update readme

.eslintrc

@@ -8,7 +8,8 @@
   },
   "rules": {
     "vue/no-deprecated-html-element-is": 0,
-    "vue/no-mutating-props": 0
+    "vue/no-mutating-props": 0,
+    "vue/one-component-per-file": 0
   },
   "parserOptions": {
     "ecmaVersion": 2022,

.rubocop.yml

@@ -44,7 +44,7 @@ Layout/LineLength:
   AllowedPatterns: ['\A\s*#']
 
 Metrics/AbcSize:
-  Max: 40
+  Max: 45
 
 Metrics/ModuleLength:
   Max: 500

Dockerfile

@@ -36,7 +36,6 @@ FROM ruby:3.2.2-alpine3.18 as app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
-ENV PIDFILE=/dev/null
 
 WORKDIR /app
 
@@ -67,4 +66,4 @@ WORKDIR /data/docuseal
 ENV WORKDIR=/data/docuseal
 
 EXPOSE 3000
-CMD ["/app/bin/rails", "server"]
+CMD ["/app/bin/bundle", "exec", "puma", "-C", "/app/config/puma.rb", "--dir", "/app"]

README.md

@@ -42,7 +42,7 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - PDF signature verification
 - Users management
 - Mobile-optimized
-- Signing available in 12 Languages
+- Signing available in 13 languages
 - API and Webhooks for integrations
 - Easy to deploy in minutes
 
@@ -51,11 +51,13 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - User roles
 - Automated reminders
 - Invitation and identify verification via SMS
+- Conditional fields and formulas
+- Bulk send with CSV, XLSX spreadsheet import
 - SSO / SAML
 - Template creation with HTML API ([Guide](https://www.docuseal.co/guides/create-pdf-document-fillable-form-with-html-api))
 - Template creation with PDF or DOCX and field tags API ([Guide](https://www.docuseal.co/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form))
-- Embedded signing form ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue) or [JavaScript](https://www.docuseal.co/docs/embedded))
+- Embedded signing form ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue), [Angular](https://github.com/docusealco/docuseal-angular) or [JavaScript](https://www.docuseal.co/docs/embedded))
-- Embedded document form builder ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue) or [JavaScript](https://www.docuseal.co/docs/embedded))
+- Embedded document form builder ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue), [Angular](https://github.com/docusealco/docuseal-angular) or [JavaScript](https://www.docuseal.co/docs/embedded))
 - [Learn more](https://www.docuseal.co/pricing)
 
 ## Deploy
@@ -65,9 +67,6 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 | [<img alt="Deploy on Heroku" src="https://www.herokucdn.com/deploy/button.svg" height="40">](https://heroku.com/deploy?template=https://github.com/docusealco/docuseal-heroku) | [<img alt="Deploy on Railway" src="https://railway.app/button.svg" height="40">](https://railway.app/template/IGoDnc?referralCode=ruU7JR)|
 |**DigitalOcean**|**Render**|
 | [<img alt="Deploy on DigitalOcean" src="https://www.deploytodo.com/do-btn-blue.svg" height="40">](https://cloud.digitalocean.com/apps/new?repo=https://github.com/docusealco/docuseal-digitalocean/tree/master&refcode=421d50f53990) | [<img alt="Deploy to Render" src="https://render.com/images/deploy-to-render-button.svg" height="40">](https://render.com/deploy?repo=https://github.com/docusealco/docuseal-render)
-|**Koyeb**|**Elestio**|
-| [<img alt="Deploy on Koyeb" src="https://www.koyeb.com/static/images/deploy/button.svg" height="40">](https://app.koyeb.com/deploy?name=docuseal&type=docker&image=docker.io/docuseal/docuseal&env[PORT]=8000&env[DATABASE_URL]=CHANGE_ME&env[SECRET_KEY_BASE]=CHANGE_ME&ports=8000;http;/) | [<img alt="Deploy on Elestio" src="https://pub-da36157c854648669813f3f76c526c2b.r2.dev/deploy-on-elestio-black.png">](https://dash.elest.io/deploy?soft=DocuSeal&id=339) |
-
 
 #### Docker
 
@@ -100,3 +99,9 @@ At DocuSeal we have expertise and technologies to make documents creation, filli
 
 Distributed under the AGPLv3 License. See [LICENSE](https://github.com/docusealco/docuseal/blob/master/LICENSE) for more information.
 Unless otherwise noted, all files © 2023 DocuSeal LLC.
+
+## Tools
+
+- [Signature Maker](https://www.docuseal.co/online-signature)
+- [Sign Document Online](https://www.docuseal.co/sign-documents-online)
+- [Fill PDF Online](https://www.docuseal.co/fill-pdf)

app/controllers/api/api_base_controller.rb

@@ -27,8 +27,6 @@ module Api
 
     if Rails.env.production?
       rescue_from CanCan::AccessDenied do |e|
-        Rollbar.warning(e) if defined?(Rollbar)
-
         render json: { error: e.message }, status: :forbidden
       end
 

app/controllers/api/submissions_controller.rb

@@ -161,14 +161,15 @@ module Api
 
     def submissions_params
       permitted_attrs = [
-        :send_email, :send_sms, :bcc_completed, :completed_redirect_url,
+        :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to,
         {
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
-                        :completed, :phone, :application_key, :external_id,
+                        :completed, :phone, :application_key, :external_id, :reply_to,
                         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-                          fields: [%i[name default_value title description
+                          fields: [:name, :default_value, :title, :description,
-                                      readonly validation_pattern invalid_message]] }]]
+                                   :readonly, :validation_pattern, :invalid_message,
+                                   { default_value: [] }] }]]
         }
       ]
 

app/controllers/api/submitters_autocomplete_controller.rb

@@ -1,35 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class SubmittersAutocompleteController < ApiBaseController
-    load_and_authorize_resource :submitter, parent: false
-
-    SELECT_COLUMNS = %w[email phone name].freeze
-    LIMIT = 100
-
-    def index
-      submitters = search_submitters(@submitters)
-
-      values = submitters.limit(LIMIT).group(SELECT_COLUMNS.join(', ')).pluck(SELECT_COLUMNS.join(', '))
-
-      attrs = values.map { |row| SELECT_COLUMNS.zip(row).to_h }
-      attrs = attrs.uniq { |e| e[params[:field]] } if params[:field].present?
-
-      render json: attrs
-    end
-
-    private
-
-    def search_submitters(submitters)
-      if SELECT_COLUMNS.include?(params[:field])
-        column = Submitter.arel_table[params[:field].to_sym]
-
-        term = "#{params[:q].downcase}%"
-
-        submitters.where(column.matches(term, false, true))
-      else
-        Submitters.search(submitters, params[:q])
-      end
-    end
-  end
-end

app/controllers/api/submitters_controller.rb

@@ -76,7 +76,8 @@ module Api
         :send_email, :send_sms, :uuid, :name, :email, :role,
         :completed, :phone, :application_key, :external_id,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [%i[name default_value readonly validation_pattern invalid_message]] }
+          fields: [[:name, :default_value, :readonly, :validation_pattern, :invalid_message,
+                    { default_value: [] }]] }
       )
     end
 

app/controllers/api/template_folders_autocomplete_controller.rb

@@ -1,16 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class TemplateFoldersAutocompleteController < ApiBaseController
-    load_and_authorize_resource :template_folder, parent: false
-
-    LIMIT = 100
-
-    def index
-      template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
-      template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
-
-      render json: template_folders.as_json(only: %i[name archived_at])
-    end
-  end
-end

app/controllers/api/templates_controller.rb

@@ -49,6 +49,14 @@ module Api
         @template.folder = TemplateFolders.find_or_create_by_name(current_user, folder_name)
       end
 
+      Array.wrap(params[:roles].presence || params.dig(:template, :roles).presence).each_with_index do |role, index|
+        if (item = @template.submitters[index])
+          item['name'] = role
+        else
+          @template.submitters << { 'name' => role, 'uuid' => SecureRandom.uuid }
+        end
+      end
+
       archived = params.key?(:archived) ? params[:archived] : params.dig(:template, :archived)
 
       if archived.in?([true, false])
@@ -83,24 +91,10 @@ module Api
     end
 
     def template_params
-      permit_params = [
-        :name,
-        { schema: [%i[attachment_uuid name]],
-          submitters: [%i[name uuid]],
-          fields: [[:uuid, :submitter_uuid, :name, :type,
-                    :required, :readonly, :default_value,
-                    :title, :description,
-                    { preferences: {},
-                      conditions: [%i[field_uuid value action]],
-                      options: [%i[value uuid]],
-                      validation: %i[message pattern],
-                      areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]] }
-      ]
-
       if params.key?(:template)
-        params.require(:template).permit(*permit_params)
+        params.require(:template).permit(:name, submitters: [%i[name uuid]])
       else
-        params.permit(*permit_params)
+        params.permit(:name, submitters: [%i[name uuid]])
       end
     end
   end

app/controllers/api/templates_documents_controller.rb

@@ -1,29 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class TemplatesDocumentsController < ApiBaseController
-    load_and_authorize_resource :template
-
-    def create
-      return head :unprocessable_entity if params[:blobs].blank? && params[:files].blank?
-
-      documents = Templates::CreateAttachments.call(@template, params)
-
-      schema = documents.map do |doc|
-        { attachment_uuid: doc.uuid, name: doc.filename.base }
-      end
-
-      render json: {
-        schema:,
-        documents: documents.as_json(
-          methods: %i[metadata signed_uuid],
-          include: {
-            preview_images: { methods: %i[url metadata filename] }
-          }
-        )
-      }
-    rescue Templates::CreateAttachments::PdfEncrypted
-      render json: { error: 'PDF encrypted' }, status: :unprocessable_entity
-    end
-  end
-end

app/controllers/dashboard_controller.rb

@@ -7,66 +7,18 @@ class DashboardController < ApplicationController
   before_action :maybe_render_landing
   before_action :maybe_redirect_mfa_setup
 
-  load_and_authorize_resource :template_folder, parent: false
+  skip_authorization_check
-  load_and_authorize_resource :template, parent: false
-
-  SHOW_TEMPLATES_FOLDERS_THRESHOLD = 9
-  TEMPLATES_PER_PAGE = 12
-  FOLDERS_PER_PAGE = 18
 
   def index
-    @template_folders = filter_template_folders(@template_folders)
+    if cookies.permanent[:dashboard_view] == 'submissions'
-
+      SubmissionsDashboardController.dispatch(:index, request, response)
-    @pagy, @template_folders = pagy(
-      @template_folders,
-      items: FOLDERS_PER_PAGE,
-      page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
-    )
-
-    if @pagy.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD
-      @templates = @templates.none
     else
-      @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
+      TemplatesDashboardController.dispatch(:index, request, response)
-      @templates = filter_templates(@templates)
-
-      items =
-        if @template_folders.size < 4
-          TEMPLATES_PER_PAGE
-        else
-          (@template_folders.size < 7 ? 9 : 6)
-        end
-
-      @pagy, @templates = pagy(@templates, items:)
     end
   end
 
   private
 
-  def filter_template_folders(template_folders)
-    rel = template_folders.joins(:active_templates)
-                          .order(id: :desc)
-                          .distinct
-
-    TemplateFolders.search(rel, params[:q])
-  end
-
-  def filter_templates(templates)
-    rel = templates.active.preload(:author).order(id: :desc)
-
-    if params[:q].blank?
-      if Docuseal.multitenant? && !current_account.testing?
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
-      else
-        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
-    end
-
-    Templates.search(rel, params[:q])
-  end
-
   def maybe_redirect_product_url
     return if !Docuseal.multitenant? || signed_in?
 

app/controllers/passwords_controller.rb

@@ -5,6 +5,12 @@ class PasswordsController < Devise::PasswordsController
     attribute :user
   end
 
+  def create
+    super do |resource|
+      resource.errors.clear unless Docuseal.multitenant?
+    end
+  end
+
   def update
     super do |resource|
       Current.user = resource

app/controllers/personalization_settings_controller.rb

@@ -5,7 +5,8 @@ class PersonalizationSettingsController < ApplicationController
     AccountConfig::FORM_COMPLETED_BUTTON_KEY,
     AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY,
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY,
-    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY
+    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY,
+    AccountConfig::FORM_COMPLETED_MESSAGE_KEY
   ].freeze
 
   InvalidKey = Class.new(StandardError)

app/controllers/sso_settings_controller.rb

@@ -3,7 +3,6 @@
 class SsoSettingsController < ApplicationController
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, only: :index
-  authorize_resource :encrypted_config, parent: false, except: :index
 
   def index; end
 

app/controllers/submissions_archived_controller.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class SubmissionsArchivedController < ApplicationController
+  load_and_authorize_resource :submission, parent: false
+
+  def index
+    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.where.not(archived_at: nil)
+                               .or(@submissions.where.not(templates: { archived_at: nil }))
+                               .preload(:created_by_user, template: :author)
+    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+
+    @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
+  end
+end

app/controllers/submissions_dashboard_controller.rb

@@ -0,0 +1,20 @@
+# frozen_string_literal: true
+
+class SubmissionsDashboardController < ApplicationController
+  load_and_authorize_resource :submission, parent: false
+
+  def index
+    @submissions = @submissions.joins(:template)
+
+    @submissions = @submissions.where(archived_at: nil)
+                               .where(templates: { archived_at: nil })
+                               .preload(:created_by_user, template: :author)
+
+    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+
+    @submissions = @submissions.pending if params[:status] == 'pending'
+    @submissions = @submissions.completed if params[:status] == 'completed'
+
+    @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
+  end
+end

app/controllers/submit_form_controller.rb

@@ -31,8 +31,6 @@ class SubmitFormController < ApplicationController
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
-    cookies[:submitter_sid] = @submitter.signed_id
-
     render(@submitter.submission.template.archived_at? || @submitter.submission.archived_at? ? :archived : :show)
   end
 

app/controllers/submitters_autocomplete_controller.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+class SubmittersAutocompleteController < ApplicationController
+  load_and_authorize_resource :submitter, parent: false
+
+  SELECT_COLUMNS = %w[email phone name].freeze
+  LIMIT = 100
+
+  def index
+    submitters = search_submitters(@submitters)
+
+    values = submitters.limit(LIMIT).group(SELECT_COLUMNS.join(', ')).pluck(SELECT_COLUMNS.join(', '))
+
+    attrs = values.map { |row| SELECT_COLUMNS.zip(row).to_h }
+    attrs = attrs.uniq { |e| e[params[:field]] } if params[:field].present?
+
+    render json: attrs
+  end
+
+  private
+
+  def search_submitters(submitters)
+    if SELECT_COLUMNS.include?(params[:field])
+      column = Submitter.arel_table[params[:field].to_sym]
+
+      term = "#{params[:q].downcase}%"
+
+      submitters.where(column.matches(term, false, true))
+    else
+      Submitters.search(submitters, params[:q])
+    end
+  end
+end

app/controllers/template_documents_controller.rb

@@ -0,0 +1,31 @@
+# frozen_string_literal: true
+
+class TemplateDocumentsController < ApplicationController
+  load_and_authorize_resource :template
+
+  def create
+    return head :unprocessable_entity if params[:blobs].blank? && params[:files].blank?
+
+    old_fields_hash = @template.fields.hash
+
+    documents = Templates::CreateAttachments.call(@template, params)
+
+    schema = documents.map do |doc|
+      { attachment_uuid: doc.uuid, name: doc.filename.base }
+    end
+
+    render json: {
+      schema:,
+      fields: old_fields_hash == @template.fields.hash ? nil : @template.fields,
+      submitters: old_fields_hash == @template.fields.hash ? nil : @template.submitters,
+      documents: documents.as_json(
+        methods: %i[metadata signed_uuid],
+        include: {
+          preview_images: { methods: %i[url metadata filename] }
+        }
+      )
+    }
+  rescue Templates::CreateAttachments::PdfEncrypted
+    render json: { error: 'PDF encrypted' }, status: :unprocessable_entity
+  end
+end

app/controllers/template_folders_autocomplete_controller.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+class TemplateFoldersAutocompleteController < ApplicationController
+  load_and_authorize_resource :template_folder, parent: false
+
+  LIMIT = 100
+
+  def index
+    template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
+    template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
+
+    render json: template_folders.as_json(only: %i[name archived_at])
+  end
+end

app/controllers/templates_archived_submissions_controller.rb

@@ -6,7 +6,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
 
   def index
     @submissions = @submissions.where.not(archived_at: nil)
-    @submissions = Submissions.search(@submissions, params[:q])
+    @submissions = Submissions.search(@submissions, params[:q], search_values: true)
 
     @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
   rescue ActiveRecord::RecordNotFound

app/controllers/templates_controller.rb

@@ -8,7 +8,7 @@ class TemplatesController < ApplicationController
   def show
     submissions = @template.submissions.accessible_by(current_ability)
     submissions = submissions.active if @template.archived_at.blank?
-    submissions = Submissions.search(submissions, params[:q])
+    submissions = Submissions.search(submissions, params[:q], search_values: true)
 
     @base_submissions = submissions
 
@@ -67,6 +67,12 @@ class TemplatesController < ApplicationController
     end
   end
 
