Merge from docusealco/wip

.rubocop.yml

@@ -66,7 +66,7 @@ RSpec/ExampleLength:
   Max: 50
 
 RSpec/MultipleMemoizedHelpers:
-  Max: 9
+  Max: 15
 
 Metrics/BlockNesting:
   Max: 5

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)

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/submissions_controller.rb

@@ -10,7 +10,7 @@ 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,
@@ -80,6 +80,8 @@ module Api
         end
       end
 
+      SearchEntries.enqueue_reindex(submissions)
+
       render json: build_create_json(submissions)
     rescue Submitters::NormalizeValues::BaseError, Submissions::CreateFromSubmitters::BaseError,
            DownloadUtils::UnableToDownload => e
@@ -110,7 +112,9 @@ 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] })
+        folder = TemplateFolder.accessible_by(current_ability).find_by(name: params[:template_folder])
+
+        submissions = folder ? submissions.joins(:template).where(template: { folder_id: folder.id }) : submissions.none
       end
 
       if params.key?(:archived)
@@ -183,14 +187,15 @@ 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/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

@@ -21,17 +21,20 @@ module Api
       )
 
       cloned_template.source = :api
-      cloned_template.save!
 
       schema_documents = Templates::CloneAttachments.call(template: cloned_template,
                                                           original_template: @template,
                                                           documents: params[:documents])
 
+      cloned_template.save!
+
       WebhookUrls.for_account_id(cloned_template.account_id, 'template.created').each do |webhook_url|
         SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => cloned_template.id,
                                                            'webhook_url_id' => webhook_url.id)
       end
 
+      SearchEntries.enqueue_reindex(cloned_template)
+
       render json: Templates::SerializeForApi.call(cloned_template, schema_documents)
     end
   end

app/controllers/api/templates_controller.rb

@@ -65,6 +65,8 @@ module Api
 
       @template.update!(template_params)
 
+      SearchEntries.enqueue_reindex(@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)
@@ -86,12 +88,17 @@ 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?
+        folder = TemplateFolder.accessible_by(current_ability).find_by(name: params[:folder])
+
+        templates = folder ? templates.where(folder:) : templates.none
+      end
 
       templates
     end

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

@@ -11,11 +11,16 @@ class SendSubmissionEmailController < ApplicationController
 
   def create
     if params[:template_slug]
-      @submitter = Submitter.completed.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.completed.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
@@ -24,14 +29,18 @@ class SendSubmissionEmailController < ApplicationController
 
     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

@@ -33,12 +33,12 @@ class StartFormController < ApplicationController
     @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?)
@@ -49,10 +49,12 @@ class StartFormController < ApplicationController
         @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
       end
 
-      if @submitter.save
+      if @submitter.errors.blank? && @submitter.save
         if is_new_record
           enqueue_submission_create_webhooks(@submitter)
 
+          SearchEntries.enqueue_reindex(@submitter)
+
           if @submitter.submission.expire_at?
             ProcessSubmissionExpiredJob.perform_at(@submitter.submission.expire_at,
                                                    'submission_id' => @submitter.submission_id)
@@ -61,7 +63,7 @@ class StartFormController < ApplicationController
 
         redirect_to submit_form_path(@submitter.slug)
       else
-        render :show
+        render :show, status: :unprocessable_entity
       end
     end
   end
@@ -69,9 +71,20 @@ class StartFormController < ApplicationController
   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
@@ -102,7 +115,16 @@ class StartFormController < ApplicationController
   end
 
   def find_or_initialize_submitter(template, submitter_params)
-    Submitter
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
+
+    required_params = required_fields.index_with { |key| submitter_params[key] }
+
+    find_params = required_params.except('name')
+
+    submitter = Submitter.new if find_params.compact_blank.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)
@@ -110,7 +132,17 @@ class StartFormController < ApplicationController
       .where(external_id: nil)
       .where(ip: [nil, request.remote_ip])
       .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
-      .find_or_initialize_by(email: submitter_params[:email], **submitter_params.compact_blank)
+      .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)
@@ -123,6 +155,8 @@ class StartFormController < ApplicationController
       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|
         submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
@@ -142,7 +176,7 @@ class StartFormController < ApplicationController
   end
 
   def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
   end
 
   def submitter_params

app/controllers/submissions_archived_controller.rb

@@ -4,12 +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?

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'
@@ -56,6 +58,8 @@ class SubmissionsController < ApplicationController
 
     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,
@@ -81,7 +85,7 @@ class SubmissionsController < ApplicationController
         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

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?

app/controllers/submit_form_controller.rb

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

app/controllers/submit_form_decline_controller.rb

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

app/controllers/submit_form_download_controller.rb

@@ -14,7 +14,10 @@ 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

@@ -6,7 +6,9 @@ class TemplateFoldersAutocompleteController < ApplicationController
   LIMIT = 100
 
   def index
-    template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
+    templates_query = Template.accessible_by(current_ability).where(archived_at: nil)
+
+    template_folders = @template_folders.where(id: templates_query.select(:folder_id))
     template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
 
     render json: template_folders.as_json(only: %i[name archived_at])

app/controllers/template_folders_controller.rb

@@ -6,7 +6,7 @@ class TemplateFoldersController < ApplicationController
   def show
     @templates = @template_folder.templates.active.accessible_by(current_ability)
                                  .preload(:author, :template_accesses)
-    @templates = Templates.search(@templates, params[:q])
+    @templates = Templates.search(current_user, @templates, params[:q])
     @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
 
     @pagy, @templates = pagy_auto(@templates, limit: 12)

app/controllers/templates_archived_controller.rb

@@ -5,7 +5,7 @@ class TemplatesArchivedController < ApplicationController
 
   def index
     @templates = @templates.where.not(archived_at: nil).preload(:author, :folder, :template_accesses).order(id: :desc)
-    @templates = Templates.search(@templates, params[:q])
+    @templates = Templates.search(current_user, @templates, params[:q])
 
     @pagy, @templates = pagy_auto(@templates, limit: 12)
   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?

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
@@ -72,6 +72,8 @@ class TemplatesController < ApplicationController
     if @template.save
       Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
 
+      SearchEntries.enqueue_reindex(@template)
+
       enqueue_template_created_webhooks(@template)
 
       maybe_redirect_to_template(@template)
@@ -81,7 +83,13 @@ class TemplatesController < ApplicationController
   end
 
   def update
-    @template.update!(template_params)
+    @template.assign_attributes(template_params)
+
+    is_name_changed = @template.name_changed?
+
+    @template.save!
+
+    SearchEntries.enqueue_reindex(@template) if is_name_changed
 
     enqueue_template_updated_webhooks(@template)
 

app/controllers/templates_dashboard_controller.rb

@@ -25,7 +25,7 @@ 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])
 
       limit =
@@ -36,13 +36,15 @@ class TemplatesDashboardController < ApplicationController
         end
 
       @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
@@ -51,13 +53,18 @@ 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(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)
@@ -93,4 +100,19 @@ class TemplatesDashboardController < ApplicationController
       template_folders.order(id: :desc)
     end
   end
+
+  def load_related_submissions
+    @related_submissions = Submission.accessible_by(current_ability)
+                                     .left_joins(:template)
+                                     .where(archived_at: nil)
+                                     .where(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_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
                       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

@@ -10,7 +10,11 @@ class TemplatesShareLinkController < ApplicationController
 
     @template.update!(template_params)
 
-    head :ok
+    if params[:redir].present?
+      redirect_to params[:redir]
+    else
+      head :ok
+    end
   end
 
   private

app/controllers/templates_uploads_controller.rb

@@ -25,6 +25,8 @@ class TemplatesUploadsController < ApplicationController
 
     enqueue_template_created_webhooks(@template)
 
+    SearchEntries.enqueue_reindex(@template)
+
     redirect_to edit_template_path(@template)
   rescue Templates::CreateAttachments::PdfEncrypted
     render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password)

app/javascript/application.js

@@ -35,6 +35,7 @@ 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 * as TurboInstantClick from './lib/turbo_instant_click'
 
@@ -105,6 +106,7 @@ safeRegisterElement('indeterminate-checkbox', IndeterminateCheckbox)
 safeRegisterElement('app-tour', AppTour)
 safeRegisterElement('dashboard-dropzone', DashboardDropzone)
 safeRegisterElement('check-on-click', CheckOnClick)
+safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {

app/javascript/elements/check_on_click.js

@@ -1,7 +1,7 @@
 export default class extends HTMLElement {
   connectedCallback () {
     this.addEventListener('click', () => {
-      if (!this.element.checked) {
+      if (this.element && !this.element.disabled && !this.element.checked) {
         this.element.checked = true
         this.element.dispatchEvent(new Event('change', { bubbles: true }))
       }

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/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/submission_form/form.vue

@@ -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/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()
@@ -218,6 +218,9 @@ export default {
       }
     }
   },
+  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,
@@ -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/template_builder/builder.vue

@@ -1052,6 +1052,12 @@ 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
@@ -1450,6 +1456,12 @@ 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
         }

app/javascript/template_builder/field_settings.vue

@@ -424,7 +424,7 @@
       </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"

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

@@ -347,7 +347,7 @@ 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/i18n.js

@@ -1,6 +1,7 @@
 const en = {
   font: 'Font',
   party: 'Party',
+  date_signed: 'Date Signed',
   method: 'Method',
   reorder_fields: 'Reorder fields',
   verify_id: 'Verify ID',
@@ -167,6 +168,7 @@ const en = {
 }
 
 const es = {
+  date_signed: 'Fecha actual',
   fuente: 'Fuente',
   party: 'Parte',
   method: 'Método',
@@ -335,6 +337,7 @@ const es = {
 }
 
 const it = {
+  date_signed: 'Data attuale',
   font: 'Carattere',
   party: 'Parte',
   method: 'Metodo',
@@ -503,6 +506,7 @@ const it = {
 }
 
 const pt = {
+  date_signed: 'Data atual',
   fonte: 'Fonte',
   party: 'Parte',
   method: 'Método',
@@ -671,6 +675,7 @@ const pt = {
 }
 
 const fr = {
+  date_signed: 'Date actuelle',
   font: 'Police',
   party: 'Partie',
   method: 'Méthode',
@@ -839,6 +844,7 @@ const fr = {
 }
 
 const de = {
+  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/jobs/generate_attachment_preview_job.rb

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

app/jobs/process_submission_expired_job.rb

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

app/jobs/process_submitter_completion_job.rb

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

app/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/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/models/account_config.rb

