adjust cloud logs

.rubocop.yml

@@ -30,7 +30,7 @@ Metrics/ParameterLists:
   Max: 10
 
 Metrics/MethodLength:
-  Max: 25
+  Max: 30
   Exclude:
     - 'db/migrate/**'
 
@@ -44,7 +44,7 @@ Layout/LineLength:
   AllowedPatterns: ['\A\s*#']
 
 Metrics/AbcSize:
-  Max: 35
+  Max: 40
 
 Metrics/ModuleLength:
   Max: 500

README.md

@@ -81,7 +81,7 @@ sudo HOST=your-domain-name.com docker compose up
 
 At DocuSeal we have expertise and technologies to make documents creation, filling, signing and processing seamlessly integrated with your product. We specialize in working with various industries, including **Banking, Healthcare, Transport, Real Estate, eCommerce, KYC, CRM, and other software products** that require bulk document signing. By leveraging DocuSeal, we can assist in reducing the overall cost of developing and processing electronic documents while ensuring security and compliance with local electronic document laws.
 
-[Book a Meeting](https://calendly.com/kriti-docuseal/30min)
+[Book a Meeting](https://www.docuseal.co/contact)
 
 ## License
 

app/controllers/account_configs_controller.rb

@@ -7,6 +7,7 @@ class AccountConfigsController < ApplicationController
   ALLOWED_KEYS = [
     AccountConfig::ALLOW_TYPED_SIGNATURE,
     AccountConfig::FORCE_MFA,
+    AccountConfig::ALLOW_TO_RESUBMIT,
     AccountConfig::ESIGNING_PREFERENCE_KEY
   ].freeze
 

app/controllers/api/submissions_controller.rb

@@ -33,12 +33,18 @@ module Api
     def show
       submitters = @submission.submitters.preload(documents_attachments: :blob, attachments_attachments: :blob)
 
-      serialized_submitters = submitters.map do |submitter|
+      submitters.each do |submitter|
-        Submissions::EnsureResultGenerated.call(submitter) if submitter.completed_at?
+        if submitter.completed_at? && submitter.documents_attachments.blank?
-
+          submitter.documents_attachments = Submissions::EnsureResultGenerated.call(submitter)
-        Submitters::SerializeForApi.call(submitter)
+        end
       end
 
+      if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
+        @submission.audit_trail_attachment = Submissions::GenerateAuditTrail.call(@submission)
+      end
+
+      serialized_submitters = submitters.map { |submitter| Submitters::SerializeForApi.call(submitter) }
+
       json = @submission.as_json(
         serialize_params.deep_merge(
           include: { submission_events: { only: %i[id submitter_id event_type event_timestamp] } }
@@ -80,6 +86,12 @@ module Api
 
       Submissions.send_signature_requests(submissions)
 
+      submissions.each do |submission|
+        if submission.submitters.all?(&:completed_at?) && submission.submitters.last
+          ProcessSubmitterCompletionJob.perform_later(submission.submitters.last)
+        end
+      end
+
       render json: submissions.flat_map(&:submitters)
     rescue Submitters::NormalizeValues::UnknownFieldName, Submitters::NormalizeValues::UnknownSubmitterName => e
       render json: { error: e.message }, status: :unprocessable_entity
@@ -118,8 +130,13 @@ module Api
           params:
         )
 
-        Submissions::NormalizeParamUtils.save_default_value_attachments!(attachments,
+        submitters = submissions.flat_map(&:submitters)
-                                                                         submissions.flat_map(&:submitters))
+
+        Submissions::NormalizeParamUtils.save_default_value_attachments!(attachments, submitters)
+
+        submitters.each do |submitter|
+          SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request) if submitter.completed_at?
+        end
 
         submissions
       end
@@ -132,8 +149,8 @@ module Api
         include: {
           submitters: { only: %i[id slug uuid name email phone
                                  completed_at opened_at sent_at
-                                 created_at updated_at],
+                                 created_at updated_at external_id metadata],
-                        methods: %i[status] },
+                        methods: %i[status application_key] },
           template: { only: %i[id name created_at updated_at] },
           created_by_user: { only: %i[id email first_name last_name] }
         }
@@ -146,8 +163,8 @@ module Api
         {
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
-                        :completed, :phone, :application_key,
+                        :completed, :phone, :application_key, :external_id,
-                        { values: {}, readonly_fields: [], message: %i[subject body],
+                        { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
                           fields: [%i[name default_value title description
                                       readonly validation_pattern invalid_message]] }]]
         }

app/controllers/api/submitters_controller.rb

@@ -7,7 +7,8 @@ module Api
     def index
       submitters = Submitters.search(@submitters, params[:q])
 
-      submitters = submitters.where(application_key: params[:application_key]) if params[:application_key].present?
+      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
+      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
       submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
 
       submitters = paginate(
@@ -54,6 +55,8 @@ module Api
         @submitter.save!
 
         @submitter.submission.save!
+
+        SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request) if @submitter.completed_at?
       end
 
       if @submitter.completed_at?
@@ -69,8 +72,9 @@ module Api
       submitter_params = params.key?(:submitter) ? params.require(:submitter) : params
 
       submitter_params.permit(
-        :send_email, :send_sms, :uuid, :name, :email, :role, :completed, :phone, :application_key,
+        :send_email, :send_sms, :uuid, :name, :email, :role,
-        { values: {}, readonly_fields: [], message: %i[subject body],
+        :completed, :phone, :application_key, :external_id,
+        { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
           fields: [%i[name default_value readonly validation_pattern invalid_message]] }
       )
     end
@@ -82,7 +86,9 @@ module Api
       submitter.phone = attrs[:phone].to_s.gsub(/[^0-9+]/, '') if attrs.key?(:phone)
       submitter.values = submitter.values.merge(attrs[:values].to_unsafe_h) if attrs[:values].present?
       submitter.completed_at = attrs[:completed] ? Time.current : submitter.completed_at
-      submitter.application_key = attrs[:application_key] if attrs.key?(:application_key)
+      submitter.external_id = attrs[:application_key] if attrs.key?(:application_key)
+      submitter.external_id = attrs[:external_id] if attrs.key?(:external_id)
+      submitter.metadata = attrs[:metadata] if attrs.key?(:metadata)
 
       assign_submission_fields(submitter.submission)
       assign_preferences(submitter, attrs)

app/controllers/api/templates_clone_controller.rb

@@ -7,11 +7,13 @@ module Api
     def create
       authorize!(:manage, @template)
 
-      cloned_template = Templates::Clone.call(@template,
+      cloned_template = Templates::Clone.call(
-                                              author: current_user,
+        @template,
-                                              name: params[:name],
+        author: current_user,
-                                              application_key: params[:application_key],
+        name: params[:name],
-                                              folder_name: params[:folder_name])
+        external_id: params[:external_id].presence || params[:application_key],
+        folder_name: params[:folder_name]
+      )
 
       cloned_template.source = :api
       cloned_template.save!

app/controllers/api/templates_controller.rb

@@ -5,11 +5,7 @@ module Api
     load_and_authorize_resource :template
 
     def index
-      templates = Templates.search(@templates, params[:q])
+      templates = filter_templates(@templates, params)
-
-      templates = params[:archived] ? templates.archived : templates.active
-      templates = templates.where(application_key: params[:application_key]) if params[:application_key].present?
-      templates = templates.joins(:folder).where(folder: { name: params[:folder] }) if params[:folder].present?
 
       templates = paginate(templates.preload(:author, documents_attachments: :blob))
 
@@ -28,10 +24,16 @@ module Api
     end
 
     def update
-      if (folder_name = params.dig(:template, :folder_name))
+      if (folder_name = params[:folder_name] || params.dig(:template, :folder_name))
         @template.folder = TemplateFolders.find_or_create_by_name(current_user, folder_name)
       end
 
+      archived = params.key?(:archived) ? params[:archived] : params.dig(:template, :archived)
+
+      if archived.in?([true, false])
+        @template.archived_at = archived == true ? Time.current : nil
+      end
+
       @template.update!(template_params)
 
       render json: @template.as_json(only: %i[id updated_at])
@@ -49,23 +51,40 @@ module Api
 
     private
 
+    def filter_templates(templates, params)
+      templates = Templates.search(templates, params[:q])
+      templates = params[:archived] ? templates.archived : templates.active
+      templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
+      templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?
+      templates = templates.joins(:folder).where(folder: { name: params[:folder] }) if params[:folder].present?
+
+      templates
+    end
+
     def serialize_params
       {
+        methods: %i[application_key],
         include: { author: { only: %i[id email first_name last_name] },
-                   documents: { only: %i[id uuid], methods: %i[url filename] } }
+                   documents: { only: %i[id uuid], methods: %i[url preview_image_url filename] } }
       }
     end
 
     def template_params
-      params.require(:template).permit(
+      permit_params = [
         :name,
-        schema: [%i[attachment_uuid name]],
+        { schema: [%i[attachment_uuid name]],
-        submitters: [%i[name uuid]],
+          submitters: [%i[name uuid]],
-        fields: [[:uuid, :submitter_uuid, :name, :type, :required, :readonly, :default_value,
+          fields: [[:uuid, :submitter_uuid, :name, :type, :required, :readonly, :default_value,
-                  { preferences: {},
+                    { preferences: {},
-                    options: [%i[value uuid]],
+                      options: [%i[value uuid]],
-                    areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]]
+                      areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]] }
-      )
+      ]
+
+      if params.key?(:template)
+        params.require(:template).permit(*permit_params)
+      else
+        params.permit(*permit_params)
+      end
     end
   end
 end

app/controllers/dashboard_controller.rb

@@ -52,7 +52,13 @@ class DashboardController < ApplicationController
 
   def filter_templates(templates)
     rel = templates.active.preload(:author).order(id: :desc)
-    rel = rel.where(folder_id: current_account.default_template_folder.id) if params[:q].blank?
+
+    if params[:q].blank?
+      shared_template_ids =
+        TemplateSharing.where(account_id: [current_account.id, TemplateSharing::ALL_ID]).select(:template_id)
+
+      rel = rel.where(folder_id: current_account.default_template_folder.id).or(rel.where(id: shared_template_ids))
+    end
 
     Templates.search(rel, params[:q])
   end

app/controllers/start_form_controller.rb

@@ -10,7 +10,8 @@ class StartFormController < ApplicationController
   before_action :load_template
 
   def show
-    @submitter = @template.submissions.new.submitters.new(uuid: @template.submitters.first['uuid'])
+    @submitter = @template.submissions.new(account_id: @template.account_id)
+                          .submitters.new(uuid: @template.submitters.first['uuid'])
   end
 
   def update
@@ -57,7 +58,8 @@ class StartFormController < ApplicationController
       ip: request.remote_ip,
       ua: request.user_agent,
       values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true }
+      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
+      metadata: resubmit_submitter&.metadata.presence || {}
     )
 
     if submitter.values.present?
@@ -67,6 +69,7 @@ class StartFormController < ApplicationController
     end
 
     submitter.submission ||= Submission.new(template:,
+                                            account_id: template.account_id,
                                             template_submitters: template.submitters,
                                             source: :link)
 

app/controllers/submissions_controller.rb

@@ -75,6 +75,6 @@ class SubmissionsController < ApplicationController
   end
 
   def load_template
-    @template = current_account.templates.find(params[:template_id])
+    @template = Template.accessible_by(current_ability).find(params[:template_id])
   end
 end

app/controllers/template_sharings_testing_controller.rb

@@ -0,0 +1,21 @@
+# frozen_string_literal: true
+
+class TemplateSharingsTestingController < ApplicationController
+  load_and_authorize_resource :template, parent: true
+
+  before_action do
+    authorize!(:manage, TemplateSharing.new(template: @template))
+  end
+
+  def create
+    testing_account = Accounts.find_or_create_testing_user(true_user.account).account
+
+    if params[:value] == '1'
+      TemplateSharing.create!(ability: :manage, account: testing_account, template: @template)
+    else
+      TemplateSharing.find_by(template: @template, account: testing_account)&.destroy!
+    end
+
+    head :ok
+  end
+end

app/controllers/templates_code_modal_controller.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class TemplatesCodeModalController < ApplicationController
+  load_and_authorize_resource :template
+
+  def show; end
+end

app/controllers/templates_controller.rb

@@ -6,7 +6,7 @@ class TemplatesController < ApplicationController
   before_action :load_base_template, only: %i[new create]
 
   def show
-    submissions = @template.submissions
+    submissions = @template.submissions.accessible_by(current_ability)
     submissions = submissions.active if @template.archived_at.blank?
     submissions = Submissions.search(submissions, params[:q])
 
@@ -47,11 +47,12 @@ class TemplatesController < ApplicationController
                                                         name: params.dig(:template, :name),
                                                         folder_name: params[:folder_name])
     else
-      @template.account = current_account
       @template.author = current_user
       @template.folder = TemplateFolders.find_or_create_by_name(current_user, params[:folder_name])
     end
 
+    @template.account = current_account
+
     if @template.save
       Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
 
@@ -87,6 +88,6 @@ class TemplatesController < ApplicationController
   def load_base_template
     return if params[:base_template_id].blank?
 
