fix email template variable

.rubocop.yml

@@ -53,10 +53,13 @@ RSpec/NestedGroups:
   Max: 6
 
 RSpec/MultipleExpectations:
-  Max: 7
+  Max: 20
 
 RSpec/ExampleLength:
-  Max: 15
+  Max: 40
+
+RSpec/MultipleMemoizedHelpers:
+  Max: 6
 
 Rails/I18nLocaleTexts:
   Enabled: false

Dockerfile

@@ -31,7 +31,7 @@ ENV BUNDLE_WITHOUT="development:test"
 
 WORKDIR /app
 
-RUN apk add --no-cache build-base sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler vips-heif libc6-compat ttf-freefont
+RUN apk add --no-cache build-base sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler vips-heif libc6-compat ttf-freefont ttf-liberation && cp /usr/share/fonts/liberation/LiberationSans-Regular.ttf /LiberationSans-Regular.ttf && apk del ttf-liberation
 
 COPY ./Gemfile ./Gemfile.lock ./
 

Gemfile

@@ -20,6 +20,7 @@ gem 'oj'
 gem 'omniauth-google-oauth2'
 gem 'omniauth-rails_csrf_protection'
 gem 'pagy'
+gem 'pdf-reader'
 gem 'pg', require: false
 gem 'premailer-rails'
 gem 'puma'
@@ -28,6 +29,7 @@ gem 'rails_autolink'
 gem 'rails-i18n'
 gem 'rollbar', require: ENV.key?('ROLLBAR_ACCESS_TOKEN')
 gem 'ruby-vips'
+gem 'rubyXL'
 gem 'shakapacker'
 gem 'sidekiq', require: ENV.key?('REDIS_URL')
 gem 'sqlite3', require: false

Gemfile.lock

@@ -1,92 +1,94 @@
 GEM
   remote: https://rubygems.org/
   specs:
-    actioncable (7.0.5)
+    Ascii85 (1.1.0)
-      actionpack (= 7.0.5)
+    actioncable (7.0.7)
-      activesupport (= 7.0.5)
+      actionpack (= 7.0.7)
+      activesupport (= 7.0.7)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
-    actionmailbox (7.0.5)
+    actionmailbox (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activestorage (= 7.0.5)
+      activestorage (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       mail (>= 2.7.1)
       net-imap
       net-pop
       net-smtp
-    actionmailer (7.0.5)
+    actionmailer (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      actionview (= 7.0.5)
+      actionview (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       mail (~> 2.5, >= 2.5.4)
       net-imap
       net-pop
       net-smtp
       rails-dom-testing (~> 2.0)
-    actionpack (7.0.5)
+    actionpack (7.0.7)
-      actionview (= 7.0.5)
+      actionview (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       rack (~> 2.0, >= 2.2.4)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.0)
       rails-html-sanitizer (~> 1.0, >= 1.2.0)
-    actiontext (7.0.5)
+    actiontext (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activestorage (= 7.0.5)
+      activestorage (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.0.5)
+    actionview (7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       builder (~> 3.1)
       erubi (~> 1.4)
       rails-dom-testing (~> 2.0)
       rails-html-sanitizer (~> 1.1, >= 1.2.0)
-    activejob (7.0.5)
+    activejob (7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       globalid (>= 0.3.6)
-    activemodel (7.0.5)
+    activemodel (7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
-    activerecord (7.0.5)
+    activerecord (7.0.7)
-      activemodel (= 7.0.5)
+      activemodel (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
-    activestorage (7.0.5)
+    activestorage (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       marcel (~> 1.0)
       mini_mime (>= 1.1.0)
-    activesupport (7.0.5)
+    activesupport (7.0.7)
       concurrent-ruby (~> 1.0, >= 1.0.2)
       i18n (>= 1.6, < 2)
       minitest (>= 5.1)
       tzinfo (~> 2.0)
-    addressable (2.8.4)
+    addressable (2.8.5)
       public_suffix (>= 2.0.2, < 6.0)
+    afm (0.2.2)
     annotate (3.2.0)
       activerecord (>= 3.2, < 8.0)
       rake (>= 10.4, < 14.0)
     ast (2.4.2)
     aws-eventstream (1.2.0)
-    aws-partitions (1.781.0)
+    aws-partitions (1.807.0)
-    aws-sdk-core (3.175.0)
+    aws-sdk-core (3.180.3)
       aws-eventstream (~> 1, >= 1.0.2)
       aws-partitions (~> 1, >= 1.651.0)
       aws-sigv4 (~> 1.5)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.67.0)
+    aws-sdk-kms (1.71.0)
-      aws-sdk-core (~> 3, >= 3.174.0)
+      aws-sdk-core (~> 3, >= 3.177.0)
       aws-sigv4 (~> 1.1)
-    aws-sdk-s3 (1.126.0)
+    aws-sdk-s3 (1.132.1)
-      aws-sdk-core (~> 3, >= 3.174.0)
+      aws-sdk-core (~> 3, >= 3.179.0)
       aws-sdk-kms (~> 1)
-      aws-sigv4 (~> 1.4)
+      aws-sigv4 (~> 1.6)
-    aws-sigv4 (1.5.2)
+    aws-sigv4 (1.6.0)
       aws-eventstream (~> 1, >= 1.0.2)
     azure-storage-blob (2.0.3)
       azure-storage-common (~> 2.0)
@@ -96,8 +98,9 @@ GEM
       faraday_middleware (~> 1.0, >= 1.0.0.rc1)
       net-http-persistent (~> 4.0)
       nokogiri (~> 1, >= 1.10.8)
+    base64 (0.1.1)
     bcrypt (3.1.19)
-    better_html (2.0.1)
+    better_html (2.0.2)
       actionview (>= 6.0)
       activesupport (>= 6.0)
       ast (~> 2.0)
@@ -105,7 +108,7 @@ GEM
       parser (>= 2.4)
       smart_properties
     bindex (0.8.1)
-    bootsnap (1.15.0)
+    bootsnap (1.16.0)
       msgpack (~> 1.2)
     builder (3.2.4)
     bullet (7.0.7)
@@ -144,7 +147,7 @@ GEM
       responders
       warden (~> 1.2.3)
     diff-lcs (1.5.0)
-    digest-crc (0.6.4)
+    digest-crc (0.6.5)
       rake (>= 12.0.0, < 14.0.0)
     docile (1.4.0)
     dotenv (2.8.1)
@@ -161,7 +164,7 @@ GEM
     factory_bot_rails (6.2.0)
       factory_bot (~> 6.2.0)
       railties (>= 5.0.0)
-    faker (3.2.0)
+    faker (3.2.1)
       i18n (>= 1.8.11, < 2)
     faraday (1.10.3)
       faraday-em_http (~> 1.0)
@@ -194,10 +197,10 @@ GEM
       webrick (~> 1.7)
       websocket-driver (>= 0.6, < 0.8)
     ffi (1.15.5)
-    geom2d (0.3.1)
+    geom2d (0.4.1)
     globalid (1.1.0)
       activesupport (>= 5.0)
-    google-apis-core (0.11.0)
+    google-apis-core (0.11.1)
       addressable (~> 2.5, >= 2.5.1)
       googleauth (>= 0.16.2, < 2.a)
       httpclient (>= 2.8.1, < 3.a)
@@ -224,7 +227,7 @@ GEM
       google-cloud-core (~> 1.6)
       googleauth (>= 0.16.2, < 2.a)
       mini_mime (~> 1.0)
-    googleauth (1.6.0)
+    googleauth (1.7.0)
       faraday (>= 0.17.3, < 3.a)
       jwt (>= 1.4, < 3.0)
       memoist (~> 0.16)
@@ -232,10 +235,11 @@ GEM
       os (>= 0.9, < 2.0)
       signet (>= 0.16, < 2.a)
     hashdiff (1.0.1)
+    hashery (2.1.2)
     hashie (5.0.0)
-    hexapdf (0.32.2)
+    hexapdf (0.33.0)
       cmdparse (~> 3.0, >= 3.0.3)
-      geom2d (~> 0.3)
+      geom2d (~> 0.4, >= 0.4.1)
       openssl (>= 2.2.1)
     htmlentities (4.3.4)
     httpclient (2.8.3)
@@ -245,8 +249,8 @@ GEM
       mini_magick (>= 4.9.5, < 5)
       ruby-vips (>= 2.0.17, < 3)
     io-console (0.6.0)
-    irb (1.7.0)
+    irb (1.7.4)
-      reline (>= 0.3.0)
+      reline (>= 0.3.6)
     jmespath (1.6.2)
     json (2.6.3)
     jwt (2.7.1)
@@ -260,7 +264,7 @@ GEM
       letter_opener (~> 1.7)
       railties (>= 5.2)
       rexml
-    lograge (0.12.0)
+    lograge (0.13.0)
       actionpack (>= 4)
       activesupport (>= 4)
       railties (>= 4)
@@ -278,17 +282,17 @@ GEM
     memoist (0.16.2)
     method_source (1.0.0)
     mini_magick (4.12.0)
-    mini_mime (1.1.2)
+    mini_mime (1.1.5)
-    mini_portile2 (2.8.2)
+    mini_portile2 (2.8.4)
-    minitest (5.18.1)
+    minitest (5.19.0)
-    msgpack (1.7.1)
+    msgpack (1.7.2)
     multi_json (1.15.0)
     multi_xml (0.6.0)
     multipart-post (2.3.0)
     mysql2 (0.5.5)
     net-http-persistent (4.0.2)
       connection_pool (~> 2.2)
-    net-imap (0.3.6)
+    net-imap (0.3.7)
       date
       net-protocol
     net-pop (0.1.2)
@@ -298,7 +302,10 @@ GEM
     net-smtp (0.3.3)
       net-protocol
     nio4r (2.5.9)
-    nokogiri (1.15.2-arm64-darwin)
+    nokogiri (1.15.4)
+      mini_portile2 (~> 2.8.2)
+      racc (~> 1.4)
+    nokogiri (1.15.4-arm64-darwin)
       racc (~> 1.4)
     oauth2 (2.0.9)
       faraday (>= 0.17.3, < 3.0)
@@ -307,7 +314,7 @@ GEM
       rack (>= 1.2, < 4)
       snaky_hash (~> 2.0)
       version_gem (~> 1.1)
-    oj (3.15.0)
+    oj (3.16.0)
     omniauth (2.1.1)
       hashie (>= 3.4.6)
       rack (>= 2.2.3)
@@ -331,6 +338,12 @@ GEM
     parser (3.2.2.3)
       ast (~> 2.4.1)
       racc
+    pdf-reader (2.11.0)
+      Ascii85 (~> 1.0)
+      afm (~> 0.2.1)
+      hashery (~> 2.0)
+      ruby-rc4
+      ttfunk
     pg (1.5.3)
     premailer (1.21.0)
       addressable
@@ -345,57 +358,58 @@ GEM
       method_source (~> 1.0)
     pry-rails (0.3.9)
       pry (>= 0.10.4)
-    public_suffix (5.0.1)
+    public_suffix (5.0.3)
-    puma (6.3.0)
+    puma (6.3.1)
       nio4r (~> 2.0)
     racc (1.7.1)
-    rack (2.2.7)
+    rack (2.2.8)
-    rack-protection (3.0.6)
+    rack-protection (3.1.0)
-      rack
+      rack (~> 2.2, >= 2.2.4)
     rack-proxy (0.7.6)
       rack
     rack-test (2.1.0)
       rack (>= 1.3)
-    rails (7.0.5)
+    rails (7.0.7)
-      actioncable (= 7.0.5)
+      actioncable (= 7.0.7)
-      actionmailbox (= 7.0.5)
+      actionmailbox (= 7.0.7)
-      actionmailer (= 7.0.5)
+      actionmailer (= 7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      actiontext (= 7.0.5)
+      actiontext (= 7.0.7)
-      actionview (= 7.0.5)
+      actionview (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activemodel (= 7.0.5)
+      activemodel (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activestorage (= 7.0.5)
+      activestorage (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       bundler (>= 1.15.0)
-      railties (= 7.0.5)
+      railties (= 7.0.7)
-    rails-dom-testing (2.0.3)
+    rails-dom-testing (2.2.0)
-      activesupport (>= 4.2.0)
+      activesupport (>= 5.0.0)
+      minitest
       nokogiri (>= 1.6)
     rails-html-sanitizer (1.6.0)
       loofah (~> 2.21)
       nokogiri (~> 1.14)
-    rails-i18n (7.0.7)
+    rails-i18n (7.0.8)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
     rails_autolink (1.1.8)
       actionview (> 3.1)
       activesupport (> 3.1)
       railties (> 3.1)
-    railties (7.0.5)
+    railties (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       method_source
       rake (>= 12.2)
       thor (~> 1.0)
       zeitwerk (~> 2.5)
     rainbow (3.1.1)
     rake (13.0.6)
-    redis-client (0.14.1)
+    redis-client (0.16.0)
       connection_pool
     regexp_parser (2.8.1)
-    reline (0.3.5)
+    reline (0.3.8)
       io-console (~> 0.5)
     representable (3.2.0)
       declarative (< 0.1.0)
@@ -407,14 +421,14 @@ GEM
       actionpack (>= 5.2)
       railties (>= 5.2)
     retriable (3.1.2)
-    rexml (3.2.5)
+    rexml (3.2.6)
     rollbar (3.4.0)
     rspec-core (3.12.2)
       rspec-support (~> 3.12.0)
     rspec-expectations (3.12.3)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.12.0)
-    rspec-mocks (3.12.5)
+    rspec-mocks (3.12.6)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.12.0)
     rspec-rails (6.0.3)
@@ -425,8 +439,9 @@ GEM
       rspec-expectations (~> 3.12)
       rspec-mocks (~> 3.12)
       rspec-support (~> 3.12)
-    rspec-support (3.12.0)
+    rspec-support (3.12.1)
-    rubocop (1.53.0)
+    rubocop (1.56.1)
+      base64 (~> 0.1.1)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
@@ -434,7 +449,7 @@ GEM
       rainbow (>= 2.2.2, < 4.0)
       regexp_parser (>= 1.8, < 3.0)
       rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.28.0, < 2.0)
+      rubocop-ast (>= 1.28.1, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
     rubocop-ast (1.29.0)
@@ -443,23 +458,28 @@ GEM
       rubocop (~> 1.41)
     rubocop-factory_bot (2.23.1)
       rubocop (~> 1.33)
-    rubocop-performance (1.18.0)
+    rubocop-performance (1.19.0)
       rubocop (>= 1.7.0, < 2.0)
       rubocop-ast (>= 0.4.0)
     rubocop-rails (2.20.2)
       activesupport (>= 4.2.0)
       rack (>= 1.1)
       rubocop (>= 1.33.0, < 2.0)
-    rubocop-rspec (2.22.0)
+    rubocop-rspec (2.23.2)
       rubocop (~> 1.33)
       rubocop-capybara (~> 2.17)
       rubocop-factory_bot (~> 2.22)
     ruby-progressbar (1.13.0)
+    ruby-rc4 (0.1.5)
     ruby-vips (2.1.4)
       ffi (~> 1.12)
     ruby2_keywords (0.0.5)
+    rubyXL (3.4.25)
+      nokogiri (>= 1.10.8)
+      rubyzip (>= 1.3.0)
+    rubyzip (2.3.2)
     semantic_range (3.0.0)
-    shakapacker (7.0.0)
+    shakapacker (7.0.3)
       activesupport (>= 5.2)
       rack-proxy (>= 0.6.1)
       railties (>= 5.2)
@@ -484,13 +504,15 @@ GEM
     snaky_hash (2.0.1)
       hashie
       version_gem (~> 1.1, >= 1.1.1)
-    sqlite3 (1.5.4)
+    sqlite3 (1.6.3)
       mini_portile2 (~> 2.8.0)
+    sqlite3 (1.6.3-arm64-darwin)
     strip_attributes (1.13.0)
       activemodel (>= 3.0, < 8.0)
     thor (1.2.2)
     timeout (0.4.0)
     trailblazer-option (0.1.2)
+    ttfunk (1.7.0)
     turbo-rails (1.4.0)
       actionpack (>= 6.0.0)
       activejob (>= 6.0.0)
@@ -515,15 +537,16 @@ GEM
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
     webrick (1.8.1)
-    websocket-driver (0.7.5)
+    websocket-driver (0.7.6)
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.8)
+    zeitwerk (2.6.11)
 
 PLATFORMS
   arm64-darwin-22
+  ruby
 
 DEPENDENCIES
   annotate
@@ -552,6 +575,7 @@ DEPENDENCIES
   omniauth-google-oauth2
   omniauth-rails_csrf_protection
   pagy
+  pdf-reader
   pg
   premailer-rails
   pry-rails
@@ -566,6 +590,7 @@ DEPENDENCIES
   rubocop-rails
   rubocop-rspec
   ruby-vips
+  rubyXL
   shakapacker
   sidekiq
   simplecov

app/controllers/api/submissions_controller.rb

@@ -9,11 +9,11 @@ module Api
       template = current_account.templates.find(params[:template_id])
 
       submissions =
-        if params[:emails].present?
+        if (params[:emails] || params[:email]).present?
           Submissions.create_from_emails(template:,
                                          user: current_user,
                                          source: :api,
-                                         send_email: params[:send_email] != 'false',
+                                         mark_as_sent: params[:send_email] != 'false',
                                          emails: params[:emails] || params[:email])
         else
           submissions_attrs = normalize_submissions_params!(submissions_params[:submission], template)
@@ -21,13 +21,13 @@ module Api
           Submissions.create_from_submitters(template:,
                                              user: current_user,
                                              source: :api,
-                                             send_email: params[:send_email] != 'false',
+                                             mark_as_sent: params[:send_email] != 'false',
                                              submissions_attrs:)
         end
 
       submitters = submissions.flat_map(&:submitters)
 
