one-off submission

app/controllers/api/submissions_controller.rb

@@ -183,7 +183,7 @@ module Api
     def submissions_params
       permitted_attrs = [
         :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
-        :expire_at,
+        :expire_at, :name,
         {
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,

app/controllers/api/templates_clone_controller.rb

@@ -21,12 +21,13 @@ module Api
       )
 
       cloned_template.source = :api
-      cloned_template.save!
 
       schema_documents = Templates::CloneAttachments.call(template: cloned_template,
                                                           original_template: @template,
                                                           documents: params[:documents])
 
+      cloned_template.save!
+
       WebhookUrls.for_account_id(cloned_template.account_id, 'template.created').each do |webhook_url|
         SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => cloned_template.id,
                                                            'webhook_url_id' => webhook_url.id)

app/controllers/start_form_controller.rb

@@ -142,7 +142,7 @@ class StartFormController < ApplicationController
   end
 
   def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
   end
 
   def submitter_params

app/controllers/submissions_archived_controller.rb

@@ -4,7 +4,7 @@ class SubmissionsArchivedController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
                                .preload(:template_accesses, :created_by_user, template: :author)

app/controllers/submissions_dashboard_controller.rb

@@ -4,7 +4,7 @@ class SubmissionsDashboardController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })

app/controllers/submit_form_controller.rb

@@ -8,6 +8,7 @@ class SubmitFormController < ApplicationController
   skip_authorization_check
 
   before_action :load_submitter, only: %i[show update completed]
+  before_action :maybe_render_locked_page, only: :show
 
   CONFIG_KEYS = [].freeze
 
@@ -15,19 +16,14 @@ class SubmitFormController < ApplicationController
     submission = @submitter.submission
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
-    return render :archived if submission.template.archived_at? ||
-                               submission.archived_at? ||
-                               @submitter.account.archived_at?
-    return render :expired if submission.expired?
-    return render :declined if @submitter.declined_at?
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
     return render :awaiting if (@form_configs[:enforce_signing_order] ||
-                                submission.template.preferences['submitters_order'] == 'preserved') &&
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
                                !Submitters.current_submitter_order?(@submitter)
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(submission)
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
@@ -54,7 +50,7 @@ class SubmitFormController < ApplicationController
       return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_entity
     end
 
-    if @submitter.template.archived_at? || @submitter.submission.archived_at?
+    if @submitter.template&.archived_at? || @submitter.submission.archived_at?
       return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_entity
     end
 
@@ -84,6 +80,15 @@ class SubmitFormController < ApplicationController
 
   private
 
+  def maybe_render_locked_page
+    return render :archived if @submitter.submission.template&.archived_at? ||
+                               @submitter.submission.archived_at? ||
+                               @submitter.account.archived_at?
+    return render :expired if @submitter.submission.expired?
+
+    render :declined if @submitter.declined_at?
+  end
+
   def load_submitter
     @submitter = Submitter.find_by!(slug: params[:slug] || params[:submit_form_slug])
   end

app/controllers/submit_form_decline_controller.rb

@@ -11,7 +11,7 @@ class SubmitFormDeclineController < ApplicationController
                                                            submitter.completed_at? ||
                                                            submitter.submission.archived_at? ||
                                                            submitter.submission.expired? ||
-                                                           submitter.submission.template.archived_at?
+                                                           submitter.submission.template&.archived_at?
 
     ApplicationRecord.transaction do
       submitter.update!(declined_at: Time.current)

app/controllers/submit_form_download_controller.rb

@@ -14,7 +14,7 @@ class SubmitFormDownloadController < ApplicationController
     return head :unprocessable_entity if @submitter.declined_at? ||
                                          @submitter.submission.archived_at? ||
                                          @submitter.submission.expired? ||
-                                         @submitter.submission.template.archived_at?
+                                         @submitter.submission.template&.archived_at?
 
     last_completed_submitter = @submitter.submission.submitters
                                          .where.not(id: @submitter.id)
@@ -25,7 +25,7 @@ class SubmitFormDownloadController < ApplicationController
       if last_completed_submitter
         Submitters.select_attachments_for_download(last_completed_submitter)
       else
-        @submitter.submission.template.schema_documents.preload(:blob)
+        @submitter.submission.schema_documents.preload(:blob)
       end
 
     urls = attachments.map do |attachment|

app/controllers/submitters_resubmit_controller.rb

@@ -6,13 +6,15 @@ class SubmittersResubmitController < ApplicationController
   def update
     return redirect_to submit_form_path(slug: @submitter.slug) if @submitter.email != current_user.email
 
-    submission = @submitter.template.submissions.new(created_by_user: current_user,
-                                                     submitters_order: :preserved,
-                                                     **@submitter.submission.slice(:template_fields,
-                                                                                   :account_id,
-                                                                                   :template_schema,
-                                                                                   :template_submitters,
-                                                                                   :preferences))
+    submission = @submitter.account.submissions.new(created_by_user: current_user,
+                                                    submitters_order: :preserved,
+                                                    **@submitter.submission.slice(:template_fields,
+                                                                                  :account_id,
+                                                                                  :name,
+                                                                                  :template_id,
+                                                                                  :template_schema,
+                                                                                  :template_submitters,
+                                                                                  :preferences))
 
     @submitter.submission.submitters.each do |submitter|
       new_submitter = submission.submitters.new(submitter.slice(:uuid, :email, :phone, :name,
@@ -27,6 +29,10 @@ class SubmittersResubmitController < ApplicationController
 
     submission.save!
 