-    @base_template = current_account.templates.find_by(id: params[:base_template_id])
+    @base_template = Template.accessible_by(current_ability).find_by(id: params[:base_template_id])
   end
 end

app/controllers/templates_preview_controller.rb

@@ -0,0 +1,22 @@
+# frozen_string_literal: true
+
+class TemplatesPreviewController < ApplicationController
+  load_and_authorize_resource :template
+
+  def show
+    ActiveRecord::Associations::Preloader.new(
+      records: [@template],
+      associations: [schema_documents: { preview_images_attachments: :blob }]
+    ).call
+
+    @template_data =
+      @template.as_json.merge(
+        documents: @template.schema_documents.as_json(
+          methods: [:metadata],
+          include: { preview_images: { methods: %i[url metadata filename] } }
+        )
+      ).to_json
+
+    render :show, layout: 'plain'
+  end
+end

app/controllers/testing_accounts_controller.rb

@@ -7,7 +7,7 @@ class TestingAccountsController < ApplicationController
     authorize!(:manage, current_account)
     authorize!(:manage, current_user)
 
-    impersonate_user(Accounts.find_or_create_testing_user(current_account))
+    impersonate_user(Accounts.find_or_create_testing_user(true_user.account))
 
     redirect_back(fallback_location: root_path)
   end

app/javascript/application.js

@@ -88,6 +88,7 @@ window.customElements.define('template-builder', class extends HTMLElement {
       backgroundColor: '#faf7f5',
       withPhone: this.dataset.withPhone === 'true',
       withLogo: this.dataset.withLogo !== 'false',
+      editable: this.dataset.editable !== 'false',
       withPayment: this.dataset.withPayment === 'true',
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),
       acceptFileTypes: this.dataset.acceptFileTypes,

app/javascript/submission_form/area.vue

@@ -307,7 +307,7 @@ export default {
     formattedDate () {
       if (this.field.type === 'date' && this.modelValue) {
         return this.formatDate(
-          new Date(this.modelValue),
+          this.modelValue === '{{date}}' ? new Date() : new Date(this.modelValue),
           this.field.preferences?.format || (this.locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY')
         )
       } else {

app/javascript/submission_form/form.vue

@@ -621,7 +621,7 @@ export default {
 
     this.fields.forEach((field) => {
       if (field.default_value && !field.readonly) {
-        this.values[field.uuid] = field.default_value
+        this.values[field.uuid] ||= field.default_value
       }
     })
 

app/javascript/submission_form/i18n.js

@@ -644,7 +644,7 @@ const nl = {
   page: 'Pagina',
   select_your_option: 'Selecteer uw optie',
   complete_hightlighted_checkboxes_and_click: 'Voltooi de gemarkeerde selectievakjes en klik',
-  submit: 'Verzenden',
+  submit: 'Voltooien',
   next: 'Volgende',
   click_to_upload: 'Klik om te uploaden',
   or_drag_and_drop_files: 'of sleep en plaats bestanden',
@@ -664,11 +664,11 @@ const nl = {
   use_international_format: 'Gebruik internationaal formaat: +1xxx',
   six_digits_code: '6-cijferige code',
   change_phone_number: 'Wijzig telefoonnummer',
-  sending: 'Verzenden...',
+  sending: 'Voltooien...',
   resend_code: 'Code opnieuw verzenden',
   verification_code_has_been_resent: 'Verificatiecode is opnieuw verzonden via SMS',
   please_fill_all_required_fields: 'Vul alle verplichte velden in',
-  set_today: 'Stel vandaag in',
+  set_today: 'Vandaag',
   toggle_multiline_text: 'Schakel meerregelige tekst in/uit',
   draw_signature: 'Handtekening tekenen',
   type_initial: 'Typ initialen',

app/javascript/submission_form/initials_step.vue

@@ -84,7 +84,7 @@
     <canvas
       v-show="!modelValue && !computedPreviousValue"
       ref="canvas"
-      class="bg-white border border-base-300 rounded-2xl"
+      class="bg-white border border-base-300 rounded-2xl w-full"
     />
     <input
       v-if="!isDrawInitials && !modelValue && !computedPreviousValue"
@@ -106,6 +106,8 @@ import { IconReload, IconTextSize, IconSignature, IconArrowsDiagonalMinimize2 }
 import SignaturePad from 'signature_pad'
 import AppearsOn from './appears_on'
 
+const scale = 3
+
 export default {
   name: 'InitialsStep',
   components: {
@@ -171,8 +173,10 @@ export default {
   async mounted () {
     this.$nextTick(() => {
       if (this.$refs.canvas) {
-        this.$refs.canvas.width = this.$refs.canvas.parentNode.clientWidth
+        this.$refs.canvas.width = this.$refs.canvas.parentNode.clientWidth * scale
-        this.$refs.canvas.height = this.$refs.canvas.parentNode.clientWidth / 5
+        this.$refs.canvas.height = (this.$refs.canvas.parentNode.clientWidth / 3) * scale
+
+        this.$refs.canvas.getContext('2d').scale(scale, scale)
       }
 
       this.$refs.textInput?.focus()
@@ -190,8 +194,26 @@ export default {
 
         this.$emit('start')
       })
+
+      this.intersectionObserver = new IntersectionObserver((entries, observer) => {
+        entries.forEach(entry => {
+          if (entry.isIntersecting) {
+            this.$refs.canvas.width = this.$refs.canvas.parentNode.clientWidth * scale
+            this.$refs.canvas.height = (this.$refs.canvas.parentNode.clientWidth / 3) * scale
+
+            this.$refs.canvas.getContext('2d').scale(scale, scale)
+
+            this.intersectionObserver?.disconnect()
+          }
+        })
+      })
+
+      this.intersectionObserver.observe(this.$refs.canvas)
     }
   },
+  beforeUnmount () {
+    this.intersectionObserver?.disconnect()
+  },
   methods: {
     remove () {
       this.$emit('update:model-value', '')
@@ -222,8 +244,8 @@ export default {
       context.font = fontStyle + ' ' + fontWeight + ' ' + fontSize + ' ' + fontFamily
       context.textAlign = 'center'
 
-      context.clearRect(0, 0, canvas.width, canvas.height)
+      context.clearRect(0, 0, canvas.width / scale, canvas.height / scale)
-      context.fillText(e.target.value, canvas.width / 2, canvas.height / 2 + 11)
+      context.fillText(e.target.value, canvas.width / 2 / scale, canvas.height / 2 / scale + 11)
     },
     toggleTextInput () {
       this.remove()

app/javascript/submission_form/signature_step.vue

@@ -104,7 +104,7 @@
       v-show="!modelValue && !computedPreviousValue"
       ref="canvas"
       style="padding: 1px; 0"
-      class="bg-white border border-base-300 rounded-2xl"
+      class="bg-white border border-base-300 rounded-2xl w-full"
     />
     <input
       v-if="isTextSignature"
@@ -127,6 +127,8 @@ import AppearsOn from './appears_on'
 
 let isFontLoaded = false
 
+const scale = 3
+
 export default {
   name: 'SignatureStep',
   components: {
@@ -198,8 +200,10 @@ export default {
   async mounted () {
     this.$nextTick(() => {
       if (this.$refs.canvas) {
-        this.$refs.canvas.width = this.$refs.canvas.parentNode.clientWidth
+        this.$refs.canvas.width = this.$refs.canvas.parentNode.clientWidth * scale
-        this.$refs.canvas.height = this.$refs.canvas.parentNode.clientWidth / 3
+        this.$refs.canvas.height = this.$refs.canvas.parentNode.clientWidth * scale / 3
+
+        this.$refs.canvas.getContext('2d').scale(scale, scale)
       }
     })
 
@@ -215,8 +219,26 @@ export default {
 
         this.$emit('start')
       })
+
+      this.intersectionObserver = new IntersectionObserver((entries, observer) => {
+        entries.forEach(entry => {
+          if (entry.isIntersecting) {
+            this.$refs.canvas.width = this.$refs.canvas.parentNode.clientWidth * scale
+            this.$refs.canvas.height = this.$refs.canvas.parentNode.clientWidth * scale / 3
+
+            this.$refs.canvas.getContext('2d').scale(scale, scale)
+
+            this.intersectionObserver?.disconnect()
+          }
+        })
+      })
+
+      this.intersectionObserver.observe(this.$refs.canvas)
     }
   },
+  beforeUnmount () {
+    this.intersectionObserver?.disconnect()
+  },
   methods: {
     remove () {
       this.$emit('update:model-value', '')
@@ -260,8 +282,8 @@ export default {
       context.font = fontStyle + ' ' + fontWeight + ' ' + fontSize + ' ' + fontFamily
       context.textAlign = 'center'
 
-      context.clearRect(0, 0, canvas.width, canvas.height)
+      context.clearRect(0, 0, canvas.width / scale, canvas.height / scale)
-      context.fillText(e.target.value, canvas.width / 2, canvas.height / 2 + 11)
+      context.fillText(e.target.value, canvas.width / 2 / scale, canvas.height / 2 / scale + 11)
     },
     toggleTextInput () {
       this.remove()
@@ -297,14 +319,16 @@ export default {
             const context = canvas.getContext('2d')
 
             const aspectRatio = img.width / img.height
+            const canvasWidth = canvas.width / scale
+            const canvasHeight = canvas.height / scale
 
-            let targetWidth = canvas.width
+            let targetWidth = canvasWidth
-            let targetHeight = canvas.height
+            let targetHeight = canvasHeight
 
-            if (canvas.width / canvas.height > aspectRatio) {
+            if (canvasWidth / canvasHeight > aspectRatio) {
-              targetWidth = canvas.height * aspectRatio
+              targetWidth = canvasHeight * aspectRatio
             } else {
-              targetHeight = canvas.width / aspectRatio
+              targetHeight = canvasWidth / aspectRatio
             }
 
             if (targetHeight > targetWidth) {
@@ -313,10 +337,10 @@ export default {
               targetHeight = targetHeight * scale
             }
 
-            const x = (canvas.width - targetWidth) / 2
+            const x = (canvasWidth - targetWidth) / 2
-            const y = (canvas.height - targetHeight) / 2
+            const y = (canvasHeight - targetHeight) / 2
 
-            context.clearRect(0, 0, canvas.width, canvas.height)
+            context.clearRect(0, 0, canvasWidth, canvasHeight)
             context.drawImage(img, x, y, targetWidth, targetHeight)
 
             this.$emit('start')
@@ -324,6 +348,8 @@ export default {
         }
 
         reader.readAsDataURL(file)
+
+        event.target.value = null
       }
     },
     async submit () {

app/javascript/submission_form/text_step.vue

@@ -123,12 +123,14 @@ export default {
     }
   },
   mounted () {
-    this.isTextArea = this.modelValue?.includes('\n')
+    if (this.modelValue) {
+      this.isTextArea = this.modelValue.toString().includes('\n')
 
-    if (this.isTextArea) {
+      if (this.isTextArea) {
-      this.$nextTick(() => {
+        this.$nextTick(() => {
-        this.resizeTextarea()
+          this.resizeTextarea()
-      })
+        })
+      }
     }
   },
   methods: {

app/javascript/template_builder/area.vue

@@ -98,21 +98,32 @@
     </div>
     <div
       class="flex items-center h-full w-full"
+      dir="auto"
       :class="[bgColors[submitterIndex], field?.default_value ? '' : 'justify-center']"
     >
       <span
         v-if="field"
         class="flex justify-center items-center space-x-1 h-full"
+        :class="{'w-full h-full': field.type == 'checkbox'}"
       >
         <div
           v-if="field?.default_value"
-          :class="{ 'text-[1.5vw] lg:text-base': !textOverflowChars, 'text-[1.0vw] lg:text-xs': textOverflowChars }"
+          :class="{ 'w-full h-full': field.type == 'checkbox', 'text-[1.5vw] lg:text-base': !textOverflowChars, 'text-[1.0vw] lg:text-xs': textOverflowChars }"
         >
           <div
             ref="textContainer"
             class="flex items-center px-0.5"
+            :class="{'w-full h-full': field.type == 'checkbox'}"
           >
-            <span class="whitespace-pre-wrap">{{ field.default_value }}</span>
+            <IconCheck
+              v-if="field.type == 'checkbox'"
+              class="aspect-square mx-auto"
+              :class="{ '!w-auto !h-full': area.w > area.h, '!w-full !h-auto': area.w <= area.h }"
+            />
+            <span
+              v-else
+              class="whitespace-pre-wrap"
+            >{{ field.default_value }}</span>
           </div>
         </div>
         <component
@@ -141,13 +152,14 @@
 import FieldSubmitter from './field_submitter'
 import FieldType from './field_type'
 import Field from './field'
-import { IconX } from '@tabler/icons-vue'
+import { IconX, IconCheck } from '@tabler/icons-vue'
 import { v4 } from 'uuid'
 
 export default {
   name: 'FieldArea',
   components: {
     FieldType,
+    IconCheck,
     FieldSubmitter,
     IconX
   },
@@ -225,6 +237,16 @@ export default {
     },
     borderColors () {
       return [
+        'border-red-500/80',
+        'border-sky-500/80',
+        'border-emerald-500/80',
+        'border-yellow-300/80',
+        'border-purple-600/80',
+        'border-pink-500/80',
+        'border-cyan-500/80',
+        'border-orange-500/80',
+        'border-lime-500/80',
+        'border-indigo-500/80',
         'border-red-500/80',
         'border-sky-500/80',
         'border-emerald-500/80',
@@ -239,6 +261,16 @@ export default {
     },
     bgColors () {
       return [
+        'bg-red-100/80',
+        'bg-sky-100/80',
+        'bg-emerald-100/80',
+        'bg-yellow-100/80',
+        'bg-purple-100/80',
+        'bg-pink-100/80',
+        'bg-cyan-100/80',
+        'bg-orange-100/80',
+        'bg-lime-100/80',
+        'bg-indigo-100/80',
         'bg-red-100/80',
         'bg-sky-100/80',
         'bg-emerald-100/80',

app/javascript/template_builder/builder.vue

@@ -5,6 +5,7 @@
   >
     <div
       v-if="$slots.buttons || withTitle"
+      id="title_container"
       class="flex justify-between py-1.5 items-center pr-4 top-0 z-10"
       :class="{ sticky: withStickySubmitters || isBreakpointLg }"
       :style="{ backgroundColor }"
@@ -61,6 +62,7 @@
             </span>
           </a>
           <button
+            v-if="editable"
             class="base-button"
             :class="{ disabled: isSaving }"
             v-bind="isSaving ? { disabled: true } : {}"
@@ -79,6 +81,15 @@
               {{ t('save') }}
             </span>
           </button>
+          <a
+            v-else
+            :href="`/templates/${template.id}`"
+            class="base-button"
+          >
+            <span class="hidden md:inline">
+              {{ t('back') }}
+            </span>
+          </a>
         </template>
       </div>
     </div>

app/javascript/template_builder/field.vue

@@ -156,6 +156,34 @@
                   <span class="label-text">{{ t('required') }}</span>
                 </label>
               </li>
+              <li
+                v-if="field.type == 'checkbox'"
+                @click.stop
+              >
+                <label class="cursor-pointer py-1.5">
+                  <input
+                    v-model="field.default_value"
+                    type="checkbox"
+                    class="toggle toggle-xs"
+                    @update:model-value="[field.default_value = $event, field.readonly = $event, save()]"
+                  >
+                  <span class="label-text">{{ t('checked') }}</span>
+                </label>
+              </li>
+              <li
+                v-if="field.type == 'date'"
+                @click.stop
+              >
+                <label class="cursor-pointer py-1.5">
+                  <input
+                    v-model="field.readonly"
+                    type="checkbox"
+                    class="toggle toggle-xs"
+                    @update:model-value="[field.default_value = $event ? '{{date}}' : null, field.readonly = $event, save()]"
+                  >
+                  <span class="label-text">{{ t('set_signing_date') }}</span>
+                </label>
+              </li>
               <li
                 v-if="field.type === 'text' && !defaultField"
                 @click.stop