-      send_invitation_emails(submitters) if params[:send_email] != 'false'
+      Submitters.send_signature_requests(submitters, send_email: params[:send_email] != 'false')
 
       render json: submitters
     rescue UnknownFieldName, UnknownSubmitterName => e
@@ -36,14 +36,8 @@ module Api
 
     private
 
-    def send_invitation_emails(submitters)
-      submitters.each do |submitter|
-        SubmitterMailer.invitation_email(submitter, message: params[:message]).deliver_later!
-      end
-    end
-
     def submissions_params
-      params.permit(submission: [{ submitters: [[:uuid, :name, :email, { values: {} }]] }])
+      params.permit(submission: [{ submitters: [[:uuid, :name, :email, :role, :phone, { values: {} }]] }])
     end
 
     def normalize_submissions_params!(submissions_params, template)
@@ -53,7 +47,8 @@ module Api
 
           submitter[:values] =
             normalize_submitter_values(template,
-                                       submitter[:values], submitter[:name] || template.submitters[index]['name'])
+                                       submitter[:values],
+                                       submitter[:role] || template.submitters[index]['name'])
         end
       end
 

app/controllers/api/templates_documents_controller.rb

@@ -7,12 +7,7 @@ module Api
 
       @template = current_account.templates.find(params[:template_id])
 
-      documents =
+      documents = Templates::CreateAttachments.call(@template, params)
-        find_or_create_blobs.map do |blob|
-          document = @template.documents.create!(blob:)
-
-          Templates::ProcessDocument.call(document)
-        end
 
       schema = documents.map do |doc|
         { attachment_uuid: doc.uuid, name: doc.filename.base }
@@ -27,19 +22,5 @@ module Api
         )
       }
     end
-
-    private
-
-    def find_or_create_blobs
-      blobs = params[:blobs]&.map do |attrs|
-        ActiveStorage::Blob.find_signed(attrs[:signed_id])
-      end
-
-      blobs || params[:files].map do |file|
-        ActiveStorage::Blob.create_and_upload!(io: file.open,
-                                               filename: file.original_filename,
-                                               content_type: file.content_type)
-      end
-    end
   end
 end

app/controllers/console_redirect_controller.rb

@@ -1,11 +1,17 @@
 # frozen_string_literal: true
 
 class ConsoleRedirectController < ApplicationController
+  skip_before_action :authenticate_user!
+
   def index
+    return redirect_to(new_user_session_path({ redir: params[:redir] }.compact)) if current_user.blank?
+
     auth = JsonWebToken.encode(uuid: current_user.uuid,
                                scope: :console,
                                exp: 1.minute.from_now.to_i)
 
-    redirect_to("#{Docuseal::CONSOLE_URL}?#{{ auth: }.to_query}", allow_other_host: true)
+    path = Addressable::URI.parse(params[:redir]).path if params[:redir].to_s.starts_with?(Docuseal::CONSOLE_URL)
+
+    redirect_to("#{Docuseal::CONSOLE_URL}#{path}?#{{ auth: }.to_query}", allow_other_host: true)
   end
 end

app/controllers/email_settings_controller.rb

@@ -6,7 +6,7 @@ class EmailSettingsController < ApplicationController
   def index; end
 
   def create
-    if @encrypted_config.update(storage_configs)
+    if @encrypted_config.update(email_configs)
       SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email']).deliver_now!
 
       redirect_to settings_email_index_path, notice: 'Changes have been saved'
@@ -26,7 +26,7 @@ class EmailSettingsController < ApplicationController
       EncryptedConfig.find_or_initialize_by(account: current_account, key: EncryptedConfig::EMAIL_SMTP_KEY)
   end
 
-  def storage_configs
+  def email_configs
     params.require(:encrypted_config).permit(value: {}).tap do |e|
       e[:value].compact_blank!
     end

app/controllers/esign_settings_controller.rb

@@ -1,19 +1,111 @@
 # frozen_string_literal: true
 
 class EsignSettingsController < ApplicationController
+  DEFAULT_CERT_NAME = 'DocuSeal Self-Host Autogenerated'
+
+  CertFormRecord = Struct.new(:name, :file, :password, keyword_init: true) do
+    include ActiveModel::Validations
+
+    def to_key
+      []
+    end
+  end
+
+  def show
+    cert_data = EncryptedConfig.find_by(account: current_account,
+                                        key: EncryptedConfig::ESIGN_CERTS_KEY)&.value || {}
+
+    default_pkcs = GenerateCertificate.load_pkcs(cert_data) if cert_data['cert'].present?
+
+    custom_pkcs_list = (cert_data['custom'] || []).map do |e|
+      { 'pkcs' => OpenSSL::PKCS12.new(Base64.urlsafe_decode64(e['data']), e['password'].to_s),
+        'name' => e['name'],
+        'status' => e['status'] }
+    end
+
+    @pkcs_list = [
+      if default_pkcs
+        {
+          'pkcs' => default_pkcs,
+          'name' => DEFAULT_CERT_NAME,
+          'status' => custom_pkcs_list.any? { |e| e['status'] == 'default' } ? 'validate' : 'default'
+        }
+      end,
+      *custom_pkcs_list
+    ].compact.reverse
+  end
+
+  def new
+    @cert_record = CertFormRecord.new
+  end
+
   def create
-    pdfs =
+    @cert_record = CertFormRecord.new(**cert_params)
-      params[:files].map do |file|
-        HexaPDF::Document.new(io: file.open)
-      end
 
-    certs = Accounts.load_signing_certs(current_account)
+    cert_configs = EncryptedConfig.find_or_initialize_by(account: current_account,
+                                                         key: EncryptedConfig::ESIGN_CERTS_KEY)
 
-    trusted_certs = [certs[:cert], certs[:sub_ca], certs[:root_ca]]
+    if (cert_configs.value && cert_configs.value['custom']&.any? { |e| e['name'] == @cert_record.name }) ||
+       @cert_record.name == DEFAULT_CERT_NAME
 
-    render turbo_stream: turbo_stream.replace('result', partial: 'result',
+      @cert_record.errors.add(:name, 'already exists')
-                                                        locals: { pdfs:, files: params[:files], trusted_certs: })
+
-  rescue HexaPDF::MalformedPDFError
+      return render turbo_stream: turbo_stream.replace(:modal, template: 'esign_settings/new'),
-    render turbo_stream: turbo_stream.replace('result', html: helpers.tag.div('Invalid PDF', id: 'result'))
+                    status: :unprocessable_entity
+    end
+
+    save_new_cert!(cert_configs, @cert_record)
+
+    redirect_to settings_esign_path, notice: 'Certificate has been successfully added!'
+  rescue OpenSSL::PKCS12::PKCS12Error
+    @cert_record.errors.add(:password, "is invalid. Make sure you're uploading a valid .p12 file")
+
+    render turbo_stream: turbo_stream.replace(:modal, template: 'esign_settings/new'), status: :unprocessable_entity
+  end
+
+  def update
+    cert_configs = EncryptedConfig.find_by(account: current_account, key: EncryptedConfig::ESIGN_CERTS_KEY)
+
+    cert_configs.value['custom'].each { |e| e['status'] = 'validate' }
+    custom_cert_data = cert_configs.value['custom'].find { |e| e['name'] == params[:name] }
+    custom_cert_data['status'] = 'default' if custom_cert_data
+
+    cert_configs.save!
+
+    redirect_to settings_esign_path, notice: 'Default certificate has been selected'
+  end
+
+  def destroy
+    cert_configs = EncryptedConfig.find_by(account: current_account, key: EncryptedConfig::ESIGN_CERTS_KEY)
+
+    cert_configs.value['custom'].reject! { |e| e['name'] == params[:name] }
+
+    cert_configs.save!
+
+    redirect_to settings_esign_path, notice: 'Certificate has been removed'
+  end
+
+  private
+
+  def save_new_cert!(cert_configs, cert_record)
+    pkcs = OpenSSL::PKCS12.new(cert_record.file.read, cert_record.password)
+
+    cert_configs.value ||= {}
+    cert_configs.value['custom'] ||= []
+    cert_configs.value['custom'].each { |e| e['status'] = 'validate' }
+    cert_configs.value['custom'] << {
+      data: Base64.urlsafe_encode64(pkcs.to_der),
+      password: cert_record.password,
+      name: cert_record.name,
+      status: 'default'
+    }
+
+    cert_configs.save!
+  end
+
+  def cert_params
+    return {} if params[:esign_settings_controller_cert_form_record].blank?
+
+    params.require(:esign_settings_controller_cert_form_record).permit(:name, :file, :password)
   end
 end

app/controllers/registrations_controller.rb

@@ -2,6 +2,7 @@
 
 class RegistrationsController < Devise::RegistrationsController
   prepend_before_action :require_no_authentication, only: [:show]
+  prepend_before_action :maybe_redirect_if_signed_in, only: [:show]
 
   def show; end
 
@@ -13,6 +14,23 @@ class RegistrationsController < Devise::RegistrationsController
 
   private
 
+  def after_sign_up_path_for(...)
+    if params[:redir].present?
+      return console_redirect_index_path(redir: params[:redir]) if params[:redir].starts_with?(Docuseal::CONSOLE_URL)
+
+      return params[:redir]
+    end
+
+    super
+  end
+
+  def maybe_redirect_if_signed_in
+    return unless signed_in?
+    return if params[:redir].blank?
+
+    redirect_to after_sign_up_path_for(current_user), allow_other_host: true
+  end
+
   def require_no_authentication
     super
 

app/controllers/sessions_controller.rb

@@ -12,6 +12,16 @@ class SessionsController < Devise::SessionsController
 
   private
 
+  def after_sign_in_path_for(...)
+    if params[:redir].present?
+      return console_redirect_index_path(redir: params[:redir]) if params[:redir].starts_with?(Docuseal::CONSOLE_URL)
+
+      return params[:redir]
+    end
+
+    super
+  end
+
   def require_no_authentication
     super
 

app/controllers/setup_controller.rb

@@ -16,16 +16,17 @@ class SetupController < ApplicationController
   def create
     @account = Account.new(account_params)
     @account.timezone = Accounts.normalize_timezone(@account.timezone)
-
     @user = @account.users.new(user_params)
+    @encrypted_config = EncryptedConfig.new(encrypted_config_params)
 
     unless URI.parse(encrypted_config_params[:value].to_s).class.in?([URI::HTTP, URI::HTTPS])
-      @encrypted_config = EncryptedConfig.new(encrypted_config_params)
       @encrypted_config.errors.add(:value, 'should be a valid URL')
 
       return render :index, status: :unprocessable_entity
     end
 
+    return render :index, status: :unprocessable_entity unless @account.valid?
+
     if @user.save
       encrypted_configs = [
         { key: EncryptedConfig::APP_URL_KEY, value: encrypted_config_params[:value] },

app/controllers/sms_settings_controller.rb

@@ -0,0 +1,5 @@
+# frozen_string_literal: true
+
+class SmsSettingsController < ApplicationController
+  def index; end
+end

app/controllers/submissions_controller.rb

@@ -6,7 +6,7 @@ class SubmissionsController < ApplicationController
   def show
     @submission =
       Submission.joins(:template).where(template: { account_id: current_account.id })
-                .preload(template: { documents_attachments: { preview_images_attachments: :blob } })
+                .preload(:template, template_schema_documents: [:blob, { preview_images_attachments: :blob }])
                 .find(params[:id])
 
     render :show, layout: 'plain'
@@ -20,23 +20,19 @@ class SubmissionsController < ApplicationController
         Submissions.create_from_emails(template: @template,
                                        user: current_user,
                                        source: :invite,
-                                       send_email: params[:send_email] == '1',
+                                       mark_as_sent: params[:send_email] == '1',
                                        emails: params[:emails])
       else
         Submissions.create_from_submitters(template: @template,
                                            user: current_user,
                                            source: :invite,
-                                           send_email: params[:send_email] == '1',
+                                           mark_as_sent: params[:send_email] == '1',
                                            submissions_attrs: submissions_params[:submission].to_h.values)
       end
 
     submitters = submissions.flat_map(&:submitters)
 
-    if params[:send_email] == '1'
+    Submitters.send_signature_requests(submitters, params)
-      submitters.each do |submitter|
-        SubmitterMailer.invitation_email(submitter, message: params[:message]).deliver_later!
-      end
-    end
 
     redirect_to template_path(@template),
                 notice: "#{submitters.size} #{'recipient'.pluralize(submitters.size)} added"
@@ -54,7 +50,7 @@ class SubmissionsController < ApplicationController
   private
 
   def submissions_params
-    params.permit(submission: { submitters: [%i[uuid email]] })
+    params.permit(submission: { submitters: [%i[uuid email phone name]] })
   end
 
   def load_template

app/controllers/submissions_export_controller.rb

@@ -0,0 +1,28 @@
+# frozen_string_literal: true
+
+class SubmissionsExportController < ApplicationController
+  before_action :load_template
+
+  def index
+    submissions = @template.submissions.active
+                           .preload(submitters: { documents_attachments: :blob,
+                                                  attachments_attachments: :blob })
+                           .order(id: :asc)
+
+    if params[:format] == 'csv'
+      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
+                filename: "#{@template.name}.csv"
+    elsif params[:format] == 'xlsx'
+      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
+                filename: "#{@template.name}.xlsx"
+    end
+  end
+
+  def new; end
+
+  private
+
+  def load_template
+    @template = current_account.templates.find(params[:template_id])
+  end
+end

app/controllers/submit_form_controller.rb

@@ -7,7 +7,9 @@ class SubmitFormController < ApplicationController
 
   def show
     @submitter =
-      Submitter.preload(submission: { template: { documents_attachments: { preview_images_attachments: :blob } } })
+      Submitter.preload(submission: [
+                          :template, { template_schema_documents: [:blob, { preview_images_attachments: :blob }] }
+                        ])
                .find_by!(slug: params[:slug])
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?

app/controllers/submitters_send_email_controller.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class SubmittersSendEmailController < ApplicationController
+  def create
+    submitter = Submitter.joins(:template)
+                         .where(template: { account_id: current_account.id })
+                         .find_by!(slug: params[:submitter_slug])
+
+    SubmitterMailer.invitation_email(submitter).deliver_later!
+
+    submitter.sent_at ||= Time.current
+    submitter.save!
+
+    redirect_back(fallback_location: submission_path(submitter.submission), notice: 'Email has been sent')
+  end
+end

app/controllers/templates_controller.rb

@@ -17,7 +17,7 @@ class TemplatesController < ApplicationController
   end
 
   def edit
-    @template = current_account.templates.preload(documents_attachments: { preview_images_attachments: :blob })
+    @template = current_account.templates.preload(schema_documents: { preview_images_attachments: :blob })
                                .find(params[:id])
 
     render :edit, layout: 'plain'

app/controllers/verify_pdf_signature_controller.rb

@@ -0,0 +1,32 @@
+# frozen_string_literal: true
+
+class VerifyPdfSignatureController < ApplicationController
+  def create
+    pdfs =
+      params[:files].map do |file|
+        HexaPDF::Document.new(io: file.open)
+      end
+
+    cert_data = if Docuseal.multitenant?
+                  Docuseal::CERTS
+                else
+                  EncryptedConfig.find_by(account: current_account, key: EncryptedConfig::ESIGN_CERTS_KEY)&.value || {}
+                end
+
+    default_pkcs = GenerateCertificate.load_pkcs(cert_data)
+
+    custom_certs = cert_data.fetch('custom', []).map do |e|
+      OpenSSL::PKCS12.new(Base64.urlsafe_decode64(e['data']), e['password'].to_s)
+    end
+
+    trusted_certs = [default_pkcs.certificate,
+                     *default_pkcs.ca_certs,
+                     *custom_certs.map(&:certificate),
+                     *custom_certs.flat_map(&:ca_certs).compact]
+
+    render turbo_stream: turbo_stream.replace('result', partial: 'result',
+                                                        locals: { pdfs:, files: params[:files], trusted_certs: })
+  rescue HexaPDF::MalformedPDFError
+    render turbo_stream: turbo_stream.replace('result', html: helpers.tag.div('Invalid PDF', id: 'result'))
+  end
+end

app/javascript/application.js

@@ -45,13 +45,36 @@ window.customElements.define('set-timezone', SetTimezone)
 window.customElements.define('autoresize-textarea', AutoresizeTextarea)
 
 document.addEventListener('turbo:before-fetch-request', encodeMethodIntoRequestBody)
+document.addEventListener('turbo:submit-end', async (event) => {
+  const resp = event.detail?.formSubmission?.result?.fetchResponse?.response
+
+  if (!resp?.headers?.get('content-disposition')?.includes('attachment')) {
+    return
+  }
+
+  const url = URL.createObjectURL(await resp.blob())
+  const link = document.createElement('a')
+
+  link.href = url
+  link.setAttribute('download', decodeURIComponent(resp.headers.get('content-disposition').split('"')[1]))
+
+  document.body.appendChild(link)
+
+  link.click()
+
+  document.body.removeChild(link)
+
+  URL.revokeObjectURL(url)
+})
 
 window.customElements.define('template-builder', class extends HTMLElement {
   connectedCallback () {
     this.appElem = document.createElement('div')
+    this.appElem.classList.add('max-h-screen')
 
     this.app = createApp(TemplateBuilder, {
       template: reactive(JSON.parse(this.dataset.template)),
+      backgroundColor: '#faf7f5',
       isDirectUpload: this.dataset.isDirectUpload === 'true'
     })
 

app/javascript/elements/file_dropzone.js

@@ -38,7 +38,11 @@ export default actionable(targetable(class extends HTMLElement {
     this.uploadFiles(this.input.files)
   }
 