+    @submitter.submission.documents_attachments.each do |attachment|
+      submission.documents_attachments.create!(uuid: attachment.uuid, blob_id: attachment.blob_id)
+    end
+
     redirect_to submit_form_path(slug: @new_submitter.slug)
   end
 

app/controllers/templates_form_preview_controller.rb

@@ -13,7 +13,7 @@ class TemplatesFormPreviewController < ApplicationController
 
     @submitter.submission.submitters = @template.submitters.map { |item| Submitter.new(uuid: item['uuid']) }
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(@submitter.submission)
 
     @attachments_index = ActiveStorage::Attachment.where(record: @submitter.submission.submitters, name: :attachments)
                                                   .preload(:blob).index_by(&:uuid)

app/jobs/generate_attachment_preview_job.rb

@@ -0,0 +1,21 @@
+# frozen_string_literal: true
+
+class GenerateAttachmentPreviewJob
+  include Sidekiq::Job
+
+  InvalidFormat = Class.new(StandardError)
+
+  sidekiq_options queue: :images
+
+  def perform(params = {})
+    attachment = ActiveStorage::Attachment.find(params['attachment_id'])
+
+    if attachment.content_type == Templates::ProcessDocument::PDF_CONTENT_TYPE
+      Templates::ProcessDocument.generate_pdf_preview_images(attachment, attachment.download)
+    elsif attachment.image?
+      Templates::ProcessDocument.generate_preview_image(attachment, attachment.download)
+    else
+      raise InvalidFormat, attachment.id
+    end
+  end
+end

app/jobs/process_submission_expired_job.rb

@@ -7,7 +7,7 @@ class ProcessSubmissionExpiredJob
     submission = Submission.find(params['submission_id'])
 
     return if submission.archived_at?
-    return if submission.template.archived_at?
+    return if submission.template&.archived_at?
     return if submission.submitters.where.not(declined_at: nil).exists?
     return unless submission.submitters.exists?(completed_at: nil)
 

app/jobs/process_submitter_completion_job.rb

@@ -82,7 +82,7 @@ class ProcessSubmitterCompletionJob
     user = submission.created_by_user || submitter.template.author
 
     if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false &&
-       submitter.template.preferences['completed_notification_email_enabled'] != false
+       submitter.template&.preferences&.dig('completed_notification_email_enabled') != false
       if submission.submitters.map(&:email).exclude?(user.email) &&
          user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false &&
          user.role != 'integration'
@@ -98,7 +98,7 @@ class ProcessSubmitterCompletionJob
   end
 
   def maybe_enqueue_copy_emails(submitter)
-    return if submitter.template.preferences['documents_copy_email_enabled'] == false
+    return if submitter.template&.preferences&.dig('documents_copy_email_enabled') == false
 
     configs = AccountConfigs.find_or_initialize_for_key(submitter.account,
                                                         AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
@@ -119,7 +119,7 @@ class ProcessSubmitterCompletionJob
 
   def build_bcc_addresses(submission)
     bcc = submission.preferences['bcc_completed'].presence ||
-          submission.template.preferences['bcc_completed'].presence ||
+          submission.template&.preferences&.dig('bcc_completed').presence ||
           submission.account.account_configs
                     .find_by(key: AccountConfig::BCC_EMAILS)&.value
 

app/mailers/submitter_mailer.rb

@@ -23,11 +23,11 @@ class SubmitterMailer < ApplicationMailer
 
     @body = @email_message&.body.presence ||
             template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
-            @submitter.template.preferences['request_email_body'].presence
+            @submitter.template&.preferences&.dig('request_email_body').presence
 
     @subject = @email_message&.subject.presence ||
                template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence ||
-               @submitter.template.preferences['request_email_subject'].presence
+               @submitter.template&.preferences&.dig('request_email_subject').presence
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
 
@@ -53,6 +53,8 @@ class SubmitterMailer < ApplicationMailer
     @submission = submitter.submission
     @user = user
 
+    template_preferences = @submission.template&.preferences || {}
+
     Submissions::EnsureResultGenerated.call(submitter)
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
@@ -60,15 +62,15 @@ class SubmitterMailer < ApplicationMailer
     add_completed_email_attachments!(
       submitter,
       with_documents: @email_config&.value&.dig('attach_documents') != false &&
-                      @submitter.template.preferences['completed_notification_email_attach_documents'] != false,
+                      template_preferences['completed_notification_email_attach_documents'] != false,
       with_audit_log: @email_config&.value&.dig('attach_audit_log') != false &&
-                      @submitter.template.preferences['completed_notification_email_attach_audit'] != false
+                      template_preferences['completed_notification_email_attach_audit'] != false
     )
 
-    @subject = @submitter.template.preferences['completed_notification_email_subject'].presence
+    @subject = template_preferences['completed_notification_email_subject'].presence
     @subject ||= @email_config.value['subject'] if @email_config
 