app/javascript/template_builder/field_submitter.vue

@@ -67,7 +67,7 @@
               </button>
             </a>
           </li>
-          <li v-if="submitters.length < 10 && editable">
+          <li v-if="submitters.length < names.length && editable">
             <a
               href="#"
               class="flex px-2"
@@ -145,7 +145,7 @@
         <a
           href="#"
           class="flex px-2 group justify-between items-center"
-          :class="{ 'active': submitter === selectedSubmitter }"
+          :class="{ 'active': submitter === selectedSubmitter, 'py-0.5': submitters.length > 8 }"
           @click.prevent="selectSubmitter(submitter)"
         >
           <span class="py-1 flex items-center">
@@ -189,7 +189,7 @@
           </div>
         </a>
       </li>
-      <li v-if="submitters.length < 10 && editable && allowAddNew">
+      <li v-if="submitters.length < names.length && editable && allowAddNew">
         <a
           href="#"
           class="flex px-2"
@@ -268,6 +268,16 @@ export default {
   computed: {
     colors () {
       return [
+        'bg-red-500',
+        'bg-sky-500',
+        'bg-emerald-500',
+        'bg-yellow-300',
+        'bg-purple-600',
+        'bg-pink-500',
+        'bg-cyan-500',
+        'bg-orange-500',
+        'bg-lime-500',
+        'bg-indigo-500',
         'bg-red-500',
         'bg-sky-500',
         'bg-emerald-500',
@@ -291,7 +301,17 @@ export default {
         this.t('seventh_party'),
         this.t('eighth_party'),
         this.t('ninth_party'),
-        this.t('tenth_party')
+        this.t('tenth_party'),
+        this.t('eleventh_party'),
+        this.t('twelfth_party'),
+        this.t('thirteenth_party'),
+        this.t('fourteenth_party'),
+        this.t('fifteenth_party'),
+        this.t('sixteenth_party'),
+        this.t('seventeenth_party'),
+        this.t('eighteenth_party'),
+        this.t('nineteenth_party'),
+        this.t('twentieth_party')
       ]
     },
     selectedSubmitter () {

app/javascript/template_builder/i18n.js

@@ -1,7 +1,9 @@
 const en = {
   are_you_sure: 'Are you sure?',
   sign_yourself: 'Sign Yourself',
+  set_signing_date: 'Set signing date',
   send: 'Send',
+  checked: 'Checked',
   save: 'Save',
   cancel: 'Cancel',
   draw_field_on_the_document: 'Draw {field} field on the document',
@@ -30,6 +32,16 @@ const en = {
   eighth_party: 'Eighth Party',
   ninth_party: 'Ninth Party',
   tenth_party: 'Tenth Party',
+  eleventh_party: 'Eleventh Party',
+  twelfth_party: 'Twelfth Party',
+  thirteenth_party: 'Thirteenth Party',
+  fourteenth_party: 'Fourteenth Party',
+  fifteenth_party: 'Fifteenth Party',
+  sixteenth_party: 'Sixteenth Party',
+  seventeenth_party: 'Seventeenth Party',
+  eighteenth_party: 'Eighteenth Party',
+  nineteenth_party: 'Nineteenth Party',
+  twentieth_party: 'Twentieth Party',
   add: 'Add',
   or_add_field_without_drawing: 'Or add field without drawing',
   text: 'Text',

app/jobs/send_form_completed_webhook_request_job.rb

@@ -3,6 +3,8 @@
 class SendFormCompletedWebhookRequestJob < ApplicationJob
   USER_AGENT = 'DocuSeal.co Webhook'
 
+  NotSuccessStatus = Class.new(StandardError)
+
   def perform(submitter)
     config = Accounts.load_webhook_configs(submitter.submission.account)
 
@@ -12,13 +14,17 @@ class SendFormCompletedWebhookRequestJob < ApplicationJob
 
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
-    Faraday.post(config.value,
+    resp = Faraday.post(config.value,
-                 {
+                        {
-                   event_type: 'form.completed',
+                          event_type: 'form.completed',
-                   timestamp: Time.current,
+                          timestamp: Time.current,
-                   data: Submitters::SerializeForWebhook.call(submitter)
+                          data: Submitters::SerializeForWebhook.call(submitter)
-                 }.to_json,
+                        }.to_json,
-                 'Content-Type' => 'application/json',
+                        'Content-Type' => 'application/json',
-                 'User-Agent' => USER_AGENT)
+                        'User-Agent' => USER_AGENT)
+
+    if resp.status.to_i >= 400 && (!Docuseal.multitenant? || submitter.account.account_configs.exists?(key: :plan))
+      raise NotSuccessStatus, resp.status.to_s
+    end
   end
 end

app/jobs/send_form_started_webhook_request_job.rb

@@ -3,6 +3,8 @@
 class SendFormStartedWebhookRequestJob < ApplicationJob
   USER_AGENT = 'DocuSeal.co Webhook'
 
+  NotSuccessStatus = Class.new(StandardError)
+
   def perform(submitter)
     config = Accounts.load_webhook_configs(submitter.submission.account)
 
@@ -10,13 +12,17 @@ class SendFormStartedWebhookRequestJob < ApplicationJob
 
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
-    Faraday.post(config.value,
+    resp = Faraday.post(config.value,
-                 {
+                        {
-                   event_type: 'form.started',
+                          event_type: 'form.started',
-                   timestamp: Time.current,
+                          timestamp: Time.current,
-                   data: Submitters::SerializeForWebhook.call(submitter)
+                          data: Submitters::SerializeForWebhook.call(submitter)
-                 }.to_json,
+                        }.to_json,
-                 'Content-Type' => 'application/json',
+                        'Content-Type' => 'application/json',
-                 'User-Agent' => USER_AGENT)
+                        'User-Agent' => USER_AGENT)
+
+    if resp.status.to_i >= 400 && (!Docuseal.multitenant? || submitter.account.account_configs.exists?(key: :plan))
+      raise NotSuccessStatus, resp.status.to_s
+    end
   end
 end

app/jobs/send_form_viewed_webhook_request_job.rb

@@ -3,6 +3,8 @@
 class SendFormViewedWebhookRequestJob < ApplicationJob
   USER_AGENT = 'DocuSeal.co Webhook'
 
+  NotSuccessStatus = Class.new(StandardError)
+
   def perform(submitter)
     config = Accounts.load_webhook_configs(submitter.submission.account)
 
@@ -10,13 +12,17 @@ class SendFormViewedWebhookRequestJob < ApplicationJob
 
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
-    Faraday.post(config.value,
+    resp = Faraday.post(config.value,
-                 {
+                        {
-                   event_type: 'form.viewed',
+                          event_type: 'form.viewed',
-                   timestamp: Time.current,
+                          timestamp: Time.current,
-                   data: Submitters::SerializeForWebhook.call(submitter)
+                          data: Submitters::SerializeForWebhook.call(submitter)
-                 }.to_json,
+                        }.to_json,
-                 'Content-Type' => 'application/json',
+                        'Content-Type' => 'application/json',
-                 'User-Agent' => USER_AGENT)
+                        'User-Agent' => USER_AGENT)
+
+    if resp.status.to_i >= 400 && (!Docuseal.multitenant? || submitter.account.account_configs.exists?(key: :plan))
+      raise NotSuccessStatus, resp.status.to_s
+    end
   end
 end

app/models/account_config.rb

@@ -27,6 +27,7 @@ class AccountConfig < ApplicationRecord
   BCC_EMAILS = 'bcc_emails'
   FORCE_MFA = 'force_mfa'
   ALLOW_TYPED_SIGNATURE = 'allow_typed_signature'
+  ALLOW_TO_RESUBMIT = 'allow_to_resubmit'
   SUBMITTER_REMAILERS = 'submitter_reminders'
   FORM_COMPLETED_BUTTON_KEY = 'form_completed_button'
   FORM_WITH_CONFETTI_KEY = 'form_with_confetti'

app/models/submission.rb

@@ -15,11 +15,13 @@
 #  template_submitters :text
 #  created_at          :datetime         not null
 #  updated_at          :datetime         not null
+#  account_id          :bigint           not null
 #  created_by_user_id  :bigint
 #  template_id         :bigint           not null
 #
 # Indexes
 #
+#  index_submissions_on_account_id          (account_id)
 #  index_submissions_on_created_by_user_id  (created_by_user_id)
 #  index_submissions_on_slug                (slug) UNIQUE
 #  index_submissions_on_template_id         (template_id)
@@ -31,7 +33,7 @@
 #
 class Submission < ApplicationRecord
   belongs_to :template
-  has_one :account, through: :template
+  belongs_to :account
   belongs_to :created_by_user, class_name: 'User', optional: true
 
   has_many :submitters, dependent: :destroy

app/models/submission_event.rb

@@ -46,7 +46,8 @@ class SubmissionEvent < ApplicationRecord
     phone_verified: 'phone_verified',
     start_form: 'start_form',
     view_form: 'view_form',
-    complete_form: 'complete_form'
+    complete_form: 'complete_form',
+    api_complete_form: 'api_complete_form'
   }, scope: false
 
   private

app/models/submitter.rb

@@ -4,23 +4,24 @@
 #
 # Table name: submitters
 #
-#  id              :bigint           not null, primary key
+#  id            :bigint           not null, primary key
-#  application_key :string
+#  completed_at  :datetime
-#  completed_at    :datetime
+#  email         :string
-#  email           :string
+#  ip            :string
-#  ip              :string
+#  metadata      :text             not null
-#  name            :string
+#  name          :string
-#  opened_at       :datetime
+#  opened_at     :datetime
-#  phone           :string
+#  phone         :string
-#  preferences     :text             not null
+#  preferences   :text             not null
-#  sent_at         :datetime
+#  sent_at       :datetime
-#  slug            :string           not null
+#  slug          :string           not null
-#  ua              :string
+#  ua            :string
-#  uuid            :string           not null
+#  uuid          :string           not null
-#  values          :text             not null
+#  values        :text             not null
-#  created_at      :datetime         not null
+#  created_at    :datetime         not null
-#  updated_at      :datetime         not null
+#  updated_at    :datetime         not null
-#  submission_id   :bigint           not null
+#  external_id   :string
+#  submission_id :bigint           not null
 #
 # Indexes
 #
@@ -35,14 +36,16 @@
 class Submitter < ApplicationRecord
   belongs_to :submission
   has_one :template, through: :submission
-  has_one :account, through: :template
+  has_one :account, through: :submission
 
   attribute :values, :string, default: -> { {} }
   attribute :preferences, :string, default: -> { {} }
+  attribute :metadata, :string, default: -> { {} }
   attribute :slug, :string, default: -> { SecureRandom.base58(14) }
 
   serialize :values, coder: JSON
   serialize :preferences, coder: JSON
+  serialize :metadata, coder: JSON
 
   has_many_attached :documents
   has_many_attached :attachments
@@ -62,6 +65,10 @@ class Submitter < ApplicationRecord
     end
   end
 
+  def application_key
+    external_id
+  end
+
   def friendly_name
     if name.present? && email.present? && email.exclude?(',')
       %("#{name.delete('"')}" <#{email}>)

app/models/template.rb

@@ -4,20 +4,20 @@
 #
 # Table name: templates
 #
-#  id              :bigint           not null, primary key
+#  id          :bigint           not null, primary key
-#  application_key :string
+#  archived_at :datetime
-#  archived_at     :datetime
+#  fields      :text             not null
-#  fields          :text             not null
+#  name        :string           not null
-#  name            :string           not null
+#  schema      :text             not null
-#  schema          :text             not null
+#  slug        :string           not null
-#  slug            :string           not null
+#  source      :text             not null
-#  source          :text             not null
+#  submitters  :text             not null
-#  submitters      :text             not null
+#  created_at  :datetime         not null
-#  created_at      :datetime         not null
+#  updated_at  :datetime         not null
-#  updated_at      :datetime         not null
+#  account_id  :bigint           not null
-#  account_id      :bigint           not null
+#  author_id   :bigint           not null
-#  author_id       :bigint           not null
+#  external_id :string
-#  folder_id       :bigint           not null
+#  folder_id   :bigint           not null
 #
 # Indexes
 #
@@ -57,10 +57,15 @@ class Template < ApplicationRecord
            class_name: 'ActiveStorage::Attachment', dependent: :destroy, as: :record, inverse_of: :record
 
   has_many :submissions, dependent: :destroy
+  has_many :template_sharings, dependent: :destroy
 
   scope :active, -> { where(archived_at: nil) }
   scope :archived, -> { where.not(archived_at: nil) }
 
+  def application_key
+    external_id
+  end
+
   private
 
   def maybe_set_default_folder

app/models/template_sharing.rb

@@ -0,0 +1,28 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: template_sharings
+#
+#  id          :bigint           not null, primary key
+#  ability     :string           not null
+#  created_at  :datetime         not null
+#  updated_at  :datetime         not null
+#  account_id  :bigint           not null
+#  template_id :bigint           not null
+#
+# Indexes
+#
+#  index_template_sharings_on_account_id_and_template_id  (account_id,template_id) UNIQUE
+#  index_template_sharings_on_template_id                 (template_id)
+#
+# Foreign Keys
+#
+#  fk_rails_...  (template_id => templates.id)
+#
+class TemplateSharing < ApplicationRecord
+  ALL_ID = -1
+
+  belongs_to :template
+  belongs_to :account, optional: true
+end

app/views/accounts/show.html.erb

@@ -63,6 +63,18 @@
             </div>
           <% end %>
         <% end %>
+        <% account_config = AccountConfig.find_or_initialize_by(account: current_account, key: AccountConfig::ALLOW_TO_RESUBMIT) %>
+        <% if can?(:manage, account_config) %>
+          <%= form_for account_config, url: account_configs_path, method: :post do |f| %>
+            <%= f.hidden_field :key %>
+            <div class="flex items-center justify-between py-2.5">
+              <span>
+                Allow to resubmit completed forms
+              </span>
+              <%= f.check_box :value, class: 'toggle', checked: account_config.value != false, onchange: 'this.form.requestSubmit()' %>
+            </div>
+          <% end %>
+        <% end %>
       </div>
     <% end %>
     <% if can?(:manage, current_account) && Docuseal.multitenant? && true_user == current_user %>

