Merge from docusealco/wip

Gemfile.lock

@@ -387,7 +387,7 @@ GEM
     puma (6.5.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.12)
+    rack (3.1.14)
     rack-proxy (0.7.7)
       rack
     rack-session (2.0.0)

app/controllers/api/active_storage_blobs_proxy_controller.rb

@@ -21,7 +21,11 @@ module Api
 
       blob = ActiveStorage::Blob.find_by!(uuid: blob_uuid)
 
-      authorization_check!(blob) if exp.blank?
+      attachment = blob.attachments.take
+
+      @record = attachment.record
+
+      authorization_check!(attachment) if exp.blank?
 
       if request.headers['Range'].present?
         send_blob_byte_range_data blob, request.headers['Range']
@@ -37,9 +41,7 @@ module Api
 
     private
 
-    def authorization_check!(blob)
-      attachment = blob.attachments.take
-
+    def authorization_check!(attachment)
       is_authorized = attachment.name.in?(%w[logo preview_images]) ||
                       (current_user && attachment.record.account.id == current_user.account_id) ||
                       (current_user && !Docuseal.multitenant? && current_user.role == 'superadmin') ||

app/controllers/api/submitter_email_clicks_controller.rb

@@ -6,10 +6,10 @@ module Api
     skip_authorization_check
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      if params[:t] == SubmissionEvents.build_tracking_param(submitter, 'click_email')
-        SubmissionEvents.create_with_tracking_data(submitter, 'click_email', request)
+      if params[:t] == SubmissionEvents.build_tracking_param(@submitter, 'click_email')
+        SubmissionEvents.create_with_tracking_data(@submitter, 'click_email', request)
       end
 
       render json: {}

app/controllers/api/submitter_form_views_controller.rb

@@ -6,15 +6,15 @@ module Api
     skip_authorization_check
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      submitter.opened_at = Time.current
-      submitter.save
+      @submitter.opened_at = Time.current
+      @submitter.save
 
-      SubmissionEvents.create_with_tracking_data(submitter, 'view_form', request)
+      SubmissionEvents.create_with_tracking_data(@submitter, 'view_form', request)
 
-      WebhookUrls.for_account_id(submitter.account_id, 'form.viewed').each do |webhook_url|
-        SendFormViewedWebhookRequestJob.perform_async('submitter_id' => submitter.id,
+      WebhookUrls.for_account_id(@submitter.account_id, 'form.viewed').each do |webhook_url|
+        SendFormViewedWebhookRequestJob.perform_async('submitter_id' => @submitter.id,
                                                       'webhook_url_id' => webhook_url.id)
       end
 

app/controllers/api/templates_clone_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :template
 
     def create
-      authorize!(:manage, @template)
+      authorize!(:create, @template)
 
       ActiveRecord::Associations::Preloader.new(
         records: [@template],

app/controllers/preview_document_page_controller.rb

@@ -12,6 +12,8 @@ class PreviewDocumentPageController < ActionController::API
 
     return head :not_found unless attachment
 
+    @template = attachment.record
+
     preview_image = attachment.preview_images.joins(:blob)
                               .find_by(blob: { filename: ["#{params[:id]}.png", "#{params[:id]}.jpg"] })
 

app/controllers/start_form_controller.rb

@@ -14,7 +14,8 @@ class StartFormController < ApplicationController
     raise ActionController::RoutingError, I18n.t('not_found') if @template.preferences['require_phone_2fa'] == true
 
     @submitter = @template.submissions.new(account_id: @template.account_id)
-                          .submitters.new(uuid: (filter_undefined_submitters(@template).first ||
+                          .submitters.new(account_id: @template.account_id,
+                                          uuid: (filter_undefined_submitters(@template).first ||
                                                  @template.submitters.first)['uuid'])
   end
 
@@ -96,6 +97,7 @@ class StartFormController < ApplicationController
     submitter.submission ||= Submission.new(template:,
                                             account_id: template.account_id,
                                             template_submitters: template.submitters,
+                                            expire_at: Templates.build_default_expire_at(template),
                                             submitters: [submitter],
                                             source: :link)
 

app/controllers/submissions_archived_controller.rb

@@ -7,9 +7,7 @@ class SubmissionsArchivedController < ApplicationController
     @submissions = @submissions.joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
-                               .preload(:created_by_user, template: :author)
-
-    @submissions = @submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
+                               .preload(:template_accesses, :created_by_user, template: :author)
 
     @submissions = Submissions.search(@submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)

app/controllers/submissions_dashboard_controller.rb

@@ -8,9 +8,7 @@ class SubmissionsDashboardController < ApplicationController
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
-                               .preload(:created_by_user, template: :author)
-
-    @submissions = @submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
+                               .preload(:template_accesses, :created_by_user, template: :author)
 
     @submissions = Submissions.search(@submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)

app/controllers/submissions_download_controller.rb

@@ -8,20 +8,20 @@ class SubmissionsDownloadController < ApplicationController
   FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
+    @submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
 
     signature_valid =
-      if submitter&.slug == params[:submitter_slug]
+      if @submitter&.slug == params[:submitter_slug]
         true
       else
-        submitter = nil
+        @submitter = nil
       end
 
-    submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
+    @submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
 
-    Submissions::EnsureResultGenerated.call(submitter)
+    Submissions::EnsureResultGenerated.call(@submitter)
 
-    last_submitter = submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+    last_submitter = @submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
 
     return head :not_found unless last_submitter
 
@@ -34,7 +34,7 @@ class SubmissionsDownloadController < ApplicationController
     end
 
     if params[:combined] == 'true'
-      url = build_combined_url(submitter)
+      url = build_combined_url(@submitter)
 
       if url
         render json: [url]

app/controllers/submit_form_download_controller.rb

@@ -7,25 +7,25 @@ class SubmitFormDownloadController < ApplicationController
   FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return redirect_to submitter_download_index_path(submitter.slug) if submitter.completed_at?
+    return redirect_to submitter_download_index_path(@submitter.slug) if @submitter.completed_at?
 
-    return head :unprocessable_entity if submitter.declined_at? ||
-                                         submitter.submission.archived_at? ||
-                                         submitter.submission.expired? ||
-                                         submitter.submission.template.archived_at?
+    return head :unprocessable_entity if @submitter.declined_at? ||
+                                         @submitter.submission.archived_at? ||
+                                         @submitter.submission.expired? ||
+                                         @submitter.submission.template.archived_at?
 
-    last_completed_submitter = submitter.submission.submitters
-                                        .where.not(id: submitter.id)
-                                        .where.not(completed_at: nil)
-                                        .max_by(&:completed_at)
+    last_completed_submitter = @submitter.submission.submitters
+                                         .where.not(id: @submitter.id)
+                                         .where.not(completed_at: nil)
+                                         .max_by(&:completed_at)
 
     attachments =
       if last_completed_submitter
         Submitters.select_attachments_for_download(last_completed_submitter)
       else
-        submitter.submission.template.schema_documents.preload(:blob)
+        @submitter.submission.template.schema_documents.preload(:blob)
       end
 
     urls = attachments.map do |attachment|

app/controllers/templates_clone_and_replace_controller.rb

@@ -0,0 +1,35 @@
+# frozen_string_literal: true
+
+class TemplatesCloneAndReplaceController < ApplicationController
+  load_and_authorize_resource :template
+
+  def create
+    return head :unprocessable_entity if params[:files].blank?
+
+    ActiveRecord::Associations::Preloader.new(
+      records: [@template],
+      associations: [schema_documents: :preview_images_attachments]
+    ).call
+
+    cloned_template = Templates::Clone.call(@template, author: current_user)
+    cloned_template.name = File.basename(params[:files].first.original_filename, '.*')
+    cloned_template.save!
+
+    documents = Templates::ReplaceAttachments.call(cloned_template, params, extract_fields: true)
+
+    cloned_template.save!
+
+    Templates::CloneAttachments.call(template: cloned_template, original_template: @template,
+                                     excluded_attachment_uuids: documents.map(&:uuid))
+
+    respond_to do |f|
+      f.html { redirect_to edit_template_path(cloned_template) }
+      f.json { render json: { id: cloned_template.id } }
+    end
+  rescue Templates::CreateAttachments::PdfEncrypted
+    respond_to do |f|
+      f.html { render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password) }
+      f.json { render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_entity }
+    end
+  end
+end

app/controllers/templates_controller.rb

@@ -21,9 +21,7 @@ class TemplatesController < ApplicationController
                     submissions.order(id: :desc)
                   end
 
-    submissions = submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
-
-    @pagy, @submissions = pagy(submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_dashboard_controller.rb

@@ -45,13 +45,15 @@ class TemplatesDashboardController < ApplicationController
     rel = templates.active.preload(:author, :template_accesses)
 
     if params[:q].blank?
-      if Docuseal.multitenant? && !current_account.testing?
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
-      else
-        shared_template_ids =
-          TemplateSharing.where(account_id: [current_account.id, TemplateSharing::ALL_ID]).select(:template_id)
+      if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
+        shared_account_ids = [current_user.account_id]
+        shared_account_ids << TemplateSharing::ALL_ID if !Docuseal.multitenant? && !current_account.testing?
+
+        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))
+      else
+        rel = rel.where(folder_id: current_account.default_template_folder.id)
       end
     end
 

app/controllers/templates_preferences_controller.rb

@@ -26,12 +26,20 @@ class TemplatesPreferencesController < ApplicationController
                       completed_notification_email_attach_documents
                       completed_redirect_url validate_unique_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]]]
     ).tap do |attrs|
       attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'
+
+      if (default_expire_at = attrs.dig(:preferences, :default_expire_at).presence)
+        attrs[:preferences][:default_expire_at] =
+          (ActiveSupport::TimeZone[current_account.timezone] || Time.zone).parse(default_expire_at).utc
+      end
+
       attrs[:preferences] = attrs[:preferences].transform_values do |value|
         if %w[true false].include?(value)
           value == 'true'

app/javascript/application.js

@@ -33,6 +33,7 @@ import MaskedInput from './elements/masked_input'
 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 * as TurboInstantClick from './lib/turbo_instant_click'
 
@@ -101,6 +102,7 @@ safeRegisterElement('masked-input', MaskedInput)
 safeRegisterElement('set-date-button', SetDateButton)
 safeRegisterElement('indeterminate-checkbox', IndeterminateCheckbox)
 safeRegisterElement('app-tour', AppTour)
+safeRegisterElement('dashboard-dropzone', DashboardDropzone)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {
@@ -125,6 +127,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       withSendButton: this.dataset.withSendButton !== 'false',
       withSignYourselfButton: this.dataset.withSignYourselfButton !== 'false',
       withConditions: this.dataset.withConditions === 'true',
+      withReplaceAndCloneUpload: true,
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),
       acceptFileTypes: this.dataset.acceptFileTypes,
       showTourStartForm: this.dataset.showTourStartForm === 'true'