-    @body = @submitter.template.preferences['completed_notification_email_body'].presence
+    @body = template_preferences['completed_notification_email_body'].presence
     @body ||= @email_config.value['body'] if @email_config
 
     assign_message_metadata('submitter_completed', @submitter)
@@ -97,7 +99,7 @@ class SubmitterMailer < ApplicationMailer
            to: user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name,
            reply_to: @submitter.friendly_name,
            subject: I18n.t(:name_declined_by_submitter,
-                           name: @submission.template.name.truncate(20),
+                           name: (@submission.name || @submission.template.name).truncate(20),
                            submitter: @submitter.name || @submitter.email || @submitter.phone))
     end
   end
@@ -107,22 +109,24 @@ class SubmitterMailer < ApplicationMailer
     @submitter = submitter
     @sig = submitter.signed_id(expires_in: SIGN_TTL, purpose: :download_completed) if sig
 
+    template_preferences = @submitter.template&.preferences || {}
+
     Submissions::EnsureResultGenerated.call(@submitter)
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
     add_completed_email_attachments!(
       submitter,
-      with_documents: @submitter.template.preferences['documents_copy_email_attach_documents'] != false &&
-                                 (@email_config.nil? || @email_config.value['attach_documents'] != false),
-      with_audit_log: @submitter.template.preferences['documents_copy_email_attach_audit'] != false &&
-                                 (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
+      with_documents: template_preferences['documents_copy_email_attach_documents'] != false &&
+                      (@email_config.nil? || @email_config.value['attach_documents'] != false),
+      with_audit_log: template_preferences['documents_copy_email_attach_audit'] != false &&
+                      (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
     )
 
-    @subject = @submitter.template.preferences['documents_copy_email_subject'].presence
+    @subject = template_preferences['documents_copy_email_subject'].presence
     @subject ||= @email_config.value['subject'] if @email_config
 
-    @body = @submitter.template.preferences['documents_copy_email_body'].presence
+    @body = template_preferences['documents_copy_email_body'].presence
     @body ||= @email_config.value['body'] if @email_config
 
     assign_message_metadata('submitter_documents_copy', @submitter)
@@ -130,11 +134,7 @@ class SubmitterMailer < ApplicationMailer
 
     I18n.with_locale(@current_account.locale) do
       subject =
-        if @subject.present?
-          ReplaceEmailVariables.call(@subject, submitter:)
-        else
-          I18n.t(:your_document_copy)
-        end
+        @subject.present? ? ReplaceEmailVariables.call(@subject, submitter:) : I18n.t(:your_document_copy)
 
       mail(from: from_address_for_submitter(submitter),
            to: to || @submitter.friendly_name,
@@ -147,7 +147,7 @@ class SubmitterMailer < ApplicationMailer
 
   def build_submitter_reply_to(submitter, email_config: nil, documents_copy_email: nil)
     reply_to = submitter.preferences['reply_to'].presence
-    reply_to ||= submitter.template.preferences['documents_copy_email_reply_to'].presence if documents_copy_email
+    reply_to ||= submitter.template&.preferences&.dig('documents_copy_email_reply_to').presence if documents_copy_email
     reply_to ||= email_config.value['reply_to'].presence if email_config
 
     if reply_to.blank? && (submitter.submission.created_by_user || submitter.template.author)&.email != submitter.email
@@ -212,7 +212,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def build_submitter_preferences_index(submitter)
-    submitter.template.preferences['submitters'].to_a.index_by { |e| e['uuid'] }
+    submitter.template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] }
   end
 
   def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)

app/models/completed_submitter.rb

@@ -13,7 +13,7 @@
 #  account_id    :bigint           not null
 #  submission_id :bigint           not null
 #  submitter_id  :bigint           not null
-#  template_id   :bigint           not null
+#  template_id   :bigint
 #
 # Indexes
 #
@@ -24,7 +24,7 @@ class CompletedSubmitter < ApplicationRecord
   belongs_to :submitter
   belongs_to :submission
   belongs_to :account
-  belongs_to :template
+  belongs_to :template, optional: true
 
   has_many :completed_documents, dependent: :destroy,
                                  primary_key: :submitter_id,

app/models/submission.rb

@@ -7,6 +7,7 @@
 #  id                  :bigint           not null, primary key
 #  archived_at         :datetime
 #  expire_at           :datetime
+#  name                :text
 #  preferences         :text             not null
 #  slug                :string           not null
 #  source              :text             not null
@@ -18,7 +19,7 @@
 #  updated_at          :datetime         not null
 #  account_id          :bigint           not null
 #  created_by_user_id  :bigint
-#  template_id         :bigint           not null
+#  template_id         :bigint
 #
 # Indexes
 #
@@ -33,7 +34,7 @@
 #  fk_rails_...  (template_id => templates.id)
 #
 class Submission < ApplicationRecord
-  belongs_to :template
+  belongs_to :template, optional: true
   belongs_to :account
   belongs_to :created_by_user, class_name: 'User', optional: true
 
@@ -56,6 +57,7 @@ class Submission < ApplicationRecord
   has_one_attached :combined_document
 
   has_many_attached :preview_documents
+  has_many_attached :documents
 
   has_many :template_accesses, primary_key: :template_id, foreign_key: :template_id, dependent: nil, inverse_of: false
 