-  toggleLoading = () => {
+  toggleLoading = (e) => {
+    if (e && e.target && !e.target.contains(this)) {
+      return
+    }
+
     this.loading.classList.toggle('hidden')
     this.icon.classList.toggle('hidden')
     this.classList.toggle('opacity-50')

app/javascript/elements/turbo_modal.js

@@ -5,8 +5,12 @@ export default actionable(class extends HTMLElement {
     document.body.classList.add('overflow-hidden')
 
     document.addEventListener('keyup', this.onEscKey)
-    document.addEventListener('turbo:submit-end', this.onSubmit)
+
     document.addEventListener('turbo:before-cache', this.close)
+
+    if (this.dataset.closeAfterSubmit !== 'false') {
+      document.addEventListener('turbo:submit-end', this.onSubmit)
+    }
   }
 
   disconnectedCallback () {

app/javascript/form.js

@@ -9,12 +9,12 @@ window.customElements.define('submission-form', class extends HTMLElement {
     this.appElem = document.createElement('div')
 
     this.app = createApp(Form, {
-      submitterSlug: this.dataset.submitterSlug,
+      submitter: JSON.parse(this.dataset.submitter),
-      submitterUuid: this.dataset.submitterUuid,
       authenticityToken: this.dataset.authenticityToken,
       canSendEmail: this.dataset.canSendEmail === 'true',
       isDirectUpload: this.dataset.isDirectUpload === 'true',
       isDemo: this.dataset.isDemo === 'true',
+      attribution: this.dataset.attribution !== 'false',
       withConfetti: true,
       values: reactive(JSON.parse(this.dataset.values)),
       attachments: reactive(JSON.parse(this.dataset.attachments)),

app/javascript/submission_form/completed.vue

@@ -7,13 +7,13 @@
         :height="30"
       />
       <span>
-        Form has been completed!
+        {{ t('form_has_been_completed') }}
       </span>
     </p>
     <div class="space-y-3 mt-5">
       <button
         v-if="canSendEmail && !isDemo"
-        class="white-button flex items-center space-x-1 w-full"
+        class="white-button !h-auto flex items-center space-x-1 w-full"
         :disabled="isSendingCopy"
         @click.prevent="sendCopyToEmail"
       >
@@ -23,7 +23,7 @@
         />
         <IconMail v-else />
         <span>
-          Send copy via email
+          {{ t('send_copy_via_email') }}
         </span>
       </button>
       <button
@@ -37,7 +37,7 @@
         />
         <IconDownload v-else />
         <span>
-          Download
+          {{ t('download') }}
         </span>
       </button>
       <a
@@ -58,17 +58,20 @@
       >
         <IconLogin />
         <span>
-          Create a Free Account
+          {{ t('create_a_free_account') }}
         </span>
       </a>
     </div>
-    <div class="text-center mt-4">
+    <div
-      Signed with
+      v-if="attribution"
+      class="text-center mt-4"
+    >
+      {{ t('signed_with') }}
       <a
         href="https://www.docuseal.co"
         target="_blank"
         class="underline"
-      >DocuSeal</a> - open source documents software
+      >DocuSeal</a> - {{ t('open_source_documents_software') }}
     </div>
   </div>
 </template>
@@ -86,7 +89,7 @@ export default {
     IconLogin,
     IconDownload
   },
-  inject: ['baseUrl'],
+  inject: ['baseUrl', 't'],
   props: {
     submitterSlug: {
       type: String,
@@ -97,6 +100,11 @@ export default {
       required: false,
       default: false
     },
+    attribution: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     withConfetti: {
       type: Boolean,
       required: false,

app/javascript/submission_form/dropzone.vue

@@ -29,7 +29,7 @@
             {{ message }}
           </div>
           <div class="text-xs">
-            <span class="font-medium">Click to upload</span> or drag and drop files
+            <span class="font-medium">{{ t('click_to_upload') }}</span> {{ t('or_drag_and_drop_files') }}
           </div>
         </div>
       </div>
@@ -55,7 +55,7 @@ export default {
     IconCloudUpload,
     IconInnerShadowTop
   },
-  inject: ['baseUrl'],
+  inject: ['baseUrl', 't'],
   props: {
     message: {
       type: String,

app/javascript/submission_form/form.vue

@@ -13,7 +13,7 @@
     class="btn btn-neutral flex text-white absolute rounded-none border-x-0 md:border md:rounded-full bottom-0 w-full md:mb-4 text-base"
     @click.prevent="isFormVisible = true"
   >
-    Submit Form
+    {{ t('submit_form') }}
     <IconArrowsDiagonal
       class="absolute right-0 mr-4"
       :width="20"
@@ -24,6 +24,7 @@
     v-show="isFormVisible"
     id="form_container"
     class="shadow-md bg-base-100 absolute bottom-0 md:bottom-4 w-full border-base-200 border p-4 rounded"
+    :style="{ backgroundColor: backgroundColor }"
   >
     <button
       v-if="!isCompleted"
@@ -62,7 +63,7 @@
               :for="currentField.uuid"
               class="label text-2xl mb-2"
             >{{ currentField.name }}
-              <template v-if="!currentField.required">(optional)</template>
+              <template v-if="!currentField.required">({{ t('optional') }})</template>
             </label>
             <div
               v-else
@@ -74,7 +75,7 @@
                 v-model="values[currentField.uuid]"
                 class="base-input !text-2xl w-full"
                 :required="currentField.required"
-                :placeholder="`Type here...${currentField.required ? '' : ' (optional)'}`"
+                :placeholder="`${t('type_here')}...${currentField.required ? '' : ` (${t('optional')})`}`"
                 type="text"
                 :name="`values[${currentField.uuid}]`"
                 @focus="$refs.areas.scrollIntoField(currentField)"
@@ -87,7 +88,7 @@
               :for="currentField.uuid"
               class="label text-2xl mb-2"
             >{{ currentField.name }}
-              <template v-if="!currentField.required">(optional)</template>
+              <template v-if="!currentField.required">({{ t('optional') }})</template>
             </label>
             <div
               v-else
@@ -111,7 +112,7 @@
               :for="currentField.uuid"
               class="label text-2xl mb-2"
             >{{ currentField.name }}
-              <template v-if="!currentField.required">(optional)</template>
+              <template v-if="!currentField.required">({{ t('optional') }})</template>
             </label>
             <div
               v-else
@@ -129,7 +130,7 @@
                 value=""
                 :selected="!values[currentField.uuid]"
               >
-                Select your option
+                {{ t('select_your_option') }}
               </option>
               <option
                 v-for="(option, index) in currentField.options"
@@ -147,7 +148,7 @@
               :for="currentField.uuid"
               class="label text-2xl mb-2"
             >{{ currentField.name }}
-              <template v-if="!currentField.required">(optional)</template>
+              <template v-if="!currentField.required">({{ t('optional') }})</template>
             </label>
             <div class="flex w-full">
               <div class="space-y-3.5 mx-auto">
@@ -195,7 +196,7 @@
             >
               <template v-if="isAnonymousChecboxes">
                 <span class="text-xl">
-                  Complete hightlighted checkboxes and click <span class="font-semibold">{{ stepFields.length === currentStep + 1 ? 'submit' : 'next' }}</span>.
+                  {{ t('complete_hightlighted_checkboxes_and_click') }} <span class="font-semibold">{{ stepFields.length === currentStep + 1 ? t('submit') : t('next') }}</span>.
                 </span>
                 <input
                   v-for="field in currentStepFields"
@@ -277,10 +278,10 @@
                 class="mr-1 animate-spin"
               />
               <span v-if="stepFields.length === currentStep + 1">
-                Submit
+                {{ t('submit') }}
               </span>
               <span v-else>
-                Next
+                {{ t('next') }}
               </span><span
                 v-if="isSubmitting"
                 class="w-6 flex justify-start mr-1"
@@ -292,8 +293,9 @@
       <FormCompleted
         v-else
         :is-demo="isDemo"
+        :attribution="attribution"
         :with-confetti="withConfetti"
-        :can-send-email="canSendEmail"
+        :can-send-email="canSendEmail && submitter.email"
         :submitter-slug="submitterSlug"
       />
       <div class="flex justify-center">
@@ -320,6 +322,7 @@ import AttachmentStep from './attachment_step'
 import MultiSelectStep from './multi_select_step'
 import FormCompleted from './completed'
 import { IconInnerShadowTop, IconArrowsDiagonal, IconArrowsDiagonalMinimize2 } from '@tabler/icons-vue'
+import { t } from './i18n'
 
 export default {
   name: 'SubmissionForm',
@@ -336,12 +339,13 @@ export default {
   },
   provide () {
     return {
-      baseUrl: this.baseUrl
+      baseUrl: this.baseUrl,
+      t: this.t
     }
   },
   props: {
-    submitterSlug: {
+    submitter: {
-      type: String,
+      type: Object,
       required: true
     },
     canSendEmail: {
@@ -349,10 +353,6 @@ export default {
       required: false,
       default: false
     },
-    submitterUuid: {
-      type: String,
-      required: true
-    },
     attachments: {
       type: Array,
       required: false,
@@ -378,6 +378,11 @@ export default {
       required: false,
       default: ''
     },
+    backgroundColor: {
+      type: String,
+      required: false,
+      default: ''
+    },
     isDirectUpload: {
       type: Boolean,
       required: false,
@@ -388,6 +393,11 @@ export default {
       required: false,
       default: false
     },
+    attribution: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     values: {
       type: Object,
       required: false,
@@ -406,6 +416,9 @@ export default {
     currentStepFields () {
       return this.stepFields[this.currentStep]
     },
+    submitterSlug () {
+      return this.submitter.slug
+    },
     isAnonymousChecboxes () {
       return this.currentField.type === 'checkbox' && this.currentStepFields.every((e) => !e.name) && this.currentStepFields.length > 4
     },
@@ -462,6 +475,7 @@ export default {
     }
   },
   methods: {
+    t,
     goToStep (step, scrollToArea = false, clickUpload = false) {
       this.currentStep = this.stepFields.indexOf(step)
 

app/javascript/submission_form/i18n.js

@@ -0,0 +1,152 @@
+const en = {
+  submit_form: 'Submit Form',
+  type_here: 'Type here',
+  optional: 'optional',
+  select_your_option: 'Select your option',
+  complete_hightlighted_checkboxes_and_click: 'Complete hightlighted checkboxes and click',
+  submit: 'submit',
+  next: 'next',
+  click_to_upload: 'Click to upload',
+  or_drag_and_drop_files: 'or drag and drop files',
+  send_copy_via_email: 'Send copy via email',
+  download: 'Download',
+  form_has_been_completed: 'Form has been completed!',
+  create_a_free_account: 'Create a Free Account',
+  signed_with: 'Signed with',
+  open_source_documents_software: 'open source documents software'
+}
+
+const es = {
+  submit_form: 'Enviar Formulario',
+  type_here: 'Escribe aquí',
+  optional: 'opcional',
+  select_your_option: 'Selecciona tu opción',
+  complete_hightlighted_checkboxes_and_click: 'Completa las casillas resaltadas y haz clic',
+  submit: 'enviar',
+  next: 'siguiente',
+  click_to_upload: 'Haz clic para cargar',
+  or_drag_and_drop_files: 'o arrastra y suelta archivos',
+  send_copy_via_email: 'Enviar copia por correo electrónico',
+  download: 'Descargar',
+  form_has_been_completed: '¡El formulario ha sido completado!',
+  create_a_free_account: 'Crear una Cuenta Gratuita',
+  signed_with: 'Firmado con',
+  open_source_documents_software: 'software de documentos de código abierto'
+}
+
+const it = {
+  submit_form: 'Invia Modulo',
+  type_here: 'Digita qui',
+  optional: 'opzionale',
+  select_your_option: 'Seleziona la tua opzione',
+  complete_hightlighted_checkboxes_and_click: 'Completa le caselle evidenziate e fai clic',
+  submit: 'invia',
+  next: 'avanti',
+  click_to_upload: 'Clicca per caricare',
+  or_drag_and_drop_files: 'oppure trascina e rilascia i file',
+  send_copy_via_email: 'Invia copia via email',
+  download: 'Scarica',
+  form_has_been_completed: 'Il modulo è stato completato!',
+  create_a_free_account: 'Crea un Account Gratuito',
+  signed_with: 'Firmato con',
+  open_source_documents_software: 'software di documenti open source'
+}
+
+const de = {
+  submit_form: 'Formular absenden',
+  type_here: 'Hier eingeben',
+  optional: 'optional',
+  select_your_option: 'Wähle deine Option',
+  complete_hightlighted_checkboxes_and_click: 'Markierte Kontrollkästchen ausfüllen und klicken',
+  submit: 'absenden',
+  next: 'weiter',
+  click_to_upload: 'Klicken zum Hochladen',
+  or_drag_and_drop_files: 'oder Dateien hierher ziehen und ablegen',
+  send_copy_via_email: 'Kopie per E-Mail senden',
+  download: 'Herunterladen',
+  form_has_been_completed: 'Formular wurde ausgefüllt!',
+  create_a_free_account: 'Kostenloses Konto erstellen',
+  signed_with: 'Unterschrieben mit',
+  open_source_documents_software: 'Open-Source-Dokumentensoftware'
+}
+
+const fr = {
+  submit_form: 'Envoyer le Formulaire',
+  type_here: 'Tapez ici',
+  optional: 'facultatif',
+  select_your_option: 'Sélectionnez votre option',
+  complete_hightlighted_checkboxes_and_click: 'Complétez les cases à cocher en surbrillance et cliquez',
+  submit: 'envoyer',
+  next: 'suivant',
+  click_to_upload: 'Cliquez pour télécharger',
+  or_drag_and_drop_files: 'ou faites glisser-déposer les fichiers',
+  send_copy_via_email: 'Envoyer une copie par e-mail',
+  download: 'Télécharger',
+  form_has_been_completed: 'Le formulaire a été complété !',
+  create_a_free_account: 'Créer un Compte Gratuit',
+  signed_with: 'Signé avec',
+  open_source_documents_software: 'logiciel de documents open source'
+}
+
+const pl = {
+  submit_form: 'Wyślij Formularz',
+  type_here: 'Wpisz tutaj',
+  optional: 'opcjonalny',
+  select_your_option: 'Wybierz swoją opcję',
+  complete_hightlighted_checkboxes_and_click: 'Wypełnij zaznaczone pola wyboru i kliknij',
+  submit: 'wyślij',
+  next: 'dalej',
+  click_to_upload: 'Kliknij, aby przesłać',
+  or_drag_and_drop_files: 'lub przeciągnij i upuść pliki',
+  send_copy_via_email: 'Wyślij kopię drogą mailową',
+  download: 'Pobierz',
+  form_has_been_completed: 'Formularz został wypełniony!',
+  create_a_free_account: 'Utwórz darmowe konto',
+  signed_with: 'Podpisane za pomocą',
+  open_source_documents_software: 'oprogramowanie do dokumentów open source'
+}
+
+const uk = {
+  submit_form: 'Надіслати Форму',
+  type_here: 'Введіть тут',
+  optional: 'необов’язково',
+  select_your_option: 'Виберіть варіант',
+  complete_hightlighted_checkboxes_and_click: 'Заповніть позначені прапорці та натисніть',
+  submit: 'надіслати',
+  next: 'далі',
+  click_to_upload: 'Клацніть, щоб завантажити',
+  or_drag_and_drop_files: 'або перетягніть файли сюди',
+  send_copy_via_email: 'Надіслати копію електронною поштою',
+  download: 'Завантажити',
+  form_has_been_completed: 'Форму заповнено!',
+  create_a_free_account: 'Створити безкоштовний обліковий запис',
+  signed_with: 'Підписано за допомогою',
+  open_source_documents_software: 'відкритий програмний засіб для документів'
+}
+
+const cs = {
+  submit_form: 'Odeslat formulář',
+  type_here: 'Zadejte zde',
+  optional: 'volitelné',
+  select_your_option: 'Vyberte svou volbu',
+  complete_hightlighted_checkboxes_and_click: 'Označte zvýrazněné zaškrtávací políčka a klikněte na',
+  submit: 'odeslat',
+  next: 'další',
+  click_to_upload: 'Klikněte pro nahrání',
+  or_drag_and_drop_files: 'nebo přetáhněte soubory sem',
+  send_copy_via_email: 'Odeslat kopii e-mailem',
+  download: 'Stáhnout',
+  form_has_been_completed: 'Formulář byl dokončen!',
+  create_a_free_account: 'Vytvořit bezplatný účet',
+  signed_with: 'Podepsáno pomocí',
+  open_source_documents_software: 'open source software pro dokumenty'
+}
+
+const i18n = { en, es, it, de, fr, pl, uk, cs }
+
+const browserLanguage = (navigator.language || navigator.userLanguage || 'en').split('-')[0]
+
+const t = (key) => i18n[browserLanguage][key] || i18n.en[key] || key
+
+export default i18n
+export { t }

app/javascript/submission_form/signature_step.vue

@@ -10,6 +10,7 @@
           data-tip="Type text"
         >
           <button
+            id="type_text_button"
             class="btn btn-sm btn-circle"
             :class="{ 'btn-neutral': isTextSignature, 'btn-outline': !isTextSignature }"
             @click.prevent="toggleTextInput"
@@ -78,6 +79,7 @@
     />
     <input
       v-if="isTextSignature"
+      id="signature_text_input"
       ref="textInput"
       class="base-input !text-2xl w-full mt-6"
       :required="field.required"

app/javascript/template_builder/area.vue

@@ -226,14 +226,14 @@ export default {
       }
     },
     startResizeCell (e) {
-      document.addEventListener('mousemove', this.onResizeCell)
+      this.$el.getRootNode().addEventListener('mousemove', this.onResizeCell)
-      document.addEventListener('mouseup', this.stopResizeCell)
+      this.$el.getRootNode().addEventListener('mouseup', this.stopResizeCell)
 
       this.$emit('start-resize', 'ew')
     },
     stopResizeCell (e) {
-      document.removeEventListener('mousemove', this.onResizeCell)
+      this.$el.getRootNode().removeEventListener('mousemove', this.onResizeCell)
-      document.removeEventListener('mouseup', this.stopResizeCell)
+      this.$el.getRootNode().removeEventListener('mouseup', this.stopResizeCell)
 
       this.$emit('stop-resize')
 
@@ -266,11 +266,13 @@ export default {
       })
     },
     onNameBlur (e) {
+      const text = this.$refs.name.innerText.trim()
+
       this.isNameFocus = false
       this.$refs.name.style.minWidth = ''
 
-      if (e.target.innerText.trim()) {
+      if (text) {
-        this.field.name = e.target.innerText.trim()
+        this.field.name = text
       } else {
         this.field.name = ''
         this.$refs.name.innerText = this.defaultName
@@ -302,14 +304,14 @@ export default {
 
       this.dragFrom = { x: e.clientX - rect.left, y: e.clientY - rect.top }
 
-      document.addEventListener('mousemove', this.drag)
+      this.$el.getRootNode().addEventListener('mousemove', this.drag)
-      document.addEventListener('mouseup', this.stopDrag)
+      this.$el.getRootNode().addEventListener('mouseup', this.stopDrag)
 
       this.$emit('start-drag')
     },
     stopDrag () {
-      document.removeEventListener('mousemove', this.drag)
+      this.$el.getRootNode().removeEventListener('mousemove', this.drag)
-      document.removeEventListener('mouseup', this.stopDrag)
+      this.$el.getRootNode().removeEventListener('mouseup', this.stopDrag)
 
       if (this.isDragged) {
         this.save()
@@ -322,14 +324,14 @@ export default {
     startResize () {
       this.selectedAreaRef.value = this.area
 