app/javascript/elements/dashboard_dropzone.js

@@ -0,0 +1,206 @@
+import { target, targets, targetable } from '@github/catalyst/lib/targetable'
+
+const loadingIconHtml = `<svg xmlns="http://www.w3.org/2000/svg" class="animate-spin" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M12 3a9 9 0 1 0 9 9" />
+</svg>`
+
+export default targetable(class extends HTMLElement {
+  static [targets.static] = [
+    'hiddenOnDrag',
+    'folderCards',
+    'templateCards'
+  ]
+
+  static [target.static] = [
+    'form',
+    'fileDropzone',
+    'fileDropzoneLoading'
+  ]
+
+  connectedCallback () {
+    document.addEventListener('drop', this.onWindowDragdrop)
+    document.addEventListener('dragover', this.onWindowDropover)
+
+    window.addEventListener('dragleave', this.onWindowDragleave)
+
+    this.fileDropzone?.addEventListener('drop', this.onDropFile)
+
+    this.folderCards.forEach((el) => el.addEventListener('drop', (e) => this.onDropFolder(e, el)))
+    this.templateCards.forEach((el) => el.addEventListener('drop', this.onDropTemplate))
+    this.templateCards.forEach((el) => el.addEventListener('dragstart', this.onTemplateDragStart))
+
+    return [this.fileDropzone, ...this.folderCards, ...this.templateCards].forEach((el) => {
+      el?.addEventListener('dragover', this.onDragover)
+      el?.addEventListener('dragleave', this.onDragleave)
+    })
+  }
+
+  disconnectedCallback () {
+    document.removeEventListener('drop', this.onWindowDragdrop)
+    document.removeEventListener('dragover', this.onWindowDropover)
+
+    window.removeEventListener('dragleave', this.onWindowDragleave)
+  }
+
+  onTemplateDragStart = (e) => {
+    const id = e.target.href.split('/').pop()
+
+    e.dataTransfer.effectAllowed = 'move'
+
+    if (id) {
+      e.dataTransfer.setData('template_id', id)
+
+      const dragPreview = e.target.cloneNode(true)
+      const rect = e.target.getBoundingClientRect()
+
+      const height = e.target.children[0].getBoundingClientRect().height + 50
+
+      dragPreview.children[1].remove()
+      dragPreview.style.width = `${rect.width}px`
+      dragPreview.style.height = `${height}px`
+      dragPreview.style.position = 'absolute'
+      dragPreview.style.top = '-1000px'
+      dragPreview.style.pointerEvents = 'none'
+      dragPreview.style.opacity = '0.9'
+
+      document.body.appendChild(dragPreview)
+
+      e.dataTransfer.setDragImage(dragPreview, rect.width / 2, height / 2)
+
+      setTimeout(() => document.body.removeChild(dragPreview), 0)
+    }
+  }
+
+  onDropFile = (e) => {
+    e.preventDefault()
+
+    this.fileDropzoneLoading.classList.remove('hidden')
+    this.fileDropzoneLoading.previousElementSibling.classList.add('hidden')
+    this.fileDropzoneLoading.classList.add('opacity-50')
+
+    this.uploadFiles(e.dataTransfer.files, '/templates_upload')
+  }
+
+  onDropFolder = (e, el) => {
+    e.preventDefault()
+
+    const templateId = e.dataTransfer.getData('template_id')
+
+    if (e.dataTransfer.files.length || templateId) {
+      const loading = document.createElement('div')
+      const svg = el.querySelector('svg')
+
+      loading.innerHTML = loadingIconHtml
+      loading.children[0].classList.add(...svg.classList)
+
+      el.replaceChild(loading.children[0], svg)
+      el.classList.add('opacity-50')
+
+      if (e.dataTransfer.files.length) {
+        const params = new URLSearchParams({ folder_name: el.innerText }).toString()
+
+        this.uploadFiles(e.dataTransfer.files, `/templates_upload?${params}`)
+      } else {
+        const formData = new FormData()
+
+        formData.append('name', el.innerText)
+
+        fetch(`/templates/${templateId}/folder`, {
+          method: 'PUT',
+          redirect: 'manual',
+          body: formData,
+          headers: {
+            'X-CSRF-Token': document.querySelector('meta[name="csrf-token"]').content
+          }
+        }).finally(() => {
+          window.Turbo.cache.clear()
+          window.Turbo.visit(location.href)
+        })
+      }
+    }
+  }
+
+  onDropTemplate = (e) => {
+    e.preventDefault()
+
+    if (e.dataTransfer.files.length) {
+      const loading = document.createElement('div')
+      loading.classList.add('bottom-5', 'left-0', 'flex', 'justify-center', 'w-full', 'absolute')
+      loading.innerHTML = loadingIconHtml
+
+      e.target.appendChild(loading)
+      e.target.classList.add('opacity-50')
+
+      const id = e.target.href.split('/').pop()
+
+      this.uploadFiles(e.dataTransfer.files, `/templates/${id}/clone_and_replace`)
+    }
+  }
+
+  onWindowDragdrop = (e) => {
+    e.preventDefault()
+
+    if (!this.isLoading) this.hideDraghover()
+  }
+
+  uploadFiles (files, url) {
+    this.isLoading = true
+
+    this.form.action = url
+
+    this.form.querySelector('[type="file"]').files = files
+
+    this.form.querySelector('[type="submit"]').click()
+  }
+
+  onWindowDropover = (e) => {
+    e.preventDefault()
+
+    if (e.dataTransfer?.types?.includes('Files')) {
+      this.showDraghover()
+    }
+  }
+
+  onDragover (e) {
+    if (e.dataTransfer?.types?.includes('Files') || this.dataset.targets !== 'dashboard-dropzone.templateCards') {
+      this.style.backgroundColor = '#F7F3F0'
+    }
+  }
+
+  onDragleave () {
+    this.style.backgroundColor = null
+  }
+
+  onWindowDragleave = (e) => {
+    if (e.clientX <= 0 || e.clientY <= 0 || e.clientX >= window.innerWidth || e.clientY >= window.innerHeight) {
+      this.hideDraghover()
+    }
+  }
+
+  showDraghover = () => {
+    if (this.isDrag) return
+
+    this.isDrag = true
+
+    this.fileDropzone?.classList?.remove('hidden')
+
+    this.hiddenOnDrag.forEach((el) => { el.style.display = 'none' })
+
+    return [...this.folderCards, ...this.templateCards].forEach((el) => {
+      el.classList.remove('bg-base-200', 'before:hidden')
+    })
+  }
+
+  hideDraghover = () => {
+    this.isDrag = false
+
+    this.fileDropzone?.classList?.add('hidden')
+
+    this.hiddenOnDrag.forEach((el) => { el.style.display = null })
+
+    return [...this.folderCards, ...this.templateCards].forEach((el) => {
+      el.classList.add('bg-base-200', 'before:hidden')
+    })
+  }
+})

app/javascript/elements/toggle_visible.js

@@ -5,7 +5,7 @@ export default actionable(class extends HTMLElement {
     const elementIds = JSON.parse(this.dataset.elementIds)
 
     elementIds.forEach((elementId) => {
-      document.getElementById(elementId).classList.toggle('hidden', event.target.value !== elementId)
+      document.getElementById(elementId).classList.toggle('hidden', (event.target.dataset.toggleId || event.target.value) !== elementId)
     })
   }
 })

app/javascript/template_builder/builder.vue

@@ -5,7 +5,20 @@
     class="mx-auto pl-3 h-full"
     :class="isMobile ? 'pl-4' : 'md:pl-4'"
     @dragover="onDragover"
+    @drop="isDragFile = false"
   >
+    <HoverDropzone
+      v-if="sortedDocuments.length && withUploadButton && editable"
+      :is-dragging="isDragFile"
+      :template-id="template.id"
+      :accept-file-types="acceptFileTypes"
+      :with-replace-and-clone="withReplaceAndCloneUpload"
+      hover-class="bg-base-200/50"
+      @add="[updateFromUpload($event), isDragFile = false]"
+      @replace="[onDocumentsReplace($event), isDragFile = false]"
+      @replace-and-clone="onDocumentsReplaceAndTemplateClone($event)"
+      @error="[onUploadFailed($event), isDragFile = false]"
+    />
     <DragPlaceholder
       ref="dragPlaceholder"
       :field="fieldsDragFieldRef.value || toRaw(dragField)"
@@ -433,6 +446,7 @@
 <script>
 import Upload from './upload'
 import Dropzone from './dropzone'
+import HoverDropzone from './hover_dropzone'
 import DragPlaceholder from './drag_placeholder'
 import Fields from './fields'
 import MobileDrawField from './mobile_draw_field'
@@ -462,6 +476,7 @@ export default {
     MobileFields,
     Logo,
     Dropzone,
+    HoverDropzone,
     DocumentPreview,
     DocumentControls,
     IconInnerShadowTop,
@@ -665,6 +680,11 @@ export default {
       required: false,
       default: true
     },
+    withReplaceAndCloneUpload: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withPhone: {
       type: Boolean,
       required: false,
@@ -724,7 +744,8 @@ export default {
       copiedArea: null,
       drawFieldType: null,
       drawOption: null,
-      dragField: null
+      dragField: null,
+      isDragFile: false
     }
   },
   computed: {
@@ -836,6 +857,7 @@ export default {
     window.addEventListener('keydown', this.onKeyDown)
 
     window.addEventListener('resize', this.onWindowResize)
+    window.addEventListener('dragleave', this.onWindowDragLeave)
 
     this.$nextTick(() => {
       if (document.location.search?.includes('stripe_connect_success')) {
@@ -854,6 +876,7 @@ export default {
     window.removeEventListener('keydown', this.onKeyDown)
 
     window.removeEventListener('resize', this.onWindowResize)
+    window.removeEventListener('dragleave', this.onWindowDragLeave)
   },
   beforeUpdate () {
     this.documentRefs = []
@@ -868,6 +891,13 @@ export default {
 
         ref.x = e.clientX - ref.offsetX
         ref.y = e.clientY - ref.offsetY
+      } else if (e.dataTransfer?.types?.includes('Files')) {
+        this.isDragFile = true
+      }
+    },
+    onWindowDragLeave (event) {
+      if (event.clientX <= 0 || event.clientY <= 0 || event.clientX >= window.innerWidth || event.clientY >= window.innerHeight) {
+        this.isDragFile = false
       }
     },
     reorderFields (item) {
@@ -1529,6 +1559,9 @@ export default {
         })
       }, 'image/png')
     },
+    onUploadFailed (error) {
+      if (error) alert(error)
+    },
     updateFromUpload (data) {
       this.template.schema.push(...data.schema)
       this.template.documents.push(...data.documents)
@@ -1649,6 +1682,29 @@ export default {
 
       this.save()
     },
+    onDocumentsReplace (data) {
+      data.schema.forEach((schemaItem, index) => {
+        const existingSchemaItem = this.template.schema[index]
+
+        if (this.template.schema[index]) {
+          this.onDocumentReplace({
+            replaceSchemaItem: existingSchemaItem,
+            schema: [schemaItem],
+            documents: [data.documents.find((doc) => doc.uuid === schemaItem.attachment_uuid)]
+          })
+        } else {
+          this.updateFromUpload({
+            schema: [schemaItem],
+            documents: [data.documents.find((doc) => doc.uuid === schemaItem.attachment_uuid)],
+            fields: data.fields,
+            submitters: data.submitters
+          })
+        }
+      })
+    },
+    onDocumentsReplaceAndTemplateClone (template) {
+      window.Turbo.visit(`/templates/${template.id}/edit`)
+    },
     moveDocument (item, direction) {
       const currentIndex = this.template.schema.indexOf(item)
 

app/javascript/template_builder/dropzone.vue

@@ -2,34 +2,42 @@
   <div
     class="flex h-60 w-full"
     @dragover.prevent
+    @dragenter="isDragEntering = true"
+    @dragleave="isDragEntering = false"
     @drop.prevent="onDropFiles"
   >
     <label
       id="document_dropzone"
-      class="w-full relative hover:bg-base-200/30 rounded-md border border-2 border-base-content/10 border-dashed"
+      class="w-full relative rounded-md border-2 border-base-content/10 border-dashed"
       :for="inputId"
-      :class="{ 'opacity-50': isLoading || isProcessing }"
+      :class="[{ 'opacity-50': isLoading, 'hover:bg-base-200/30': !hoverClass }, isDragEntering && hoverClass ? hoverClass : '']"
     >
-      <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
+      <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center pointer-events-none">
         <div class="flex flex-col items-center">
           <IconInnerShadowTop
-            v-if="isLoading || isProcessing"
+            v-if="isLoading"
             class="animate-spin"
             :width="40"
             :height="40"
           />
-          <IconCloudUpload
+          <component
+            :is="icon"
             v-else
+            class="stroke-[1.5px]"
             :width="40"
             :height="40"
           />
           <div
             v-if="message"
-            class="font-medium text-lg mb-1"
+            class="text-lg mb-1"
+            :class="{ 'mt-1': !withDescription, 'font-medium': withDescription }"
           >
             {{ message }}
           </div>
-          <div class="text-sm">
+          <div
+            v-if="withDescription"
+            class="text-sm"
+          >
             <span class="font-medium">{{ t('click_to_upload') }}</span> {{ t('or_drag_and_drop_files') }}
           </div>
         </div>
@@ -54,13 +62,16 @@
 
 <script>
 import Upload from './upload'
-import { IconCloudUpload, IconInnerShadowTop } from '@tabler/icons-vue'
+import { IconCloudUpload, IconFilePlus, IconFileSymlink, IconFiles, IconInnerShadowTop } from '@tabler/icons-vue'
 
 export default {
   name: 'FileDropzone',
   components: {
+    IconFilePlus,
     IconCloudUpload,
-    IconInnerShadowTop
+    IconInnerShadowTop,
+    IconFileSymlink,
+    IconFiles
   },
   inject: ['baseFetch', 't'],
   props: {
@@ -68,35 +79,70 @@ export default {
       type: [Number, String],
       required: true
     },
+    icon: {
+      type: String,
+      required: false,
+      default: 'IconCloudUpload'
+    },
+    hoverClass: {
+      type: String,
+      required: false,
+      default: null
+    },
+    cloneTemplateOnUpload: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
+    withDescription: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    title: {
+      type: String,
+      required: false,
+      default: ''
+    },
     acceptFileTypes: {
       type: String,
       required: false,
       default: 'image/*, application/pdf'
     }
   },
-  emits: ['success'],
+  emits: ['success', 'error', 'loading'],
   data () {
     return {
       isLoading: false,
-      isProcessing: false
+      isDragEntering: false
     }
   },
   computed: {
     inputId () {
       return 'el' + Math.random().toString(32).split('.')[1]
     },
+    uploadUrl () {
+      if (this.cloneTemplateOnUpload) {
+        return `/templates/${this.templateId}/clone_and_replace`
+      } else {
+        return `/templates/${this.templateId}/documents`
+      }
+    },
     message () {
       if (this.isLoading) {
         return this.t('uploading')
-      } else if (this.isProcessing) {
-        return this.t('processing_')
       } else if (this.acceptFileTypes === 'image/*, application/pdf') {
-        return this.t('add_pdf_documents_or_images')
+        return this.title || this.t('add_pdf_documents_or_images')
       } else {
-        return this.t('add_documents_or_images')
+        return this.title || this.t('add_documents_or_images')
       }
     }
   },
+  watch: {
+    isLoading (value) {
+      this.$emit('loading', value)
+    }
+  },
   methods: {
     upload: Upload.methods.upload,
     onDropFiles (e) {