@@ -29,6 +29,7 @@ class AccountConfig < ApplicationRecord
   ALLOW_TYPED_SIGNATURE = 'allow_typed_signature'
   ALLOW_TO_RESUBMIT = 'allow_to_resubmit'
   ALLOW_TO_DECLINE_KEY = 'allow_to_decline'
+  ALLOW_TO_PARTIAL_DOWNLOAD_KEY = 'allow_to_partial_download'
   SUBMITTER_REMINDERS = 'submitter_reminders'
   ENFORCE_SIGNING_ORDER_KEY = 'enforce_signing_order'
   FORM_COMPLETED_BUTTON_KEY = 'form_completed_button'
@@ -41,6 +42,7 @@ class AccountConfig < ApplicationRecord
   FLATTEN_RESULT_PDF_KEY = 'flatten_result_pdf'
   WITH_SIGNATURE_ID = 'with_signature_id'
   WITH_AUDIT_VALUES_KEY = 'with_audit_values'
+  WITH_AUDIT_SUBMITTER_TIMEZONE_KEY = 'with_audit_submitter_timezone'
   REQUIRE_SIGNING_REASON_KEY = 'require_signing_reason'
   REUSE_SIGNATURE_KEY = 'reuse_signature'
   COMBINE_PDF_RESULT_KEY = 'combine_pdf_result_key'

app/models/completed_submitter.rb

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

app/models/email_event.rb

@@ -20,6 +20,7 @@
 #
 #  index_email_events_on_account_id_and_event_datetime  (account_id,event_datetime)
 #  index_email_events_on_email                          (email)
+#  index_email_events_on_email_event_types              (email) WHERE ((event_type)::text = ANY ((ARRAY['bounce'::character varying, 'soft_bounce'::character varying, 'complaint'::character varying, 'soft_complaint'::character varying])::text[]))
 #  index_email_events_on_emailable                      (emailable_type,emailable_id)
 #  index_email_events_on_message_id                     (message_id)
 #

app/models/search_entry.rb

@@ -0,0 +1,29 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: search_entries
+#
+#  id          :bigint           not null, primary key
+#  ngram       :tsvector
+#  record_type :string           not null
+#  tsvector    :tsvector         not null
+#  created_at  :datetime         not null
+#  updated_at  :datetime         not null
+#  account_id  :bigint           not null
+#  record_id   :bigint           not null
+#
+# Indexes
+#
+#  index_search_entries_on_account_id_ngram_submission     (account_id,ngram) WHERE ((record_type)::text = 'Submission'::text) USING gin
+#  index_search_entries_on_account_id_ngram_submitter      (account_id,ngram) WHERE ((record_type)::text = 'Submitter'::text) USING gin
+#  index_search_entries_on_account_id_ngram_template       (account_id,ngram) WHERE ((record_type)::text = 'Template'::text) USING gin
+#  index_search_entries_on_account_id_tsvector_submission  (account_id,tsvector) WHERE ((record_type)::text = 'Submission'::text) USING gin
+#  index_search_entries_on_account_id_tsvector_submitter   (account_id,tsvector) WHERE ((record_type)::text = 'Submitter'::text) USING gin
+#  index_search_entries_on_account_id_tsvector_template    (account_id,tsvector) WHERE ((record_type)::text = 'Template'::text) USING gin
+#  index_search_entries_on_record_id_and_record_type       (record_id,record_type) UNIQUE
+#
+class SearchEntry < ApplicationRecord
+  belongs_to :record, polymorphic: true
+  belongs_to :account
+end

app/models/submission.rb

@@ -7,6 +7,7 @@
 #  id                  :bigint           not null, primary key
 #  archived_at         :datetime
 #  expire_at           :datetime
+#  name                :text
 #  preferences         :text             not null
 #  slug                :string           not null
 #  source              :text             not null
@@ -18,14 +19,16 @@
 #  updated_at          :datetime         not null
 #  account_id          :bigint           not null
 #  created_by_user_id  :bigint
-#  template_id         :bigint           not null
+#  template_id         :bigint
 #
 # Indexes
 #
-#  index_submissions_on_account_id_and_id   (account_id,id)
+#  index_submissions_on_account_id_and_id                           (account_id,id)
-#  index_submissions_on_created_by_user_id  (created_by_user_id)
+#  index_submissions_on_account_id_and_template_id_and_id           (account_id,template_id,id) WHERE (archived_at IS NULL)
-#  index_submissions_on_slug                (slug) UNIQUE
+#  index_submissions_on_account_id_and_template_id_and_id_archived  (account_id,template_id,id) WHERE (archived_at IS NOT NULL)
-#  index_submissions_on_template_id         (template_id)
+#  index_submissions_on_created_by_user_id                          (created_by_user_id)
+#  index_submissions_on_slug                                        (slug) UNIQUE
+#  index_submissions_on_template_id                                 (template_id)
 #
 # Foreign Keys
 #
@@ -33,10 +36,12 @@
 #  fk_rails_...  (template_id => templates.id)
 #
 class Submission < ApplicationRecord
-  belongs_to :template
+  belongs_to :template, optional: true
   belongs_to :account
   belongs_to :created_by_user, class_name: 'User', optional: true
 
+  has_one :search_entry, as: :record, inverse_of: :record, dependent: :destroy if SearchEntry.table_exists?
+
   has_many :submitters, dependent: :destroy
   has_many :submission_events, dependent: :destroy
 
@@ -56,6 +61,7 @@ class Submission < ApplicationRecord
   has_one_attached :combined_document
 
   has_many_attached :preview_documents
+  has_many_attached :documents
 
   has_many :template_accesses, primary_key: :template_id, foreign_key: :template_id, dependent: nil, inverse_of: false
 
@@ -96,6 +102,14 @@ class Submission < ApplicationRecord
     expire_at && expire_at <= Time.current
   end
 
+  def schema_documents
+    if template_id?
+      template_schema_documents
+    else
+      documents_attachments
+    end
+  end
+
   def fields_uuid_index
     @fields_uuid_index ||= (template_fields || template.fields).index_by { |f| f['uuid'] }
   end

app/models/submitter.rb

@@ -16,6 +16,7 @@
 #  preferences   :text             not null
 #  sent_at       :datetime
 #  slug          :string           not null
+#  timezone      :string
 #  ua            :string
 #  uuid          :string           not null
 #  values        :text             not null
@@ -27,11 +28,12 @@
 #
 # Indexes
 #
-#  index_submitters_on_account_id_and_id  (account_id,id)
+#  index_submitters_on_account_id_and_id            (account_id,id)
-#  index_submitters_on_email              (email)
+#  index_submitters_on_completed_at_and_account_id  (completed_at,account_id)
-#  index_submitters_on_external_id        (external_id)
+#  index_submitters_on_email                        (email)
-#  index_submitters_on_slug               (slug) UNIQUE
+#  index_submitters_on_external_id                  (external_id)
-#  index_submitters_on_submission_id      (submission_id)
+#  index_submitters_on_slug                         (slug) UNIQUE
+#  index_submitters_on_submission_id                (submission_id)
 #
 # Foreign Keys
 #
@@ -41,6 +43,7 @@ class Submitter < ApplicationRecord
   belongs_to :submission
   belongs_to :account
   has_one :template, through: :submission
+  has_one :search_entry, as: :record, inverse_of: :record, dependent: :destroy if SearchEntry.table_exists?
 
   attribute :values, :string, default: -> { {} }
   attribute :preferences, :string, default: -> { {} }

app/models/template.rb

@@ -23,11 +23,13 @@
 #
 # Indexes
 #
-#  index_templates_on_account_id   (account_id)
+#  index_templates_on_account_id                       (account_id)
-#  index_templates_on_author_id    (author_id)
+#  index_templates_on_account_id_and_folder_id_and_id  (account_id,folder_id,id) WHERE (archived_at IS NULL)
-#  index_templates_on_external_id  (external_id)
+#  index_templates_on_account_id_and_id_archived       (account_id,id) WHERE (archived_at IS NOT NULL)
-#  index_templates_on_folder_id    (folder_id)
+#  index_templates_on_author_id                        (author_id)
-#  index_templates_on_slug         (slug) UNIQUE
+#  index_templates_on_external_id                      (external_id)
+#  index_templates_on_folder_id                        (folder_id)
+#  index_templates_on_slug                             (slug) UNIQUE
 #
 # Foreign Keys
 #
@@ -42,6 +44,8 @@ class Template < ApplicationRecord
   belongs_to :account
   belongs_to :folder, class_name: 'TemplateFolder'
 
+  has_one :search_entry, as: :record, inverse_of: :record, dependent: :destroy if SearchEntry.table_exists?
+
   before_validation :maybe_set_default_folder, on: :create
 
   attribute :preferences, :string, default: -> { {} }

app/views/accounts/show.html.erb

@@ -14,7 +14,10 @@
           <div class="form-control">
             <%= ff.label :timezone, t('time_zone'), class: 'label' %>
             <%= ff.select :timezone, nil, {}, class: 'base-select' do %>
-              <%= time_zone_options_for_select(current_account.timezone) %>
+              <% tzinfo = TZInfo::Timezone.get(ActiveSupport::TimeZone::MAPPING[current_account.timezone] || current_account.timezone) %>
+              <% items = ActiveSupport::TimeZone.all.map { |z| [z.to_s, z.name] } %>
+              <% items.unshift([tzinfo.to_s, current_account.timezone]) unless ActiveSupport::TimeZone.all.find { |e| e.tzinfo == tzinfo } %>
+              <%= options_for_select(items, current_account.timezone) %>
             <% end %>
           </div>
           <div class="form-control">
@@ -165,6 +168,15 @@
             <% end %>
           <% end %>
         <% end %>
+        <%= render 'extra_preferences' %>
+        <% if !Docuseal.multitenant? && SearchEntry.table_exists? && (!Docuseal.fulltext_search? || params[:reindex] == 'true') && can?(:manage, EncryptedConfig) %>
+          <div class="flex items-center justify-between py-2.5">
+            <span>
+              Efficient search with search index
+            </span>
+            <%= button_to params[:reindex] == 'true' ? 'Reindex' : 'Build Search Index', settings_search_entries_reindex_index_path, method: :post, class: 'btn btn-sm btn-neutral text-white px-4' %>
+          </div>
+        <% end %>
       </div>
     <% end %>
     <%= render 'compliances' %>

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

@@ -20,7 +20,7 @@
       </a>
     </div>
   </div>
-  <div id="us_server_selector" class="flex justify-center hidden">
+  <div id="server_selector" class="flex justify-center <%= 'hidden' unless eu_server %>">
     <div class="dropdown">
       <label tabindex="0" class="relative btn btn-sm bg-transparent font-medium normal-case border-base-content/20 justify-start" style="width: 141px; padding: 0 20px">
         <% if eu_server %>

app/views/scripts/_server_selector.html.erb

@@ -2,14 +2,18 @@
   if (!window.customElements.get('server-selector')) {
     customElements.define('server-selector', class extends HTMLElement {
       connectedCallback() {
-        const usServerSelector = this.querySelector('#us_server_selector');
+        const serverSelector = this.querySelector('#server_selector');
         const globalServerSelector = this.querySelector('#global_server_selector');
         const euServerAlert = this.querySelector('#eu_server_alert');
         const timezone = Intl.DateTimeFormat().resolvedOptions().timeZone;
         const usTimezones = /^(?:America\/(?:New_York|Detroit|Kentucky|Indiana|Chicago|Menominee|North_Dakota|Denver|Boise|Phoenix|Los_Angeles|Anchorage|Juneau|Sitka|Metlakatla|Yakutat|Nome|Adak)|Pacific\/Honolulu)/;
 