-      document.addEventListener('mousemove', this.resize)
+      this.$el.getRootNode().addEventListener('mousemove', this.resize)
-      document.addEventListener('mouseup', this.stopResize)
+      this.$el.getRootNode().addEventListener('mouseup', this.stopResize)
 
       this.$emit('start-resize', 'nwse')
     },
     stopResize () {
-      document.removeEventListener('mousemove', this.resize)
+      this.$el.getRootNode().removeEventListener('mousemove', this.resize)
-      document.removeEventListener('mouseup', this.stopResize)
+      this.$el.getRootNode().removeEventListener('mouseup', this.stopResize)
 
       this.$emit('stop-resize')
 

app/javascript/template_builder/builder.vue

@@ -1,13 +1,17 @@
 <template>
   <div
     style="max-width: 1600px"
-    class="mx-auto pl-4"
+    class="mx-auto pl-4 h-full"
   >
     <div class="flex justify-between py-1.5 items-center pr-4">
       <div class="flex space-x-3">
-        <a href="/">
+        <a
+          v-if="withLogoLink"
+          href="/"
+        >
           <Logo />
         </a>
+        <Logo v-else />
         <Contenteditable
           :model-value="template.name"
           class="text-3xl font-semibold focus:text-clip"
@@ -16,46 +20,53 @@
         />
       </div>
       <div class="space-x-3 flex items-center">
-        <a
+        <slot
-          :href="`/templates/${template.id}/submissions/new`"
+          v-if="$slots.buttons"
-          data-turbo-frame="modal"
+          name="buttons"
-          class="btn btn-primary"
+        />
-        >
+        <template v-else>
-          <IconUsersPlus
+          <a
-            width="20"
+            :href="`/templates/${template.id}/submissions/new`"
-            class="inline"
+            data-turbo-frame="modal"
-          />
+            class="btn btn-primary"
-          <span class="hidden md:inline">
+          >
-            Recipients
+            <IconUsersPlus
-          </span>
+              width="20"
-        </a>
+              class="inline"
-        <button
+            />
-          class="base-button"
+            <span class="hidden md:inline">
-          :class="{ disabled: isSaving }"
+              Recipients
-          v-bind="isSaving ? { disabled: true } : {}"
+            </span>
-          @click.prevent="onSaveClick"
+          </a>
-        >
+          <button
-          <IconInnerShadowTop
+            class="base-button"
-            v-if="isSaving"
+            :class="{ disabled: isSaving }"
-            width="20"
+            v-bind="isSaving ? { disabled: true } : {}"
-            class="animate-spin"
+            @click.prevent="onSaveClick"
-          />
+          >
-          <IconDeviceFloppy
+            <IconInnerShadowTop
-            v-else
+              v-if="isSaving"
-            width="20"
+              width="20"
-          />
+              class="animate-spin"
-          <span class="hidden md:inline">
+            />
-            Save
+            <IconDeviceFloppy
-          </span>
+              v-else
-        </button>
+              width="20"
+            />
+            <span class="hidden md:inline">
+              Save
+            </span>
+          </button>
+        </template>
       </div>
     </div>
     <div
       class="flex"
-      style="max-height: calc(100vh - 60px)"
+      style="max-height: calc(100% - 60px)"
     >
       <div
         ref="previews"
+        :style="{ 'display': isBreakpointLg ? 'none' : 'initial' }"
         class="overflow-y-auto overflow-x-hidden w-52 flex-none pr-3 mt-0.5 pt-0.5 hidden lg:block"
       >
         <DocumentPreview
@@ -73,7 +84,10 @@
           @down="moveDocument(item, 1)"
           @change="save"
         />
-        <div class="sticky bottom-0 bg-base-100 py-2">
+        <div
+          class="sticky bottom-0 py-2"
+          :class="{ 'bg-base-100': withStickySubmitters }"
+        >
           <Upload
             v-if="sortedDocuments.length"
             :template-id="template.id"
@@ -94,19 +108,46 @@
             @success="updateFromUpload"
           />
           <template v-else>
-            <Document
+            <template
               v-for="document in sortedDocuments"
               :key="document.uuid"
-              :ref="setDocumentRefs"
+            >
-              :areas-index="fieldAreasIndex[document.uuid]"
+              <Document
-              :selected-submitter="selectedSubmitter"
+                :ref="setDocumentRefs"
-              :document="document"
+                :areas-index="fieldAreasIndex[document.uuid]"
-              :is-drag="!!dragFieldType"
+                :selected-submitter="selectedSubmitter"
-              :draw-field="drawField"
+                :document="document"
-              @draw="onDraw"
+                :is-drag="!!dragFieldType"
-              @drop-field="onDropfield"
+                :draw-field="drawField"
-              @remove-area="removeArea"
+                @draw="onDraw"
-            />
+                @drop-field="onDropfield"
+                @remove-area="removeArea"
+              />
+              <DocumentControls
+                v-if="isBreakpointLg"
+                :with-arrows="template.schema.length > 1"
+                :item="template.schema.find((item) => item.attachment_uuid === document.uuid)"
+                :document="document"
+                :template="template"
+                :is-direct-upload="isDirectUpload"
+                class="pb-2 mb-2 border-b border-base-300 border-dashed"
+                @remove="onDocumentRemove"
+                @replace="onDocumentReplace"
+                @up="moveDocument(template.schema.find((item) => item.attachment_uuid === document.uuid), -1)"
+                @down="moveDocument(template.schema.find((item) => item.attachment_uuid === document.uuid), 1)"
+                @change="save"
+              />
+            </template>
+            <div
+              v-if="sortedDocuments.length && isBreakpointLg"
+              class="pb-4"
+            >
+              <Upload
+                :template-id="template.id"
+                :is-direct-upload="isDirectUpload"
+                @success="updateFromUpload"
+              />
+            </div>
           </template>
         </div>
         <div
@@ -122,7 +163,7 @@
         </div>
       </div>
       <div
-        class="relative w-80 flex-none pt-0.5 pr-4 pl-0.5 hidden md:block"
+        class="relative w-80 flex-none mt-1 pr-4 pl-0.5 hidden md:block"
         :class="drawField ? 'overflow-hidden' : 'overflow-auto'"
       >
         <div
@@ -149,6 +190,7 @@
             :fields="template.fields"
             :submitters="template.submitters"
             :selected-submitter="selectedSubmitter"
+            :with-sticky-submitters="withStickySubmitters"
             @set-draw="drawField = $event"
             @set-drag="dragFieldType = $event"
             @change-submitter="selectedSubmitter = $event"
@@ -169,6 +211,7 @@ import Document from './document'
 import Logo from './logo'
 import Contenteditable from './contenteditable'
 import DocumentPreview from './preview'
+import DocumentControls from './controls'
 import { IconUsersPlus, IconDeviceFloppy, IconInnerShadowTop } from '@tabler/icons-vue'
 import { v4 } from 'uuid'
 import { ref, computed } from 'vue'
@@ -182,6 +225,7 @@ export default {
     Logo,
     Dropzone,
     DocumentPreview,
+    DocumentControls,
     IconInnerShadowTop,
     Contenteditable,
     IconUsersPlus,
@@ -191,6 +235,8 @@ export default {
     return {
       template: this.template,
       save: this.save,
+      baseFetch: this.baseFetch,
+      backgroundColor: this.backgroundColor,
       selectedAreaRef: computed(() => this.selectedAreaRef)
     }
   },
@@ -201,13 +247,39 @@ export default {
     },
     isDirectUpload: {
       type: Boolean,
-      required: true,
+      required: false,
       default: false
+    },
+    backgroundColor: {
+      type: String,
+      required: false,
+      default: ''
+    },
+    baseUrl: {
+      type: String,
+      required: false,
+      default: ''
+    },
+    withLogoLink: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    withStickySubmitters: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    fetchOptions: {
+      type: Object,
+      required: false,
+      default: () => ({ headers: {} })
     }
   },
   data () {
     return {
       documentRefs: [],
+      isBreakpointLg: false,
       isSaving: false,
       selectedSubmitter: null,
       drawField: null,
@@ -244,15 +316,28 @@ export default {
     this.selectedSubmitter = this.template.submitters[0]
   },
   mounted () {
+    this.$nextTick(() => {
+      this.onWindowResize()
+    })
+
     document.addEventListener('keyup', this.onKeyUp)
+
+    window.addEventListener('resize', this.onWindowResize)
   },
   unmounted () {
     document.removeEventListener('keyup', this.onKeyUp)
+
+    window.removeEventListener('resize', this.onWindowResize)
   },
   beforeUpdate () {
     this.documentRefs = []
   },
   methods: {
+    onWindowResize (e) {
+      const breakpointLg = 1024
+
+      this.isBreakpointLg = this.$el.getRootNode().querySelector('div').offsetWidth < breakpointLg
+    },
     setDocumentRefs (el) {
       if (el) {
         this.documentRefs.push(el)
@@ -474,10 +559,18 @@ export default {
 
       this.selectedAreaRef.value = area
     },
+    baseFetch (path, options = {}) {
+      return fetch(this.baseUrl + path, {
+        ...options,
+        headers: { ...this.fetchOptions.headers, ...options.headers }
+      })
+    },
     save () {
-      this.$el.closest('template-builder').dataset.template = JSON.stringify(this.template)
+      if (this.$el.closest('template-builder')) {
+        this.$el.closest('template-builder').dataset.template = JSON.stringify(this.template)
+      }
 
-      return fetch(`/api/templates/${this.template.id}`, {
+      return this.baseFetch(`/api/templates/${this.template.id}`, {
         method: 'PUT',
         body: JSON.stringify({
           template: {

app/javascript/template_builder/controls.vue

@@ -0,0 +1,91 @@
+<template>
+  <div class="flex space-x-2">
+    <Contenteditable
+      class="w-full block mr-6"
+      :model-value="item.name"
+      :icon-width="16"
+      @update:model-value="onUpdateName"
+    />
+    <ReplaceButton
+      :is-direct-upload="isDirectUpload"
+      :template-id="template.id"
+      @click.stop
+      @success="$emit('replace', { replaceSchemaItem: item, ...$event })"
+    />
+    <button
+      v-if="withArrows"
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      style="width: 24px; height: 24px"
+      @click.stop="$emit('up', item)"
+    >
+      &uarr;
+    </button>
+    <button
+      v-if="withArrows"
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      style="width: 24px; height: 24px"
+      @click.stop="$emit('down', item)"
+    >
+      &darr;
+    </button>
+    <button
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      style="width: 24px; height: 24px"
+      @click.stop="$emit('remove', item)"
+    >
+      &times;
+    </button>
+  </div>
+</template>
+
+<script>
+import Contenteditable from './contenteditable'
+import Upload from './upload'
+import ReplaceButton from './replace'
+
+export default {
+  name: 'DocumentControls',
+  components: {
+    Contenteditable,
+    ReplaceButton
+  },
+  props: {
+    item: {
+      type: Object,
+      required: true
+    },
+    template: {
+      type: Object,
+      required: true
+    },
+    document: {
+      type: Object,
+      required: true
+    },
+    isDirectUpload: {
+      type: Boolean,
+      required: true,
+      default: false
+    },
+    withArrows: {
+      type: Boolean,
+      required: false,
+      default: true
+    }
+  },
+  emits: ['change', 'remove', 'up', 'down', 'replace'],
+  mounted () {
+    if (this.isDirectUpload) {
+      import('@rails/activestorage')
+    }
+  },
+  methods: {
+    upload: Upload.methods.upload,
+    onUpdateName (value) {
+      this.item.name = value
+
+      this.$emit('change')
+    }
+  }
+}
+</script>

app/javascript/template_builder/dropzone.vue

@@ -61,6 +61,7 @@ export default {
     IconCloudUpload,
     IconInnerShadowTop
   },
+  inject: ['baseFetch'],
   props: {
     templateId: {
       type: [Number, String],

app/javascript/template_builder/field.vue

@@ -58,7 +58,7 @@
             <label
               tabindex="0"
               title="Areas"
-              class="cursor-pointer text-base-100 group-hover:text-base-content"
+              class="cursor-pointer text-transparent group-hover:text-base-content"
             >
               <IconShape
                 :width="18"
@@ -104,7 +104,7 @@
           <button
             v-else
             title="Areas"
-            class="relative cursor-pointer text-base-100 group-hover:text-base-content"
+            class="relative cursor-pointer text-transparent group-hover:text-base-content"
             @click="$emit('set-draw', field)"
           >
             <IconShape
@@ -113,7 +113,7 @@
             />
           </button>
           <button
-            class="relative text-base-100 group-hover:text-base-content"
+            class="relative text-transparent group-hover:text-base-content"
             title="Remove"
             @click="$emit('remove', field)"
           >
@@ -122,7 +122,7 @@
               :stroke-width="1.6"
             />
           </button>
-          <div class="flex flex-col pr-1 text-base-100 group-hover:text-base-content">
+          <div class="flex flex-col pr-1 text-transparent group-hover:text-base-content">
             <button
               title="Up"
               class="relative"
@@ -156,7 +156,7 @@
           </span>
           <input
             v-model="field.options[index]"
-            class="w-full input input-primary input-xs text-sm"
+            class="w-full input input-primary input-xs text-sm bg-transparent"
             type="text"
             required
             @blur="save"
@@ -254,8 +254,10 @@ export default {
       })
     },
     onNameBlur (e) {
-      if (e.target.innerText.trim()) {
+      const text = this.$refs.name.$refs.contenteditable.innerText.trim()
-        this.field.name = e.target.innerText.trim()
+
+      if (text) {
+        this.field.name = text
       } else {
         this.field.name = ''
         this.$refs.name.$refs.contenteditable.innerText = this.defaultName

app/javascript/template_builder/fields.vue

@@ -1,8 +1,9 @@
 <template>
-  <div class="sticky -top-1 bg-base-100 pt-1 -mt-1 z-10">
+  <div :class="withStickySubmitters ? 'sticky top-0 z-10' : ''">
     <FieldSubmitter
       :model-value="selectedSubmitter.uuid"
-      class="w-full bg-base-100"
+      class="w-full rounded-lg"
+      :class="{ 'bg-base-100': withStickySubmitters }"
       :submitters="submitters"
       @new-submitter="save"
       @remove="removeSubmitter"
@@ -28,7 +29,8 @@
       v-for="(icon, type) in fieldIcons"
       :key="type"
       draggable="true"
-      class="flex items-center justify-center border border-dashed border-base-300 bg-base-100 w-full rounded relative"
+      class="flex items-center justify-center border border-dashed border-base-300 w-full rounded relative"
+      :style="{ backgroundColor: backgroundColor }"
       @dragstart="onDragstart(type)"
       @dragend="$emit('drag-end')"
       @click="addField(type)"
@@ -100,12 +102,17 @@ export default {
     Field,
     FieldSubmitter
   },
-  inject: ['save'],
+  inject: ['save', 'backgroundColor'],
   props: {
     fields: {
       type: Array,
       required: true
     },
+    withStickySubmitters: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     submitters: {
       type: Array,
       required: true

app/javascript/template_builder/page.vue

@@ -4,7 +4,7 @@
       ref="image"
       :src="image.url"
       :width="width"
-      class="shadow-md mb-4"
+      class="border rounded mb-4"
       :height="height"
       loading="lazy"
     >

app/javascript/template_builder/replace.vue

@@ -26,6 +26,7 @@ import Upload from './upload'
 
 export default {
   name: 'ReplaceDocument',
+  inject: ['baseFetch'],
   props: {
     templateId: {
       type: [Number, String],

app/javascript/template_builder/upload.vue

@@ -50,6 +50,7 @@ export default {
     IconUpload,
     IconInnerShadowTop
   },
+  inject: ['baseFetch'],
   props: {
     templateId: {
       type: [Number, String],
@@ -113,7 +114,7 @@ export default {
 
         this.isProcessing = true
 
-        fetch(`/api/templates/${this.templateId}/documents`, {
+        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
           method: 'POST',
           body: JSON.stringify({ blobs }),
           headers: { 'Content-Type': 'application/json' }
@@ -124,7 +125,7 @@ export default {
           this.isProcessing = false
         })
       } else {
-        fetch(`/api/templates/${this.templateId}/documents`, {
+        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
           method: 'POST',
           body: new FormData(this.$refs.form)
         }).then(resp => resp.json()).then((data) => {

app/mailers/submitter_mailer.rb

@@ -18,6 +18,7 @@ class SubmitterMailer < ApplicationMailer
       end
 
     mail(to: @submitter.email,
+         from: from_address_for_submitter(submitter),
          subject:,
          reply_to: submitter.submission.created_by_user&.friendly_name)
   end
@@ -27,8 +28,18 @@ class SubmitterMailer < ApplicationMailer
     @submitter = submitter
     @user = user
 
-    mail(to: user.email,
+    @email_config = @current_account.account_configs.find_by(key: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
-         subject: %(#{submitter.email} has completed the "#{submitter.submission.template.name}" form))
+
+    subject =
+      if @email_config
+        ReplaceEmailVariables.call(@email_config.value['subject'], submitter:)
+      else
+        %(#{submitter.email} has completed the "#{submitter.submission.template.name}" form)
+      end
+
+    mail(from: from_address_for_submitter(submitter),
+         to: user.email,
+         subject:)
   end
 
   def documents_copy_email(submitter)
@@ -43,6 +54,23 @@ class SubmitterMailer < ApplicationMailer
       attachments[attachment.filename.to_s] = attachment.download
     end
 