app/javascript/template_builder/field_type.vue

@@ -30,7 +30,7 @@
         v-for="(icon, type) in fieldIconsSorted"
         :key="type"
       >
-        <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')">
+        <li v-if="fieldTypes.includes(type) || ((withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification'))">
           <a
             href="#"
             class="text-sm py-1 px-2"

app/javascript/template_builder/fields.vue

@@ -112,7 +112,7 @@
       :key="type"
     >
       <button
-        v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')"
+        v-if="fieldTypes.includes(type) || ((withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification'))"
         :id="`${type}_type_field_button`"
         draggable="true"
         class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative fields-grid-item"
@@ -168,7 +168,7 @@
         :data-tip="t('obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more')"
       >
         <a
-          href="https://www.docuseal.com/contact"
+          href="https://www.docuseal.com/qualified-electronic-signature"
           target="_blank"
           class="opacity-50 flex items-center justify-center border border-dashed border-base-300 w-full rounded relative fields-grid-item"
           :style="{ backgroundColor }"

app/javascript/template_builder/hover_dropzone.vue

@@ -0,0 +1,89 @@
+<template>
+  <div
+    v-if="isDragging || isLoading"
+    class="modal modal-open"
+  >
+    <div class="flex flex-col gap-2 p-4 items-center bg-base-100 h-full max-h-[85vh] max-w-6xl rounded-2xl w-full">
+      <Dropzone
+        class="flex-1 h-full"
+        hover-class="bg-base-200/50"
+        icon="IconFilePlus"
+        :template-id="templateId"
+        :accept-file-types="acceptFileTypes"
+        :with-description="false"
+        :title="t('upload_a_new_document')"
+        type="add_files"
+        @loading="isLoading = $event"
+        @success="$emit('add', $event)"
+        @error="$emit('error', $event)"
+      />
+      <div class="flex-1 flex gap-2 w-full">
+        <Dropzone
+          class="flex-1 h-full"
+          hover-class="bg-base-200/50"
+          icon="IconFileSymlink"
+          :template-id="templateId"
+          :accept-file-types="acceptFileTypes"
+          :with-description="false"
+          :title="t('replace_existing_document')"
+          @loading="isLoading = $event"
+          @success="$emit('replace', $event)"
+          @error="$emit('error', $event)"
+        />
+        <Dropzone
+          v-if="withReplaceAndClone"
+          class="flex-1 h-full"
+          hover-class="bg-base-200/50"
+          icon="IconFiles"
+          :template-id="templateId"
+          :accept-file-types="acceptFileTypes"
+          :with-description="false"
+          :clone-template-on-upload="true"
+          :title="t('clone_and_replace_documents')"
+          @loading="isLoading = $event"
+          @success="$emit('replace-and-clone', $event)"
+          @error="$emit('error', $event)"
+        />
+      </div>
+    </div>
+  </div>
+</template>
+
+<script>
+import Dropzone from './dropzone'
+
+export default {
+  name: 'HoverDropzone',
+  components: {
+    Dropzone
+  },
+  inject: ['t'],
+  props: {
+    isDragging: {
+      type: Boolean,
+      required: true,
+      default: false
+    },
+    templateId: {
+      type: [Number, String],
+      required: true
+    },
+    withReplaceAndClone: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    acceptFileTypes: {
+      type: String,
+      required: false,
+      default: 'image/*, application/pdf'
+    }
+  },
+  emits: ['add', 'replace', 'replace-and-clone', 'error'],
+  data () {
+    return {
+      isLoading: false
+    }
+  }
+}
+</script>

app/javascript/template_builder/i18n.js

@@ -63,6 +63,9 @@ const en = {
   processing_: 'Processing...',
   add_pdf_documents_or_images: 'Add PDF documents or images',
   add_documents_or_images: 'Add documents or images',
+  upload_a_new_document: 'Upload a new document',
+  replace_existing_document: 'Replace existing document',
+  clone_and_replace_documents: 'Clone and replace documents',
   required: 'Required',
   default_value: 'Default value',
   format: 'Format',
@@ -225,6 +228,9 @@ const es = {
   processing_: 'Procesando...',
   add_pdf_documents_or_images: 'Agregar documentos PDF o imágenes',
   add_documents_or_images: 'Agregar documentos o imágenes',
+  upload_a_new_document: 'Subir un nuevo documento',
+  replace_existing_document: 'Reemplazar documento existente',
+  clone_and_replace_documents: 'Clonar y reemplazar documentos',
   required: 'Requerido',
   default_value: 'Valor predeterminado',
   format: 'Formato',
@@ -393,6 +399,9 @@ const it = {
   processing_: 'Elaborazione...',
   add_pdf_documents_or_images: 'Aggiungi documenti PDF o immagini',
   add_documents_or_images: 'Aggiungi documenti o immagini',
+  upload_a_new_document: 'Carica un nuovo documento',
+  replace_existing_document: 'Sostituisci documento esistente',
+  clone_and_replace_documents: 'Clona e sostituisci documenti',
   required: 'Obbligatorio',
   default_value: 'Valore predefinito',
   format: 'Formato',
@@ -555,6 +564,9 @@ const pt = {
   processing_: 'Processando...',
   add_pdf_documents_or_images: 'Adicionar documentos PDF ou imagens',
   add_documents_or_images: 'Adicionar documentos ou imagens',
+  upload_a_new_document: 'Enviar um novo documento',
+  replace_existing_document: 'Substituir documento existente',
+  clone_and_replace_documents: 'Clonar e substituir documentos',
   required: 'Obrigatório',
   default_value: 'Valor padrão',
   format: 'Formato',
@@ -719,6 +731,9 @@ const fr = {
   processing_: 'Traitement en cours...',
   add_pdf_documents_or_images: 'Ajoutez des documents PDF ou des images',
   add_documents_or_images: 'Ajoutez des documents ou des images',
+  upload_a_new_document: 'Téléverser un nouveau document',
+  replace_existing_document: 'Remplacer le document existant',
+  clone_and_replace_documents: 'Cloner et remplacer les documents',
   required: 'Requis',
   default_value: 'Valeur par défaut',
   format: 'Format',
@@ -884,6 +899,9 @@ const de = {
   processing_: 'Verarbeitung...',
   add_pdf_documents_or_images: 'PDF-Dokumente oder Bilder hinzufügen',
   add_documents_or_images: 'Dokumente oder Bilder hinzufügen',
+  upload_a_new_document: 'Neues Dokument hochladen',
+  replace_existing_document: 'Vorhandenes Dokument ersetzen',
+  clone_and_replace_documents: 'Dokumente klonen und ersetzen',
   required: 'Erforderlich',
   default_value: 'Standardwert',
   format: 'Format',

app/javascript/template_builder/mobile_fields.vue

@@ -54,7 +54,7 @@
           v-for="(icon, type) in fieldIconsSorted"
           :key="type"
         >
-          <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')">
+          <li v-if="fieldTypes.includes(type) || ((withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification'))">
             <a
               href="#"
               class="text-sm py-1 px-2"

app/javascript/template_builder/replace.vue

@@ -2,7 +2,7 @@
   <label
     :for="inputId"
     class="btn btn-neutral btn-xs text-white transition-none replace-document-button"
-    :class="{ 'opacity-100': isLoading || isProcessing }"
+    :class="{ 'opacity-100': isLoading }"
   >
     {{ message }}
     <form
@@ -41,19 +41,19 @@ export default {
   emits: ['success'],
   data () {
     return {
-      isLoading: false,
-      isProcessing: false
+      isLoading: false
     }
   },
   computed: {
     inputId () {
       return 'el' + Math.random().toString(32).split('.')[1]
     },
+    uploadUrl () {
+      return `/templates/${this.templateId}/documents`
+    },
     message () {
       if (this.isLoading) {
         return this.t('uploading_')
-      } else if (this.isProcessing) {
-        return this.t('processing_')
       } else {
         return this.t('replace')
       }

app/javascript/template_builder/upload.vue

@@ -4,10 +4,10 @@
       id="add_document_button"
       :for="inputId"
       class="btn btn-outline w-full add-document-button"
-      :class="{ 'btn-disabled': isLoading || isProcessing }"
+      :class="{ 'btn-disabled': isLoading }"
     >
       <IconInnerShadowTop
-        v-if="isLoading || isProcessing"
+        v-if="isLoading"
         width="20"
         class="animate-spin"
       />
@@ -18,9 +18,6 @@
       <span v-if="isLoading">
         {{ t('uploading_') }}
       </span>
-      <span v-else-if="isProcessing">
-        {{ t('processing_') }}
-      </span>
       <span v-else>
         {{ t('add_document') }}
       </span>
@@ -63,30 +60,34 @@ export default {
       default: 'image/*, application/pdf'
     }
   },
-  emits: ['success'],
+  emits: ['success', 'error'],
   data () {
     return {
-      isLoading: false,
-      isProcessing: false
+      isLoading: false
     }
   },
   computed: {
     inputId () {
       return 'el' + Math.random().toString(32).split('.')[1]
+    },
+    uploadUrl () {
+      return `/templates/${this.templateId}/documents`
     }
   },
   methods: {
     async upload () {
       this.isLoading = true
 
-      this.baseFetch(`/templates/${this.templateId}/documents`, {
+      this.baseFetch(this.uploadUrl, {
         method: 'POST',
+        headers: { Accept: 'application/json' },
         body: new FormData(this.$refs.form)
       }).then((resp) => {
         if (resp.ok) {
           resp.json().then((data) => {
             this.$emit('success', data)
             this.$refs.input.value = ''
+            this.isLoading = false
           })
         } else if (resp.status === 422) {
           resp.json().then((data) => {
@@ -95,21 +96,33 @@ export default {
 
               formData.append('password', prompt(this.t('enter_pdf_password')))
 
-              this.baseFetch(`/templates/${this.templateId}/documents`, {
+              this.baseFetch(this.uploadUrl, {
                 method: 'POST',
                 body: formData
               }).then(async (resp) => {
                 if (resp.ok) {
                   this.$emit('success', await resp.json())
                   this.$refs.input.value = ''
+                  this.isLoading = false
                 } else {
                   alert(this.t('wrong_password'))
+
+                  this.$emit('error', await resp.json().error)
+                  this.isLoading = false
                 }
               })
+            } else {
+              this.$emit('error', data.error)
+              this.isLoading = false
             }
           })
+        } else {
+          resp.json().then((data) => {
+            this.$emit('error', data.error)
+            this.isLoading = false
+          })
         }
-      }).finally(() => {
+      }).catch(() => {
         this.isLoading = false
       })
     }

app/models/submission_event.rb

@@ -38,6 +38,8 @@ class SubmissionEvent < ApplicationRecord
 
   enum :event_type, {
     send_email: 'send_email',
+    bounce_email: 'bounce_email',
+    complaint_email: 'complaint_email',
     send_reminder_email: 'send_reminder_email',
     send_sms: 'send_sms',
     send_2fa_sms: 'send_2fa_sms',

app/models/submitter.rb

@@ -54,7 +54,7 @@ class Submitter < ApplicationRecord
   has_many_attached :documents
   has_many_attached :attachments
   has_many_attached :preview_documents
-  has_many :template_accesses, through: :template
+  has_many :template_accesses, through: :submission
   has_many :email_events, as: :emailable, dependent: (Docuseal.multitenant? ? nil : :destroy)
 
   has_many :document_generation_events, dependent: :destroy

app/views/esign_settings/show.html.erb

@@ -141,7 +141,7 @@
             <%= t('preferences') %>
           </h2>
         </div>
-        <% if can?(:manage, account_config) %>
+        <% if can?(:manage, account_config) && (can?(:manage, :personalization_advanced) || !Docuseal.multitenant?) %>
           <%= form_for account_config, url: account_configs_path, method: :post do |f| %>
             <%= f.hidden_field :key %>
             <div class="flex items-center justify-between py-2.5">

app/views/icons/_arrow_sort.html.erb

@@ -1,4 +1,4 @@
-<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="#2c3e50" fill="none" stroke-linecap="round" stroke-linejoin="round">
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
   <path stroke="none" d="M0 0h24v24H0z" fill="none" />
   <path d="M3 9l4 -4l4 4m-4 -4v14" />
   <path d="M21 15l-4 4l-4 -4m4 4v-14" />

app/views/icons/_clock_exclamation.html.erb

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" /><path d="M20.986 12.502a9 9 0 1 0 -5.973 7.98" /><path d="M12 7v5l3 3" /><path d="M19 16v3" /><path d="M19 22v.01" />
+</svg>

app/views/icons/_file_upload.html.erb

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" /><path d="M14 3v4a1 1 0 0 0 1 1h4" /><path d="M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2z" /><path d="M12 11v6" /><path d="M9.5 13.5l2.5 -2.5l2.5 2.5" />
+</svg>