+        if (!serverSelector.classList.contains('hidden')) {
+          return
+        }
+
         if (usTimezones.test(timezone)) {
-          usServerSelector.classList.remove('hidden');
+          serverSelector.classList.remove('hidden');
         } else if (timezone.includes('Europe')) {
           globalServerSelector.classList.remove('hidden');
           euServerAlert?.classList?.remove('hidden');

app/views/shared/_pagination.html.erb

@@ -1,27 +1,29 @@
-<% link = pagy_anchor(@pagy) %>
+<% link = pagy_anchor(pagy) %>
-<% if @pagy.pages > 1 %>
+<% if pagy.pages > 1 %>
   <div class="flex my-6 justify-center md:justify-between">
     <div class="hidden md:block text-sm">
-      <% if @pagy.count.nil? %>
+      <% if pagy.count.nil? %>
-        <%= t("pagination.#{local_assigns.fetch(:items_name, 'items')}.range_without_total", from: local_assigns.fetch(:from, @pagy.from), to: local_assigns.fetch(:to, @pagy.to)) %>
+        <%= t("pagination.#{local_assigns.fetch(:items_name, 'items')}.range_without_total", from: local_assigns.fetch(:from, pagy.from), to: local_assigns.fetch(:to, pagy.to)) %>
       <% else %>
-        <%= t("pagination.#{local_assigns.fetch(:items_name, 'items')}.range_with_total", from: local_assigns.fetch(:from, @pagy.from), to: local_assigns.fetch(:to, @pagy.to), count: local_assigns.fetch(:count, @pagy.count)) %>
+        <%= t("pagination.#{local_assigns.fetch(:items_name, 'items')}.range_with_total", from: local_assigns.fetch(:from, pagy.from), to: local_assigns.fetch(:to, pagy.to), count: local_assigns.fetch(:count, pagy.count)) %>
       <% end %>
       <%= local_assigns[:left_additional_html] %>
     </div>
     <div class="flex items-center space-x-1.5">
       <%= local_assigns[:right_additional_html] %>
       <div class="join">
-        <% if @pagy.prev %>
+        <% if pagy.prev %>
-          <%== link.call(@pagy.prev, '«', classes: 'join-item btn min-h-full h-10') %>
+          <%== link.call(pagy.prev, '«', classes: 'join-item btn min-h-full h-10') %>
         <% else %>
           <span class="join-item btn btn-disabled !bg-base-200 min-h-full h-10">«</span>
         <% end %>
         <span class="join-item btn font-medium uppercase min-h-full h-10">
-          <%= t('page_number', number: @pagy.page) %>
+          <%= t('page_number', number: pagy.page) %>
         </span>
-        <% if @pagy.next %>
+        <% if local_assigns[:next_page_path].present? %>
-          <%== link.call(@pagy.next, '»', classes: 'join-item btn min-h-full h-10') %>
+          <%= link_to '»', local_assigns[:next_page_path], class: 'join-item btn min-h-full h-10' %>
+        <% elsif pagy.next %>
+          <%== link.call(pagy.next, '»', classes: 'join-item btn min-h-full h-10') %>
         <% else %>
           <span class="join-item btn btn-disabled !bg-base-200 min-h-full h-10">»</span>
         <% end %>

app/views/start_form/completed.html.erb

@@ -26,9 +26,9 @@
         <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { template_slug: @template.slug, email: params[:email] }, class: 'base-button w-full' %>
       </toggle-submit>
     <% end %>
-    <% if Templates.filter_undefined_submitters(@template).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
+    <% if Templates.filter_undefined_submitters(@template.submitters).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
       <toggle-submit class="block">
-        <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: { email: params[:email] }, resubmit: true }, method: :put, class: 'white-button w-full' %>
+        <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: params.permit(:name, :email, :phone).compact_blank, resubmit: true }, method: :put, class: 'white-button w-full' %>
       </toggle-submit>
     <% end %>
   </div>

app/views/start_form/private.html.erb

@@ -1,28 +1,31 @@
 <% content_for(:html_title, "#{@template.name} | DocuSeal") %>
-<% content_for(:html_description, t('share_link_is_currently_disabled')) %>
+<% I18n.with_locale(@template.account.locale) do %>
-<div class="max-w-md mx-auto px-2 mt-12 mb-4">
+  <% content_for(:html_description, t('share_link_is_currently_disabled')) %>
-  <div class="space-y-6 mx-auto">
+<% end %>
-    <div class="space-y-6">
+<div class="max-w-md space-y-6 mx-auto px-2 mt-12 mb-4">
-      <div class="text-center w-full space-y-6">
+  <div class="text-center w-full space-y-6">
-        <%= render 'banner' %>
+    <%= render 'banner' %>
-        <p class="text-xl font-semibold text-center">
+    <p class="text-xl font-semibold text-center">
-          <%= t('share_link_is_currently_disabled') %>
+      <%= t('share_link_is_currently_disabled') %>
-        </p>
+    </p>
+  </div>
+  <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">
+    <div class="flex items-center">
+      <div class="mr-3">
+        <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
       </div>
-      <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">
+      <div>
-        <div class="flex items-center">
+        <p class="text-lg font-bold mb-1"><%= @template.name %></p>
-          <div class="mr-3">
+        <% if @template.archived_at? %>
-            <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
+          <p dir="auto" class="text-sm"><%= t('form_has_been_deleted_by_html', name: @template.account.name) %></p>
-          </div>
+        <% end %>
-          <div>
-            <p class="text-lg font-bold mb-1"><%= @template.name %></p>
-            <% if @template.archived_at? %>
-              <p dir="auto" class="text-sm"><%= t('form_has_been_deleted_by_html', name: @template.account.name) %></p>
-            <% end %>
-          </div>
-        </div>
       </div>
     </div>
   </div>
+  <% if can?(:update, @template) %>
+    <toggle-submit class="block">
+      <%= button_to button_title(title: t('enable_shared_link'), icon: svg_icon('lock_open', class: 'w-6 h-6')), template_share_link_path(@template), params: { template: { shared_link: true }, redir: start_form_path(slug: @template.slug) }, method: :post, class: 'white-button w-full' %>
+    </toggle-submit>
+  <% end %>
 </div>
 <%= render 'shared/attribution', link_path: '/start', account: @template.account %>

app/views/start_form/show.html.erb

@@ -1,5 +1,7 @@
 <% content_for(:html_title, "#{@template.name} | DocuSeal") %>
-<% content_for(:html_description, "#{@template.account.name} has invited you to fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.") %>
+<% I18n.with_locale(@template.account.locale) do %>
+  <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @template.account.name)) %>
+<% end %>
 <div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
@@ -27,13 +29,32 @@
     </div>
     <% if !@template.archived_at? && !@template.account.archived_at? %>
       <%= form_for @submitter, url: start_form_path(@template.slug), data: { turbo_frame: :_top }, method: :put, html: { class: 'space-y-4' } do |f| %>
-        <div dir="auto" class="form-control !mt-0">
+        <% if @error_message %>
-          <%= f.label :email, t('email'), class: 'label' %>
+          <div class="alert items-start bg-base-100 border border-red-400 text-red-400">
-          <%= f.email_field :email, value: current_user&.email || params[:email] || @submitter.email, required: true, class: 'base-input', placeholder: t('provide_your_email_to_start') %>
+            <%= svg_icon('info_circle', class: 'stroke-current shrink-0 h-6 w-6 mt-1') %>
-          <% if @error_message %>
+            <div class="text-sm"><%= @error_message %></div>
-            <span class="label-text-alt text-red-400 mt-1"><%= @error_message %></span>
+          </div>
-          <% end %>
+        <% end %>
-        </div>
+        <% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
+        <% multiple_fields = link_form_fields.size > 1 %>
+        <% if link_form_fields.include?('name') %>
+          <div dir="auto" class="form-control !mt-0">
+            <%= f.label :name, t('name'), class: 'label' %>
+            <%= f.text_field :name, value: current_user&.full_name || params[:name] || @submitter.name, required: true, class: 'base-input', placeholder: t(multiple_fields ? 'provide_your_name' : 'provide_your_name_to_start') %>
+          </div>
+        <% end %>
+        <% if link_form_fields.include?('email') %>
+          <div dir="auto" class="form-control !mt-0">
+            <%= f.label :email, t('email'), class: 'label' %>
+            <%= f.email_field :email, value: current_user&.email || params[:email] || @submitter.email, required: true, class: 'base-input', placeholder: t(multiple_fields ? 'provide_your_email' : 'provide_your_email_to_start') %>
+          </div>
+        <% end %>
+        <% if link_form_fields.include?('phone') %>
+          <div dir="auto" class="form-control !mt-0">
+            <%= f.label :phone, t('phone'), class: 'label' %>
+            <%= f.telephone_field :phone, value: params[:phone] || @submitter.phone, pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('#{t('use_international_format_1xxx_')}') : ''", oninput: "this.setCustomValidity('')", required: true, class: 'base-input', placeholder: t(multiple_fields ? 'provide_your_phone_in_international_format' : 'provide_your_phone_in_international_format_to_start') %>
+          </div>
+        <% end %>
         <toggle-submit dir="auto" class="form-control">
           <%= f.button button_title(title: t('start'), disabled_with: t('starting')), class: 'base-button' %>
         </toggle-submit>

app/views/submissions/_detailed_form.html.erb

@@ -20,7 +20,7 @@
                 <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
                 <submitters-autocomplete data-field="name">
                   <linked-input data-target-id="<%= "detailed_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
-                    <%= tag.input type: 'text', name: 'submission[1][submitters][][name]', autocomplete: 'off', class: 'base-input !h-10 w-full', placeholder: t('name'), required: index.zero?, value: item['email'].present? ? current_account.submitters.accessible_by(current_ability).where.not(name: nil).order(id: :desc).find_by(email: item['email'])&.name : ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.full_name : ''), dir: 'auto', id: "detailed_name_#{item['uuid']}" %>
+                    <%= tag.input type: 'text', name: 'submission[1][submitters][][name]', autocomplete: 'off', class: 'base-input !h-10 w-full', placeholder: t('name'), required: index.zero? || template.preferences['require_all_submitters'], value: item['email'].present? ? current_account.submitters.accessible_by(current_ability).where.not(name: nil).order(id: :desc).find_by(email: item['email'])&.name : ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.full_name : ''), dir: 'auto', id: "detailed_name_#{item['uuid']}" %>
                   </linked-input>
                 </submitters-autocomplete>
                 <div class="grid <%= 'md:grid-cols-2 gap-1' if submitters.size == 1 %>">

app/views/submissions/_email_form.html.erb

@@ -29,7 +29,7 @@
                   <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
                   <submitters-autocomplete data-field="email">
                     <linked-input data-target-id="<%= "email_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
-                      <%= tag.input type: 'email', multiple: true, name: 'submission[1][submitters][][email]', autocomplete: 'off', class: 'base-input !h-10 w-full', placeholder: t('email'), required: index.zero?, value: item['email'].presence || ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.email : ''), id: "email_#{item['uuid']}" %>
+                      <%= tag.input type: 'email', multiple: true, name: 'submission[1][submitters][][email]', autocomplete: 'off', class: 'base-input !h-10 w-full', placeholder: t('email'), required: index.zero? || template.preferences['require_all_submitters'], value: item['email'].presence || ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.email : ''), id: "email_#{item['uuid']}" %>
                     </linked-input>
                   </submitters-autocomplete>
                 </submitter-item>