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

@@ -1,6 +1,14 @@
 <div class="max-w-lg mx-auto px-2">
-  <%= render 'devise/shared/select_server' if Docuseal.multitenant? %>
+  <% if params[:redir].to_s.ends_with?('on_premise') %>
-  <h1 class="text-3xl font-bold text-center mt-8 mb-6">Create Free Account</h1>
+    <h1 class="text-3xl font-bold text-center mt-8 mb-6">DocuSeal Console</h1>
+    <div class="alert my-4 text-sm">
+      Sign up in DocuSeal Console to upgrade.
+      On-premises app is completely standalone, Console is used only to manage your license.
+    </div>
+  <% else %>
+    <%= render 'devise/shared/select_server' if Docuseal.multitenant? %>
+    <h1 class="text-3xl font-bold text-center mt-8 mb-6">Create Free Account</h1>
+  <% end %>
   <%= 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] %>

app/views/icons/_code.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M7 8l-4 4l4 4" />
+  <path d="M17 8l4 4l-4 4" />
+  <path d="M14 4l-4 16" />
+</svg>

app/views/notifications_settings/_reminder_placeholder.html.erb

@@ -5,7 +5,7 @@
     <p>
       Send automatic email reminders to your recipients.
       <br>
-      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
+      <a class="link font-medium" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>">Learn More</a>
     </p>
   </div>
 </div>

app/views/personalization_settings/_logo_placeholder.html.erb

@@ -5,7 +5,7 @@
     <p>
       Display your company name and logo when signing documents.
       <br>
-      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
+      <a class="link font-medium" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>">Learn More</a>
     </p>
   </div>
 </div>

app/views/shared/_navbar_buttons.html.erb

@@ -1,4 +1,4 @@
-<%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CONSOLE_URL}/on_premise", class: 'hidden md:inline-flex btn btn-warning btn-sm', data: { prefetch: false } do %>
+<%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}", class: 'hidden md:inline-flex btn btn-warning btn-sm', data: { prefetch: false } do %>
   Upgrade
 <% end %>
 <% if signed_in? && current_user != true_user %>

app/views/shared/_settings_nav.html.erb

@@ -69,7 +69,7 @@
       <%= render 'shared/settings_nav_extra' %>
       <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) %>
         <li>
-          <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CONSOLE_URL}/on_premise", class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>
+          <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}", class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>
             Plans
             <span class="badge badge-warning">New</span>
           <% end %>

app/views/sms_settings/_placeholder.html.erb

@@ -5,7 +5,7 @@
     <p class="text-gray-700">
       Unlock with DocuSeal Pro
       <br>
-      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
+      <a class="link font-medium" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>">Learn More</a>
     </p>
   </div>
 </div>

app/views/sso_settings/_placeholder.html.erb

@@ -5,7 +5,7 @@
     <p class="text-gray-700">
       Unlock with DocuSeal Pro
       <br>
-      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
+      <a class="link font-medium" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>">Learn More</a>
     </p>
   </div>
 </div>

app/views/start_form/completed.html.erb

@@ -24,7 +24,7 @@
         <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { submitter_slug: @submitter.slug }, form: { onsubmit: 'event.submitter.disabled = true' }, class: 'base-button w-full' %>
       </div>
     <% end %>
-    <% if @template.submitters.to_a.size == 1 %>
+    <% if @template.submitters.to_a.size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false %>
       <div>
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: { email: params[:email] }, resubmit: @submitter.slug }, method: :put, form: { onsubmit: 'event.submitter.disabled = true' }, class: 'white-button w-full' %>
       </div>

app/views/submissions/_link_form.html.erb

@@ -6,181 +6,7 @@
     </div>
   </div>
   <div class="divider uppercase  normal-case mt-5 mb-6 text-neutral-700">Or embed on your website</div>
-  <toggle-visible data-element-ids="[&quot;js_1&quot;,&quot;react_1&quot;,&quot;vue_1&quot;]" class="block relative" data-catalyst="">
+  <%= render 'templates/embedding', template: %>
-    <ul class="items-center w-full text-sm font-medium text-gray-900 my-4 space-y-2 sm:space-y-0 sm:flex sm:space-x-2">
-      <li class="w-full h-10 text-sm font-medium flex items-center relative group py-3.5">
-        <input type="radio" name="option_1" id="js_radio_1" value="js_1" data-action="change:toggle-visible#trigger" class="relative peer z-10 hidden" checked="checked">
-        <label for="js_radio_1" class="absolute border-neutral-focus space-x-2 border rounded-xl left-0 right-0 top-0 bottom-0 flex items-center justify-center group-hover:bg-neutral group-hover:text-white peer-checked:btn-neutral">
-          <span><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" x="0px" y="0px" width="100" height="100" viewBox="0 0 48 48">
-              <path fill="#ffd600" d="M6,42V6h36v36H6z"></path><path fill="#000001" d="M29.538 32.947c.692 1.124 1.444 2.201 3.037 2.201 1.338 0 2.04-.665 2.04-1.585 0-1.101-.726-1.492-2.198-2.133l-.807-.344c-2.329-.988-3.878-2.226-3.878-4.841 0-2.41 1.845-4.244 4.728-4.244 2.053 0 3.528.711 4.592 2.573l-2.514 1.607c-.553-.988-1.151-1.377-2.078-1.377-.946 0-1.545.597-1.545 1.377 0 .964.6 1.354 1.985 1.951l.807.344C36.452 29.645 38 30.839 38 33.523 38 36.415 35.716 38 32.65 38c-2.999 0-4.702-1.505-5.65-3.368L29.538 32.947zM17.952 33.029c.506.906 1.275 1.603 2.381 1.603 1.058 0 1.667-.418 1.667-2.043V22h3.333v11.101c0 3.367-1.953 4.899-4.805 4.899-2.577 0-4.437-1.746-5.195-3.368L17.952 33.029z"></path>
-            </svg>
-          </span>
-          <span>JavaScript</span>
-        </label>
-      </li>
-      <li class="w-full h-10 text-sm font-medium flex items-center relative group py-3.5">
-        <input type="radio" name="option_1" id="react_radio_1" value="react_1" data-action="change:toggle-visible#trigger" class="relative peer z-10 hidden">
-        <label for="react_radio_1" class="absolute border-neutral-focus space-x-2 border rounded-xl left-0 right-0 top-0 bottom-0 flex items-center justify-center group-hover:bg-neutral group-hover:text-white peer-checked:btn-neutral">
-          <span><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" viewBox="-11.5 -10.23174 23 20.46348">
-              <circle cx="0" cy="0" r="2.05" fill="#61dafb"></circle>
-              <g stroke="#61dafb" stroke-width="1" fill="none">
-                <ellipse rx="11" ry="4.2"></ellipse>
-                <ellipse rx="11" ry="4.2" transform="rotate(60)"></ellipse>
-                <ellipse rx="11" ry="4.2" transform="rotate(120)"></ellipse>
-              </g>
-            </svg>
-          </span>
-          <span>React</span>
-        </label>
-      </li>
-      <li class="w-full h-10 text-sm font-medium flex items-center relative group py-3.5">
-        <input type="radio" name="option_1" id="vue_radio_1" value="vue_1" data-action="change:toggle-visible#trigger" class="relative peer z-10 hidden">
-        <label for="vue_radio_1" class="absolute border-neutral-focus space-x-2 border rounded-xl left-0 right-0 top-0 bottom-0 flex items-center justify-center group-hover:bg-neutral group-hover:text-white peer-checked:btn-neutral">
-          <span><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" version="1.1" viewBox="0 0 261.76 226.69"><g transform="matrix(1.3333 0 0 -1.3333 -76.311 313.34)"><g transform="translate(178.06 235.01)"><path d="m0 0-22.669-39.264-22.669 39.264h-75.491l98.16-170.02 98.16 170.02z" fill="#41b883"></path></g><g transform="translate(178.06 235.01)"><path d="m0 0-22.669-39.264-22.669 39.264h-36.227l58.896-102.01 58.896 102.01z" fill="#34495e"></path></g></g></svg>
-          </span>
-          <span>Vue</span>
-        </label>
-      </li>
-    </ul>
-  </toggle-visible>
-<div id="js_1" class="block my-4">
-    <div class="mockup-code overflow-hidden pb-0 mt-4">
-      <span class="top-0 right-0 absolute flex">
-        <%= link_to 'Learn More', console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/embedding/form"), target: '_blank', data: { turbo: false }, class: 'btn btn-ghost text-gray-100 flex', rel: 'noopener' %>
-        <clipboard-copy data-text="<script src=&quot;<%= Docuseal::CDN_URL %>/js/form.js&quot;></script>
-
-<docuseal-form data-src=&quot;<%= start_form_url(slug: template.slug) %>&quot;></docuseal-form>
-">
-  <label class="btn btn-ghost text-gray-100">
-    <input type="radio" class="peer hidden">
-    <span class="peer-checked:hidden flex items-center space-x-2">
-      <%= svg_icon('copy', class: 'w-6 h-6 text-white') %>
-      <span class="hidden md:inline">
-        Copy
-      </span>
-    </span>
-    <span class="hidden peer-checked:flex items-center space-x-2">
-      <%= svg_icon('clipboard_copy', class: 'w-6 h-6 text-white') %>
-      <span class="hidden md:inline">
-        Copied
-      </span>
-    </span>
-  </label>
-</clipboard-copy>
-
-      </span>
-      <pre class="before:!m-0 pl-6 pb-4 overflow-auto"><code class="overflow-hidden w-full"><span style="color: #f4bf75">&lt;script </span><span style="color: #6a9fb5">src=</span><span style="color: #90a959">"<%= Docuseal::CDN_URL %>/js/form.js"</span><span style="color: #f4bf75">&gt;&lt;/script&gt;</span>
-
-<span style="color: #f4bf75">&lt;docuseal-form</span> <span style="color: #6a9fb5">data-src=</span><span style="color: #90a959">"<%= start_form_url(slug: template.slug) %>"</span><span style="color: #f4bf75">&gt;</span><span style="color: #f4bf75">&lt;/docuseal-form&gt;</span>
-</code></pre>
-    </div>
-
-  </div>
-<div id="react_1" class="block my-4 hidden">
-    <div class="mockup-code overflow-hidden pb-0 mt-4">
-      <span class="top-0 right-0 absolute flex">
-        <%= link_to 'Learn More', console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/embedding/form"), target: '_blank', data: { turbo: false }, class: 'btn btn-ghost text-gray-100 flex', rel: 'noopener' %>
-        <clipboard-copy data-text="import React from &quot;react&quot;
-import { DocusealForm } from '@docuseal/react'
-
-export function App() {
-  return (
-    <DocusealForm
-      src=&quot;<%= start_form_url(slug: template.slug) %>&quot;
-    />
-  );
-}
-">
-  <label class="btn btn-ghost text-white">
-    <input type="radio" class="peer hidden">
-    <span class="peer-checked:hidden flex items-center space-x-2">
-      <%= svg_icon('copy', class: 'w-6 h-6 text-white') %>
-      <span class="hidden md:inline">
-        Copy
-      </span>
-    </span>
-    <span class="hidden peer-checked:flex items-center space-x-2">
-      <%= svg_icon('clipboard_copy', class: 'w-6 h-6 text-white') %>
-      <span class="hidden md:inline">
-        Copied
-      </span>
-    </span>
-  </label>
-</clipboard-copy>
-
-      </span>
-      <pre class="before:!m-0 pl-6 pb-4 overflow-auto"><code class="overflow-hidden w-full"><span style="color: #aa759f">import</span> <span style="color: #d0d0d0;background-color: #151515">React</span> <span style="color: #aa759f">from</span> <span style="color: #90a959">"</span><span style="color: #90a959">react</span><span style="color: #90a959">"</span>
-<span style="color: #aa759f">import</span> <span style="color: #d0d0d0">{</span> <span style="color: #d0d0d0;background-color: #151515">DocusealForm</span> <span style="color: #d0d0d0">}</span> <span style="color: #aa759f">from</span> <span style="color: #90a959">'</span><span style="color: #90a959">@docuseal/react</span><span style="color: #90a959">'</span>
-
-<span style="color: #aa759f">export</span> <span style="color: #d28445">function</span> <span style="color: #d0d0d0;background-color: #151515">App</span><span style="color: #d0d0d0">()</span> <span style="color: #d0d0d0">{</span>
-  <span style="color: #aa759f">return </span><span style="color: #d0d0d0">(</span>
-    <span style="color: #d0d0d0">&lt;</span><span style="color: #f4bf75">DocusealForm</span>
-      <span style="color: #6a9fb5">src</span><span style="color: #d0d0d0">=</span><span style="color: #90a959">"<%= start_form_url(slug: template.slug) %>"</span>
-    <span style="color: #d0d0d0">/&gt;</span>
-  <span style="color: #d0d0d0">);</span>
-<span style="color: #d0d0d0">}</span>
-</code></pre>
-    </div>
-
-  </div>
-<div id="vue_1" class="block my-4 hidden">
-    <div class="mockup-code overflow-hidden pb-0 mt-4">
-      <span class="top-0 right-0 absolute flex">
-        <%= link_to 'Learn More', console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/embedding/form"), target: '_blank', data: { turbo: false }, class: 'btn btn-ghost text-gray-100 flex', rel: 'noopener' %>
-        <clipboard-copy data-text="<template>
-  <DocusealForm
-    :src=&quot;'<%= start_form_url(slug: template.slug) %>'&quot;
-  />
-</template>
-
-<script>
-import { DocusealForm } from '@docuseal/vue'
-
-export default {
-  name: 'App',
-  components: {
-    DocusealForm
-  }
-}
-</script>
-">
-  <label class="btn btn-ghost text-white">
-    <input type="radio" class="peer hidden">
-    <span class="peer-checked:hidden flex items-center space-x-2">
-      <%= svg_icon('copy', class: 'w-6 h-6 text-white') %>
-      <span class="hidden md:inline">
-        Copy
-      </span>
-    </span>
-    <span class="hidden peer-checked:flex items-center space-x-2">
-      <%= svg_icon('clipboard_copy', class: 'w-6 h-6 text-white') %>
-      <span class="hidden md:inline">
-        Copied
-      </span>
-    </span>
-  </label>
-</clipboard-copy>
-
-      </span>
-      <pre class="before:!m-0 pl-6 pb-4 overflow-auto"><code class="overflow-hidden w-full"><span style="color: #f4bf75">&lt;template&gt;</span>
-  <span style="color: #f4bf75">&lt;DocusealForm</span>
-    <span style="color: #6a9fb5">:src=</span><span style="color: #90a959">"'<%= start_form_url(slug: template.slug) %>'"</span>
-  <span style="color: #f4bf75">/&gt;</span>
-<span style="color: #f4bf75">&lt;/template&gt;</span>
-
-<span style="color: #f4bf75">&lt;</span><span style="color: #f4bf75">script</span><span style="color: #f4bf75">&gt;</span>
-<span style="color: #aa759f">import</span> <span style="color: #d0d0d0">{</span> <span style="color: #d0d0d0;background-color: #151515">DocusealForm</span> <span style="color: #d0d0d0">}</span> <span style="color: #aa759f">from</span> <span style="color: #90a959">'</span><span style="color: #90a959">@docuseal/vue</span><span style="color: #90a959">'</span>
-
-<span style="color: #aa759f">export</span> <span style="color: #aa759f">default</span> <span style="color: #d0d0d0">{</span>
-  <span style="color: #6a9fb5">name</span><span style="color: #d0d0d0">:</span> <span style="color: #90a959">'</span><span style="color: #90a959">App</span><span style="color: #90a959">'</span><span style="color: #d0d0d0">,</span>
-  <span style="color: #6a9fb5">components</span><span style="color: #d0d0d0">:</span> <span style="color: #d0d0d0">{</span>
-    <span style="color: #d0d0d0;background-color: #151515">DocusealForm</span>
-  <span style="color: #d0d0d0">}</span>
-<span style="color: #d0d0d0">}</span>
-<span style="color: #f4bf75">&lt;/</span><span style="color: #f4bf75">script</span><span style="color: #f4bf75">&gt;</span>
-</code></pre>
-    </div>
-  </div>
   <div class="mt-4">
     <a href="#" class="link text-center block" data-action="click:turbo-modal#close">Close</a>
   </div>