app/views/icons/_files.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M15 3v4a1 1 0 0 0 1 1h4" />
+  <path d="M18 17h-7a2 2 0 0 1 -2 -2v-10a2 2 0 0 1 2 -2h4l5 5v7a2 2 0 0 1 -2 2z" />
+  <path d="M16 17v2a2 2 0 0 1 -2 2h-7a2 2 0 0 1 -2 -2v-10a2 2 0 0 1 2 -2h2" />
+</svg>

app/views/icons/_lock_access.html.erb

@@ -1,9 +1,3 @@
 <svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
-   <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
-   <path d="M4 8v-2a2 2 0 0 1 2 -2h2"></path>
-   <path d="M4 16v2a2 2 0 0 0 2 2h2"></path>
-   <path d="M16 4h2a2 2 0 0 1 2 2v2"></path>
-   <path d="M16 20h2a2 2 0 0 0 2 -2v-2"></path>
-   <path d="M8 11m0 1a1 1 0 0 1 1 -1h6a1 1 0 0 1 1 1v3a1 1 0 0 1 -1 1h-6a1 1 0 0 1 -1 -1z"></path>
-   <path d="M10 11v-2a2 2 0 1 1 4 0v2"></path>
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" /><path d="M4 8v-2a2 2 0 0 1 2 -2h2" /><path d="M4 16v2a2 2 0 0 0 2 2h2" /><path d="M16 4h2a2 2 0 0 1 2 2v2" /><path d="M16 20h2a2 2 0 0 0 2 -2v-2" /><path d="M8 11m0 1a1 1 0 0 1 1 -1h6a1 1 0 0 1 1 1v3a1 1 0 0 1 -1 1h-6a1 1 0 0 1 -1 -1z" /><path d="M10 11v-2a2 2 0 1 1 4 0v2" />
 </svg>

app/views/notifications_settings/_reminder_form.html.erb

@@ -7,19 +7,19 @@
       <div class="w-full">
         <%= f.fields_for :value, record  do |ff| %>
           <%= ff.label :first_duration, t('first_reminder_in'), class: 'label truncate' %>
-          <%= ff.select :first_duration, durations, { include_blank: 'None' }, class: 'base-select' %>
+          <%= ff.select :first_duration, durations, { include_blank: t('none') }, class: 'base-select' %>
         <% end %>
       </div>
       <div class="w-full">
         <%= f.fields_for :value, record  do |ff| %>
           <%= ff.label :second_duration, t('second_reminder_in'), class: 'label truncate' %>
-          <%= ff.select :second_duration, durations, { include_blank: 'None' }, class: 'base-select' %>
+          <%= ff.select :second_duration, durations, { include_blank: t('none') }, class: 'base-select' %>
         <% end %>
       </div>
       <div class="w-full">
         <%= f.fields_for :value, record  do |ff| %>
           <%= ff.label :third_duration, t('third_reminder_in'), class: 'label truncate' %>
-          <%= ff.select :third_duration, durations, { include_blank: 'None' }, class: 'base-select' %>
+          <%= ff.select :third_duration, durations, { include_blank: t('none') }, class: 'base-select' %>
         <% end %>
       </div>
     </div>

app/views/submission_events/index.html.erb

@@ -38,6 +38,8 @@
               <%= t('submission_event_names.invite_party_by_html', invited_submitter_name: [invited_submitter.name || invited_submitter.email || invited_submitter.phone, name].join(' '), submitter_name:) %>
             <% elsif event.event_type.include?('send_') %>
               <%= t("submission_event_names.#{event.event_type}_to_html", submitter_name:) %>
+            <% elsif event.event_type.start_with?('bounce_') ||  event.event_type.start_with?('complaint_') %>
+              <%= t("submission_event_names.#{event.event_type}_html", submitter_name:) %>
             <% else %>
               <%= t("submission_event_names.#{event.event_type}_by_html", submitter_name:) %>
             <% end %>

app/views/submissions/show.html.erb

@@ -172,12 +172,26 @@
               </div>
             <% end %>
             <div class="flex items-center space-x-1 mt-1">
-              <%= svg_icon('writing', class: 'w-5 h-5') %>
+              <% if @submission.expire_at? && submitter && !submitter.completed_at? %>
+                <%= svg_icon('clock_exclamation', class: 'w-5 h-5') %>
+              <% else %>
+                <%= svg_icon('writing', class: 'w-5 h-5') %>
+              <% end %>
               <span>
                 <% if submitter&.declined_at? %>
                   <%= t('declined_on_time', time: l(submitter.declined_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
                 <% elsif submitter %>
-                  <%= submitter.completed_at? ? l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) : t('not_completed_yet') %>
+                  <% if submitter.completed_at? %>
+                    <%= l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) %>
+                  <% elsif @submission.expire_at? %>
+                    <% if @submission.expired? %>
+                      <%= t(:expired) %>
+                    <% else %>
+                      <%= t('expire_on_time', time: l(@submission.expire_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                    <% end %>
+                  <% else %>
+                    <%= t('not_completed_yet') %>
+                  <% end %>
                 <% else %>
                   <%= t('not_invited_yet') %>
                 <% end %>

app/views/template_folders/_folder.html.erb

@@ -1,5 +1,5 @@
 <% is_long = folder.name.size > 32 %>
-<a href="<%= folder_path(folder) %>" class="flex h-full flex-col justify-between rounded-2xl py-5 px-6 w-full bg-base-200">
+<a href="<%= folder_path(folder) %>" class="flex h-full flex-col justify-between rounded-2xl py-5 px-6 w-full bg-base-200 before:border-2 before:border-base-300 before:border-dashed before:absolute before:left-0 before:right-0 before:top-0 before:bottom-0 before:hidden before:rounded-2xl relative" data-targets="dashboard-dropzone.folderCards">
   <% if !is_long %>
     <%= svg_icon('folder', class: 'w-6 h-6') %>
   <% end %>

app/views/template_folders/show.html.erb

@@ -4,47 +4,56 @@
     <span><%= t('home') %></span>
   <% end %>
 </div>
-<div class="flex justify-between items-center w-full mb-4">
-  <h1 class="text-4xl font-bold flex flex-grow min-w-0 space-x-2 md:flex <%= 'hidden' if params[:q].present? %>">
-    <%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %>
-    <span class="peer truncate">
-      <%= @template_folder.name %>
-    </span>
-    <% if can?(:update, @template_folder) && @template_folder.name != TemplateFolder::DEFAULT_NAME %>
-      <span class="pl-1 opacity-0 hover:opacity-100 peer-hover:opacity-100">
-        <a href="<%= edit_folder_path(@template_folder) %>" data-turbo-frame="modal">
-          <%= svg_icon('pencil', class: 'w-7 h-7') %>
-        </a>
+<dashboard-dropzone>
+  <div class="relative flex justify-between items-center w-full mb-4">
+    <%= form_for '', url: '', id: form_id = SecureRandom.uuid, method: :post, class: 'hidden', data: { target: 'dashboard-dropzone.form' }, html: { enctype: 'multipart/form-data' } do %>
+      <input name="form_id" value="<%= form_id %>">
+      <input name="folder_name" value="<%= @template_folder.name %>">
+      <button type="submit"></button>
+      <input id="dashboard_dropzone_input" name="files[]" type="file" multiple>
+    <% end %>
+    <%= render 'templates/dashboard_dropzone', style: 'height: 137px' %>
+    <h1 class="text-2xl truncate md:text-3xl font-bold flex items-center flex-grow min-w-0 space-x-2 md:flex <%= 'hidden' if params[:q].present? %>">
+      <%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %>
+      <span class="peer truncate">
+        <%= @template_folder.name %>
       </span>
-    <% end %>
-  </h1>
-  <div class="flex space-x-2">
-    <% if params[:q].present? || @pagy.pages > 1 %>
-      <%= render 'shared/search_input' %>
-    <% end %>
-    <% if can?(:create, ::Template) %>
-      <%= render 'templates/upload_button', folder_name: @template_folder.name %>
-      <%= link_to new_template_path(folder_name: @template_folder.name), class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
-        <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
-        <span class="hidden md:block"><%= t('create') %></span>
+      <% if can?(:update, @template_folder) && @template_folder.name != TemplateFolder::DEFAULT_NAME %>
+        <span class="opacity-0 hover:opacity-100 peer-hover:opacity-100">
+          <a href="<%= edit_folder_path(@template_folder) %>" data-turbo-frame="modal">
+            <%= svg_icon('pencil', class: 'w-7 h-7') %>
+          </a>
+        </span>
+      <% end %>
+    </h1>
+    <div class="flex space-x-2">
+      <% if params[:q].present? || @pagy.pages > 1 %>
+        <%= render 'shared/search_input' %>
+      <% end %>
+      <% if can?(:create, ::Template) %>
+        <%= render 'templates/upload_button', folder_name: @template_folder.name %>
+        <%= link_to new_template_path(folder_name: @template_folder.name), class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
+          <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+          <span class="hidden md:block"><%= t('create') %></span>
+        <% end %>
       <% end %>
-    <% end %>
-  </div>
-</div>
-<% if @pagy.count > 0 %>
-  <div class="grid gap-4 md:grid-cols-3">
-    <%= render partial: 'templates/template', collection: @templates %>
-  </div>
-  <% templates_order_select_html = capture do %>
-    <% if params[:q].blank? && @pagy.pages > 1 %>
-      <%= render('shared/templates_order_select', with_recently_used: @pagy.count < 10_000) %>
-    <% end %>
-  <% end %>
-  <%= render 'shared/pagination', pagy: @pagy, items_name: 'templates', right_additional_html: templates_order_select_html %>
-<% elsif params[:q].present? %>
-  <div class="text-center">
-    <div class="mt-16 text-3xl font-semibold">
-      <%= t('templates_not_found') %>
     </div>
   </div>
-<% end %>
+  <% if @pagy.count > 0 %>
+    <div class="grid gap-4 md:grid-cols-3">
+      <%= render partial: 'templates/template', collection: @templates %>
+    </div>
+    <% templates_order_select_html = capture do %>
+      <% if params[:q].blank? && @pagy.pages > 1 %>
+        <%= render('shared/templates_order_select', with_recently_used: @pagy.count < 10_000) %>
+      <% end %>
+    <% end %>
+    <%= render 'shared/pagination', pagy: @pagy, items_name: 'templates', right_additional_html: templates_order_select_html %>
+  <% elsif params[:q].present? %>
+    <div class="text-center">
+      <div class="mt-16 text-3xl font-semibold">
+        <%= t('templates_not_found') %>
+      </div>
+    </div>
+  <% end %>
+</dashboard-dropzone>

app/views/templates/_dashboard_dropzone.html.erb

@@ -0,0 +1,20 @@
+<div class="absolute bottom-0 w-full cursor-pointer rounded-xl bg-base-100 border-2 border-base-300 border-dashed hidden z-50" data-target="dashboard-dropzone.fileDropzone" style="<%= local_assigns[:style] %>">
+  <div class="absolute top-0 right-0 left-0 bottom-0 flex justify-center p-2 items-center pointer-events-none">
+    <div class="flex flex-col items-center text-center" data-target="dashboard-dropzone.toggleLoading">
+      <span class="flex flex-col items-center">
+        <span>
+          <%= svg_icon('cloud_upload', class: 'w-9 h-9') %>
+        </span>
+        <div class="font-medium mb-1">
+          <%= t('upload_new_document') %>
+        </div>
+      </span>
+      <span class="flex flex-col items-center hidden" data-target="dashboard-dropzone.fileDropzoneLoading">
+        <%= svg_icon('loader', class: 'w-9 h-9 animate-spin') %>
+        <div class="font-medium mb-1">
+          <%= t('uploading') %>...
+        </div>
+      </span>
+    </div>
+  </div>
+</div>

app/views/templates/_template.html.erb

@@ -1,12 +1,12 @@
 <div class="h-36 relative group">
-  <a href="<%= template_path(template) %>" class="flex h-full flex-col justify-between rounded-2xl pt-6 px-7 w-full bg-base-200 peer">
-    <div class="pb-4 text-xl font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
+  <a href="<%= template_path(template) %>" class="flex h-full flex-col justify-between rounded-2xl pt-6 px-7 w-full bg-base-200 before:border-2 before:border-base-300 before:border-dashed before:absolute before:left-0 before:right-0 before:top-0 before:bottom-0 before:hidden before:rounded-2xl" data-targets="dashboard-dropzone.templateCards">
+    <div class="text-xl font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
       <% if template.template_accesses.present? %>
         <%= svg_icon('lock', class: 'w-6 h-6 inline -translate-y-[4px]') %>
       <% end %>
       <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
     </div>
-    <div class="pb-6 pt-1 space-y-1">
+    <div class="pb-6 pt-1 space-y-1" data-targets="dashboard-dropzone.hiddenOnDrag">
       <p class="flex items-center space-x-1 text-xs text-base-content/60">
         <%= svg_icon('user', class: 'w-4 h-4') %>
         <span><%= template.author.full_name.presence || template.author.email.to_s.sub(/\+\w+@/, '@') %></span>
@@ -28,7 +28,7 @@
       </p>
     </div>
   </a>
-  <div class="absolute top-0 bottom-0 w-0 flex items-center hidden md:group-hover:flex" style="right: 37px">
+  <div class="absolute top-0 bottom-0 w-0 items-center hidden md:group-hover:flex" style="right: 37px" data-targets="dashboard-dropzone.hiddenOnDrag">
     <div class="space-y-1">
       <% if can?(:update, template) && !template.archived_at? && template.account_id == current_account.id %>
         <span class="tooltip tooltip-left" data-tip="<%= t('move') %>">

