Merge from docusealco/wip

This reverts commit e41fe5fbca.

.github/workflows/ci.yml

@@ -6,6 +6,7 @@ jobs:
   rubocop:
     name: Rubocop
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - uses: actions/checkout@v4
       - name: Install Ruby
@@ -30,6 +31,7 @@ jobs:
   erblint:
     name: Erblint
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - uses: actions/checkout@v4
       - name: Install Ruby
@@ -54,6 +56,7 @@ jobs:
   eslint:
     name: ESLint
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - uses: actions/checkout@v4
       - name: Install Node.js
@@ -80,6 +83,7 @@ jobs:
   brakeman:
     name: Brakeman
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - uses: actions/checkout@v4
       - name: Install Ruby
@@ -107,6 +111,7 @@ jobs:
   rspec:
     name: RSpec
     runs-on: ubuntu-latest
+    timeout-minutes: 10
 
     services:
       postgres:

.github/workflows/docker.yml

@@ -8,6 +8,7 @@ on:
 jobs:
   build:
     runs-on: ubuntu-24.04-arm
+    timeout-minutes: 20
 
     steps:
     - name: Checkout code

.rubocop.yml

@@ -63,10 +63,10 @@ RSpec/MultipleExpectations:
   Max: 25
 
 RSpec/ExampleLength:
-  Max: 50
+  Max: 500
 
 RSpec/MultipleMemoizedHelpers:
-  Max: 9
+  Max: 15
 
 Metrics/BlockNesting:
   Max: 5

Dockerfile

@@ -50,7 +50,7 @@ ENV OPENSSL_CONF=/app/openssl_legacy.cnf
 
 WORKDIR /app
 
-RUN echo '@edge https://dl-cdn.alpinelinux.org/alpine/edge/community' >> /etc/apk/repositories && apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev@edge redis libheif@edge vips-heif gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
+RUN echo '@edge https://dl-cdn.alpinelinux.org/alpine/edge/community' >> /etc/apk/repositories && apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev@edge redis libheif@edge vips-heif@edge gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
 
 RUN echo $'.include = /etc/ssl/openssl.cnf\n\
 \n\

Gemfile

@@ -34,6 +34,7 @@ gem 'rails'
 gem 'rails_autolink'
 gem 'rails-i18n'
 gem 'rotp'
+gem 'rouge', require: false
 gem 'rqrcode'
 gem 'ruby-vips'
 gem 'rubyXL'

Gemfile.lock

@@ -387,7 +387,7 @@ GEM
     puma (6.5.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.14)
+    rack (3.1.16)
     rack-proxy (0.7.7)
       rack
     rack-session (2.0.0)
@@ -453,6 +453,7 @@ GEM
     retriable (3.1.2)
     rexml (3.4.0)
     rotp (6.3.0)
+    rouge (4.5.2)
     rqrcode (2.2.0)
       chunky_png (~> 1.0)
       rqrcode_core (~> 1.0)
@@ -632,6 +633,7 @@ DEPENDENCIES
   rails-i18n
   rails_autolink
   rotp
+  rouge
   rqrcode
   rspec-rails
   rubocop

app/controllers/api/attachments_controller.rb

@@ -10,6 +10,12 @@ module Api
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
+      if params[:type].in?(%w[initials signature]) && ImageUtils.blank?(Vips::Image.new_from_file(params[:file].path))
+        Rollbar.error("Empty signature: #{submitter.id}") if defined?(Rollbar)
+
+        return render json: { error: "#{params[:type]} is empty" }, status: :unprocessable_entity
+      end
+
       attachment = Submitters.create_attachment!(submitter, params)
 
       if params[:remember_signature] == 'true' && submitter.email.present?

app/controllers/api/form_events_controller.rb

@@ -11,8 +11,9 @@ module Api
       params[:before] = Time.zone.at(params[:before].to_i) if params[:before].present?
 
       submitters = paginate(
-        submitters.preload(template: :folder, submission: [:submitters, { audit_trail_attachment: :blob,
+        submitters.preload(template: { folder: :parent_folder },
-                                                                          combined_document_attachment: :blob }],
+                           submission: [:submitters, { audit_trail_attachment: :blob,
+                                                       combined_document_attachment: :blob }],
                            documents_attachments: :blob, attachments_attachments: :blob),
         field: :completed_at
       )

app/controllers/api/submissions_controller.rb

@@ -10,11 +10,11 @@ module Api
     end
 
     def index
-      submissions = Submissions.search(@submissions, params[:q])
+      submissions = Submissions.search(current_user, @submissions, params[:q])
       submissions = filter_submissions(submissions, params)
 
       submissions = paginate(submissions.preload(:created_by_user, :submitters,
-                                                 template: :folder,
+                                                 template: { folder: :parent_folder },
                                                  combined_document_attachment: :blob,
                                                  audit_trail_attachment: :blob))
 
@@ -63,12 +63,7 @@ module Api
 
       submissions = create_submissions(@template, params)
 
-      WebhookUrls.for_account_id(@template.account_id, 'submission.created').each do |webhook_url|
+      WebhookUrls.enqueue_events(submissions, 'submission.created')
-        submissions.each do |submission|
-          SendSubmissionCreatedWebhookRequestJob.perform_async('submission_id' => submission.id,
-                                                               'webhook_url_id' => webhook_url.id)
-        end
-      end
 
       Submissions.send_signature_requests(submissions)
 
@@ -80,6 +75,8 @@ module Api
         end
       end
 
+      SearchEntries.enqueue_reindex(submissions)
+
       render json: build_create_json(submissions)
     rescue Submitters::NormalizeValues::BaseError, Submissions::CreateFromSubmitters::BaseError,
            DownloadUtils::UnableToDownload => e
@@ -94,10 +91,7 @@ module Api
       else
         @submission.update!(archived_at: Time.current)
 
-        WebhookUrls.for_account_id(@submission.account_id, 'submission.archived').each do |webhook_url|
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
-          SendSubmissionArchivedWebhookRequestJob.perform_async('submission_id' => @submission.id,
-                                                                'webhook_url_id' => webhook_url.id)
-        end
       end
 
       render json: @submission.as_json(only: %i[id archived_at])
@@ -110,7 +104,10 @@ module Api
       submissions = submissions.where(slug: params[:slug]) if params[:slug].present?
 
       if params[:template_folder].present?
-        submissions = submissions.joins(template: :folder).where(folder: { name: params[:template_folder] })
+        folders =
+          TemplateFolders.filter_by_full_name(TemplateFolder.accessible_by(current_ability), params[:template_folder])
+
+        submissions = submissions.joins(:template).where(template: { folder_id: folders.pluck(:id) })
       end
 
       if params.key?(:archived)
@@ -183,14 +180,15 @@ module Api
     def submissions_params
       permitted_attrs = [
         :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
-        :expire_at,
+        :require_phone_2fa, :expire_at, :name,
         {
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
                         :completed, :phone, :application_key, :external_id, :reply_to, :go_to_last,
+                        :require_phone_2fa,
                         { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
-                                   :readonly, :validation_pattern, :invalid_message,
+                                   :readonly, :required, :validation_pattern, :invalid_message,
                                    { default_value: [], value: [], preferences: {} }] }]]
         }
       ]

app/controllers/api/submitter_form_views_controller.rb

@@ -13,10 +13,7 @@ module Api
 
       SubmissionEvents.create_with_tracking_data(@submitter, 'view_form', request)
 
-      WebhookUrls.for_account_id(@submitter.account_id, 'form.viewed').each do |webhook_url|
+      WebhookUrls.enqueue_events(@submitter, 'form.viewed')
-        SendFormViewedWebhookRequestJob.perform_async('submitter_id' => @submitter.id,
-                                                      'webhook_url_id' => webhook_url.id)
-      end
 
       render json: {}
     end

app/controllers/api/submitters_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :submitter
 
     def index
-      submitters = Submitters.search(@submitters, params[:q])
+      submitters = Submitters.search(current_user, @submitters, params[:q])
 
       submitters = filter_submitters(submitters, params)
 
@@ -37,14 +37,16 @@ module Api
         return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_entity
       end
 
-      role = @submitter.submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
+      submission = @submitter.submission
+      role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
 
-      normalized_params, new_attachments =
+      normalized_params, new_attachments = Submissions::NormalizeParamUtils.normalize_submitter_params!(
-        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
+        submitter_params.merge(role:),
-                                                                     for_submitter: @submitter)
+        @submitter.template || Template.new(submitters: submission.template_submitters, account: @submitter.account),
+        for_submitter: @submitter
+      )
 
-      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(submission, [normalized_params],
-                                                                  [normalized_params],
                                                                   default_submitter_uuid: @submitter.uuid)
 
       assign_submitter_attrs(@submitter, normalized_params)
@@ -65,10 +67,10 @@ module Api
         Submitters.send_signature_requests([@submitter])
       end
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: false,
+      SearchEntries.enqueue_reindex(@submitter)
-                                                                with_urls: true,
+
-                                                                with_events: false,
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_urls: true,
-                                                                params:)
+                                                                with_events: false, params:)
     rescue Submitters::NormalizeValues::BaseError, DownloadUtils::UnableToDownload => e
       Rollbar.warning(e) if defined?(Rollbar)
 
@@ -80,9 +82,9 @@ module Api
 
       submitter_params.permit(
         :send_email, :send_sms, :reply_to, :completed_redirect_url, :uuid, :name, :email, :role,
-        :completed, :phone, :application_key, :external_id, :go_to_last,
+        :completed, :phone, :application_key, :external_id, :go_to_last, :require_phone_2fa,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [[:name, :uuid, :default_value, :value,
+          fields: [[:name, :uuid, :default_value, :value, :required,
                     :readonly, :validation_pattern, :invalid_message,
                     { default_value: [], value: [], preferences: {} }]] }
       )
@@ -191,6 +193,10 @@ module Api
 
       submitter.preferences['send_sms'] = submitter_preferences['send_sms'] if submitter_preferences.key?('send_sms')
       submitter.preferences['reply_to'] = submitter_preferences['reply_to'] if submitter_preferences.key?('reply_to')
+      if submitter_preferences.key?('require_phone_2fa')
+        submitter.preferences['require_phone_2fa'] = submitter_preferences['require_phone_2fa']
+      end
+
       if submitter_preferences.key?('go_to_last')
         submitter.preferences['go_to_last'] = submitter_preferences['go_to_last']
       end

app/controllers/api/templates_clone_controller.rb

@@ -21,16 +21,16 @@ module Api
       )
 
       cloned_template.source = :api
-      cloned_template.save!
 
       schema_documents = Templates::CloneAttachments.call(template: cloned_template,
                                                           original_template: @template,
                                                           documents: params[:documents])
 
-      WebhookUrls.for_account_id(cloned_template.account_id, 'template.created').each do |webhook_url|
+      cloned_template.save!
-        SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => cloned_template.id,
+
-                                                           'webhook_url_id' => webhook_url.id)
+      WebhookUrls.enqueue_events(cloned_template, 'template.created')
-      end
+
+      SearchEntries.enqueue_reindex(cloned_template)
 
       render json: Templates::SerializeForApi.call(cloned_template, schema_documents)
     end

app/controllers/api/templates_controller.rb

@@ -7,7 +7,7 @@ module Api
     def index
       templates = filter_templates(@templates, params)
 
-      templates = paginate(templates.preload(:author, :folder))
+      templates = paginate(templates.preload(:author, folder: :parent_folder))
 
       schema_documents =
         ActiveStorage::Attachment.where(record_id: templates.map(&:id),
@@ -65,10 +65,9 @@ module Api
 
       @template.update!(template_params)
 
-      WebhookUrls.for_account_id(@template.account_id, 'template.updated').each do |webhook_url|
+      SearchEntries.enqueue_reindex(@template)
-        SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id,
+
-                                                           'webhook_url_id' => webhook_url.id)
+      WebhookUrls.enqueue_events(@template, 'template.updated')
-      end
 
       render json: @template.as_json(only: %i[id updated_at])
     end
@@ -86,12 +85,17 @@ module Api
     private
 
     def filter_templates(templates, params)
-      templates = Templates.search(templates, params[:q])
+      templates = Templates.search(current_user, templates, params[:q])
       templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?
       templates = templates.where(slug: params[:slug]) if params[:slug].present?
-      templates = templates.joins(:folder).where(folder: { name: params[:folder] }) if params[:folder].present?
+
+      if params[:folder].present?
+        folders = TemplateFolders.filter_by_full_name(TemplateFolder.accessible_by(current_ability), params[:folder])
+
+        templates = templates.where(folder_id: folders.pluck(:id))
+      end
 
       templates
     end
@@ -100,6 +104,7 @@ module Api
       permitted_params = [
         :name,
         :external_id,
+        :shared_link,
         {
           submitters: [%i[name uuid is_requester invite_by_uuid optional_invite_by_uuid linked_to_uuid email]],
           fields: [[:uuid, :submitter_uuid, :name, :type,

app/controllers/application_controller.rb

@@ -55,6 +55,14 @@ class ApplicationController < ActionController::Base
     request.session[:impersonated_user_id] = user.uuid
   end
 
+  def pagy_auto(collection, **keyword_args)
+    if current_ability.can?(:manage, :countless)
+      pagy_countless(collection, **keyword_args)
+    else
+      pagy(collection, **keyword_args)
+    end
+  end
+
   private
 
   def with_locale(&)

app/controllers/email_smtp_settings_controller.rb

@@ -9,7 +9,9 @@ class EmailSmtpSettingsController < ApplicationController
 
   def create
     if @encrypted_config.update(email_configs)
-      SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email'] || current_user.email).deliver_now!
+      unless Docuseal.multitenant?
+        SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email'] || current_user.email).deliver_now!
+      end
 
       redirect_to settings_email_index_path, notice: I18n.t('changes_have_been_saved')
     else

app/controllers/errors_controller.rb

@@ -5,8 +5,12 @@ class ErrorsController < ActionController::Base
     'This feature is available in Pro Edition: https://www.docuseal.com/pricing'
 
   ENTERPRISE_PATHS = [
+    '/submissions/html',
+    '/api/submissions/html',
     '/templates/html',
     '/api/templates/html',
+    '/submissions/pdf',
+    '/api/submissions/pdf',
     '/templates/pdf',
     '/api/templates/pdf',
     '/templates/doc',

app/controllers/search_entries_reindex_controller.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class SearchEntriesReindexController < ApplicationController
+  def create
+    authorize!(:manage, EncryptedConfig)
+
+    ReindexAllSearchEntriesJob.perform_async
+
+    AccountConfig.find_or_initialize_by(account_id: Account.minimum(:id), key: :fulltext_search)
+                 .update!(value: true)
+
+    Docuseal.instance_variable_set(:@fulltext_search, nil)
+
+    redirect_back(fallback_location: settings_account_path,
+                  notice: "Started building search index. Visit #{root_url}jobs/busy to check progress.")
+  end
+end

app/controllers/send_submission_email_controller.rb

@@ -11,27 +11,36 @@ class SendSubmissionEmailController < ApplicationController
 
   def create
     if params[:template_slug]
-      @submitter = Submitter.joins(submission: :template).find_by!(email: params[:email].to_s.downcase,
+      template = Template.find_by!(slug: params[:template_slug])
-                                                                   template: { slug: params[:template_slug] })
+
+      @submitter =
+        Submitter.completed.where(submission: template.submissions).find_by!(email: params[:email].to_s.downcase)
     elsif params[:submission_slug]
-      @submitter = Submitter.joins(:submission).find_by(email: params[:email].to_s.downcase,
+      submission = Submission.find_by(slug: params[:submission_slug])
-                                                        submission: { slug: params[:submission_slug] })
+
+      if submission
+        @submitter = Submitter.completed.find_by(submission: submission, email: params[:email].to_s.downcase)
+      end
 
       return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
     else
-      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
     end
 
     RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
 
-    unless EmailEvent.exists?(tag: :submitter_documents_copy, email: @submitter.email, emailable: @submitter,
+    SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! unless already_sent?(@submitter)
-                              event_type: :send, created_at: SEND_DURATION.ago..Time.current)
-      SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later!
-    end
 
     respond_to do |f|
       f.html { render :success }
       f.json { head :ok }
     end
   end
+
+  private
+
+  def already_sent?(submitter)
+    EmailEvent.exists?(tag: :submitter_documents_copy, email: submitter.email, emailable: submitter,
+                       event_type: :send, created_at: SEND_DURATION.ago..Time.current)
+  end
 end

app/controllers/setup_controller.rb

@@ -34,6 +34,7 @@ class SetupController < ApplicationController
         { key: EncryptedConfig::ESIGN_CERTS_KEY, value: GenerateCertificate.call.transform_values(&:to_pem) }
       ]
       @account.encrypted_configs.create!(encrypted_configs)
+      @account.account_configs.create!(key: :fulltext_search, value: true) if SearchEntry.table_exists?
 