@@ -96,6 +98,14 @@ class Submission < ApplicationRecord
     expire_at && expire_at <= Time.current
   end
 
+  def schema_documents
+    if template_id?
+      template_schema_documents
+    else
+      documents_attachments
+    end
+  end
+
   def fields_uuid_index
     @fields_uuid_index ||= (template_fields || template.fields).index_by { |f| f['uuid'] }
   end

app/views/start_form/completed.html.erb

@@ -26,7 +26,7 @@
         <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { template_slug: @template.slug, email: params[:email] }, class: 'base-button w-full' %>
       </toggle-submit>
     <% end %>
-    <% if Templates.filter_undefined_submitters(@template).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
+    <% if Templates.filter_undefined_submitters(@template.submitters).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
       <toggle-submit class="block">
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: { email: params[:email] }, resubmit: true }, method: :put, class: 'white-button w-full' %>
       </toggle-submit>

app/views/submissions/show.html.erb

@@ -4,9 +4,9 @@
 <% with_signature_id, is_combined_enabled = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID], value: true).then { |configs| [configs.any? { |e| e.key == AccountConfig::WITH_SIGNATURE_ID }, configs.any? { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }] } %>
 <div style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
-    <a href="<%= signed_in? && @submission.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
+    <a href="<%= signed_in? && @submission.account_id == current_account&.id && @submission.template ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
-      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% @submission.template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
+      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
     </a>
     <div class="space-x-3 flex items-center">
       <% last_submitter = @submission.submitters.to_a.select(&:completed_at?).max_by(&:completed_at) %>
@@ -73,7 +73,7 @@
       <% values = @submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
       <% schema = Submissions.filtered_conditions_schema(@submission, values:) %>
       <% schema.each do |item| %>
-        <% document = @submission.template_schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
+        <% document = @submission.schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
         <a href="#<%= "page-#{document.uuid}-0" %>" onclick="[event.preventDefault(), window[event.target.closest('a').href.split('#')[1]].scrollIntoView({ behavior: 'smooth', block: 'start' })]" class="block cursor-pointer">
           <img src="<%= Docuseal::URL_CACHE.fetch([document.id, document.uuid, 0].join(':'), expires_in: 10.minutes) { document.preview_images.first.url } %>" width="<%= document.preview_images.first.metadata['width'] %>" height="<%= document.preview_images.first.metadata['height'] %>" class="rounded border" loading="lazy">
           <div class="pb-2 pt-1.5 text-center" dir="auto">
@@ -89,7 +89,7 @@
         <% attachments_index = ActiveStorage::Attachment.where(record: @submission.submitters, name: :attachments).preload(:blob).index_by(&:uuid) %>
         <% page_blob_struct = Struct.new(:url, :metadata, keyword_init: true) %>
         <% schema.each do |item| %>
-          <% document = @submission.template_schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
+          <% document = @submission.schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
           <% lazyload_metadata = document.preview_images.first.metadata %>

app/views/submissions_preview/completed.html.erb

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

app/views/submit_form/_submission_form.html.erb

@@ -2,4 +2,4 @@
 <% data_fields = Submissions.filtered_conditions_fields(submitter).to_json %>
 <% invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
 <% optional_invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['optional_invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
-<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template.preferences['completed_redirect_url'] %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template.preferences['completed_message'] || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-optional-invite-submitters="<%= optional_invite_submitters %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template&.preferences&.dig('completed_redirect_url') %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template&.preferences&.dig('completed_message') || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-optional-invite-submitters="<%= optional_invite_submitters %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>

app/views/submit_form/archived.html.erb

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

app/views/submit_form/awaiting.html.erb

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

app/views/submit_form/completed.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div>
-            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
             <p dir="auto" class="text-sm">
               <%= t(@submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(@submitter.completed_at.to_date, format: :long)) %>
             </p>
@@ -23,7 +23,7 @@
         <toggle-submit>
           <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { submitter_slug: @submitter.slug }, class: 'white-button w-full' %>
         </toggle-submit>
-        <% if Templates.filter_undefined_submitters(@submitter.submission.template).size != 1 %>
+        <% if Templates.filter_undefined_submitters(@submitter.submission.template_submitters).size != 1 %>
           <div class="divider uppercase"><%= t('or') %></div>
         <% else %>
           <div class="py-2"></div>
@@ -42,8 +42,8 @@
         </download-button>
       <% end %>
     </div>
-    <% undefined_submitters = Templates.filter_undefined_submitters(@submitter.submission.template) %>
-    <% if undefined_submitters.size == 1 && undefined_submitters.first['uuid'] == @submitter.uuid && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false %>
+    <% undefined_submitters = Templates.filter_undefined_submitters(@submitter.submission.template_submitters) %>
+    <% if undefined_submitters.size == 1 && undefined_submitters.first['uuid'] == @submitter.uuid && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @submitter.template && !@submitter.template.archived_at? %>
       <div class="divider uppercase"><%= t('or') %></div>
       <toggle-submit class="block">
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), resubmit_form_path, params: { resubmit: @submitter.slug }, method: :put, class: 'white-button w-full' %>