app/views/templates/_upload_button.html.erb

@@ -14,6 +14,6 @@
     </span>
   </button>
   <input type="hidden" name="form_id" value="<%= form_id %>">
-  <input id="upload_template" name="files[]" class="hidden" onchange="this.form.requestSubmit()" type="file" accept="image/*, application/pdf<%= ', .docx, .doc, .xlsx, .xls, .odt, .rtf' if Docuseal.multitenant? %>" multiple>
+  <input id="upload_template" name="files[]" class="hidden" onchange="this.form.requestSubmit()" type="file" accept="image/*, application/pdf<%= ', .docx, .doc, .xlsx, .xls, .odt, .rtf' if Docuseal.advanced_formats? %>" multiple>
   <input hidden name="folder_name" value="<%= local_assigns[:folder_name] %>">
 <% end %>

app/views/templates/show.html.erb

@@ -61,7 +61,9 @@
     <div class="flex items-end flex-col md:flex-row gap-2 w-full md:w-fit">
       <%= render 'submissions_filters/applied_filters', filter_params: %>
       <%= render 'submissions_filters/filter_button', filter_params: %>
-      <%= render 'submissions_filters/actions', filter_params: filter_params.merge(template_id: @template.id) %>
+      <% unless @template.archived_at? %>
+        <%= render 'submissions_filters/actions', filter_params: filter_params.merge(template_id: @template.id) %>
+      <% end %>
     </div>
   </div>
 <% end %>

app/views/templates_dashboard/index.html.erb

@@ -1,76 +1,86 @@
 <% has_archived = 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 %>
-<div class="flex justify-between items-center w-full mb-4">
-  <div class="flex items-center flex-grow min-w-0">
-    <% if has_archived || @pagy.count > 0 || @template_folders.present? %>
-      <div class="mr-2">
-        <%= render 'dashboard/toggle_view', selected: 'templates' %>
-      </div>
-    <% end %>
-    <h1 class="text-2xl truncate md:text-3xl sm:text-4xl font-bold md:block <%= 'hidden' if params[:q].present? %>">
-      <%= t('document_templates_html') %>
-    </h1>
-  </div>
-  <div class="flex space-x-2">
-    <% if params[:q].present? || @pagy.pages > 1 || @template_folders.present? %>
-      <%= render 'shared/search_input' %>
-    <% end %>
-    <% if can?(:create, ::Template) %>
-      <span class="hidden sm:block">
-        <%= render 'templates/upload_button' %>
-      </span>
-      <%= link_to new_template_path, class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
-        <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
-        <span class="hidden md:block"><%= t('create') %></span>
-      <% end %>
-    <% end %>
-  </div>
-</div>
-<% view_archived_html = capture do %>
-  <% if has_archived %>
-    <div>
-      <a href="<%= templates_archived_index_path %>" class="link text-sm"><%= t('view_archived') %></a>
-    </div>
+<dashboard-dropzone>
+  <%= form_for '', url: '', id: form_id = SecureRandom.uuid, method: :post, class: 'hidden', data: { target: 'dashboard-dropzone.form' }, html: { enctype: 'multipart/form-data' } do %>
+    <input name="form_id" value="<%= form_id %>">
+    <button type="submit"></button>
+    <input id="dashboard_dropzone_input" name="files[]" type="file" multiple>
   <% end %>
-<% end %>
-<% templates_order_select_html = capture do %>
-  <% if params[:q].blank? && @pagy.pages > 1 %>
-    <%= render('shared/templates_order_select', with_recently_used: @pagy.count < 10_000) %>
-  <% end %>
-<% end %>
-<% if @template_folders.present? %>
-  <div class="grid gap-4 md:grid-cols-3 <%= 'mb-6' if @templates.present? %>">
-    <%= render partial: 'template_folders/folder', collection: @template_folders, as: :folder %>
-  </div>
-<% end %>
-<% if @templates.present? %>
-  <div class="grid gap-4 md:grid-cols-3">
-    <%= render partial: 'templates/template', collection: @templates %>
-    <% if show_dropzone && current_user.created_at > 2.weeks.ago || 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">
-          <app-tour id="app_tour" data-show-tour="<%= params[:tour] == 'true' || user_config.value %>" data-type="dashboard" data-next-page-path="<%= @templates.first && can?(:edit, @templates.first) ? edit_template_path(@templates.first, params.permit(:tour)) : settings_account_path %>" data-i18n="<%= t('app_tour').to_json %>"></app-tour>
-          <% if user_config.new_record? && !params.key?(:tour) %>
-            <div class="h-36 rounded-2xl pt-3 px-7 w-full border border-dashed border-base-300">
-              <div class="text-xl text-center font-semibold text-base-content">
-                <%= t('welcome_to_docuseal') %>
-              </div>
-              <div class="my-2 text-center text-xs text-base-content/70">
-                <%= t('start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document') %>
-              </div>
-              <div class="flex gap-2 mt-3 w-full">
-                <%= button_to button_title(title: t('skip'), icon_disabled: svg_icon('loader', class: 'w-4 h-4 animate-spin')), user_configs_path, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: false } }, class: 'btn btn-sm btn-outline w-full', form_class: 'flex-1', method: :post, form: { onsubmit: 'window.app_tour.parentNode.remove()' } %>
-                <%= button_to t('start_tour'), user_configs_path, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: true } }, class: 'btn btn-sm btn-warning  w-full', form_class: 'flex-1', method: :post, form: { onsubmit: 'window.app_tour.start()' } %>
-              </div>
-            </div>
-          <% end %>
+  <div class="flex justify-between items-center w-full mb-4 relative">
+    <% unless show_dropzone %>
+      <%= render 'templates/dashboard_dropzone', style: 'height: 114px' %>
+    <% end %>
+    <div class="flex items-center flex-grow min-w-0">
+      <% if has_archived || @pagy.count > 0 || @template_folders.present? %>
+        <div class="mr-2">
+          <%= render 'dashboard/toggle_view', selected: 'templates' %>
         </div>
       <% end %>
-    <% end %>
+      <h1 class="text-2xl truncate md:text-3xl sm:text-4xl font-bold md:block <%= 'hidden' if params[:q].present? %>">
+        <%= t('document_templates_html') %>
+      </h1>
+    </div>
+    <div class="flex space-x-2">
+      <% if params[:q].present? || @pagy.pages > 1 || @template_folders.present? %>
+        <%= render 'shared/search_input' %>
+      <% end %>
+      <% if can?(:create, ::Template) %>
+        <span class="hidden sm:block">
+          <%= render 'templates/upload_button' %>
+        </span>
+        <%= link_to new_template_path, class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
+          <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+          <span class="hidden md:block"><%= t('create') %></span>
+        <% end %>
+      <% end %>
+    </div>
   </div>
-<% end %>
+  <% view_archived_html = capture do %>
+    <% if has_archived %>
+      <div>
+        <a href="<%= templates_archived_index_path %>" class="link text-sm"><%= t('view_archived') %></a>
+      </div>
+    <% end %>
+  <% end %>
+  <% templates_order_select_html = capture do %>
+    <% if params[:q].blank? && @pagy.pages > 1 %>
+      <%= render('shared/templates_order_select', with_recently_used: @pagy.count < 10_000) %>
+    <% end %>
+  <% end %>
+  <% if @template_folders.present? %>
+    <div class="grid gap-4 md:grid-cols-3 <%= 'mb-6' if @templates.present? %>">
+      <%= render partial: 'template_folders/folder', collection: @template_folders, as: :folder %>
+    </div>
+  <% end %>
+  <% if @templates.present? %>
+    <div class="grid gap-4 md:grid-cols-3">
+      <%= render partial: 'templates/template', collection: @templates %>
+      <% if show_dropzone && current_user.created_at > 2.weeks.ago || 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">
+            <app-tour id="app_tour" data-show-tour="<%= params[:tour] == 'true' || user_config.value %>" data-type="dashboard" data-next-page-path="<%= @templates.first && can?(:edit, @templates.first) ? edit_template_path(@templates.first, params.permit(:tour)) : settings_account_path %>" data-i18n="<%= t('app_tour').to_json %>"></app-tour>
+            <% if user_config.new_record? && !params.key?(:tour) %>
+              <div class="h-36 rounded-2xl pt-3 px-7 w-full border border-dashed border-base-300">
+                <div class="text-xl text-center font-semibold text-base-content">
+                  <%= t('welcome_to_docuseal') %>
+                </div>
+                <div class="my-2 text-center text-xs text-base-content/70">
+                  <%= t('start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document') %>
+                </div>
+                <div class="flex gap-2 mt-3 w-full">
+                  <%= button_to button_title(title: t('skip'), icon_disabled: svg_icon('loader', class: 'w-4 h-4 animate-spin')), user_configs_path, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: false } }, class: 'btn btn-sm btn-outline w-full', form_class: 'flex-1', method: :post, form: { onsubmit: 'window.app_tour.parentNode.remove()' } %>
+                  <%= button_to t('start_tour'), user_configs_path, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: true } }, class: 'btn btn-sm btn-warning  w-full', form_class: 'flex-1', method: :post, form: { onsubmit: 'window.app_tour.start()' } %>
+                </div>
+              </div>
+            <% end %>
+          </div>
+        <% end %>
+      <% end %>
+    </div>
+  <% end %>
+</dashboard-dropzone>
 <% if show_dropzone %>
   <%= render 'templates/dropzone' %>
 <% end %>

app/views/templates_preferences/show.html.erb

@@ -31,7 +31,7 @@
               </span>
             </span>
           <% end %>
-          <%= tag.input type: 'email', multiple: true, name: 'template[preferences][bcc_completed]', autocomplete: 'off', class: 'base-input', value: ff.object.bcc_completed %>
+          <%= tag.input type: 'email', multiple: true, name: 'template[preferences][bcc_completed]', autocomplete: 'off', class: 'base-input', value: ff.object.bcc_completed, id: ff.field_id(:bcc_completed) %>
         </div>
       <% end %>
       <div class="form-control pt-3">
@@ -41,7 +41,18 @@
         </div>
       </div>
     <% end %>
-    <%= render 'templates_code_modal/preferences' %>
+    <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mb-5' }, data: { close_on_submit: false } do |f| %>
+      <%= f.fields_for :preferences, Struct.new(:default_expire_at_duration, :default_expire_at).new(@template.preferences['default_expire_at_duration'], @template.preferences['default_expire_at'] ? Time.zone.parse(@template.preferences['default_expire_at']).in_time_zone(current_account.timezone) : nil) do |ff| %>
+        <div class="form-control">
+          <% duration_options = Templates::EXPIRATION_DURATIONS.keys.map { |duration| [t(duration), duration] } + [[t('specified_date'), 'specified_date']] %>
+          <%= ff.label :default_expire_at_duration, t('default_expiration'), class: 'label pt-0' %>
+          <div class="flex items-center gap-2">
+            <%= ff.select :default_expire_at_duration, duration_options, { include_blank: t('none') }, required: false, class: 'base-select flex-1', dir: 'auto', autocomplete: 'off', onchange: "this.value == 'specified_date' ? window.template_preferences_default_expire_at.classList.remove('hidden') : [window.template_preferences_default_expire_at.classList.add('hidden'), window.template_preferences_default_expire_at.value = '', this.form.requestSubmit()]" %>
+            <%= ff.datetime_field :default_expire_at, required: false, class: ['base-input flex-1', ff.object.default_expire_at.blank? && 'hidden'].compact_blank.join(' '), dir: 'auto', autocomplete: 'off', onchange: 'this.value && this.form.requestSubmit()' %>
+          </div>
+        </div>
+      <% end %>
+    <% end %>
     <div class="collapse collapse-arrow join-item border border-base-300 mb-2">
       <input type="checkbox" name="accordion">
       <div class="collapse-title text-xl font-medium">
@@ -273,6 +284,7 @@
         </div>
       </div>
     </div>
+    <%= render 'templates_code_modal/preferences', class: 'pt-2' %>
   </div>
   <% if show_recipients %>
     <div id="recipients" class="hidden mt-2 mb-4 px-5">

config/environments/production.rb

@@ -134,7 +134,15 @@ Rails.application.configure do
         {}
       end
 
+    resource = controller.instance_variable_get(:@submitter) ||
+               controller.instance_variable_get(:@submission) ||
+               controller.instance_variable_get(:@template) ||
+               controller.instance_variable_get(:@record)
+
+    current_user = controller.instance_variable_get(:@current_user)
+
     {
+      host: controller.request.host,
       fwd: controller.request.remote_ip,
       params: {
         id: params[:id],
@@ -148,8 +156,10 @@ Rails.application.configure do
                params[:submit_form_slug] ||
                params[:template_slug]).to_s.first(5)
       }.compact_blank,
-      host: controller.request.host,
-      uid: controller.instance_variable_get(:@current_user).try(:id)
+      uid: current_user.try(:id),
+      aid: current_user.try(:account_id),
+      rid: resource.try(:id),
+      raid: resource.try(:account_id)
     }
   end
 end