+  def update
+    @template.update!(template_params)
+
+    head :ok
+  end
+
   def destroy
     notice =
       if params[:permanently].present?
@@ -86,6 +92,22 @@ class TemplatesController < ApplicationController
 
   private
 
+  def template_params
+    params.require(:template).permit(
+      :name,
+      { schema: [%i[attachment_uuid name]],
+        submitters: [%i[name uuid]],
+        fields: [[:uuid, :submitter_uuid, :name, :type,
+                  :required, :readonly, :default_value,
+                  :title, :description,
+                  { preferences: {},
+                    conditions: [%i[field_uuid value action]],
+                    options: [%i[value uuid]],
+                    validation: %i[message pattern],
+                    areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]] }
+    )
+  end
+
   def authorized_clone_account_id?(account_id)
     true_user.account_id.to_s == account_id.to_s || true_user.account.linked_accounts.exists?(id: account_id)
   end
@@ -98,10 +120,6 @@ class TemplatesController < ApplicationController
     end
   end
 
-  def template_params
-    params.require(:template).permit(:name)
-  end
-
   def load_base_template
     return if params[:base_template_id].blank?
 

app/controllers/templates_dashboard_controller.rb

@@ -0,0 +1,63 @@
+# frozen_string_literal: true
+
+class TemplatesDashboardController < ApplicationController
+  load_and_authorize_resource :template_folder, parent: false
+  load_and_authorize_resource :template, parent: false
+
+  SHOW_TEMPLATES_FOLDERS_THRESHOLD = 9
+  TEMPLATES_PER_PAGE = 12
+  FOLDERS_PER_PAGE = 18
+
+  def index
+    @template_folders = filter_template_folders(@template_folders)
+
+    @pagy, @template_folders = pagy(
+      @template_folders,
+      items: FOLDERS_PER_PAGE,
+      page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
+    )
+
+    if @pagy.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD
+      @templates = @templates.none
+    else
+      @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
+      @templates = filter_templates(@templates)
+
+      items =
+        if @template_folders.size < 4
+          TEMPLATES_PER_PAGE
+        else
+          (@template_folders.size < 7 ? 9 : 6)
+        end
+
+      @pagy, @templates = pagy(@templates, items:)
+    end
+  end
+
+  private
+
+  def filter_template_folders(template_folders)
+    rel = template_folders.joins(:active_templates)
+                          .order(id: :desc)
+                          .distinct
+
+    TemplateFolders.search(rel, params[:q])
+  end
+
+  def filter_templates(templates)
+    rel = templates.active.preload(:author).order(id: :desc)
+
+    if params[:q].blank?
+      if Docuseal.multitenant? && !current_account.testing?
+        rel = rel.where(folder_id: current_account.default_template_folder.id)
+      else
+        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
+    end
+
+    Templates.search(rel, params[:q])
+  end
+end

app/controllers/verify_pdf_signature_controller.rb

@@ -9,11 +9,14 @@ class VerifyPdfSignatureController < ApplicationController
         HexaPDF::Document.new(io: file.open)
       end
 
-    cert_data = if Docuseal.multitenant?
+    cert_data =
-                  Docuseal::CERTS
+      if Docuseal.multitenant?
-                else
+        value = EncryptedConfig.find_by(account: current_account, key: EncryptedConfig::ESIGN_CERTS_KEY)&.value || {}
-                  EncryptedConfig.find_by(key: EncryptedConfig::ESIGN_CERTS_KEY)&.value || {}
+
-                end
+        Docuseal::CERTS.merge(value)
+      else
+        EncryptedConfig.find_by(key: EncryptedConfig::ESIGN_CERTS_KEY)&.value || {}
+      end
 
     default_pkcs = GenerateCertificate.load_pkcs(cert_data)
 

app/javascript/application.js

@@ -3,8 +3,10 @@ import { encodeMethodIntoRequestBody } from '@hotwired/turbo-rails/app/javascrip
 
 import { createApp, reactive } from 'vue'
 import TemplateBuilder from './template_builder/builder'
+import ImportList from './template_builder/import_list'
 
 import ToggleVisible from './elements/toggle_visible'
+import ToggleCookies from './elements/toggle_cookies'
 import DisableHidden from './elements/disable_hidden'
 import TurboModal from './elements/turbo_modal'
 import FileDropzone from './elements/file_dropzone'
@@ -55,6 +57,7 @@ window.customElements.define('signature-form', SignatureForm)
 window.customElements.define('submit-form', SubmitForm)
 window.customElements.define('prompt-password', PromptPassword)
 window.customElements.define('emails-textarea', EmailsTextarea)
+window.customElements.define('toggle-cookies', ToggleCookies)
 
 document.addEventListener('turbo:before-fetch-request', encodeMethodIntoRequestBody)
 document.addEventListener('turbo:submit-end', async (event) => {
@@ -91,12 +94,33 @@ window.customElements.define('template-builder', class extends HTMLElement {
       withPhone: this.dataset.withPhone === 'true',
       withLogo: this.dataset.withLogo !== 'false',
       editable: this.dataset.editable !== 'false',
+      authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       withPayment: this.dataset.withPayment === 'true',
+      isPaymentConnected: this.dataset.isPaymentConnected === 'true',
       withFormula: this.dataset.withFormula === 'true',
       withConditions: this.dataset.withConditions === 'true',
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),
-      acceptFileTypes: this.dataset.acceptFileTypes,
+      acceptFileTypes: this.dataset.acceptFileTypes
-      isDirectUpload: this.dataset.isDirectUpload === 'true'
+    })
+
+    this.app.mount(this.appElem)
+
+    this.appendChild(this.appElem)
+  }
+
+  disconnectedCallback () {
+    this.app?.unmount()
+    this.appElem?.remove()
+  }
+})
+
+window.customElements.define('import-list', class extends HTMLElement {
+  connectedCallback () {
+    this.appElem = document.createElement('div')
+
+    this.app = createApp(ImportList, {
+      template: JSON.parse(this.dataset.template),
+      authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content
     })
 
     this.app.mount(this.appElem)

app/javascript/application.scss

@@ -83,6 +83,11 @@ button[disabled] .enabled {
   bottom: auto;
 }
 
+.tooltip-pre:before {
+  white-space: pre;
+  text-align: left;
+}
+
 .tooltip-bottom-end:after {
   transform: translateX(-25%);
   border-color: transparent transparent var(--tooltip-color) transparent;

app/javascript/elements/download_button.js

@@ -48,9 +48,9 @@ export default targetable(class extends HTMLElement {
     fileRequests.reduce(
       (prevPromise, request) => prevPromise.then(() => request()),
       Promise.resolve()
-    )
+    ).finally(() => {
-
+      this.toggleState()
-    this.toggleState()
+    })
   }
 
   downloadSafariIos (urls) {

app/javascript/elements/file_dropzone.js

@@ -9,10 +9,6 @@ export default actionable(targetable(class extends HTMLElement {
   ]
 
   connectedCallback () {
-    if (this.dataset.isDirectUpload === 'true') {
-      import('@rails/activestorage')
-    }
-
     this.addEventListener('drop', this.onDrop)
 
     this.addEventListener('dragover', (e) => e.preventDefault())
@@ -48,61 +44,11 @@ export default actionable(targetable(class extends HTMLElement {
     this.classList.toggle('opacity-50')
   }
 
-  async uploadFiles (files) {
+  uploadFiles () {
     this.toggleLoading()
 
-    if (this.dataset.isDirectUpload === 'true') {
+    if (this.dataset.submitOnUpload) {
-      const { DirectUpload } = await import('@rails/activestorage')
+      this.closest('form').querySelector('button[type="submit"]').click()
-
-      await Promise.all(
-        Array.from(files).map(async (file) => {
-          const upload = new DirectUpload(
-            file,
-            '/direct_uploads',
-            this.input
-          )
-
-          return new Promise((resolve, reject) => {
-            upload.create((error, blob) => {
-              if (error) {
-                console.error(error)
-
-                return reject(error)
-              } else {
-                return resolve(blob)
-              }
-            })
-          }).catch((error) => {
-            console.error(error)
-          })
-        })
-      ).then((blobs) => {
-        if (this.dataset.submitOnUpload) {
-          this.querySelectorAll('[name="blob_signed_ids[]"]').forEach((e) => e.remove())
-        }
-
-        blobs.forEach((blob) => {
-          const input = document.createElement('input')
-
-          input.type = 'hidden'
-          input.name = 'blob_signed_ids[]'
-          input.value = blob.signed_id
-
-          this.append(input)
-        })
-
-        if (this.dataset.submitOnUpload === 'true') {
-          this.closest('form').querySelector('button[type="submit"]').click()
-        }
-      }).finally(() => {
-        if (this.dataset.submitOnUpload !== 'true') {
-          this.toggleLoading()
-        }
-      })
-    } else {
-      if (this.dataset.submitOnUpload) {
-        this.closest('form').querySelector('button[type="submit"]').click()
-      }
     }
   }
 }))

app/javascript/elements/folder_autocomplete.js

@@ -20,7 +20,7 @@ export default class extends HTMLElement {
   fetch = (text, resolve) => {
     const queryParams = new URLSearchParams({ q: text })
 
-    fetch('/api/template_folders_autocomplete?' + queryParams).then(async (resp) => {
+    fetch('/template_folders_autocomplete?' + queryParams).then(async (resp) => {
       const items = await resp.json()
 
       resolve(items)

app/javascript/elements/submitter_autocomplete.js

@@ -40,7 +40,7 @@ export default class extends HTMLElement {
     if (q) {
       const queryParams = new URLSearchParams({ q, field: this.dataset.field })
 
-      this.currentFetch ||= fetch('/api/submitters_autocomplete?' + queryParams)
+      this.currentFetch ||= fetch('/submitters_autocomplete?' + queryParams)
 
       this.currentFetch.then(async (resp) => {
         const items = await resp.json()

app/javascript/elements/toggle_cookies.js

@@ -0,0 +1,17 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.button.addEventListener('click', () => {
+      const expirationDate = new Date()
+
+      expirationDate.setFullYear(expirationDate.getFullYear() + 10)
+
+      const expires = expirationDate.toUTCString()
+
+      document.cookie = this.dataset.key + '=' + this.dataset.value + '; expires=' + expires + '; path=/'
+    })
+  }
+
+  get button () {
+    return this.querySelector('button')
+  }
+}

app/javascript/form.js

@@ -11,14 +11,15 @@ window.customElements.define('submission-form', class extends HTMLElement {
     this.app = createApp(Form, {
       submitter: JSON.parse(this.dataset.submitter),
       canSendEmail: this.dataset.canSendEmail === 'true',
-      isDirectUpload: this.dataset.isDirectUpload === 'true',
       goToLast: this.dataset.goToLast === 'true',
       isDemo: this.dataset.isDemo === 'true',
       attribution: this.dataset.attribution !== 'false',
       withConfetti: this.dataset.withConfetti !== 'false',
       withTypedSignature: this.dataset.withTypedSignature !== 'false',
+      authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       values: reactive(JSON.parse(this.dataset.values)),
-      completedButton: JSON.parse(this.dataset.completedButton),
+      completedButton: JSON.parse(this.dataset.completedButton || '{}'),
+      completedMessage: JSON.parse(this.dataset.completedMessage || '{}'),
       completedRedirectUrl: this.dataset.completedRedirectUrl,
       attachments: reactive(JSON.parse(this.dataset.attachments)),
       fields: JSON.parse(this.dataset.fields)

app/javascript/submission_form/attachment_step.vue

@@ -51,7 +51,6 @@
     <FileDropzone
       :message="`${t('upload')} ${field.name || t('files')}${field.required ? '' : ` (${t('optional')})`}`"
       :submitter-slug="submitterSlug"
-      :is-direct-upload="isDirectUpload"
       :multiple="true"
       @upload="onUpload"
     />
@@ -86,11 +85,6 @@ export default {
       required: false,
       default: () => ({})
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
-    },
     modelValue: {
       type: Array,
       required: false,

app/javascript/submission_form/completed.vue

@@ -3,16 +3,24 @@
     class="mx-auto max-w-md flex flex-col"
     dir="auto"
   >
-    <p class="font-medium text-2xl flex items-center space-x-1.5 mx-auto">
+    <div class="font-medium text-2xl flex items-center space-x-1.5 mx-auto">
       <IconCircleCheck
         class="inline text-green-600"
         :width="30"
         :height="30"
       />
       <span>
-        {{ t('form_has_been_completed') }}
+        {{ completedMessage.title || t('form_has_been_completed') }}
       </span>
-    </p>
+    </div>
+    <div
+      v-if="completedMessage.body"
+      class="mt-2"
+    >
+      <MarkdownContent
+        :string="completedMessage.body"
+      />
+    </div>
     <div class="space-y-3 mt-5">
       <a
         v-if="completedButton.url"
@@ -92,10 +100,12 @@
 
 <script>
 import { IconCircleCheck, IconBrandGithub, IconMail, IconDownload, IconInnerShadowTop, IconLogin } from '@tabler/icons-vue'
+import MarkdownContent from './markdown_content'
 
 export default {
   name: 'FormCompleted',
   components: {
+    MarkdownContent,
     IconCircleCheck,
     IconInnerShadowTop,
     IconBrandGithub,
@@ -143,6 +153,11 @@ export default {
       type: Object,
       required: false,
       default: () => ({})
+    },
+    completedMessage: {
+      type: Object,
+      required: false,
+      default: () => ({})
     }
   },
   data () {
@@ -212,9 +227,9 @@ export default {
       fileRequests.reduce(
         (prevPromise, request) => prevPromise.then(() => request()),
         Promise.resolve()
-      )
+      ).finally(() => {
-
+        this.isDownloading = false
-      this.isDownloading = false
+      })
     },
     sanitizeHref (href) {
       if (href && href.trim().match(/^((?:https?:\/\/)|\/)/)) {

app/javascript/submission_form/dropzone.vue

@@ -70,11 +70,6 @@ export default {
       required: false,
       default: '*/*'
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
-    },
     multiple: {
       type: Boolean,
       required: false,
@@ -92,11 +87,6 @@ export default {
       return 'el' + Math.random().toString(32).split('.')[1]
     }
   },
-  mounted () {
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-  },
   methods: {
     onDropFiles (e) {
       this.uploadFiles(e.dataTransfer.files)
@@ -113,72 +103,25 @@ export default {
     async uploadFiles (files) {
       this.isLoading = true
 
-      if (this.isDirectUpload) {
+      return await Promise.all(
-        const { DirectUpload } = await import('@rails/activestorage')
+        Array.from(files).map((file) => {
+          const formData = new FormData()
 
-        const blobs = await Promise.all(
+          formData.append('file', file)
-          Array.from(files).map(async (file) => {
+          formData.append('submitter_slug', this.submitterSlug)
-            const upload = new DirectUpload(
+          formData.append('name', 'attachments')
-              file,
-              '/direct_uploads',
-              this.$refs.input
-            )
 