app/views/submit_form/declined.html.erb

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

app/views/submit_form/expired.html.erb

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

app/views/submit_form/show.html.erb

@@ -1,4 +1,4 @@
-<% content_for(:html_title, "#{@submitter.submission.template.name} | DocuSeal") %>
+<% content_for(:html_title, "#{@submitter.submission.name || @submitter.submission.template.name} | DocuSeal") %>
 <% content_for(:html_description, "#{@submitter.account.name} has invited you to fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.") %>
 <% fields_index = Templates.build_field_areas_index(@submitter.submission.template_fields || @submitter.submission.template.fields) %>
 <% values = @submitter.submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
@@ -13,7 +13,7 @@
         <%= render('submit_form/banner') %>
         <div id="signing_form_header" class="sticky min-[1230px]:static top-0 z-50 bg-base-100 py-2 px-2 flex items-center md:-mx-[8px]" style="margin-bottom: -16px">
           <div class="text-xl md:text-2xl font-medium focus:text-clip" style="width: 100%; overflow: hidden; text-overflow: ellipsis; white-space: nowrap;">
-            <%= @submitter.submission.template.name %>
+            <%= @submitter.submission.name || @submitter.submission.template.name %>
           </div>
           <div class="flex items-center space-x-2" style="margin-left: 20px; flex-shrink: 0">
             <% if @form_configs[:with_decline] %>
@@ -58,11 +58,11 @@
         </scroll-buttons>
       <% end %>
       <% schema.each do |item| %>
-        <% document = @submitter.submission.template_schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
+        <% document = @submitter.submission.schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
         <div id="document-<%= document.uuid %>">
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
-          <% lazyload_metadata = document.preview_images.last.metadata %>
+          <% lazyload_metadata = document.preview_images.last&.metadata || {} %>
           <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
             <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_uuid, "#{index}.jpg")) %>
             <div class="relative my-4 shadow-md">

app/views/submitter_mailer/completed_email.html.erb

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

app/views/submitter_mailer/declined_email.html.erb

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

app/views/submitter_mailer/documents_copy_email.html.erb

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

app/views/submitter_mailer/invitation_email.html.erb

@@ -6,7 +6,7 @@
   <% end %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.template.name) %></p>
+  <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.name || @submitter.submission.template.name) %></p>
   <p><%= link_to I18n.t(@submitter.with_signature_fields? ? :review_and_sign : :review_and_submit), submit_form_url(slug: @submitter.slug, t: SubmissionEvents.build_tracking_param(@submitter, 'click_email'), host: ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host])) %></p>
   <p><%= t('please_contact_us_by_replying_to_this_email_if_you_didn_t_request_this') %></p>
   <p>

app/views/templates/_submission.html.erb

@@ -2,12 +2,12 @@
 <div class="bg-base-200 rounded-2xl flex flex-col sm:flex-row items-strech">
   <% if local_assigns[:with_template] %>
     <% template = submission.template %>
-    <a href="<%= template_path(template) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
+    <a href="<%= template ? template_path(template) : submission_path(submission) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
       <div>
         <div class="font-medium items-start w-full group-hover:link text-sm flex space-x-1">
           <%= svg_icon('file_text', class: 'w-4 h-4 mt-0.5 flex-shrink-0') %>
           <span style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-            <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
+            <% (submission.name || template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %>
             <%= svg_icon('arrow_right', class: 'w-4 h-4 sm:inline group-hover:visible invisible hidden') %>
           </span>
         </div>
@@ -78,7 +78,7 @@
               </download-button>
             </div>
           </div>
-        <% elsif !submission.archived_at? && !template.archived_at? && !submission.expired? && !submitter.declined_at? %>
+        <% elsif !submission.archived_at? && !template&.archived_at? && !submission.expired? && !submitter.declined_at? %>
           <% if current_user.email == submitter.email %>
             <div class="flex-1 md:flex-none md:w-36 flex">
               <a href="<%= submit_form_url(slug: submitter.slug) %>" data-turbo="false" target="_blank" id="sign_yourself_button" class="btn btn-sm btn-neutral btn-outline bg-white w-full md:w-36 flex z-[1]">
@@ -101,7 +101,7 @@
             <%= t('view') %>
           </a>
         </div>
-        <% if !submission.archived_at? && !template.archived_at? && can?(:destroy, submission) %>
+        <% if !submission.archived_at? && !template&.archived_at? && can?(:destroy, submission) %>
           <span data-tip="<%= t('archive') %>" class="sm:tooltip tooltip-top">
             <%= button_to button_title(title: nil, disabled_with: t(:archive).first(4), icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: t('archive'), method: :delete %>
           </span>
@@ -164,7 +164,7 @@
                       <span class="inline"><%= t('download')[..-2] %>...</span>
                     </span>
                   </download-button>
-                <% elsif !template.archived_at? && !submission.archived_at? && !is_submission_completed && !submission.expired? && !submitter.declined_at? %>
+                <% elsif !template&.archived_at? && !submission.archived_at? && !is_submission_completed && !submission.expired? && !submitter.declined_at? %>
                   <div class="relative flex items-center space-x-3">
                     <% if current_user.email == submitter.email %>
                       <a href="<%= submit_form_url(slug: submitter.slug) %>" data-turbo="false" target="_blank" id="sign_yourself_button" class="absolute md:relative top-0 right-0 btn btn-xs btn-outline btn-neutral bg-white w-28 md:w-36 z-[1]">