-    mail(to: submitter.email, subject: 'Your copy of documents')
+    @email_config = @current_account.account_configs.find_by(key: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
+
+    subject =
+      if @email_config
+        ReplaceEmailVariables.call(@email_config.value['subject'], submitter:)
+      else
+        'Your copy of documents'
+      end
+
+    mail(from: from_address_for_submitter(submitter),
+         to: submitter.email,
+         subject:)
+  end
+
+  private
+
+  def from_address_for_submitter(submitter)
+    submitter.submission.created_by_user&.friendly_name || submitter.submission.template.author.friendly_name
   end
 end

app/models/account_config.rb

@@ -22,6 +22,8 @@
 #
 class AccountConfig < ApplicationRecord
   SUBMITTER_INVITATION_EMAIL_KEY = 'submitter_invitation_email'
+  SUBMITTER_COMPLETED_EMAIL_KEY = 'submitter_completed_email'
+  SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY = 'submitter_documents_copy_email'
 
   DEFAULT_VALUES = {
     SUBMITTER_INVITATION_EMAIL_KEY => {
@@ -32,6 +34,23 @@ class AccountConfig < ApplicationRecord
                 "Please contact us by replying to this email if you didn't request this.\n\n" \
                 "Thanks,\n" \
                 '{{account.name}}'
+    },
+    SUBMITTER_COMPLETED_EMAIL_KEY => {
+      'subject' => '{{submitter.email}} has completed the "{{template.name}}" form',
+      'body' => "Hi,\n\n" \
+                "{{submitter.email}} has completed the \"{{template.name}}\" form:\n\n" \
+                "{{submission.link}}\n\n" \
+                "Thanks,\n" \
+                '{{account.name}}'
+    },
+    SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => {
+      'subject' => 'Your copy of documents',
+      'body' => "Hi there,\n\n" \
+                "Please check the copy of your \"{{template.name}}\" submission in the email attachments.\n" \
+                "Alternatively, you can download the copy using:\n\n" \
+                "{{documents.links}}\n\n" \
+                "Thanks,\n" \
+                '{{account.name}}'
     }
   }.freeze
 

app/models/encrypted_config.rb

@@ -21,11 +21,13 @@
 #  fk_rails_...  (account_id => accounts.id)
 #
 class EncryptedConfig < ApplicationRecord
-  FILES_STORAGE_KEY = 'active_storage'
+  CONFIG_KEYS = [
-  EMAIL_SMTP_KEY = 'action_mailer_smtp'
+    FILES_STORAGE_KEY = 'active_storage',
-  ESIGN_CERTS_KEY = 'esign_certs'
+    EMAIL_SMTP_KEY = 'action_mailer_smtp',
-  APP_URL_KEY = 'app_url'
+    ESIGN_CERTS_KEY = 'esign_certs',
-  WEBHOOK_URL_KEY = 'webhook_url'
+    APP_URL_KEY = 'app_url',
+    WEBHOOK_URL_KEY = 'webhook_url'
+  ].freeze
 
   belongs_to :account
 

app/models/submission.rb

@@ -38,6 +38,10 @@ class Submission < ApplicationRecord
 
   attribute :source, :string, default: 'link'
 
+  has_many :template_schema_documents,
+           ->(e) { where(uuid: (e.template_schema.presence || e.template.schema).pluck('attachment_uuid')) },
+           through: :template, source: :documents_attachments
+
   scope :active, -> { where(deleted_at: nil) }
 
   enum :source, {

app/models/submitter.rb

@@ -6,9 +6,11 @@
 #
 #  id            :bigint           not null, primary key
 #  completed_at  :datetime
-#  email         :string           not null
+#  email         :string
 #  ip            :string
+#  name          :string
 #  opened_at     :datetime
+#  phone         :string
 #  sent_at       :datetime
 #  slug          :string           not null
 #  ua            :string

app/models/template.rb

@@ -10,6 +10,7 @@
 #  name       :string           not null
 #  schema     :text             not null
 #  slug       :string           not null
+#  source     :text             not null
 #  submitters :text             not null
 #  created_at :datetime         not null
 #  updated_at :datetime         not null
@@ -37,6 +38,7 @@ class Template < ApplicationRecord
   attribute :schema, :string, default: -> { [] }
   attribute :submitters, :string, default: -> { [{ name: DEFAULT_SUBMITTER_NAME, uuid: SecureRandom.uuid }] }
   attribute :slug, :string, default: -> { SecureRandom.base58(14) }
+  attribute :source, :string, default: 'native'
 
   serialize :fields, JSON
   serialize :schema, JSON

app/models/user.rb

@@ -11,8 +11,8 @@
 #  email                  :string           not null
 #  encrypted_password     :string           not null
 #  failed_attempts        :integer          default(0), not null
-#  first_name             :string           not null
+#  first_name             :string
-#  last_name              :string           not null
+#  last_name              :string
 #  last_sign_in_at        :datetime
 #  last_sign_in_ip        :string
 #  locked_at              :datetime
@@ -40,20 +40,24 @@
 #  fk_rails_...  (account_id => accounts.id)
 #
 class User < ApplicationRecord
-  ROLES = %w[admin].freeze
+  ROLES = [
+    ADMIN_ROLE = 'admin'
+  ].freeze
 
   EMAIL_REGEXP = /[^@,\s]+@[^@,\s]+/
 
   belongs_to :account
   has_one :access_token, dependent: :destroy
+  has_many :templates, dependent: :destroy, foreign_key: :author_id, inverse_of: :author
 
   devise :database_authenticatable, :recoverable, :rememberable, :validatable, :trackable
   devise :registerable, :omniauthable, omniauth_providers: [:google_oauth2] if Docuseal.multitenant?
 
-  attribute :role, :string, default: 'admin'
+  attribute :role, :string, default: ADMIN_ROLE
   attribute :uuid, :string, default: -> { SecureRandom.uuid }
 
   scope :active, -> { where(deleted_at: nil) }
+  scope :admins, -> { where(role: ADMIN_ROLE) }
 
   def access_token
     super || build_access_token.tap(&:save!)
@@ -68,14 +72,18 @@ class User < ApplicationRecord
   end
 
   def initials
-    [first_name.first, last_name.first].join.upcase
+    [first_name&.first, last_name&.first].compact_blank.join.upcase
   end
 
   def full_name
-    [first_name, last_name].join(' ')
+    [first_name, last_name].compact_blank.join(' ')
   end
 
   def friendly_name
-    "#{full_name} <#{email}>"
+    if full_name.present?
+      "#{full_name} <#{email}>"
+    else
+      email
+    end
   end
 end

app/views/api_settings/index.html.erb

@@ -59,7 +59,8 @@
            {
              "submitters": [
                {
-                 "name": "<%= current_account.templates.last ? current_account.templates.last.submitters.first['name'] : 'First Submitter' %>",
+                 "name": "John Doe",
+                 "role": "<%= current_account.templates.last ? current_account.templates.last.submitters.first['name'] : 'First Submitter' %>",
                  "email": "<%= current_user.email.sub('@', '+test@') %>",
                  "values": {
                    "Form Text Field Name": "Default Value"

app/views/dashboard/index.html.erb

@@ -17,7 +17,7 @@
           <div class="pb-6 pt-1 space-y-1">
             <p class="flex items-center space-x-1 text-xs text-base-content/60">
               <%= svg_icon('user', class: 'w-4 h-4') %>
-              <span><%= template.author.full_name %></span>
+              <span><%= template.author.full_name.presence || template.author.email %></span>
             </p>
             <p class="flex items-center space-x-1 text-xs text-base-content/60">
               <%= svg_icon('calendar', class: 'w-4 h-4') %>

app/views/devise/registrations/new.html.erb

@@ -1,6 +1,9 @@
 <div class="max-w-xl mx-auto px-2">
   <h1 class="text-3xl font-bold text-center my-8">Profile Details</h1>
-  <%= form_for('', as: resource_name, html: { class: 'space-y-6' }, url: new_registration_path) do |f| %>
+  <%= form_for('', as: resource_name, html: { class: 'space-y-6' }, data: { turbo: params[:redir].blank? }, url: new_registration_path) do |f| %>
+    <% if params[:redir].present? %>
+      <%= hidden_field_tag :redir, params[:redir] %>
+    <% end %>
     <div class="space-y-2">
       <%= render 'devise/shared/error_messages', resource: %>
       <%= f.fields_for resource do |ff| %>

app/views/devise/registrations/show.html.erb

@@ -1,6 +1,10 @@
 <div class="max-w-xl mx-auto px-2">
+  <%= render 'devise/shared/select_server' if Docuseal.multitenant? %>
   <h1 class="text-3xl font-bold text-center my-8">Create Free Account</h1>
-  <%= form_for(User.new, html: { class: 'space-y-6' }, url: new_registration_path, method: :get) do |f| %>
+  <%= form_for(User.new, html: { class: 'space-y-6' }, url: new_registration_path, data: { turbo: params[:redir].blank? }, method: :get) do |f| %>
+    <% if params[:redir].present? %>
+      <%= hidden_field_tag :redir, params[:redir] %>
+    <% end %>
     <div class="space-y-2">
       <div class="form-control">
         <%= f.label :email, class: 'label' %>

app/views/devise/sessions/new.html.erb

@@ -1,6 +1,10 @@
 <div class="max-w-xl mx-auto px-2">
+  <%= render 'devise/shared/select_server' if Docuseal.multitenant? %>
   <h1 class="text-4xl font-bold text-center my-8">Log In</h1>
-  <%= form_for(resource, as: resource_name, html: { class: 'space-y-6' }, url: session_path(resource_name)) do |f| %>
+  <%= form_for(resource, as: resource_name, html: { class: 'space-y-6' }, data: { turbo: params[:redir].blank? }, url: session_path(resource_name)) do |f| %>
+    <% if params[:redir].present? %>
+      <%= hidden_field_tag :redir, params[:redir] %>
+    <% end %>
     <div class="space-y-2">
       <div class="form-control">
         <%= f.label :email, class: 'label' %>

app/views/devise/shared/_links.html.erb

@@ -3,7 +3,7 @@
     <%= link_to 'Log in', new_session_path(resource_name), class: 'link link-hover' %>
   <% end %>
   <%- if devise_mapping.registerable? && controller_name != 'registrations' %>
-    <%= link_to 'Create free account', registration_path, class: 'link link-hover' %>
+    <%= link_to 'Create free account', registration_path({ redir: params[:redir] }.compact_blank), class: 'link link-hover' %>
   <% end %>
   <%- if devise_mapping.recoverable? && controller_name != 'passwords' && controller_name != 'registrations' %>
     <%= link_to 'Forgot your password?', new_password_path(resource_name), class: 'link link-hover' %>

app/views/devise/shared/_select_server.html.erb

@@ -0,0 +1,10 @@
+<div class="text-center">
+  <div class="join">
+    <a href="https://docuseal.co<%= request.fullpath.gsub('docuseal.eu', 'docuseal.co') %>" class="btn bg-base-200 join-item w-32  <%= 'bg-base-300' if request.host == 'docuseal.co' %>">
+      🌎 Global
+    </a>
+    <a href="https://docuseal.eu<%= request.fullpath.gsub('docuseal.co', 'docuseal.eu') %>" class="btn bg-base-200 join-item w-32 <%= 'bg-base-300' if request.host == 'docuseal.eu' %>">
+      🇪🇺 Europe
+    </a>
+  </div>
+</div>

app/views/esign_settings/index.html.erb

@@ -1,41 +0,0 @@
-<div class="flex flex-wrap space-y-4 md:flex-nowrap md:space-y-0">
-  <%= render 'shared/settings_nav' %>
-  <div class="flex-grow max-w-xl mx-auto">
-    <h1 class="text-4xl font-bold mb-4">PDF Signature</h1>
-    <div id="result">
-      <p class="mb-2">
-        Upload signed PDF file to validate its signature:
-      </p>
-    </div>
-    <%= form_for '', url: settings_esign_index_path, method: :post, html: { enctype: 'multipart/form-data' } do |f| %>
-      <%= f.button type: 'submit', class: 'flex' do %>
-        <div class="disabled mb-3">
-          <%= svg_icon('loader', class: 'w-5 h-5 animate-spin inline') %>
-          Analyzing...
-        </div>
-      <% end %>
-      <file-dropzone data-is-direct-upload="false" data-name="verify_attachments" data-submit-on-upload="true" class="w-full">
-        <label for="file" class="w-full block h-32 relative bg-base-200 hover:bg-base-200/70 rounded-md border border-base-content border-dashed">
-          <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
-            <div class="flex flex-col items-center">
-              <span data-target="file-dropzone.icon">
-                <%= svg_icon('cloud_upload', class: 'w-10 h-10') %>
-              </span>
-              <span data-target="file-dropzone.loading" class="hidden">
-                <%= svg_icon('loader', class: 'w-10 h-10 animate-spin') %>
-              </span>
-              <div class="font-medium mb-1">
-                Verify Signed PDF
-              </div>
-              <div class="text-xs">
-                <span class="font-medium">Click to upload</span> or drag and drop files
-              </div>
-            </div>
-            <input id="file" name="files[]" class="hidden" data-action="change:file-dropzone#onSelectFiles" data-target="file-dropzone.input" type="file" accept="application/pdf" multiple>
-          </div>
-        </label>
-      </file-dropzone>
-    <% end %>
-  </div>
-  <div class="w-0 md:w-52"></div>
-</div>

app/views/esign_settings/new.html.erb

@@ -0,0 +1,24 @@
+<%= render 'shared/turbo_modal', title: 'Upload Certificate' do %>
+  <%= form_for @cert_record, url: settings_esign_path, html: { class: 'space-y-4', enctype: 'multipart/form-data' }, data: { turbo_frame: :_top } do |f| %>
+    <div class="space-y-2">
+      <div class="form-control">
+        <%= f.label :name, class: 'label' %>
+        <%= f.text_field :name, required: true, class: 'base-input' %>
+      </div>
+      <div class="form-control">
+        <%= f.label :file, class: 'label' %>
+        <%= f.file_field :file, required: true %>
+        <label class="label">
+          <span class="label-text-alt">Use a valid .der, .p12 or .pfx file.</span>
+        </label>
+      </div>
+      <div class="form-control">
+        <%= f.label :password, 'Password (optional)', class: 'label' %>
+        <%= f.text_field :password, class: 'base-input' %>
+      </div>
+    </div>
+    <div class="form-control pt-2">
+      <%= f.button button_title, class: 'base-button' %>
+    </div>
+  <% end %>
+<% end %>

app/views/esign_settings/show.html.erb

@@ -0,0 +1,99 @@
+<div class="flex flex-wrap space-y-4 md:flex-nowrap md:space-y-0 md:space-x-10">
+  <%= render 'shared/settings_nav' %>
+  <div class="flex-grow">
+    <div class="max-w-xl">
+      <h1 class="text-4xl font-bold mb-4">PDF Signature</h1>
+      <div id="result">
+        <p class="mb-2">
+          Upload signed PDF file to validate its signature:
+        </p>
+      </div>
+      <%= form_for '', url: verify_pdf_signature_index_path, method: :post, html: { enctype: 'multipart/form-data' } do |f| %>
+        <%= f.button type: 'submit', class: 'flex' do %>
+          <div class="disabled mb-3">
+            <%= svg_icon('loader', class: 'w-5 h-5 animate-spin inline') %>
+            Analyzing...
+          </div>
+        <% end %>
+        <file-dropzone data-is-direct-upload="false" data-name="verify_attachments" data-submit-on-upload="true" class="w-full">
+          <label for="file" class="w-full block h-32 relative bg-base-200 hover:bg-base-200/70 rounded-md border border-base-content border-dashed">
+            <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
+              <div class="flex flex-col items-center">
+                <span data-target="file-dropzone.icon">
+                  <%= svg_icon('cloud_upload', class: 'w-10 h-10') %>
+                </span>
+                <span data-target="file-dropzone.loading" class="hidden">
+                  <%= svg_icon('loader', class: 'w-10 h-10 animate-spin') %>
+                </span>
+                <div class="font-medium mb-1">
+                  Verify Signed PDF
+                </div>
+                <div class="text-xs">
+                  <span class="font-medium">Click to upload</span> or drag and drop files
+                </div>
+              </div>
+              <input id="file" name="files[]" class="hidden" data-action="change:file-dropzone#onSelectFiles" data-target="file-dropzone.input" type="file" accept="application/pdf" multiple>
+            </div>
+          </label>
+        </file-dropzone>
+      <% end %>
+    </div>
+    <div class="flex justify-between items-end mb-4 mt-8">
+      <h2 class="text-3xl font-bold">Signing Certificates</h2>
+      <%= link_to new_settings_esign_path, class: 'btn btn-primary btn-md', data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('plus', class: 'w-6 h-6') %>
+        <span>Upload Cert</span>
+      <% end %>
+    </div>
+    <%= render 'alert' %>
+    <div class="overflow-x-auto">
+      <table class="table w-full table-lg rounded-b-none overflow-hidden">
+        <thead class="bg-base-200">
+          <tr class="text-neutral uppercase">
+            <th>
+              Name
+            </th>
+            <th>
+              Valid To
+            </th>
+            <th>
+              Status
+            </th>
+            <th class="text-right" width="1px">
+            </th>
+          </tr>
+        </thead>
+        <tbody>
+          <% @pkcs_list.each do |item| %>
+            <tr scope="row" class="group">
+              <td>
+                <%= item['name'] %>
+              </td>
+              <td>
+                <%= l(item['pkcs'].certificate.not_after.to_date, format: :long, locale: current_account.locale) %>
+              </td>
+              <td>
+                <% if item['status'] == 'default' %>
+                  <span class="badge badge-lg badge-info badge-outline">
+                    <%= item['status'] %>
+                  </span>
+                <% else %>
+                  <%= button_to settings_esign_path, method: :put, params: { name: item['name'] }, class: 'btn btn-outline btn-neutral btn-xs whitespace-nowrap', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
+                    Make Default
+                  <% end %>
+                <% end %>
+              </td>
+              <td>
+                <% if item['name'] != EsignSettingsController::DEFAULT_CERT_NAME && item['status'] != 'default' %>
+                  <%= button_to settings_esign_path, params: { name: item['name'] }, method: :delete, class: 'btn btn-outline btn-error btn-xs', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
+                    Remove
+                  <% end %>
+                <% end %>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>