-            return new Promise((resolve, reject) => {
+          return fetch(this.baseUrl + '/api/attachments', {
-              upload.create((error, blob) => {
+            method: 'POST',
-                if (error) {
+            body: formData
-                  console.error(error)
+          }).then(resp => resp.json()).then((data) => {
-
+            return data
-                  return reject(error)
-                } else {
-                  return resolve(blob)
-                }
-              })
-            }).catch((error) => {
-              console.error(error)
-            })
           })
-        )
+        })).then((result) => {
-
+        this.$emit('upload', result)
-        return await Promise.all(
+      }).finally(() => {
-          blobs.map((blob) => {
+        this.isLoading = false
-            return fetch(this.baseUrl + '/api/attachments', {
+      })
-              method: 'POST',
-              body: JSON.stringify({
-                name: 'attachments',
-                blob_signed_id: blob.signed_id,
-                submitter_slug: this.submitterSlug
-              }),
-              headers: { 'Content-Type': 'application/json' }
-            }).then(resp => resp.json()).then((data) => {
-              return data
-            })
-          })).then((result) => {
-          this.$emit('upload', result)
-        }).finally(() => {
-          this.isLoading = false
-        })
-      } else {
-        return await Promise.all(
-          Array.from(files).map((file) => {
-            const formData = new FormData()
-
-            formData.append('file', file)
-            formData.append('submitter_slug', this.submitterSlug)
-            formData.append('name', 'attachments')
-
-            return fetch(this.baseUrl + '/api/attachments', {
-              method: 'POST',
-              body: formData
-            }).then(resp => resp.json()).then((data) => {
-              return data
-            })
-          })).then((result) => {
-          this.$emit('upload', result)
-        }).finally(() => {
-          this.isLoading = false
-        })
-      }
     }
   }
 }

app/javascript/submission_form/form.vue

@@ -208,6 +208,7 @@
                       :name="`values[${currentField.uuid}]`"
                       :value="option.value || `${t('option')} ${index + 1}`"
                       :required="currentField.required"
+                      @click="scrollIntoField(currentField)"
                     >
                     <span class="text-xl">
                       {{ option.value || `${t('option')} ${index + 1}` }}
@@ -305,7 +306,6 @@
             :key="currentField.uuid"
             v-model="values[currentField.uuid]"
             :field="currentField"
-            :is-direct-upload="isDirectUpload"
             :attachments-index="attachmentsIndex"
             :submitter-slug="submitterSlug"
             :show-field-names="showFieldNames"
@@ -318,7 +318,6 @@
             v-model="values[currentField.uuid]"
             :field="currentField"
             :previous-value="previousSignatureValueFor(currentField)"
-            :is-direct-upload="isDirectUpload"
             :with-typed-signature="withTypedSignature"
             :attachments-index="attachmentsIndex"
             :submitter-slug="submitterSlug"
@@ -334,7 +333,6 @@
             v-model="values[currentField.uuid]"
             :field="currentField"
             :previous-value="previousInitialsValue"
-            :is-direct-upload="isDirectUpload"
             :attachments-index="attachmentsIndex"
             :show-field-names="showFieldNames"
             :submitter-slug="submitterSlug"
@@ -347,7 +345,6 @@
             v-else-if="currentField.type === 'file'"
             :key="currentField.uuid"
             v-model="values[currentField.uuid]"
-            :is-direct-upload="isDirectUpload"
             :field="currentField"
             :attachments-index="attachmentsIndex"
             :submitter-slug="submitterSlug"
@@ -417,6 +414,7 @@
         :is-demo="isDemo"
         :attribution="attribution"
         :completed-button="completedRedirectUrl ? {} : completedButton"
+        :completed-message="completedRedirectUrl ? {} : completedMessage"
         :with-send-copy-button="withSendCopyButton && !completedRedirectUrl"
         :with-download-button="withDownloadButton && !completedRedirectUrl"
         :with-confetti="withConfetti"
@@ -576,11 +574,6 @@ export default {
       required: false,
       default: ''
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: false,
-      default: false
-    },
     allowToSkip: {
       type: Boolean,
       required: false,
@@ -611,6 +604,11 @@ export default {
       required: false,
       default: () => ({})
     },
+    authenticityToken: {
+      type: String,
+      required: false,
+      default: ''
+    },
     i18n: {
       type: Object,
       required: false,
@@ -635,6 +633,11 @@ export default {
       type: Object,
       required: false,
       default: () => ({})
+    },
+    completedMessage: {
+      type: Object,
+      required: false,
+      default: () => ({})
     }
   },
   data () {
@@ -658,9 +661,6 @@ export default {
     queryParams () {
       return new URLSearchParams(window.location.search)
     },
-    authenticityToken () {
-      return document.querySelector('meta[name="csrf-token"]')?.content
-    },
     submitterSlug () {
       return this.submitter.slug
     },

app/javascript/submission_form/i18n.js

@@ -782,6 +782,72 @@ const ar = {
   files: 'الملفات'
 }
 
-const i18n = { en, es, it, de, fr, pl, uk, cs, pt, he, nl, ar }
+const ko = {
+  text: '텍스트',
+  signature: '서명',
+  initials: '이니셜',
+  date: '날짜',
+  number: '숫자',
+  image: '이미지',
+  take_photo: '사진 찍기',
+  file: '파일',
+  select: '선택',
+  checkbox: '체크박스',
+  multiple: '다중',
+  radio: '라디오',
+  cells: '셀',
+  stamp: '스탬프',
+  minimize: '최소화',
+  payment: '결제',
+  phone: '전화',
+  submit_form: '양식 제출',
+  sign_now: '지금 서명',
+  type_here_: '여기에 입력...',
+  optional: '선택 사항',
+  option: '옵션',
+  appears_on: '다음에 나타납니다',
+  page: '페이지',
+  select_your_option: '옵션 선택',
+  complete_hightlighted_checkboxes_and_click: '강조된 체크박스를 완료하고 클릭',
+  submit: '제출',
+  next: '다음',
+  click_to_upload: '업로드하려면 클릭',
+  or_drag_and_drop_files: '또는 파일을 드래그하여 놓으십시오',
+  send_copy_via_email: '이메일로 사본 보내기',
+  download: '다운로드',
+  clear: '지우기',
+  redraw: '다시 그리기',
+  draw_initials: '이니셜 그리기',
+  type_signature_here: '여기에 서명 입력',
+  type_initial_here: '여기에 이니셜 입력',
+  form_has_been_completed: '양식이 완료되었습니다!',
+  create_a_free_account: '무료 계정 생성',
+  signed_with: '다음으로 서명:',
+  please_check_the_box_to_continue: '계속하려면 확인란을 선택하십시오',
+  open_source_documents_software: '오픈 소스 문서 소프트웨어',
+  verified_phone_number: '전화번호 확인됨',
+  use_international_format: '국제 포맷 사용: +1xxx',
+  six_digits_code: '6자리 코드',
+  change_phone_number: '전화번호 변경',
+  sending: '전송 중...',
+  resend_code: '코드 다시 보내기',
+  verification_code_has_been_resent: '인증 코드가 SMS로 다시 전송되었습니다',
+  please_fill_all_required_fields: '필수 필드를 모두 입력하십시오',
+  set_today: '오늘 날짜로 설정',
+  toggle_multiline_text: '다중 텍스트 전환',
+  draw_signature: '서명 그리기',
+  type_initial: '이니셜 입력',
+  draw: '그리기',
+  type: '입력',
+  type_text: '텍스트 입력',
+  email_has_been_sent: '이메일이 전송되었습니다',
+  processing: '처리 중',
+  pay_with_strip: '스트라이프로 결제',
+  reupload: '다시 업로드',
+  upload: '업로드',
+  files: '파일'
+}
+
+const i18n = { en, es, it, de, fr, pl, uk, cs, pt, he, nl, ar, ko }
 
 export default i18n

app/javascript/submission_form/image_step.vue

@@ -38,7 +38,6 @@
       :message="`${t('upload')} ${field.name || t('image')}${field.required ? '' : ` (${t('optional')})`}`"
       :submitter-slug="submitterSlug"
       :accept="'image/*'"
-      :is-direct-upload="isDirectUpload"
       @upload="onImageUpload"
     />
   </div>
@@ -62,11 +61,6 @@ export default {
       type: Object,
       required: true
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
-    },
     showFieldNames: {
       type: Boolean,
       required: false,

app/javascript/submission_form/initials_step.vue

@@ -152,11 +152,6 @@ export default {
       required: false,
       default: true
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
-    },
     attachmentsIndex: {
       type: Object,
       required: false,
@@ -202,10 +197,6 @@ export default {
       this.$refs.textInput?.focus()
     })
 
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-
     if (this.$refs.canvas) {
       this.pad = new SignaturePad(this.$refs.canvas)
 
@@ -293,45 +284,21 @@ export default {
         cropCanvasAndExportToPNG(this.$refs.canvas).then(async (blob) => {
           const file = new File([blob], 'initials.png', { type: 'image/png' })
 
-          if (this.isDirectUpload) {
+          const formData = new FormData()
-            const { DirectUpload } = await import('@rails/activestorage')
 
-            new DirectUpload(
+          formData.append('file', file)
-              file,
+          formData.append('submitter_slug', this.submitterSlug)
-              '/direct_uploads'
+          formData.append('name', 'attachments')
-            ).create((_error, data) => {
-              fetch(this.baseUrl + '/api/attachments', {
-                method: 'POST',
-                body: JSON.stringify({
-                  submitter_slug: this.submitterSlug,
-                  blob_signed_id: data.signed_id,
-                  name: 'attachments'
-                }),
-                headers: { 'Content-Type': 'application/json' }
-              }).then((resp) => resp.json()).then((attachment) => {
-                this.$emit('update:model-value', attachment.uuid)
-                this.$emit('attached', attachment)
 
-                return resolve(attachment)
+          return fetch(this.baseUrl + '/api/attachments', {
-              })
+            method: 'POST',
-            })
+            body: formData
-          } else {
+          }).then((resp) => resp.json()).then((attachment) => {
-            const formData = new FormData()
+            this.$emit('attached', attachment)
+            this.$emit('update:model-value', attachment.uuid)
 
-            formData.append('file', file)
+            return resolve(attachment)
-            formData.append('submitter_slug', this.submitterSlug)
+          })
-            formData.append('name', 'attachments')
-
-            return fetch(this.baseUrl + '/api/attachments', {
-              method: 'POST',
-              body: formData
-            }).then((resp) => resp.json()).then((attachment) => {
-              this.$emit('attached', attachment)
-              this.$emit('update:model-value', attachment.uuid)
-
-              return resolve(attachment)
-            })
-          }
         })
       })
     }

app/javascript/submission_form/multi_select_step.vue

@@ -45,6 +45,7 @@
         <label
           :for="option.uuid"
           class="flex items-center space-x-3"
+          @click="scrollIntoField(field)"
         >
           <input
             :id="option.uuid"

app/javascript/submission_form/signature_step.vue

@@ -176,11 +176,6 @@ export default {
       required: false,
       default: true
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
-    },
     withTypedSignature: {
       type: Boolean,
       required: false,
@@ -230,10 +225,6 @@ export default {
       }
     })
 
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-
     if (this.$refs.canvas) {
       this.pad = new SignaturePad(this.$refs.canvas)
 
@@ -390,45 +381,21 @@ export default {
         cropCanvasAndExportToPNG(this.$refs.canvas, { errorOnTooSmall: true }).then(async (blob) => {
           const file = new File([blob], 'signature.png', { type: 'image/png' })
 
-          if (this.isDirectUpload) {
+          const formData = new FormData()
-            const { DirectUpload } = await import('@rails/activestorage')
 
-            new DirectUpload(
+          formData.append('file', file)
-              file,
+          formData.append('submitter_slug', this.submitterSlug)
-              '/direct_uploads'
+          formData.append('name', 'attachments')
-            ).create((_error, data) => {
-              fetch(this.baseUrl + '/api/attachments', {
-                method: 'POST',
-                body: JSON.stringify({
-                  submitter_slug: this.submitterSlug,
-                  blob_signed_id: data.signed_id,
-                  name: 'attachments'
-                }),
-                headers: { 'Content-Type': 'application/json' }
-              }).then((resp) => resp.json()).then((attachment) => {
-                this.$emit('update:model-value', attachment.uuid)
-                this.$emit('attached', attachment)
 
-                return resolve(attachment)
+          return fetch(this.baseUrl + '/api/attachments', {
-              })
+            method: 'POST',
-            })
+            body: formData
-          } else {
+          }).then((resp) => resp.json()).then((attachment) => {
-            const formData = new FormData()
+            this.$emit('attached', attachment)
+            this.$emit('update:model-value', attachment.uuid)
 
-            formData.append('file', file)
+            return resolve(attachment)
-            formData.append('submitter_slug', this.submitterSlug)
+          })
-            formData.append('name', 'attachments')
-
-            return fetch(this.baseUrl + '/api/attachments', {
-              method: 'POST',
-              body: formData
-            }).then((resp) => resp.json()).then((attachment) => {
-              this.$emit('attached', attachment)
-              this.$emit('update:model-value', attachment.uuid)
-
-              return resolve(attachment)
-            })
-          }
         }).catch((error) => {
           return reject(error)
         })

app/javascript/template_builder/area.vue

@@ -42,7 +42,7 @@
         v-model="field.submitter_uuid"
         class="border-r"
         :compact="true"
-        :editable="editable && !defaultField"
+        :editable="editable && (!defaultField || defaultField.role !== submitter?.name)"
         :allow-add-new="!defaultSubmitters.length"
         :menu-classes="'dropdown-content bg-white menu menu-xs p-2 shadow rounded-box w-52 rounded-t-none -left-[1px] mt-[1px]'"
         :submitters="template.submitters"

app/javascript/template_builder/builder.vue

@@ -26,7 +26,7 @@
           @update:model-value="updateName"
         />
       </div>
-      <div class="space-x-3 flex items-center">
+      <div class="space-x-3 flex items-center flex-shrink-0">
         <slot
           v-if="$slots.buttons"
           name="buttons"
@@ -40,7 +40,7 @@
             @click="maybeShowEmptyTemplateAlert"
           >
             <IconWritingSign
-              width="20"
+              width="22"
               class="inline"
             />
             <span class="hidden md:inline">
@@ -115,7 +115,6 @@
           :with-replace-button="withUploadButton"
           :editable="editable"
           :template="template"
-          :is-direct-upload="isDirectUpload"
           @scroll-to="scrollIntoDocument(item)"
           @remove="onDocumentRemove"
           @replace="onDocumentReplace"
@@ -131,7 +130,6 @@
             v-if="sortedDocuments.length && editable && withUploadButton"
             :accept-file-types="acceptFileTypes"
             :template-id="template.id"
-            :is-direct-upload="isDirectUpload"
             @success="updateFromUpload"
           />
         </div>
@@ -148,7 +146,6 @@
             v-if="!sortedDocuments.length && withUploadButton"
             :template-id="template.id"
             :accept-file-types="acceptFileTypes"
-            :is-direct-upload="isDirectUpload"
             @success="updateFromUpload"
           />
           <template v-else>
@@ -166,9 +163,10 @@
                 :allow-draw="!onlyDefinedFields"
                 :default-submitters="defaultSubmitters"
                 :draw-field="drawField"
+                :draw-field-type="drawFieldType"
                 :editable="editable"
                 :base-url="baseUrl"
-                @draw="onDraw"
+                @draw="[onDraw($event), withSelectedFieldType ? '' : drawFieldType = '', showDrawField = false]"
                 @drop-field="onDropfield"
                 @remove-area="removeArea"
               />
@@ -177,9 +175,9 @@
                 :with-arrows="template.schema.length > 1"
                 :item="template.schema.find((item) => item.attachment_uuid === document.uuid)"
                 :with-replace-button="withUploadButton"
+                :accept-file-types="acceptFileTypes"
                 :document="document"
                 :template="template"
-                :is-direct-upload="isDirectUpload"
                 class="pb-2 mb-2 border-b border-base-300 border-dashed"
                 @remove="onDocumentRemove"
                 @replace="onDocumentReplace"
@@ -195,7 +193,6 @@
               <Upload
                 v-if="withUploadButton"
                 :template-id="template.id"
-                :is-direct-upload="isDirectUpload"
                 :accept-file-types="acceptFileTypes"
                 @success="updateFromUpload"
               />
@@ -210,13 +207,13 @@
         :class="drawField ? 'overflow-hidden' : 'overflow-y-auto overflow-x-hidden'"
       >
         <div
-          v-if="drawField"
+          v-if="showDrawField || drawField"
           class="sticky inset-0 h-full z-20"
           :style="{ backgroundColor }"
         >
-          <div class="bg-base-300 rounded-lg p-5 text-center space-y-4">
+          <div class="bg-base-200 rounded-lg p-5 text-center space-y-4">
             <p>
-              {{ t('draw_field_on_the_document').replace('{field}', drawField.name) }}
+              {{ t('draw_field_on_the_document').replace('{field}', drawField?.name || '') }}
             </p>
             <div>
               <button
@@ -226,10 +223,10 @@
                 {{ t('cancel') }}
               </button>
               <a
-                v-if="!drawOption && !drawField.areas.length && !['stamp', 'signature', 'initials'].includes(drawField.type)"
+                v-if="!drawField && !drawOption && !['stamp', 'signature', 'initials'].includes(drawField?.type || drawFieldType)"
                 href="#"
                 class="link block mt-3 text-sm"
-                @click.prevent="[drawField = null, drawOption = null]"
+                @click.prevent="[addField(drawFieldType), drawField = null, drawOption = null, withSelectedFieldType ? '' : drawFieldType = '', showDrawField = false]"
               >
                 {{ t('or_add_field_without_drawing') }}
               </a>
@@ -244,12 +241,15 @@
             :selected-submitter="selectedSubmitter"
             :with-help="withHelp"
             :default-submitters="defaultSubmitters"
+            :draw-field-type="drawFieldType"
             :default-fields="defaultFields"
             :field-types="fieldTypes"
             :with-sticky-submitters="withStickySubmitters"
             :only-defined-fields="onlyDefinedFields"
             :editable="editable"
+            @add-field="addField"
             @set-draw="[drawField = $event.field, drawOption = $event.option]"
+            @set-draw-type="[drawFieldType = $event, showDrawField = true]"
             @set-drag="dragField = $event"
             @change-submitter="selectedSubmitter = $event"
             @drag-end="dragField = null"
@@ -328,6 +328,7 @@ export default {
       backgroundColor: this.backgroundColor,
       withPhone: this.withPhone,
       withPayment: this.withPayment,
+      isPaymentConnected: this.isPaymentConnected,
       withFormula: this.withFormula,
       withConditions: this.withConditions,
       defaultDrawFieldType: this.defaultDrawFieldType,
@@ -340,11 +341,6 @@ export default {
       type: Object,
       required: true
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: false,
-      default: false
-    },
     i18n: {
       type: Object,
       required: false,
@@ -375,6 +371,11 @@ export default {
       required: false,
       default: () => []
     },
+    withSelectedFieldType: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     defaultDrawFieldType: {
       type: String,
       required: false,
@@ -444,6 +445,11 @@ export default {
       required: false,
       default: true
     },
+    authenticityToken: {
+      type: String,
+      required: false,
+      default: ''
+    },
     withDocumentsList: {
       type: Boolean,
       required: false,
@@ -459,6 +465,11 @@ export default {
       required: false,
       default: false
     },
+    isPaymentConnected: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withFormula: {
       type: Boolean,
       required: false,
@@ -486,7 +497,9 @@ export default {
       isBreakpointLg: false,
       isSaving: false,
       selectedSubmitter: null,
+      showDrawField: false,
       drawField: null,
+      drawFieldType: null,
       drawOption: null,
       dragField: null
     }
@@ -519,6 +532,12 @@ export default {
     }
   },
   created () {
+    if (!this.template.fields?.length && this.template.submitters?.length === 1) {
+      if (this.template.submitters[0]?.name === 'First Party') {
+        this.template.submitters[0].name = this.t('first_party')
+      }
+    }
+
     const existingSubmittersUuids = this.defaultSubmitters.map((name) => {
       return this.template.submitters.find(e => e.name === name)?.uuid
     })
@@ -569,6 +588,34 @@ export default {
     t (key) {
       return this.i18n[key] || i18nEn[key] || key
     },
+    addField (type, area = null) {
+      const field = {
+        name: '',
+        uuid: v4(),
+        required: type !== 'checkbox',
+        areas: area ? [area] : [],
+        submitter_uuid: this.selectedSubmitter.uuid,
+        type
+      }
+
+      if (['select', 'multiple', 'radio'].includes(type)) {
+        field.options = [{ value: '', uuid: v4() }]
+      }
+
+      if (type === 'stamp') {
+        field.readonly = true
+      }
+
+      if (type === 'date') {
+        field.preferences = {
+          format: Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY'
+        }
+      }
+
+      this.template.fields.push(field)
+
+      this.save()
+    },
     startFieldDraw ({ name, type }) {
       const existingField = this.template.fields?.find((f) => f.submitter_uuid === this.selectedSubmitter.uuid && name && name === f.name)
 