db/migrate/20250527102542_add_name_to_submissions.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddNameToSubmissions < ActiveRecord::Migration[8.0]
+  def change
+    add_column :submissions, :name, :text
+  end
+end

db/migrate/20250527102550_remove_not_null_template_id.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class RemoveNotNullTemplateId < ActiveRecord::Migration[8.0]
+  def change
+    change_column_null :submissions, :template_id, true
+  end
+end

db/migrate/20250531085328_remove_completed_submitter_template_not_null.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class RemoveCompletedSubmitterTemplateNotNull < ActiveRecord::Migration[8.0]
+  def change
+    change_column_null :completed_submitters, :template_id, true
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
+ActiveRecord::Schema[8.0].define(version: 2025_05_31_085328) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -110,7 +110,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.bigint "submitter_id", null: false
     t.bigint "submission_id", null: false
     t.bigint "account_id", null: false
-    t.bigint "template_id", null: false
+    t.bigint "template_id"
     t.string "source", null: false
     t.integer "sms_count", null: false
     t.datetime "completed_at", null: false
@@ -270,7 +270,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
   end
 
   create_table "submissions", force: :cascade do |t|
-    t.bigint "template_id", null: false
+    t.bigint "template_id"
     t.bigint "created_by_user_id"
     t.datetime "archived_at"
     t.datetime "created_at", null: false
@@ -284,6 +284,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.text "preferences", null: false
     t.bigint "account_id", null: false
     t.datetime "expire_at"
+    t.text "name"
     t.index ["account_id", "id"], name: "index_submissions_on_account_id_and_id"
     t.index ["created_by_user_id"], name: "index_submissions_on_created_by_user_id"
     t.index ["slug"], name: "index_submissions_on_slug", unique: true

lib/replace_email_variables.rb

@@ -2,6 +2,7 @@
 
 module ReplaceEmailVariables
   TEMPLATE_NAME = /\{+template\.name\}+/i
+  SUBMISSION_NAME = /\{+submission\.name\}+/i
   TEMPLATE_ID = /\{+template\.id\}+/i
   SUBMITTER_LINK = /\{+submitter\.link\}+/i
   ACCOUNT_NAME = /\{+account\.name\}+/i
@@ -31,7 +32,10 @@ module ReplaceEmailVariables
 
   # rubocop:disable Metrics
   def call(text, submitter:, tracking_event_type: 'click_email', html_escape: false, sig: nil)
-    text = replace(text, TEMPLATE_NAME, html_escape:) { (submitter.template || submitter.submission.template).name }
+    text = replace(text, TEMPLATE_NAME, html_escape:) do
+      (submitter.template || submitter.submission.template || submitter.submission).name
+    end
+    text = replace(text, SUBMISSION_NAME, html_escape:) { submitter.submission.name }
     text = replace(text, TEMPLATE_ID, html_escape:) { submitter.template.id }
     text = replace(text, SUBMITTER_ID, html_escape:) { submitter.id }
     text = replace(text, SUBMITTER_SLUG, html_escape:) { submitter.slug }

lib/submissions.rb

@@ -21,7 +21,7 @@ module Submissions
     arel = arel.or(Arel::Table.new(:submitters)[:values].matches(term)) if search_values
 
     if search_template
-      submissions = submissions.joins(:template)
+      submissions = submissions.left_joins(:template)
 
       arel = arel.or(Template.arel_table[:name].lower.matches("%#{keyword.downcase}%"))
     end
@@ -40,15 +40,17 @@ module Submissions
   def preload_with_pages(submission)
     ActiveRecord::Associations::Preloader.new(
       records: [submission],
-      associations: [:template, { template_schema_documents: :blob }]
+      associations: [
+        submission.template_id? ? { template_schema_documents: :blob } : { documents_attachments: :blob }
+      ]
     ).call
 
     total_pages =
-      submission.template_schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
+      submission.schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
 
     if total_pages < PRELOAD_ALL_PAGES_AMOUNT
       ActiveRecord::Associations::Preloader.new(
-        records: submission.template_schema_documents,
+        records: submission.schema_documents,
         associations: [:blob, { preview_images_attachments: :blob }]
       ).call
     end
@@ -90,10 +92,10 @@ module Submissions
     emails
   end
 
-  def create_from_submitters(template:, user:, submissions_attrs:, source:,
+  def create_from_submitters(template:, user:, submissions_attrs:, source:, with_template: true,
                              submitters_order: DEFAULT_SUBMITTERS_ORDER, params: {})
     Submissions::CreateFromSubmitters.call(
-      template:, user:, submissions_attrs:, source:, submitters_order:, params:
+      template:, user:, submissions_attrs:, source:, submitters_order:, params:, with_template:
     )
   end
 

lib/submissions/create_from_submitters.rb

@@ -7,7 +7,7 @@ module Submissions
     module_function
 
     # rubocop:disable Metrics
-    def call(template:, user:, submissions_attrs:, source:, submitters_order:, params: {})
+    def call(template:, user:, submissions_attrs:, source:, submitters_order:, params: {}, with_template: true)
       preferences = Submitters.normalize_preferences(user.account, user, params)
 
       submissions = Array.wrap(submissions_attrs).filter_map do |attrs|
@@ -21,6 +21,7 @@ module Submissions
         submission = template.submissions.new(created_by_user: user, source:,
                                               account_id: user.account_id,
                                               preferences: set_submission_preferences,
+                                              name: with_template ? attrs[:name] : (attrs[:name] || template.name),
                                               expire_at:,
                                               template_submitters: [], submitters_order:)
 
