item['uuid'] }
 
-      submitter.nil? || submitter.completed_at?
+      submitter.nil? || submitter.viewer? || submitter.completed_at?
     end
   end
+  # rubocop:enable Metrics
 
   def build_document_filename(submitter, blob, filename_format)
     return blob.filename.to_s if filename_format.blank?

spec/requests/forms_spec.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+describe 'Submit Form' do
+  let(:account) { create(:account) }
+  let(:author) { create(:user, account:) }
+  let(:template) { create(:template, account:, author:, submitter_count: 2, only_field_types: %w[text]) }
+  let(:viewer_uuid) { template.submitters.second['uuid'] }
+  let(:submission) do
+    create(:submission, :with_submitters, template:).tap do |s|
+      s.update!(template_submitters: s.template_submitters.map do |ts|
+        ts['uuid'] == viewer_uuid ? ts.merge('is_viewer' => true) : ts
+      end)
+    end
+  end
+  let(:viewer) { submission.submitters.find { |e| e.uuid == viewer_uuid } }
+
+  describe 'PUT /s/:slug' do
+    it 'blocks form submission for a view-only party' do
+      put submit_form_path(slug: viewer.slug), params: { completed: 'true' }
+
+      expect(response).to have_http_status(:unprocessable_content)
+      expect(response.parsed_body['error']).to eq(I18n.t('form_is_view_only'))
+    end
+  end
+end

spec/requests/submissions_spec.rb

@@ -259,6 +259,35 @@ describe 'Submission API' do
     end
   end
 
+  describe 'view-only (CC) party' do
+    let(:viewer_template) { create(:template, account:, author:, submitter_count: 2, only_field_types: %w[text]) }
+    let(:viewer_uuid) { viewer_template.submitters.second['uuid'] }
+
+    before do
+      viewer_template.update!(fields: viewer_template.fields.reject { |f| f['submitter_uuid'] == viewer_uuid })
+    end
+
+    it 'stamps the field-less party as view-only on POST /api/submissions' do
+      post '/api/submissions', headers: { 'x-auth-token': author.access_token.token }, params: {
+        template_id: viewer_template.id,
+        submitters: [
+          { role: 'First Party', email: 'signer@example.com' },
+          { role: 'Second Party', email: 'viewer@example.com' }
+        ]
+      }.to_json
+
+      expect(response).to have_http_status(:ok)
+
+      submission = Submission.last
+      viewer = submission.submitters.find { |e| e.uuid == viewer_uuid }
+      signer = submission.submitters.find { |e| e.uuid != viewer_uuid }
+
+      expect(viewer.viewer?).to be(true)
+      expect(signer.viewer?).to be(false)
+      expect(submission.template_submitters.find { |e| e['uuid'] == viewer_uuid }['is_viewer']).to be(true)
+    end
+  end
+
   private
 
   def index_submission_body(submission)

spec/system/signing_form_spec.rb

@@ -1317,4 +1317,27 @@ RSpec.describe 'Signing Form' do
       expect(field_value(submitter, 'First Name')).to eq 'John Doe'
     end
   end
+
+  context 'when a view-only party opens the form' do
+    let(:template) { create(:template, account:, author:, submitter_count: 2, only_field_types: %w[text]) }
+    let(:viewer_uuid) { template.submitters.second['uuid'] }
+    let(:submission) do
+      create(:submission, template:).tap do |s|
+        s.update!(
+          template_fields: s.template_fields.reject { |f| f['submitter_uuid'] == viewer_uuid },
+          template_submitters: s.template_submitters.map do |ts|
+            ts['uuid'] == viewer_uuid ? ts.merge('is_viewer' => true) : ts
+          end
+        )
+      end
+    end
+    let(:viewer) { create(:submitter, submission:, uuid: viewer_uuid, account:, email: 'viewer@example.com') }
+
+    it 'opens the document form read-only for a view-only party' do
+      visit submit_form_path(slug: viewer.slug)
+
+      expect(page).to have_content(template.name)
+      expect(page).to have_no_css('#form_container')
+    end
+  end
 end