app/views/icons/_dots_vertical.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
+  <path d="M12 12m-1 0a1 1 0 1 0 2 0a1 1 0 1 0 -2 0"></path>
+  <path d="M12 19m-1 0a1 1 0 1 0 2 0a1 1 0 1 0 -2 0"></path>
+  <path d="M12 5m-1 0a1 1 0 1 0 2 0a1 1 0 1 0 -2 0"></path>
+</svg>

app/views/icons/_phone.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
+  <path d="M5 4h4l2 5l-2.5 1.5a11 11 0 0 0 5 5l1.5 -2.5l5 2v4a2 2 0 0 1 -2 2a16 16 0 0 1 -15 -15a2 2 0 0 1 2 -2"></path>
+</svg>

app/views/icons/_terminal.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="#000000" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M8 9l3 3l-3 3" />
+  <path d="M13 15l3 0" />
+  <path d="M3 4m0 2a2 2 0 0 1 2 -2h14a2 2 0 0 1 2 2v12a2 2 0 0 1 -2 2h-14a2 2 0 0 1 -2 -2z" />
+</svg>

app/views/icons/_zoom_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="#000000" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M10 10m-7 0a7 7 0 1 0 14 0a7 7 0 1 0 -14 0" />
+  <path d="M21 21l-6 -6" />
+  <path d="M7 10l2 2l4 -4" />
+</svg>

app/views/personalization_settings/_documents_copy_email_form.html.erb

@@ -0,0 +1,28 @@
+<div class="collapse collapse-plus bg-base-200">
+  <input type="checkbox">
+  <div class="collapse-title text-xl font-medium">
+    <div>
+      Documents Copy Email
+    </div>
+  </div>
+  <div class="collapse-content">
+    <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+      <%= f.hidden_field :key %>
+      <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+        <div class="form-control">
+          <%= ff.label :subject, class: 'label' %>
+          <%= ff.text_field :subject, required: true, class: 'base-input' %>
+        </div>
+        <div class="form-control">
+          <%= ff.label :body, class: 'label' %>
+          <autoresize-textarea>
+            <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
+          </autoresize-textarea>
+        </div>
+      <% end %>
+      <div class="form-control pt-2">
+        <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+      </div>
+    <% end %>
+  </div>
+</div>

app/views/personalization_settings/_logo_placeholder.html.erb

@@ -1,11 +1,11 @@
 <div class="alert my-4">
   <%= svg_icon('info_circle', class: 'w-6 h-6') %>
   <div>
-    <p class="font-bold">Unlock with DocuSeal Enterprise</p>
+    <p class="font-bold">Unlock with DocuSeal Pro</p>
     <p>
       Display your company name and logo when signing documents.
       <br>
-      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::PRODUCT_URL}/pricing" %>">Learn More</a>
+      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
     </p>
   </div>
 </div>

app/views/personalization_settings/_signature_request_email_form.html.erb

@@ -0,0 +1,28 @@
+<div class="collapse collapse-plus bg-base-200">
+  <input type="checkbox">
+  <div class="collapse-title text-xl font-medium">
+    <div>
+      Signature Request Email
+    </div>
+  </div>
+  <div class="collapse-content">
+    <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+      <%= f.hidden_field :key %>
+      <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+        <div class="form-control">
+          <%= ff.label :subject, class: 'label' %>
+          <%= ff.text_field :subject, required: true, class: 'base-input' %>
+        </div>
+        <div class="form-control">
+          <%= ff.label :body, class: 'label' %>
+          <autoresize-textarea>
+            <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
+          </autoresize-textarea>
+        </div>
+      <% end %>
+      <div class="form-control pt-2">
+        <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+      </div>
+    <% end %>
+  </div>
+</div>

app/views/personalization_settings/_submitter_completed_email_form.html.erb

@@ -0,0 +1,28 @@
+<div class="collapse collapse-plus bg-base-200">
+  <input type="checkbox">
+  <div class="collapse-title text-xl font-medium">
+    <div>
+      Form Completed Email
+    </div>
+  </div>
+  <div class="collapse-content">
+    <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+      <%= f.hidden_field :key %>
+      <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+        <div class="form-control">
+          <%= ff.label :subject, class: 'label' %>
+          <%= ff.text_field :subject, required: true, class: 'base-input' %>
+        </div>
+        <div class="form-control">
+          <%= ff.label :body, class: 'label' %>
+          <autoresize-textarea>
+            <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
+          </autoresize-textarea>
+        </div>
+      <% end %>
+      <div class="form-control pt-2">
+        <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+      </div>
+    <% end %>
+  </div>
+</div>

app/views/personalization_settings/show.html.erb

@@ -1,25 +1,12 @@
 <div class="flex flex-wrap space-y-4 md:flex-nowrap md:space-y-0">
   <%= render 'shared/settings_nav' %>
   <div class="flex-grow max-w-xl mx-auto">
-    <p class="text-4xl font-bold mb-4">Signature Request Email</p>
+    <p class="text-4xl font-bold mb-4">Email Templates</p>
-    <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+    <div class="space-y-4">
-      <%= f.hidden_field :key %>
+      <%= render 'signature_request_email_form' %>
-      <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+      <%= render 'submitter_completed_email_form' %>
-        <div class="form-control">
+      <%= render 'documents_copy_email_form' %>
-          <%= ff.label :subject, class: 'label' %>
+    </div>
-          <%= ff.text_field :subject, required: true, class: 'base-input' %>
-        </div>
-        <div class="form-control">
-          <%= ff.label :body, class: 'label' %>
-          <autoresize-textarea>
-            <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
-          </autoresize-textarea>
-        </div>
-      <% end %>
-      <div class="form-control pt-2">
-        <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
-      </div>
-    <% end %>
     <p class="text-4xl font-bold mb-4 mt-8">Company Logo</p>
     <%= render 'logo_form' %>
   </div>

app/views/shared/_attribution.html.erb

@@ -1,4 +1 @@
-<div class="text-center px-2">
+<%= render 'shared/powered_by' %>
-  Powered by
-  <a href="<%= Docuseal::PRODUCT_URL %>" class="underline"><%= Docuseal::PRODUCT_NAME %></a> - open source documents software
-</div>

app/views/shared/_button_title.html.erb

@@ -8,7 +8,7 @@
 </span>
 <span class="disabled">
   <span class="flex items-center justify-center space-x-2">
-    <%= local_assigns[:icon_disabled] || svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
+    <%= local_assigns[:icon_disabled] || svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
     <span><%= disabled_with %>...</span>
   </span>
 </span>

app/views/shared/_clipboard_copy.html.erb

@@ -6,12 +6,22 @@
       <span class="hidden md:inline">
         <%= local_assigns[:copy_title] || 'Copy' %>
       </span>
+      <% if local_assigns[:copy_title_md] %>
+        <span class="inline md:hidden">
+          <%= local_assigns[:copy_title_md] %>
+        </span>
+      <% end %>
     </span>
     <span class="hidden peer-checked:flex items-center space-x-2">
       <%= svg_icon(local_assigns[:copied_icon] || 'clipboard_copy', class: local_assigns[:icon_class] || 'w-6 h-6 text-white') %>
       <span class="hidden md:inline">
         <%= local_assigns[:copied_title] || 'Copied' %>
       </span>
+      <% if local_assigns[:copied_title_md] %>
+        <span class="inline md:hidden">
+          <%= local_assigns[:copied_title_md] %>
+        </span>
+      <% end %>
     </span>
   </label>
 </clipboard-copy>

app/views/shared/_flash.html.erb

@@ -1,4 +1,4 @@
-<div id="flash" class="absolute top-0 w-full h-0">
+<div id="flash" class="absolute top-0 w-full h-0 z-20">
   <div class="max-w-xl mx-auto mt-1.5">
     <div class="px-4 py-3 rounded-2xl bg-base-200 flex items-center justify-between mx-4 md:mx-0">
       <div class="flex items-center space-x-3">

app/views/shared/_navbar.html.erb

@@ -15,7 +15,14 @@
       <% if Docuseal.demo? %>
         <%= render 'shared/github_button' %>
       <% else %>
-        <%= link_to 'Settings', settings_profile_index_path, class: 'hidden md:inline font-medium text-lg mr-2' %>
+        <div class="flex items-center justify-center space-x-4 mr-1">
+          <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, class: 'hidden md:inline-flex items-center font-medium text-lg', data: { prefetch: false } do %>
+            Console
+            <span class="badge badge-warning ml-1">New</span>
+          <% end %>
+          <span class="hidden md:inline-flex h-3 border-r border-base-content"></span>
+          <%= link_to 'Settings', settings_profile_index_path, class: 'hidden md:inline-flex font-medium text-lg' %>
+        </div>
       <% end %>
       <div class="dropdown dropdown-end">
         <label tabindex="0" class="cursor-pointer bg-base-content text-purple-300 rounded-full p-2 w-9 justify-center flex">
@@ -23,14 +30,28 @@
         </label>
         <ul tabindex="0" class="z-10 dropdown-content p-2 mt-2 shadow menu text-base bg-base-100 rounded-box whitespace-nowrap text-right">
           <li>
-            <%= link_to settings_profile_index_path do %>
+            <%= link_to settings_profile_index_path, class: 'flex items-center' do %>
               <%= svg_icon('adjustments', class: 'w-5 h-5 stroke-2') %>
               <span class="mr-1">Profile</span>
             <% end %>
           </li>
+          <% unless Docuseal.demo? %>
+            <li>
+              <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, data: { prefetch: false }, class: 'flex items-center' do %>
+                <%= svg_icon('terminal', class: 'w-5 h-5 stroke-2') %>
+                Console
+              <% end %>
+            </li>
+          <% end %>
           <li>
-            <%= button_to destroy_user_session_path, method: :delete, data: { turbo: false } do %>
+            <%= link_to settings_esign_path, class: 'flex items-center' do %>
-              <%= svg_icon('logout', class: 'w-5 h-5 stroke-2 inline') %>
+              <%= svg_icon('zoom_check', class: 'w-5 h-5 stroke-2') %>
+              <span class="mr-1">Verify PDF</span>
+            <% end %>
+          </li>
+          <li>
+            <%= button_to destroy_user_session_path, method: :delete, data: { turbo: false }, class: 'flex items-center' do %>
+              <%= svg_icon('logout', class: 'w-5 h-5 stroke-2 mr-2 inline') %>
               <span class="mr-1">Sign out</span>
             <% end %>
           </li>

app/views/shared/_powered_by.html.erb

@@ -0,0 +1,4 @@
+<div class="text-center px-2">
+  Powered by
+  <a href="<%= Docuseal::PRODUCT_URL %>" class="underline"><%= Docuseal::PRODUCT_NAME %></a> - open source documents software
+</div>

app/views/shared/_settings_nav.html.erb

@@ -16,9 +16,12 @@
         <li>
           <%= link_to 'Storage', settings_storage_index_path, class: 'text-base hover:bg-base-300' %>
         </li>
+        <li>
+          <%= link_to 'SMS', settings_sms_path, class: 'text-base hover:bg-base-300' %>
+        </li>
       <% end %>
       <li>
-        <%= link_to 'Signature', settings_esign_index_path, class: 'text-base hover:bg-base-300' %>
+        <%= link_to 'E-Signature', settings_esign_path, class: 'text-base hover:bg-base-300' %>
       </li>
       <li>
         <%= link_to 'Team', settings_users_path, class: 'text-base hover:bg-base-300' %>

app/views/shared/_turbo_modal.html.erb

@@ -1,5 +1,5 @@
 <turbo-frame id="modal">
-  <turbo-modal class="modal modal-open items-start !animate-none overflow-y-auto">
+  <turbo-modal class="modal modal-open items-start !animate-none overflow-y-auto" data-close-after-submit="<%= local_assigns.key?(:close_after_submit) ? local_assigns[:close_after_submit] : true %>">
     <div class="absolute top-0 bottom-0 right-0 left-0" data-action="click:turbo-modal#close"></div>
     <div class="modal-box pt-4 pb-6 px-6 mt-20 max-h-none">
       <% if local_assigns[:title] %>

app/views/sms_settings/_placeholder.html.erb

@@ -0,0 +1,11 @@
+<div class="alert">
+  <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+  <div>
+    <p class="font-bold">Send signature requests via SMS</p>
+    <p class="text-gray-700">
+      Unlock with DocuSeal Enterprise
+      <br>
+      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
+    </p>
+  </div>
+</div>

app/views/sms_settings/index.html.erb

@@ -0,0 +1,8 @@
+<div class="flex flex-wrap space-y-4 md:flex-nowrap md:space-y-0">
+  <%= render 'shared/settings_nav' %>
+  <div class="flex-grow max-w-xl mx-auto">
+    <h1 class="text-4xl font-bold mb-4">SMS</h1>
+    <%= render 'placeholder' %>
+  </div>
+  <div class="w-0 md:w-52"></div>
+</div>

app/views/submissions/_annotation.html.erb

@@ -0,0 +1 @@
+<a href="<%= annot['value'] %>" rel="noopener noreferrer nofollow" target="_blank" class="flex absolute" style="width: <%= annot['w'] * 100 %>%; height: <%= annot['h'] * 100 %>%; left: <%= annot['x'] * 100 %>%; top: <%= annot['y'] * 100 %>%"></a>

app/views/submissions/_detailed_form.html.erb

@@ -0,0 +1,43 @@
+<%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
+  <dynamic-list class="space-y-4">
+    <div class="space-y-4">
+      <div class="card card-compact bg-base-200" data-targets="dynamic-list.items">
+        <div class="card-body">
+          <div class="absolute right-4 top-5">
+            <a href="#" data-action="click:dynamic-list#removeItem" class="<%= template.submitters.size == 1 ? 'right-2' : '-top-3' %> relative block w-6 h-6 rounded-lg text-neutral-700 text-center bg-base-300 p-1 hidden hover:bg-neutral hover:text-white">
+              <%= svg_icon('trash', class: 'w-4 h-4') %>
+            </a>
+          </div>
+          <div class="grid <%= 'md:grid-cols-2' if template.submitters.size > 1 %> gap-4">
+            <% template.submitters.each do |item| %>
+              <div class="form-control">
+                <% if template.submitters.size > 1 %>
+                  <label class="label pt-0 pb-1 text-xs">
+                    <span class="label-text"> <%= item['name'] %></span>
+                  </label>
+                <% end %>
+                <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
+                <input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered" placeholder="Name" required>
+                <div class="grid <%= 'md:grid-cols-2 gap-1' if template.submitters.size == 1 %>">
+                  <input type="email" name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered mt-1.5" placeholder="Email (optional)">
+                  <input type="tel" pattern="^\+[0-9\s\-]+$" oninvalid="this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''" oninput="this.setCustomValidity('')" name="submission[1][submitters][][phone]" autocomplete="off" class="input input-sm input-bordered mt-1.5" placeholder="Phone (optional)">
+                </div>
+              </div>
+            <% end %>
+          </div>
+        </div>
+      </div>
+    </div>
+    <a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
+      <%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
+      <span>Add Recipient</span>
+    </a>
+  </dynamic-list>
+  <div>
+    <%= render 'send_email', f:, template: %>
+    <%= render 'send_sms', f: %>
+  </div>
+  <div class="form-control">
+    <%= f.button button_title(title: 'Add Recipients'), class: 'base-button' %>
+  </div>
+<% end %>

app/views/submissions/_email_form.html.erb

@@ -0,0 +1,42 @@
+<%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
+  <% if template.submitters.size == 1 %>
+    <div class="form-control">
+      <autoresize-textarea>
+        <%= f.text_area :emails, required: true, class: 'base-textarea w-full', placeholder: 'Type emails here...' %>
+      </autoresize-textarea>
+    </div>
+  <% else %>
+    <dynamic-list class="space-y-4">
+      <div class="space-y-4">
+        <div class="card card-compact bg-base-200" data-targets="dynamic-list.items">
+          <div class="card-body">
+            <div class="absolute right-4 top-5">
+              <a href="#" data-action="click:dynamic-list#removeItem" class="-top-3 relative block w-6 h-6 rounded-lg text-neutral-700 text-center bg-base-300 p-1 hidden hover:bg-neutral hover:text-white">
+                <%= svg_icon('trash', class: 'w-4 h-4') %>
+              </a>
+            </div>
+            <div class="grid md:grid-cols-2 gap-4">
+              <% template.submitters.each do |item| %>
+                <div class="form-control">
+                  <label class="label pt-0 pb-1 text-xs">
+                    <span class="label-text"> <%= item['name'] %></span>
+                  </label>
+                  <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
+                  <input type="email" name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered" placeholder="Email" required>
+                </div>
+              <% end %>
+            </div>
+          </div>
+        </div>
+      </div>
+      <a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
+        <%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
+        <span>Add Recipient</span>
+      </a>
+    </dynamic-list>
+  <% end %>
+  <%= render 'send_email', f:, template: %>
+  <div class="form-control">
+    <%= f.button button_title(title: 'Add Recipients'), class: 'base-button' %>
+  </div>
+<% end %>

app/views/submissions/_phone_form.html.erb

@@ -0,0 +1,44 @@
+<%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
+  <dynamic-list class="space-y-4">
+    <div class="space-y-4">
+      <div class="card card-compact bg-base-200" data-targets="dynamic-list.items">
+        <div class="card-body">
+          <div class="absolute right-4 top-5">
+            <a href="#" data-action="click:dynamic-list#removeItem" class="<%= template.submitters.size == 1 ? 'right-2' : '-top-3' %> relative block w-6 h-6 rounded-lg text-neutral-700 text-center bg-base-300 p-1 hidden hover:bg-neutral hover:text-white">
+              <%= svg_icon('trash', class: 'w-4 h-4') %>
+            </a>
+          </div>
+          <div class="grid md:grid-cols-2 <%= template.submitters.size > 1 ? 'gap-4' : 'gap-1' %>">
+            <% template.submitters.each do |item| %>
+              <div class="form-control">
+                <% if template.submitters.size > 1 %>
+                  <label class="label pt-0 pb-1 text-xs">
+                    <span class="label-text"> <%= item['name'] %></span>
+                  </label>
+                <% end %>
+                <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
+                <input type="tel" pattern="^\+[0-9\s\-]+$" oninvalid="this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''" oninput="this.setCustomValidity('')" name="submission[1][submitters][][phone]" autocomplete="off" class="input input-sm input-bordered" placeholder="Phone" required>
+                <% if template.submitters.size > 1 %>
+                  <input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered mt-1.5" placeholder="Name (optional)">
+                <% end %>
+              </div>
+              <% if template.submitters.size == 1 %>
+                <div class="form-control flex">
+                  <input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered" placeholder="Name (optional)">
+                </div>
+              <% end %>
+            <% end %>
+          </div>
+        </div>
+      </div>
+    </div>
+    <a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
+      <%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
+      <span>Add Recipient</span>
+    </a>
+  </dynamic-list>
+  <%= render 'send_sms', f: %>
+  <div class="form-control">
+    <%= f.button button_title(title: 'Add Recipients'), class: 'base-button' %>
+  </div>
+<% end %>