@@ -60,7 +61,7 @@ module Submissions
                           preferences: preferences.merge(submission_preferences))
         end
 
-        maybe_set_template_fields(submission, attrs[:submitters])
+        maybe_set_template_fields(submission, attrs[:submitters], with_template:)
 
         if submission.submitters.size > template.submitters.size
           raise BaseError, 'Defined more signing parties than in template'
@@ -76,6 +77,8 @@ module Submissions
 
         maybe_add_invite_submitters(submission, template)
 
+        submission.template = nil unless with_template
+
         submission.tap(&:save!)
       end
 
@@ -118,7 +121,7 @@ module Submissions
       }.compact_blank
     end
 
-    def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil)
+    def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil, with_template: true)
       template_fields = (submission.template_fields || submission.template.fields).deep_dup
 
       submitters = submission.template_submitters || submission.template.submitters
@@ -133,7 +136,7 @@ module Submissions
       end
 
       if template_fields != (submission.template_fields || submission.template.fields) ||
-         submitters_attrs.any? { |e| e[:completed].present? }
+         submitters_attrs.any? { |e| e[:completed].present? } || !with_template
         submission.template_fields = template_fields
         submission.template_schema = submission.template.schema if submission.template_schema.blank?
       end

lib/submissions/generate_audit_trail.rb

@@ -58,7 +58,8 @@ module Submissions
 
         ActiveStorage::Attachment.create!(
           blob: ActiveStorage::Blob.create_and_upload!(
-            io: io.tap(&:rewind), filename: "#{I18n.t('audit_log')} - #{submission.template.name}.pdf"
+            io: io.tap(&:rewind), filename: "#{I18n.t('audit_log')} - " \
+                                            "#{submission.name || submission.template.name}.pdf"
           ),
           name: 'audit_trail',
           record: submission
@@ -186,7 +187,7 @@ module Submissions
       last_submitter = submission.submitters.select(&:completed_at).max_by(&:completed_at)
 
       documents_data = Submitters.select_attachments_for_download(last_submitter).map do |document|
-        original_documents = submission.template.documents.select do |e|
+        original_documents = submission.schema_documents.select do |e|
           e.uuid == (document.metadata['original_uuid'] || document.uuid)
         end.presence
 

lib/submissions/generate_combined_attachment.rb

@@ -32,7 +32,7 @@ module Submissions
 
       ActiveStorage::Attachment.create!(
         blob: ActiveStorage::Blob.create_and_upload!(
-          io: io.tap(&:rewind), filename: "#{submission.template.name}.pdf"
+          io: io.tap(&:rewind), filename: "#{submission.name || submission.template.name}.pdf"
         ),
         name: 'combined_document',
         record: submission

lib/submissions/generate_preview_attachments.rb

@@ -70,7 +70,7 @@ module Submissions
           submitter:,
           uuid: GenerateResultAttachments.images_pdf_uuid(original_documents.select(&:image?)),
           values_hash:,
-          name: template.name
+          name: submission.name || template.name
         )
 
       ApplicationRecord.no_touching do

lib/submissions/generate_result_attachments.rb

@@ -72,17 +72,17 @@ module Submissions
 
       pdfs_index = generate_pdfs(submitter)
 
-      template = submitter.submission.template
       account = submitter.account
+      submission = submitter.submission
 
       pkcs = Accounts.load_signing_pkcs(account)
       tsa_url = Accounts.load_timeserver_url(account)
 
       image_pdfs = []
-      original_documents = template.documents.preload(:blob)
+      original_documents = submission.schema_documents.preload(:blob)
 
       result_attachments =
-        submitter.submission.template_schema.filter_map do |item|
+        submission.template_schema.filter_map do |item|
           pdf = pdfs_index[item['attachment_uuid']]
 
           next if pdf.nil?
@@ -114,7 +114,7 @@ module Submissions
           tsa_url:,
           pkcs:,
           uuid: images_pdf_uuid(original_documents.select(&:image?)),
-          name: template.name
+          name: submission.name || template.name
         )
 