@@ -649,15 +696,13 @@ export default {
       ref.$el.scrollIntoView({ behavior: 'smooth', block: 'start' })
     },
     clearDrawField () {
-      if (this.drawField && !this.drawOption && this.drawField.areas.length === 0) {
-        const fieldIndex = this.template.fields.indexOf(this.drawField)
-
-        if (fieldIndex !== -1) {
-          this.template.fields.splice(fieldIndex, 1)
-        }
-      }
       this.drawField = null
       this.drawOption = null
+      this.showDrawField = false
+
+      if (!this.withSelectedFieldType) {
+        this.drawFieldType = ''
+      }
     },
     onKeyUp (e) {
       if (e.code === 'Escape') {
@@ -707,6 +752,27 @@ export default {
         }
       }
     },
+    setDefaultAreaSize (area, type) {
+      const documentRef = this.documentRefs.find((e) => e.document.uuid === area.attachment_uuid)
+      const pageMask = documentRef.pageRefs[area.page].$refs.mask
+
+      if (type === 'checkbox') {
+        area.w = pageMask.clientWidth / 30 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 30 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
+      } else if (type === 'image') {
+        area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
+      } else if (type === 'signature' || type === 'stamp') {
+        area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight) / 2
+      } else if (type === 'initials') {
+        area.w = pageMask.clientWidth / 10 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
+      } else {
+        area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
+      }
+    },
     onDraw (area) {
       if (this.drawField) {
         if (this.drawOption) {
@@ -729,25 +795,7 @@ export default {
             area.w = previousArea.w
             area.h = previousArea.h
           } else {
-            const documentRef = this.documentRefs.find((e) => e.document.uuid === area.attachment_uuid)
+            this.setDefaultAreaSize(area, this.drawOption ? 'checkbox' : this.drawField?.type)
-            const pageMask = documentRef.pageRefs[area.page].$refs.mask
-
-            if (this.drawField.type === 'checkbox' || this.drawOption) {
-              area.w = pageMask.clientWidth / 30 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 30 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
-            } else if (this.drawField.type === 'image') {
-              area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
-            } else if (this.drawField.type === 'signature' || this.drawField.type === 'stamp') {
-              area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight) / 2
-            } else if (this.drawField.type === 'initials') {
-              area.w = pageMask.clientWidth / 10 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
-            } else {
-              area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
-            }
           }
 
           area.x -= area.w / 2
@@ -782,13 +830,15 @@ export default {
 
         let type = (pageMask.clientWidth * area.w) < 35 ? 'checkbox' : 'text'
 
-        if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
+        if (this.drawFieldType) {
+          type = this.drawFieldType
+        } else if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
           type = this.defaultDrawFieldType
         } else if (this.fieldTypes.length !== 0 && !this.fieldTypes.includes(type)) {
           type = this.fieldTypes[0]
         }
 
-        if (type === 'checkbox') {
+        if (type === 'checkbox' && !this.drawFieldType) {
           const previousField = [...this.template.fields].reverse().find((f) => f.type === type)
           const previousArea = previousField?.areas?.[previousField.areas.length - 1]
 
@@ -806,21 +856,22 @@ export default {
           }
         }
 
-        if (area.w) {
+        if (this.drawFieldType && (area.w === 0 || area.h === 0)) {
-          const field = {
+          if (this.selectedField?.type === this.drawFieldType) {
-            name: '',
+            area.w = this.selectedAreaRef.value.w
-            uuid: v4(),
+            area.h = this.selectedAreaRef.value.h
-            required: type !== 'checkbox',
+          } else {
-            type,
+            this.setDefaultAreaSize(area, this.drawFieldType)
-            submitter_uuid: this.selectedSubmitter.uuid,
-            areas: [area]
           }
 
-          this.template.fields.push(field)
+          area.x -= area.w / 2
+          area.y -= area.h / 2
+        }
+
+        if (area.w) {
+          this.addField(type, area)
 
           this.selectedAreaRef.value = area
-
-          this.save()
         }
       }
     },
@@ -921,14 +972,26 @@ export default {
 
       this.save()
     },
-    updateFromUpload ({ schema, documents }) {
+    updateFromUpload (data) {
-      this.template.schema.push(...schema)
+      this.template.schema.push(...data.schema)
-      this.template.documents.push(...documents)
+      this.template.documents.push(...data.documents)
+
+      if (data.fields) {
+        this.template.fields = data.fields
+      }
+
+      if (data.submitters) {
+        this.template.submitters = data.submitters
+
+        if (!this.template.submitters.find((s) => s.uuid === this.selectedSubmitter?.uuid)) {
+          this.selectedSubmitter = this.template.submitters[0]
+        }
+      }
 
       this.$nextTick(() => {
         this.$refs.previews.scrollTop = this.$refs.previews.scrollHeight
 
-        this.scrollIntoDocument(schema[0])
+        this.scrollIntoDocument(data.schema[0])
       })
 
       if (this.template.name === 'New Document') {
@@ -951,19 +1014,56 @@ export default {
         this.template.schema.splice(this.template.schema.indexOf(item), 1)
       }
 
+      const removedFieldUuids = []
+
       this.template.fields.forEach((field) => {
         [...(field.areas || [])].forEach((area) => {
           if (area.attachment_uuid === item.attachment_uuid) {
             field.areas.splice(field.areas.indexOf(area), 1)
+
+            removedFieldUuids.push(field.uuid)
           }
         })
       })
 
+      this.template.fields =
+        this.template.fields.filter((f) => !removedFieldUuids.includes(f.uuid) || f.areas?.length)
+
       this.save()
     },
-    onDocumentReplace ({ replaceSchemaItem, schema, documents }) {
+    onDocumentReplace (data) {
+      const { replaceSchemaItem, schema, documents } = data
+
       this.template.schema.splice(this.template.schema.indexOf(replaceSchemaItem), 1, schema[0])
       this.template.documents.push(...documents)
+
+      if (data.fields) {
+        this.template.fields = data.fields
+
+        const removedFieldUuids = []
+
+        this.template.fields.forEach((field) => {
+          [...(field.areas || [])].forEach((area) => {
+            if (area.attachment_uuid === replaceSchemaItem.attachment_uuid) {
+              field.areas.splice(field.areas.indexOf(area), 1)
+
+              removedFieldUuids.push(field.uuid)
+            }
+          })
+        })
+
+        this.template.fields =
+          this.template.fields.filter((f) => !removedFieldUuids.includes(f.uuid) || f.areas?.length)
+      }
+
+      if (data.submitters) {
+        this.template.submitters = data.submitters
+
+        if (!this.template.submitters.find((s) => s.uuid === this.selectedSubmitter?.uuid)) {
+          this.selectedSubmitter = this.template.submitters[0]
+        }
+      }
+
       this.template.fields.forEach((field) => {
         (field.areas || []).forEach((area) => {
           if (area.attachment_uuid === replaceSchemaItem.attachment_uuid) {
@@ -1023,7 +1123,11 @@ export default {
     baseFetch (path, options = {}) {
       return fetch(this.baseUrl + path, {
         ...options,
-        headers: { ...this.fetchOptions.headers, ...options.headers }
+        headers: {
+          'X-CSRF-Token': this.authenticityToken,
+          ...this.fetchOptions.headers,
+          ...options.headers
+        }
       })
     },
     save ({ force } = { force: false }) {
@@ -1039,7 +1143,7 @@ export default {
 
       this.pushUndo()
 
-      return this.baseFetch(`/api/templates/${this.template.id}`, {
+      return this.baseFetch(`/templates/${this.template.id}`, {
         method: 'PUT',
         body: JSON.stringify({
           template: {

app/javascript/template_builder/contenteditable.vue

@@ -14,7 +14,10 @@
       @focus="$emit('focus', $event)"
       @blur="onBlur"
     >
-      {{ value }}
+      <template
+        v-for="(item, index) in (value || '').split(/(_)/)"
+        :key="index"
+      >{{ item }}<wbr></template>
     </span>
     <span
       v-if="withRequired"

app/javascript/template_builder/controls.vue

@@ -8,8 +8,8 @@
     />
     <ReplaceButton
       v-if="withReplaceButton"
-      :is-direct-upload="isDirectUpload"
       :template-id="template.id"
+      :accept-file-types="acceptFileTypes"
       @click.stop
       @success="$emit('replace', { replaceSchemaItem: item, ...$event })"
     />
@@ -63,10 +63,10 @@ export default {
       type: Object,
       required: true
     },
-    isDirectUpload: {
+    acceptFileTypes: {
-      type: Boolean,
+      type: String,
-      required: true,
+      required: false,
-      default: false
+      default: 'image/*, application/pdf'
     },
     withReplaceButton: {
       type: Boolean,
@@ -80,11 +80,6 @@ export default {
     }
   },
   emits: ['change', 'remove', 'up', 'down', 'replace'],
-  mounted () {
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-  },
   methods: {
     upload: Upload.methods.upload,
     onUpdateName (value) {

app/javascript/template_builder/document.vue

@@ -12,6 +12,7 @@
       :default-fields="defaultFields"
       :default-submitters="defaultSubmitters"
       :draw-field="drawField"
+      :draw-field-type="drawFieldType"
       :selected-submitter="selectedSubmitter"
       :image="image"
       @drop-field="$emit('drop-field', {...$event, attachment_uuid: document.uuid })"
@@ -43,6 +44,11 @@ export default {
       required: false,
       default: () => []
     },
+    drawFieldType: {
+      type: String,
+      required: false,
+      default: ''
+    },
     defaultSubmitters: {
       type: Array,
       required: false,

app/javascript/template_builder/dropzone.vue

@@ -5,7 +5,7 @@
     @drop.prevent="onDropFiles"
   >
     <label
-      class="w-full relative bg-base-200 hover:bg-base-200/70 rounded-md border border-base-content border-dashed"
+      class="w-full relative hover:bg-base-200/30 rounded-md border border-2 border-base-content/10 border-dashed"
       :for="inputId"
       :class="{ 'opacity-50': isLoading || isProcessing }"
     >
@@ -71,11 +71,6 @@ export default {
       type: String,
       required: false,
       default: 'image/*, application/pdf'
-    },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
     }
   },
   emits: ['success'],
@@ -101,11 +96,6 @@ export default {
       }
     }
   },
-  mounted () {
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-  },
   methods: {
     upload: Upload.methods.upload,
     onDropFiles (e) {

app/javascript/template_builder/field.vue

@@ -582,7 +582,7 @@ export default {
       return this.$el.getRootNode().querySelector('#docuseal_modal_container')
     },
     dateFormats () {
-      return [
+      const formats = [
         'MM/DD/YYYY',
         'DD/MM/YYYY',
         'YYYY-MM-DD',
@@ -593,6 +593,16 @@ export default {
         'D MMM YYYY',
         'D MMMM YYYY'
       ]
+
+      if (Intl.DateTimeFormat().resolvedOptions().timeZone?.includes('Seoul') || navigator.language?.startsWith('ko')) {
+        formats.push('YYYY년 MM월 DD일')
+      }
+
+      if (this.field.preferences?.format && !formats.includes(this.field.preferences.format)) {
+        formats.unshift(this.field.preferences.format)
+      }
+
+      return formats
     },
     defaultName () {
       return this.buildDefaultName(this.field, this.template.fields)

app/javascript/template_builder/field_submitter.vue

@@ -95,7 +95,7 @@
     <label
       v-if="compact"
       tabindex="0"
-      :title="selectedSubmitter.name"
+      :title="selectedSubmitter?.name"
       class="cursor-pointer text-base-100 flex h-full items-center justify-center"
     >
       <button

app/javascript/template_builder/fields.vue

@@ -36,32 +36,63 @@
   </div>
   <div v-if="submitterDefaultFields.length">
     <hr class="mb-2">
-    <template
+    <template v-if="isShowFieldSearch">
-      v-for="field in submitterDefaultFields"
+      <input
-      :key="field.name"
+        v-model="defaultFieldsSearch"
+        :placeholder="t('search_field')"
+        class="input input-ghost input-xs px-0 text-base mb-2 !outline-0 !rounded bg-transparent w-full"
+      >
+      <hr class="mb-2">
+    </template>
+    <div
+      class="overflow-auto relative"
+      :style="{
+        maxHeight: isShowFieldSearch ? '210px' : '',
+        minHeight: isShowFieldSearch ? '210px' : ''
+      }"
     >
       <div
-        :style="{ backgroundColor: backgroundColor }"
+        v-if="!filteredSubmitterDefaultFields.length && defaultFieldsSearch"
-        draggable="true"
+        class="top-0 bottom-0 text-center absolute flex items-center justify-center w-full flex-col"
-        class="default-field border border-base-300 rounded rounded-tr-none relative group mb-2"
-        @dragstart="onDragstart({ type: 'text', ...field })"
-        @dragend="$emit('drag-end')"
       >
-        <div class="flex items-center justify-between relative cursor-grab">
+        <div>
-          <div class="flex items-center p-1 space-x-1">
+          {{ t('field_not_found') }}
-            <IconDrag />
+        </div>
-            <FieldType
+        <a
-              :model-value="field.type || 'text'"
+          href="#"
-              :editable="false"
+          class="link"
-              :button-width="20"
+          @click.prevent="defaultFieldsSearch = ''"
-            />
+        >
-            <span class="block pl-0.5">
+          {{ t('clear') }}
-              {{ field.name }}
+        </a>
-            </span>
+      </div>
+      <template
+        v-for="field in filteredSubmitterDefaultFields"
+        :key="field.name"
+      >
+        <div
+          :style="{ backgroundColor: backgroundColor }"
+          draggable="true"
+          class="default-field border border-base-300 rounded rounded-tr-none relative group mb-2"
+          @dragstart="onDragstart({ type: 'text', ...field })"
+          @dragend="$emit('drag-end')"
+        >
+          <div class="flex items-center justify-between relative cursor-grab">
+            <div class="flex items-center p-1 space-x-1">
+              <IconDrag />
+              <FieldType
+                :model-value="field.type || 'text'"
+                :editable="false"
+                :button-width="20"
+              />
+              <span class="block pl-0.5">
+                {{ field.name }}
+              </span>
+            </div>
           </div>
         </div>
-      </div>
+      </template>
-    </template>
+    </div>
   </div>
   <div
     v-if="editable && !onlyDefinedFields"
@@ -74,14 +105,18 @@
       <button
         v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment')"
         draggable="true"
-        class="field-type-button group flex items-center justify-center border border-dashed border-base-300 hover:border-base-content/20 w-full rounded relative"
+        class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative"
         :style="{ backgroundColor: backgroundColor }"
+        :class="drawFieldType === type ? 'border-base-content/40' : 'border-base-300 hover:border-base-content/20'"
         @dragstart="onDragstart({ type: type })"
         @dragend="$emit('drag-end')"
-        @click="addField(type)"
+        @click="['file', 'payment'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
       >
-        <div class="flex items-console group-hover:bg-base-200/50 transition-all cursor-grab h-full absolute left-0">
+        <div
-          <IconDrag class=" my-auto" />
+          class="flex items-console transition-all cursor-grab h-full absolute left-0"
+          :class="drawFieldType === type ? 'bg-base-200/50' : 'group-hover:bg-base-200/50'"
+        >
+          <IconDrag class="my-auto" />
         </div>
         <div class="flex items-center flex-col px-2 py-2">
           <component :is="icon" />
@@ -139,10 +174,9 @@
 