config/locales/i18n.yml

@@ -21,6 +21,7 @@ en: &en
   language_ja: 日本語
   hi_there: Hi there
   thanks: Thanks
+  private: Private
   bcc_recipients: BCC recipients
   resend_pending: Re-send pending
   always_enforce_signing_order: Always enforce the signing order
@@ -597,6 +598,7 @@ en: &en
   not_invited_yet:  Not invited yet
   not_completed_yet: Not completed yet
   declined_on_time: 'Declined on %{time}'
+  expire_on_time: 'Expire on %{time}'
   sign_in_person: Sign In-person
   create_a_new_template_document_form_or_submit_the_existing_one_html: <a href="%{new_template_link}" data-turbo-frame="modal" class="inline underline font-medium">Create a new template</a> document form or <a href="%{start_form_link}" target="_blank" class="inline underline font-medium">submit the existing one</a>
   send_email_copy_with_completed_documents_to_a_specified_bcc_address: Send email copy with completed documents to a specified BCC address.
@@ -717,6 +719,25 @@ en: &en
   name_a_z: Name A-Z
   recently_used: Recently used
   newest_first: Newest first
+  none: None
+  default_expiration: Default expiration
+  specified_date: Specified date
+  one_day: 1 day
+  two_days: 2 days
+  three_days: 3 days
+  four_days: 4 days
+  five_days: 5 days
+  six_days: 6 days
+  seven_days: 7 days
+  eight_days: 8 days
+  nine_days: 9 days
+  ten_days: 10 days
+  two_weeks: 2 weeks
+  three_weeks: 3 weeks
+  four_weeks: 4 weeks
+  one_month: 1 month
+  two_months: 2 months
+  three_months: 3 months
   submission_sources:
     api: API
     bulk: Bulk Send
@@ -725,6 +746,8 @@ en: &en
     link: Link
   submission_event_names:
     send_email_to_html: '<b>Email sent</b> to %{submitter_name}'
+    bounce_email_html: '<b>Email bounced</b> %{submitter_name}'
+    complaint_email_html: '<b>Spam complaint</b> %{submitter_name}'
     send_reminder_email_to_html: '<b>Reminder email sent</b> to %{submitter_name}'
     send_sms_to_html: '<b>SMS sent</b> to %{submitter_name}'
     send_2fa_sms_to_html: '<b>Verification SMS sent</b> to %{submitter_name}'
@@ -760,11 +783,11 @@ en: &en
     previous: Previous
     next: Next
     template_and_submissions: 'Templates and Submissions'
-    template_and_submissions_description: "You can select the view that best suits your workflow. Choose the 'Templates' view if you create reusable document templates, or the 'Submissions' view when you sign individual documents or review the status of each signing request."
+    template_and_submissions_description: "You can select the view that best suits your workflow. Choose the 'Templates' view to create reusable document templates, or the 'Submissions' view to sign individual documents or review the status of each signature request."
     upload_a_pdf_file: 'Upload a PDF file'
-    upload_a_pdf_file_description: 'Upload a document to use it for creating a signing form template.'
+    upload_a_pdf_file_description: 'Upload a PDF document to create a signing form template.'
     select_a_signer_party: 'Select a signer party'
-    select_a_signer_party_description: 'This dropdown allows you to select a signing party role or add a new party to the document when it needs to be signed by two or more parties.'
+    select_a_signer_party_description: 'This dropdown allows you to select a signing party role or add a new party to the document if it requires 2 or more signatures.'
     available_parties: 'Available parties'
     available_parties_description: 'This list contains all available parties with their role names. Once selected, you can add and configure fields for the signer party.'
     available_field_types: 'Available field types'
@@ -772,7 +795,7 @@ en: &en
     text_input_field: 'Text input field'
     text_input_field_description: 'This field allows users to enter text-based information, such as names or emails.'
     signature_field: 'Signature field'
-    signature_field_description: 'This field allows for collecting signatures from the signers.'
+    signature_field_description: 'This field is used to collect signatures from the signers.'
     added_fields: 'Added fields'
     added_fields_description: 'This list displays all fields added to the document. You can reorder, edit, or remove them.'
     open_field_settings: 'Open field settings'
@@ -786,10 +809,10 @@ en: &en
     copy_and_share_link: 'Copy & share link'
     copy_and_share_link_description: 'Copy this link to share the document. Anyone with the link can sign it after entering their email.'
     sign_the_document: 'Sign the document'
-    sign_the_document_description: 'If you are one of the signers signer, this button allows you to sign the document yourself.'
+    sign_the_document_description: 'If you are one of the signers, this button allows you to sign the document.'
     send_for_signing: 'Send for signing'
     add_recipients: 'Add recipients'
-    add_recipients_description: 'Add new recipients for the document to be signed. You can enter their email addresses or phone numbers.'
+    add_recipients_description: 'Add new recipients for the document to be signed by entering their email addresses or phone numbers.'
     settings: 'Settings'
     settings_account_description: 'With comprehensive account settings, you can customize the eSigning experience and invite more users.'
     support: 'Support'
@@ -801,6 +824,7 @@ en: &en
       read: Read your data
 
 es: &es
+  private: Privado
   resend_pending: Reenviar pendiente
   ensure_unique_recipients: Asegurar destinatarios únicos
   require_phone_2fa_to_open: Requiere 2FA por teléfono para abrir
@@ -1379,6 +1403,7 @@ es: &es
   not_invited_yet: Aún no invitado
   not_completed_yet: Aún no completado
   declined_on_time: 'Rechazado el %{time}'
+  expire_on_time: 'Expira el %{time}'
   sign_in_person: Firma en persona
   create_a_new_template_document_form_or_submit_the_existing_one_html: <a href="%{new_template_link}" data-turbo-frame="modal" class="inline underline font-medium">Crear una nueva plantilla</a> de documento o <a href="%{start_form_link}" target="_blank" class="inline underline font-medium">enviar el existente</a>
   send_email_copy_with_completed_documents_to_a_specified_bcc_address: Enviar una copia del correo electrónico con los documentos completados a una dirección BCC especificada.
@@ -1499,6 +1524,25 @@ es: &es
   name_a_z: Nombre A-Z
   recently_used: Usado recientemente
   newest_first: Más reciente primero
+  none: Ninguno
+  default_expiration: Vencimiento predeterminado
+  specified_date: Fecha especificada
+  one_day: 1 día
+  two_days: 2 días
+  three_days: 3 días
+  four_days: 4 días
+  five_days: 5 días
+  six_days: 6 días
+  seven_days: 7 días
+  eight_days: 8 días
+  nine_days: 9 días
+  ten_days: 10 días
+  two_weeks: 2 semanas
+  three_weeks: 3 semanas
+  four_weeks: 4 semanas
+  one_month: 1 mes
+  two_months: 2 meses
+  three_months: 3 meses
   submission_sources:
     api: API
     bulk: Envío masivo
@@ -1507,6 +1551,8 @@ es: &es
     link: Enlace
   submission_event_names:
     send_email_to_html: '<b>Correo electrónico enviado</b> a %{submitter_name}'
+    bounce_email_html: '<b>Correo electrónico rebotado</b> %{submitter_name}'
+    complaint_email_html: '<b>Queja de spam</b> %{submitter_name}'
     send_reminder_email_to_html: '<b>Correo de recordatorio enviado</b> a %{submitter_name}'
     send_sms_to_html: '<b>SMS enviado</b> a %{submitter_name}'
     send_2fa_sms_to_html: '<b>SMS de verificación enviado</b> a %{submitter_name}'
@@ -1542,11 +1588,11 @@ es: &es
     previous: Anterior
     next: Siguiente
     template_and_submissions: 'Plantillas y Envíos'
-    template_and_submissions_description: "Puedes seleccionar la vista que mejor se adapte a tu flujo de trabajo. Elige la vista de 'Plantillas' si creas plantillas reutilizables de documentos, o la vista de 'Envíos' cuando firmas documentos individuales o revisas el estado de cada solicitud de firma."
+    template_and_submissions_description: "Puedes seleccionar la vista que mejor se adapte a tu flujo de trabajo. Elige la vista 'Plantillas' para crear plantillas reutilizables de documentos, o la vista 'Envíos' para firmar documentos individuales o revisar el estado de cada solicitud de firma."
     upload_a_pdf_file: 'Subir un archivo PDF'
-    upload_a_pdf_file_description: 'Sube un documento para usarlo como plantilla de formulario de firma.'
+    upload_a_pdf_file_description: 'Sube un documento PDF para crear una plantilla de formulario de firma.'
     select_a_signer_party: 'Seleccionar parte firmante'
-    select_a_signer_party_description: 'Este menú desplegable te permite seleccionar un rol de firmante o agregar una nueva parte al documento cuando debe ser firmado por dos o más partes.'
+    select_a_signer_party_description: 'Este menú desplegable te permite seleccionar un rol de firmante o agregar una nueva parte al documento si requiere 2 o más firmas.'
     available_parties: 'Partes disponibles'
     available_parties_description: 'Esta lista contiene todas las partes disponibles con sus roles. Una vez seleccionada, puedes añadir y configurar campos para esa parte.'
     available_field_types: 'Tipos de campo disponibles'
@@ -1554,7 +1600,7 @@ es: &es
     text_input_field: 'Campo de texto'
     text_input_field_description: 'Este campo permite a los usuarios introducir información de texto, como nombres o correos electrónicos.'
     signature_field: 'Campo de firma'
-    signature_field_description: 'Este campo permite recopilar firmas de los firmantes.'
+    signature_field_description: 'Este campo se utiliza para recopilar las firmas de los firmantes.'
     added_fields: 'Campos añadidos'
     added_fields_description: 'Esta lista muestra todos los campos añadidos al documento. Puedes reordenarlos, editarlos o eliminarlos.'
     open_field_settings: 'Abrir configuración del campo'
@@ -1568,10 +1614,10 @@ es: &es
     copy_and_share_link: 'Copiar y compartir enlace'
     copy_and_share_link_description: 'Copia este enlace para compartir el documento. Cualquiera con el enlace puede firmarlo tras ingresar su correo electrónico.'
     sign_the_document: 'Firmar el documento'
-    sign_the_document_description: 'Si eres uno de los firmantes, este botón te permite firmar el documento tú mismo.'
+    sign_the_document_description: 'Si eres uno de los firmantes, este botón te permite firmar el documento.'
     send_for_signing: 'Enviar para firma'
     add_recipients: 'Agregar destinatarios'
-    add_recipients_description: 'Agrega nuevos destinatarios para que el documento sea firmado. Puedes ingresar sus correos electrónicos o números de teléfono.'
+    add_recipients_description: 'Agrega nuevos destinatarios para que firmen el documento ingresando sus correos electrónicos o números de teléfono.'
     settings: 'Configuración'
     settings_account_description: 'Con una configuración completa de la cuenta, puedes personalizar la experiencia de firma y añadir más usuarios.'
     support: 'Soporte'
@@ -1583,6 +1629,7 @@ es: &es
       read: Leer tus datos
 