app/views/submissions/_phone_form.html.erb

@@ -21,7 +21,7 @@
                   <input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
                   <submitters-autocomplete data-field="phone">
                     <linked-input data-target-id="<%= "phone_phone_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
-                      <%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('#{t('use_international_format_1xxx_')}') : ''", oninput: "this.setCustomValidity('')", name: 'submission[1][submitters][][phone]', autocomplete: 'off', class: 'base-input !h-10 w-full', placeholder: t('phone'), required: index.zero?, id: "phone_phone_#{item['uuid']}" %>
+                      <%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('#{t('use_international_format_1xxx_')}') : ''", oninput: "this.setCustomValidity('')", name: 'submission[1][submitters][][phone]', autocomplete: 'off', class: 'base-input !h-10 w-full', placeholder: t('phone'), required: index.zero? || template.preferences['require_all_submitters'], id: "phone_phone_#{item['uuid']}" %>
                     </linked-input>
                   </submitters-autocomplete>
                   <% if submitters.size > 1 %>

app/views/submissions/_send_email.html.erb

@@ -1,4 +1,5 @@
-<% submitter_preferences_index = template.preferences['submitters'].to_a.index_by { |e| e['uuid'] } %>
+<% submitter_preferences_index = template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] } %>
+<% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
 <div class="form-control">
   <% can_send_emails = Accounts.can_send_emails?(current_account) %>
   <div class="flex justify-between items-center">
@@ -37,18 +38,18 @@
 <% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
 <div id="message_field" class="card card-compact bg-base-300/40 hidden">
   <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template.preferences['submitters'].to_a.size > 1 %>
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
     <div class="peer-checked:hidden form-control space-y-2">
       <div class="form-control">
         <div class="flex justify-between">
           <%= f.label :subject, t('subject'), class: 'label' %>
-          <% if template.submitters.size > 1 && template.submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
             <label for="<%= toggle_uuid %>" class="label underline">
               <%= t('edit_per_party') %>
             </label>
           <% end %>
         </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
       </div>
       <div class="form-control">
         <div class="flex items-center">
@@ -58,7 +59,7 @@
           </span>
         </div>
         <autoresize-textarea>
-          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
         </autoresize-textarea>
         <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
           <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
@@ -69,10 +70,10 @@
       </div>
       <%= render 'submissions/message_fields' %>
     </div>
-    <% if template.submitters.size > 1 && template.submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
       <div class="hidden peer-checked:block form-control space-y-2">
         <% uuid = SecureRandom.uuid %>
-        <% options = template.submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
+        <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
         <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
           <ul class="tabs w-full flex flex-nowrap">
             <% options.each_with_index do |(label, val), index| %>
@@ -83,14 +84,14 @@
             <% end %>
           </ul>
         </toggle-visible>
-        <% template.submitters.each_with_index do |submitter, index| %>
+        <% template_submitters.each_with_index do |submitter, index| %>
           <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
             <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
               <div class="form-control">
                 <div class="flex justify-between">
                   <%= ff.label :subject, t('subject'), class: 'label' %>
                 </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
               </div>
               <div class="form-control">
                 <div class="flex items-center">
@@ -100,7 +101,7 @@
                   </span>
                 </div>
                 <autoresize-textarea>
-                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
                 </autoresize-textarea>
               </div>
             </div>

app/views/submissions/_value.html.erb

@@ -28,9 +28,9 @@
         </div>
       <% end %>
     </div>
-  <% elsif field['type'].in?(['image', 'initials', 'stamp']) %>
+  <% elsif field['type'].in?(['image', 'initials', 'stamp']) && attachments_index[value].image? %>
     <img class="object-contain mx-auto" src="<%= attachments_index[value].url %>" loading="lazy">
-  <% elsif field['type'].in?(['file', 'payment']) %>
+  <% elsif field['type'].in?(['file', 'payment', 'image']) %>
     <autosize-field></autosize-field>
     <div class="px-0.5 flex flex-col justify-center">
       <% Array.wrap(value).each do |val| %>

app/views/submissions/show.html.erb

@@ -4,9 +4,9 @@
 <% with_signature_id, is_combined_enabled = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID], value: true).then { |configs| [configs.any? { |e| e.key == AccountConfig::WITH_SIGNATURE_ID }, configs.any? { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }] } %>
 <div style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
-    <a href="<%= signed_in? && @submission.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
+    <a href="<%= signed_in? && @submission.account_id == current_account&.id && @submission.template ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
-      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% @submission.template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
+      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
     </a>
     <div class="space-x-3 flex items-center">
       <% last_submitter = @submission.submitters.to_a.select(&:completed_at?).max_by(&:completed_at) %>
@@ -73,13 +73,15 @@
       <% values = @submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
       <% schema = Submissions.filtered_conditions_schema(@submission, values:) %>
       <% schema.each do |item| %>
-        <% document = @submission.template_schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
+        <% document = @submission.schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
-        <a href="#<%= "page-#{document.uuid}-0" %>" onclick="[event.preventDefault(), window[event.target.closest('a').href.split('#')[1]].scrollIntoView({ behavior: 'smooth', block: 'start' })]" class="block cursor-pointer">
+        <% if document.preview_images.first %>
-          <img src="<%= Docuseal::URL_CACHE.fetch([document.id, document.uuid, 0].join(':'), expires_in: 10.minutes) { document.preview_images.first.url } %>" width="<%= document.preview_images.first.metadata['width'] %>" height="<%= document.preview_images.first.metadata['height'] %>" class="rounded border" loading="lazy">
+          <a href="#<%= "page-#{document.uuid}-0" %>" onclick="[event.preventDefault(), window[event.target.closest('a').href.split('#')[1]].scrollIntoView({ behavior: 'smooth', block: 'start' })]" class="block cursor-pointer">
-          <div class="pb-2 pt-1.5 text-center" dir="auto">
+            <img src="<%= Docuseal::URL_CACHE.fetch([document.id, document.uuid, 0].join(':'), expires_in: 10.minutes) { document.preview_images.first.url } %>" width="<%= document.preview_images.first.metadata['width'] %>" height="<%= document.preview_images.first.metadata['height'] %>" class="rounded border" loading="lazy">
-            <%= item['name'].presence || document.filename.base %>
+            <div class="pb-2 pt-1.5 text-center" dir="auto">
-          </div>
+              <%= item['name'].presence || document.filename.base %>
-        </a>
+            </div>
+          </a>
+        <% end %>
       <% end %>
     </div>
     <div id="document_view" class="w-full overflow-y-auto overflow-x-hidden mt-0.5 pt-0.5">
@@ -89,10 +91,10 @@
         <% attachments_index = ActiveStorage::Attachment.where(record: @submission.submitters, name: :attachments).preload(:blob).index_by(&:uuid) %>
         <% page_blob_struct = Struct.new(:url, :metadata, keyword_init: true) %>
         <% schema.each do |item| %>
-          <% document = @submission.template_schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
+          <% document = @submission.schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
-          <% lazyload_metadata = document.preview_images.first.metadata %>
+          <% lazyload_metadata = document.preview_images.first&.metadata || {} %>
           <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
             <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_uuid, "#{index}.jpg")) %>
             <div id="<%= "page-#{document.uuid}-#{index}" %>" class="relative">
@@ -242,9 +244,9 @@
                   <div class="w-full bg-base-300 py-1">
                     <img class="object-contain mx-auto" style="max-height: <%= field['type'] == 'signature' ? 100 : 50 %>px" height="<%= attachments_index[value].metadata['height'] %>" width="<%= attachments_index[value].metadata['width'] %>" src="<%= attachments_index[value].url %>" loading="lazy">
                   </div>
-                <% elsif field['type'].in?(['image', 'stamp']) %>
+                <% elsif field['type'].in?(['image', 'stamp']) && attachments_index[value].image? %>
                   <img class="object-contain mx-auto max-h-28" style="max-height: 200px" height="<%= attachments_index[value].metadata['height'] %>" width="<%= attachments_index[value].metadata['width'] %>" src="<%= attachments_index[value].url %>" loading="lazy">
-                <% elsif field['type'] == 'file' || field['type'] == 'payment' %>
+                <% elsif field['type'].in?(['file', 'payment', 'image']) %>
                   <div class="flex flex-col justify-center">
                     <% Array.wrap(value).each do |val| %>
                       <a target="_blank" class="flex items-center space-x-1" href="<%= attachments_index[val].url %>">

app/views/submissions_dashboard/index.html.erb

@@ -26,7 +26,7 @@
   </div>
 </div>
 <% view_archived_html = capture do %>
-  <% if current_account.submissions.where.not(archived_at: nil).exists? %>
+  <% if can?(:manage, :countless) || current_account.submissions.where.not(archived_at: nil).exists? %>
     <div>
       <a href="<%= submissions_archived_index_path %>" class="link text-sm"><%= t('view_archived') %></a>
     </div>

app/views/submissions_preview/completed.html.erb

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

app/views/submit_form/_submission_form.html.erb

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

app/views/submit_form/archived.html.erb

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

app/views/submit_form/awaiting.html.erb

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

app/views/submit_form/completed.html.erb

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

app/views/submit_form/declined.html.erb

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

app/views/submit_form/expired.html.erb

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

app/views/submit_form/show.html.erb

@@ -1,5 +1,7 @@
-<% content_for(:html_title, "#{@submitter.submission.template.name} | DocuSeal") %>
+<% content_for(:html_title, "#{@submitter.submission.name || @submitter.submission.template.name} | DocuSeal") %>
-<% content_for(:html_description, "#{@submitter.account.name} has invited you to fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.") %>
+<% I18n.with_locale(@submitter.account.locale) do %>
+  <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @submitter.account.name)) %>
+<% end %>
 <% fields_index = Templates.build_field_areas_index(@submitter.submission.template_fields || @submitter.submission.template.fields) %>
 <% values = @submitter.submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
 <% submitters_index = @submitter.submission.submitters.index_by(&:uuid) %>
@@ -13,7 +15,7 @@
         <%= render('submit_form/banner') %>
         <div id="signing_form_header" class="sticky min-[1230px]:static top-0 z-50 bg-base-100 py-2 px-2 flex items-center md:-mx-[8px]" style="margin-bottom: -16px">
           <div class="text-xl md:text-2xl font-medium focus:text-clip" style="width: 100%; overflow: hidden; text-overflow: ellipsis; white-space: nowrap;">
-            <%= @submitter.submission.template.name %>
+            <%= @submitter.submission.name || @submitter.submission.template.name %>
           </div>
           <div class="flex items-center space-x-2" style="margin-left: 20px; flex-shrink: 0">
             <% if @form_configs[:with_decline] %>
@@ -24,16 +26,18 @@
                 <% end %>
               </div>
             <% end %>
-            <download-button data-src="<%= submit_form_download_index_path(@submitter.slug) %>" class="btn btn-neutral text-white btn-sm !px-4">
+            <% if @form_configs[:with_partial_download] %>
-              <span class="flex items-center justify-center" data-target="download-button.defaultButton">
+              <download-button data-src="<%= submit_form_download_index_path(@submitter.slug) %>" class="btn btn-neutral text-white btn-sm !px-4">
-                <%= svg_icon('download', class: 'w-6 h-6 inline md:hidden') %>
+                <span class="flex items-center justify-center" data-target="download-button.defaultButton">
-                <span class="hidden md:inline"><%= t('download') %></span>
+                  <%= svg_icon('download', class: 'w-6 h-6 inline md:hidden') %>
-              </span>
+                  <span class="hidden md:inline"><%= t('download') %></span>
-              <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                </span>
-                <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
+                <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                <span class="hidden md:inline"><%= t('downloading') %></span>
+                  <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
-              </span>
+                  <span class="hidden md:inline"><%= t('downloading') %></span>
-            </download-button>
+                </span>
+              </download-button>
+            <% end %>
           </div>
         </div>
         <scroll-buttons class="fixed right-5 top-2 hidden md:flex gap-1 z-50 ease-in-out opacity-0 -translate-y-10">
@@ -58,11 +62,11 @@
         </scroll-buttons>
       <% end %>
       <% schema.each do |item| %>
-        <% document = @submitter.submission.template_schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
+        <% document = @submitter.submission.schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
         <div id="document-<%= document.uuid %>">
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
-          <% lazyload_metadata = document.preview_images.last.metadata %>
+          <% lazyload_metadata = document.preview_images.last&.metadata || {} %>
           <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
             <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_uuid, "#{index}.jpg")) %>
             <div class="relative my-4 shadow-md">