 <script>
 import Field from './field'
-import { v4 } from 'uuid'
 import FieldType from './field_type'
 import FieldSubmitter from './field_submitter'
-import { IconLock } from '@tabler/icons-vue'
+import { IconLock, IconCirclePlus } from '@tabler/icons-vue'
 import IconDrag from './icon_drag'
 
 export default {
@@ -150,6 +184,7 @@ export default {
   components: {
     Field,
     FieldType,
+    IconCirclePlus,
     FieldSubmitter,
     IconDrag,
     IconLock
@@ -180,6 +215,11 @@ export default {
       required: false,
       default: true
     },
+    drawFieldType: {
+      type: String,
+      required: false,
+      default: ''
+    },
     defaultSubmitters: {
       type: Array,
       required: false,
@@ -204,10 +244,18 @@ export default {
       required: true
     }
   },
-  emits: ['set-draw', 'set-drag', 'drag-end', 'scroll-to-area', 'change-submitter'],
+  emits: ['add-field', 'set-draw', 'set-draw-type', 'set-drag', 'drag-end', 'scroll-to-area', 'change-submitter'],
+  data () {
+    return {
+      defaultFieldsSearch: ''
+    }
+  },
   computed: {
     fieldNames: FieldType.computed.fieldNames,
     fieldIcons: FieldType.computed.fieldIcons,
+    isShowFieldSearch () {
+      return this.submitterDefaultFields.length > 15
+    },
     fieldIconsSorted () {
       if (this.fieldTypes.length) {
         return this.fieldTypes.reduce((acc, type) => {
@@ -226,6 +274,13 @@ export default {
       return this.defaultFields.filter((f) => {
         return !this.submitterFields.find((field) => field.name === f.name) && (!f.role || f.role === this.selectedSubmitter.name)
       })
+    },
+    filteredSubmitterDefaultFields () {
+      if (this.defaultFieldsSearch) {
+        return this.submitterDefaultFields.filter((f) => f.name.toLowerCase().includes(this.defaultFieldsSearch.toLowerCase()))
+      } else {
+        return this.submitterDefaultFields
+      }
     }
   },
   methods: {
@@ -286,38 +341,6 @@ export default {
         })
       })
 
-      this.save()
-    },
-    addField (type, area = null) {
-      const field = {
-        name: '',
-        uuid: v4(),
-        required: type !== 'checkbox',
-        areas: [],
-        submitter_uuid: this.selectedSubmitter.uuid,
-        type
-      }
-
-      if (['select', 'multiple', 'radio'].includes(type)) {
-        field.options = [{ value: '', uuid: v4() }]
-      }
-
-      if (type === 'stamp') {
-        field.readonly = true
-      }
-
-      if (type === 'date') {
-        field.preferences = {
-          format: Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY'
-        }
-      }
-
-      this.fields.push(field)
-
-      if (!['payment', 'file'].includes(type)) {
-        this.$emit('set-draw', { field })
-      }
-
       this.save()
     }
   }

app/javascript/template_builder/i18n.js

@@ -1,4 +1,7 @@
 const en = {
+  search_field: 'Search field',
+  field_not_found: 'Field not found',
+  clear: 'Clear',
   align: 'Align',
   left: 'Left',
   right: 'Right',

app/javascript/template_builder/import_list.vue

@@ -0,0 +1,412 @@
+<template>
+  <div>
+    <div v-if="selectedSheetIndex === null && spreadsheet">
+      <form @submit.prevent="[selectedSheetIndex = $refs.selectWorksheet.value, buildDefaultMappings()]">
+        <label class="label">
+          Select Worksheet
+        </label>
+        <select
+          ref="selectWorksheet"
+          class="base-select"
+        >
+          <option
+            v-for="(sheet, index) in spreadsheet"
+            :key="index"
+            :value="index"
+          >
+            {{ sheet[0] || index }}
+          </option>
+        </select>
+        <button class="base-button mt-4 w-full">
+          Open
+        </button>
+      </form>
+    </div>
+    <div v-else-if="selectedSheetIndex !== null">
+      <div
+        v-for="submitter in submitters"
+        :key="submitter.uuid"
+        class="mb-4"
+      >
+        <div
+          v-if="submitters.length > 1"
+          class="px-3 border-y py-2 border-base-300 text-center w-full"
+        >
+          {{ submitter.name }}
+        </div>
+        <div class="flex">
+          <div class="relative w-full py-2 px-2 text-sm">
+            Recipient field
+          </div>
+          <div class="relative w-full py-2 pl-4 text-sm">
+            Spreadsheet column
+          </div>
+        </div>
+        <div
+          v-for="mapping in mappings.filter((m) => m.submitter_uuid === submitter.uuid)"
+          :key="mapping.uuid"
+          class="mb-2"
+        >
+          <div class="flex">
+            <select
+              class="base-select !select-sm !h-10"
+              required
+              @change="mapping.field_name = $event.target.value"
+            >
+              <option
+                disabled
+                value=""
+                :selected="!mapping.field_name"
+              >
+                Select Field
+              </option>
+              <option
+                v-for="(field, index) in selectFieldsForSubmitter(submitter)"
+                :key="index"
+                :value="field.name"
+                :selected="mapping.field_name === field.name"
+              >
+                {{ field.name }}
+              </option>
+            </select>
+            <div class="flex items-center px-1">
+              <IconArrowsHorizontal style="width: 19px; height: 19px" />
+            </div>
+            <div class="w-full relative">
+              <select
+                class="base-select !select-sm !h-10"
+                required
+                @change="mapping.column_index = parseInt($event.target.value)"
+              >
+                <option
+                  disabled
+                  value=""
+                  :selected="mapping.column_index == null"
+                >
+                  Select Column
+                </option>
+                <template
+                  v-for="(column, index) in columns"
+                  :key="index"
+                >
+                  <option
+                    v-if="column"
+                    :value="index"
+                    :selected="index === mapping.column_index"
+                  >
+                    {{ column }}
+                  </option>
+                </template>
+              </select>
+              <div
+                v-if="mapping.column_index != null"
+                class="absolute top-0 bottom-0 right-1 flex items-center"
+              >
+                <span
+                  class="tooltip tooltip-bottom-end pr-1 tooltip-pre"
+                  style="padding-top: 2px"
+                  :data-tip="[0, 1, 2].map((i) => rows[i]?.[mapping.column_index] ?? '---').join('\n')"
+                >
+                  <button
+                    class="btn btn-xs btn-circle bg-white border-0 border-gray-300"
+                    @click.prevent
+                  >
+                    <IconInfoCircle class="h-4 w-4" />
+                  </button>
+                </span>
+              </div>
+            </div>
+            <div class="flex items-center pl-1">
+              <span
+                class="tooltip tooltip-top"
+                data-tip="Remove"
+              >
+                <button
+                  :disabled="mappings.filter((m) => m.submitter_uuid === submitter.uuid).length < 2"
+                  class="btn btn-xs btn-circle"
+                  @click.prevent="mappings.splice(mappings.indexOf(mapping), 1)"
+                >
+                  <IconX class="h-3.5 w-3.5" />
+                </button>
+              </span>
+            </div>
+          </div>
+        </div>
+        <div>
+          <button
+            class="btn btn-sm btn-primary w-full !normal-case font-medium"
+            @click.prevent="addMapping(submitter)"
+          >
+            <IconPlus class="w-4 h-4" />
+            New Field Mapping
+          </button>
+        </div>
+      </div>
+      <div>
+        <input
+          name="submissions_json"
+          hidden
+          :value="JSON.stringify(submissionsData.slice(0, 1100))"
+        >
+      </div>
+      <div
+        class="px-3 border-y py-2 border-base-300 text-center w-full text-sm font-semibold"
+      >
+        Total entries: {{ submissionsData.length }}
+        <template v-if="submissionsData.length >= 1000">
+          / 1000
+        </template>
+      </div>
+    </div>
+    <div
+      v-else
+    >
+      <div
+        class="flex h-52 w-full"
+        @dragover.prevent
+        @drop.prevent="onDropFiles"
+      >
+        <label
+          class="w-full relative bg-base-200/20  hover:bg-base-200/30 rounded-md border border-2 border-base-content/10 border-dashed"
+          for="import_list_file"
+          :class="{ 'opacity-50': isLoading }"
+        >
+          <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
+            <div class="flex flex-col items-center">
+              <IconInnerShadowTop
+                v-if="isLoading"
+                class="animate-spin"
+                :width="40"
+                :height="40"
+              />
+              <IconCloudUpload
+                v-else
+                :width="40"
+                :height="40"
+              />
+              <div
+                class="font-medium text-lg mb-1"
+              >
+                Upload CSV or XLSX Spreadsheet
+              </div>
+              <div class="text-sm">
+                <span class="font-medium">Click to Upload</span> or drag and drop files.
+              </div>
+            </div>
+          </div>
+          <form
+            ref="form"
+            class="hidden"
+          >
+            <input
+              id="import_list_file"
+              ref="input"
+              type="file"
+              name="file"
+              accept=".xlsx, .xls, .csv"
+              @change="onSelectFile"
+            >
+          </form>
+        </label>
+      </div>
+      <div class="text-center mt-2">
+        Or <a
+          :download="`${template.name}.csv`"
+          :href="`data:text/csv;base64,${csvBase64}`"
+          class="link font-medium"
+        >download</a> a spreadsheet to fill and import
+      </div>
+    </div>
+  </div>
+</template>
+
+<script>
+import { IconCloudUpload, IconX, IconPlus, IconArrowsHorizontal, IconInfoCircle, IconInnerShadowTop } from '@tabler/icons-vue'
+import { v4 } from 'uuid'
+
+export default {
+  name: 'FileDropzone',
+  components: {
+    IconCloudUpload,
+    IconX,
+    IconArrowsHorizontal,
+    IconPlus,
+    IconInfoCircle,
+    IconInnerShadowTop
+  },
+  props: {
+    template: {
+      type: Object,
+      required: true
+    },
+    authenticityToken: {
+      type: String,
+      required: false,
+      default: ''
+    }
+  },
+  data () {
+    return {
+      isLoading: false,
+      spreadsheet: null,
+      selectedSheetIndex: null,
+      mappings: []
+    }
+  },
+  computed: {
+    table () {
+      return this.spreadsheet[this.selectedSheetIndex][1]
+    },
+    submissionsData () {
+      const submissions = []
+
+      this.rows.forEach((row) => {
+        const submittersIndex = {}
+
+        this.mappings.forEach((mapping) => {
+          if (mapping.field_name && mapping.column_index != null) {
+            submittersIndex[mapping.submitter_uuid] ||= { uuid: mapping.submitter_uuid, fields: [] }
+
+            if (['name', 'email', 'phone'].includes(mapping.field_name.toLowerCase())) {
+              submittersIndex[mapping.submitter_uuid][mapping.field_name.toLowerCase()] = row[mapping.column_index]
+            } else {
+              submittersIndex[mapping.submitter_uuid].fields.push({
+                name: mapping.field_name, default_value: row[mapping.column_index], readonly: true
+              })
+            }
+          }
+        })
+
+        if (Object.keys(submittersIndex).length !== 0) {
+          submissions.push({ submitters: Object.values(submittersIndex) })
+        }
+      })
+
+      return submissions
+    },
+    csvBase64 () {
+      const rows = []
+
+      this.submitters.forEach((submitter) => {
+        this.selectFieldsForSubmitter(submitter).forEach((field) => {
+          rows.push(this.submitters.length > 1 ? `${submitter.name} - ${field.name}` : field.name)
+        })
+      })
+
+      const csv = rows.map(item => {
+        if (/[",\n]/.test(item)) {
+          return `"${item.replace(/"/g, '""')}"`
+        } else {
+          return item
+        }
+      }).join(',')
+
+      return window.btoa(window.unescape(window.encodeURIComponent(csv + '\n' + rows.map(() => '').join(',') + '\n')))
+    },
+    submitters () {
+      return this.template.submitters
+    },
+    columns () {
+      return this.table[0]
+    },
+    form () {
+      return this.$el.closest('form')
+    },
+    fieldTypes () {
+      return ['text', 'cells', 'date', 'number', 'radio', 'select', 'checkbox']
+    },
+    defaultFields () {
+      return [
+        { name: 'Name' },
+        { name: 'Email' },
+        { name: 'Phone' }
+      ]
+    },
+    rows () {
+      return this.table.slice(1)
+    }
+  },
+  watch: {
+    selectedSheetIndex (value) {
+      if (value !== null) {
+        document.getElementById('list_form_buttons')?.classList?.remove('hidden')
+      }
+    }
+  },
+  methods: {
+    onDropFiles (e) {
+      this.uploadFile(e.dataTransfer.files[0])
+    },
+    onSelectFile (e) {
+      this.uploadFile(e.target.files[0])
+    },
+    addMapping (submitter) {
+      this.mappings.push({ uuid: v4(), field_name: '', column_index: null, submitter_uuid: submitter.uuid })
+    },
+    selectFieldsForSubmitter (submitter) {
+      const templateFields = this.template.fields.filter((field) => {
+        return field.submitter_uuid === submitter.uuid &&
+          field.name &&
+          this.fieldTypes.includes(field.type) &&
+          this.defaultFields.every((f) => field.name?.toLowerCase() !== f.name?.toLowerCase())
+      })
+
+      return [...this.defaultFields, ...templateFields]
+    },
+    buildDefaultMappings () {
+      this.submitters.forEach((submitter) => {
+        const fields = this.selectFieldsForSubmitter(submitter)
+
+        fields.forEach((field) => {
+          const columnIndex = this.columns.findIndex((column, index) => {
+            return column &&
+              column.toString().toLowerCase().includes(field.name?.toLowerCase()) &&
+              this.mappings.every((m) => m.column_index !== index)
+          })
+
+          if (columnIndex !== -1) {
+            this.mappings.push({ uuid: v4(), field_name: field.name, column_index: columnIndex, submitter_uuid: submitter.uuid })
+          }
+        })
+
+        if (!this.mappings.some((m) => m.field_name.toLowerCase() === 'name' && m.submitter_uuid === submitter.uuid)) {
+          this.mappings.unshift({ uuid: v4(), field_name: 'Name', submitter_uuid: submitter.uuid })
+        }
+
+        if (!this.mappings.some((m) => m.field_name.toLowerCase() === 'email' && m.submitter_uuid === submitter.uuid)) {
+          this.mappings.unshift({ uuid: v4(), field_name: 'Email', submitter_uuid: submitter.uuid })
+        }
+      })
+    },
+    uploadFile (file) {
+      this.isLoading = true
+
+      const formData = new FormData()
+
+      formData.append('file', file)
+
+      return fetch('/upload_spreadsheet', {
+        method: 'POST',
+        body: formData,
+        headers: {
+          'X-CSRF-Token': this.authenticityToken
+        }
+      }).then(resp => resp.json()).then((data) => {
+        if (data.error) {
+          return alert(data.error)
+        }
+
+        this.spreadsheet = data
+
+        if (data.length === 1) {
+          this.selectedSheetIndex = 0
+
+          this.buildDefaultMappings()
+        }
+      }).finally(() => {
+        this.isLoading = false
+      })
+    }
+  }
+}
+</script>

app/javascript/template_builder/page.vue

@@ -77,6 +77,11 @@ export default {
       required: false,
       default: () => []
     },
+    drawFieldType: {
+      type: String,
+      required: false,
+      default: ''
+    },
     allowDraw: {
       type: Boolean,
       required: false,
@@ -123,7 +128,9 @@ export default {
   },
   computed: {
     defaultFieldType () {
-      if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
+      if (this.drawFieldType) {
+        return this.drawFieldType
+      } else if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
         return this.defaultDrawFieldType
       } else if (this.fieldTypes.length !== 0 && !this.fieldTypes.includes('text')) {
         return this.fieldTypes[0]

app/javascript/template_builder/payment_settings.vue

@@ -167,7 +167,7 @@ export default {
     IconInnerShadowTop,
     IconBrandStripe
   },
-  inject: ['backgroundColor', 'save', 'currencies', 't'],
+  inject: ['backgroundColor', 'save', 'currencies', 't', 'isPaymentConnected'],
   props: {
     field: {
       type: Object,
@@ -221,6 +221,8 @@ export default {
   mounted () {
     this.field.preferences.currency ||= this.defaultCurrency
 
+    isConnected.value ||= this.isPaymentConnected
+
     if (!this.isConnected) {
       this.checkStatus()
     }

app/javascript/template_builder/preview.vue

@@ -20,7 +20,6 @@
           <div class="">
             <ReplaceButton
               v-if="withReplaceButton"
-              :is-direct-upload="isDirectUpload"
               :template-id="template.id"
               :accept-file-types="acceptFileTypes"
               class="opacity-0 group-hover:opacity-100"
@@ -115,11 +114,6 @@ export default {
       required: true,
       default: true
     },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
-    },
     withArrows: {
       type: Boolean,
       required: false,
@@ -132,11 +126,6 @@ export default {
       return [...this.document.preview_images].sort((a, b) => parseInt(a.filename) - parseInt(b.filename))[0]
     }
   },
-  mounted () {
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-  },
   methods: {
     upload: Upload.methods.upload,
     onUpdateName (value) {

app/javascript/template_builder/replace.vue

@@ -36,11 +36,6 @@ export default {
       type: String,
       required: false,
       default: 'image/*, application/pdf'
-    },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
     }
   },
   emits: ['success'],
@@ -64,11 +59,6 @@ export default {
       }
     }
   },
-  mounted () {
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-  },
   methods: {
     upload: Upload.methods.upload
   }

app/javascript/template_builder/upload.vue

@@ -60,11 +60,6 @@ export default {
       type: String,
       required: false,
       default: 'image/*, application/pdf'
-    },
-    isDirectUpload: {
-      type: Boolean,
-      required: true,
-      default: false
     }
   },
   emits: ['success'],
@@ -79,112 +74,43 @@ export default {
       return 'el' + Math.random().toString(32).split('.')[1]
     }
   },
-  mounted () {
-    if (this.isDirectUpload) {
-      import('@rails/activestorage')
-    }
-  },
   methods: {
     async upload () {
       this.isLoading = true
 