 it: &it
+  private: Privato
   resend_pending: Reinvia in sospeso
   ensure_unique_recipients: Assicurarsi destinatari unici
   require_phone_2fa_to_open: Richiedi l'autenticazione a due fattori tramite telefono per aprire
@@ -2160,6 +2207,7 @@ it: &it
   not_invited_yet: Non ancora invitato
   not_completed_yet: Non ancora completato
   declined_on_time: 'Rifiutato il %{time}'
+  expire_on_time: 'Scade il %{time}'
   sign_in_person: Firma di persona
   create_a_new_template_document_form_or_submit_the_existing_one_html: <a href="%{new_template_link}" data-turbo-frame="modal" class="inline underline font-medium">Crea un nuovo modello</a> di documento o <a href="%{start_form_link}" target="_blank" class="inline underline font-medium">invia quello esistente</a>
   send_email_copy_with_completed_documents_to_a_specified_bcc_address: Invia una copia dell'email con i documenti completati a un indirizzo BCC specificato.
@@ -2280,6 +2328,25 @@ it: &it
   name_a_z: Nome A-Z
   recently_used: Recentemente usato
   newest_first: Più recenti prima
+  none: Nessuno
+  default_expiration: Scadenza predefinita
+  specified_date: Data specificata
+  one_day: 1 giorno
+  two_days: 2 giorni
+  three_days: 3 giorni
+  four_days: 4 giorni
+  five_days: 5 giorni
+  six_days: 6 giorni
+  seven_days: 7 giorni
+  eight_days: 8 giorni
+  nine_days: 9 giorni
+  ten_days: 10 giorni
+  two_weeks: 2 settimane
+  three_weeks: 3 settimane
+  four_weeks: 4 settimane
+  one_month: 1 mese
+  two_months: 2 mesi
+  three_months: 3 mesi
   submission_sources:
     api: API
     bulk: Invio massivo
@@ -2287,7 +2354,9 @@ it: &it
     invite: Invito
     link: Link
   submission_event_names:
-    send_email_to_html: '<b>E-mail inviato</b> a %{submitter_name}'
+    send_email_to_html: '<b>Email inviata</b> a %{submitter_name}'
+    bounce_email_html: '<b>Email respinta</b> %{submitter_name}'
+    complaint_email_html: '<b>Segnalazione spam</b> %{submitter_name}'
     send_reminder_email_to_html: '<b>E-mail di promemoria inviato</b> a %{submitter_name}'
     send_sms_to_html: '<b>SMS inviato</b> a %{submitter_name}'
     send_2fa_sms_to_html: '<b>SMS di verifica inviato</b> a %{submitter_name}'
@@ -2323,11 +2392,11 @@ it: &it
     previous: Precedente
     next: Successivo
     template_and_submissions: 'Modelli e Invii'
-    template_and_submissions_description: "Puoi selezionare la vista che meglio si adatta al tuo flusso di lavoro. Scegli la vista 'Modelli' se crei modelli riutilizzabili di documenti, oppure la vista 'Invii' quando firmi documenti singoli o controlli lo stato di ogni richiesta di firma."
+    template_and_submissions_description: "Puoi selezionare la visualizzazione più adatta al tuo flusso di lavoro. Scegli la visualizzazione 'Modelli' per creare modelli di documenti riutilizzabili o 'Invii' per firmare documenti singoli o controllare lo stato di ciascuna richiesta di firma."
     upload_a_pdf_file: 'Carica un file PDF'
-    upload_a_pdf_file_description: 'Carica un documento da utilizzare per creare un modello di modulo di firma.'
+    upload_a_pdf_file_description: 'Carica un documento PDF per creare un modello di modulo di firma.'
     select_a_signer_party: 'Seleziona una parte firmataria'
-    select_a_signer_party_description: 'Questo menu a discesa consente di selezionare un ruolo di firmatario o aggiungere una nuova parte al documento quando deve essere firmato da due o più parti.'
+    select_a_signer_party_description: 'Questo menu a discesa consente di selezionare un ruolo di firmatario o aggiungere una nuova parte al documento se richiede 2 o più firme.'
     available_parties: 'Parti disponibili'
     available_parties_description: 'Questo elenco contiene tutte le parti disponibili con i relativi ruoli. Una volta selezionata, puoi aggiungere e configurare i campi per la parte firmataria.'
     available_field_types: 'Tipi di campo disponibili'
@@ -2335,7 +2404,7 @@ it: &it
     text_input_field: 'Campo di testo'
     text_input_field_description: 'Questo campo consente agli utenti di inserire informazioni testuali, come nomi o email.'
     signature_field: 'Campo firma'
-    signature_field_description: 'Questo campo consente di raccogliere firme dai firmatari.'
+    signature_field_description: 'Questo campo viene utilizzato per raccogliere le firme dei firmatari.'
     added_fields: 'Campi aggiunti'
     added_fields_description: 'Questo elenco mostra tutti i campi aggiunti al documento. Puoi riordinarli, modificarli o rimuoverli.'
     open_field_settings: 'Apri le impostazioni del campo'
@@ -2349,10 +2418,10 @@ it: &it
     copy_and_share_link: 'Copia e condividi il link'
     copy_and_share_link_description: 'Copia questo link per condividere il documento. Chiunque abbia il link potrà firmarlo dopo aver inserito la propria email.'
     sign_the_document: 'Firma il documento'
-    sign_the_document_description: 'Se sei uno dei firmatari, questo pulsante ti consente di firmare il documento personalmente.'
+    sign_the_document_description: 'Se sei uno dei firmatari, questo pulsante ti consente di firmare il documento.'
     send_for_signing: 'Invia per la firma'
     add_recipients: 'Aggiungi destinatari'
-    add_recipients_description: 'Aggiungi nuovi destinatari per la firma del documento. Puoi inserire il loro indirizzo email o numero di telefono.'
+    add_recipients_description: 'Aggiungi nuovi destinatari inserendo i loro indirizzi email o numeri di telefono per far firmare il documento.'
     settings: 'Impostazioni'
     settings_account_description: "Con impostazioni complete dell'account, puoi personalizzare l'esperienza di firma elettronica e invitare altri utenti."
     support: 'Supporto'
@@ -2364,6 +2433,7 @@ it: &it
       read: Leggi i tuoi dati
 
 fr: &fr
+  private: Privé
   resend_pending: Renvoyer en attente
   ensure_unique_recipients: Assurer l'unicité des destinataires
   require_phone_2fa_to_open: Requiert une 2FA par téléphone pour ouvrir
@@ -2943,6 +3013,7 @@ fr: &fr
   not_invited_yet: Pas encore invité
   not_completed_yet: Pas encore terminé
   declined_on_time: 'Refusé le %{time}'
+  expire_on_time: 'Expire le %{time}'
   sign_in_person: Signature en personne
   create_a_new_template_document_form_or_submit_the_existing_one_html: "<a href=\"%{new_template_link}\" data-turbo-frame=\"modal\" class=\"inline underline font-medium\">Créer un nouveau modèle</a> de document ou <a href=\"%{start_form_link}\" target=\"_blank\" class=\"inline underline font-medium\">soumettre l'existant</a>"
   send_email_copy_with_completed_documents_to_a_specified_bcc_address: Envoyer une copie de l'e-mail avec les documents complétés à une adresse BCC spécifiée.
@@ -3056,13 +3127,32 @@ fr: &fr
   submission_created_via_source_html: '<b>Soumission créée</b> via %{source}'
   pro_user_seats_used: Places utilisateur Pro en cours d'utilisation
   manage_plan: Gérer le plan
-  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: 'Cette soumission comporte plusieurs signataires, ce qui empêche l’utilisation d’un lien de partage, car il n’est pas clair quel signataire est responsable de quels champs. Pour résoudre ce problème, suivez ce <a href="https://www.docuseal.com/resources/pre-filling-recipients" class="link font-bold" rel="noopener noreferrer nofollow" target="_blank">guide</a> pour définir les détails du signataire par défaut.'
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: "Cette soumission comporte plusieurs signataires, ce qui empêche l'utilisation d'un lien de partage, car il n'est pas clair quel signataire est responsable de quels champs. Pour résoudre ce problème, suivez ce <a href=\"https://www.docuseal.com/resources/pre-filling-recipients\" class=\"link font-bold\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">guide</a> pour définir les détails du signataire par défaut."
   welcome_to_docuseal: Bienvenue sur DocuSeal
   start_a_quick_tour_to_learn_how_to_create_an_send_your_first_document: Lancez une visite rapide pour apprendre à créer et envoyer votre premier document.
   start_tour: Démarrer
   name_a_z: Nom A-Z
   recently_used: Récemment utilisé
   newest_first: Le plus récent d'abord
+  none: Aucun
+  default_expiration: Expiration par défaut
+  specified_date: Date spécifiée
+  one_day: 1 jour
+  two_days: 2 jours
+  three_days: 3 jours
+  four_days: 4 jours
+  five_days: 5 jours
+  six_days: 6 jours
+  seven_days: 7 jours
+  eight_days: 8 jours
+  nine_days: 9 jours
+  ten_days: 10 jours
+  two_weeks: 2 semaines
+  three_weeks: 3 semaines
+  four_weeks: 4 semaines
+  one_month: 1 mois
+  two_months: 2 mois
+  three_months: 3 mois
   submission_sources:
     api: API
     bulk: Envoi en masse
@@ -3071,6 +3161,8 @@ fr: &fr
     link: Lien
   submission_event_names:
     send_email_to_html: '<b>E-mail envoyé</b> à %{submitter_name}'
+    bounce_email_html: '<b>Email non distribué</b> %{submitter_name}'
+    complaint_email_html: '<b>Réclamation de spam</b> %{submitter_name}'
     send_reminder_email_to_html: '<b>E-mail de rappel envoyé</b> à %{submitter_name}'
     send_sms_to_html: '<b>SMS envoyé</b> à %{submitter_name}'
     send_2fa_sms_to_html: '<b>SMS de vérification envoyé</b> à %{submitter_name}'
@@ -3106,11 +3198,11 @@ fr: &fr
     previous: Précédent
     next: Suivant
     template_and_submissions: 'Modèles et Soumissions'
-    template_and_submissions_description: "Vous pouvez sélectionner la vue qui correspond le mieux à votre flux de travail. Choisissez la vue 'Modèles' si vous créez des modèles de documents réutilisables, ou la vue 'Soumissions' lorsque vous signez des documents individuels ou vérifiez l'état de chaque demande de signature."
+    template_and_submissions_description: "Vous pouvez sélectionner la vue qui correspond le mieux à votre flux de travail. Choisissez la vue 'Modèles' pour créer des modèles de documents réutilisables ou la vue 'Soumissions' pour signer des documents individuels ou vérifier l'état de chaque demande de signature."
     upload_a_pdf_file: 'Téléverser un fichier PDF'
-    upload_a_pdf_file_description: "Téléversez un document pour l'utiliser comme modèle de formulaire de signature."
+    upload_a_pdf_file_description: 'Téléversez un document PDF pour créer un modèle de formulaire de signature.'
     select_a_signer_party: 'Sélectionner une partie signataire'
-    select_a_signer_party_description: "Ce menu déroulant vous permet de sélectionner un rôle de signataire ou d'ajouter une nouvelle partie au document lorsqu'il doit être signé par deux parties ou plus."
+    select_a_signer_party_description: "Ce menu déroulant vous permet de sélectionner un rôle de signataire ou d'ajouter une nouvelle partie au document s'il nécessite 2 signatures ou plus."
     available_parties: 'Parties disponibles'
     available_parties_description: 'Cette liste contient toutes les parties disponibles avec leurs rôles. Une fois sélectionnée, vous pouvez ajouter et configurer les champs pour cette partie.'
     available_field_types: 'Types de champs disponibles'
@@ -3118,7 +3210,7 @@ fr: &fr
     text_input_field: 'Champ de texte'
     text_input_field_description: 'Ce champ permet aux utilisateurs de saisir des informations textuelles telles que des noms ou des adresses e-mail.'
     signature_field: 'Champ de signature'
-    signature_field_description: 'Ce champ permet de collecter les signatures des signataires.'
+    signature_field_description: 'Ce champ est utilisé pour recueillir les signatures des signataires.'
     added_fields: 'Champs ajoutés'
     added_fields_description: 'Cette liste affiche tous les champs ajoutés au document. Vous pouvez les réorganiser, les modifier ou les supprimer.'
     open_field_settings: 'Ouvrir les paramètres du champ'
@@ -3132,10 +3224,10 @@ fr: &fr
     copy_and_share_link: 'Copier et partager le lien'
     copy_and_share_link_description: 'Copiez ce lien pour partager le document. Toute personne disposant du lien pourra le signer après avoir saisi son e-mail.'
     sign_the_document: 'Signer le document'
-    sign_the_document_description: 'Si vous êtes l’un des signataires, ce bouton vous permet de signer le document vous-même.'
+    sign_the_document_description: "Si vous êtes l'n des signataires, ce bouton vous permet de signer le document."
     send_for_signing: 'Envoyer pour signature'
     add_recipients: 'Ajouter des destinataires'
-    add_recipients_description: 'Ajoutez de nouveaux destinataires pour que le document soit signé. Vous pouvez saisir leur adresse e-mail ou leur numéro de téléphone.'
+    add_recipients_description: "Ajoutez de nouveaux destinataires en saisissant leurs adresses e-mail ou numéros de téléphone pour faire signer le document."
     settings: 'Paramètres'
     settings_account_description: "Grâce à des paramètres de compte complets, vous pouvez personnaliser l'expérience de signature électronique et inviter d'autres utilisateurs."
     support: 'Assistance'
@@ -3147,6 +3239,7 @@ fr: &fr
       read: Lire vos données
 