app/views/submitter_mailer/completed_email.html.erb

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

app/views/submitter_mailer/declined_email.html.erb

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

app/views/submitter_mailer/documents_copy_email.html.erb

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

app/views/submitter_mailer/invitation_email.html.erb

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

app/views/templates/_submission.html.erb

@@ -2,12 +2,12 @@
 <div class="bg-base-200 rounded-2xl flex flex-col sm:flex-row items-strech">
   <% if local_assigns[:with_template] %>
     <% template = submission.template %>
-    <a href="<%= template_path(template) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
+    <a href="<%= template ? template_path(template) : submission_path(submission) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
       <div>
         <div class="font-medium items-start w-full group-hover:link text-sm flex space-x-1">
           <%= svg_icon('file_text', class: 'w-4 h-4 mt-0.5 flex-shrink-0') %>
           <span style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-            <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
+            <% (submission.name || template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %>
             <%= svg_icon('arrow_right', class: 'w-4 h-4 sm:inline group-hover:visible invisible hidden') %>
           </span>
         </div>
@@ -78,7 +78,7 @@
               </download-button>
             </div>
           </div>
-        <% elsif !submission.archived_at? && !template.archived_at? && !submission.expired? && !submitter.declined_at? %>
+        <% elsif !submission.archived_at? && !template&.archived_at? && !submission.expired? && !submitter.declined_at? %>
           <% if current_user.email == submitter.email %>
             <div class="flex-1 md:flex-none md:w-36 flex">
               <a href="<%= submit_form_url(slug: submitter.slug) %>" data-turbo="false" target="_blank" id="sign_yourself_button" class="btn btn-sm btn-neutral btn-outline bg-white w-full md:w-36 flex z-[1]">
@@ -101,7 +101,7 @@
             <%= t('view') %>
           </a>
         </div>
-        <% if !submission.archived_at? && !template.archived_at? && can?(:destroy, submission) %>
+        <% if !submission.archived_at? && !template&.archived_at? && can?(:destroy, submission) %>
           <span data-tip="<%= t('archive') %>" class="sm:tooltip tooltip-top">
             <%= button_to button_title(title: nil, disabled_with: t(:archive).first(4), icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: t('archive'), method: :delete %>
           </span>
@@ -164,7 +164,7 @@
                       <span class="inline"><%= t('download')[..-2] %>...</span>
                     </span>
                   </download-button>
-                <% elsif !template.archived_at? && !submission.archived_at? && !is_submission_completed && !submission.expired? && !submitter.declined_at? %>
+                <% elsif !template&.archived_at? && !submission.archived_at? && !is_submission_completed && !submission.expired? && !submitter.declined_at? %>
                   <div class="relative flex items-center space-x-3">
                     <% if current_user.email == submitter.email %>
                       <a href="<%= submit_form_url(slug: submitter.slug) %>" data-turbo="false" target="_blank" id="sign_yourself_button" class="absolute md:relative top-0 right-0 btn btn-xs btn-outline btn-neutral bg-white w-28 md:w-36 z-[1]">
@@ -208,7 +208,7 @@
             <%= t('view') %>
           </a>
         </div>
-        <% if !submission.archived_at? && !template.archived_at? %>
+        <% if !submission.archived_at? && !template&.archived_at? %>
           <span data-tip="<%= t('archive') %>" class="sm:tooltip tooltip-top">
             <%= button_to button_title(title: nil, disabled_with: t(:archive).first(4), icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: t('archive'), method: :delete %>
           </span>

app/views/templates/show.html.erb

@@ -113,7 +113,7 @@
   </div>
 <% end %>
 <% view_archived_html = capture do %>
-  <% if @template.submissions.where.not(archived_at: nil).exists? && !@template.archived_at? %>
+  <% if (can?(:manage, :countless) || @template.submissions.where.not(archived_at: nil).exists?) && !@template.archived_at? %>
     <div>
       <a href="<%= template_archived_index_path(@template) %>" class="link text-sm"><%= t('view_archived') %></a>
     </div>

app/views/templates_dashboard/index.html.erb

@@ -1,4 +1,4 @@
-<% has_archived = current_account.templates.where.not(archived_at: nil).exists? %>
+<% has_archived = can?(:manage, :countless) || current_account.templates.where.not(archived_at: nil).exists? %>
 <% show_dropzone = params[:q].blank? && @pagy.pages == 1 && ((@template_folders.size < 10 && @templates.size.zero?) || (@template_folders.size < 7 && @templates.size < 4) || (@template_folders.size < 4 && @templates.size < 7)) %>
 <% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
 <dashboard-dropzone>
@@ -56,7 +56,7 @@
   <% if @templates.present? %>
     <div class="grid gap-4 md:grid-cols-3">
       <%= render partial: 'templates/template', collection: @templates %>
-      <% if show_dropzone && (current_user.created_at > 2.weeks.ago || params[:tour] == 'true') && current_user == true_user %>
+      <% if (show_dropzone && current_user.created_at > 2.weeks.ago && current_user == true_user) || params[:tour] == 'true' %>
         <% user_config = current_user.user_configs.find_or_initialize_by(key: UserConfig::SHOW_APP_TOUR) %>
         <% if user_config.new_record? || user_config.value || params[:tour] == 'true' %>
           <div class="hidden md:block">
@@ -98,5 +98,14 @@
       <%= t('templates_not_found') %>
     </div>
   </div>
+  <% if @related_submissions.present? %>
+    <h1 class="text-2xl md:text-3xl sm:text-4xl font-bold mt-8 md:mt-4">
+      <%= t('submissions') %>
+    </h1>
+    <div class="space-y-4 mt-4">
+      <%= render partial: 'templates/submission', collection: @related_submissions, locals: { with_template: true } %>
+    </div>
+    <%= render 'shared/pagination', pagy: @related_submissions_pagy, items_name: 'submissions', next_page_path: submissions_path(q: params[:q]) %>
+  <% end %>
 <% end %>
 <%= render 'shared/review_form' %>

app/views/templates_preferences/_recipients.html.erb

@@ -0,0 +1,87 @@
+<% close_on_submit = local_assigns.fetch(:close_on_submit, true) %>
+<%= form_for template, url: template_recipients_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: :submitters_form }, data: { close_on_submit: } do |f| %>
+  <% unless close_on_submit %>
+    <toggle-on-submit data-element-id="form_saved_alert"></toggle-on-submit>
+  <% end %>
+  <div class="space-y-3 divide-y">
+    <% template.submitters.each_with_index do |submitter, index| %>
+      <div class="<%= 'pt-3' if index.positive? %>">
+        <%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :optional_invite_by_uuid, :linked_to_uuid, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'optional_invite_by_uuid', 'linked_to_uuid')), index: do |ff| %>
+          <% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : '')))) %>
+          <%= ff.hidden_field :uuid %>
+          <div class="form-control">
+            <%= ff.text_field :name, class: 'w-full outline-none border-transparent focus:border-transparent focus:ring-0 bg-base-100 px-1 peer mb-2', autocomplete: 'off', placeholder: "#{index + 1}#{(index + 1).ordinal} Party", required: true %>
+            <% if template.submitters.size == 2 %>
+              <%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
+            <% else %>
+              <toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
+                <%= ff.select :option, [[t('not_specified'), 'not_set'], (local_assigns[:with_submission_requester] != false ? [t('submission_requester'), 'is_requester'] : nil), [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }].compact, {}, class: 'base-select mb-3' %>
+              </toggle-attribute>
+              <%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
+            <% end %>
+          </div>
+          <% if template.submitters.size == 2 %>
+            <checkbox-group class="mt-3 flex items-center space-x-4">
+              <% if local_assigns[:with_submission_requester] != false %>
+                <label class="flex items-center space-x-2 cursor-pointer">
+                  <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
+                    <%= ff.check_box :is_requester, class: 'base-checkbox' %>
+                  </toggle-attribute>
+                  <span class="select-none">
+                    <%= t('submission_requester') %>
+                  </span>
+                </label>
+              <% end %>
+              <% if index == 1 %>
+                <label class="flex items-center space-x-2 cursor-pointer">
+                  <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
+                    <indeterminate-checkbox data-indeterminate="<%= ff.object.optional_invite_by_uuid.present? %>" data-show-indeterminate-id="invite_optional" data-name="<%= ff.field_name(:invite_by_uuid) %>" data-indeterminate-name="<%= ff.field_name(:optional_invite_by_uuid) %>" class="flex">
+                      <%= ff.check_box ff.object.optional_invite_by_uuid.present? ? :optional_invite_by_uuid : :invite_by_uuid, { class: 'base-checkbox' }, template.submitters.first['uuid'], '' %>
+                    </indeterminate-checkbox>
+                  </toggle-attribute>
+                  <span class="select-none">
+                    <%= t('invite_by_name', name: template.submitters.first['name']) %> <span id="invite_optional" class="<%= 'hidden' if ff.object.optional_invite_by_uuid.blank? %>">(<%= t(:optional).capitalize %>)</span>
+                  </span>
+                </label>
+              <% end %>
+            </checkbox-group>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
+  </div>
+<% end %>
+<% if local_assigns[:with_toggles] != false %>
+  <% unless current_account.account_configs.exists?(key: AccountConfig::ENFORCE_SIGNING_ORDER_KEY, value: true) %>
+    <%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
+      <div class="flex items-center pt-4 mt-4 justify-between border-t w-full">
+        <span>
+          <%= t('enforce_recipients_order') %>
+        </span>
+        <%= f.fields_for :preferences, Struct.new(:submitters_order).new(template.preferences['submitters_order']) do |ff| %>
+          <%= ff.check_box :submitters_order, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'preserved', '' %>
+        <% end %>
+      </div>
+    <% end %>
+  <% end %>
+  <% if can?(:manage, :personalization_advanced) %>
+    <%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
+      <div class="flex items-center mt-4 justify-between w-full">
+        <span>
+          <%= t('ensure_unique_recipients') %>
+        </span>
+        <%= f.fields_for :preferences, Struct.new(:validate_unique_submitters).new(template.preferences['validate_unique_submitters']) do |ff| %>
+          <%= ff.check_box :validate_unique_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
+        <% end %>
+      </div>
+    <% end %>
+  <% end %>
+<% end %>
+<div class="form-control mt-5">
+  <%= button_tag button_title(title: t('save'), disabled_with: t('updating')), class: 'base-button', form: :submitters_form %>
+  <% unless close_on_submit %>
+    <div class="flex justify-center">
+      <span id="form_saved_alert" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
+    </div>
+  <% end %>
+</div>