       Docuseal.refresh_default_url_options!
 

app/controllers/start_form_controller.rb

@@ -6,31 +6,43 @@ class StartFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  around_action :with_browser_locale, only: %i[show completed]
+  around_action :with_browser_locale, only: %i[show update completed]
   before_action :maybe_redirect_com, only: %i[show completed]
+  before_action :load_resubmit_submitter, only: :update
   before_action :load_template
+  before_action :authorize_start!, only: :update
+
+  COOKIES_TTL = 12.hours
+  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
 
   def show
-    raise ActionController::RoutingError, I18n.t('not_found') if @template.preferences['require_phone_2fa'] == true
+    raise ActionController::RoutingError, I18n.t('not_found') if @template.preferences['require_phone_2fa']
 
-    @submitter = @template.submissions.new(account_id: @template.account_id)
+    if @template.shared_link?
-                          .submitters.new(account_id: @template.account_id,
+      @submitter = @template.submissions.new(account_id: @template.account_id)
-                                          uuid: (filter_undefined_submitters(@template).first ||
+                            .submitters.new(account_id: @template.account_id,
-                                                 @template.submitters.first)['uuid'])
+                                            uuid: (filter_undefined_submitters(@template).first ||
+                                                  @template.submitters.first)['uuid'])
+      render :email_verification if params[:email_verification]
+    else
+      Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+      return render :private if current_user && current_ability.can?(:read, @template)
+
+      raise ActionController::RoutingError, I18n.t('not_found')
+    end
   end
 
   def update
-    return redirect_to start_form_path(@template.slug) if @template.archived_at?
-
     @submitter = find_or_initialize_submitter(@template, submitter_params)
 
     if @submitter.completed_at?
-      redirect_to start_form_completed_path(@template.slug, email: submitter_params[:email])
+      redirect_to start_form_completed_path(@template.slug, submitter_params.compact_blank)
     else
       if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
         @error_message = multiple_submitters_error_message
 
-        return render :show
+        return render :show, status: :unprocessable_entity
       end
 
       if (is_new_record = @submitter.new_record?)
@@ -41,64 +53,112 @@ class StartFormController < ApplicationController
         @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
       end
 
-      if @submitter.save
+      if @template.preferences['shared_link_2fa'] == true
-        if is_new_record
+        handle_require_2fa(@submitter, is_new_record:)
-          enqueue_submission_create_webhooks(@submitter)
+      elsif @submitter.errors.blank? && @submitter.save
-
+        enqueue_new_submitter_jobs(@submitter) if is_new_record
-          if @submitter.submission.expire_at?
-            ProcessSubmissionExpiredJob.perform_at(@submitter.submission.expire_at,
-                                                   'submission_id' => @submitter.submission_id)
-          end
-        end
 
         redirect_to submit_form_path(@submitter.slug)
       else
-        render :show
+        render :show, status: :unprocessable_entity
       end
     end
   end
 
   def completed
+    return redirect_to start_form_path(@template.slug) if !@template.shared_link? || @template.archived_at?
+
+    submitter_params = params.permit(:name, :email, :phone).tap do |attrs|
+      attrs[:email] = Submissions.normalize_email(attrs[:email])
+    end
+
+    required_fields = @template.preferences.fetch('link_form_fields', ['email'])
+
+    required_params = required_fields.index_with { |key| submitter_params[key] }
+
+    raise ActionController::RoutingError, I18n.t('not_found') if required_params.any? { |_, v| v.blank? } ||
+                                                                 required_params.except('name').compact_blank.blank?
+
     @submitter = Submitter.where(submission: @template.submissions)
                           .where.not(completed_at: nil)
-                          .find_by!(email: params[:email])
+                          .find_by!(required_params)
   end
 
   private
 
-  def enqueue_submission_create_webhooks(submitter)
+  def enqueue_new_submitter_jobs(submitter)
-    WebhookUrls.for_account_id(submitter.account_id, 'submission.created').each do |webhook_url|
+    WebhookUrls.enqueue_events(submitter.submission, 'submission.created')
-      SendSubmissionCreatedWebhookRequestJob.perform_async('submission_id' => submitter.submission_id,
+
-                                                           'webhook_url_id' => webhook_url.id)
+    SearchEntries.enqueue_reindex(submitter)
-    end
+
+    return unless submitter.submission.expire_at?
+
+    ProcessSubmissionExpiredJob.perform_at(submitter.submission.expire_at, 'submission_id' => submitter.submission_id)
+  end
+
+  def load_resubmit_submitter
+    @resubmit_submitter =
+      if params[:resubmit].present? && !params[:resubmit].in?([true, 'true'])
+        Submitter.find_by(slug: params[:resubmit])
+      end
+  end
+
+  def authorize_start!
+    return redirect_to start_form_path(@template.slug) if @template.archived_at?
+
+    return if @resubmit_submitter
+    return if @template.shared_link? || (current_user && current_ability.can?(:read, @template))
+
+    Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+    redirect_to start_form_path(@template.slug)
   end
 
   def find_or_initialize_submitter(template, submitter_params)
-    Submitter.where(submission: template.submissions.where(expire_at: Time.current..)
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
-                                        .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+
-             .order(id: :desc)
+    required_params = required_fields.index_with { |key| submitter_params[key] }
-             .where(declined_at: nil)
+
-             .where(external_id: nil)
+    find_params = required_params.except('name')
-             .where(ip: [nil, request.remote_ip])
+
-             .then { |rel| params[:resubmit].present? ? rel.where(completed_at: nil) : rel }
+    submitter = Submitter.new if find_params.compact_blank.blank?
-             .find_or_initialize_by(email: submitter_params[:email], **submitter_params.compact_blank)
+
+    submitter ||=
+      Submitter
+      .where(submission: template.submissions.where(expire_at: Time.current..)
+                                 .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+      .order(id: :desc)
+      .where(declined_at: nil)
+      .where(external_id: nil)
+      .where(template.preferences['shared_link_2fa'] == true ? {} : { ip: [nil, request.remote_ip] })
+      .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
+      .find_or_initialize_by(find_params)
+
+    submitter.name = required_params['name'] if submitter.new_record?
+
+    unless @resubmit_submitter
+      required_params.each do |key, value|
+        submitter.errors.add(key.to_sym, :blank) if value.blank?
+      end
+    end
+
+    submitter
   end
 
   def assign_submission_attributes(submitter, template)
-    resubmit_submitter =
-      (Submitter.where(submission: template.submissions).find_by(slug: params[:resubmit]) if params[:resubmit].present?)
-
     submitter.assign_attributes(
       uuid: (filter_undefined_submitters(template).first || @template.submitters.first)['uuid'],
       ip: request.remote_ip,
       ua: request.user_agent,
-      values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
+      values: @resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
+      preferences: @resubmit_submitter&.preferences.presence || { 'send_email' => true },
-      metadata: resubmit_submitter&.metadata.presence || {}
+      metadata: @resubmit_submitter&.metadata.presence || {}
     )
 
+    submitter.assign_attributes(@resubmit_submitter.slice(:name, :email, :phone)) if @resubmit_submitter
+
     if submitter.values.present?
-      resubmit_submitter.attachments.each do |attachment|
+      @resubmit_submitter.attachments.each do |attachment|
         submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
       end
     end
@@ -116,19 +176,25 @@ class StartFormController < ApplicationController
   end
 
   def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
   end
 
   def submitter_params
+    return { 'email' => current_user.email, 'name' => current_user.full_name } if params[:selfsign]
+    return @resubmit_submitter.slice(:name, :phone, :email) if @resubmit_submitter.present?
+
     params.require(:submitter).permit(:email, :phone, :name).tap do |attrs|
       attrs[:email] = Submissions.normalize_email(attrs[:email])
     end
   end
 
   def load_template
-    slug = params[:slug] || params[:start_form_slug]
+    @template =
-
+      if @resubmit_submitter
-    @template = Template.find_by!(slug:)
+        @resubmit_submitter.template
+      else
+        Template.find_by!(slug: params[:slug] || params[:start_form_slug])
+      end
   end
 
   def multiple_submitters_error_message
@@ -138,4 +204,39 @@ class StartFormController < ApplicationController
       I18n.t('not_found')
     end
   end
+
+  def handle_require_2fa(submitter, is_new_record:)
+    return render :show, status: :unprocessable_entity if submitter.errors.present?
+
+    is_otp_verified = Submitters.verify_link_otp!(params[:one_time_code], submitter)
+
+    if cookies.encrypted[:email_2fa_slug] == submitter.slug || is_otp_verified
+      if submitter.save
+        enqueue_new_submitter_jobs(submitter) if is_new_record
+
+        if is_otp_verified
+          SubmissionEvents.create_with_tracking_data(submitter, 'email_verified', request)
+
+          cookies.encrypted[:email_2fa_slug] =
+            { value: submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+        end
+
+        redirect_to submit_form_path(submitter.slug)
+      else
+        render :show, status: :unprocessable_entity
+      end
+    else
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render :email_verification
+    end
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  rescue RateLimit::LimitApproached
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: I18n.t(:too_many_attempts)
+  end
 end

app/controllers/start_form_email_2fa_send_controller.rb

@@ -0,0 +1,31 @@
+# frozen_string_literal: true
+
+class StartFormEmail2faSendController < ApplicationController
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def create
+    @template = Template.find_by!(slug: params[:slug])
+
+    @submitter = @template.submissions.new(account_id: @template.account_id)
+                          .submitters.new(**submitter_params, account_id: @template.account_id)
+
+    Submitters.send_shared_link_email_verification_code(@submitter, request:)
+
+    redir_params = { notice: I18n.t(:code_has_been_resent) } if params[:resend]
+
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                **redir_params
+  rescue Submitters::UnableToSendCode => e
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  end
+
+  private
+
+  def submitter_params
+    params.require(:submitter).permit(:name, :email, :phone)
+  end
+end

app/controllers/submission_events_controller.rb

@@ -12,6 +12,7 @@ class SubmissionEventsController < ApplicationController
     'send_2fa_sms' => '2fa',
     'send_sms' => 'send',
     'phone_verified' => 'phone_check',
+    'email_verified' => 'email_check',
     'click_sms' => 'hand_click',
     'decline_form' => 'x',
     'start_verification' => 'player_play',

app/controllers/submissions_archived_controller.rb

@@ -4,12 +4,12 @@ class SubmissionsArchivedController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
                                .preload(:template_accesses, :created_by_user, template: :author)
 
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
@@ -18,6 +18,6 @@ class SubmissionsArchivedController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_controller.rb

@@ -8,6 +8,10 @@ class SubmissionsController < ApplicationController
 
   prepend_before_action :maybe_redirect_com, only: %i[show]
 
+  before_action only: :create do
+    authorize!(:create, Submission)
+  end
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
@@ -26,8 +30,6 @@ class SubmissionsController < ApplicationController
   end
 
   def create
-    authorize!(:create, Submission)
-
     save_template_message(@template, params) if params[:save_message] == '1'
 
     if params[:is_custom_message] != '1'
@@ -52,10 +54,12 @@ class SubmissionsController < ApplicationController
                                            params: params.merge('send_completed_email' => true))
       end
 
-    enqueue_submission_created_webhooks(@template, submissions)
+    WebhookUrls.enqueue_events(submissions, 'submission.created')
 
     Submissions.send_signature_requests(submissions)
 
+    SearchEntries.enqueue_reindex(submissions)
+
     redirect_to template_path(@template), notice: I18n.t('new_recipients_have_been_added')
   rescue Submissions::CreateFromSubmitters::BaseError => e
     render turbo_stream: turbo_stream.replace(:submitters_error,
@@ -73,15 +77,12 @@ class SubmissionsController < ApplicationController
       else
         @submission.update!(archived_at: Time.current)
 
-        WebhookUrls.for_account_id(@submission.account_id, 'submission.archived').each do |webhook_url|
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
-          SendSubmissionArchivedWebhookRequestJob.perform_async('submission_id' => @submission.id,
-                                                                'webhook_url_id' => webhook_url.id)
-        end
 
         I18n.t('submission_has_been_archived')
       end
 
-    redirect_back(fallback_location: template_path(@submission.template), notice:)
+    redirect_back(fallback_location: @submission.template_id ? template_path(@submission.template) : root_path, notice:)
   end
 
   private
@@ -93,15 +94,6 @@ class SubmissionsController < ApplicationController
     template.save!
   end
 
-  def enqueue_submission_created_webhooks(template, submissions)
-    WebhookUrls.for_account_id(template.account_id, 'submission.created').each do |webhook_url|
-      submissions.each do |submission|
-        SendSubmissionCreatedWebhookRequestJob.perform_async('submission_id' => submission.id,
-                                                             'webhook_url_id' => webhook_url.id)
-      end
-    end
-  end
-
   def submissions_params
     params.permit(submission: { submitters: [%i[uuid email phone name]] })
   end

app/controllers/submissions_dashboard_controller.rb

@@ -4,13 +4,13 @@ class SubmissionsDashboardController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
                                .preload(:template_accesses, :created_by_user, template: :author)
 
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
@@ -19,6 +19,6 @@ class SubmissionsDashboardController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_preview_controller.rb

@@ -28,7 +28,7 @@ class SubmissionsPreviewController < ApplicationController
       raise ActionController::RoutingError, I18n.t('not_found')
     end
 
-    if !submission_valid_ttl?(@submission) && !signature_valid
+    if use_signature?(@submission) && !signature_valid
       Rollbar.info("TTL: #{@submission.id}") if defined?(Rollbar)
 
       return redirect_to submissions_preview_completed_path(@submission.slug)
@@ -48,9 +48,15 @@ class SubmissionsPreviewController < ApplicationController
 
   private
 
-  def submission_valid_ttl?(submission)
+  def use_signature?(submission)
-    return true if current_user && current_user.account.submissions.exists?(id: submission.id)
+    return false if current_user && can?(:read, submission)
+    return true if submission.submitters.any? { |e| e.preferences['require_phone_2fa'] }
+    return true if submission.template&.preferences&.dig('require_phone_2fa')
 
+    !submission_valid_ttl?(submission)
+  end
+
+  def submission_valid_ttl?(submission)
     last_submitter = submission.submitters.select(&:completed_at?).max_by(&:completed_at)
 
     last_submitter && last_submitter.completed_at > TTL.ago

app/controllers/submit_form_controller.rb

@@ -8,6 +8,8 @@ class SubmitFormController < ApplicationController
   skip_authorization_check
 
   before_action :load_submitter, only: %i[show update completed]
+  before_action :maybe_render_locked_page, only: :show
+  before_action :maybe_require_link_2fa, only: %i[show update]
 
   CONFIG_KEYS = [].freeze
 
@@ -15,19 +17,14 @@ class SubmitFormController < ApplicationController
     submission = @submitter.submission
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
-    return render :archived if submission.template.archived_at? ||
-                               submission.archived_at? ||
-                               @submitter.account.archived_at?
-    return render :expired if submission.expired?
-    return render :declined if @submitter.declined_at?
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
     return render :awaiting if (@form_configs[:enforce_signing_order] ||
-                                submission.template.preferences['submitters_order'] == 'preserved') &&
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
                                !Submitters.current_submitter_order?(@submitter)
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(submission)
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
@@ -54,7 +51,7 @@ class SubmitFormController < ApplicationController
       return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_entity
     end
 
-    if @submitter.template.archived_at? || @submitter.submission.archived_at?
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
       return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_entity
     end
 
@@ -84,6 +81,24 @@ class SubmitFormController < ApplicationController
 
   private
 
+  def maybe_require_link_2fa
+    return if @submitter.submission.source != 'link'
+    return unless @submitter.submission.template&.preferences&.dig('shared_link_2fa') == true
+    return if cookies.encrypted[:email_2fa_slug] == @submitter.slug
+    return if @submitter.email == current_user&.email && current_user&.account_id == @submitter.account_id
+
+    redirect_to start_form_path(@submitter.submission.template.slug)
+  end
+
+  def maybe_render_locked_page
+    return render :archived if @submitter.submission.template&.archived_at? ||
+                               @submitter.submission.archived_at? ||
+                               @submitter.account.archived_at?
+    return render :expired if @submitter.submission.expired?
+
+    render :declined if @submitter.declined_at?
+  end
+
   def load_submitter
     @submitter = Submitter.find_by!(slug: params[:slug] || params[:submit_form_slug])
   end

app/controllers/submit_form_decline_controller.rb

@@ -11,7 +11,7 @@ class SubmitFormDeclineController < ApplicationController
                                                            submitter.completed_at? ||
                                                            submitter.submission.archived_at? ||
                                                            submitter.submission.expired? ||
-                                                           submitter.submission.template.archived_at?
+                                                           submitter.submission.template&.archived_at?
 