-      if (this.isDirectUpload) {
+      this.baseFetch(`/templates/${this.templateId}/documents`, {
-        const { DirectUpload } = await import('@rails/activestorage')
+        method: 'POST',
+        body: new FormData(this.$refs.form)
+      }).then((resp) => {
+        if (resp.ok) {
+          resp.json().then((data) => {
+            this.$emit('success', data)
+            this.$refs.input.value = ''
+          })
+        } else if (resp.status === 422) {
+          resp.json().then((data) => {
+            if (data.error === 'PDF encrypted') {
+              const formData = new FormData(this.$refs.form)
 
-        const blobs = await Promise.all(
+              formData.append('password', prompt('Enter PDF password'))
-          Array.from(this.$refs.input.files).map(async (file) => {
-            const upload = new DirectUpload(
-              file,
-              '/direct_uploads',
-              this.$refs.input
-            )
 
-            return new Promise((resolve, reject) => {
+              this.baseFetch(`/templates/${this.templateId}/documents`, {
-              upload.create((error, blob) => {
+                method: 'POST',
-                if (error) {
+                body: formData
-                  console.error(error)
+              }).then(async (resp) => {
-
+                if (resp.ok) {
-                  return reject(error)
+                  this.$emit('success', await resp.json())
+                  this.$refs.input.value = ''
                 } else {
-                  return resolve(blob)
+                  alert('Wrong password')
                 }
               })
-            }).catch((error) => {
+            }
-              console.error(error)
-            })
           })
-        ).finally(() => {
+        }
-          this.isLoading = false
+      }).finally(() => {
-        })
+        this.isLoading = false
-
+      })
-        this.isProcessing = true
-
-        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
-          method: 'POST',
-          body: JSON.stringify({ blobs }),
-          headers: { 'Content-Type': 'application/json' }
-        }).then((resp) => {
-          if (resp.ok) {
-            resp.json().then((data) => {
-              this.$emit('success', data)
-              this.$refs.input.value = ''
-            })
-          } else if (resp.status === 422) {
-            resp.json().then((data) => {
-              if (data.error === 'PDF encrypted') {
-                this.baseFetch(`/api/templates/${this.templateId}/documents`, {
-                  method: 'POST',
-                  body: JSON.stringify({ blobs, password: prompt('Enter PDF password') }),
-                  headers: { 'Content-Type': 'application/json' }
-                }).then(async (resp) => {
-                  if (resp.ok) {
-                    this.$emit('success', await resp.json())
-                    this.$refs.input.value = ''
-                  } else {
-                    alert('Wrong password')
-                  }
-                })
-              }
-            })
-          }
-        }).finally(() => {
-          this.isProcessing = false
-        })
-      } else {
-        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
-          method: 'POST',
-          body: new FormData(this.$refs.form)
-        }).then((resp) => {
-          if (resp.ok) {
-            resp.json().then((data) => {
-              this.$emit('success', data)
-              this.$refs.input.value = ''
-            })
-          } else if (resp.status === 422) {
-            resp.json().then((data) => {
-              if (data.error === 'PDF encrypted') {
-                const formData = new FormData(this.$refs.form)
-
-                formData.append('password', prompt('Enter PDF password'))
-
-                this.baseFetch(`/api/templates/${this.templateId}/documents`, {
-                  method: 'POST',
-                  body: formData
-                }).then(async (resp) => {
-                  if (resp.ok) {
-                    this.$emit('success', await resp.json())
-                    this.$refs.input.value = ''
-                  } else {
-                    alert('Wrong password')
-                  }
-                })
-              }
-            })
-          }
-        }).finally(() => {
-          this.isLoading = false
-        })
-      }
     }
   }
 }

app/jobs/process_submitter_completion_job.rb

@@ -27,14 +27,15 @@ class ProcessSubmitterCompletionJob < ApplicationJob
     user = submission.created_by_user || submitter.template.author
 
     if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false
-      if submitter.submission.submitters.map(&:email).exclude?(user.email) &&
+      if submission.submitters.map(&:email).exclude?(user.email) &&
-         user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false
+         user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false &&
+         user.role != 'integration'
         SubmitterMailer.completed_email(submitter, user).deliver_later!
       end
 
       bcc = submission.preferences['bcc_completed'].presence ||
             submission.account.account_configs
-                      .find_by(key: AccountConfig::BCC_EMAILS)&.value.presence
+                      .find_by(key: AccountConfig::BCC_EMAILS)&.value
 
       bcc.to_s.scan(User::EMAIL_REGEXP).each do |to|
         SubmitterMailer.completed_email(submitter, user, to:).deliver_later!

app/jobs/send_submitter_invitation_email_job.rb

@@ -4,6 +4,12 @@ class SendSubmitterInvitationEmailJob < ApplicationJob
   def perform(params = {})
     submitter = Submitter.find(params['submitter_id'])
 
+    if submitter.submission.source == 'invite' && !Accounts.can_send_emails?(submitter.account)
+      Rollbar.error("Skip email: #{submitter.id}") if defined?(Rollbar)
+
+      return
+    end
+
     mail = SubmitterMailer.invitation_email(submitter)
 
     Submitters::ValidateSending.call(submitter, mail)

app/mailers/submitter_mailer.rb

@@ -7,7 +7,7 @@ class SubmitterMailer < ApplicationMailer
   DEFAULT_INVITATION_SUBJECT = 'You are invited to submit a form'
 
   def invitation_email(submitter)
-    @current_account = submitter.submission.template.account
+    @current_account = submitter.submission.account
     @submitter = submitter
 
     if submitter.preferences['email_message_uuid']
@@ -30,12 +30,13 @@ class SubmitterMailer < ApplicationMailer
       to: @submitter.friendly_name,
       from: from_address_for_submitter(submitter),
       subject:,
-      reply_to: (submitter.submission.created_by_user || submitter.template.author)&.friendly_name&.sub(/\+\w+@/, '@')
+      reply_to: submitter.preferences['reply_to'].presence ||
+                (submitter.submission.created_by_user || submitter.template.author)&.friendly_name&.sub(/\+\w+@/, '@')
     )
   end
 
   def completed_email(submitter, user, to: nil)
-    @current_account = submitter.submission.template.account
+    @current_account = submitter.submission.account
     @submitter = submitter
     @submission = submitter.submission
     @user = user
@@ -63,7 +64,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def documents_copy_email(submitter, to: nil, sig: false)
-    @current_account = submitter.submission.template.account
+    @current_account = submitter.submission.account
     @submitter = submitter
     @sig = submitter.signed_id(expires_in: SIGN_TTL, purpose: :download_completed) if sig
 
@@ -84,6 +85,9 @@ class SubmitterMailer < ApplicationMailer
 
     mail(from: from_address_for_submitter(submitter),
          to: to || @submitter.friendly_name,
+         reply_to: @submitter.preferences['reply_to'].presence ||
+                   (@submitter.submission.created_by_user ||
+                    @submitter.template.author)&.friendly_name&.sub(/\+\w+@/, '@'),
          subject:)
   end
 

app/models/account.rb

@@ -8,10 +8,17 @@
 #  locale     :string           not null
 #  name       :string           not null
 #  timezone   :string           not null
+#  uuid       :string           not null
 #  created_at :datetime         not null
 #  updated_at :datetime         not null
 #
+# Indexes
+#
+#  index_accounts_on_uuid  (uuid) UNIQUE
+#
 class Account < ApplicationRecord
+  attribute :uuid, :string, default: -> { SecureRandom.uuid }
+
   has_many :users, dependent: :destroy
   has_many :encrypted_configs, dependent: :destroy
   has_many :account_configs, dependent: :destroy

app/models/account_config.rb

@@ -30,6 +30,7 @@ class AccountConfig < ApplicationRecord
   ALLOW_TO_RESUBMIT = 'allow_to_resubmit'
   SUBMITTER_REMAILERS = 'submitter_reminders'
   FORM_COMPLETED_BUTTON_KEY = 'form_completed_button'
+  FORM_COMPLETED_MESSAGE_KEY = 'form_completed_message'
   FORM_WITH_CONFETTI_KEY = 'form_with_confetti'
   ESIGNING_PREFERENCE_KEY = 'esigning_preference'
 

app/views/dashboard/_toggle_view.html.erb

@@ -0,0 +1,12 @@
+<form action="<%= root_path %>" method="get" class="bg-base-200 px-1.5 rounded-xl py-1">
+  <toggle-cookies data-value="templates" data-key="dashboard_view" class="sm:tooltip tooltip-top" data-tip="Templates">
+    <button class="<%= local_assigns[:selected] == 'submissions' ? 'btn !border !rounded-lg btn-square !p-0 !btn-sm !h-8 !w-9' : 'btn btn-neutral !rounded-lg btn-square !p-0 hover:text-neutral-300 !btn-sm !h-8 !w-9 disabled:btn-neutral' %>">
+      <%= svg_icon('layout_grid', class: 'w-6 h-6 stroke-2') %>
+    </button>
+  </toggle-cookies>
+  <toggle-cookies data-value="submissions" data-key="dashboard_view" class="sm:tooltip tooltip-top" data-tip="Submissions">
+    <button class="<%= local_assigns[:selected] == 'submissions' ? 'btn btn-neutral !rounded-lg btn-square !p-0 hover:text-neutral-300 !btn-sm !h-8 !w-9' : 'btn !border !rounded-lg btn-square !p-0 !btn-sm !h-8 !w-9 disabled:btn-neutral' %>">
+      <%= svg_icon('layout_list', class: 'w-6 h-6 stroke-2') %>
+    </button>
+  </toggle-cookies>
+</form>

app/views/dashboard/index.html.erb

@@ -1,80 +0,0 @@
-<% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
-<div class="flex justify-between mb-4 items-center">
-  <h1 class="text-4xl font-bold"><span class="hidden md:inline">Document</span> Templates</h1>
-  <div class="flex space-x-2">
-    <% if params[:q].present? || @pagy.pages > 1 || @template_folders.present? %>
-      <%= render 'shared/search_input' %>
-    <% end %>
-    <% if can?(:create, ::Template) %>
-      <%= render 'templates/upload_button' %>
-      <%= link_to new_template_path, class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
-        <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
-        <span class="hidden md:block">Create</span>
-      <% end %>
-    <% end %>
-  </div>
-</div>
-<% view_archived_html = capture do %>
-  <% if current_account.templates.where.not(archived_at: nil).exists? %>
-    <div>
-      <a href="<%= templates_archived_index_path %>" class="link text-sm">View Archived</a>
-    </div>
-  <% end %>
-<% end %>
-<% if @template_folders.present? %>
-  <div class="grid gap-4 md:grid-cols-3 <%= 'mb-6' if @templates.present? %>">
-    <%= render partial: 'template_folders/folder', collection: @template_folders, as: :folder %>
-  </div>
-<% end %>
-<% if @templates.present? %>
-  <div class="grid gap-4 md:grid-cols-3">
-    <%= render partial: 'templates/template', collection: @templates %>
-  </div>
-<% end %>
-<% if params[:q].blank? && @pagy.pages == 1 && ((@template_folders.size < 10 && @templates.size.zero?) || (@template_folders.size < 7 && @templates.size < 4) || (@template_folders.size < 4 && @templates.size < 7)) %>
-  <%= form_for '', url: templates_upload_path, id: form_id = SecureRandom.uuid, method: :post, class: 'mt-8 block', html: { enctype: 'multipart/form-data' } do %>
-    <input type="hidden" name="form_id" value="<%= form_id %>">
-    <button type="submit" class="hidden"></button>
-    <file-dropzone data-submit-on-upload="true" class="w-full">
-      <label for="file_dropzone_input" class="w-full block h-52 relative hover:bg-base-200/30 rounded-xl border border-2 border-base-300 border-dashed">
-        <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
-          <div class="flex flex-col items-center">
-            <span data-target="file-dropzone.icon" class="flex flex-col items-center">
-              <span>
-                <%= svg_icon('cloud_upload', class: 'w-10 h-10') %>
-              </span>
-              <div class="font-medium mb-1">
-                Upload New Document
-              </div>
-              <div class="text-xs">
-                <span class="font-medium">Click to upload</span> or drag and drop
-              </div>
-            </span>
-            <span data-target="file-dropzone.loading" class="flex flex-col items-center hidden">
-              <%= svg_icon('loader', class: 'w-10 h-10 animate-spin') %>
-              <div class="font-medium mb-1">
-                Uploading...
-              </div>
-            </span>
-          </div>
-          <input id="file_dropzone_input" name="files[]" class="hidden" data-action="change:file-dropzone#onSelectFiles" data-target="file-dropzone.input" type="file" accept="image/*, application/pdf<%= ', .docx, .doc, .xlsx, .xls' if Docuseal.multitenant? %>" multiple>
-        </div>
-      </label>
-    </file-dropzone>
-  <% end %>
-<% end %>
-<% if @templates.present? || params[:q].blank? %>
-  <% if @pagy.pages > 1 %>
-    <%= render 'shared/pagination', pagy: @pagy, items_name: 'templates', left_additional_html: view_archived_html %>
-  <% else %>
-    <div class="mt-2">
-      <%= view_archived_html %>
-    </div>
-  <% end %>
-<% elsif params[:q].present? %>
-  <div class="text-center">
-    <div class="mt-16 text-3xl font-semibold">
-      Templates not Found
-    </div>
-  </div>
-<% end %>

app/views/esign_settings/show.html.erb

@@ -15,7 +15,7 @@
             Analyzing...
           </div>
         <% end %>
-        <file-dropzone data-is-direct-upload="false" data-name="verify_attachments" data-submit-on-upload="true" class="w-full">
+        <file-dropzone data-name="verify_attachments" data-submit-on-upload="true" class="w-full">
           <label for="file" class="w-full block h-32 relative bg-base-200 hover:bg-base-200/70 rounded-md border border-base-content border-dashed">
             <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
               <div class="flex flex-col items-center">

app/views/icons/_arrow_right.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="M5 12l14 0" />
+  <path d="M15 16l4 -4" />
+  <path d="M15 8l4 4" />
+</svg>

app/views/icons/_layout_grid.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M4 4m0 1a1 1 0 0 1 1 -1h4a1 1 0 0 1 1 1v4a1 1 0 0 1 -1 1h-4a1 1 0 0 1 -1 -1z" />
+  <path d="M14 4m0 1a1 1 0 0 1 1 -1h4a1 1 0 0 1 1 1v4a1 1 0 0 1 -1 1h-4a1 1 0 0 1 -1 -1z" />
+  <path d="M4 14m0 1a1 1 0 0 1 1 -1h4a1 1 0 0 1 1 1v4a1 1 0 0 1 -1 1h-4a1 1 0 0 1 -1 -1z" />
+  <path d="M14 14m0 1a1 1 0 0 1 1 -1h4a1 1 0 0 1 1 1v4a1 1 0 0 1 -1 1h-4a1 1 0 0 1 -1 -1z" />
+</svg>

app/views/icons/_layout_list.html.erb

@@ -0,0 +1,5 @@
+<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="M4 4m0 2a2 2 0 0 1 2 -2h12a2 2 0 0 1 2 2v2a2 2 0 0 1 -2 2h-12a2 2 0 0 1 -2 -2z" />
+  <path d="M4 14m0 2a2 2 0 0 1 2 -2h12a2 2 0 0 1 2 2v2a2 2 0 0 1 -2 2h-12a2 2 0 0 1 -2 -2z" />
+</svg>

app/views/notifications_settings/index.html.erb

@@ -16,7 +16,6 @@
         <% end %>
       <% end %>
     </div>
-    <%= render 'email_stats' %>
     <%= render 'bcc_form', config: @bcc_config %>
     <div class="flex justify-between items-end mb-4 mt-8">
       <h2 class="text-3xl font-bold">Sign Request Email Reminders</h2>

app/views/personalization_settings/_form_completed_message_form.html.erb

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

app/views/personalization_settings/show.html.erb

@@ -10,7 +10,10 @@
     <p class="text-4xl font-bold mb-4 mt-8">Company Logo</p>
     <%= render 'logo_form' %>
     <p class="text-4xl font-bold mb-4 mt-8">Submission Form</p>
-    <%= render 'form_completed_button_form' %>
+    <div class="space-y-4">
+      <%= render 'form_completed_message_form' %>
+      <%= render 'form_completed_button_form' %>
+    </div>
     <%= render 'form_customization_settings' %>
   </div>
   <div class="w-0 md:w-52"></div>