app/views/submissions/_send_sms_button.html.erb

@@ -1,5 +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' %>
+    <%= link_to submitter.sent_at? ? 'Re-send SMS' : 'Send SMS', Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}", class: 'btn btn-sm btn-primary text-gray-400 w-full' %>
   </div>
 </div>

app/views/submit_form/completed.html.erb

@@ -36,7 +36,7 @@
         </span>
       </download-button>
     </div>
-    <% if @submitter.submission.template.submitters.size == 1 && %w[api embed].exclude?(@submitter.submission.source) %>
+    <% if @submitter.submission.template.submitters.size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false %>
       <div class="divider uppercase"><%= t('or') %></div>
       <div>
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@submitter.submission.template.slug), params: { submitter: { email: @submitter.email, phone: @submitter.phone, name: @submitter.name }, resubmit: @submitter.slug }, method: :put, form: { onsubmit: 'event.submitter.disabled = true' }, class: 'white-button w-full' %>

app/views/submitter_mailer/invitation_email.html.erb

@@ -1,7 +1,7 @@
 <% if @email_config || @body.present? %>
   <% body = (@body.presence || @email_config.value['body']).to_s %>
   <%= auto_link(simple_format(h(ReplaceEmailVariables.call(body, submitter: @submitter)))) %>
-  <% if !body.include?(ReplaceEmailVariables::SUBMITTER_LINK) && !body.include?(ReplaceEmailVariables::SUBMITTER_ID) && !body.include?(ReplaceEmailVariables::SUBMISSION_LINK) && !body.include?(ReplaceEmailVariables::TEMPLATE_ID) %>
+  <% if !body.include?(ReplaceEmailVariables::SUBMITTER_LINK) && !body.include?(ReplaceEmailVariables::SUBMITTER_ID) && !body.include?(ReplaceEmailVariables::SUBMISSION_LINK) && !body.include?(ReplaceEmailVariables::TEMPLATE_ID) && !@submitter.submission.source.in?(%w[api embed]) %>
     <p><%= link_to nil, submit_form_url(slug: @submitter.slug, t: SubmissionEvents.build_tracking_param(@submitter, 'click_email')) %></p>
   <% end %>
 <% else %>

app/views/templates/_embedding.html.erb

@@ -0,0 +1,175 @@
+<toggle-visible data-element-ids="[&quot;js_1&quot;,&quot;react_1&quot;,&quot;vue_1&quot;]" class="block relative" data-catalyst="">
+  <ul class="items-center w-full text-sm font-medium text-gray-900 my-4 space-y-2 sm:space-y-0 sm:flex sm:space-x-2">
+    <li class="w-full h-10 text-sm font-medium flex items-center relative group py-3.5">
+      <input type="radio" name="option_1" id="js_radio_1" value="js_1" data-action="change:toggle-visible#trigger" class="relative peer z-10 hidden" checked="checked">
+      <label for="js_radio_1" class="absolute border-neutral-focus space-x-2 border rounded-xl left-0 right-0 top-0 bottom-0 flex items-center justify-center group-hover:bg-neutral group-hover:text-white peer-checked:btn-neutral">
+        <span><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" x="0px" y="0px" width="100" height="100" viewBox="0 0 48 48">
+            <path fill="#ffd600" d="M6,42V6h36v36H6z"></path><path fill="#000001" d="M29.538 32.947c.692 1.124 1.444 2.201 3.037 2.201 1.338 0 2.04-.665 2.04-1.585 0-1.101-.726-1.492-2.198-2.133l-.807-.344c-2.329-.988-3.878-2.226-3.878-4.841 0-2.41 1.845-4.244 4.728-4.244 2.053 0 3.528.711 4.592 2.573l-2.514 1.607c-.553-.988-1.151-1.377-2.078-1.377-.946 0-1.545.597-1.545 1.377 0 .964.6 1.354 1.985 1.951l.807.344C36.452 29.645 38 30.839 38 33.523 38 36.415 35.716 38 32.65 38c-2.999 0-4.702-1.505-5.65-3.368L29.538 32.947zM17.952 33.029c.506.906 1.275 1.603 2.381 1.603 1.058 0 1.667-.418 1.667-2.043V22h3.333v11.101c0 3.367-1.953 4.899-4.805 4.899-2.577 0-4.437-1.746-5.195-3.368L17.952 33.029z"></path>
+          </svg>
+        </span>
+        <span>JavaScript</span>
+      </label>
+    </li>
+    <li class="w-full h-10 text-sm font-medium flex items-center relative group py-3.5">
+      <input type="radio" name="option_1" id="react_radio_1" value="react_1" data-action="change:toggle-visible#trigger" class="relative peer z-10 hidden">
+      <label for="react_radio_1" class="absolute border-neutral-focus space-x-2 border rounded-xl left-0 right-0 top-0 bottom-0 flex items-center justify-center group-hover:bg-neutral group-hover:text-white peer-checked:btn-neutral">
+        <span><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" viewBox="-11.5 -10.23174 23 20.46348">
+            <circle cx="0" cy="0" r="2.05" fill="#61dafb"></circle>
+            <g stroke="#61dafb" stroke-width="1" fill="none">
+              <ellipse rx="11" ry="4.2"></ellipse>
+              <ellipse rx="11" ry="4.2" transform="rotate(60)"></ellipse>
+              <ellipse rx="11" ry="4.2" transform="rotate(120)"></ellipse>
+            </g>
+          </svg>
+        </span>
+        <span>React</span>
+      </label>
+    </li>
+    <li class="w-full h-10 text-sm font-medium flex items-center relative group py-3.5">
+      <input type="radio" name="option_1" id="vue_radio_1" value="vue_1" data-action="change:toggle-visible#trigger" class="relative peer z-10 hidden">
+      <label for="vue_radio_1" class="absolute border-neutral-focus space-x-2 border rounded-xl left-0 right-0 top-0 bottom-0 flex items-center justify-center group-hover:bg-neutral group-hover:text-white peer-checked:btn-neutral">
+        <span><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" version="1.1" viewBox="0 0 261.76 226.69"><g transform="matrix(1.3333 0 0 -1.3333 -76.311 313.34)"><g transform="translate(178.06 235.01)"><path d="m0 0-22.669-39.264-22.669 39.264h-75.491l98.16-170.02 98.16 170.02z" fill="#41b883"></path></g><g transform="translate(178.06 235.01)"><path d="m0 0-22.669-39.264-22.669 39.264h-36.227l58.896-102.01 58.896 102.01z" fill="#34495e"></path></g></g></svg>
+        </span>
+        <span>Vue</span>
+      </label>
+    </li>
+  </ul>
+</toggle-visible>
+<div id="js_1" class="block my-4">
+    <div class="mockup-code overflow-hidden pb-0 mt-4">
+      <span class="top-0 right-0 absolute flex">
+        <%= link_to 'Learn More', console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/embedding/form"), target: '_blank', data: { turbo: false }, class: 'btn btn-ghost text-gray-100 flex', rel: 'noopener' %>
+        <clipboard-copy data-text="<script src=&quot;<%= Docuseal::CDN_URL %>/js/form.js&quot;></script>
+
+<docuseal-form data-src=&quot;<%= start_form_url(slug: template.slug) %>&quot;></docuseal-form>
+">
+  <label class="btn btn-ghost text-gray-100">
+    <input type="radio" class="peer hidden">
+    <span class="peer-checked:hidden flex items-center space-x-2">
+      <%= svg_icon('copy', class: 'w-6 h-6 text-white') %>
+      <span class="hidden md:inline">
+        Copy
+      </span>
+    </span>
+    <span class="hidden peer-checked:flex items-center space-x-2">
+      <%= svg_icon('clipboard_copy', class: 'w-6 h-6 text-white') %>
+      <span class="hidden md:inline">
+        Copied
+      </span>
+    </span>
+  </label>
+</clipboard-copy>
+
+      </span>
+      <pre class="before:!m-0 pl-6 pb-4 overflow-auto"><code class="overflow-hidden w-full"><span style="color: #f4bf75">&lt;script </span><span style="color: #6a9fb5">src=</span><span style="color: #90a959">"<%= Docuseal::CDN_URL %>/js/form.js"</span><span style="color: #f4bf75">&gt;&lt;/script&gt;</span>
+
+<span style="color: #f4bf75">&lt;docuseal-form</span> <span style="color: #6a9fb5">data-src=</span><span style="color: #90a959">"<%= start_form_url(slug: template.slug) %>"</span><span style="color: #f4bf75">&gt;</span><span style="color: #f4bf75">&lt;/docuseal-form&gt;</span>
+</code></pre>
+    </div>
+
+  </div>
+<div id="react_1" class="block my-4 hidden">
+    <div class="mockup-code overflow-hidden pb-0 mt-4">
+      <span class="top-0 right-0 absolute flex">
+        <%= link_to 'Learn More', console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/embedding/form"), target: '_blank', data: { turbo: false }, class: 'btn btn-ghost text-gray-100 flex', rel: 'noopener' %>
+        <clipboard-copy data-text="import React from &quot;react&quot;
+import { DocusealForm } from '@docuseal/react'
+
+export function App() {
+  return (
+    <DocusealForm
+      src=&quot;<%= start_form_url(slug: template.slug) %>&quot;
+    />
+  );
+}
+">
+  <label class="btn btn-ghost text-white">
+    <input type="radio" class="peer hidden">
+    <span class="peer-checked:hidden flex items-center space-x-2">
+      <%= svg_icon('copy', class: 'w-6 h-6 text-white') %>
+      <span class="hidden md:inline">
+        Copy
+      </span>
+    </span>
+    <span class="hidden peer-checked:flex items-center space-x-2">
+      <%= svg_icon('clipboard_copy', class: 'w-6 h-6 text-white') %>
+      <span class="hidden md:inline">
+        Copied
+      </span>
+    </span>
+  </label>
+</clipboard-copy>
+
+      </span>
+      <pre class="before:!m-0 pl-6 pb-4 overflow-auto"><code class="overflow-hidden w-full"><span style="color: #aa759f">import</span> <span style="color: #d0d0d0;background-color: #151515">React</span> <span style="color: #aa759f">from</span> <span style="color: #90a959">"</span><span style="color: #90a959">react</span><span style="color: #90a959">"</span>
+<span style="color: #aa759f">import</span> <span style="color: #d0d0d0">{</span> <span style="color: #d0d0d0;background-color: #151515">DocusealForm</span> <span style="color: #d0d0d0">}</span> <span style="color: #aa759f">from</span> <span style="color: #90a959">'</span><span style="color: #90a959">@docuseal/react</span><span style="color: #90a959">'</span>
+
+<span style="color: #aa759f">export</span> <span style="color: #d28445">function</span> <span style="color: #d0d0d0;background-color: #151515">App</span><span style="color: #d0d0d0">()</span> <span style="color: #d0d0d0">{</span>
+  <span style="color: #aa759f">return </span><span style="color: #d0d0d0">(</span>
+    <span style="color: #d0d0d0">&lt;</span><span style="color: #f4bf75">DocusealForm</span>
+      <span style="color: #6a9fb5">src</span><span style="color: #d0d0d0">=</span><span style="color: #90a959">"<%= start_form_url(slug: template.slug) %>"</span>
+    <span style="color: #d0d0d0">/&gt;</span>
+  <span style="color: #d0d0d0">);</span>
+<span style="color: #d0d0d0">}</span>
+</code></pre>
+    </div>
+
+  </div>
+<div id="vue_1" class="block my-4 hidden">
+    <div class="mockup-code overflow-hidden pb-0 mt-4">
+      <span class="top-0 right-0 absolute flex">
+        <%= link_to 'Learn More', console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/embedding/form"), target: '_blank', data: { turbo: false }, class: 'btn btn-ghost text-gray-100 flex', rel: 'noopener' %>
+        <clipboard-copy data-text="<template>
+  <DocusealForm
+    :src=&quot;'<%= start_form_url(slug: template.slug) %>'&quot;
+  />
+</template>
+
+<script>
+import { DocusealForm } from '@docuseal/vue'
+
+export default {
+  name: 'App',
+  components: {
+    DocusealForm
+  }
+}
+</script>
+">
+  <label class="btn btn-ghost text-white">
+    <input type="radio" class="peer hidden">
+    <span class="peer-checked:hidden flex items-center space-x-2">
+      <%= svg_icon('copy', class: 'w-6 h-6 text-white') %>
+      <span class="hidden md:inline">
+        Copy
+      </span>
+    </span>
+    <span class="hidden peer-checked:flex items-center space-x-2">
+      <%= svg_icon('clipboard_copy', class: 'w-6 h-6 text-white') %>
+      <span class="hidden md:inline">
+        Copied
+      </span>
+    </span>
+  </label>
+</clipboard-copy>
+
+      </span>
+      <pre class="before:!m-0 pl-6 pb-4 overflow-auto"><code class="overflow-hidden w-full"><span style="color: #f4bf75">&lt;template&gt;</span>
+  <span style="color: #f4bf75">&lt;DocusealForm</span>
+    <span style="color: #6a9fb5">:src=</span><span style="color: #90a959">"'<%= start_form_url(slug: template.slug) %>'"</span>
+  <span style="color: #f4bf75">/&gt;</span>
+<span style="color: #f4bf75">&lt;/template&gt;</span>
+
+<span style="color: #f4bf75">&lt;</span><span style="color: #f4bf75">script</span><span style="color: #f4bf75">&gt;</span>
+<span style="color: #aa759f">import</span> <span style="color: #d0d0d0">{</span> <span style="color: #d0d0d0;background-color: #151515">DocusealForm</span> <span style="color: #d0d0d0">}</span> <span style="color: #aa759f">from</span> <span style="color: #90a959">'</span><span style="color: #90a959">@docuseal/vue</span><span style="color: #90a959">'</span>
+
+<span style="color: #aa759f">export</span> <span style="color: #aa759f">default</span> <span style="color: #d0d0d0">{</span>
+  <span style="color: #6a9fb5">name</span><span style="color: #d0d0d0">:</span> <span style="color: #90a959">'</span><span style="color: #90a959">App</span><span style="color: #90a959">'</span><span style="color: #d0d0d0">,</span>
+  <span style="color: #6a9fb5">components</span><span style="color: #d0d0d0">:</span> <span style="color: #d0d0d0">{</span>
+    <span style="color: #d0d0d0;background-color: #151515">DocusealForm</span>
+  <span style="color: #d0d0d0">}</span>
+<span style="color: #d0d0d0">}</span>
+<span style="color: #f4bf75">&lt;/</span><span style="color: #f4bf75">script</span><span style="color: #f4bf75">&gt;</span>
+</code></pre>
+  </div>
+</div>