     ApplicationRecord.transaction do
       submitter.update!(declined_at: Time.current)
@@ -25,10 +25,7 @@ class SubmitFormDeclineController < ApplicationController
       SubmitterMailer.declined_email(submitter, user).deliver_later!
     end
 
-    WebhookUrls.for_account_id(submitter.account_id, 'form.declined').each do |webhook_url|
+    WebhookUrls.enqueue_events(submitter, 'form.declined')
-      SendFormDeclinedWebhookRequestJob.perform_async('submitter_id' => submitter.id,
-                                                      'webhook_url_id' => webhook_url.id)
-    end
 
     redirect_to submit_form_path(submitter.slug)
   end

app/controllers/submit_form_download_controller.rb

@@ -14,7 +14,10 @@ class SubmitFormDownloadController < ApplicationController
     return head :unprocessable_entity if @submitter.declined_at? ||
                                          @submitter.submission.archived_at? ||
                                          @submitter.submission.expired? ||
-                                         @submitter.submission.template.archived_at?
+                                         @submitter.submission.template&.archived_at? ||
+                                         AccountConfig.exists?(account_id: @submitter.account_id,
+                                                               key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,
+                                                               value: false)
 
     last_completed_submitter = @submitter.submission.submitters
                                          .where.not(id: @submitter.id)
@@ -25,7 +28,7 @@ class SubmitFormDownloadController < ApplicationController
       if last_completed_submitter
         Submitters.select_attachments_for_download(last_completed_submitter)
       else
-        @submitter.submission.template.schema_documents.preload(:blob)
+        @submitter.submission.schema_documents.preload(:blob)
       end
 
     urls = attachments.map do |attachment|

app/controllers/submit_form_draw_signature_controller.rb

@@ -12,7 +12,7 @@ class SubmitFormDrawSignatureController < ApplicationController
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
 
-    if @submitter.submission.template.archived_at? || @submitter.submission.archived_at?
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
       return redirect_to submit_form_path(@submitter.slug)
     end
 

app/controllers/submit_form_invite_controller.rb

@@ -45,7 +45,7 @@ class SubmitFormInviteController < ApplicationController
       !submitter.completed_at? &&
       !submitter.submission.archived_at? &&
       !submitter.submission.expired? &&
-      !submitter.submission.template.archived_at?
+      !submitter.submission.template&.archived_at?
   end
 
   def filter_invite_submitters(submitter, key = 'invite_by_uuid')

app/controllers/submit_form_values_controller.rb

@@ -8,7 +8,7 @@ class SubmitFormValuesController < ApplicationController
     submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
     return render json: {} if submitter.completed_at? || submitter.declined_at?
-    return render json: {} if submitter.submission.template.archived_at? ||
+    return render json: {} if submitter.submission.template&.archived_at? ||
                               submitter.submission.archived_at? ||
                               submitter.submission.expired?
 

app/controllers/submitters_autocomplete_controller.rb

@@ -22,13 +22,17 @@ class SubmittersAutocompleteController < ApplicationController
 
   def search_submitters(submitters)
     if SELECT_COLUMNS.include?(params[:field])
-      column = Submitter.arel_table[params[:field].to_sym]
+      if Docuseal.fulltext_search?
+        Submitters.fulltext_search_field(current_user, submitters, params[:q], params[:field])
+      else
+        column = Submitter.arel_table[params[:field].to_sym]
 
-      term = "#{params[:q].downcase}%"
+        term = "#{params[:q].downcase}%"
 
-      submitters.where(column.matches(term))
+        submitters.where(column.matches(term))
+      end
     else
-      Submitters.search(submitters, params[:q])
+      Submitters.search(current_user, submitters, params[:q])
     end
   end
 end

app/controllers/submitters_controller.rb

@@ -38,6 +38,8 @@ class SubmittersController < ApplicationController
     if @submitter.save
       maybe_resend_email_sms(@submitter, params)
 
+      SearchEntries.enqueue_reindex(@submitter)
+
       redirect_back fallback_location: submission_path(submission), notice: I18n.t('changes_have_been_saved')
     else
       redirect_back fallback_location: submission_path(submission), alert: I18n.t('unable_to_save')

app/controllers/submitters_resubmit_controller.rb

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

app/controllers/template_folders_autocomplete_controller.rb

@@ -3,12 +3,31 @@
 class TemplateFoldersAutocompleteController < ApplicationController
   load_and_authorize_resource :template_folder, parent: false
 
-  LIMIT = 100
+  LIMIT = 30
 
   def index
-    template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
+    parent_name, name =
-    template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
+      if params[:parent_name].present?
+        [params[:parent_name], params[:q]]
+      else
+        params[:q].to_s.split(' /', 2).map(&:squish)
+      end
 
-    render json: template_folders.as_json(only: %i[name archived_at])
+    if name
+      parent_folder = @template_folders.find_by(name: parent_name, parent_folder_id: nil)
+    else
+      name = parent_name
+    end
+
+    template_folders = TemplateFolders.filter_active_folders(@template_folders.where(parent_folder:),
+                                                             Template.accessible_by(current_ability))
+
+    name = name.to_s.downcase
+
+    template_folders = TemplateFolders.search(template_folders, name).order(id: :desc).limit(LIMIT)
+
+    render json: template_folders.preload(:parent_folder)
+                                 .sort_by { |e| e.name.downcase.index(name) || Float::MAX }
+                                 .as_json(only: %i[name archived_at], methods: %i[full_name])
   end
 end

app/controllers/template_folders_controller.rb

@@ -3,13 +3,41 @@
 class TemplateFoldersController < ApplicationController
   load_and_authorize_resource :template_folder
 
-  def show
+  helper_method :selected_order
-    @templates = @template_folder.templates.active.accessible_by(current_ability)
-                                 .preload(:author, :template_accesses)
-    @templates = Templates.search(@templates, params[:q])
-    @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
 
-    @pagy, @templates = pagy(@templates, limit: 12)
+  TEMPLATES_PER_PAGE = 12
+  FOLDERS_PER_PAGE = 18
+
+  def show
+    @templates = Template.active.accessible_by(current_ability)
+                         .where(folder: [@template_folder, *(params[:q].present? ? @template_folder.subfolders : [])])
+                         .preload(:author, :template_accesses)
+
+    @template_folders =
+      @template_folder.subfolders.where(id: Template.accessible_by(current_ability).active.select(:folder_id))
+
+    @template_folders = TemplateFolders.search(@template_folders, params[:q])
+    @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
+
+    if @templates.exists?
+      @templates = Templates.search(current_user, @templates, params[:q])
+      @templates = Templates::Order.call(@templates, current_user, selected_order)
+
+      limit =
+        if @template_folders.size < 4
+          TEMPLATES_PER_PAGE
+        else
+          (@template_folders.size < 7 ? 9 : 6)
+        end
+
+      @pagy, @templates = pagy_auto(@templates, limit:)
+
+      load_related_submissions if params[:q].present? && @templates.blank?
+    else
+      @pagy, @template_folders = pagy(@template_folders, limit: FOLDERS_PER_PAGE)
+
+      @templates = @templates.none
+    end
   end
 
   def edit; end
@@ -25,7 +53,34 @@ class TemplateFoldersController < ApplicationController
 
   private
 
+  def selected_order
+    @selected_order ||=
+      if cookies.permanent[:dashboard_templates_order].blank? ||
+         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
+        'created_at'
+      else
+        cookies.permanent[:dashboard_templates_order]
+      end
+  end
+
   def template_folder_params
     params.require(:template_folder).permit(:name)
   end
+
+  def load_related_submissions
+    @related_submissions =
+      Submission.accessible_by(current_ability)
+                .where(archived_at: nil)
+                .where(template_id: current_account.templates.active
+                                                   .where(folder: [@template_folder, *@template_folder.subfolders])
+                                                   .select(:id))
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+  end
 end

app/controllers/templates_archived_controller.rb

@@ -4,9 +4,27 @@ class TemplatesArchivedController < ApplicationController
   load_and_authorize_resource :template, parent: false
 
   def index
-    @templates = @templates.where.not(archived_at: nil).preload(:author, :folder, :template_accesses).order(id: :desc)
+    @templates = @templates.where.not(archived_at: nil)
-    @templates = Templates.search(@templates, params[:q])
+                           .preload(:author, :template_accesses, folder: :parent_folder)
+                           .order(id: :desc)
 
-    @pagy, @templates = pagy(@templates, limit: 12)
+    @templates = Templates.search(current_user, @templates, params[:q])
+
+    @pagy, @templates = pagy_auto(@templates, limit: 12)
+
+    return unless params[:q].present? && @templates.blank?
+
+    @related_submissions =
+      Submission.accessible_by(current_ability)
+                .joins(:template)
+                .where.not(templates: { archived_at: nil })
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
   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], search_values: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_values: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
@@ -15,7 +15,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_clone_and_replace_controller.rb

@@ -22,6 +22,8 @@ class TemplatesCloneAndReplaceController < ApplicationController
     Templates::CloneAttachments.call(template: cloned_template, original_template: @template,
                                      excluded_attachment_uuids: documents.map(&:uuid))
 
+    SearchEntries.enqueue_reindex(cloned_template)
+
     respond_to do |f|
       f.html { redirect_to edit_template_path(cloned_template) }
       f.json { render json: { id: cloned_template.id } }

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], search_values: true)
+    submissions = Submissions.search(current_user, submissions, params[:q], search_values: true)
     submissions = Submissions::Filter.call(submissions, current_user, params.except(:status))
 
     @base_submissions = submissions
@@ -21,7 +21,7 @@ class TemplatesController < ApplicationController
                     submissions.order(id: :desc)
                   end
 
-    @pagy, @submissions = pagy(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end
@@ -72,7 +72,9 @@ class TemplatesController < ApplicationController
     if @template.save
       Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
 
-      enqueue_template_created_webhooks(@template)
+      SearchEntries.enqueue_reindex(@template)
+
+      WebhookUrls.enqueue_events(@template, 'template.created')
 
       maybe_redirect_to_template(@template)
     else
@@ -81,9 +83,15 @@ class TemplatesController < ApplicationController
   end
 
   def update
-    @template.update!(template_params)
+    @template.assign_attributes(template_params)
 
-    enqueue_template_updated_webhooks(@template)
+    is_name_changed = @template.name_changed?
+
+    @template.save!
+
+    SearchEntries.enqueue_reindex(@template) if is_name_changed
+
+    WebhookUrls.enqueue_events(@template, 'template.updated')
 
     head :ok
   end
@@ -134,20 +142,6 @@ class TemplatesController < ApplicationController
     end
   end
 
-  def enqueue_template_created_webhooks(template)
-    WebhookUrls.for_account_id(template.account_id, 'template.created').each do |webhook_url|
-      SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => template.id,
-                                                         'webhook_url_id' => webhook_url.id)
-    end
-  end
-
-  def enqueue_template_updated_webhooks(template)
-    WebhookUrls.for_account_id(template.account_id, 'template.updated').each do |webhook_url|
-      SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => template.id,
-                                                         'webhook_url_id' => webhook_url.id)
-    end
-  end
-
   def load_base_template
     return if params[:base_template_id].blank?
 

app/controllers/templates_dashboard_controller.rb

@@ -8,16 +8,18 @@ class TemplatesDashboardController < ApplicationController
   TEMPLATES_PER_PAGE = 12
   FOLDERS_PER_PAGE = 18
 
+  helper_method :selected_order
+
   def index
-    @template_folders = @template_folders.where(id: @templates.active.select(:folder_id))
+    @template_folders =
+      TemplateFolders.filter_active_folders(@template_folders.where(parent_folder_id: nil), @templates)
 
     @template_folders = TemplateFolders.search(@template_folders, params[:q])
-    @template_folders = sort_template_folders(@template_folders, current_user,
+    @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
-                                              cookies.permanent[:dashboard_templates_order])
 
     @pagy, @template_folders = pagy(
       @template_folders,
-      items: FOLDERS_PER_PAGE,
+      limit: FOLDERS_PER_PAGE,
       page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
     )
 
@@ -25,8 +27,8 @@ class TemplatesDashboardController < ApplicationController
       @templates = @templates.none
     else
       @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
-      @templates = filter_templates(@templates)
+      @templates = filter_templates(@templates).preload(:author, :template_accesses)
-      @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
+      @templates = Templates::Order.call(@templates, current_user, selected_order)
 
       limit =
         if @template_folders.size < 4
@@ -35,14 +37,16 @@ class TemplatesDashboardController < ApplicationController
           (@template_folders.size < 7 ? 9 : 6)
         end
 
-      @pagy, @templates = pagy(@templates, limit:)
+      @pagy, @templates = pagy_auto(@templates, limit:)
+
+      load_related_submissions if params[:q].present? && @templates.blank?
     end
   end
 
   private
 
   def filter_templates(templates)
-    rel = templates.active.preload(:author, :template_accesses)
+    rel = templates.active
 
     if params[:q].blank?
       if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
@@ -51,46 +55,42 @@ class TemplatesDashboardController < ApplicationController
 
         shared_template_ids = TemplateSharing.where(account_id: shared_account_ids).select(:template_id)
 
-        rel = rel.where(folder_id: current_account.default_template_folder.id).or(rel.where(id: shared_template_ids))
+        rel = Template.where(
+          Template.arel_table[:id].in(
+            rel.where(folder_id: current_account.default_template_folder.id).select(:id).arel
+               .union(:all, shared_template_ids.arel)
+          )
+        )
       else
         rel = rel.where(folder_id: current_account.default_template_folder.id)
       end
     end
 
-    Templates.search(rel, params[:q])
+    Templates.search(current_user, rel, params[:q])
   end
 