app/views/scripts/_autosize_field.html.erb

@@ -5,6 +5,10 @@
         if (this.field.scrollHeight > this.field.clientHeight) {
           this.field.classList.remove('text-[1.5vw]', 'lg:text-base');
           this.field.classList.add('text-[1.0vw]', 'lg:text-[0.70rem]');
+
+          if (this.field.scrollHeight > this.field.clientHeight) {
+            this.field.classList.add('text-[0.8vw]', 'lg:text-[0.50rem]');
+          }
         }
       }
       get field() {

app/views/shared/_search_input.html.erb

@@ -9,7 +9,7 @@
       </a>
     </div>
   <% end %>
-  <input id="search" name="q" value="<%= params[:q] %>" class="input input-ghost text-lg pr-10 -mr-12 <%= 'pl-8 input-outlined' if params[:q].present? %>">
+  <input id="search" name="q" value="<%= params[:q] %>" class="input input-ghost text-lg pr-10 -mr-12 <%= 'pl-8 input-outlined' if params[:q].present? %>" placeholder="<%= local_assigns[:placeholder] %>">
   <button type="submit" title="Search" class="btn btn-ghost btn-circle" onclick="window.search.value || document.activeElement === window.search ? null : [event.preventDefault(), window.search.focus()]">
     <span class="enabled">
       <%= svg_icon('search', class: 'w-6 h-6 stroke-2') %>

app/views/shared/_settings_nav.html.erb

@@ -39,16 +39,9 @@
       <% end %>
       <% if can?(:read, User) %>
         <li>
-          <%= link_to 'Team', settings_users_path, class: 'text-base hover:bg-base-300' %>
+          <%= link_to 'Users', settings_users_path, class: 'text-base hover:bg-base-300' %>
         </li>
       <% end %>
-      <% unless Docuseal.multitenant? %>
-        <% if can?(:read, EncryptedConfig.new(key: 'saml_configs', account: current_account)) && true_user == current_user %>
-          <li>
-            <%= link_to 'SSO', settings_sso_index_path, class: 'text-base hover:bg-base-300' %>
-          </li>
-        <% end %>
-      <% end %>
       <% if Docuseal.demo? || !Docuseal.multitenant? %>
         <% if can?(:read, AccessToken) %>
           <li>
@@ -88,6 +81,11 @@
             <% end %>
           </li>
         <% end %>
+        <% if (!Docuseal.multitenant? || can?(:manage, :saml_sso)) && can?(:read, EncryptedConfig.new(key: 'saml_configs', account: current_account)) && true_user == current_user %>
+          <li>
+            <%= link_to 'SSO', settings_sso_index_path, class: 'text-base hover:bg-base-300' %>
+          </li>
+        <% end %>
         <% if (can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?) %>
           <li>
             <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :get, html: { class: 'flex w-full' } do |f| %>

app/views/start_form/completed.html.erb

@@ -19,7 +19,7 @@
     <div dir="auto" class="text-center text-2xl font-semibold">
       <%= t('form_has_been_submitted_already') %>
     </div>
-    <% if Accounts.can_send_emails?(@submitter.account) %>
+    <% if Docuseal.multitenant? || Accounts.can_send_emails?(@submitter.account) %>
       <div>
         <%= 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>

app/views/submissions/_bulk_send_placeholder.html.erb

@@ -0,0 +1,11 @@
+<div class="alert">
+  <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+  <div>
+    <p class="font-bold">Bulk send from Excel XLSX or CSV</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}" %>" data-turbo="false">Learn More</a>
+    </p>
+  </div>
+</div>

app/views/submissions/_email_form.html.erb

@@ -1,7 +1,7 @@
 <%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
   <% if template.submitters.size == 1 %>
     <submitter-item class="form-control">
-      <emails-textarea data-bulk-enabled="<%= Docuseal.demo? || !Docuseal.multitenant? || can?(:manage, :bulk_send) %>" data-limit="<%= Docuseal.multitenant? ? (can?(:manage, :bulk_send) ? 50 : 1) : nil %>">
+      <emails-textarea data-bulk-enabled="<%= Docuseal.demo? || !Docuseal.multitenant? || can?(:manage, :bulk_send) %>" data-limit="<%= Docuseal.multitenant? ? (can?(:manage, :bulk_send) ? 40 : 1) : nil %>">
         <submitters-autocomplete data-field="email" class="block relative">
           <autoresize-textarea>
             <%= f.text_area :emails, required: true, class: 'base-textarea w-full', placeholder: 'Type emails here...' %>

app/views/submissions/_list_form.html.erb

@@ -0,0 +1 @@
+<%= render 'submissions/bulk_send_placeholder' %>

app/views/submissions/_send_email.html.erb

@@ -1,19 +1,21 @@
 <div class="form-control">
-  <% is_smtp_configured = Accounts.can_send_emails?(current_account) %>
+  <% can_send_emails = Accounts.can_send_emails?(current_account) %>
   <div class="flex justify-between items-center">
     <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
-      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !is_smtp_configured, checked: is_smtp_configured %>
+      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails, checked: can_send_emails %>
       <span class="label">Send emails</span>
     <% end %>
     <div>
-      <label>
+      <% if can_send_emails %>
-        <%= f.check_box :is_custom_message, onchange: "[this.form.querySelector('#message_field').classList.toggle('hidden', !event.currentTarget.checked)]", checked: false, class: 'hidden peer' %>
+        <label>
-        <span class="link peer-checked:hidden">Edit message</span>
+          <%= f.check_box :is_custom_message, onchange: "[this.form.querySelector('#message_field').classList.toggle('hidden', !event.currentTarget.checked)]", checked: false, class: 'hidden peer' %>
-      </label>
+          <span class="link peer-checked:hidden">Edit message</span>
+        </label>
+      <% end %>
       <%= render 'email_stats' %>
     </div>
   </div>
-  <% unless is_smtp_configured %>
+  <% if !Docuseal.multitenant? && !can_send_emails %>
     <div class="alert my-4">
       <%= svg_icon('info_circle', class: 'w-6 h-6') %>
       <div>

app/views/submissions/_value.html.erb

@@ -18,7 +18,8 @@
     </div>
   <% elsif field['type'].in?(%w[multiple radio]) && area['option_uuid'] %>
     <% option = field['options']&.find { |o| o['uuid'] == area['option_uuid'] } %>
-    <% if option && Array.wrap(value).include?(option['value']) %>
+    <% option_name = option['value'].presence || "Option #{field['options'].index(option) + 1}" %>
+    <% if option && Array.wrap(value).include?(option_name) %>
       <div class="w-full flex items-center justify-center">
         <%= svg_icon('check', class: "aspect-square #{area['w'] > area['h'] ? '!w-auto !h-full' : '!w-full !h-auto'}") %>
       </div>
@@ -32,9 +33,10 @@
         <% end %>
       <% end %>
     </div>
-  <% elsif field['type'] == 'date' && value != '{{date}}' %>
+  <% elsif field['type'] == 'date' %>
     <autosize-field></autosize-field>
     <div class="flex items-center px-0.5">
+      <% value = Time.current.in_time_zone(local_assigns[:timezone]).to_date.to_s if value == '{{date}}' %>
       <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), local_assigns[:locale]) %>
     </div>
   <% else %>

app/views/submissions/new.html.erb

@@ -1,5 +1,5 @@
 <%= render 'shared/turbo_modal', title: params[:selfsign] ? 'Add Recipients' : 'Add New Recipients' do %>
-  <% options = [['via Email', 'email'], ['via Phone', 'phone'], %w[Detailed detailed], (Docuseal.multitenant? && params[:with_link] && @template.submitters.to_a.size < 2 ? ['via Link', 'link'] : nil)].compact %>
+  <% options = [['via Email', 'email'], ['via Phone', 'phone'], %w[Detailed detailed], ['Upload List', 'list']].compact %>
   <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center mt-4 block">
     <div class="join">
       <% options.each_with_index do |(label, value), index| %>
@@ -22,11 +22,9 @@
     <div id="detailed" class="hidden">
       <%= render 'detailed_form', template: @template %>
     </div>
-    <% if Docuseal.multitenant? && params[:with_link] && @template.submitters.to_a.size < 2 %>
+    <div id="list" class="hidden">
-      <div id="link" class="hidden">
+      <%= render 'list_form', template: @template %>
-        <%= render 'link_form', template: @template %>
+    </div>
-      </div>
-    <% end %>
   </div>
   <%= content_for(:modal_extra) %>
 <% end %>

app/views/submissions/show.html.erb

@@ -1,8 +1,8 @@
 <div style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
-    <a href="<%= signed_in? && @submission.template.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
+    <a href="<%= signed_in? && @submission.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
-      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><%= @submission.template.name %></span>
+      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% @submission.template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
     </a>
     <div class="space-x-3 flex items-center">
       <% if @submission.audit_trail.present? %>
@@ -63,7 +63,7 @@
                 <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
                   <% value = values[field['uuid']] %>
                   <% next if value.blank? %>
-                  <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submission.template.account.locale %>
+                  <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submission.account.locale, timezone: @submission.account.timezone %>
                 <% end %>
               </div>
             </div>
@@ -112,10 +112,10 @@
             <div class="flex items-center space-x-1 mt-1">
               <%= svg_icon('writing', class: 'w-5 h-5') %>
               <span>
-                <%= submitter&.completed_at? ? l(submitter.completed_at.in_time_zone(@submission.template.account.timezone), format: :long, locale: @submission.template.account.locale) : 'Not completed yet' %>
+                <%= submitter&.completed_at? ? l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) : 'Not completed yet' %>
               </span>
             </div>
-            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && can?(:update, submitter) %>
+            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && can?(:update, submitter) && Accounts.can_send_emails?(current_account) %>
               <div class="mt-2 mb-1">
                 <%= button_to button_title(title: submitter.sent_at? ? 'Re-send Email' : 'Send Email', disabled_with: 'Sending'), submitter_send_email_index_path(submitter_slug: submitter.slug), class: 'btn btn-sm btn-primary w-full' %>
               </div>
@@ -162,7 +162,7 @@
                 <% elsif field['type'] == 'checkbox' %>
                   <%= svg_icon('check', class: 'w-6 h-6') %>
                 <% elsif field['type'] == 'date' %>
-                  <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.template.account.locale) %>
+                  <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.account.locale) %>
                 <% else %>
                   <%= Array.wrap(value).join(', ') %>
                 <% end %>

app/views/submissions_archived/index.html.erb

@@ -0,0 +1,24 @@
+<div>
+  <%= link_to root_path do %>
+    &larr;
+    <span>Back to Active</span>
+  <% end %>
+</div>
+<div class="flex justify-between mb-4 items-center">
+  <h1 class="text-4xl font-bold">Submissions <span class="badge badge-outline badge-lg align-middle">Archived</span></h1>
+  <% if params[:q].present? || @pagy.pages > 1 %>
+    <%= render 'shared/search_input', placeholder: 'Search...' %>
+  <% end %>
+</div>
+<% if @pagy.count > 0 %>
+  <div class="space-y-4">
+    <%= render partial: 'templates/submission', collection: @submissions, locals: { with_template: true } %>
+  </div>
+<% elsif params[:q].present? %>
+  <div class="text-center">
+    <div class="mt-16 text-3xl font-semibold">
+      Submissions not Found
+    </div>
+  </div>
+<% end %>
+<%= render 'shared/pagination', pagy: @pagy, items_name: 'submissions' %>

app/views/submissions_dashboard/index.html.erb

@@ -0,0 +1,76 @@
+<% is_show_tabs = @pagy.pages > 1 || params[:status].present? %>
+<% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
+<div class="flex justify-between mb-4 items-center">
+  <div class="flex items-center">
+    <div class="mr-2">
+      <%= render 'dashboard/toggle_view', selected: 'submissions' %>
+    </div>
+    <h1 class="text-3xl sm:text-4xl font-bold">Submissions</h1>
+  </div>
+  <div class="flex space-x-2">
+    <% if params[:q].present? || @pagy.pages > 1 %>
+      <%= render 'shared/search_input' %>
+    <% end %>
+    <% if can?(:create, ::Template) %>
+      <span class="hidden sm:block">
+        <%= render 'templates/upload_button' %>
+      </span>
+      <%= link_to new_template_path, class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
+        <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+        <span class="hidden md:block">Create</span>
+      <% end %>
+    <% end %>
+  </div>
+</div>
+<% view_archived_html = capture do %>
+  <% if current_account.submissions.where.not(archived_at: nil).exists? %>
+    <div>
+      <a href="<%= submissions_archived_index_path %>" class="link text-sm">View Archived</a>
+    </div>
+  <% end %>
+<% end %>
+<% if is_show_tabs %>
+  <div class="flex items-center md:items-end flex-col space-y-2 md:space-y-0 md:flex-row md:space-x-2 mb-4">
+    <a href="<%= url_for(params.to_unsafe_h.except(:status)) %>" class="<%= params[:status].blank? ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      <div class="flex items-center space-x-1">
+        <%= svg_icon('list', class: 'w-5 h-5') %>
+        <span class="font-normal">All</span>
+      </div>
+    </a>
+    <a href="<%= url_for(params.to_unsafe_h.merge(status: :pending)) %>" class="<%= params[:status] == 'pending' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      <div class="flex items-center space-x-1">
+        <%= svg_icon('clock', class: 'w-5 h-5') %>
+        <span class="font-normal">Pending</span>
+      </div>
+    </a>
+    <a href="<%= url_for(params.to_unsafe_h.merge(status: :completed)) %>" class="<%= params[:status] == 'completed' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      <div class="flex items-center space-x-1">
+        <%= svg_icon('circle_check', class: 'w-5 h-5') %>
+        <span class="font-normal">Completed</span>
+      </div>
+    </a>
+  </div>
+<% end %>
+<% if @pagy.count > 0 %>
+  <div class="space-y-4">
+    <%= render partial: 'templates/submission', collection: @submissions, locals: { with_template: true } %>
+  </div>
+<% end %>
+<% if params[:q].blank? && @pagy.count < 5 %>
+  <%= render 'templates/dropzone' %>
+<% end %>
+<% if @submissions.present? || params[:q].blank? %>
+  <% if @pagy.pages > 1 %>
+    <%= render 'shared/pagination', pagy: @pagy, items_name: 'submissions', left_additional_html: view_archived_html %>
+  <% else %>
+    <div class="mt-2">
+      <%= view_archived_html %>
+    </div>
+  <% end %>
+<% elsif params[:q].present? %>
+  <div class="text-center">
+    <div class="mt-16 text-3xl font-semibold">
+      Submissions not Found
+    </div>
+  </div>
+<% end %>

app/views/submissions_preview/completed.html.erb

@@ -20,7 +20,7 @@
         </div>
       </div>
     </div>
-    <% if Accounts.can_send_emails?(@submission.account) %>
+    <% if Docuseal.multitenant? || Accounts.can_send_emails?(@submission.account) %>
       <%= form_for '', url: send_submission_email_index_path, method: :post, html: { class: 'space-y-4', onsubmit: 'event.submitter.disabled = true' } do |f| %>
         <div dir="auto" class="form-control !mt-0">
           <%= f.hidden_field :submission_slug, value: @submission.slug %>

app/views/submit_form/_submission_form.html.erb

@@ -1,4 +1,4 @@
 <% data_attachments = attachments_index.values.select { |e| e.record_id == submitter.id }.to_json(only: %i[uuid], methods: %i[url filename content_type]) %>
 <% data_fields = (submitter.submission.template_fields || submitter.submission.template.fields).select { |f| f['submitter_uuid'] == submitter.uuid }.to_json %>
 <% configs = Submitters::FormConfigs.call(submitter) %>
-<submission-form data-is-demo="<%= Docuseal.demo? %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'] %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.opened_at? %>" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(Struct.new(:id).new(@submitter.submission.template.account_id)) %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>"></submission-form>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'] %>" data-completed-message="<%= configs[:completed_message].to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>"></submission-form>

app/views/submit_form/completed.html.erb

@@ -17,7 +17,7 @@
       </div>
     </div>
     <div>
-      <% if Accounts.can_send_emails?(@submitter.account) && @submitter.email.present? %>
+      <% if (Docuseal.multitenant? || Accounts.can_send_emails?(@submitter.account)) && @submitter.email.present? %>
         <%= 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: 'white-button w-full' %>
         <% if @submitter.submission.template.submitters.size != 1 %>
           <div class="divider uppercase"><%= t('or') %></div>

app/views/submit_form/show.html.erb

@@ -21,11 +21,12 @@
                 <%= render 'submissions/annotation', annot: %>
               <% end %>
               <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
-                <% value = values[field['uuid']].presence || (field['readonly'] ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submitter.submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
+                <% value = values[field['uuid']].presence || (field['default_value'].present? ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submitter.submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
                 <% next if value.blank? %>
                 <% next if !field['readonly'] && field['submitter_uuid'] == @submitter.uuid %>
+                <% next if value == '{{date}}' && field['submitter_uuid'] != @submitter.uuid %>
                 <% next if field.dig('preferences', 'formula') && field['submitter_uuid'] == @submitter.uuid %>
-                <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submitter.account.locale %>
+                <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submitter.account.locale, timezone: @submitter.account.timezone %>
               <% end %>
             </div>
           </div>