       ApplicationRecord.no_touching do
@@ -656,14 +656,14 @@ module Submissions
       Submissions::EnsureResultGenerated.call(latest_submitter) if latest_submitter
 
       documents   = latest_submitter&.documents&.preload(:blob).to_a.presence
-      documents ||= submission.template_schema_documents.preload(:blob)
+      documents ||= submission.schema_documents.preload(:blob)
 
       attachment_uuids = Submissions.filtered_conditions_schema(submission).pluck('attachment_uuid')
       attachments_index = documents.index_by { |a| a.metadata['original_uuid'] || a.uuid }
 
       attachment_uuids.each_with_object({}) do |uuid, acc|
         attachment = attachments_index[uuid]
-        attachment ||= submission.template_schema_documents.preload(:blob).find { |a| a.uuid == uuid }
+        attachment ||= submission.schema_documents.preload(:blob).find { |a| a.uuid == uuid }
 
         next unless attachment
 

lib/submissions/serialize_for_api.rb

@@ -3,7 +3,7 @@
 module Submissions
   module SerializeForApi
     SERIALIZE_PARAMS = {
-      only: %i[id slug source submitters_order expire_at created_at updated_at archived_at],
+      only: %i[id name slug source submitters_order expire_at created_at updated_at archived_at],
       methods: %i[audit_log_url combined_document_url],
       include: {
         submitters: { only: %i[id] },

lib/submitters.rb

@@ -27,7 +27,7 @@ module Submitters
       return [submitter.submission.combined_document_attachment]
     end
 
-    original_documents = submitter.submission.template_schema_documents.preload(:blob)
+    original_documents = submitter.submission.schema_documents.preload(:blob)
     is_more_than_two_images = original_documents.count(&:image?) > 1
 
     submitter.documents.preload(:blob).reject do |attachment|
@@ -36,25 +36,6 @@ module Submitters
     end
   end
 
-  def preload_with_pages(submitter)
-    ActiveRecord::Associations::Preloader.new(
-      records: [submitter],
-      associations: [submission: [:template, { template_schema_documents: :blob }]]
-    ).call
-
-    total_pages =
-      submitter.submission.template_schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
-
-    if total_pages < PRELOAD_ALL_PAGES_AMOUNT
-      ActiveRecord::Associations::Preloader.new(
-        records: submitter.submission.template_schema_documents,
-        associations: [:blob, { preview_images_attachments: :blob }]
-      ).call
-    end
-
-    submitter
-  end
-
   def create_attachment!(submitter, params)
     blob =
       if (file = params[:file])

lib/templates.rb

@@ -43,8 +43,8 @@ module Templates
     templates.where(Template.arel_table[:name].lower.matches("%#{keyword.downcase}%"))
   end
 
-  def filter_undefined_submitters(template)
-    template.submitters.to_a.select do |item|
+  def filter_undefined_submitters(template_submitters)
+    template_submitters.to_a.select do |item|
       item['invite_by_uuid'].blank? && item['optional_invite_by_uuid'].blank? &&
         item['linked_to_uuid'].blank? && item['is_requester'].blank? && item['email'].blank?
     end

lib/templates/clone_attachments.rb

@@ -4,7 +4,7 @@ module Templates
   module CloneAttachments
     module_function
 
-    def call(template:, original_template:, documents: [], excluded_attachment_uuids: [])
+    def call(template:, original_template:, documents: [], excluded_attachment_uuids: [], save: true)
       schema_uuids_replacements = {}
 
       template.schema.each_with_index do |schema_item, index|
@@ -29,32 +29,31 @@ module Templates
         end
       end
 
-      template.save!
+      attachments =
+        original_template.schema_documents.filter_map do |document|
+          new_attachment_uuid = schema_uuids_replacements[document.uuid]
 
-      original_template.schema_documents.filter_map do |document|
-        new_attachment_uuid = schema_uuids_replacements[document.uuid]
+          next unless new_attachment_uuid
 
-        next unless new_attachment_uuid
-
-        new_document =
-          ApplicationRecord.no_touching do
-            template.documents_attachments.create!(
+          new_document =
+            template.documents_attachments.new(
               uuid: new_attachment_uuid,
               blob_id: document.blob_id
             )
-          end
 
-        clone_document_preview_images_attachments(document:, new_document:)
+          clone_document_preview_images_attachments(document:, new_document:)
 
-        new_document
-      end
+          new_document
+        end
+
+      template.save! if save
+
+      attachments
     end
 
     def clone_document_preview_images_attachments(document:, new_document:)
-      ApplicationRecord.no_touching do
-        document.preview_images_attachments.each do |preview_image|
-          new_document.preview_images_attachments.create!(blob_id: preview_image.blob_id)
-        end
+      document.preview_images_attachments.each do |preview_image|
+        new_document.preview_images_attachments.new(blob_id: preview_image.blob_id)
       end
     end
   end

lib/templates/process_document.rb

@@ -36,6 +36,24 @@ module Templates
       attachment
     end
 
+    def process(attachment, data, extract_fields: false)
+      if attachment.content_type == PDF_CONTENT_TYPE && extract_fields && data.size < MAX_FLATTEN_FILE_SIZE
+        pdf = HexaPDF::Document.new(io: StringIO.new(data))
+
+        fields = Templates::FindAcroFields.call(pdf, attachment, data)
+      end
+
+      pdf ||= HexaPDF::Document.new(io: StringIO.new(data))
+
+      number_of_pages = pdf.pages.size
+
+      attachment.metadata['pdf'] ||= {}
+      attachment.metadata['pdf']['number_of_pages'] = number_of_pages
+      attachment.metadata['pdf']['fields'] = fields if fields
+
+      attachment
+    end
+
     def generate_preview_image(attachment, data)
       ActiveStorage::Attachment.where(name: ATTACHMENT_NAME, record: attachment).destroy_all