-  def sort_template_folders(template_folders, current_user, order)
+  def selected_order
-    case order
+    @selected_order ||=
-    when 'used_at'
+      if cookies.permanent[:dashboard_templates_order].blank? ||
-      subquery =
+         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
-        Template.left_joins(:submissions)
+        'created_at'
-                .group(:folder_id)
+      else
-                .where(account_id: current_user.account_id)
+        cookies.permanent[:dashboard_templates_order]
-                .select(
+      end
-                  :folder_id,
+  end
-                  Template.arel_table[:updated_at].maximum.as('updated_at_max'),
-                  Submission.arel_table[:created_at].maximum.as('submission_created_at_max')
-                )
 
-      template_folders = template_folders.joins(
+  def load_related_submissions
-        Template.arel_table
+    @related_submissions = Submission.accessible_by(current_ability)
-                .join(subquery.arel.as('templates'), Arel::Nodes::OuterJoin)
+                                     .left_joins(:template)
-                .on(TemplateFolder.arel_table[:id].eq(Template.arel_table[:folder_id]))
+                                     .where(archived_at: nil)
-                .join_sources
+                                     .where(templates: { archived_at: nil })
-      )
+                                     .preload(:template_accesses, :created_by_user,
+                                              template: :author,
+                                              submitters: :start_form_submission_events)
 
-      template_folders.order(
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
-        Arel::Nodes::Case.new
+                                      .order(id: :desc)
-                         .when(Template.arel_table[:submission_created_at_max].gt(Template.arel_table[:updated_at_max]))
+
-                         .then(Template.arel_table[:submission_created_at_max])
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
-                         .else(Template.arel_table[:updated_at_max])
-                         .desc
-      )
-    when 'name'
-      template_folders.order(name: :asc)
-    else
-      template_folders.order(id: :desc)
-    end
   end
 end

app/controllers/templates_folders_controller.rb

@@ -6,7 +6,9 @@ class TemplatesFoldersController < ApplicationController
   def edit; end
 
   def update
-    @template.folder = TemplateFolders.find_or_create_by_name(current_user, params[:name])
+    name = [params[:parent_name], params[:name]].compact_blank.join(' / ')
+
+    @template.folder = TemplateFolders.find_or_create_by_name(current_user, name)
 
     if @template.save
       redirect_back(fallback_location: template_path(@template), notice: I18n.t('document_template_has_been_moved'))

app/controllers/templates_form_preview_controller.rb

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

app/controllers/templates_preferences_controller.rb

@@ -25,13 +25,13 @@ class TemplatesPreferencesController < ApplicationController
                       documents_copy_email_attach_documents documents_copy_email_reply_to
                       completed_notification_email_attach_documents
                       completed_redirect_url validate_unique_submitters
-                      submitters_order require_phone_2fa
+                      require_all_submitters submitters_order require_phone_2fa
-                      default_expire_at_duration
+                      default_expire_at_duration shared_link_2fa
                       default_expire_at
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +
                       [completed_message: %i[title body],
-                       submitters: [%i[uuid request_email_subject request_email_body]]]
+                       submitters: [%i[uuid request_email_subject request_email_body]], link_form_fields: []]
     ).tap do |attrs|
       attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'
 

app/controllers/templates_share_link_controller.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+class TemplatesShareLinkController < ApplicationController
+  load_and_authorize_resource :template
+
+  def show; end
+
+  def create
+    authorize!(:update, @template)
+
+    @template.update!(template_params)
+
+    if params[:redir].present?
+      redirect_to params[:redir]
+    else
+      head :ok
+    end
+  end
+
+  private
+
+  def template_params
+    params.require(:template).permit(:shared_link)
+  end
+end

app/controllers/templates_uploads_controller.rb

@@ -23,7 +23,9 @@ class TemplatesUploadsController < ApplicationController
 
     @template.update!(schema:)
 
-    enqueue_template_created_webhooks(@template)
+    WebhookUrls.enqueue_events(@template, 'template.created')
+
+    SearchEntries.enqueue_reindex(@template)
 
     redirect_to edit_template_path(@template)
   rescue Templates::CreateAttachments::PdfEncrypted
@@ -66,11 +68,4 @@ class TemplatesUploadsController < ApplicationController
 
     { files: [file] }
   end
-
-  def enqueue_template_created_webhooks(template)
-    WebhookUrls.for_account_id(template.account_id, 'template.created').each do |webhook_url|
-      SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => template.id,
-                                                         'webhook_url_id' => webhook_url.id)
-    end
-  end
 end

app/controllers/webhook_events_controller.rb

@@ -0,0 +1,66 @@
+# frozen_string_literal: true
+
+class WebhookEventsController < ApplicationController
+  load_and_authorize_resource :webhook_url, parent: false, id_param: :webhook_id
+  before_action :load_webhook_event
+
+  def show
+    return unless current_ability.can?(:read, @webhook_event.record)
+
+    @data =
+      case @webhook_event.event_type
+      when 'form.started', 'form.completed', 'form.declined', 'form.viewed'
+        Submitters::SerializeForWebhook.call(@webhook_event.record)
+      when 'submission.created', 'submission.completed', 'submission.expired'
+        Submissions::SerializeForApi.call(@webhook_event.record)
+      when 'template.created', 'template.updated'
+        Templates::SerializeForApi.call(@webhook_event.record)
+      when 'submission.archived'
+        @webhook_event.record.as_json(only: %i[id archived_at])
+      end
+  end
+
+  def resend
+    id_key = WebhookUrls::EVENT_TYPE_ID_KEYS.fetch(@webhook_event.event_type.split('.').first)
+
+    last_attempt_id = @webhook_event.webhook_attempts.maximum(:id)
+
+    WebhookUrls::EVENT_TYPE_TO_JOB_CLASS[@webhook_event.event_type].perform_async(
+      id_key => @webhook_event.record_id,
+      'webhook_url_id' => @webhook_event.webhook_url_id,
+      'event_uuid' => @webhook_event.uuid,
+      'attempt' => SendWebhookRequest::MANUAL_ATTEMPT,
+      'last_status' => 0
+    )
+
+    render turbo_stream: [
+      turbo_stream.after(
+        params[:button_id],
+        helpers.tag.submit_form(
+          helpers.button_to('', refresh_settings_webhook_event_path(@webhook_url.id, @webhook_event.uuid),
+                            params: { last_attempt_id: }),
+          class: 'hidden', data: { interval: 3_000 }
+        )
+      )
+    ]
+  end
+
+  def refresh
+    return head :ok if @webhook_event.webhook_attempts.maximum(:id) == params[:last_attempt_id].to_i
+
+    render turbo_stream: [
+      turbo_stream.replace(helpers.dom_id(@webhook_event),
+                           partial: 'event_row',
+                           locals: { with_status: true, webhook_url: @webhook_url, webhook_event: @webhook_event }),
+      turbo_stream.replace(helpers.dom_id(@webhook_event, :drawer_events),
+                           partial: 'drawer_events',
+                           locals: { webhook_url: @webhook_url, webhook_event: @webhook_event })
+    ]
+  end
+
+  private
+
+  def load_webhook_event
+    @webhook_event = @webhook_url.webhook_events.find_by!(uuid: params[:id])
+  end
+end

app/controllers/webhook_settings_controller.rb

@@ -8,10 +8,26 @@ class WebhookSettingsController < ApplicationController
     @webhook_urls = @webhook_urls.order(id: :desc)
     @webhook_url = @webhook_urls.first_or_initialize
 
-    render @webhook_urls.size > 1 ? 'index' : 'show'
+    if @webhook_urls.size > 1
+      render :index
+    else
+      @webhook_events = @webhook_url.webhook_events
+
+      @webhook_events = @webhook_events.where(status: params[:status]) if %w[success error].include?(params[:status])
+
+      @pagy, @webhook_events = pagy_countless(@webhook_events.order(id: :desc))
+
+      render :show
+    end
   end
 
-  def show; end
+  def show
+    @webhook_events = @webhook_url.webhook_events
+
+    @webhook_events = @webhook_events.where(status: params[:status]) if %w[success error].include?(params[:status])
+
+    @pagy, @webhook_events = pagy_countless(@webhook_events.order(id: :desc))
+  end
 
   def new; end
 
@@ -37,13 +53,18 @@ class WebhookSettingsController < ApplicationController
   def resend
     submitter = current_account.submitters.where.not(completed_at: nil).order(:id).last
 
+    authorize!(:read, submitter)
+
     if submitter.blank? || @webhook_url.blank?
       return redirect_back(fallback_location: settings_webhooks_path,
                            alert: I18n.t('unable_to_resend_webhook_request'))
     end
 
-    SendFormCompletedWebhookRequestJob.perform_async('submitter_id' => submitter.id,
+    SendTestWebhookRequestJob.perform_async(
-                                                     'webhook_url_id' => @webhook_url.id)
+      'submitter_id' => submitter.id,
+      'event_uuid' => SecureRandom.uuid,
+      'webhook_url_id' => @webhook_url.id
+    )
 
     redirect_back(fallback_location: settings_webhooks_path, notice: I18n.t('webhook_request_has_been_sent'))
   end

app/javascript/application.js

@@ -24,6 +24,7 @@ import SubmitForm from './elements/submit_form'
 import PromptPassword from './elements/prompt_password'
 import EmailsTextarea from './elements/emails_textarea'
 import ToggleOnSubmit from './elements/toggle_on_submit'
+import CheckOnClick from './elements/check_on_click'
 import PasswordInput from './elements/password_input'
 import SearchInput from './elements/search_input'
 import ToggleAttribute from './elements/toggle_attribute'
@@ -34,6 +35,8 @@ import SetDateButton from './elements/set_date_button'
 import IndeterminateCheckbox from './elements/indeterminate_checkbox'
 import AppTour from './elements/app_tour'
 import DashboardDropzone from './elements/dashboard_dropzone'
+import RequiredCheckboxGroup from './elements/required_checkbox_group'
+import PageContainer from './elements/page_container'
 
 import * as TurboInstantClick from './lib/turbo_instant_click'
 
@@ -103,6 +106,9 @@ safeRegisterElement('set-date-button', SetDateButton)
 safeRegisterElement('indeterminate-checkbox', IndeterminateCheckbox)
 safeRegisterElement('app-tour', AppTour)
 safeRegisterElement('dashboard-dropzone', DashboardDropzone)
+safeRegisterElement('check-on-click', CheckOnClick)
+safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
+safeRegisterElement('page-container', PageContainer)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {

app/javascript/application.scss

@@ -147,3 +147,11 @@ button[disabled] .enabled {
   outline-offset: 3px;
   outline-color: hsl(var(--bc) / 0.2);
 }
+
+.font-times {
+  font-family: "Times New Roman", Times, ui-serif, serif, Cambria, Georgia;
+}
+
+.font-courier {
+  font-family: "Courier New", Consolas, "Liberation Mono", monospace, ui-monospace, SFMono-Regular, Menlo, Monaco;
+}

app/javascript/elements/check_on_click.js

@@ -0,0 +1,14 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.addEventListener('click', () => {
+      if (this.element && !this.element.disabled && !this.element.checked) {
+        this.element.checked = true
+        this.element.dispatchEvent(new Event('change', { bubbles: true }))
+      }
+    })
+  }
+
+  get element () {
+    return document.getElementById(this.dataset.elementId)
+  }
+}

app/javascript/elements/clipboard_copy.js

@@ -3,8 +3,6 @@ export default class extends HTMLElement {
     this.clearChecked()
 
     this.addEventListener('click', (e) => {
-      e.stopPropagation()
-
       const text = this.dataset.text || this.innerText.trim()
 
       if (navigator.clipboard) {

app/javascript/elements/dashboard_dropzone.js

@@ -15,6 +15,7 @@ export default targetable(class extends HTMLElement {
   static [target.static] = [
     'form',
     'fileDropzone',
+    'folderDropzone',
     'fileDropzoneLoading'
   ]
 
@@ -25,12 +26,13 @@ export default targetable(class extends HTMLElement {
     window.addEventListener('dragleave', this.onWindowDragleave)
 
     this.fileDropzone?.addEventListener('drop', this.onDropFile)
+    this.folderDropzone?.addEventListener('drop', this.onDropNewFolder)
 
     this.folderCards.forEach((el) => el.addEventListener('drop', (e) => this.onDropFolder(e, el)))
     this.templateCards.forEach((el) => el.addEventListener('drop', this.onDropTemplate))
     this.templateCards.forEach((el) => el.addEventListener('dragstart', this.onTemplateDragStart))
 
-    return [this.fileDropzone, ...this.folderCards, ...this.templateCards].forEach((el) => {
+    return [this.fileDropzone, this.folderDropzone, ...this.folderCards, ...this.templateCards].forEach((el) => {
       el?.addEventListener('dragover', this.onDragover)
       el?.addEventListener('dragleave', this.onDragleave)
     })
@@ -46,6 +48,10 @@ export default targetable(class extends HTMLElement {
   onTemplateDragStart = (e) => {
     const id = e.target.href.split('/').pop()
 
+    this.folderCards.forEach((el) => el.classList.remove('bg-base-200', 'before:hidden'))
+    this.folderDropzone?.classList?.remove('hidden')
+    window.flash?.remove()
+
     e.dataTransfer.effectAllowed = 'move'
 
     if (id) {
@@ -98,13 +104,13 @@ export default targetable(class extends HTMLElement {
       el.classList.add('opacity-50')
 
       if (e.dataTransfer.files.length) {
-        const params = new URLSearchParams({ folder_name: el.innerText }).toString()
+        const params = new URLSearchParams({ folder_name: el.innerText.trim() }).toString()
 
         this.uploadFiles(e.dataTransfer.files, `/templates_upload?${params}`)
       } else {
         const formData = new FormData()
 
-        formData.append('name', el.innerText)
+        formData.append('name', el.dataset.fullName)
 
         fetch(`/templates/${templateId}/folder`, {
           method: 'PUT',
@@ -176,6 +182,24 @@ export default targetable(class extends HTMLElement {
     }
   }
 
+  onDropNewFolder (e) {
+    e.preventDefault()
+
+    const templateId = e.dataTransfer.getData('template_id')
+
+    const a = document.createElement('a')
+
+    a.href = `/templates/${templateId}/folder/edit?autocomplete=false`
+    a.dataset.turboFrame = 'modal'
+    a.classList.add('hidden')
+
+    document.body.append(a)
+
+    a.click()
+
+    a.remove()
+  }
+
   onDragleave () {
     this.style.backgroundColor = null
 
@@ -199,6 +223,7 @@ export default targetable(class extends HTMLElement {
 
     this.isDrag = true
 
+    window.flash?.remove()
     this.fileDropzone?.classList?.remove('hidden')
 
     this.hiddenOnDrag.forEach((el) => { el.style.display = 'none' })
@@ -212,6 +237,7 @@ export default targetable(class extends HTMLElement {
     this.isDrag = false
 
     this.fileDropzone?.classList?.add('hidden')
+    this.folderDropzone?.classList?.add('hidden')
 
     this.hiddenOnDrag.forEach((el) => { el.style.display = null })
 

app/javascript/elements/folder_autocomplete.js

@@ -2,6 +2,8 @@ import autocomplete from 'autocompleter'
 
 export default class extends HTMLElement {
   connectedCallback () {
+    if (this.dataset.enabled === 'false') return
+
     autocomplete({
       input: this.input,
       preventSubmit: this.dataset.submitOnSelect === 'true' ? 0 : 1,
@@ -14,12 +16,16 @@ export default class extends HTMLElement {
   }
 
   onSelect = (item) => {
-    this.input.value = item.name
+    this.input.value = this.dataset.parentName ? item.name : item.full_name
   }
 
   fetch = (text, resolve) => {
     const queryParams = new URLSearchParams({ q: text })
 
+    if (this.dataset.parentName) {
+      queryParams.append('parent_name', this.dataset.parentName)
+    }
+
     fetch('/template_folders_autocomplete?' + queryParams).then(async (resp) => {
       const items = await resp.json()
 