app/views/templates/_submission.html.erb

@@ -1,12 +1,12 @@
 <% 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">
+<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-5 md: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?) && submitters.size.positive? %>
   <% if submitters.size == 1 %>
     <div>
       <% submitter = submitters.first %>
       <div class="flex items-center space-x-4">
-        <span class="flex items-center space-x-3">
+        <span class="flex flex-col md:flex-row md:items-center gap-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 %>
@@ -20,14 +20,14 @@
     </div>
     <div class="flex space-x-2 items-center">
       <% if submitter.completed_at? %>
-        <form onsubmit="event.preventDefault()">
+        <form onsubmit="event.preventDefault()" class="flex-1 md:flex-none">
-          <button onclick="event.stopPropagation()">
+          <button onclick="event.stopPropagation()" class="w-full md:w-fit">
-            <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
+            <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-sm btn-neutral text-white w-full md:w-36">
-              <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+              <span class="flex items-center justify-center space-x-1 md: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">
+              <span class="flex items-center justify-center space-x-1 md: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>
@@ -36,26 +36,30 @@
         </form>
       <% else %>
         <% if current_user.email == submitter.email %>
-          <form data-turbo="false" method="get" action="<%= submit_form_url(slug: submitter.slug) %>">
+          <form data-turbo="false" method="get" action="<%= submit_form_url(slug: submitter.slug) %>" class="flex-1 md:flex-none">
-            <button onclick="event.stopPropagation()" class="btn btn-sm btn-neutral btn-outline bg-white md:w-36 flex">
+            <button onclick="event.stopPropagation()" class="btn btn-sm btn-neutral btn-outline bg-white w-full md:w-36 flex">
-              <span class="flex items-center justify-center space-x-2">
+              <span class="flex items-center justify-center space-x-1 md:space-x-2">
                 <%= svg_icon('writing_sign', class: 'w-4 h-4 stroke-2') %>
-                <span class="hidden md:inline">Sign now</span>
+                <span class="inline shrink-0">Sign now</span>
               </span>
             </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' %>
+          <div class="flex-1 md:flex-none">
+            <%= 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' %>
+          </div>
         <% end %>
       <% end %>
-      <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
+      <div class="flex-1 md:flex-none">
+        <span class="btn btn-outline btn-sm w-full md:w-24">View</span>
+      </div>
       <% if !submission.archived_at? && can?(:destroy, submission) %>
-        <%= 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', form: { class: 'flex' }, title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
+        <%= 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 w-full md:w-fit', form: { class: 'flex' }, title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
       <% end %>
     </div>
   <% else %>
     <div class="space-y-1 w-full md:mr-2">
-      <div class="flex items-center space-x-3">
+      <div class="flex flex-col md:flex-row md:items-center gap-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) %>">
@@ -64,10 +68,10 @@
             </span>
           </div>
         <% end %>
-        <div class="w-full">
+        <div class="w-full <%= is_submission_completed ? 'space-y-1' : 'space-y-4' %> md:space-y-0">
           <% submitters.each_with_index do |submitter, index| %>
-            <div class="flex justify-between items-center space-x-3">
+            <div class="relative flex justify-between items-start md:items-center space-x-3">
-              <span class="flex items-center space-x-3">
+              <span class="flex flex-col md:flex-row md:items-center gap-2">
                 <% 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">
@@ -82,31 +86,31 @@
               <% 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">
+                    <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="absolute md:relative top-0 right-0 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">
+                      <span class="flex items-center justify-center space-x-1 md: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 class="inline">Download</span>
                       </span>
-                      <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                      <span class="flex items-center justify-center space-x-1 md: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 class="inline">Downloa...</span>
                       </span>
                     </download-button>
                   </button>
                 </form>
               <% elsif !is_submission_completed %>
-                <div class="flex items-center space-x-3">
+                <div class="relative flex items-center space-x-3">
                   <% if current_user.email == submitter.email %>
                     <form data-turbo="false" method="get" action="<%= submit_form_url(slug: submitter.slug) %>">
-                      <button onclick="event.stopPropagation()" class="btn btn-xs btn-outline btn-neutral bg-white md:w-36">
+                      <button onclick="event.stopPropagation()" class="absolute md:relative top-0 right-0 btn btn-xs btn-outline btn-neutral bg-white w-28 md:w-36">
-                        <span class="flex items-center justify-center space-x-2">
+                        <span class="flex items-center justify-center space-x-1 md:space-x-2">
                           <%= svg_icon('writing_sign', class: 'w-4 h-4 stroke-2') %>
-                          <span class="hidden md:inline">Sign now</span>
+                          <span class="inline shrink-0">Sign now</span>
                         </span>
                       </button>
                     </form>
                   <% else %>
-                    <%= 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' %>
+                    <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'absolute md:relative top-0 right-0 btn btn-xs text-xs btn-neutral text-white w-28 md:w-36 flex', icon_class: 'w-4 h-4 text-white', copy_title: 'Copy Link', copy_title_md: 'Copy Link', copied_title_md: 'Copied' %>
                   <% end %>
                 </div>
               <% end %>
@@ -115,27 +119,31 @@
         </div>
       </div>
     </div>
-    <div class="flex space-x-2 items-center">
+    <div class="flex space-x-1 md:space-x-2 items-center">
       <% if is_submission_completed %>
         <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
-        <form onsubmit="event.preventDefault()">
+        <div class="flex-1 md:flex-none">
-          <button onclick="event.stopPropagation()">
+          <form onsubmit="event.preventDefault()" class="w-full md:w-fit">
-            <download-button data-src="<%= submitter_download_index_path(latest_submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
+            <button onclick="event.stopPropagation()">
-              <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+              <download-button data-src="<%= submitter_download_index_path(latest_submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
-                <%= svg_icon('download', class: 'w-5 h-5 stroke-2') %>
+                <span class="flex items-center justify-center space-x-1 md:space-x-2" data-target="download-button.defaultButton">
-                <span class="inline">Download</span>
+                  <%= svg_icon('download', class: 'w-5 h-5 stroke-2') %>
-              </span>
+                  <span class="inline">Download</span>
-              <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                </span>
-                <%= svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
+                <span class="flex items-center justify-center space-x-1 md:space-x-2 hidden" data-target="download-button.loadingButton">
-                <span class="inline">Downloa...</span>
+                  <%= svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
-              </span>
+                  <span class="inline">Downloa...</span>
-            </download-button>
+                </span>
-          </button>
+              </download-button>
-        </form>
+            </button>
+          </form>
+        </div>
       <% end %>
-      <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
+      <div class="flex-1 md:flex-none">
+        <span class="btn btn-outline btn-sm w-full md:w-24">View</span>
+      </div>
       <% unless submission.archived_at? %>
-        <%= 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', form: { class: 'flex' }, title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
+        <%= 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 w-full md:w-fit', form: { class: 'flex' }, title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
       <% end %>
     </div>
   <% end %>

app/views/templates/_template.html.erb

@@ -7,6 +7,9 @@
       <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.presence || template.author.email.to_s.sub(/\+\w+@/, '@') %></span>
+        <% if template.account_id != current_account.id %>
+          <span class="badge badge-neutral badge-outline badge-sm text-[10px] uppercase">shared</span>
+        <% end %>
       </p>
       <p class="flex text-xs text-base-content/60">
         <span class="flex items-center space-x-1 w-1/2">
@@ -24,7 +27,7 @@
   </a>
   <div class="absolute top-0 bottom-0 w-0 flex items-center hidden md:group-hover:flex" style="right: 37px">
     <div class="space-y-1">
-      <% if can?(:update, template) && !template.archived_at? %>
+      <% if can?(:update, template) && !template.archived_at? && template.account_id == current_account.id %>
         <span class="tooltip tooltip-left" data-tip="Move">
           <a href="<%= edit_template_folder_path(template.id) %>" data-turbo-frame="modal" class="btn btn-xs hover:btn-outline bg-base-200 btn-circle">
             <%= svg_icon('folder_share', class: 'w-4 h-4') %>

app/views/templates/_title.html.erb

@@ -1,50 +1,86 @@
-<div class="flex flex-col items-start md:flex-row space-y-2 md:space-y-0 md:justify-between md:items-start mb-3">
+<div class="flex flex-col items-start md:flex-row space-y-2 md:space-y-0 md:space-x-2 md:justify-between md:items-start mb-6 md:mb-3">
-  <div>
+  <div class="relative flex items-start justify-between w-full space-x-0">
-    <h1 class="text-4xl font-semibold mr-4" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
+    <div>
-      <%= template.name %>
+      <h1 class="text-4xl font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-      <% if template.archived_at? %>
+        <%= template.name %>
-        <span class="badge badge-outline badge-lg align-middle">Archived</span>
+        <% if template.archived_at? %>
-      <% end %>
+          <span class="badge badge-outline badge-lg align-middle">Archived</span>
-    </h1>
+        <% end %>
-    <div class="flex items-center">
+      </h1>
-      <a href="<%= folder_path(@template.folder) %>" class="flex items-center space-x-1 mt-1 peer">
+      <% if @template.account_id == current_account.id %>
-        <%= svg_icon('folder', class: 'w-5 h-5 flex-shrink-0') %>
+        <div class="flex items-center justify-between">
-        <span class="text-sm">
+          <div class="flex items-center">
-          <%= @template.folder.name %>
+            <a href="<%= folder_path(@template.folder) %>" class="flex items-center space-x-1 mt-1 peer">
-        </span>
+              <%= svg_icon('folder', class: 'w-5 h-5 flex-shrink-0') %>
-      </a>
+              <span class="text-sm">
-      <% if can?(:update, template) %>
+                <%= @template.folder.name %>
-        <span class="pl-1 tooltip tooltip-right md:opacity-0 hover:opacity-100 peer-hover:opacity-100" data-tip="Move">
+              </span>
-          <a href="<%= edit_template_folder_path(template.id) %>" data-turbo-frame="modal">
+            </a>
-            <%= svg_icon('pencil_share', class: 'w-5 h-5') %>
+            <% if can?(:update, template) %>
-          </a>
+              <span class="pl-1 tooltip tooltip-right md:opacity-0 hover:opacity-100 peer-hover:opacity-100" data-tip="Move">
-        </span>
+                <a href="<%= edit_template_folder_path(template.id) %>" data-turbo-frame="modal">
+                  <%= svg_icon('pencil_share', class: 'w-5 h-5') %>
+                </a>
+              </span>
+            <% end %>
+          </div>
+        </div>
+      <% else %>
+        <div class="flex items-center justify-between">
+          <div class="flex items-center">
+            <div class="flex items-center space-x-1 mt-1 peer">
+              <span class="badge badge-neutral badge-outline badge-md text-xs text-white uppercase">shared</span>
+            </div>
+          </div>
+        </div>
       <% end %>
     </div>
-  </div>
-  <div class="flex md:justify-between space-x-2 flex-none pt-1">
     <% if !template.archived_at? %>
-      <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'btn btn-sm btn-neutral text-white', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link', copied_title: 'Copied', copy_title_md: 'Link', copied_title_md: 'Copied' %>
+      <div class="flex items-center space-x-2">
+        <% if can?(:update, template) && (Docuseal.multitenant? || current_account.testing? || current_account.id == 1) %>
+          <div class="tooltip" data-tip="API and Embedding">
+            <%= link_to template_code_modal_path(template), class: 'btn btn-ghost btn-sm flex-1 hidden md:flex', data: { turbo_frame: :modal } do %>
+              <span class="flex items-center justify-center space-x-2">
+                <%= svg_icon('code', class: 'w-6 h-6') %>
+              </span>
+            <% end %>
+          </div>
+        <% end %>
+        <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'absolute md:relative bottom-0 right-0 btn btn-xs md:btn-sm whitespace-nowrap btn-neutral text-white mt-1 px-2', icon_class: 'w-4 h-4 md:w-6 md:h-6 text-white', copy_title: 'Link', copied_title: 'Copied', copy_title_md: 'Link', copied_title_md: 'Copied' %>
+      </div>
     <% end %>
+  </div>
+  <div class="flex space-x-2 w-full md:w-fit md:justify-between md:flex-none md:pt-1">
     <% if !template.archived_at? && can?(:destroy, template) %>
-      <%= button_to button_title(title: 'Archive', disabled_with: 'Archiving', title_class: 'hidden md:inline', icon: svg_icon('archive', class: 'w-6 h-6')), template_path(template), class: 'btn btn-outline btn-sm', method: :delete, data: { turbo_confirm: 'Are you sure?' } %>
+      <%= button_to button_title(title: 'Archive', disabled_with: 'Archiving', title_class: 'inline', icon: svg_icon('archive', class: 'w-6 h-6')), template_path(template), class: 'btn btn-outline btn-sm w-full', form_class: 'flex-1', method: :delete, data: { turbo_confirm: 'Are you sure?' } %>
     <% end %>
     <% if can?(:create, template) %>
-      <%= link_to new_template_path(base_template_id: template.id), class: 'btn btn-outline btn-sm', data: { turbo_frame: :modal } do %>
+      <%= link_to new_template_path(base_template_id: template.id), class: 'btn btn-outline btn-sm flex-1', data: { turbo_frame: :modal } do %>
-        <%= svg_icon('copy', class: 'w-6 h-6') %>
+        <span class="flex items-center justify-center space-x-2">
-        <span class="hidden md:inline">Clone</span>
+          <%= svg_icon('copy', class: 'w-6 h-6') %>
+          <span class="inline">Clone</span>
+        </span>
       <% end %>
     <% end %>
-    <% if !template.archived_at? && can?(:update, template) %>
+    <% if !template.archived_at? %>
-      <%= link_to edit_template_path(template), class: 'btn btn-outline btn-sm' do %>
+      <% if can?(:update, template) %>
-        <span class="flex items-center justify-center space-x-2">
+        <%= link_to edit_template_path(template), class: 'btn btn-outline btn-sm flex-1' do %>
-          <%= svg_icon('pencil', class: 'w-6 h-6') %>
+          <span class="flex items-center justify-center space-x-2">
-          <span>Edit</span>
+            <%= svg_icon('pencil', class: 'w-6 h-6') %>
-        </span>
+            <span>Edit</span>
+          </span>
+        <% end %>
+      <% elsif can?(:read, template) %>
+        <%= link_to template_preview_path(template), class: 'btn btn-outline btn-sm flex-1' do %>
+          <span class="flex items-center justify-center space-x-2">
+            <%= svg_icon('file_text', class: 'w-6 h-6') %>
+            <span>Preview</span>
+          </span>
+        <% end %>
       <% end %>
     <% end %>
     <% if template.archived_at? && can?(:create, template) %>
-      <%= button_to button_title(title: 'Restore', disabled_with: 'Restoring', icon: svg_icon('rotate', class: 'w-6 h-6')), template_restore_index_path(template), class: 'btn btn-outline btn-sm' %>
+      <%= button_to button_title(title: 'Restore', disabled_with: 'Restoring', icon: svg_icon('rotate', class: 'w-6 h-6')), template_restore_index_path(template), class: 'btn btn-outline btn-sm flex-1' %>
     <% end %>
   </div>
 </div>