app/views/submissions/_send_email.html.erb

@@ -0,0 +1,37 @@
+<div class="form-control">
+  <% is_smtp_configured = Accounts.can_send_emails?(current_account) %>
+  <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
+    <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !is_smtp_configured, onchange: "window.message_field && message_field.classList.toggle('hidden', !event.currentTarget.checked)" %>
+    <span class="label">Send Email</span>
+  <% end %>
+  <% unless is_smtp_configured %>
+    <div class="alert my-4">
+      <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+      <div>
+        <p class="font-bold">SMTP not Configured</p>
+        <p class="text-gray-700">
+          Configure SMTP settings in order to send emails:
+          <br>
+          <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">Go to SMTP settings</a>
+        </p>
+      </div>
+    </div>
+  <% end %>
+</div>
+<% unless AccountConfig.exists?(key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+  <div id="message_field" class="card card-compact bg-base-200 hidden">
+    <div class="card-body">
+      <div class="form-control space-y-2">
+        <span class="label-text">Hi there,</span>
+        <autoresize-textarea>
+          <%= f.text_area :message, value: format(SubmitterMailer::DEFAULT_MESSAGE, name: template.name), required: true, class: 'base-textarea !rounded-lg w-full' %>
+        </autoresize-textarea>
+        <span class="label-text">
+          Thanks,
+          <br>
+          <%= current_account.name %>
+        </span>
+      </div>
+    </div>
+  </div>
+<% end %>

app/views/submissions/_send_sms.html.erb

@@ -0,0 +1,3 @@
+<div class="form-control">
+  <%= render 'sms_settings/placeholder' %>
+</div>

app/views/submissions/_send_sms_button.html.erb

@@ -0,0 +1,5 @@
+<div class="mt-2 mb-1">
+  <div class="tooltip w-full" data-tip="Unlock with Enterpise">
+    <%= link_to submitter.sent_at? ? 'Re-send SMS' : 'Send SMS', "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}", class: 'btn btn-sm btn-primary text-gray-400 w-full' %>
+  </div>
+</div>

app/views/submissions/new.html.erb

@@ -1,81 +1,26 @@
-<%= render 'shared/turbo_modal', title: 'New Recipients' do %>
+<%= render 'shared/turbo_modal', title: 'Add New Recipients' do %>
-  <%= form_for '', url: template_submissions_path(@template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
+  <% options = [['via Email', 'email'], ['via Phone', 'phone'], ['Detailed', 'detailed']] %>
-    <% if @template.submitters.size == 1 %>
+  <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center mt-4 block">
-      <div class="form-control">
+    <div class="join">
-        <%= f.label :emails, class: 'label' %>
+      <% options.each_with_index do |(label, value), index| %>
-        <autoresize-textarea>
+        <span>
-          <%= f.text_area :emails, required: true, class: 'base-textarea w-full' %>
+          <%= radio_button_tag 'option', value, value == 'email', class: 'peer hidden', data: { action: 'change:toggle-visible#trigger' } %>
-        </autoresize-textarea>
+          <label for="option_<%= value %>" class="<%= '!rounded-s-full' if index.zero? %> btn btn-focus btn-sm join-item w-28 peer-checked:btn-active normal-case">
-      </div>
+            <%= label %>
-    <% else %>
+          </label>
-      <dynamic-list class="space-y-4">
+        </span>
-        <div class="space-y-4">
-          <div class="card card-compact bg-base-200" data-targets="dynamic-list.items">
-            <div class="card-body">
-              <div class="absolute right-4 top-5">
-                <a href="#" data-action="click:dynamic-list#removeItem" class="-top-3 relative block w-6 h-6 rounded-lg text-neutral-700 text-center bg-base-300 p-1 hidden hover:bg-neutral hover:text-white">
-                  <%= svg_icon('trash', class: 'w-4 h-4') %>
-                </a>
-              </div>
-              <div class="grid md:grid-cols-2 gap-4">
-                <% @template.submitters.each do |item| %>
-                  <div class="form-control">
-                    <label class="label pt-0 pb-1 text-xs">
-                      <span class="label-text"> <%= item['name'] %></span>
-                    </label>
-                    <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
-                    <input type="email" name="submission[1][submitters][][email]" value="<%= item['email'] %>" autocomplete="off" class="input input-sm input-bordered" placeholder="Email" required>
-                  </div>
-                <% end %>
-              </div>
-            </div>
-          </div>
-        </div>
-        <a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
-          <%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
-          <span>Add Recipient</span>
-        </a>
-      </dynamic-list>
-    <% end %>
-    <div class="form-control">
-      <% is_smtp_configured = Accounts.can_send_emails?(current_account) %>
-      <%= f.label :send_email, class: 'flex items-center cursor-pointer' do %>
-        <%= f.check_box :send_email, class: 'base-checkbox', disabled: !is_smtp_configured, onchange: "window.message_field && message_field.classList.toggle('hidden', !event.currentTarget.checked)" %>
-        <span class="label">Send Email</span>
-      <% end %>
-      <% unless is_smtp_configured %>
-        <div class="alert my-4">
-          <%= svg_icon('info_circle', class: 'w-6 h-6') %>
-          <div>
-            <p class="font-bold">SMTP not Configured</p>
-            <p class="text-gray-700">
-              Configure SMTP settings in order to send emails:
-              <br>
-              <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">Go to SMTP settings</a>
-            </p>
-          </div>
-        </div>
       <% end %>
     </div>
-    <% unless AccountConfig.exists?(key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+  </toggle-visible>
-      <div id="message_field" class="card card-compact bg-base-200 hidden">
+  <div class="mt-4">
-        <div class="card-body">
+    <div id="email">
-          <div class="form-control space-y-2">
+      <%= render 'email_form', template: @template %>
-            <span class="label-text">Hi there,</span>
-            <autoresize-textarea>
-              <%= f.text_area :message, value: format(SubmitterMailer::DEFAULT_MESSAGE, name: @template.name), required: true, class: 'base-textarea !rounded-lg w-full' %>
-            </autoresize-textarea>
-            <span class="label-text">
-              Thanks,
-              <br>
-              <%= current_account.name %>
-            </span>
-          </div>
-        </div>
-      </div>
-    <% end %>
-    <div class="form-control">
-      <%= f.button button_title(title: 'Add Recipients'), class: 'base-button' %>
     </div>
-  <% end %>
+    <div id="phone" class="hidden">
+      <%= render 'phone_form', template: @template %>
+    </div>
+    <div id="detailed" class="hidden">
+      <%= render 'detailed_form', template: @template %>
+    </div>
+  </div>
 <% end %>

app/views/submissions/show.html.erb

@@ -24,7 +24,7 @@
   <div class="flex md:max-h-[calc(100vh-60px)]">
     <div class="overflow-y-auto overflow-x-hidden hidden lg:block w-52 flex-none pr-3 mt-0.5 pt-0.5">
       <% (@submission.template_schema || @submission.template.schema).each do |item| %>
-        <% document = @submission.template.documents.find { |a| item['attachment_uuid'] == a.uuid } %>
+        <% document = @submission.template_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="<%= 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">
@@ -39,11 +39,15 @@
         <% values = @submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
         <% attachments_index = ActiveStorage::Attachment.where(record: @submission.submitters, name: :attachments).preload(:blob).index_by(&:uuid) %>
         <% (@submission.template_schema || @submission.template.schema).each do |item| %>
-          <% document = @submission.template.documents.find { |e| e.uuid == item['attachment_uuid'] } %>
+          <% document = @submission.template_schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
+          <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% document.preview_images.sort_by { |a| a.filename.base.to_i }.each_with_index do |page, index| %>
             <div id="<%= "page-#{document.uuid}-#{index}" %>" class="relative">
               <img src="<%= page.url %>" width="<%= page.metadata['width'] %>" class="shadow-md mb-4" height="<%= page.metadata['height'] %>" loading="lazy">
               <div class="top-0 bottom-0 left-0 right-0 absolute">
+                <% document_annots_index[index]&.each do |annot| %>
+                  <%= render 'submissions/annotation', annot: %>
+                <% end %>
                 <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
                   <% value = values[field['uuid']] %>
                   <% next if value.blank? %>
@@ -68,18 +72,44 @@
                 <%= (@submission.template_submitters || @submission.template.submitters).find { |e| e['uuid'] == submitter&.uuid }&.dig('name') || "#{(index + 1).ordinalize} Submitter" %>
               </span>
             </div>
-            <div class="flex items-center space-x-1 mt-1">
+            <% if submitter&.name.present? %>
-              <%= svg_icon('mail', class: 'w-5 h-5') %>
+              <div class="flex items-center space-x-1 mt-1">
-              <span>
+                <%= svg_icon('user', class: 'w-5 h-5') %>
-                <%= submitter&.email || 'N/A' %>
+                <span>
-              </span>
+                  <%= submitter&.name %>
-            </div>
+                </span>
+              </div>
+            <% end %>
+            <% if submitter&.email.present? %>
+              <div class="flex items-center space-x-1 mt-1">
+                <%= svg_icon('mail', class: 'w-5 h-5') %>
+                <span>
+                  <%= submitter.email || 'N/A' %>
+                </span>
+              </div>
+            <% end %>
+            <% if submitter&.phone.present? %>
+              <div class="flex items-center space-x-1 mt-1">
+                <%= svg_icon('phone', class: 'w-5 h-5') %>
+                <span>
+                  <%= submitter.phone %>
+                </span>
+              </div>
+            <% end %>
             <div class="flex items-center space-x-1 mt-1">
               <%= svg_icon('writing', class: 'w-5 h-5') %>
               <span>
                 <%= submitter&.completed_at? ? l(submitter.completed_at.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) : 'Not completed yet' %>
               </span>
             </div>
+            <% if submitter && submitter.email && !submitter.completed_at %>
+              <div class="mt-2 mb-1">
+                <%= button_to button_title(title: submitter.sent_at? ? 'Re-send Email' : 'Send Email', disabled_with: 'Sending'), submitter_send_email_index_path(submitter_slug: submitter.slug), class: 'btn btn-sm btn-primary w-full' %>
+              </div>
+            <% end %>
+            <% if submitter && submitter.phone && !submitter.completed_at %>
+              <%= render 'send_sms_button', submitter: %>
+            <% end %>
             <% if submitter && !submitter.completed_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) %>">

app/views/submissions_export/new.html.erb

@@ -0,0 +1,32 @@
+<%= render 'shared/turbo_modal', title: 'Export', close_after_submit: false do %>
+  <div class="space-y-2">
+    <%= button_to template_submissions_export_index_path(@template), params: { format: :xlsx }, method: :get, data: { turbo_frame: :_top } do %>
+      <div class="flex items-center p-4 text-left rounded-2xl border border-neutral-300 hover:cursor-pointer hover:bg-neutral hover:text-gray-300">
+        <div class="enabled">
+          <%= svg_icon('download', class: 'w-12 h-12 stroke-2 mr-2') %>
+        </div>
+        <div class="disabled">
+          <%= svg_icon('loader', class: 'w-12 h-12 stroke-2 mr-2 animate-spin') %>
+        </div>
+        <div class="flex flex-col">
+          <span class="mb-1 text-lg font-semibold">XLSX</span>
+          <p class="text-sm"> Primarily opened with Microsoft Excel. Other options include Google Sheets, LibreOffice Calc, and OpenOffice Calc.</p>
+        </div>
+      </div>
+    <% end %>
+    <%= button_to template_submissions_export_index_path(@template), params: { format: :csv }, method: :get, data: { turbo_frame: :_top } do %>
+      <div class="flex items-center text-left p-4 rounded-2xl border border-neutral-300 hover:cursor-pointer hover:bg-neutral hover:text-gray-300">
+        <div class="enabled">
+          <%= svg_icon('download', class: 'w-12 h-12 stroke-2 mr-2') %>
+        </div>
+        <div class="disabled">
+          <%= svg_icon('loader', class: 'w-12 h-12 stroke-2 mr-2 animate-spin') %>
+        </div>
+        <div class="flex flex-col">
+          <span class="mb-1 text-lg font-semibold">CSV</span>
+          <p class="text-sm">Can be opened with Microsoft Excel, Google Sheets, or any text editor like Notepad.</p>
+        </div>
+      </div>
+    <% end %>
+  </div>
+<% end %>

app/views/submit_form/_submission_form.html.erb

@@ -0,0 +1,3 @@
+<% data_attachments = attachments_index.values.select { |e| e.record_id == submitter.id }.to_json(only: %i[uuid], methods: %i[url filename content_type]) %>
+<% data_fields = (submitter.submission.template_fields || submitter.submission.template.fields).select { |f| f['submitter_uuid'] == submitter.uuid }.to_json %>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(Struct.new(:id).new(@submitter.submission.template.account_id)) %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-authenticity-token="<%= form_authenticity_token %>" data-values="<%= submitter.values.to_json %>"></submission-form>

app/views/submit_form/completed.html.erb

@@ -17,7 +17,7 @@
       </div>
     </div>
     <div>
-      <% if Accounts.can_send_emails?(@submitter.submission.template.account) %>
+      <% if Accounts.can_send_emails?(@submitter.submission.template.account) && @submitter.email.present? %>
         <%= button_to button_title(title: 'Send copy to Email', disabled_with: 'Sending', icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { submitter_slug: @submitter.slug }, form: { onsubmit: 'event.submitter.disabled = true' }, class: 'white-button w-full' %>
         <div class="divider">OR</div>
       <% end %>

app/views/submit_form/show.html.erb

@@ -8,11 +8,15 @@
         <%= render 'banner' %>
       </div>
       <% (@submitter.submission.template_schema || @submitter.submission.template.schema).each do |item| %>
-        <% document = @submitter.submission.template.documents.find { |a| a.uuid == item['attachment_uuid'] } %>
+        <% document = @submitter.submission.template_schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
+        <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
         <% document.preview_images.sort_by { |a| a.filename.base.to_i }.each_with_index do |page, index| %>
           <div class="relative my-4 shadow-md">
             <img src="<%= page.url %>" width="<%= page.metadata['width'] %>" height="<%= page.metadata['height'] %>" loading="lazy">
             <div id="page-<%= [document.uuid, index].join('-') %>" class="top-0 bottom-0 left-0 right-0 absolute">
+              <% document_annots_index[index]&.each do |annot| %>
+                <%= render 'submissions/annotation', annot: %>
+              <% end %>
               <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
                 <% value = values[field['uuid']] %>
                 <% next if value.blank? %>
@@ -29,7 +33,7 @@
 <div class="fixed bottom-0 w-full h-0 z-20">
   <div class="mx-auto" style="max-width: 1000px">
     <div class="relative md:mx-32">
-      <submission-form data-is-demo="<%= Docuseal.demo? %>" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-submitter-uuid="<%= @submitter.uuid %>" data-submitter-slug="<%= @submitter.slug %>" data-can-send-email="<%= Accounts.can_send_emails?(Struct.new(:id).new(@submitter.submission.template.account_id)) %>" data-attachments="<%= attachments_index.values.select { |e| e.record_id == @submitter.id }.to_json(only: %i[uuid], methods: %i[url filename content_type]) %>" data-fields="<%= (@submitter.submission.template_fields || @submitter.submission.template.fields).select { |f| f['submitter_uuid'] == @submitter.uuid }.to_json %>" data-values="<%= @submitter.values.to_json %>" data-authenticity-token="<%= form_authenticity_token %>"></submission-form>
+      <%= render 'submission_form', attachments_index:, submitter: @submitter %>
     </div>
   </div>
 </div>

app/views/submitter_mailer/completed_email.html.erb

@@ -1,3 +1,7 @@
-<p>Hi <%= @user.first_name %>,</p>
+<% if @email_config %>
-<p><%= @submitter.email %> has completed the "<%= @submitter.submission.template.name %>" form.</p>
+  <%= auto_link(simple_format(h(ReplaceEmailVariables.call(@email_config.value['body'], submitter: @submitter)))) %>
-<p><%= link_to 'View Submission', submission_url(@submitter.submission) %></p>
+<% else %>
+  <p>Hi <%= @user.first_name %>,</p>
+  <p><%= @submitter.email %> has completed the "<%= @submitter.submission.template.name %>" form.</p>
+  <p><%= link_to 'View Submission', submission_url(@submitter.submission) %></p>
+<% end %>

app/views/submitter_mailer/documents_copy_email.html.erb

@@ -1,13 +1,17 @@
-<p>Hi there,</p>
+<% if @email_config %>
-<p>Please check the copy of your "<%= @submitter.submission.template.name %>" submission in the email attachments.</p>
+  <%= auto_link(simple_format(h(ReplaceEmailVariables.call(@email_config.value['body'], submitter: @submitter)))) %>
-<p>Alternatively, you can download the copy using:</p>
+<% else %>
-<% @documents.each do |document| %>
+  <p>Hi there,</p>
-  <ul>
+  <p>Please check the copy of your "<%= @submitter.submission.template.name %>" submission in the email attachments.</p>
-    <li>
+  <p>Alternatively, you can download the copy using:</p>
-      <%= link_to document.filename.to_s, rails_blob_url(document) %>
+  <% @documents.each do |document| %>
-    </li>
+    <ul>
-  </ul>
+      <li>
+        <%= link_to document.filename.to_s, rails_blob_url(document) %>
+      </li>
+    </ul>
+  <% end %>
+  <p>
+    Thanks,<br><%= @current_account.name %>
+  </p>
 <% end %>
-<p>
-  Thanks,<br><%= @current_account.name %>
-</p>