@@ -34,7 +40,7 @@ export default class extends HTMLElement {
 
     div.setAttribute('dir', 'auto')
 
-    div.textContent = item.name
+    div.textContent = this.dataset.parentName ? item.name : item.full_name
 
     return div
   }

app/javascript/elements/page_container.js

@@ -0,0 +1,12 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    const image = this.querySelector('img')
+
+    image.addEventListener('load', (e) => {
+      image.setAttribute('width', e.target.naturalWidth)
+      image.setAttribute('height', e.target.naturalHeight)
+
+      this.style.aspectRatio = `${e.target.naturalWidth} / ${e.target.naturalHeight}`
+    })
+  }
+}

app/javascript/elements/required_checkbox_group.js

@@ -0,0 +1,17 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.querySelectorAll('input[type="checkbox"]').forEach(checkbox => {
+      checkbox.addEventListener('change', this.handleChange)
+    })
+  }
+
+  handleChange = () => {
+    if (this.checkedCount !== 0) {
+      this.closest('form')?.requestSubmit()
+    }
+  }
+
+  get checkedCount () {
+    return this.querySelectorAll('input[type="checkbox"]:checked').length
+  }
+}

app/javascript/elements/submit_form.js

@@ -1,5 +1,17 @@
 export default class extends HTMLElement {
   connectedCallback () {
-    this.querySelector('form').requestSubmit()
+    if (this.dataset.interval) {
+      this.interval = setInterval(() => {
+        this.querySelector('form').requestSubmit()
+      }, parseInt(this.dataset.interval))
+    } else {
+      this.querySelector('form').requestSubmit()
+    }
+  }
+
+  disconnectedCallback () {
+    if (this.interval) {
+      clearInterval(this.interval)
+    }
   }
 }

app/javascript/elements/submitter_autocomplete.js

@@ -36,7 +36,9 @@ export default class extends HTMLElement {
   }
 
   fetch = (text, resolve) => {
-    const q = text.split(/[;,\s]+/).pop().trim()
+    const q = this.dataset.field === 'email'
+      ? text.split(/[;,\s]+/).pop().trim()
+      : text
 
     if (q) {
       const queryParams = new URLSearchParams({ q, field: this.dataset.field })

app/javascript/form.js

@@ -5,6 +5,7 @@ import DownloadButton from './elements/download_button'
 import ToggleSubmit from './elements/toggle_submit'
 import FetchForm from './elements/fetch_form'
 import ScrollButtons from './elements/scroll_buttons'
+import PageContainer from './elements/page_container'
 
 const safeRegisterElement = (name, element, options = {}) => !window.customElements.get(name) && window.customElements.define(name, element, options)
 
@@ -12,6 +13,7 @@ safeRegisterElement('download-button', DownloadButton)
 safeRegisterElement('toggle-submit', ToggleSubmit)
 safeRegisterElement('fetch-form', FetchForm)
 safeRegisterElement('scroll-buttons', ScrollButtons)
+safeRegisterElement('page-container', PageContainer)
 safeRegisterElement('submission-form', class extends HTMLElement {
   connectedCallback () {
     this.appElem = document.createElement('div')

app/javascript/form.scss

@@ -70,3 +70,11 @@ button[disabled] .enabled {
 .base-radio {
   @apply radio bg-white radio-sm;
 }
+
+.font-times {
+  font-family: "Times New Roman", Times, ui-serif, serif, Cambria, Georgia;
+}
+
+.font-courier {
+  font-family: "Courier New", Consolas, "Liberation Mono", monospace, ui-monospace, SFMono-Regular, Menlo, Monaco;
+}

app/javascript/submission_form/area.vue

@@ -2,8 +2,8 @@
   <div
     class="flex absolute lg:text-base -outline-offset-1 field-area"
     dir="auto"
-    :style="computedStyle"
+    :style="[computedStyle, fontStyle]"
-    :class="{ 'text-[1.6vw] lg:text-base': !textOverflowChars, 'text-[1.0vw] lg:text-xs': textOverflowChars, 'cursor-default': !submittable, 'border border-red-100 bg-red-100 cursor-pointer': submittable, 'border border-red-100': !isActive && submittable, 'bg-opacity-80': !isActive && !isValueSet && submittable, 'outline-red-500 outline-dashed outline-2 z-10 field-area-active': isActive && submittable, 'bg-opacity-40': (isActive || isValueSet) && submittable }"
+    :class="{ 'cursor-default': !submittable, 'border border-red-100 bg-red-100 cursor-pointer': submittable, 'border border-red-100': !isActive && submittable, 'bg-opacity-80': !isActive && !isValueSet && submittable, 'outline-red-500 outline-dashed outline-2 z-10 field-area-active': isActive && submittable, 'bg-opacity-40': (isActive || isValueSet) && submittable }"
   >
     <div
       v-if="(!withFieldPlaceholder || !field.name || field.type === 'cells') && !isActive && !isValueSet && field.type !== 'checkbox' && submittable && !area.option_uuid"
@@ -23,7 +23,7 @@
     </div>
     <div
       v-if="isActive && withLabel && (!area.option_uuid || !option.value)"
-      class="absolute -top-7 rounded bg-base-content text-base-100 px-2 text-sm whitespace-nowrap pointer-events-none"
+      class="absolute -top-7 rounded bg-base-content text-base-100 px-2 text-sm whitespace-nowrap pointer-events-none field-area-active-label"
     >
       <template v-if="area.option_uuid && !option.value">
         {{ optionValue(option) }}
@@ -55,12 +55,12 @@
     >
     <div
       v-else-if="field.type === 'signature' && signature"
-      class="flex justify-between h-full gap-1 overflow-hidden"
+      class="flex justify-between h-full gap-1 overflow-hidden w-full"
-      :class="isNarrow ? 'flex-row' : 'flex-col'"
+      :class="isNarrow && (isShowSignatureId || field.preferences?.reason_field_uuid) ? 'flex-row' : 'flex-col'"
     >
       <div
         class="flex overflow-hidden"
-        :class="isNarrow ? 'w-1/2' : 'flex-grow'"
+        :class="isNarrow && (isShowSignatureId || field.preferences?.reason_field_uuid) ? 'w-1/2' : 'flex-grow'"
         style="min-height: 50%"
       >
         <img
@@ -69,7 +69,7 @@
         >
       </div>
       <div
-        v-if="withSignatureId"
+        v-if="isShowSignatureId || field.preferences?.reason_field_uuid"
         class="text-[1vw] lg:text-[0.55rem] lg:leading-[0.65rem]"
         :class="isNarrow ? 'w-1/2' : 'w-full'"
       >
@@ -236,6 +236,11 @@ export default {
       type: Object,
       required: true
     },
+    isInlineSize: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     submitter: {
       type: Object,
       required: false,
@@ -328,6 +333,13 @@ export default {
         verification: this.t('verify_id')
       }
     },
+    isShowSignatureId () {
+      if ([true, false].includes(this.field.preferences?.with_signature_id)) {
+        return this.field.preferences.with_signature_id
+      } else {
+        return this.withSignatureId
+      }
+    },
     alignClasses () {
       if (!this.field.preferences) {
         return { 'items-center': true }
@@ -348,8 +360,8 @@ export default {
       }
 
       return {
-        'font-mono': this.field.preferences.font === 'Courier',
+        'font-courier': this.field.preferences.font === 'Courier',
-        'font-serif': this.field.preferences.font === 'Times',
+        'font-times': this.field.preferences.font === 'Times',
         'font-bold': ['bold_italic', 'bold'].includes(this.field.preferences.font_type),
         italic: ['bold_italic', 'italic'].includes(this.field.preferences.font_type)
       }
@@ -427,6 +439,34 @@ export default {
         return []
       }
     },
+    fontStyle () {
+      let fontSize = ''
+
+      if (this.isInlineSize) {
+        if (this.textOverflowChars) {
+          fontSize = `${this.fontSizePx / 1.5 / 10}cqmin`
+        } else {
+          fontSize = `${this.fontSizePx / 10}cqmin`
+        }
+      } else {
+        if (this.textOverflowChars) {
+          fontSize = `clamp(1pt, ${this.fontSizePx / 1.5 / 10}vw, ${this.fontSizePx / 1.5}px)`
+        } else {
+          fontSize = `clamp(1pt, ${this.fontSizePx / 10}vw, ${this.fontSizePx}px)`
+        }
+      }
+
+      return { fontSize, lineHeight: `calc(${fontSize} * ${this.lineHeight})` }
+    },
+    fontSizePx () {
+      return parseInt(this.field?.preferences?.font_size || 11) * this.fontScale
+    },
+    lineHeight () {
+      return 1.3
+    },
+    fontScale () {
+      return 1000 / 612.0
+    },
     computedStyle () {
       const { x, y, w, h } = this.area
 
@@ -437,11 +477,6 @@ export default {
         height: h * 100 + '%'
       }
 
-      if (this.field.preferences?.font_size) {
-        style.fontSize = `clamp(4pt, 1.6vw, ${parseInt(this.field.preferences.font_size) * 1.23}pt)`
-        style.lineHeight = `clamp(6pt, 2.0vw, ${parseInt(this.field.preferences.font_size) * 1.23 + 3}pt)`
-      }
-
       if (this.field.preferences?.color) {
         style.color = this.field.preferences.color
       }
@@ -456,7 +491,7 @@ export default {
     modelValue () {
       this.$nextTick(() => {
         if (['date', 'text', 'number'].includes(this.field.type) && this.$refs.textContainer && (this.textOverflowChars === 0 || (this.textOverflowChars - 4) > `${this.modelValue}`.length)) {
-          this.textOverflowChars = this.$refs.textContainer.scrollHeight > this.$refs.textContainer.clientHeight ? `${this.modelValue || (this.withFieldPlaceholder ? this.field.name : '')}`.length : 0
+          this.textOverflowChars = this.$refs.textContainer.scrollHeight > (this.$refs.textContainer.clientHeight + 1) ? `${this.modelValue || (this.withFieldPlaceholder ? this.field.name : '')}`.length : 0
         }
       })
     }
@@ -464,7 +499,7 @@ export default {
   mounted () {
     this.$nextTick(() => {
       if (['date', 'text', 'number'].includes(this.field.type) && this.$refs.textContainer) {
-        this.textOverflowChars = this.$refs.textContainer.scrollHeight > this.$refs.textContainer.clientHeight ? `${this.modelValue || (this.withFieldPlaceholder ? this.field.name : '')}`.length : 0
+        this.textOverflowChars = this.$refs.textContainer.scrollHeight > (this.$refs.textContainer.clientHeight + 1) ? `${this.modelValue || (this.withFieldPlaceholder ? this.field.name : '')}`.length : 0
       }
     })
   },

app/javascript/submission_form/areas.vue

@@ -23,6 +23,7 @@
             :area="area"
             :submittable="submittable"
             :field-index="fieldIndex"
+            :is-inline-size="isInlineSize"
             :scroll-padding="scrollPadding"
             :submitter="submitter"
             :with-field-placeholder="withFieldPlaceholder"
@@ -110,6 +111,9 @@ export default {
     }
   },
   computed: {
+    isInlineSize () {
+      return CSS.supports('container-type: size')
+    },
     isMobileContainer () {
       const root = this.$root.$el.parentNode.getRootNode()
       const container = root.body || root.querySelector('div')

app/javascript/submission_form/dropzone.vue

@@ -95,7 +95,19 @@ export default {
   },
   methods: {
     onDropFiles (e) {
-      this.uploadFiles(e.dataTransfer.files)
+      const files = Array.from(e.dataTransfer.files).filter((f) => {
+        if (this.accept === 'image/*') {
+          return f.type.startsWith('image')
+        } else {
+          return true
+        }
+      })
+
+      if (this.accept === 'image/*' && !files.length) {
+        alert(this.t('please_upload_an_image_file'))
+      } else {
+        this.uploadFiles(files)
+      }
     },
     onSelectFiles (e) {
       e.preventDefault()

app/javascript/submission_form/form.vue

@@ -67,7 +67,7 @@
   <button
     v-if="!isFormVisible"
     id="expand_form_button"
-    class="btn btn-neutral flex text-white absolute bottom-0 w-full mb-3 expand-form-button"
+    class="btn btn-neutral flex text-white absolute bottom-0 w-full mb-3 expand-form-button text-base"
     style="width: 96%; margin-left: 2%"
     @click.prevent="[isFormVisible = true, scrollIntoField(currentField)]"
   >
@@ -1390,6 +1390,7 @@ export default {
 
         if (isLastStep && !emptyRequiredField && !this.inviteSubmitters.length && !this.optionalInviteSubmitters.length) {
           formData.append('completed', 'true')
+          formData.append('timezone', Intl.DateTimeFormat().resolvedOptions().timeZone)
         }
 
         let saveStepRequest

app/javascript/submission_form/formula_areas.vue

@@ -14,6 +14,7 @@
         <FieldArea
           v-if="isMathLoaded"
           :model-value="calculateFormula(field)"
+          :is-inline-size="isInlineSize"
           :field="field"
           :area="area"
           :submittable="false"
@@ -54,6 +55,11 @@ export default {
       isMathLoaded: false
     }
   },
+  computed: {
+    isInlineSize () {
+      return CSS.supports('container-type: size')
+    }
+  },
   async mounted () {
     const {
       create,

app/javascript/submission_form/i18n.js

@@ -1,4 +1,6 @@
 const en = {
+  please_upload_an_image_file: 'Please upload an image file',
+  must_be_characters_length: 'Must be {number} characters length',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Complete all required fields to proceed with identity verification.',
   verify_id: 'Verify ID',
   identity_verification: 'Identity verification',
@@ -98,6 +100,8 @@ const en = {
 }
 
 const es = {
+  please_upload_an_image_file: 'Por favor, sube un archivo de imagen',
+  must_be_characters_length: 'Debe tener {number} caracteres de longitud',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Complete todos los campos requeridos para continuar con la verificación de identidad.',
   verify_id: 'Verificar ID',
   identity_verification: 'Verificación de identidad',
@@ -197,6 +201,8 @@ const es = {
 }
 
 const it = {
+  please_upload_an_image_file: 'Per favore carica un file immagine',
+  must_be_characters_length: 'Deve essere lungo {number} caratteri',
   complete_all_required_fields_to_proceed_with_identity_verification: "Compila tutti i campi obbligatori per procedere con la verifica dell'identità.",
   verify_id: 'Verifica ID',
   identity_verification: "Verifica dell'identità",
@@ -296,6 +302,8 @@ const it = {
 }
 
 const de = {
+  please_upload_an_image_file: 'Bitte laden Sie eine Bilddatei hoch',
+  must_be_characters_length: 'Muss {number} Zeichen lang sein',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Vervollständigen Sie alle erforderlichen Felder, um mit der Identitätsverifizierung fortzufahren.',
   verify_id: 'ID überprüfen',
   identity_verification: 'Identitätsüberprüfung',
@@ -395,6 +403,8 @@ const de = {
 }
 
 const fr = {
+  please_upload_an_image_file: 'Veuillez télécharger un fichier image',
+  must_be_characters_length: 'Doit contenir {number} caractères',
   complete_all_required_fields_to_proceed_with_identity_verification: "Veuillez remplir tous les champs obligatoires pour continuer la vérification de l'identité.",
   verify_id: "Vérification de l'ID",
   identity_verification: "Vérification de l'identité",
@@ -494,6 +504,8 @@ const fr = {
 }
 
 const pl = {
+  please_upload_an_image_file: 'Proszę przesłać plik obrazu',
+  must_be_characters_length: 'Musi mieć długość {number} znaków',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Uzupełnij wszystkie wymagane pola, aby kontynuować weryfikację tożsamości.',
   verify_id: 'Zweryfikuj ID',
   identity_verification: 'Weryfikacja tożsamości',
@@ -593,6 +605,8 @@ const pl = {
 }
 