app/views/templates/show.html.erb

@@ -1,22 +1,24 @@
 <%= render 'title', template: @template %>
 <% is_show_tabs = @pagy.pages > 1 || params[:status].present? %>
 <% if !@pagy.count.zero? || params[:q].present? %>
-  <div class="flex justify-between md:items-end flex-col md:flex-row <%= is_show_tabs ? 'mb-4' : 'mb-6' %>">
+  <div class="<%= is_show_tabs ? 'mb-4' : 'mb-6' %>">
-    <p class="text-3xl font-bold">Submissions</p>
+    <div class="flex justify-between items-center md:items-end">
-    <div class="flex justify-end space-x-2 mt-3 md:mt-0">
+      <p class="text-3xl font-bold">Submissions</p>
-      <% if params[:q].present? || params[:status].present? || @pagy.pages > 1 %>
+      <div class="flex justify-end space-x-2">
-        <%= render 'shared/search_input' %>
+        <% if params[:q].present? || params[:status].present? || @pagy.pages > 1 %>
-      <% end %>
+          <%= render 'shared/search_input' %>
-      <%= link_to new_template_submissions_export_path(@template), class: '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.archived_at? && can?(:create, Submission) %>
-        <%= link_to new_template_submission_path(@template), class: 'white-button !border', data: { turbo_frame: 'modal' } do %>
-          <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
-          <span>Add <span class="hidden md:inline">Recipients</span></span>
         <% end %>
-      <% end %>
+        <%= link_to new_template_submissions_export_path(@template), class: 'hidden md:flex 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.archived_at? && can?(:create, Submission) %>
+          <%= link_to new_template_submission_path(@template), class: 'white-button !border', data: { turbo_frame: 'modal' } do %>
+            <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+            <span>Add <span class="hidden md:inline">Recipients</span></span>
+          <% end %>
+        <% end %>
+      </div>
     </div>
   </div>
 <% end %>

app/views/templates_code_modal/_placeholder.html.erb

@@ -0,0 +1,11 @@
+<div class="alert">
+  <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+  <div>
+    <p class="font-bold">API and Embedding</p>
+    <p class="text-gray-700">
+      Unlock with DocuSeal Pro
+      <br>
+      <a class="link font-medium" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>">Learn More</a>
+    </p>
+  </div>
+</div>

app/views/templates_code_modal/show.html.erb

@@ -0,0 +1,36 @@
+<%= render 'shared/turbo_modal', title: 'API and Embedding', close_after_submit: false do %>
+  <div>
+    <label class="text-sm font-semibold" for="template_id">
+      Template ID
+    </label>
+    <div class="flex gap-2 mb-4 mt-2">
+      <input id="template_id" type="text" value="<%= @template.id %>" class="base-input w-full" autocomplete="off" readonly>
+      <%= render 'shared/clipboard_copy', icon: 'copy', text: @template.id, class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy', copied_title: 'Copied' %>
+    </div>
+  </div>
+  <div>
+    <label class="text-sm font-semibold" for="embedding_url">
+      Embedding URL
+    </label>
+    <div class="flex gap-2 mb-4 mt-2">
+      <input id="embedding_url" type="text" value="<%= start_form_url(slug: @template.slug) %>" class="base-input w-full" autocomplete="off" readonly>
+      <%= render 'shared/clipboard_copy', icon: 'copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy', copied_title: 'Copied' %>
+    </div>
+  </div>
+  <%= render 'templates/embedding', template: @template %>
+  <% if can?(:manage, TemplateSharing.new(template: @template)) %>
+    <%= form_for '', url: template_sharings_testing_index_path, method: :post, html: { class: 'mt-1' } do |f| %>
+      <%= f.hidden_field :template_id, value: @template.id %>
+      <div class="flex items-center justify-between">
+        <span>
+          Share template with Test Environment
+        </span>
+        <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: current_account.testing_accounts), onchange: 'this.form.requestSubmit()' %>
+      </div>
+    <% end %>
+    <div class="mb-4">
+    </div>
+  <% end %>
+  <%= render 'templates_code_modal/preferences' %>
+  <%= render 'templates_code_modal/placeholder' %>
+<% end %>

app/views/templates_preview/show.html.erb

@@ -0,0 +1 @@
+<template-builder class="grid" data-editable="false" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-template="<%= @template_data %>"></template-builder>

app/views/users/_role_select.html.erb

@@ -5,7 +5,7 @@
     <option value="editor" disabled>Editor</option>
     <option value="viewer" disabled>Viewer</option>
   <% end %>
-  <a class="text-sm mt-3 px-4 py-2 bg-base-300 rounded-full block" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">
+  <a class="text-sm mt-3 px-4 py-2 bg-base-300 rounded-full block" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>">
     <%= svg_icon('info_circle', class: 'w-4 h-4 inline align-text-bottom') %>
     Unlock more user roles with DocuSeal Pro.
     <span class="link font-medium">Learn More</a>

config/environments/production.rb

@@ -121,12 +121,26 @@ Rails.application.configure do
   config.active_record.dump_schema_after_migration = false
 
   config.lograge.enabled = true
-  config.lograge.formatter = Lograge::Formatters::Json.new
   config.lograge.base_controller_class = ['ActionController::API', 'ActionController::Base']
 
-  config.lograge.custom_payload do |controller|
+  if ENV['MULTITENANT'] == 'true'
-    {
+    config.lograge.formatter = ->(data) { data.except(:path, :location).to_json }
-      fwd: controller.request.ip
+
-    }
+    config.lograge.custom_payload do |controller|
+      {
+        fwd: controller.request.ip.to_s[/\A\d+\.(.*)/, 1],
+        params: controller.request.params&.slice(:id),
+        host: controller.request.host,
+        uid: controller.instance_variable_get(:@current_user).try(:id)
+      }
+    end
+  else
+    config.lograge.formatter = Lograge::Formatters::Json.new
+
+    config.lograge.custom_payload do |controller|
+      {
+        fwd: controller.request.ip
+      }
+    end
   end
 end

config/initializers/active_storage.rb

@@ -4,6 +4,10 @@ ActiveSupport.on_load(:active_storage_attachment) do
   attribute :uuid, :string, default: -> { SecureRandom.uuid }
 
   has_many_attached :preview_images
+
+  def preview_image_url
+    preview_images.joins(:blob).find_by(blob: { filename: '0.jpg' })&.url
+  end
 end
 
 ActiveStorage::LogSubscriber.detach_from(:active_storage) if Rails.env.production?

config/locales/en.yml

@@ -216,7 +216,7 @@ nl:
   signed_on_time: 'Ondertekend op %{time}'
   form_has_been_submitted_already: Formulier is al ingediend
   send_copy_to_email: Stuur kopie naar E-mail
-  sending: Verzenden
+  sending: Voltooien
   resubmit: Opnieuw indienen
   form_has_been_deleted_by_html: 'Formulier is verwijderd door <span class="font-semibold">%{name}</span>.'
   or: of

config/routes.rb

@@ -70,11 +70,14 @@ Rails.application.routes.draw do
   end
   resources :templates_archived, only: %i[index], path: 'archived'
   resources :folders, only: %i[show edit update destroy], controller: 'template_folders'
+  resources :template_sharings_testing, only: %i[create]
   resources :templates, only: %i[new create edit show destroy] do
     resources :restore, only: %i[create], controller: 'templates_restore'
     resources :archived, only: %i[index], controller: 'templates_archived_submissions'
     resources :submissions, only: %i[new create]
     resource :folder, only: %i[edit update], controller: 'templates_folders'
+    resource :preview, only: %i[show], controller: 'templates_preview'
+    resource :code_modal, only: %i[show], controller: 'templates_code_modal'
     resources :submissions_export, only: %i[index new]
   end
   resources :preview_document_page, only: %i[show], path: '/preview/:attachment_uuid'

db/migrate/20240131212010_rename_application_key_to_external_id.rb

@@ -0,0 +1,8 @@
+# frozen_string_literal: true
+
+class RenameApplicationKeyToExternalId < ActiveRecord::Migration[7.1]
+  def change
+    rename_column :templates, :application_key, :external_id
+    rename_column :submitters, :application_key, :external_id
+  end
+end

db/migrate/20240201210319_add_submitter_metadata.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class AddSubmitterMetadata < ActiveRecord::Migration[7.1]
+  class MigrationSubmitter < ApplicationRecord
+    self.table_name = 'submitters'
+  end
+
+  def change
+    add_column :submitters, :metadata, :text
+
+    MigrationSubmitter.where(metadata: nil).update_all(metadata: '{}')
+
+    change_column_null :submitters, :metadata, false
+  end
+end

db/migrate/20240203113454_add_account_id_to_submissions.rb

@@ -0,0 +1,26 @@
+# frozen_string_literal: true
+
+class AddAccountIdToSubmissions < ActiveRecord::Migration[7.1]
+  class MigrationSubmission < ApplicationRecord
+    self.table_name = 'submissions'
+  end
+
+  class MigrationTemplate < ApplicationRecord
+    self.table_name = 'templates'
+  end
+
+  class MigrationAccount < ApplicationRecord
+    self.table_name = 'accounts'
+  end
+
+  def change
+    add_reference :submissions, :account, index: true, null: true
+
+    MigrationAccount.all.each do |account|
+      MigrationSubmission.where(template_id: MigrationTemplate.where(account_id: account.id).select(:id))
+                         .update_all(account_id: account.id)
+    end
+
+    change_column_null :submissions, :account_id, false
+  end
+end

db/migrate/20240203113455_create_template_sharings.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class CreateTemplateSharings < ActiveRecord::Migration[7.1]
+  def change
+    create_table :template_sharings do |t|
+      t.references :template, null: false, foreign_key: true, index: true
+      t.references :account, null: false, foreign_key: false, index: false
+      t.string :ability, null: false
+
+      t.index %i[account_id template_id], unique: true
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2024_01_20_192055) do
+ActiveRecord::Schema[7.1].define(version: 2024_02_03_113455) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -151,6 +151,8 @@ ActiveRecord::Schema[7.1].define(version: 2024_01_20_192055) do
     t.string "submitters_order", null: false
     t.string "slug", null: false
     t.text "preferences", null: false
+    t.bigint "account_id", null: false
+    t.index ["account_id"], name: "index_submissions_on_account_id"
     t.index ["created_by_user_id"], name: "index_submissions_on_created_by_user_id"
     t.index ["slug"], name: "index_submissions_on_slug", unique: true
     t.index ["template_id"], name: "index_submissions_on_template_id"
@@ -171,8 +173,9 @@ ActiveRecord::Schema[7.1].define(version: 2024_01_20_192055) do
     t.datetime "updated_at", null: false
     t.string "name"
     t.string "phone"
-    t.string "application_key"
+    t.string "external_id"
     t.text "preferences", null: false
+    t.text "metadata", null: false
     t.index ["email"], name: "index_submitters_on_email"
     t.index ["slug"], name: "index_submitters_on_slug", unique: true
     t.index ["submission_id"], name: "index_submitters_on_submission_id"
@@ -189,6 +192,16 @@ ActiveRecord::Schema[7.1].define(version: 2024_01_20_192055) do
     t.index ["author_id"], name: "index_template_folders_on_author_id"
   end
 