app/views/templates/_submission.html.erb

@@ -0,0 +1,116 @@
+<% status_badges = { 'awaiting' => 'badge-info', 'sent' => 'badge-info', 'completed' => 'badge-success', 'opened' => 'badge-warning' } %>
+<a href="<%= submission_path(submission) %>" class="bg-base-200 w-full flex flex-col md:flex-row space-y-4 md:space-y-0 md:justify-between rounded-2xl px-6 py-5 md:items-center">
+  <% submitters = (submission.template_submitters || submission.template.submitters).filter_map { |item| submission.submitters.find { |e| e.uuid == item['uuid'] } } %>
+  <% is_submission_completed = submitters.all?(&:completed_at?) %>
+  <% if submitters.size == 1 %>
+    <div>
+      <% submitter = submitters.first %>
+      <div class="flex items-center space-x-4">
+        <span class="flex items-center space-x-3">
+          <div class="tooltip flex" data-tip="<%= l(submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
+            <span class="badge <%= status_badges[submitter.status] %> md:w-32 badge-lg bg-opacity-50 uppercase text-sm font-semibold">
+              <%= submitter.status %>
+            </span>
+          </div>
+          <span class="text-lg break-all flex items-center">
+            <%= submitter.name || submitter.email || submitter.phone %>
+          </span>
+        </span>
+      </div>
+    </div>
+    <div class="flex space-x-2 items-center">
+      <% if submitter.completed_at? %>
+        <form onsubmit="event.preventDefault()">
+          <button onclick="event.stopPropagation()">
+            <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
+              <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+                <%= svg_icon('download', class: 'w-5 h-5 stroke-2') %>
+                <span class="inline">Download</span>
+              </span>
+              <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                <%= svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
+                <span class="inline">Downloa...</span>
+              </span>
+            </download-button>
+          </button>
+        </form>
+      <% else %>
+        <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-sm btn-neutral text-white md:w-36 flex', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
+      <% end %>
+      <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
+      <%= button_to button_title(title: nil, disabled_with: 'Remov', icon: svg_icon('trash', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm', title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
+    </div>
+  <% else %>
+    <div class="space-y-1 w-full md:mr-2">
+      <div class="flex items-center space-x-3">
+        <% if is_submission_completed %>
+          <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
+          <div class="tooltip flex" data-tip="<%= l(latest_submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
+            <span class="badge <%= status_badges[latest_submitter.status] %> md:w-32 bg-opacity-50 badge-lg uppercase text-sm font-semibold">
+              <%= latest_submitter.status %>
+            </span>
+          </div>
+        <% end %>
+        <div class="w-full">
+          <% submitters.each_with_index do |submitter, index| %>
+            <div class="flex justify-between items-center space-x-3">
+              <span class="flex items-center space-x-3">
+                <% unless is_submission_completed %>
+                  <div class="tooltip flex" data-tip="<%= l(submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
+                    <span class="badge md:w-24 <%= status_badges[submitter.status] %> bg-opacity-50 uppercase text-xs font-semibold">
+                      <%= submitter.status %>
+                    </span>
+                  </div>
+                <% end %>
+                <span class="text-lg break-all">
+                  <%= submitter.name || submitter.email || submitter.phone %>
+                </span>
+              </span>
+              <% if submitter.completed_at? && !is_submission_completed %>
+                <form onsubmit="event.preventDefault()">
+                  <button onclick="event.stopPropagation()">
+                    <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-xs btn-neutral text-white md:w-36">
+                      <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+                        <%= svg_icon('download', class: 'w-4 h-4 stroke-2') %>
+                        <span class="hidden md:inline">Download</span>
+                      </span>
+                      <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                        <%= svg_icon('loader', class: 'w-4 h-4 animate-spin') %>
+                        <span class="hidden md:inline">Downloa...</span>
+                      </span>
+                    </download-button>
+                  </button>
+                </form>
+              <% elsif !is_submission_completed %>
+                <div class="flex items-center space-x-3">
+                  <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-xs text-xs btn-neutral text-white md:w-36 flex', icon_class: 'w-4 h-4 text-white', copy_title: 'Copy Link' %>
+                </div>
+              <% end %>
+            </div>
+          <% end %>
+        </div>
+      </div>
+    </div>
+    <div class="flex space-x-2 items-center">
+      <% if is_submission_completed %>
+        <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
+        <form onsubmit="event.preventDefault()">
+          <button onclick="event.stopPropagation()">
+            <download-button data-src="<%= submitter_download_index_path(latest_submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
+              <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+                <%= svg_icon('download', class: 'w-5 h-5 stroke-2') %>
+                <span class="inline">Download</span>
+              </span>
+              <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                <%= svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
+                <span class="inline">Downloa...</span>
+              </span>
+            </download-button>
+          </button>
+        </form>
+      <% end %>
+      <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
+      <%= button_to button_title(title: nil, disabled_with: 'Remov', icon: svg_icon('trash', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm', title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
+    </div>
+  <% end %>
+</a>

app/views/templates/edit.html.erb

@@ -1 +1 @@
-<template-builder data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-template="<%= @template.as_json.merge(documents: @template.schema_documents.as_json(include: { preview_images: { methods: %i[url metadata filename] } })).to_json %>"></template-builder>
+<template-builder class="grid" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-template="<%= @template.as_json.merge(documents: @template.schema_documents.as_json(include: { preview_images: { methods: %i[url metadata filename] } })).to_json %>"></template-builder>

app/views/templates/show.html.erb

@@ -1,4 +1,4 @@
-<div class="flex flex-col md:flex-row space-y-2 md:space-y-0 md:justify-between items-start mb-8">
+<div class="flex flex-col items-start md:flex-row space-y-2 md:space-y-0 md:justify-between md:items-center mb-8">
   <h1 class="text-4xl font-semibold mr-4" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
     <%= @template.name %>
   </h1>
@@ -17,141 +17,30 @@
   </div>
 </div>
 <% if !@pagy.count.zero? || @template.submitters.to_a.size == 1 %>
-  <div class="flex justify-between mb-6 items-end">
+  <div class="flex justify-between mb-6 md:items-end flex-col md:flex-row">
     <p class="text-3xl font-bold">Submissions</p>
-    <div class="flex space-x-2">
+    <div class="flex space-x-2 mt-3 md:mt-0">
+      <%= link_to new_template_submissions_export_path(@template), class: 'order-3 md:order-1 btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>
+        <span>Export</span>
+      <% end %>
       <% if @template.submitters.to_a.size == 1 %>
-        <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Share Link', copied_title: 'Copied to Clipboard' %>
+        <span class="order-1">
+          <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Share Link', copied_title: 'Copied to Clipboard', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
+        </span>
       <% end %>
       <% unless @pagy.count.zero? %>
-        <%= link_to new_template_submission_path(@template), class: 'btn btn-primary text-base', data: { turbo_frame: 'modal' } do %>
+        <%= link_to new_template_submission_path(@template), class: 'order-1 btn btn-primary text-base', data: { turbo_frame: 'modal' } do %>
           <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
-          <span class="hidden md:block">Add Recipients</span>
+          <span>Add <span class="hidden md:inline">Recipients</span></span>
         <% end %>
       <% end %>
     </div>
   </div>
 <% end %>
-<% status_badges = { 'awaiting' => 'badge-info', 'sent' => 'badge-info', 'completed' => 'badge-success', 'opened' => 'badge-warning' } %>
 <% if @submissions.present? %>
   <div class="space-y-4">
-    <% @submissions.each do |submission| %>
+    <%= render partial: 'submission', collection: @submissions %>
-      <a href="<%= submission_path(submission) %>" class="bg-base-200 w-full flex flex-col md:flex-row space-y-4 md:space-y-0 md:justify-between rounded-2xl px-6 py-5 md:items-center">
-        <% submitters = (submission.template_submitters || submission.template.submitters).filter_map { |item| submission.submitters.find { |e| e.uuid == item['uuid'] } } %>
-        <% is_submission_complated = submitters.all?(&:completed_at?) %>
-        <% if submitters.size == 1 %>
-          <div>
-            <% submitter = submitters.first %>
-            <div class="flex items-center space-x-4">
-              <span class="flex items-center space-x-3">
-                <div class="tooltip flex" data-tip="<%= l(submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
-                  <span class="badge <%= status_badges[submitter.status] %> md:w-32 badge-lg bg-opacity-50 uppercase text-sm font-semibold">
-                    <%= submitter.status %>
-                  </span>
-                </div>
-                <span class="text-lg break-all">
-                  <%= submitter.email %>
-                </span>
-              </span>
-            </div>
-          </div>
-          <div class="flex space-x-2 items-center">
-            <% if submitter.completed_at? %>
-              <form onsubmit="event.preventDefault()">
-                <button onclick="event.stopPropagation()">
-                  <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
-                    <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
-                      <%= svg_icon('download', class: 'w-5 h-5 stroke-2') %>
-                      <span class="inline">Download</span>
-                    </span>
-                    <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                      <%= svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
-                      <span class="inline">Downloa...</span>
-                    </span>
-                  </download-button>
-                </button>
-              </form>
-            <% else %>
-              <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-sm btn-neutral text-white md:w-36 flex', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link' %>
-            <% end %>
-            <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
-            <%= button_to button_title(title: nil, disabled_with: 'Remov', icon: svg_icon('trash', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm', title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
-          </div>
-        <% else %>
-          <div class="space-y-1 w-full md:mr-2">
-            <div class="flex items-center space-x-3">
-              <% if is_submission_complated %>
-                <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
-                <div class="tooltip flex" data-tip="<%= l(latest_submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
-                  <span class="badge <%= status_badges[latest_submitter.status] %> md:w-32 bg-opacity-50 badge-lg uppercase text-sm font-semibold">
-                    <%= latest_submitter.status %>
-                  </span>
-                </div>
-              <% end %>
-              <div class="w-full">
-                <% submitters.each_with_index do |submitter, index| %>
-                  <div class="flex justify-between items-center space-x-3">
-                    <span class="flex items-center space-x-3">
-                      <% unless is_submission_complated %>
-                        <div class="tooltip flex" data-tip="<%= l(submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
-                          <span class="badge md:w-24 <%= status_badges[submitter.status] %> bg-opacity-50 uppercase text-xs font-semibold">
-                            <%= submitter.status %>
-                          </span>
-                        </div>
-                      <% end %>
-                      <span class="text-lg break-all">
-                        <%= submitter.email %>
-                      </span>
-                    </span>
-                    <% if submitter.completed_at? && !is_submission_complated %>
-                      <form onsubmit="event.preventDefault()">
-                        <button onclick="event.stopPropagation()">
-                          <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-xs btn-neutral text-white md:w-36">
-                            <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
-                              <%= svg_icon('download', class: 'w-4 h-4 stroke-2') %>
-                              <span class="hidden md:inline">Download</span>
-                            </span>
-                            <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                              <%= svg_icon('loader', class: 'w-4 h-4 animate-spin') %>
-                              <span class="hidden md:inline">Downloa...</span>
-                            </span>
-                          </download-button>
-                        </button>
-                      </form>
-                    <% elsif !is_submission_complated %>
-                      <div class="flex items-center space-x-3">
-                        <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-xs text-xs btn-neutral text-white md:w-36 flex', icon_class: 'w-4 h-4 text-white', copy_title: 'Copy Link' %>
-                      </div>
-                    <% end %>
-                  </div>
-                <% end %>
-              </div>
-            </div>
-          </div>
-          <div class="flex space-x-2 items-center">
-            <% if is_submission_complated %>
-              <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
-              <form onsubmit="event.preventDefault()">
-                <button onclick="event.stopPropagation()">
-                  <download-button data-src="<%= submitter_download_index_path(latest_submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
-                    <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
-                      <%= svg_icon('download', class: 'w-5 h-5 stroke-2') %>
-                      <span class="inline">Download</span>
-                    </span>
-                    <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                      <%= svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
-                      <span class="inline">Downloa...</span>
-                    </span>
-                  </download-button>
-                </button>
-              </form>
-            <% end %>
-            <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
-            <%= button_to button_title(title: nil, disabled_with: 'Remov', icon: svg_icon('trash', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm', title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
-          </div>
-        <% end %>
-      </a>
-    <% end %>
   </div>
   <%= render 'shared/pagination', pagy: @pagy, items_name: 'submissions' %>
 <% else %>

app/views/users/index.html.erb

@@ -49,7 +49,7 @@
                 <%= link_to edit_user_path(user), class: 'btn btn-outline btn-xs', title: 'Edit', data: { turbo_frame: 'modal' } do %>
                   Edit
                 <% end %>
-                <%= link_to user_path(user), class: 'btn btn-outline btn-error btn-xs', title: 'Delete', data: { turbo_method: :delete, turbo_confirm: 'Are you sure?' } do %>
+                <%= button_to user_path(user), method: :delete, class: 'btn btn-outline btn-error btn-xs', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
                   Remove
                 <% end %>
               </td>

app/views/verify_pdf_signature/_result.html.erb

@@ -29,10 +29,10 @@
                 </p>
                 <% if message == 'Signature valid' %>
                   <p class="flex space-x-1 items-center">
-                    <% if signature.signature_handler.signer_certificate.public_key.to_der == trusted_certs.first.public_key.to_der %>
+                    <% if trusted_certs.any? { |e| e.public_key.to_der == signature.signature_handler.signer_certificate.public_key.to_der } %>
                       <%= svg_icon('circle_check', class: 'w-6 h-6 text-green-500') %>
                       <span>
-                        Signed with DocuSeal certificate
+                        Signed with trusted certificate
                       </span>
                     <% else %>
                       <%= svg_icon('x_circle', class: 'w-6 h-6 text-red-500') %>
@@ -54,7 +54,7 @@
             </div>
             <div class="flex items-center space-x-1">
               <%= svg_icon('certificate', class: 'w-5 h-5 inline') %>
-              <span><%= signature.signer_name %></span>
+              <span><%= signature.signer_name.force_encoding('UTF-8') %></span>
             </div>
             <div class="flex items-center space-x-1">
               <%= svg_icon('lock_access', class: 'w-5 h-5 inline') %>

config/environments/test.rb

@@ -44,6 +44,7 @@ Rails.application.configure do
   # The :test delivery method accumulates sent emails in the
   # ActionMailer::Base.deliveries array.
   config.action_mailer.delivery_method = :test
+  config.active_job.queue_adapter = :test
 
   # Print deprecation notices to the stderr.
   config.active_support.deprecation = :stderr
@@ -59,4 +60,10 @@ Rails.application.configure do
 
   # Annotate rendered view with file names.
   # config.action_view.annotate_rendered_view_with_filenames = true
+
+  config.active_record.encryption = {
+    primary_key: 'test master key',
+    deterministic_key: 'test deterministic key',
+    key_derivation_salt: 'test key derivation salt'
+  }
 end

config/initializers/csv.rb

@@ -0,0 +1,3 @@
+# frozen_string_literal: true
+
+require 'csv'

config/routes.rb

@@ -17,8 +17,10 @@ Rails.application.routes.draw do
   devise_scope :user do
     if Docuseal.multitenant?
       resource :registration, only: %i[show], path: 'sign_up'
-      resource :registration, only: %i[create], path: 'new' do
+      unauthenticated do
-        get '' => :new, as: :new
+        resource :registration, only: %i[create], path: 'new' do
+          get '' => :new, as: :new
+        end
       end
     end
 
@@ -32,10 +34,11 @@ Rails.application.routes.draw do
     resources :submissions, only: %i[create]
     resources :templates, only: %i[update show index] do
       resources :submissions, only: %i[create]
-      resources :documents, only: %i[create destroy], controller: 'templates_documents'
+      resources :documents, only: %i[create], controller: 'templates_documents'
     end
   end
 
+  resources :verify_pdf_signature, only: %i[create]
   resources :dashboard, only: %i[index]
   resources :setup, only: %i[index create]
   resource :newsletter, only: %i[show update]
@@ -44,6 +47,7 @@ Rails.application.routes.draw do
   resources :console_redirect, only: %i[index]
   resources :templates, only: %i[new create edit show destroy] do
     resources :submissions, only: %i[new create]
+    resources :submissions_export, only: %i[index new]
   end
 
   resources :start_form, only: %i[show update], path: 'd', param: 'slug' do
@@ -60,6 +64,7 @@ Rails.application.routes.draw do
 
   resources :submitters, only: %i[], param: 'slug' do
     resources :download, only: %i[index], controller: 'submissions_download'
+    resources :send_email, only: %i[create], controller: 'submitters_send_email'
     resources :debug, only: %i[index], controller: 'submissions_debug' if Rails.env.development?
   end
 
@@ -67,8 +72,9 @@ Rails.application.routes.draw do
     unless Docuseal.multitenant?
       resources :storage, only: %i[index create], controller: 'storage_settings'
       resources :email, only: %i[index create], controller: 'email_settings'
+      resources :sms, only: %i[index], controller: 'sms_settings'
     end
-    resources :esign, only: %i[index create], controller: 'esign_settings'
+    resource :esign, only: %i[show create new update destroy], controller: 'esign_settings'
     resources :users, only: %i[index]
     resource :personalization, only: %i[show create], controller: 'personalization_settings'
     if !Docuseal.multitenant? || Docuseal.demo?

config/shakapacker.yml

@@ -12,7 +12,6 @@ default: &default
   compiler_strategy: digest
   cache_manifest: false
   ensure_consistent_versioning: false
-  useContentHash: false
 
 development:
   <<: *default

config/storage.yml

@@ -27,3 +27,8 @@ azure:
   storage_access_key: <%= ENV['AZURE_STORAGE_ACCESS_KEY'] %>
   container: <%= ENV['AZURE_CONTAINER'] %>
   public: <%= ENV['ACTIVE_STORAGE_PUBLIC'] == 'true' %>
+
+test:
+  service: Disk
+  root: <%= Rails.root.join("tmp/storage") %>
+  public: true

db/migrate/20230819113427_remove_user_first_last_name_not_null.rb

@@ -0,0 +1,8 @@
+# frozen_string_literal: true
+
+class RemoveUserFirstLastNameNotNull < ActiveRecord::Migration[7.0]
+  def change
+    change_column_null :users, :first_name, true
+    change_column_null :users, :last_name, true
+  end
+end