 const uk = {
+  please_upload_an_image_file: 'Будь ласка, завантажте файл зображення',
+  must_be_characters_length: 'Має містити {number} символів',
   complete_all_required_fields_to_proceed_with_identity_verification: "Заповніть всі обов'язкові поля, щоб продовжити перевірку особи.",
   verify_id: 'Підтвердження ідентичності',
   identity_verification: 'Ідентифікація особи',
@@ -692,6 +706,8 @@ const uk = {
 }
 
 const cs = {
+  please_upload_an_image_file: 'Nahrajte prosím obrázkový soubor',
+  must_be_characters_length: 'Musí mít délku {number} znaků',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Vyplňte všechna povinná pole, abyste mohli pokračovat v ověření identity.',
   verify_id: 'Ověřit ID',
   identity_verification: 'Ověření identity',
@@ -791,6 +807,8 @@ const cs = {
 }
 
 const pt = {
+  please_upload_an_image_file: 'Por favor, envie um arquivo de imagem',
+  must_be_characters_length: 'Deve ter {number} caracteres',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Preencha todos os campos obrigatórios para prosseguir com a verificação de identidade.',
   verify_id: 'Verificar ID',
   identity_verification: 'Verificação de identidade',
@@ -890,6 +908,8 @@ const pt = {
 }
 
 const he = {
+  please_upload_an_image_file: 'אנא העלה קובץ תמונה',
+  must_be_characters_length: 'חייב להיות באורך של {number} תווים',
   complete_all_required_fields_to_proceed_with_identity_verification: 'מלא את כל השדות הנדרשים כדי להמשיך עם אימות זהות.',
   verify_id: 'אמת מזהה',
   identity_verification: 'אימות זהות',
@@ -989,6 +1009,8 @@ const he = {
 }
 
 const nl = {
+  please_upload_an_image_file: 'Upload alstublieft een afbeeldingsbestand',
+  must_be_characters_length: 'Moet {number} tekens lang zijn',
   complete_all_required_fields_to_proceed_with_identity_verification: 'Vul alle verplichte velden in om door te gaan met de identiteitsverificatie.',
   verify_id: 'Verifiëren ID',
   identity_verification: 'Identiteitsverificatie',
@@ -1088,6 +1110,8 @@ const nl = {
 }
 
 const ar = {
+  please_upload_an_image_file: 'يرجى تحميل ملف صورة',
+  must_be_characters_length: 'يجب أن يكون الطول {number} حرفًا',
   complete_all_required_fields_to_proceed_with_identity_verification: 'أكمل جميع الحقول المطلوبة للمتابعة في التحقق من الهوية.',
   verify_id: 'تحقق من الهوية',
   identity_verification: 'التحقق من الهوية',
@@ -1187,6 +1211,8 @@ const ar = {
 }
 
 const ko = {
+  please_upload_an_image_file: '이미지 파일을 업로드해 주세요',
+  must_be_characters_length: '{number}자여야 합니다',
   complete_all_required_fields_to_proceed_with_identity_verification: '신원 확인을 진행하려면 모든 필수 필드를 작성하십시오.',
   verify_id: '아이디 확인',
   identity_verification: '신원 확인',
@@ -1286,6 +1312,8 @@ const ko = {
 }
 
 const ja = {
+  please_upload_an_image_file: '画像ファイルをアップロードしてください',
+  must_be_characters_length: '{number}文字でなければなりません',
   complete_all_required_fields_to_proceed_with_identity_verification: '本人確認を進めるには、すべての必須項目を入力してください。',
   verify_id: '本人確認',
   identity_verification: '本人確認',

app/javascript/submission_form/initials_step.vue

@@ -203,7 +203,7 @@ export default {
   emits: ['attached', 'update:model-value', 'start', 'minimize', 'focus'],
   data () {
     return {
-      isInitialsStarted: !!this.previousValue,
+      isInitialsStarted: false,
       isUsePreviousValue: true,
       isDrawInitials: false,
       uploadImageInputKey: Math.random().toString()
@@ -211,13 +211,16 @@ export default {
   },
   computed: {
     computedPreviousValue () {
-      if (this.isUsePreviousValue) {
+      if (this.isUsePreviousValue && this.field.required === true) {
         return this.previousValue
       } else {
         return null
       }
     }
   },
+  created () {
+    this.isInitialsStarted = !!this.computedPreviousValue
+  },
   async mounted () {
     this.$nextTick(() => {
       if (this.$refs.canvas) {
@@ -362,11 +365,20 @@ export default {
             formData.append('file', file)
             formData.append('submitter_slug', this.submitterSlug)
             formData.append('name', 'attachments')
+            formData.append('type', 'initials')
 
             return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: formData
-            }).then((resp) => resp.json()).then((attachment) => {
+            }).then(async (resp) => {
+              if (resp.status === 422 || resp.status === 500) {
+                const data = await resp.json()
+
+                return Promise.reject(new Error(data.error))
+              }
+
+              const attachment = await resp.json()
+
               this.$emit('attached', attachment)
               this.$emit('update:model-value', attachment.uuid)
 

app/javascript/submission_form/signature_step.vue

@@ -133,7 +133,7 @@
       class="mx-auto bg-white border border-base-300 rounded max-h-44"
     >
     <FileDropzone
-      v-if="format === 'upload' && !modelValue"
+      v-if="format === 'upload' && !modelValue && !computedPreviousValue"
       :message="`${t('upload')} ${field.name || t('signature')}`"
       :submitter-slug="submitterSlug"
       :dry-run="dryRun"
@@ -201,7 +201,7 @@
       </div>
     </div>
     <input
-      v-if="isTextSignature"
+      v-if="isTextSignature && !modelValue && !computedPreviousValue"
       id="signature_text_input"
       ref="textInput"
       class="base-input !text-2xl w-full mt-6"
@@ -391,7 +391,7 @@ export default {
   emits: ['attached', 'update:model-value', 'start', 'minimize', 'update:reason'],
   data () {
     return {
-      isSignatureStarted: !!this.previousValue,
+      isSignatureStarted: false,
       isShowQr: false,
       isOtherReason: false,
       isUsePreviousValue: true,
@@ -414,7 +414,7 @@ export default {
       }
     },
     computedPreviousValue () {
-      if (this.isUsePreviousValue) {
+      if (this.isUsePreviousValue && this.field.required === true) {
         return this.previousValue
       } else {
         return null
@@ -422,6 +422,8 @@ export default {
     }
   },
   created () {
+    this.isSignatureStarted = !!this.computedPreviousValue
+
     if (this.requireSigningReason) {
       this.field.preferences ||= {}
       this.field.preferences.reason_field_uuid ||= v4()
@@ -716,11 +718,20 @@ export default {
             formData.append('submitter_slug', this.submitterSlug)
             formData.append('name', 'attachments')
             formData.append('remember_signature', this.rememberSignature)
+            formData.append('type', 'signature')
 
             return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: formData
-            }).then((resp) => resp.json()).then((attachment) => {
+            }).then(async (resp) => {
+              if (resp.status === 422 || resp.status === 500) {
+                const data = await resp.json()
+
+                return Promise.reject(new Error(data.error))
+              }
+
+              const attachment = await resp.json()
+
               this.$emit('attached', attachment)
               this.$emit('update:model-value', attachment.uuid)
 

app/javascript/submission_form/text_step.vue

@@ -43,8 +43,8 @@
       :placeholder="`${t('type_here_')}${field.required ? '' : ` (${t('optional')})`}`"
       type="text"
       :name="`values[${field.uuid}]`"
-      @invalid="field.validation?.message ? $event.target.setCustomValidity(field.validation.message) : ''"
+      @invalid="validationMessage ? $event.target.setCustomValidity(validationMessage) : ''"
-      @input="field.validation?.message ? $event.target.setCustomValidity('') : ''"
+      @input="validationMessage ? $event.target.setCustomValidity('') : ''"
       @focus="$emit('focus')"
     >
     <textarea
@@ -127,6 +127,28 @@ export default {
         return null
       }
     },
+    lengthValidation () {
+      if (this.field.validation?.pattern) {
+        return this.field.validation.pattern.match(/^\.{(?<min>\d+),(?<max>\d+)?}$/)?.groups
+      } else {
+        return null
+      }
+    },
+    validationMessage () {
+      if (this.field.validation?.message) {
+        return this.field.validation.message
+      } else if (this.lengthValidation) {
+        const number =
+          [this.lengthValidation.min, this.lengthValidation.max]
+            .filter(Boolean)
+            .filter((v, i, a) => a.indexOf(v) === i)
+            .join('-')
+
+        return this.t('must_be_characters_length').replace('{number}', number)
+      } else {
+        return ''
+      }
+    },
     text: {
       set (value) {
         this.$emit('update:model-value', value)
@@ -151,8 +173,10 @@ export default {
     resizeTextarea () {
       const textarea = this.$refs.textarea
 
-      textarea.style.height = 'auto'
+      if (textarea) {
-      textarea.style.height = Math.min(250, textarea.scrollHeight) + 'px'
+        textarea.style.height = 'auto'
+        textarea.style.height = Math.min(250, textarea.scrollHeight) + 'px'
+      }
     },
     toggleTextArea () {
       this.isTextArea = true

app/javascript/submission_form/verification_step.vue

@@ -149,7 +149,8 @@ export default {
       return fetch(this.baseUrl + `/api/identity_verification/${this.field.uuid}`, {
         method: 'PUT',
         body: JSON.stringify({
-          submitter_slug: this.submitterSlug
+          submitter_slug: this.submitterSlug,
+          redirect_url: document.location.href
         }),
         headers: { 'Content-Type': 'application/json' }
       }).then(async (resp) => {

app/javascript/template_builder/area.vue

@@ -140,6 +140,7 @@
               :background-color="'white'"
               :with-required="false"
               :with-areas="false"
+              :with-signature-id="withSignatureId"
               @click-formula="isShowFormulaModal = true"
               @click-font="isShowFontModal = true"
               @click-description="isShowDescriptionModal = true"
@@ -172,7 +173,8 @@
       >
         <div
           v-if="isDefaultValuePresent || isValueInput || (withFieldPlaceholder && field.areas && field.type !== 'checkbox')"
-          :class="{ 'w-full h-full': ['cells', 'checkbox'].includes(field.type), 'text-[1.6vw] lg:text-base': !textOverflowChars, 'text-[1.0vw] lg:text-xs': textOverflowChars }"
+          :class="{ 'w-full h-full': ['cells', 'checkbox'].includes(field.type) }"
+          :style="fontStyle"
         >
           <div
             ref="textContainer"
@@ -315,7 +317,7 @@ export default {
     FieldSubmitter,
     IconX
   },
-  inject: ['template', 'selectedAreaRef', 'save', 't'],
+  inject: ['template', 'selectedAreaRef', 'save', 't', 'isInlineSize'],
   props: {
     area: {
       type: Object,
@@ -346,6 +348,11 @@ export default {
       required: false,
       default: false
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     defaultSubmitters: {
       type: Array,
       required: false,
@@ -385,6 +392,34 @@ export default {
     fieldNames: FieldType.computed.fieldNames,
     fieldLabels: FieldType.computed.fieldLabels,
     fieldIcons: FieldType.computed.fieldIcons,
+    fontStyle () {
+      let fontSize = ''
+
+      if (this.isInlineSize) {
+        if (this.textOverflowChars) {
+          fontSize = `${this.fontSizePx / 1.5 / 10}cqmin`
+        } else {
+          fontSize = `${this.fontSizePx / 10}cqmin`
+        }
+      } else {
+        if (this.textOverflowChars) {
+          fontSize = `clamp(1pt, ${this.fontSizePx / 1.5 / 10}vw, ${this.fontSizePx / 1.5}px)`
+        } else {
+          fontSize = `clamp(1pt, ${this.fontSizePx / 10}vw, ${this.fontSizePx}px)`
+        }
+      }
+
+      return { fontSize, lineHeight: `calc(${fontSize} * ${this.lineHeight})` }
+    },
+    fontSizePx () {
+      return parseInt(this.field?.preferences?.font_size || 11) * this.fontScale
+    },
+    lineHeight () {
+      return 1.3
+    },
+    fontScale () {
+      return 1040 / 612.0
+    },
     isDefaultValuePresent () {
       if (this.field?.type === 'radio' && this.field?.areas?.length > 1) {
         return false
@@ -413,8 +448,8 @@ export default {
         'justify-center': this.field.preferences.align === 'center',
         'justify-start': this.field.preferences.align === 'left',
         'justify-end': this.field.preferences.align === 'right',
-        'font-mono': this.field.preferences.font === 'Courier',
+        'font-courier': this.field.preferences.font === 'Courier',
-        'font-serif': this.field.preferences.font === 'Times',
+        'font-times': this.field.preferences.font === 'Times',
         'font-bold': ['bold_italic', 'bold'].includes(this.field.preferences.font_type),
         italic: ['bold_italic', 'italic'].includes(this.field.preferences.font_type)
       }
@@ -491,7 +526,7 @@ export default {
     'field.default_value' () {
       this.$nextTick(() => {
         if (['date', 'text', 'number'].includes(this.field.type) && this.field.default_value && this.$refs.textContainer && (this.textOverflowChars === 0 || (this.textOverflowChars - 4) > `${this.field.default_value}`.length)) {
-          this.textOverflowChars = this.$el.clientHeight < this.$refs.textContainer.clientHeight ? `${this.field.default_value}`.length : 0
+          this.textOverflowChars = (this.$el.clientHeight + 1) < this.$refs.textContainer.clientHeight ? `${this.field.default_value}`.length : 0
         }
       })
     }
@@ -499,7 +534,7 @@ export default {
   mounted () {
     this.$nextTick(() => {
       if (['date', 'text', 'number'].includes(this.field.type) && this.field.default_value && this.$refs.textContainer && (this.textOverflowChars === 0 || (this.textOverflowChars - 4) > `${this.field.default_value}`.length)) {
-        this.textOverflowChars = this.$el.clientHeight < this.$refs.textContainer.clientHeight ? `${this.field.default_value}`.length : 0
+        this.textOverflowChars = (this.$el.clientHeight + 1) < this.$refs.textContainer.clientHeight ? `${this.field.default_value}`.length : 0
       }
     })
   },

app/javascript/template_builder/builder.vue

@@ -79,13 +79,52 @@
           name="buttons"
         />
         <template v-else>
+          <form
+            v-if="withSignYourselfButton && template.submitters.length < 2"
+            target="_blank"
+            data-turbo="false"
+            class="inline"
+            method="post"
+            :action="`/d/${template.slug}`"
+            @submit="maybeShowErrorTemplateAlert"
+          >
+            <input
+              type="hidden"
+              name="_method"
+              value="put"
+              autocomplete="off"
+            >
+            <input
+              type="hidden"
+              name="authenticity_token"
+              :value="authenticityToken"
+              autocomplete="off"
+            >
+            <input
+              type="hidden"
+              name="selfsign"
+              value="true"
+              autocomplete="off"
+            >
+            <button
+              class="btn btn-primary btn-ghost text-base hidden md:flex"
+              type="submit"
+            >
+              <IconWritingSign
+                width="22"
+                class="inline"
+              />
+              <span class="hidden md:inline">
+                {{ t('sign_yourself') }}
+              </span>
+            </button>
+          </form>
           <a
-            v-if="withSignYourselfButton"
+            v-else-if="withSignYourselfButton"
             id="sign_yourself_button"
-            :href="template.submitters.length > 1 ? `/templates/${template.id}/submissions/new?selfsign=true` : `/d/${template.slug}`"
+            :href="`/templates/${template.id}/submissions/new?selfsign=true`"
             class="btn btn-primary btn-ghost text-base hidden md:flex"
-            :target="template.submitters.length > 1 ? '' : '_blank'"
+            data-turbo-frame="modal"
-            :data-turbo-frame="template.submitters.length > 1 ? 'modal' : ''"
             @click="maybeShowErrorTemplateAlert"
           >
             <IconWritingSign
@@ -291,6 +330,7 @@
                 :input-mode="inputMode"
                 :default-fields="[...defaultRequiredFields, ...defaultFields]"
                 :allow-draw="!onlyDefinedFields || drawField"
+                :with-signature-id="withSignatureId"
                 :data-document-uuid="document.uuid"
                 :default-submitters="defaultSubmitters"
                 :drag-field-placeholder="fieldsDragFieldRef.value || dragField"
@@ -397,6 +437,7 @@
             :default-required-fields="defaultRequiredFields"
             :field-types="fieldTypes"
             :with-sticky-submitters="withStickySubmitters"
+            :with-signature-id="withSignatureId"
             :only-defined-fields="onlyDefinedFields"
             :editable="editable"
             :show-tour-start-form="showTourStartForm"
@@ -502,7 +543,9 @@ export default {
       withPayment: this.withPayment,
       isPaymentConnected: this.isPaymentConnected,
       withFormula: this.withFormula,
+      withSignatureId: this.withSignatureId,
       withConditions: this.withConditions,
+      isInlineSize: this.isInlineSize,
       defaultDrawFieldType: this.defaultDrawFieldType,
       selectedAreaRef: computed(() => this.selectedAreaRef),
       fieldsDragFieldRef: computed(() => this.fieldsDragFieldRef)
@@ -523,6 +566,11 @@ export default {
       required: false,
       default: false
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     backgroundColor: {
       type: String,
       required: false,
@@ -754,6 +802,9 @@ export default {
     language () {
       return this.locale.split('-')[0].toLowerCase()
     },
+    isInlineSize () {
+      return CSS.supports('container-type: size')
+    },
     isMobile () {
       const isMobileSafariIos = 'ontouchstart' in window && navigator.maxTouchPoints > 0 && /AppleWebKit/i.test(navigator.userAgent)
 