app/views/submitter_mailer/_custom_content.html.erb

@@ -1 +1 @@
-<%= auto_link(simple_format(h(ReplaceEmailVariables.call(local_assigns[:content], submitter: local_assigns[:submitter], sig: local_assigns[:sig])))) %>
+<%= auto_link(simple_format(MarkdownToHtml.call(h(ReplaceEmailVariables.call(local_assigns[:content], submitter: local_assigns[:submitter], sig: local_assigns[:sig]))))) %>

app/views/templates/_dropzone.html.erb

@@ -0,0 +1,30 @@
+<%= form_for '', url: templates_upload_path, id: form_id = SecureRandom.uuid, method: :post, class: 'mt-8 block', html: { enctype: 'multipart/form-data' } do %>
+  <input type="hidden" name="form_id" value="<%= form_id %>">
+  <button type="submit" class="hidden"></button>
+  <file-dropzone data-submit-on-upload="true" class="w-full">
+    <label for="file_dropzone_input" class="w-full block h-52 relative hover:bg-base-200/30 rounded-xl border border-2 border-base-300 border-dashed">
+      <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
+        <div class="flex flex-col items-center">
+          <span data-target="file-dropzone.icon" class="flex flex-col items-center">
+            <span>
+              <%= svg_icon('cloud_upload', class: 'w-10 h-10') %>
+            </span>
+            <div class="font-medium mb-1">
+              Upload New Document
+            </div>
+            <div class="text-xs">
+              <span class="font-medium">Click to upload</span> or drag and drop
+            </div>
+          </span>
+          <span data-target="file-dropzone.loading" class="flex flex-col items-center hidden">
+            <%= svg_icon('loader', class: 'w-10 h-10 animate-spin') %>
+            <div class="font-medium mb-1">
+              Uploading...
+            </div>
+          </span>
+        </div>
+        <input id="file_dropzone_input" name="files[]" class="hidden" data-action="change:file-dropzone#onSelectFiles" data-target="file-dropzone.input" type="file" accept="image/*, application/pdf<%= ', .docx, .doc, .xlsx, .xls' if Docuseal.multitenant? %>" multiple>
+      </div>
+    </label>
+  </file-dropzone>
+<% end %>

app/views/templates/_submission.html.erb

@@ -1,131 +1,55 @@
 <% 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-5 md:px-6 py-5 md:items-center">
+<div class="bg-base-200 rounded-2xl flex flex-col sm:flex-row items-strech">
-  <% submitters = (submission.template_submitters || submission.template.submitters).filter_map { |item| submission.submitters.find { |e| e.uuid == item['uuid'] } } %>
+  <% if local_assigns[:with_template] %>
-  <% is_submission_completed = submitters.all?(&:completed_at?) && submitters.size.positive? %>
+    <% template = submission.template %>
-  <% if submitters.size == 1 %>
+    <a href="<%= template_path(template) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
-    <div>
+      <div>
-      <% submitter = submitters.first %>
+        <div class="font-medium items-start w-full group-hover:link text-sm flex space-x-1">
-      <div class="flex items-center space-x-4">
+          <%= svg_icon('file_text', class: 'w-4 h-4 mt-0.5 flex-shrink-0') %>
-        <span class="flex flex-col md:flex-row md:items-center gap-3">
+          <span style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-          <div class="tooltip flex" data-tip="<%= l(submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
+            <%= template.name %>
-            <span class="badge <%= status_badges[submitter.status] %> md:w-32 badge-lg bg-opacity-50 uppercase text-sm font-semibold">
+            <%= svg_icon('arrow_right', class: 'w-4 h-4 sm:inline group-hover:visible invisible hidden') %>
-              <%= submitter.status %>
-            </span>
-          </div>
-          <span class="text-lg break-all flex items-center">
-            <%= submitter.name || submitter.email || submitter.phone %>
           </span>
-        </span>
-      </div>
-    </div>
-    <div class="flex space-x-2 items-center">
-      <% if submitter.completed_at? %>
-        <form onsubmit="event.preventDefault()" class="flex-1 md:flex-none">
-          <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 w-full md:w-36">
-              <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-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>
-            </download-button>
-          </button>
-        </form>
-      <% else %>
-        <% if current_user.email == submitter.email %>
-          <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 w-full md:w-36 flex">
-              <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="inline shrink-0">Sign now</span>
-              </span>
-            </button>
-          </form>
-        <% else %>
-          <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 %>
-      <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 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 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) %>">
-            <span class="badge <%= status_badges[latest_submitter.status] %> md:w-32 bg-opacity-50 badge-lg uppercase text-sm font-semibold">
-              <%= latest_submitter.status %>
-            </span>
-          </div>
-        <% end %>
-        <div class="w-full <%= is_submission_completed ? 'space-y-1' : 'space-y-4' %> md:space-y-0">
-          <% submitters.each_with_index do |submitter, index| %>
-            <div class="relative flex justify-between items-start md: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">
-                      <%= submitter.status %>
-                    </span>
-                  </div>
-                <% end %>
-                <span class="text-lg break-all">
-                  <%= submitter.name || submitter.email || submitter.phone %>
-                </span>
-              </span>
-              <% if submitter.completed_at? && !is_submission_completed %>
-                <form onsubmit="event.preventDefault()">
-                  <button onclick="event.stopPropagation()">
-                    <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="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-1 md:space-x-2" data-target="download-button.defaultButton">
-                        <%= svg_icon('download', class: 'w-4 h-4 stroke-2') %>
-                        <span class="inline">Download</span>
-                      </span>
-                      <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="inline">Downloa...</span>
-                      </span>
-                    </download-button>
-                  </button>
-                </form>
-              <% elsif !is_submission_completed %>
-                <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="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-1 md:space-x-2">
-                          <%= svg_icon('writing_sign', class: 'w-4 h-4 stroke-2') %>
-                          <span class="inline shrink-0">Sign now</span>
-                        </span>
-                      </button>
-                    </form>
-                  <% else %>
-                    <%= 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 %>
-            </div>
-          <% end %>
         </div>
       </div>
-    </div>
+      <div class="flex-shrink-0 sm:mt-2">
-    <div class="flex space-x-1 md:space-x-2 items-center">
+        <div class="flex text-xs flex-col text-base-content/60  space-y-0.5">
-      <% if is_submission_completed %>
+          <span class="flex items-center space-x-1">
-        <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
+            <%= svg_icon('user', class: 'w-4 h-4 flex-shrink-0') %>
-        <div class="flex-1 md:flex-none">
+            <span><%= (submission.created_by_user || template.author).full_name.presence || (submission.created_by_user || template.author).email.to_s.sub(/\+\w+@/, '@') %></span>
-          <form onsubmit="event.preventDefault()" class="w-full md:w-fit">
+          </span>
-            <button onclick="event.stopPropagation()">
+          <span class="flex items-center space-x-1">
-              <download-button data-src="<%= submitter_download_index_path(latest_submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
+            <%= svg_icon('calendar', class: 'w-4 h-4 flex-shrink-0') %>
+            <span><%= l(submission.created_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %></span>
+          </span>
+        </div>
+      </div>
+    </a>
+  <% end %>
+  <a href="<%= submission_path(submission) %>" class="w-full flex flex-col md:flex-row space-y-4 md:space-y-0 md:justify-between px-5 md:px-6 pb-5 md:items-center pt-5">
+    <% 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 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 %>
+              </span>
+            </div>
+            <span class="text-lg break-all flex items-center">
+              <%= submitter.name || submitter.email || submitter.phone %>
+            </span>
+          </span>
+        </div>
+      </div>
+      <div class="flex space-x-2 items-center">
+        <% if submitter.completed_at? %>
+          <form onsubmit="event.preventDefault()" class="flex-1 md:flex-none">
+            <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 w-full md:w-36">
                 <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>
@@ -137,14 +61,122 @@
               </download-button>
             </button>
           </form>
+        <% else %>
+          <% if current_user.email == submitter.email %>
+            <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 w-full md:w-36 flex">
+                <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="inline shrink-0">Sign now</span>
+                </span>
+              </button>
+            </form>
+          <% else %>
+            <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 %>
+        <div class="flex-1 md:flex-none">
+          <span class="btn btn-outline btn-sm w-full md:w-24">View</span>
         </div>
-      <% end %>
+        <% if !submission.archived_at? && can?(:destroy, submission) %>
-      <div class="flex-1 md:flex-none">
+          <span data-tip="Archive" class="sm:tooltip tooltip-top">
-        <span class="btn btn-outline btn-sm w-full md:w-24">View</span>
+            <%= button_to button_title(title: nil, disabled_with: 'Arch', icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: 'Archive', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
+          </span>
+        <% end %>
       </div>
-      <% unless submission.archived_at? %>
+    <% else %>
-        <%= 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()' %>
+      <div class="space-y-1 w-full md:mr-2">
-      <% end %>
+        <div class="flex flex-col md:flex-row md:items-center gap-3">
-    </div>
+          <% if is_submission_completed %>
-  <% end %>
+            <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
-</a>
+            <div class="tooltip flex" data-tip="<%= l(latest_submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
+              <span class="badge <%= status_badges[latest_submitter.status] %> md:w-32 bg-opacity-50 badge-lg uppercase text-sm font-semibold">
+                <%= latest_submitter.status %>
+              </span>
+            </div>
+          <% end %>
+          <div class="w-full <%= is_submission_completed ? 'space-y-1' : 'space-y-4' %> md:space-y-0">
+            <% submitters.each_with_index do |submitter, index| %>
+              <div class="relative flex justify-between items-start md: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">
+                        <%= submitter.status %>
+                      </span>
+                    </div>
+                  <% end %>
+                  <span class="text-lg break-all">
+                    <%= submitter.name || submitter.email || submitter.phone %>
+                  </span>
+                </span>
+                <% if submitter.completed_at? && !is_submission_completed %>
+                  <form onsubmit="event.preventDefault()">
+                    <button onclick="event.stopPropagation()">
+                      <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="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-1 md:space-x-2" data-target="download-button.defaultButton">
+                          <%= svg_icon('download', class: 'w-4 h-4 stroke-2') %>
+                          <span class="inline">Download</span>
+                        </span>
+                        <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="inline">Downloa...</span>
+                        </span>
+                      </download-button>
+                    </button>
+                  </form>
+                <% elsif !is_submission_completed %>
+                  <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="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-1 md:space-x-2">
+                            <%= svg_icon('writing_sign', class: 'w-4 h-4 stroke-2') %>
+                            <span class="inline shrink-0">Sign now</span>
+                          </span>
+                        </button>
+                      </form>
+                    <% else %>
+                      <%= 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 %>
+              </div>
+            <% end %>
+          </div>
+        </div>
+      </div>
+      <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) %>
+          <div class="flex-1 md:flex-none">
+            <form onsubmit="event.preventDefault()" class="w-full md:w-fit">
+              <button onclick="event.stopPropagation()">
+                <download-button data-src="<%= submitter_download_index_path(latest_submitter.slug) %>" class="btn btn-sm btn-neutral text-white md:w-36">
+                  <span class="flex items-center justify-center space-x-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-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>
+                </download-button>
+              </button>
+            </form>
+          </div>
+        <% end %>
+        <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? %>
+          <span data-tip="Archive" class="sm:tooltip tooltip-top">
+            <%= button_to button_title(title: nil, disabled_with: 'Arch', icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: 'Archive', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
+          </span>
+        <% end %>
+      </div>
+    <% end %>
+  </a>
+</div>

app/views/templates/_title.html.erb

@@ -2,7 +2,7 @@
   <div class="relative flex items-start justify-between w-full space-x-0">
     <div>
       <h1 class="text-4xl font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-        <%= template.name %>
+        <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
         <% if template.archived_at? %>
           <span class="badge badge-outline badge-lg align-middle">Archived</span>
         <% end %>

app/views/templates/edit.html.erb

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

app/views/templates/new.html.erb

@@ -3,6 +3,11 @@
     <% if @base_template %>
       <%= hidden_field_tag :base_template_id, @base_template.id %>
     <% end %>
+    <% if @base_template && (can?(:manage, :tenants) || true_user != current_user) && true_user.account.account_linked_accounts.exists? %>
+      <div class="form-control -mb-2 mt-2">
+        <%= select_tag :account_id, options_for_select([true_user.account, *true_user.account.linked_accounts].uniq.map { |e| [e.name, e.id] }, current_account.id), required: true, class: 'base-select' %>
+      </div>
+    <% end %>
     <div class="form-control mt-6">
       <%= f.text_field :name, required: true, placeholder: 'Document Name', class: 'base-input', dir: 'auto' %>
     </div>
@@ -17,11 +22,6 @@
         </a>
       </folder-autocomplete>
     </div>
-    <% if @base_template && (can?(:manage, :tenants) || true_user != current_user) && true_user.account.account_linked_accounts.exists?(account_type: :linked) %>
-      <div class="form-control mb-4">
-        <%= select_tag :account_id, options_for_select([true_user.account, *true_user.account.linked_accounts.where.not(id: true_user.account.testing_accounts)].map { |e| [e.name, e.id] }, current_account.id), required: true, class: 'base-select' %>
-      </div>
-    <% end %>
     <div class="form-control">
       <%= f.button button_title(title: @base_template ? 'Submit' : 'Create', disabled_with: 'Creating'), class: 'base-button' %>
     </div>

app/views/templates/show.html.erb

@@ -1,6 +1,6 @@
 <%= render 'title', template: @template %>
 <% is_show_tabs = @pagy.pages > 1 || params[:status].present? %>
-<% if !@pagy.count.zero? || params[:q].present? %>
+<% if !@pagy.count.zero? || params[:q].present? || params[:status].present? %>
   <div class="<%= is_show_tabs ? 'mb-4' : 'mb-6' %>">
     <div class="flex justify-between items-center md:items-end">
       <p class="text-3xl font-bold">Submissions</p>

app/views/templates_archived/index.html.erb

@@ -7,7 +7,7 @@
 <div class="flex justify-between mb-4 items-center">
   <h1 class="text-4xl font-bold"><span class="hidden md:inline">Document</span> Templates <span class="badge badge-outline badge-lg align-middle">Archived</span></h1>
   <% if params[:q].present? || @pagy.pages > 1 %>
-    <%= render 'shared/search_input' %>
+    <%= render 'shared/search_input', placeholder: 'Search...' %>
   <% end %>
 </div>
 <% if @pagy.count > 0 %>

app/views/templates_dashboard/index.html.erb

@@ -0,0 +1,61 @@
+<% has_archived = current_account.templates.where.not(archived_at: nil).exists? %>
+<% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
+<div class="flex justify-between mb-4 items-center">
+  <div class="flex items-center">
+    <% if has_archived || @pagy.count > 0 %>
+      <div class="mr-2">
+        <%= render 'dashboard/toggle_view', selected: 'templates' %>
+      </div>
+    <% end %>
+    <h1 class="text-3xl sm:text-4xl font-bold"><span class="hidden md:inline">Document</span> Templates</h1>
+  </div>
+  <div class="flex space-x-2">
+    <% if params[:q].present? || @pagy.pages > 1 || @template_folders.present? %>
+      <%= render 'shared/search_input' %>
+    <% end %>
+    <% if can?(:create, ::Template) %>
+      <span class="hidden sm:block">
+        <%= render 'templates/upload_button' %>
+      </span>
+      <%= link_to new_template_path, class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
+        <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+        <span class="hidden md:block">Create</span>
+      <% end %>
+    <% end %>
+  </div>
+</div>
+<% view_archived_html = capture do %>
+  <% if has_archived %>
+    <div>
+      <a href="<%= templates_archived_index_path %>" class="link text-sm">View Archived</a>
+    </div>
+  <% end %>
+<% end %>
+<% if @template_folders.present? %>
+  <div class="grid gap-4 md:grid-cols-3 <%= 'mb-6' if @templates.present? %>">
+    <%= render partial: 'template_folders/folder', collection: @template_folders, as: :folder %>
+  </div>
+<% end %>
+<% if @templates.present? %>
+  <div class="grid gap-4 md:grid-cols-3">
+    <%= render partial: 'templates/template', collection: @templates %>
+  </div>
+<% end %>
+<% if params[:q].blank? && @pagy.pages == 1 && ((@template_folders.size < 10 && @templates.size.zero?) || (@template_folders.size < 7 && @templates.size < 4) || (@template_folders.size < 4 && @templates.size < 7)) %>
+  <%= render 'templates/dropzone' %>
+<% end %>
+<% if @templates.present? || params[:q].blank? %>
+  <% if @pagy.pages > 1 %>
+    <%= render 'shared/pagination', pagy: @pagy, items_name: 'templates', left_additional_html: view_archived_html %>
+  <% else %>
+    <div class="mt-2">
+      <%= view_archived_html %>
+    </div>
+  <% end %>
+<% elsif params[:q].present? %>
+  <div class="text-center">
+    <div class="mt-16 text-3xl font-semibold">
+      Templates not Found
+    </div>
+  </div>
+<% end %>

app/views/templates_preview/show.html.erb

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