+  create_table "template_sharings", force: :cascade do |t|
+    t.bigint "template_id", null: false
+    t.bigint "account_id", null: false
+    t.string "ability", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id", "template_id"], name: "index_template_sharings_on_account_id_and_template_id", unique: true
+    t.index ["template_id"], name: "index_template_sharings_on_template_id"
+  end
+
   create_table "templates", force: :cascade do |t|
     t.string "slug", null: false
     t.string "name", null: false
@@ -202,7 +215,7 @@ ActiveRecord::Schema[7.1].define(version: 2024_01_20_192055) do
     t.datetime "updated_at", null: false
     t.text "source", null: false
     t.bigint "folder_id", null: false
-    t.string "application_key"
+    t.string "external_id"
     t.index ["account_id"], name: "index_templates_on_account_id"
     t.index ["author_id"], name: "index_templates_on_author_id"
     t.index ["folder_id"], name: "index_templates_on_folder_id"
@@ -269,6 +282,7 @@ ActiveRecord::Schema[7.1].define(version: 2024_01_20_192055) do
   add_foreign_key "submitters", "submissions"
   add_foreign_key "template_folders", "accounts"
   add_foreign_key "template_folders", "users", column: "author_id"
+  add_foreign_key "template_sharings", "templates"
   add_foreign_key "templates", "accounts"
   add_foreign_key "templates", "template_folders", column: "folder_id"
   add_foreign_key "templates", "users", column: "author_id"

lib/abilities/template_conditions.rb

@@ -0,0 +1,27 @@
+# frozen_string_literal: true
+
+module Abilities
+  module TemplateConditions
+    module_function
+
+    def collection(user, ability: nil)
+      shared_ids =
+        Template.joins(:template_sharings)
+                .where(template_sharings: { ability:,
+                                            account_id: [user.account_id, TemplateSharing::ALL_ID] }.compact)
+                .select(:id)
+
+      Template.where(account_id: user.account_id).or(Template.where(id: shared_ids))
+    end
+
+    def entity(template, user:, ability: nil)
+      return true if template.account_id == user.account_id
+
+      account_ids = [user.account_id, TemplateSharing::ALL_ID]
+
+      template.template_sharings.any? do |e|
+        e.account_id.in?(account_ids) && (ability.nil? || e.ability == ability)
+      end
+    end
+  end
+end

lib/ability.rb

@@ -5,9 +5,16 @@ class Ability
 
   def initialize(user)
     can :manage, Template, account_id: user.account_id
+
+    can %i[read update create], Template,
+        Abilities::TemplateConditions.collection(user) do |template|
+      Abilities::TemplateConditions.entity(template, user:, ability: 'manage')
+    end
+
     can :manage, TemplateFolder, account_id: user.account_id
-    can :manage, Submission, template: { account_id: user.account_id }
+    can :manage, TemplateSharing, template: { account_id: user.account_id }
-    can :manage, Submitter, template: { account_id: user.account_id }
+    can :manage, Submission, account_id: user.account_id
+    can :manage, Submitter, submission: { account_id: user.account_id }
     can :manage, User, account_id: user.account_id
     can :manage, EncryptedConfig, account_id: user.account_id
     can :manage, EncryptedUserConfig, user_id: user.id

lib/docuseal.rb

@@ -19,6 +19,11 @@ module Docuseal
                 else
                   'https://console.docuseal.co'
                 end
+  CLOUD_URL = if Rails.env.development?
+                'http://localhost:3000'
+              else
+                'https://docuseal.co'
+              end
   CDN_URL = if Rails.env.development?
               'http://localhost:3000'
             elsif ENV['MULTITENANT'] == 'true'

lib/params/submission_create_validator.rb

@@ -5,10 +5,13 @@ module Params
     def call
       if params[:submission].blank? && (params[:emails].present? || params[:email].present?)
         validate_creation_from_emails(params)
-      elsif params[:submitters].present?
+      elsif params.key?(:submitters)
         validate_creation_from_submitters(params)
-      else
+      elsif params.key?(:submission) || params.key?(:submissions)
         validate_creation_from_submission(params)
+      else
+        required(params, :submitters)
+        type(params, :submitters, Array)
       end
 
       true
@@ -40,6 +43,7 @@ module Params
       type(params, :completed_redirect_url, String)
       type(params, :bcc_completed, String)
       type(params, :message, Hash)
+      type(params, :submitters, Array)
 
       in_path(params, :message) do |message_params|
         type(message_params, :subject, String)
@@ -50,6 +54,12 @@ module Params
 
       value_in(params, :order, %w[preserved random], allow_nil: true)
 
+      if params[:submitters].present?
+        in_path(params, :submitters) do |submitters_params|
+          type(submitters_params, 0, Hash)
+        end
+      end
+
       in_path_each(params, :submitters) do |submitter_params|
         validate_submitter(submitter_params)
       end
@@ -65,6 +75,7 @@ module Params
       format(submitter_params, :phone, /\A\+\d+\z/,
              message: 'phone should start with +<country code> and contain only digits')
       type(submitter_params, :values, Hash)
+      type(submitter_params, :metadata, Hash)
       boolean(submitter_params, :send_email)
       boolean(submitter_params, :send_sms)
       type(submitter_params, :completed_redirect_url, String)

lib/pdf_processor.rb

@@ -25,6 +25,11 @@ class PdfProcessor < HexaPDF::Content::Processor
         @pos += 1
       end
 
+      @pos = 0
+      @num += 1
+    rescue HexaPDF::Error => e
+      Rails.logger.error(e.message)
+
       @pos = 0
       @num += 1
     end

lib/submission_events.rb

@@ -14,7 +14,8 @@ module SubmissionEvents
     phone_verified: 'Phone verified',
     start_form: 'Submission started',
     view_form: 'Form viewed',
-    complete_form: 'Submission completed'
+    complete_form: 'Submission completed',
+    api_complete_form: 'Submission completed via API'
   }.freeze
 
   module_function

lib/submissions.rb

@@ -32,6 +32,7 @@ module Submissions
 
     parse_emails(emails).uniq.map do |email|
       submission = template.submissions.new(created_by_user: user,
+                                            account_id: user.account_id,
                                             source:,
                                             template_submitters: template.submitters)
 
@@ -65,7 +66,7 @@ module Submissions
         first_submitter =
           submission.template_submitters.filter_map { |s| submitters.find { |e| e.uuid == s['uuid'] } }.first
 
-        Submitters.send_signature_requests([first_submitter])
+        Submitters.send_signature_requests([first_submitter]) if first_submitter
       else
         Submitters.send_signature_requests(submitters)
       end

lib/submissions/create_from_submitters.rb

@@ -15,6 +15,7 @@ module Submissions
         set_submission_preferences['send_email'] = true if params['send_completed_email']
 
         submission = template.submissions.new(created_by_user: user, source:,
+                                              account_id: user.account_id,
                                               preferences: set_submission_preferences,
                                               template_submitters: [], submitters_order:)
 
@@ -65,6 +66,7 @@ module Submissions
       template_fields.each do |f|
         next if f['submitter_uuid'] != submitter_uuid ||
                 (!f['name'].in?(readonly_fields) &&
+                 !f['name'].to_s.downcase.in?(readonly_fields) &&
                  !f['name'].to_s.parameterize.underscore.in?(readonly_fields))
 
         f['readonly'] = true
@@ -93,7 +95,7 @@ module Submissions
         next if f['submitter_uuid'] != submitter_uuid
 
         field_configs = fields.find do |e|
-          e['name'] == f['name'] || e['name'] == f['name'].to_s.parameterize.underscore
+          e['name'].to_s.casecmp(f['name'].to_s).zero? || e['name'] == f['name'].to_s.parameterize.underscore
         end
 
         next if field_configs.blank?
@@ -107,8 +109,10 @@ module Submissions
       field['description'] = attrs['description'] if attrs['description'].present?
       field['readonly'] = attrs['readonly'] if attrs.key?('readonly')
       field['required'] = attrs['required'] if attrs.key?('required')
-      field['default_value'] = attrs['default_value'] if attrs['default_value'].present? &&
+
-                                                         !field['type'].in?(%w[signature image initials file])
+      if attrs['default_value'].present? && !field['type'].in?(%w[signature image initials file])
+        field['default_value'] = Submitters::NormalizeValues.normalize_value(field, attrs['default_value'])
+      end
 
       return field if attrs['validation_pattern'].blank?
 
@@ -134,10 +138,11 @@ module Submissions
         email:,
         phone: attrs[:phone].to_s.gsub(/[^0-9+]/, ''),
         name: attrs[:name],
-        application_key: attrs[:application_key],
+        external_id: attrs[:external_id].presence || attrs[:application_key],
         completed_at: attrs[:completed] ? Time.current : nil,
         sent_at: mark_as_sent && email.present? && is_order_sent ? Time.current : nil,
         values: attrs[:values] || {},
+        metadata: attrs[:metadata] || {},
         preferences: preferences.merge(submitter_preferences)
                                 .merge({ default_values: attrs[:values] }.compact_blank)
                                 .except('bcc_completed'),

lib/submissions/ensure_result_generated.rb

@@ -23,9 +23,11 @@ module Submissions
       else
         submitter.document_generation_events.create!(event_name: events.present? ? :retry : :start)
 
-        GenerateResultAttachments.call(submitter)
+        documents = GenerateResultAttachments.call(submitter)
 
         submitter.document_generation_events.create!(event_name: :complete)
+
+        documents
       end
     rescue ActiveRecord::RecordNotUnique
       sleep WAIT_FOR_RETRY
@@ -49,7 +51,7 @@ module Submissions
             DocumentGenerationEvent.where(submitter:).order(:created_at).last
           end
 
-        break last_event if last_event.event_name.in?(%w[complete fail])
+        break submitter.documents if last_event.event_name.in?(%w[complete fail])
 
         raise WaitForCompleteTimeout if total_wait_time > CHECK_COMPLETE_TIMEOUT
       end

lib/submissions/generate_audit_trail.rb

@@ -78,7 +78,7 @@ module Submissions
       composer.column(columns: 1) do |column|
         column.text("Envelope ID: #{submission.id}", font_size: 12, padding: [20, 0, 10, 0], position: :float)
 
-        unless submission.source_embed?
+        unless submission.source.in?(%w[embed api])
           column.formatted_text([{ link: verify_url, text: 'Verify', style: :link }],
                                 font_size: 9, padding: [22, 0, 10, 0], position: :float, align: :right)
         end
@@ -236,6 +236,7 @@ module Submissions
               end
 
               value = value.join(', ') if value.is_a?(Array)
+              value = Submissions::GenerateResultAttachments::REPLACE_EMOJI[value] || value
 
               composer.formatted_text_box([{ text: TextUtils.maybe_rtl_reverse(value.to_s.presence || 'n/a') }],
                                           align: value.to_s.match?(RTL_REGEXP) ? :right : :left,
@@ -278,6 +279,7 @@ module Submissions
       sign_params = {
         reason: SIGN_REASON,
         certificate: pkcs.certificate,
+        doc_mdp_permissions: :no_changes,
         key: pkcs.key,
         certificate_chain: pkcs.ca_certs || []
       }

lib/submissions/generate_result_attachments.rb

@@ -21,6 +21,10 @@ module Submissions
     A4_SIZE = [595, 842].freeze
     SUPPORTED_IMAGE_TYPES = ['image/png', 'image/jpeg'].freeze
 
+    REPLACE_EMOJI = {
+      '✔️' => 'V'
+    }.freeze
+
     module_function
 
     # rubocop:disable Metrics
@@ -173,6 +177,7 @@ module Submissions
             end
 
             value = TextUtils.maybe_rtl_reverse(Array.wrap(value).join(', '))
+            value = REPLACE_EMOJI[value] || value
 
             text = HexaPDF::Layout::TextFragment.create(value, font: pdf.fonts.add(FONT_NAME),
                                                                font_size:)
@@ -294,6 +299,12 @@ module Submissions
             HexaPDF::Document.new(io: StringIO.new(attachment.download))
           end
 
+        begin
+          pdf.acro_form&.flatten
+        rescue StandardError => e
+          Rollbar.error(e) if defined?(Rollbar)
+        end
+
         [attachment.uuid, pdf]
       end
     end

lib/submitters/create_stamp_attachment.rb

@@ -30,7 +30,6 @@ module Submitters
       )
     end
 
-    # rubocop:disable Metrics
     def generate_stamp_image(submitter)
       logo = Vips::Image.new_from_buffer(load_logo(submitter).read, '')
 
@@ -82,7 +81,6 @@ module Submitters
 
       Vips::Image.text(text, width: WIDTH, height: HEIGHT)
     end
-    # rubocop:enable Metrics
 
     def load_logo(_submitter)
       PdfIcons.logo_io

lib/submitters/normalize_values.rb

@@ -28,7 +28,9 @@ module Submitters
 
         next if key.blank?
 
-        if fields_uuid_index[key]['type'].in?(%w[initials signature image file]) && value.present?
+        field = fields_uuid_index[key]
+
+        if field['type'].in?(%w[initials signature image file]) && value.present?
           new_value, new_attachments = normalize_attachment_value(value, template.account, for_submitter)
 
           attachments.push(*new_attachments)
@@ -36,12 +38,30 @@ module Submitters
           value = new_value
         end
 
-        [key, value]
+        [key, normalize_value(field, value)]
       end.to_h
 
       [normalized_values, attachments]
     end
 
+    def normalize_value(field, value)
+      if field['type'] == 'text' && value.present?
+        value.to_s
+      elsif field['type'] == 'date' && value.present?
+        if value.is_a?(Integer)
+          Time.zone.at(value.to_s.first(10).to_i).to_date
+        else
+          Date.parse(value).to_s
+        end
+      else
+        value
+      end
+    rescue Date::Error => e
+      Rollbar.error(e) if defined?(Rollbar)
+
+      value
+    end
+
     def fetch_fields(template, submitter_name: nil, for_submitter: nil)
       if submitter_name
         submitter =

lib/submitters/serialize_for_api.rb

@@ -18,9 +18,9 @@ module Submitters
 
       serialize_params = {
         include: {},
-        only: %i[id slug uuid name email phone completed_at application_key
+        only: %i[id slug uuid name email phone completed_at external_id
-                 opened_at sent_at created_at updated_at],
+                 metadata opened_at sent_at created_at updated_at],
-        methods: %i[status]
+        methods: %i[status application_key]
       }
 
       serialize_params[:include][:template] = { only: %i[id name created_at updated_at] } if with_template

lib/submitters/serialize_for_webhook.rb

@@ -16,7 +16,8 @@ module Submitters
       submitter_name = (submitter.submission.template_submitters ||
                         submitter.submission.template.submitters).find { |e| e['uuid'] == submitter.uuid }['name']
 
-      submitter.as_json(include: [template: { only: %i[id name created_at updated_at] }])
+      submitter.as_json(methods: %i[application_key],
+                        include: [template: { only: %i[id name external_id created_at updated_at] }])
                .except('uuid', 'values', 'slug')
                .merge('values' => values,
                       'documents' => documents,

lib/submitters/submit_values.rb

@@ -103,6 +103,7 @@ module Submitters
     end
 
     def replace_default_variables(value, attrs, template, with_time: false)
+      return value if value.in?([true, false])
       return if value.blank?
 
       value.to_s.gsub(VARIABLE_REGEXP) do |e|

lib/templates/build_annotations.rb

@@ -10,6 +10,7 @@ module Templates
       pdf.pages.flat_map.with_index do |page, index|
         annotations = page.objects.deref!(page.attributes[:Annots]) || []
         annotations.filter_map do |annot|
+          next if annot.nil?
           next if annot[:A].blank? || annot[:A][:URI].blank?
           next unless annot[:Subtype] == :Link
           next if !annot[:A][:URI].starts_with?('https://') && !annot[:A][:URI].starts_with?('http://')

lib/templates/clone.rb

@@ -4,12 +4,12 @@ module Templates
   module Clone
     module_function
 
-    def call(original_template, author:, application_key: nil, name: nil, folder_name: nil)
+    def call(original_template, author:, external_id: nil, name: nil, folder_name: nil)
       original_template_account = original_template.account
 
       template = original_template_account.templates.new
 
-      template.application_key = application_key
+      template.external_id = external_id
       template.author = author
       template.name = name || "#{original_template.name} (Clone)"
 

spec/factories/submissions.rb

@@ -6,6 +6,7 @@ FactoryBot.define do
     created_by_user factory: %i[user]
 
     before(:create) do |submission, _|
+      submission.account_id = submission.template.account_id
       submission.template_fields = submission.template.fields
       submission.template_schema = submission.template.schema
       submission.template_submitters = submission.template.submitters