@@ -1013,12 +1064,23 @@ export default {
         field.readonly = true
       }
 
+      if (type === 'datenow') {
+        field.type = 'date'
+        field.readonly = true
+        field.default_value = '{{date}}'
+      }
+
       if (type === 'date') {
         field.preferences = {
           format: this.defaultDateFormat
         }
       }
 
+      if (type === 'signature' && [true, false].includes(this.withSignatureId)) {
+        field.preferences ||= {}
+        field.preferences.with_signature_id = this.withSignatureId
+      }
+
       this.template.fields.push(field)
 
       this.save()
@@ -1411,6 +1473,12 @@ export default {
           }
         }
 
+        if (field.type === 'datenow') {
+          field.type = 'date'
+          field.readonly = true
+          field.default_value = '{{date}}'
+        }
+
         if (['stamp', 'heading'].includes(field.type)) {
           field.readonly = true
         }
@@ -1419,6 +1487,11 @@ export default {
           field.preferences ||= {}
           field.preferences.format ||= this.defaultDateFormat
         }
+
+        if (field.type === 'signature' && [true, false].includes(this.withSignatureId)) {
+          field.preferences ||= {}
+          field.preferences.with_signature_id = this.withSignatureId
+        }
       }
 
       const fieldArea = {

app/javascript/template_builder/document.vue

@@ -10,6 +10,7 @@
       :data-page="index"
       :areas="areasIndex[index]"
       :allow-draw="allowDraw"
+      :with-signature-id="withSignatureId"
       :is-drag="isDrag"
       :with-field-placeholder="withFieldPlaceholder"
       :default-fields="defaultFields"
@@ -29,6 +30,7 @@
 </template>
 <script>
 import Page from './page'
+import { reactive } from 'vue'
 
 export default {
   name: 'TemplateDocument',
@@ -65,6 +67,11 @@ export default {
       required: false,
       default: false
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     drawFieldType: {
       type: String,
       required: false,
@@ -123,14 +130,14 @@ export default {
       return this.document.metadata?.pdf?.number_of_pages || this.document.preview_images.length
     },
     sortedPreviewImages () {
-      const lazyloadMetadata = this.document.preview_images[this.document.preview_images.length - 1].metadata
+      const lazyloadMetadata = this.document.preview_images[this.document.preview_images.length - 1]?.metadata || { width: 1400, height: 1812 }
 
       return [...Array(this.numberOfPages).keys()].map((i) => {
-        return this.previewImagesIndex[i] || {
+        return this.previewImagesIndex[i] || reactive({
-          metadata: lazyloadMetadata,
+          metadata: { ...lazyloadMetadata },
           id: Math.random().toString(),
           url: this.basePreviewUrl + `/preview/${this.document.signed_uuid || this.document.uuid}/${i}.jpg`
-        }
+        })
       })
     },
     previewImagesIndex () {

app/javascript/template_builder/field.vue

@@ -125,6 +125,7 @@
                 :field="field"
                 :default-field="defaultField"
                 :editable="editable"
+                :with-signature-id="withSignatureId"
                 :background-color="dropdownBgColor"
                 @click-formula="isShowFormulaModal = true"
                 @click-font="isShowFontModal = true"
@@ -302,6 +303,11 @@ export default {
       type: Object,
       required: true
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     withOptions: {
       type: Boolean,
       required: false,

app/javascript/template_builder/field_settings.vue

@@ -153,13 +153,13 @@
       <option
         v-for="(key, value) in validations"
         :key="key"
-        :selected="field.validation?.pattern ? value === field.validation.pattern : value === 'none'"
+        :selected="lengthValidation ? key == 'length' : (field.validation?.pattern ? value === field.validation.pattern : key === 'none')"
-        :value="value"
+        :value="key"
       >
         {{ t(key) }}
       </option>
       <option
-        :selected="field.validation && !validations[field.validation.pattern]"
+        :selected="field.validation && !validations[field.validation.pattern] && !lengthValidation"
         :value="validations[field.validation?.pattern] || !field.validation?.pattern ? 'custom' : field.validation?.pattern"
       >
         {{ t('custom') }}
@@ -174,7 +174,51 @@
     </label>
   </div>
   <div
-    v-if="['text', 'cells'].includes(field.type) && field.validation && !validations[field.validation.pattern]"
+    v-if="['text', 'cells'].includes(field.type) && field.validation && lengthValidation"
+    class="py-1.5 px-1 relative flex space-x-1"
+    @click.stop
+  >
+    <div class="w-1/2 relative">
+      <input
+        :placeholder="t('min')"
+        type="number"
+        min="0"
+        :value="lengthValidation.min"
+        class="input input-bordered w-full input-xs h-7 !outline-0 bg-transparent"
+        @input="field.validation.pattern = `.{${$event.target.value || 0},${lengthValidation.max || ''}}`"
+        @blur="save"
+      >
+      <label
+        v-if="lengthValidation.min"
+        :style="{ backgroundColor }"
+        class="absolute -top-2.5 left-1.5 px-1 h-4"
+        style="font-size: 8px"
+      >
+        {{ t('min') }}
+      </label>
+    </div>
+    <div class="w-1/2 relative">
+      <input
+        :placeholder="t('max')"
+        type="number"
+        min="1"
+        class="input input-bordered w-full input-xs h-7 !outline-0 bg-transparent"
+        :value="lengthValidation.max"
+        @input="field.validation.pattern = `.{${lengthValidation.min},${$event.target.value || ''}}`"
+        @blur="save"
+      >
+      <label
+        v-if="lengthValidation.max"
+        :style="{ backgroundColor }"
+        class="absolute -top-2.5 left-1.5 px-1 h-4"
+        style="font-size: 8px"
+      >
+        {{ t('max') }}
+      </label>
+    </div>
+  </div>
+  <div
+    v-if="['text', 'cells'].includes(field.type) && field.validation && !validations[field.validation.pattern] && !lengthValidation"
     class="py-1.5 px-1 relative"
     @click.stop
   >
@@ -195,6 +239,27 @@
       {{ t('regexp_validation') }}
     </label>
   </div>
+  <div
+    v-if="['text', 'cells'].includes(field.type) && field.validation && !validations[field.validation.pattern] && !lengthValidation"
+    class="py-1.5 px-1 relative"
+    @click.stop
+  >
+    <input
+      v-model="field.validation.message"
+      :placeholder="t('error_message')"
+      dir="auto"
+      class="input input-bordered input-xs w-full max-w-xs h-7 !outline-0 bg-transparent"
+      @blur="save"
+    >
+    <label
+      v-if="field.validation.message"
+      :style="{ backgroundColor }"
+      class="absolute -top-1 left-2.5 px-1 h-4"
+      style="font-size: 8px"
+    >
+      {{ t('error_message') }}
+    </label>
+  </div>
   <div
     v-if="field.type === 'date'"
     class="py-1.5 px-1 relative"
@@ -255,6 +320,21 @@
       {{ t('format') }}
     </label>
   </div>
+  <li
+    v-if="[true, false].includes(withSignatureId) && field.type === 'signature'"
+    @click.stop
+  >
+    <label class="cursor-pointer py-1.5">
+      <input
+        :checked="field.preferences?.with_signature_id"
+        type="checkbox"
+        :disabled="!editable || (defaultField && [true, false].includes(defaultField.required))"
+        class="toggle toggle-xs"
+        @change="[field.preferences ||= {}, field.preferences.with_signature_id = $event.target.checked, save()]"
+      >
+      <span class="label-text">{{ t('signature_id') }}</span>
+    </label>
+  </li>
   <li
     v-if="withRequired && field.type !== 'phone' && field.type !== 'stamp' && field.type !== 'verification'"
     @click.stop
@@ -330,7 +410,7 @@
     v-if="field.type != 'stamp'"
     class="pb-0.5 mt-0.5"
   >
-  <li v-if="['text', 'number', 'date'].includes(field.type)">
+  <li v-if="['text', 'number', 'date', 'select'].includes(field.type)">
     <label
       class="label-text cursor-pointer text-center w-full flex items-center"
       @click="$emit('click-font')"
@@ -424,7 +504,7 @@
       </a>
     </li>
   </template>
-  <li v-if="field.areas?.length === 1 && ['date', 'signature', 'initials', 'text', 'cells'].includes(field.type)">
+  <li v-if="field.areas?.length === 1 && ['date', 'signature', 'initials', 'text', 'cells', 'stamp'].includes(field.type)">
     <a
       href="#"
       class="text-sm py-1 px-2"
@@ -460,6 +540,11 @@ export default {
       type: Object,
       required: true
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     backgroundColor: {
       type: String,
       required: false,
@@ -489,6 +574,7 @@ export default {
   emits: ['set-draw', 'scroll-to', 'click-formula', 'click-description', 'click-condition', 'click-font', 'remove-area'],
   data () {
     return {
+      selectedValidation: ''
     }
   },
   computed: {
@@ -533,8 +619,16 @@ export default {
 
       return formats
     },
+    lengthValidation () {
+      if (this.field.validation?.pattern && this.selectedValidation !== 'custom') {
+        return this.field.validation.pattern.match(/^\.{(?<min>\d+),(?<max>\d+)?}$/)?.groups
+      } else {
+        return null
+      }
+    },
     validations () {
       return {
+        '.{0,}': 'length',
         '^[0-9]{3}-[0-9]{2}-[0-9]{4}$': 'ssn',
         '^[0-9]{2}-[0-9]{7}$': 'ein',
         '^[^@\\s]+@[^@\\s]+\\.[^@\\s]+$': 'email',
@@ -553,13 +647,21 @@ export default {
   methods: {
     onChangeValidation (event) {
       if (event.target.value === 'custom') {
-        this.field.validation = { pattern: '' }
+        this.selectedValidation = 'custom'
+
+        this.field.validation = { pattern: '', message: '' }
 
         this.$nextTick(() => this.$refs.validationCustom.focus())
       } else if (event.target.value) {
         this.field.validation ||= {}
-        this.field.validation.pattern = event.target.value
+        this.field.validation.pattern =
+          Object.keys(this.validations).find(key => this.validations[key] === event.target.value)
+
+        this.selectedValidation = event.target.value
+        delete this.field.validation.message
       } else {
+        this.selectedValidation = ''
+
         delete this.field.validation
       }
 

app/javascript/template_builder/field_type.vue

@@ -51,7 +51,7 @@
 </template>
 
 <script>
-import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId } from '@tabler/icons-vue'
+import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId, IconCalendarCheck } from '@tabler/icons-vue'
 
 export default {
   name: 'FiledTypeDropdown',
@@ -101,6 +101,7 @@ export default {
         signature: this.t('signature'),
         initials: this.t('initials'),
         date: this.t('date'),
+        datenow: this.t('date_signed'),
         number: this.t('number'),
         image: this.t('image'),
         file: this.t('file'),
@@ -142,6 +143,7 @@ export default {
         signature: IconWritingSign,
         initials: IconLetterCaseUpper,
         date: IconCalendarEvent,
+        datenow: IconCalendarCheck,
         number: IconSquareNumber1,
         image: IconPhoto,
         checkbox: IconCheckbox,
@@ -164,7 +166,7 @@ export default {
           return acc
         }, {})
       } else {
-        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading'))
+        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading' && key !== 'datenow'))
       }
     }
   },

app/javascript/template_builder/fields.vue

@@ -26,6 +26,7 @@
       :field="field"
       :type-index="fields.filter((f) => f.type === field.type).indexOf(field)"
       :editable="editable"
+      :with-signature-id="withSignatureId"
       :default-field="defaultFieldsIndex[field.name]"
       :draggable="editable"
       @dragstart="[fieldsDragFieldRef.value = field, removeDragOverlay($event), setDragPlaceholder($event)]"
@@ -253,6 +254,11 @@ export default {
       required: false,
       default: null
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     template: {
       type: Object,
       required: true
@@ -347,7 +353,7 @@ export default {
           return acc
         }, {})
       } else {
-        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading'))
+        return Object.fromEntries(Object.entries(this.fieldIcons).filter(([key]) => key !== 'heading' && key !== 'datenow'))
       }
     },
     submitterFields () {

app/javascript/template_builder/font_modal.vue

@@ -163,7 +163,7 @@
             class="flex border border-base-content/20 rounded-xl bg-white px-4 h-16 modal-field-font-preview"
             :style="{
               color: preferences.color || 'black',
-              fontSize: (preferences.font_size || 12) + 'pt',
+              fontSize: (preferences.font_size || 11) + 'pt',
             }"
             :class="textClasses"
           >
@@ -222,8 +222,8 @@ export default {
     fonts () {
       return [
         { value: null, label: 'Default' },
-        { value: 'Times', label: 'Times', class: 'font-serif' },
+        { value: 'Times', label: 'Times', class: 'font-times' },
-        { value: 'Courier', label: 'Courier', class: 'font-mono' }
+        { value: 'Courier', label: 'Courier', class: 'font-courier' }
       ]
     },
     types () {
@@ -258,8 +258,8 @@ export default {
     },
     textClasses () {
       return {
-        'font-mono': this.preferences.font === 'Courier',
+        'font-courier': this.preferences.font === 'Courier',
-        'font-serif': this.preferences.font === 'Times',
+        'font-times': this.preferences.font === 'Times',
         'justify-center': this.preferences.align === 'center',
         'justify-start': this.preferences.align === 'left',
         'justify-end': this.preferences.align === 'right',

app/javascript/template_builder/i18n.js

@@ -1,6 +1,12 @@
 const en = {
+  signature_id: 'Signature ID',
+  error_message: 'Error message',
+  length: 'Length',
+  min: 'Min',
+  max: 'Max',
   font: 'Font',
   party: 'Party',
+  date_signed: 'Date Signed',
   method: 'Method',
   reorder_fields: 'Reorder fields',
   verify_id: 'Verify ID',
@@ -167,6 +173,12 @@ const en = {
 }
 
 const es = {
+  signature_id: 'ID de Firma',
+  error_message: 'Mensaje de error',
+  length: 'Longitud',
+  min: 'Mín',
+  max: 'Máx',
+  date_signed: 'Fecha actual',
   fuente: 'Fuente',
   party: 'Parte',
   method: 'Método',
@@ -335,6 +347,12 @@ const es = {
 }
 
 const it = {
+  signature_id: 'ID firma',
+  error_message: 'Messaggio di errore',
+  length: 'Lunghezza',
+  min: 'Min',
+  max: 'Max',
+  date_signed: 'Data attuale',
   font: 'Carattere',
   party: 'Parte',
   method: 'Metodo',
@@ -503,6 +521,12 @@ const it = {
 }
 
 const pt = {
+  signature_id: 'ID da Assinatura',
+  error_message: 'Mensagem de erro',
+  length: 'Comprimento',
+  min: 'Mín',
+  max: 'Máx',
+  date_signed: 'Data atual',
   fonte: 'Fonte',
   party: 'Parte',
   method: 'Método',
@@ -671,6 +695,12 @@ const pt = {
 }
 
 const fr = {
+  signature_id: 'ID de signature',
+  error_message: 'Message d\'erreur',
+  length: 'Longueur',
+  min: 'Min',
+  max: 'Max',
+  date_signed: 'Date actuelle',
   font: 'Police',
   party: 'Partie',
   method: 'Méthode',
@@ -839,6 +869,12 @@ const fr = {
 }
 
 const de = {
+  signature_id: 'Signatur-ID',
+  error_message: 'Fehlermeldung',
+  length: 'Länge',
+  min: 'Min',
+  max: 'Max',
+  date_now: 'Akt. Datum',
   font: 'Schriftart',
   party: 'Partei',
   method: 'Verfahren',

app/javascript/template_builder/import_list.vue

@@ -406,7 +406,7 @@ export default {
               this.mappings.every((m) => m.column_index !== index)
           })
 