app/views/templates_preferences/show.html.erb

@@ -287,81 +287,8 @@
     <%= render 'templates_code_modal/preferences', class: 'pt-2' %>
   </div>
   <% if show_recipients %>
-    <div id="recipients" class="hidden mt-2 mb-4 px-5">
+    <div id="recipients" class="hidden mt-2 mb-4 px-5 pt-1 pb-2">
-      <%= form_for @template, url: template_recipients_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: :submitters_form } do |f| %>
+      <%= render 'recipients', template: @template %>
-        <div class="space-y-3 divide-y">
-          <% @template.submitters.each_with_index do |submitter, index| %>
-            <div class="pt-3">
-              <%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :optional_invite_by_uuid, :linked_to_uuid, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'optional_invite_by_uuid', 'linked_to_uuid')), index: do |ff| %>
-                <% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : '')))) %>
-                <%= ff.hidden_field :uuid %>
-                <div class="form-control">
-                  <%= ff.text_field :name, class: 'w-full outline-none border-transparent focus:border-transparent focus:ring-0 bg-base-100 px-1 peer mb-2', autocomplete: 'off', placeholder: "#{index + 1}#{(index + 1).ordinal} Party", required: true %>
-                  <% if @template.submitters.size == 2 %>
-                    <%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
-                  <% else %>
-                    <toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
-                      <%= ff.select :option, [[t('not_specified'), 'not_set'], [t('submission_requester'), 'is_requester'], [t('specified_email'), 'email'], *(@template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(@template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }], {}, class: 'base-select mb-3' %>
-                    </toggle-attribute>
-                    <%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
-                  <% end %>
-                </div>
-                <% if @template.submitters.size == 2 %>
-                  <checkbox-group class="mt-3 flex items-center space-x-4">
-                    <label class="flex items-center space-x-2 cursor-pointer">
-                      <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
-                        <%= ff.check_box :is_requester, class: 'base-checkbox' %>
-                      </toggle-attribute>
-                      <span class="select-none">
-                        <%= t('submission_requester') %>
-                      </span>
-                    </label>
-                    <% if index == 1 %>
-                      <label class="flex items-center space-x-2 cursor-pointer">
-                        <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
-                          <indeterminate-checkbox data-indeterminate="<%= ff.object.optional_invite_by_uuid.present? %>" data-show-indeterminate-id="invite_optional" data-name="<%= ff.field_name(:invite_by_uuid) %>" data-indeterminate-name="<%= ff.field_name(:optional_invite_by_uuid) %>" class="flex">
-                            <%= ff.check_box ff.object.optional_invite_by_uuid.present? ? :optional_invite_by_uuid : :invite_by_uuid, { class: 'base-checkbox' }, @template.submitters.first['uuid'], '' %>
-                          </indeterminate-checkbox>
-                        </toggle-attribute>
-                        <span class="select-none">
-                          <%= t('invite_by_name', name: @template.submitters.first['name']) %> <span id="invite_optional" class="<%= 'hidden' if ff.object.optional_invite_by_uuid.blank? %>">(<%= t(:optional).capitalize %>)</span>
-                        </span>
-                      </label>
-                    <% end %>
-                  </checkbox-group>
-                <% end %>
-              <% end %>
-            </div>
-          <% end %>
-        </div>
-      <% end %>
-      <% unless current_account.account_configs.exists?(key: AccountConfig::ENFORCE_SIGNING_ORDER_KEY, value: true) %>
-        <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
-          <div class="flex items-center pt-4 mt-4 justify-between border-t w-full">
-            <span>
-              <%= t('enforce_recipients_order') %>
-            </span>
-            <%= f.fields_for :preferences, Struct.new(:submitters_order).new(@template.preferences['submitters_order']) do |ff| %>
-              <%= ff.check_box :submitters_order, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'preserved', '' %>
-            <% end %>
-          </div>
-        <% end %>
-      <% end %>
-      <% if can?(:manage, :personalization_advanced) %>
-        <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
-          <div class="flex items-center mt-4 justify-between w-full">
-            <span>
-              <%= t('ensure_unique_recipients') %>
-            </span>
-            <%= f.fields_for :preferences, Struct.new(:validate_unique_submitters).new(@template.preferences['validate_unique_submitters']) do |ff| %>
-              <%= ff.check_box :validate_unique_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
-            <% end %>
-          </div>
-        <% end %>
-      <% end %>
-      <div class="form-control mt-5 pb-2">
-        <%= button_tag button_title(title: t('save'), disabled_with: t('updating')), class: 'base-button', form: :submitters_form %>
-      </div>
     </div>
   <% end %>
   <% if show_api %>

app/views/templates_share_link/show.html.erb

@@ -1,10 +1,10 @@
 <%= render 'shared/turbo_modal_large', title: t('share_link') do %>
   <div class="mt-2 mb-4 px-5">
     <%= form_for @template, url: template_share_link_path(@template), method: :post, html: { id: 'shared_link_form', autocomplete: 'off', class: 'mt-3' }, data: { close_on_submit: false } do |f| %>
-      <div class="flex items-center justify-between gap-1 px-1">
+      <label for="template_shared_link" class="flex items-center my-4 justify-between gap-1 alert bg-base-100 border-base-300">
         <span><%= t('enable_shared_link') %></span>
         <%= f.check_box :shared_link, { disabled: !can?(:update, @template), class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
-      </div>
+      </label>
       <div class="flex gap-2 mt-3">
         <input id="embedding_url" type="text" value="<%= start_form_url(slug: @template.slug) %>" class="base-input w-full" autocomplete="off" readonly>
         <check-on-click data-element-id="template_shared_link">
@@ -12,5 +12,34 @@
         </check-on-click>
       </div>
     <% end %>
+    <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-4 mb-5' }, data: { close_on_submit: false } do |f| %>
+      <% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
+      <label class="pl-1"><%= t('link_form_fields') %></label>
+      <required-checkbox-group class="flex flex-col md:flex-row items-center gap-2 w-full mt-2">
+        <% %w[name email phone].each do |field| %>
+          <%= label_tag "link_form_fields_#{field}", t(field), class: 'relative flex w-full md:w-1/3 items-center h-12 border-base-300 py-3.5 border rounded-xl' do %>
+            <%= check_box_tag 'template[preferences][link_form_fields][]', field, link_form_fields.include?(field), class: 'absolute !animate-none checkbox left-3', id: "link_form_fields_#{field}" %>
+            <span class="font-medium w-full text-center"><%= t(field) %></span>
+          <% end %>
+        <% end %>
+      </required-checkbox-group>
+    <% end %>
+    <% if Templates.filter_undefined_submitters(@template.submitters).size > 1 %>
+      <div class="alert items-start bg-base-100 border-base-300 mt-4">
+        <%= svg_icon('info_circle', class: 'stroke-current shrink-0 h-6 w-6 mt-1') %>
+        <div><%= t('this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link') %></div>
+      </div>
+    <% end %>
+    <% if @template.submitters.to_a.length > 1 %>
+      <div class="collapse collapse-arrow join-item border border-base-300 mt-4 mb-5">
+        <input type="checkbox" name="accordion">
+        <div class="collapse-title text-xl font-medium">
+          <%= t('default_parties') %>
+        </div>
+        <div class="collapse-content !pb-0">
+          <%= render 'templates_preferences/recipients', template: @template, close_on_submit: false, with_toggles: false, with_submission_requester: false %>
+        </div>
+      </div>
+    <% end %>
   </div>
 <% end %>

config/brakeman.ignore

@@ -3,6 +3,22 @@
     {
       "fingerprint": "25f4ce5fee1e1180fa1919dc4ee78db3ab3457a956e4679503aa745771a43836",
       "note": "Permitted parameters are necessary for creating submitters via API"
+    },
+    {
+      "fingerprint": "645f2f352a813105b8b2eeadc68101d2e7ea04b8e839aa1336616be56f1108ca",
+      "note": "Safe SQL"
+    },
+    {
+      "fingerprint": "5bcf4e6426d17b0efd98e47fde7c012f09500b9595af9cff226cf09341c023be",
+      "note": "Safe SQL"
+    },
+    {
+      "fingerprint": "8bf010d01d5cfabdc2124db1378ca14a24a675431047291488abc186d10ba314",
+      "note": "Safe SQL"
+    },
+    {
+      "fingerprint": "5f52190d03ee922bba9792012d8fcbeb7d4736006bb899b3be9cc10d679e0af1",
+      "note": "Safe Param"
     }
   ]
 }

config/locales/i18n.yml

@@ -22,7 +22,10 @@ en: &en
   hi_there: Hi there
   thanks: Thanks
   private: Private
+  default_parties: Default parties
+  authenticate_embedded_form_preview_with_token: Authenticate embedded form preview with token
   stripe_integration: Stripe Integration
+  require_all_recipients: Require all recipients
   stripe_account_has_been_connected: Stripe account has been connected.
   re_connect_stripe: Re-connect Stripe
   bcc_recipients: BCC recipients
@@ -113,6 +116,11 @@ en: &en
   role: Role
   reason: Reason
   provide_your_email_to_start: Provide your email to start
+  provide_your_email: Provide your email
+  provide_your_name_to_start: Provide your name to start
+  provide_your_name: Provide your name
+  provide_your_phone_in_international_format_to_start: Provide your phone in international format to start
+  provide_your_phone_in_international_format: Provide your phone in international format
   start: Start
   enforce_recipients_order: Enforce recipients order
   starting: Starting
@@ -749,6 +757,12 @@ en: &en
   share_link: Share link
   enable_shared_link: Enable shared link
   share_link_is_currently_disabled: Share link is currently disabled
+  select_data_residency: Select data residency
+  account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} has invited you to fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.'
+  review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Review or download completed documents. Fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.
+  link_form_fields: Link form fields
+  at_least_one_field_must_be_displayed_in_the_form: At least one field must be displayed in the form.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: This template has multiple parties, which prevents the use of a shared link as it's unclear which party is responsible for specific fields. To resolve this, define the default party details.
   submission_sources:
     api: API
     bulk: Bulk Send
@@ -851,6 +865,9 @@ en: &en
       range_without_total: "%{from}-%{to} items"
 