-          if (columnIndex !== -1) {
+          if (columnIndex !== -1 && this.rows.some((row) => row[columnIndex])) {
             this.mappings.push({ uuid: v4(), field_name: field.name, column_index: columnIndex, submitter_uuid: submitter.uuid })
           }
         })

app/javascript/template_builder/page.vue

@@ -1,8 +1,9 @@
 <template>
   <div
-    class="relative select-none"
+    class="relative select-none mb-4 before:border before:rounded before:top-0 before:bottom-0 before:left-0 before:right-0 before:absolute"
-    :class="{ 'cursor-crosshair': allowDraw }"
+    :class="{ 'cursor-crosshair': allowDraw, 'touch-none': !!drawField }"
-    :style="drawField ? 'touch-action: none' : ''"
+    style="container-type: size"
+    :style="{ aspectRatio: `${width} / ${height}`}"
   >
     <img
       ref="image"
@@ -10,7 +11,7 @@
       :src="image.url"
       :width="width"
       :height="height"
-      class="border rounded mb-4"
+      class="rounded"
       @load="onImageLoad"
     >
     <div
@@ -26,6 +27,7 @@
         :field="item.field"
         :editable="editable"
         :with-field-placeholder="withFieldPlaceholder"
+        :with-signature-id="withSignatureId"
         :default-field="defaultFieldsIndex[item.field.name]"
         :default-submitters="defaultSubmitters"
         :max-page="totalPages - 1"
@@ -77,6 +79,11 @@ export default {
       required: false,
       default: null
     },
+    withSignatureId: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     areas: {
       type: Array,
       required: false,
@@ -191,8 +198,8 @@ export default {
   },
   methods: {
     onImageLoad (e) {
-      e.target.setAttribute('width', e.target.naturalWidth)
+      this.image.metadata.width = e.target.naturalWidth
-      e.target.setAttribute('height', e.target.naturalHeight)
+      this.image.metadata.height = e.target.naturalHeight
     },
     setAreaRefs (el) {
       if (el) {

app/jobs/generate_attachment_preview_job.rb

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

app/jobs/process_submission_expired_job.rb

@@ -7,13 +7,10 @@ class ProcessSubmissionExpiredJob
     submission = Submission.find(params['submission_id'])
 
     return if submission.archived_at?
-    return if submission.template.archived_at?
+    return if submission.template&.archived_at?
     return if submission.submitters.where.not(declined_at: nil).exists?
     return unless submission.submitters.exists?(completed_at: nil)
 
-    WebhookUrls.for_account_id(submission.account_id, %w[submission.expired]).each do |webhook|
+    WebhookUrls.enqueue_events(submission, 'submission.expired')
-      SendSubmissionExpiredWebhookRequestJob.perform_async('submission_id' => submission.id,
-                                                           'webhook_url_id' => webhook.id)
-    end
   end
 end

app/jobs/process_submitter_completion_job.rb

@@ -63,16 +63,24 @@ class ProcessSubmitterCompletionJob
   end
 
   def enqueue_completed_webhooks(submitter, is_all_completed: false)
+    event_uuids = {}
+
     WebhookUrls.for_account_id(submitter.account_id, %w[form.completed submission.completed]).each do |webhook|
       if webhook.events.include?('form.completed')
+        event_uuids['form.completed'] ||= SecureRandom.uuid
+
         SendFormCompletedWebhookRequestJob.perform_async('submitter_id' => submitter.id,
+                                                         'event_uuid' => event_uuids['form.completed'],
                                                          'webhook_url_id' => webhook.id)
       end
 
-      if webhook.events.include?('submission.completed') && is_all_completed
+      next unless webhook.events.include?('submission.completed') && is_all_completed
-        SendSubmissionCompletedWebhookRequestJob.perform_async('submission_id' => submitter.submission_id,
+
-                                                               'webhook_url_id' => webhook.id)
+      event_uuids['submission.completed'] ||= SecureRandom.uuid
-      end
+
+      SendSubmissionCompletedWebhookRequestJob.perform_async('submission_id' => submitter.submission_id,
+                                                             'event_uuid' => event_uuids['submission.completed'],
+                                                             'webhook_url_id' => webhook.id)
     end
   end
 
@@ -82,7 +90,7 @@ class ProcessSubmitterCompletionJob
     user = submission.created_by_user || submitter.template.author
 
     if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false &&
-       submitter.template.preferences['completed_notification_email_enabled'] != false
+       submitter.template&.preferences&.dig('completed_notification_email_enabled') != false
       if submission.submitters.map(&:email).exclude?(user.email) &&
          user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false &&
          user.role != 'integration'
@@ -98,7 +106,7 @@ class ProcessSubmitterCompletionJob
   end
 
   def maybe_enqueue_copy_emails(submitter)
-    return if submitter.template.preferences['documents_copy_email_enabled'] == false
+    return if submitter.template&.preferences&.dig('documents_copy_email_enabled') == false
 
     configs = AccountConfigs.find_or_initialize_for_key(submitter.account,
                                                         AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
@@ -119,7 +127,7 @@ class ProcessSubmitterCompletionJob
 
   def build_bcc_addresses(submission)
     bcc = submission.preferences['bcc_completed'].presence ||
-          submission.template.preferences['bcc_completed'].presence ||
+          submission.template&.preferences&.dig('bcc_completed').presence ||
           submission.account.account_configs
                     .find_by(key: AccountConfig::BCC_EMAILS)&.value
 

app/jobs/reindex_all_search_entries_job.rb

@@ -0,0 +1,9 @@
+# frozen_string_literal: true
+
+class ReindexAllSearchEntriesJob
+  include Sidekiq::Job
+
+  def perform
+    SearchEntries.reindex_all
+  end
+end

app/jobs/reindex_search_entry_job.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+class ReindexSearchEntryJob
+  include Sidekiq::Job
+
+  InvalidFormat = Class.new(StandardError)
+
+  def perform(params = {})
+    entry = SearchEntry.find_or_initialize_by(params.slice('record_type', 'record_id'))
+
+    SearchEntries.reindex_record(entry.record)
+  end
+end

app/jobs/send_form_completed_webhook_request_job.rb

@@ -20,6 +20,9 @@ class SendFormCompletedWebhookRequestJob
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'form.completed',
+                                                event_uuid: params['event_uuid'],
+                                                record: submitter,
+                                                attempt:,
                                                 data: Submitters::SerializeForWebhook.call(submitter))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&

app/jobs/send_form_declined_webhook_request_job.rb

@@ -18,13 +18,15 @@ class SendFormDeclinedWebhookRequestJob
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'form.declined',
+                                                event_uuid: params['event_uuid'],
+                                                record: submitter,
+                                                attempt:,
                                                 data: Submitters::SerializeForWebhook.call(submitter))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || submitter.account.account_configs.exists?(key: :plan))
       SendFormDeclinedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                     'submitter_id' => submitter.id,
+                                                     **params,
-                                                     'webhook_url_id' => webhook_url.id,
                                                      'attempt' => attempt + 1,
                                                      'last_status' => resp&.status.to_i
                                                    })

app/jobs/send_form_started_webhook_request_job.rb

@@ -18,13 +18,15 @@ class SendFormStartedWebhookRequestJob
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'form.started',
+                                                event_uuid: params['event_uuid'],
+                                                record: submitter,
+                                                attempt:,
                                                 data: Submitters::SerializeForWebhook.call(submitter))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || submitter.account.account_configs.exists?(key: :plan))
       SendFormStartedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                    'submitter_id' => submitter.id,
+                                                    **params,
-                                                    'webhook_url_id' => webhook_url.id,
                                                     'attempt' => attempt + 1,
                                                     'last_status' => resp&.status.to_i
                                                   })

app/jobs/send_form_viewed_webhook_request_job.rb

@@ -18,13 +18,15 @@ class SendFormViewedWebhookRequestJob
     ActiveStorage::Current.url_options = Docuseal.default_url_options
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'form.viewed',
+                                                event_uuid: params['event_uuid'],
+                                                record: submitter,
+                                                attempt:,
                                                 data: Submitters::SerializeForWebhook.call(submitter))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || submitter.account.account_configs.exists?(key: :plan))
       SendFormViewedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                   'submitter_id' => submitter.id,
+                                                   **params,
-                                                   'webhook_url_id' => webhook_url.id,
                                                    'attempt' => attempt + 1,
                                                    'last_status' => resp&.status.to_i
                                                  })

app/jobs/send_submission_archived_webhook_request_job.rb

@@ -16,13 +16,15 @@ class SendSubmissionArchivedWebhookRequestJob
     return if webhook_url.url.blank? || webhook_url.events.exclude?('submission.archived')
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'submission.archived',
+                                                event_uuid: params['event_uuid'],
+                                                record: submission,
+                                                attempt:,
                                                 data: submission.as_json(only: %i[id archived_at]))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || submission.account.account_configs.exists?(key: :plan))
       SendSubmissionArchivedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                           'submission_id' => submission.id,
+                                                           **params,
-                                                           'webhook_url_id' => webhook_url.id,
                                                            'attempt' => attempt + 1,
                                                            'last_status' => resp&.status.to_i
                                                          })

app/jobs/send_submission_completed_webhook_request_job.rb

@@ -16,6 +16,9 @@ class SendSubmissionCompletedWebhookRequestJob
     return if webhook_url.url.blank? || webhook_url.events.exclude?('submission.completed')
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'submission.completed',
+                                                event_uuid: params['event_uuid'],
+                                                record: submission,
+                                                attempt:,
                                                 data: Submissions::SerializeForApi.call(submission))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&

app/jobs/send_submission_created_webhook_request_job.rb

@@ -16,13 +16,15 @@ class SendSubmissionCreatedWebhookRequestJob
     return if webhook_url.url.blank? || webhook_url.events.exclude?('submission.created')
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'submission.created',
+                                                event_uuid: params['event_uuid'],
+                                                record: submission,
+                                                attempt:,
                                                 data: Submissions::SerializeForApi.call(submission))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || submission.account.account_configs.exists?(key: :plan))
       SendSubmissionCreatedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                          'submission_id' => submission.id,
+                                                          **params,
-                                                          'webhook_url_id' => webhook_url.id,
                                                           'attempt' => attempt + 1,
                                                           'last_status' => resp&.status.to_i
                                                         })

app/jobs/send_submission_expired_webhook_request_job.rb

@@ -16,13 +16,15 @@ class SendSubmissionExpiredWebhookRequestJob
     return if webhook_url.url.blank? || webhook_url.events.exclude?('submission.expired')
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'submission.expired',
+                                                event_uuid: params['event_uuid'],
+                                                record: submission,
+                                                attempt:,
                                                 data: Submissions::SerializeForApi.call(submission))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || submission.account.account_configs.exists?(key: :plan))
       SendSubmissionExpiredWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                          'submission_id' => submission.id,
+                                                          **params,
-                                                          'webhook_url_id' => webhook_url.id,
                                                           'attempt' => attempt + 1,
                                                           'last_status' => resp&.status.to_i
                                                         })

app/jobs/send_template_created_webhook_request_job.rb

@@ -16,13 +16,15 @@ class SendTemplateCreatedWebhookRequestJob
     return if webhook_url.url.blank? || webhook_url.events.exclude?('template.created')
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'template.created',
+                                                event_uuid: params['event_uuid'],
+                                                record: template,
+                                                attempt:,
                                                 data: Templates::SerializeForApi.call(template))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || template.account.account_configs.exists?(key: :plan))
       SendTemplateCreatedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                        'template_id' => template.id,
+                                                        **params,
-                                                        'webhook_url_id' => webhook_url.id,
                                                         'attempt' => attempt + 1,
                                                         'last_status' => resp&.status.to_i
                                                       })

app/jobs/send_template_updated_webhook_request_job.rb

@@ -16,13 +16,15 @@ class SendTemplateUpdatedWebhookRequestJob
     return if webhook_url.url.blank? || webhook_url.events.exclude?('template.updated')
 
     resp = SendWebhookRequest.call(webhook_url, event_type: 'template.updated',
+                                                event_uuid: params['event_uuid'],
+                                                record: template,
+                                                attempt:,
                                                 data: Templates::SerializeForApi.call(template))
 
     if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
        (!Docuseal.multitenant? || template.account.account_configs.exists?(key: :plan))
       SendTemplateUpdatedWebhookRequestJob.perform_in((2**attempt).minutes, {
-                                                        'template_id' => template.id,
+                                                        **params,
-                                                        'webhook_url_id' => webhook_url.id,
                                                         'attempt' => attempt + 1,
                                                         'last_status' => resp&.status.to_i
                                                       })

app/jobs/send_test_webhook_request_job.rb

@@ -0,0 +1,26 @@
+# frozen_string_literal: true
+
+class SendTestWebhookRequestJob
+  include Sidekiq::Job
+
+  sidekiq_options retry: 0
+
+  USER_AGENT = 'DocuSeal.com Webhook'
+
+  def perform(params = {})
+    submitter = Submitter.find(params['submitter_id'])
+    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+
+    return unless webhook_url && submitter
+
+    Faraday.post(webhook_url.url,
+                 {
+                   event_type: 'form.completed',
+                   timestamp: Time.current.iso8601,
+                   data: Submitters::SerializeForWebhook.call(submitter)
+                 }.to_json,
+                 'Content-Type' => 'application/json',
+                 'User-Agent' => USER_AGENT,
+                 **webhook_url.secret.to_h)
+  end
+end

app/mailers/submitter_mailer.rb

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

app/mailers/template_mailer.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+class TemplateMailer < ApplicationMailer
+  def otp_verification_email(template, email:)
+    @template = template
+
+    @otp_code = EmailVerificationCodes.generate([email.downcase.strip, template.slug].join(':'))
+
+    assign_message_metadata('otp_verification_email', template)
+
+    mail(to: email, subject: I18n.t('email_verification'))
+  end
+end