 es: &es
+  default_parties: Partes predeterminadas
+  authenticate_embedded_form_preview_with_token: Autenticar vista previa del formulario incrustado con token
+  require_all_recipients: Requerir a todos los destinatarios
   stripe_integration: Integración con Stripe
   stripe_account_has_been_connected: La cuenta de Stripe ha sido conectada.
   re_connect_stripe: Volver a conectar Stripe
@@ -946,6 +963,11 @@ es: &es
   role: Rol
   reason: Razón
   provide_your_email_to_start: Proporciona tu correo electrónico para comenzar
+  provide_your_email: Proporciona tu correo electrónico
+  provide_your_name_to_start: Proporciona tu nombre para comenzar
+  provide_your_name: Proporciona tu nombre
+  provide_your_phone_in_international_format_to_start: Proporciona tu teléfono en formato internacional para comenzar
+  provide_your_phone_in_international_format: Proporciona tu teléfono en formato internacional
   start: Comenzar
   starting: Comenzando
   form_has_been_deleted_by_html: 'El formulario ha sido eliminado por <span class="font-semibold">%{name}</span>.'
@@ -1581,6 +1603,12 @@ es: &es
   share_link: Enlace para compartir
   enable_shared_link: Habilitar enlace compartido
   share_link_is_currently_disabled: El enlace compartido está deshabilitado actualmente
+  select_data_residency: Seleccionar ubicación de datos
+  account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} te ha invitado a completar y firmar documentos en línea fácilmente con una solución de firma digital segura, rápida y fácil de usar.'
+  review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Revisa o descarga los documentos completados. Completa y firma documentos en línea fácilmente con una solución de firma digital segura, rápida y fácil de usar.
+  link_form_fields: Vincular campos del formulario
+  at_least_one_field_must_be_displayed_in_the_form: Al menos un campo debe mostrarse en el formulario.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Esta plantilla tiene varias partes, lo que impide el uso de un enlace compartido porque no está claro qué parte es responsable de campos específicos. Para resolverlo, define los detalles predeterminados de la parte.
   submission_sources:
     api: API
     bulk: Envío masivo
@@ -1683,6 +1711,9 @@ es: &es
       range_without_total: "%{from}-%{to} elementos"
 
 it: &it
+  default_parties: Parti predefiniti
+  authenticate_embedded_form_preview_with_token: "Autentica l'anteprima del modulo incorporato con il token"
+  require_all_recipients: Richiedi tutti i destinatari
   stripe_integration: Integrazione Stripe
   stripe_account_has_been_connected: L'account Stripe è stato collegato.
   re_connect_stripe: Ricollega Stripe
@@ -1777,6 +1808,11 @@ it: &it
   role: Ruolo
   reason: Ragione
   provide_your_email_to_start: Fornisci la tua email per iniziare
+  provide_your_email: Fornisci la tua email
+  provide_your_name_to_start: Fornisci il tuo nome per iniziare
+  provide_your_name: Fornisci il tuo nome
+  provide_your_phone_in_international_format_to_start: Fornisci il tuo telefono in formato internazionale per iniziare
+  provide_your_phone_in_international_format: Fornisci il tuo telefono in formato internazionale
   start: Inizia
   starting: Iniziando
   form_has_been_deleted_by_html: 'Il modulo è stato eliminato da <span class="font-semibold">%{name}</span>.'
@@ -2411,6 +2447,12 @@ it: &it
   share_link: Link di condivisione
   enable_shared_link: Abilita link condiviso
   share_link_is_currently_disabled: Il link condiviso è attualmente disabilitato
+  select_data_residency: Seleziona la residenza dei dati
+  account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} ti ha invitato a compilare e firmare documenti online con facilità utilizzando una soluzione di firma digitale sicura, veloce e facile da usare.'
+  review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Rivedi o scarica i documenti completati. Compila e firma documenti online facilmente con una soluzione di firma digitale sicura, veloce e facile da usare.
+  link_form_fields: Collega i campi del modulo
+  at_least_one_field_must_be_displayed_in_the_form: Almeno un campo deve essere visualizzato nel modulo.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Questo modello ha più parti, il che impedisce l’uso di un link di condivisione perché non è chiaro quale parte sia responsabile di campi specifici. Per risolvere, definisci i dettagli predefiniti della parte.
   submission_sources:
     api: API
     bulk: Invio massivo
@@ -2513,6 +2555,9 @@ it: &it
       range_without_total: "%{from}-%{to} elementi"
 
 fr: &fr
+  default_parties: Parties par défaut
+  authenticate_embedded_form_preview_with_token: Authentifier l’aperçu du formulaire intégré avec un jeton
+  require_all_recipients: Exiger tous les destinataires
   stripe_integration: Intégration Stripe
   stripe_account_has_been_connected: Le compte Stripe a été connecté.
   re_connect_stripe: Reconnecter Stripe
@@ -2607,7 +2652,12 @@ fr: &fr
   digitally_signed_by: Signé numériquement par
   role: Rôle
   reason: Raison
-  provide_your_email_to_start: Entrez votre adresse email pour commencer
+  provide_your_email_to_start: Fournissez votre e-mail pour commencer
+  provide_your_email: Fournissez votre e-mail
+  provide_your_name_to_start: Fournissez votre nom pour commencer
+  provide_your_name: Fournissez votre nom
+  provide_your_phone_in_international_format_to_start: Fournissez votre téléphone au format international pour commencer
+  provide_your_phone_in_international_format: Fournissez votre téléphone au format international
   start: Démarrer
   starting: Démarrage
   form_has_been_deleted_by_html: 'Le formulaire a été supprimé par <span class="font-semibold">%{name}</span>.'
@@ -3244,6 +3294,12 @@ fr: &fr
   share_link: Lien de partage
   enable_shared_link: Activer le lien de partage
   share_link_is_currently_disabled: Le lien de partage est actuellement désactivé
+  select_data_residency: Sélectionner la résidence des données
+  account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} vous a invité à remplir et signer des documents en ligne facilement avec une solution de signature numérique sécurisée, rapide et conviviale.'
+  review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Consultez ou téléchargez les documents complétés. Remplissez et signez des documents en ligne facilement avec une solution de signature numérique sécurisée, rapide et conviviale.
+  link_form_fields: Lier les champs du formulaire
+  at_least_one_field_must_be_displayed_in_the_form: Au moins un champ doit être affiché dans le formulaire.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Ce modèle contient plusieurs parties, ce qui empêche l’utilisation d’un lien de partage car il n’est pas clair quelle partie est responsable de certains champs. Pour résoudre cela, définissez les détails de la partie par défaut.
   submission_sources:
     api: API
     bulk: Envoi en masse
@@ -3346,6 +3402,9 @@ fr: &fr
       range_without_total: "%{from} à %{to} éléments"
 
 pt: &pt
+  default_parties: Partes padrão
+  authenticate_embedded_form_preview_with_token: Autenticar visualização incorporada do formulário com token
+  require_all_recipients: Exigir todos os destinatários
   stripe_integration: Integração com Stripe
   stripe_account_has_been_connected: Conta Stripe foi conectada.
   re_connect_stripe: Reconectar Stripe
@@ -3440,7 +3499,12 @@ pt: &pt
   digitally_signed_by: Assinado digitalmente por
   role: Função
   reason: Motivo
-  provide_your_email_to_start: Forneça o seu email para começar
+  provide_your_email_to_start: Informe seu e-mail para começar
+  provide_your_email: Informe seu e-mail
+  provide_your_name_to_start: Informe seu nome para começar
+  provide_your_name: Informe seu nome
+  provide_your_phone_in_international_format_to_start: Informe seu telefone no formato internacional para começar
+  provide_your_phone_in_international_format: Informe seu telefone no formato internacional
   start: Iniciar
   starting: Iniciando
   form_has_been_deleted_by_html: 'O formulário foi eliminado por <span class="font-semibold">%{name}</span>.'
@@ -4076,6 +4140,12 @@ pt: &pt
   share_link: Link de compartilhamento
   enable_shared_link: Ativar link compartilhado
   share_link_is_currently_disabled: O link compartilhado está desativado no momento
+  select_data_residency: Selecionar local dos dados
+  account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} convidou você para preencher e assinar documentos online com facilidade usando uma solução de assinatura digital segura, rápida e fácil de usar.'
+  review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Reveja ou baixe os documentos concluídos. Preencha e assine documentos online com facilidade usando uma solução de assinatura digital segura, rápida e fácil de usar.
+  link_form_fields: Vincular campos do formulário
+  at_least_one_field_must_be_displayed_in_the_form: Pelo menos um campo deve ser exibido no formulário.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Este modelo tem várias partes, o que impede o uso de um link de compartilhamento, pois não está claro qual parte é responsável por campos específicos. Para resolver isso, defina os detalhes padrão da parte.
   submission_sources:
     api: API
     bulk: Envio em massa
@@ -4179,6 +4249,9 @@ pt: &pt
       range_without_total: "%{from}-%{to} itens"
 
 de: &de
+  default_parties: Standardparteien
+  authenticate_embedded_form_preview_with_token: Authentifizieren Sie die eingebettete Formularvorschau mit Token
+  require_all_recipients: Alle Empfänger erforderlich
   stripe_integration: Stripe-Integration
   stripe_account_has_been_connected: Stripe-Konto wurde verbunden.
   re_connect_stripe: Stripe erneut verbinden
@@ -4273,7 +4346,12 @@ de: &de
   digitally_signed_by: Digital signiert von
   role: Rolle
   reason: Grund
-  provide_your_email_to_start: Gib deine E-Mail-Adresse ein, um zu starten
+  provide_your_email_to_start: Geben Sie Ihre E-Mail-Adresse ein, um zu starten
+  provide_your_email: Geben Sie Ihre E-Mail-Adresse ein
+  provide_your_name_to_start: Geben Sie Ihren Namen ein, um zu starten
+  provide_your_name: Geben Sie Ihren Namen ein
+  provide_your_phone_in_international_format_to_start: Geben Sie Ihre Telefonnummer im internationalen Format ein, um zu starten
+  provide_your_phone_in_international_format: Geben Sie Ihre Telefonnummer im internationalen Format ein
   start: Starten
   starting: Starten
   form_has_been_deleted_by_html: 'Das Formular wurde von <span class="font-semibold">%{name}</span> gelöscht.'
@@ -4909,6 +4987,12 @@ de: &de
   share_link: Freigabelink
   enable_shared_link: 'Freigabelink aktivieren'
   share_link_is_currently_disabled: 'Freigabelink ist derzeit deaktiviert'
+  select_data_residency: Datenstandort auswählen
+  account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} hat Sie eingeladen, Dokumente mühelos online mit einer sicheren, schnellen und benutzerfreundlichen digitalen Signaturlösung auszufüllen und zu unterschreiben.'
+  review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Überprüfen oder laden Sie abgeschlossene Dokumente herunter. Füllen und unterschreiben Sie Dokumente mühelos online mit einer sicheren, schnellen und benutzerfreundlichen digitalen Signaturlösung.
+  link_form_fields: Formularfelder verknüpfen
+  at_least_one_field_must_be_displayed_in_the_form: Mindestens ein Feld muss im Formular angezeigt werden.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Diese Vorlage enthält mehrere Parteien, was die Verwendung eines Freigabelinks verhindert, da unklar ist, welche Partei für bestimmte Felder verantwortlich ist. Um dies zu beheben, definieren Sie die Standardparteidetails.
   submission_sources:
     api: API
     bulk: Massenversand
@@ -5033,7 +5117,13 @@ pl:
   digitally_signed_by: Podpis cyfrowy przez
   form_expired_at_html: 'Formularz wygasł o <span class="font-semibold">%{time}</span>'
   role: Rola
-  provide_your_email_to_start: Podaj swój adres email, aby rozpocząć
+  provide_your_email_to_start: Podaj swój e-mail, aby rozpocząć
+  provide_your_email: Podaj swój e-mail
+  provide_your_name_to_start: Podaj swoje imię, aby rozpocząć
+  provide_your_name: Podaj swoje imię
+  provide_your_phone_in_international_format_to_start: Podaj numer telefonu w formacie międzynarodowym, aby rozpocząć
+  provide_your_phone_in_international_format: Podaj numer telefonu w formacie międzynarodowym
+  use_international_format_1xxx_: 'Użyj formatu międzynarodowego: +1xxx...'
   start: Rozpocznij
   reason: Powód
   starting: Rozpoczynanie
@@ -5080,6 +5170,9 @@ pl:
   please_enter_your_email_address_associated_with_the_completed_submission: Wprowadź adres e-mail powiązany z ukończonym zgłoszeniem.
   privacy_policy: Polityka Prywatności
   esignature_disclosure: Użycie e-podpisu
+  select_data_residency: Wybierz lokalizację danych
+  company_name: Nazwa firmy
+  optional: opcjonalne
 
 uk:
   require_phone_2fa_to_open: Вимагати двофакторну автентифікацію через телефон для відкриття
@@ -5103,7 +5196,13 @@ uk:
   digitally_signed_by: Цифровий підпис від
   verification_code_code: 'Код підтвердження: %{code}'
   role: Роль
-  provide_your_email_to_start: Введіть свій email, щоб почати
+  provide_your_email_to_start: Введіть свій емейл, щоб почати
+  provide_your_email: Введіть свій емейл
+  provide_your_name_to_start: Введіть своє ім’я, щоб почати
+  provide_your_name: Введіть своє ім’я
+  provide_your_phone_in_international_format_to_start: Введіть номер телефону у міжнародному форматі, щоб почати
+  provide_your_phone_in_international_format: Введіть номер телефону у міжнародному форматі
+  use_international_format_1xxx_: 'Використовуйте міжнародний формат: +1xxx...'
   form_expired_at_html: 'Строк подачі завершився о <span class="font-semibold">%{time}</span>'
   start: Почати
   reason: Причина
@@ -5151,6 +5250,9 @@ uk:
   please_enter_your_email_address_associated_with_the_completed_submission: "Введіть адресу електронної пошти, пов'язану із завершеним поданням."
   privacy_policy: Політика конфіденційності
   esignature_disclosure: Використання e-підпису
+  select_data_residency: Виберіть місце зберігання даних
+  company_name: Назва компанії
+  optional: необов’язково
 
 cs:
   require_phone_2fa_to_open: Vyžadovat otevření pomocí telefonního 2FA
@@ -5174,7 +5276,13 @@ cs:
   digitally_signed_by: Digitálně podepsáno uživatelem
   verification_code_code: 'Ověřovací kód: %{code}'
   role: Role
-  provide_your_email_to_start: Zadejte svůj email pro zahájení
+  provide_your_email_to_start: Zadejte svůj e-mail pro zahájení
+  provide_your_email: Zadejte svůj e-mail
+  provide_your_name_to_start: Zadejte své jméno pro zahájení
+  provide_your_name: Zadejte své jméno
+  provide_your_phone_in_international_format_to_start: Zadejte své telefonní číslo v mezinárodním formátu pro zahájení
+  provide_your_phone_in_international_format: Zadejte své telefonní číslo v mezinárodním formátu
+  use_international_format_1xxx_: 'Použijte mezinárodní formát: +1xxx...'
   reason: Důvod
   form_expired_at_html: 'Formulář vypršel <span class="font-semibold">%{time}</span>'
   start: Zahájit
@@ -5222,6 +5330,9 @@ cs:
   please_enter_your_email_address_associated_with_the_completed_submission: Zadejte e-mailovou adresu spojenou s dokončeným odesláním.
   privacy_policy: Zásady Ochrany Osobních Údajů
   esignature_disclosure: Použití e-podpisu
+  select_data_residency: Vyberte umístění dat
+  company_name: Název společnosti
+  optional: volitelné
 
 he:
   require_phone_2fa_to_open: דרוש אימות דו-שלבי באמצעות טלפון לפתיחה
@@ -5246,7 +5357,13 @@ he:
   role: תפקיד
   reason: סיבה
   verification_code_code: 'קוד אימות: %{code}'
-  provide_your_email_to_start: ספק את כתובת הדוא"ל שלך כדי להתחיל
+  provide_your_email_to_start: הזן את האימייל שלך כדי להתחיל
+  provide_your_email: הזן את האימייל שלך
+  provide_your_name_to_start: הזן את שמך כדי להתחיל
+  provide_your_name: הזן את שמך
+  provide_your_phone_in_international_format_to_start: הזן את מספר הטלפון שלך בפורמט בינלאומי כדי להתחיל
+  provide_your_phone_in_international_format: הזן את מספר הטלפון שלך בפורמט בינלאומי
+  use_international_format_1xxx_: 'השתמש בפורמט בינלאומי: +1xxx...'
   start: התחל
   starting: מתחיל
   form_expired_at_html: 'הטופס פג תוקף ב- <span class="font-semibold">%{time}</span>'
@@ -5293,6 +5410,9 @@ he:
   please_enter_your_email_address_associated_with_the_completed_submission: 'אנא הזן את כתובת הדוא"ל המשויכת למשלוח שהושלם.'
   privacy_policy: 'מדיניות פרטיות'
   esignature_disclosure: 'גילוי חתימה אלקטרונית'
+  select_data_residency: בחר מיקום נתונים
+  company_name: שם החברה
+  optional: אופציונלי
 
 nl:
   require_phone_2fa_to_open: Vereis telefoon 2FA om te openen
@@ -5316,7 +5436,13 @@ nl:
   digitally_signed_by: Digitaal ondertekend door
   role: Rol
   verification_code_code: 'Verificatiecode: %{code}'
-  provide_your_email_to_start: Geef uw e-mailadres om te beginnen
+  provide_your_email_to_start: Voer je e-mailadres in om te beginnen
+  provide_your_email: Voer je e-mailadres in
+  provide_your_name_to_start: Voer je naam in om te beginnen
+  provide_your_name: Voer je naam in
+  provide_your_phone_in_international_format_to_start: Voer je telefoonnummer in internationaal formaat in om te beginnen
+  provide_your_phone_in_international_format: Voer je telefoonnummer in internationaal formaat in
+  use_international_format_1xxx_: 'Gebruik het internationale formaat: +1xxx...'
   start: Start
   reason: Reden
   form_expired_at_html: 'Formulier is verlopen op <span class="font-semibold">%{time}</span>'
@@ -5364,6 +5490,9 @@ nl:
   please_enter_your_email_address_associated_with_the_completed_submission: Voer het e-mailadres in dat is gekoppeld aan de voltooide indiening.
   privacy_policy: Privacybeleid
   esignature_disclosure: Gebruik van e-handtekening
+  select_data_residency: Selecteer gegevenslocatie
+  company_name: Bedrijfsnaam
+  optional: optioneel
 
 ar:
   require_phone_2fa_to_open: "تطلب فتح عبر تحقق الهاتف ذو العاملين"
@@ -5386,7 +5515,13 @@ ar:
   email: البريد الإلكتروني
   digitally_signed_by: تم التوقيع الرقمي بواسطة
   role: الدور
-  provide_your_email_to_start: قدم بريدك الإلكتروني للبدء
+  provide_your_email_to_start: أدخل بريدك الإلكتروني للبدء
+  provide_your_email: أدخل بريدك الإلكتروني
+  provide_your_name_to_start: أدخل اسمك للبدء
+  provide_your_name: أدخل اسمك
+  provide_your_phone_in_international_format_to_start: أدخل رقم هاتفك بصيغة دولية للبدء
+  provide_your_phone_in_international_format: أدخل رقم هاتفك بصيغة دولية
+  use_international_format_1xxx_: 'استخدم التنسيق الدولي: +1xxx...'
   start: بدء
   starting: بداية
   verification_code_code: 'رمز التحقق: %{code}'
@@ -5435,6 +5570,9 @@ ar:
   please_enter_your_email_address_associated_with_the_completed_submission: 'يرجى إدخال عنوان البريد الإلكتروني المرتبط بالإرسال المكتمل.'
   privacy_policy: 'سياسة الخصوصية'
   esignature_disclosure: 'إفصاح التوقيع الإلكتروني'
+  select_data_residency: اختر موقع تخزين البيانات
+  company_name: اسم الشركة
+  optional: اختياري
 
 ko:
   require_phone_2fa_to_open: 휴대폰 2FA를 열 때 요구함
@@ -5457,7 +5595,13 @@ ko:
   email: 이메일
   digitally_signed_by: 디지털로 서명됨
   role: 역할
-  provide_your_email_to_start: 시작하려면 이메일을 제공하세요
+  provide_your_email_to_start: 시작하려면 이메일을 입력하세요
+  provide_your_email: 이메일을 입력하세요
+  provide_your_name_to_start: 시작하려면 이름을 입력하세요
+  provide_your_name: 이름을 입력하세요
+  provide_your_phone_in_international_format_to_start: 시작하려면 국제 형식의 전화번호를 입력하세요
+  provide_your_phone_in_international_format: 국제 형식의 전화번호를 입력하세요
+  use_international_format_1xxx_: '국제 형식을 사용하세요: +1xxx...'
   start: 시작
   reason: 이유
   starting: 시작 중
@@ -5506,6 +5650,9 @@ ko:
   please_enter_your_email_address_associated_with_the_completed_submission: '완료된 제출과 연결된 이메일 주소를 입력하세요.'
   privacy_policy: 개인정보 처리방침
   esignature_disclosure: 전자서명 공개
+  select_data_residency: 데이터 저장 위치 선택
+  company_name: 회사 이름
+  optional: 선택 사항
 
 ja:
   require_phone_2fa_to_open: 電話による2段階認証が必要です
@@ -5529,6 +5676,12 @@ ja:
   digitally_signed_by: 電子署名者
   role: 役割
   provide_your_email_to_start: 開始するにはメールアドレスを入力してください
+  provide_your_email: メールアドレスを入力してください
+  provide_your_name_to_start: 開始するには名前を入力してください
+  provide_your_name: 名前を入力してください
+  provide_your_phone_in_international_format_to_start: 開始するには国際形式の電話番号を入力してください
+  provide_your_phone_in_international_format: 国際形式の電話番号を入力してください
+  use_international_format_1xxx_: '国際形式を使用してください：+1xxx...'
   start: 開始
   reason: 理由
   starting: 開始中
@@ -5577,6 +5730,9 @@ ja:
   please_enter_your_email_address_associated_with_the_completed_submission: '完了した提出に関連付けられたメールアドレスを入力してください。'
   privacy_policy: プライバシーポリシー
   esignature_disclosure: 電子署名に関する開示
+  select_data_residency: データ保存場所を選択
+  company_name: 会社名
+  optional: 任意
 
 en-US:
   <<: *en

config/routes.rb

@@ -163,6 +163,7 @@ Rails.application.routes.draw do
   scope '/settings', as: :settings do
     unless Docuseal.multitenant?
       resources :storage, only: %i[index create], controller: 'storage_settings'
+      resources :search_entries_reindex, only: %i[create]
       resources :sms, only: %i[index], controller: 'sms_settings'
     end
     resources :email, only: %i[index create], controller: 'email_smtp_settings'

db/migrate/20250527102542_add_name_to_submissions.rb

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

db/migrate/20250527102550_remove_not_null_template_id.rb

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

db/migrate/20250530080846_add_email_events_date_index.rb

@@ -2,7 +2,7 @@
 
 class AddEmailEventsDateIndex < ActiveRecord::Migration[8.0]
   def change
-    remove_index :email_events, :account_id
     add_index :email_events, %i[account_id event_datetime]
+    remove_index :email_events, :account_id
   end
 end