 pt: &pt
+  private: Privado
   resend_pending: Re-enviar pendente
   ensure_unique_recipients: Garantir destinatários únicos
   require_phone_2fa_to_open: Necessário autenticação de dois fatores via telefone para abrir
@@ -3725,6 +3818,7 @@ pt: &pt
   not_invited_yet: Ainda não convidado
   not_completed_yet: Ainda não concluído
   declined_on_time: 'Recusado em %{time}'
+  expire_on_time: 'Expira em %{time}'
   sign_in_person: Assinar pessoalmente
   create_a_new_template_document_form_or_submit_the_existing_one_html: '<a href="%{new_template_link}" data-turbo-frame="modal" class="inline underline font-medium">Criar um novo modelo</a> de documento ou <a href="%{start_form_link}" target="_blank" class="inline underline font-medium">submeter o existente</a>'
   send_email_copy_with_completed_documents_to_a_specified_bcc_address: Envie uma cópia do e-mail com documentos concluídos para um endereço BCC especificado.
@@ -3845,6 +3939,25 @@ pt: &pt
   name_a_z: Nome A-Z
   recently_used: Recentemente usado
   newest_first: Mais recente primeiro
+  none: Nenhum
+  default_expiration: Expiração padrão
+  specified_date: Data especificada
+  one_day: 1 dia
+  two_days: 2 dias
+  three_days: 3 dias
+  four_days: 4 dias
+  five_days: 5 dias
+  six_days: 6 dias
+  seven_days: 7 dias
+  eight_days: 8 dias
+  nine_days: 9 dias
+  ten_days: 10 dias
+  two_weeks: 2 semanas
+  three_weeks: 3 semanas
+  four_weeks: 4 semanas
+  one_month: 1 mês
+  two_months: 2 meses
+  three_months: 3 meses
   submission_sources:
     api: API
     bulk: Envio em massa
@@ -3852,8 +3965,10 @@ pt: &pt
     invite: Convite
     link: Link
   submission_event_names:
-    send_email_to_html: '<b>E-mail enviado</b> para %{submitter_name}'
-    send_reminder_email_to_html: '<b>E-mail de lembrete enviado</b> para %{submitter_name}'
+    send_email_to_html: '<b>Email enviado</b> para %{submitter_name}'
+    bounce_email_html: '<b>Email não entregue</b> %{submitter_name}'
+    complaint_email_html: '<b>Reclamação de spam</b> %{submitter_name}'
+    send_reminder_email_to_html: '<b>Email de lembrete enviado</b> para %{submitter_name}'
     send_sms_to_html: '<b>SMS enviado</b> para %{submitter_name}'
     send_2fa_sms_to_html: '<b>SMS de verificação enviado</b> para %{submitter_name}'
     open_email_by_html: '<b>E-mail aberto</b> por %{submitter_name}'
@@ -3888,11 +4003,11 @@ pt: &pt
     previous: Anterior
     next: Próximo
     template_and_submissions: 'Modelos e Envios'
-    template_and_submissions_description: "Você pode selecionar a visualização que melhor se adapta ao seu fluxo de trabalho. Escolha a visualização 'Modelos' se criar modelos de documentos reutilizáveis, ou 'Envios' ao assinar documentos individuais ou revisar o status de cada solicitação de assinatura."
+    template_and_submissions_description: "Você pode selecionar a visualização que melhor se adapta ao seu fluxo de trabalho. Escolha a visualização 'Modelos' para criar modelos reutilizáveis de documentos ou 'Envios' para assinar documentos individuais ou verificar o status de cada solicitação de assinatura."
     upload_a_pdf_file: 'Enviar um arquivo PDF'
-    upload_a_pdf_file_description: 'Envie um documento para usá-lo como modelo de formulário de assinatura.'
+    upload_a_pdf_file_description: 'Envie um documento PDF para criar um modelo de formulário de assinatura.'
     select_a_signer_party: 'Selecionar parte assinante'
-    select_a_signer_party_description: 'Este menu suspenso permite selecionar um papel de assinante ou adicionar uma nova parte ao documento quando ele precisa ser assinado por duas ou mais partes.'
+    select_a_signer_party_description: 'Este menu suspenso permite selecionar um papel de assinante ou adicionar uma nova parte ao documento, se forem necessárias 2 ou mais assinaturas.'
     available_parties: 'Partes disponíveis'
     available_parties_description: 'Esta lista contém todas as partes disponíveis com seus respectivos papéis. Após selecionar, você poderá adicionar e configurar os campos para essa parte.'
     available_field_types: 'Tipos de campo disponíveis'
@@ -3900,7 +4015,7 @@ pt: &pt
     text_input_field: 'Campo de texto'
     text_input_field_description: 'Este campo permite que os usuários insiram informações baseadas em texto, como nomes ou e-mails.'
     signature_field: 'Campo de assinatura'
-    signature_field_description: 'Este campo permite coletar assinaturas dos signatários.'
+    signature_field_description: 'Este campo é usado para coletar assinaturas dos signatários.'
     added_fields: 'Campos adicionados'
     added_fields_description: 'Esta lista exibe todos os campos adicionados ao documento. Você pode reordená-los, editá-los ou removê-los.'
     open_field_settings: 'Abrir configurações do campo'
@@ -3917,7 +4032,7 @@ pt: &pt
     sign_the_document_description: 'Se você for um dos signatários, este botão permite que você assine o documento.'
     send_for_signing: 'Enviar para assinatura'
     add_recipients: 'Adicionar destinatários'
-    add_recipients_description: 'Adicione novos destinatários para que o documento seja assinado. Você pode inserir seus e-mails ou números de telefone.'
+    add_recipients_description: 'Adicione novos destinatários inserindo seus endereços de e-mail ou números de telefone para assinar o documento.'
     settings: 'Configurações'
     settings_account_description: 'Com configurações completas de conta, você pode personalizar a experiência de assinatura eletrônica e convidar mais usuários.'
     support: 'Suporte'
@@ -3930,6 +4045,7 @@ pt: &pt
       read: Ler seus dados
 
 de: &de
+  private: Privat
   resend_pending: Ausstehende erneut senden
   ensure_unique_recipients: Stellen Sie einzigartige Empfänger sicher
   require_phone_2fa_to_open: Telefon-2FA zum Öffnen erforderlich
@@ -4508,6 +4624,7 @@ de: &de
   not_invited_yet: Noch nicht eingeladen
   not_completed_yet: Noch nicht abgeschlossen
   declined_on_time: 'Abgelehnt am %{time}'
+  expire_on_time: 'Ablauf am %{time}'
   sign_in_person: Persönlich unterschreiben
   create_a_new_template_document_form_or_submit_the_existing_one_html: '<a href="%{new_template_link}" data-turbo-frame="modal" class="inline underline font-medium">Neue Vorlage erstellen</a> oder <a href="%{start_form_link}" target="_blank" class="inline underline font-medium">vorhandene einreichen</a>'
   send_email_copy_with_completed_documents_to_a_specified_bcc_address: Senden Sie eine E-Mail-Kopie mit abgeschlossenen Dokumenten an eine angegebene BCC-Adresse.
@@ -4628,6 +4745,25 @@ de: &de
   name_a_z: Name A-Z
   recently_used: Kürzlich verwendet
   newest_first: Neueste zuerst
+  none: Keine
+  default_expiration: Standardablauf
+  specified_date: Angegebenes Datum
+  one_day: 1 Tag
+  two_days: 2 Tage
+  three_days: 3 Tage
+  four_days: 4 Tage
+  five_days: 5 Tage
+  six_days: 6 Tage
+  seven_days: 7 Tage
+  eight_days: 8 Tage
+  nine_days: 9 Tage
+  ten_days: 10 Tage
+  two_weeks: 2 Wochen
+  three_weeks: 3 Wochen
+  four_weeks: 4 Wochen
+  one_month: 1 Monat
+  two_months: 2 Monate
+  three_months: 3 Monate
   submission_sources:
     api: API
     bulk: Massenversand
@@ -4636,6 +4772,8 @@ de: &de
     link: Link
   submission_event_names:
     send_email_to_html: '<b>E-Mail gesendet</b> an %{submitter_name}'
+    bounce_email_html: '<b>E-Mail zurückgesendet</b> %{submitter_name}'
+    complaint_email_html: '<b>Spam-Beschwerde</b> %{submitter_name}'
     send_reminder_email_to_html: '<b>Erinnerungs-E-Mail gesendet</b> an %{submitter_name}'
     send_sms_to_html: '<b>SMS gesendet</b> an %{submitter_name}'
     send_2fa_sms_to_html: '<b>Verifizierungs-SMS gesendet</b> an %{submitter_name}'
@@ -4671,11 +4809,11 @@ de: &de
     previous: Zurück
     next: Weiter
     template_and_submissions: 'Vorlagen und Übermittlungen'
-    template_and_submissions_description: "Du kannst die Ansicht wählen, die am besten zu deinem Arbeitsablauf passt. Wähle die Ansicht 'Vorlagen', wenn du wiederverwendbare Dokumentenvorlagen erstellst, oder 'Übermittlungen', wenn du einzelne Dokumente unterschreibst oder den Status jeder Signaturanfrage überprüfen möchtest."
+    template_and_submissions_description: "Du kannst die Ansicht wählen, die am besten zu deinem Arbeitsablauf passt. Wähle die Ansicht 'Vorlagen', um wiederverwendbare Dokumentvorlagen zu erstellen, oder 'Übermittlungen', um einzelne Dokumente zu unterschreiben oder den Status jeder Signaturanfrage zu überprüfen."
     upload_a_pdf_file: 'PDF-Datei hochladen'
-    upload_a_pdf_file_description: 'Lade ein Dokument hoch, um es als Vorlage für ein Signaturformular zu verwenden.'
+    upload_a_pdf_file_description: 'Lade ein PDF-Dokument hoch, um eine Vorlage für ein Signaturformular zu erstellen.'
     select_a_signer_party: 'Signaturpartei auswählen'
-    select_a_signer_party_description: 'Dieses Dropdown-Menü ermöglicht es dir, eine Signaturrolle auszuwählen oder eine neue Partei zum Dokument hinzuzufügen, wenn es von zwei oder mehr Parteien unterzeichnet werden muss.'
+    select_a_signer_party_description: 'Dieses Dropdown-Menü ermöglicht es dir, eine Signaturrolle auszuwählen oder eine neue Partei zum Dokument hinzuzufügen, wenn es 2 oder mehr Unterschriften erfordert.'
     available_parties: 'Verfügbare Parteien'
     available_parties_description: 'Diese Liste enthält alle verfügbaren Parteien mit ihren Rollennamen. Nach der Auswahl kannst du Felder für die Partei hinzufügen und konfigurieren.'
     available_field_types: 'Verfügbare Feldtypen'
@@ -4683,7 +4821,7 @@ de: &de
     text_input_field: 'Textfeld'
     text_input_field_description: 'Dieses Feld ermöglicht es Benutzern, textbasierte Informationen wie Namen oder E-Mails einzugeben.'
     signature_field: 'Signaturfeld'
-    signature_field_description: 'Dieses Feld dient der Erfassung von Signaturen der Unterzeichner.'
+    signature_field_description: 'Dieses Feld wird verwendet, um die Unterschriften der Unterzeichner zu erfassen.'
     added_fields: 'Hinzugefügte Felder'
     added_fields_description: 'Diese Liste zeigt alle dem Dokument hinzugefügten Felder. Du kannst sie neu anordnen, bearbeiten oder entfernen.'
     open_field_settings: 'Feld-Einstellungen öffnen'
@@ -4697,10 +4835,10 @@ de: &de
     copy_and_share_link: 'Link kopieren und teilen'
     copy_and_share_link_description: 'Kopiere diesen Link, um das Dokument zu teilen. Jeder mit dem Link kann es unterschreiben, nachdem er seine E-Mail-Adresse eingegeben hat.'
     sign_the_document: 'Dokument unterschreiben'
-    sign_the_document_description: 'Wenn du einer der Unterzeichner bist, kannst du das Dokument mit diesem Button selbst unterschreiben.'
+    sign_the_document_description: 'Wenn du einer der Unterzeichner bist, kannst du das Dokument mit diesem Button unterschreiben.'
     send_for_signing: 'Zum Unterschreiben senden'
     add_recipients: 'Empfänger hinzufügen'
-    add_recipients_description: 'Füge neue Empfänger hinzu, damit das Dokument unterschrieben werden kann. Du kannst deren E-Mail-Adressen oder Telefonnummern eingeben.'
+    add_recipients_description: 'Füge neue Empfänger hinzu, indem du ihre E-Mail-Adressen oder Telefonnummern eingibst, damit sie das Dokument unterschreiben können.'
     settings: 'Einstellungen'
     settings_account_description: 'Mit umfangreichen Kontoeinstellungen kannst du das Signiererlebnis anpassen und weitere Benutzer einladen.'
     support: 'Support'

config/routes.rb

@@ -97,6 +97,7 @@ Rails.application.routes.draw do
   resources :templates, only: %i[new create edit update show destroy] do
     resource :debug, only: %i[show], controller: 'templates_debug' if Rails.env.development?
     resources :documents, only: %i[create], controller: 'template_documents'
+    resources :clone_and_replace, only: %i[create], controller: 'templates_clone_and_replace'
     resources :restore, only: %i[create], controller: 'templates_restore'
     resources :archived, only: %i[index], controller: 'templates_archived_submissions'
     resources :submissions, only: %i[new create]

lib/abilities/template_conditions.rb

@@ -5,26 +5,31 @@ module Abilities
     module_function
 
     def collection(user, ability: nil)
-      template_ids = Template.where(account_id: user.account_id).select(:id)
+      templates = Template.where(account_id: user.account_id)
+
+      return templates unless user.account.testing?
 
       shared_ids =
-        TemplateSharing.where({ ability:,
-                                account_id: [user.account_id, TemplateSharing::ALL_ID] }.compact)
+        TemplateSharing.where({ ability:, account_id: [user.account_id, TemplateSharing::ALL_ID] }.compact)
                        .select(:template_id)
 
-      join_query = Template.arel_table
-                           .join(Arel::Nodes::TableAlias.new(template_ids.arel.union(shared_ids.arel), 'union_ids'))
-                           .on(Template.arel_table[:id].eq(Arel::Table.new(:union_ids)[:id]))
+      join_query =
+        Template.arel_table
+                .join(Arel::Nodes::TableAlias.new(templates.select(:id).arel.union(shared_ids.arel), 'union_ids'))
+                .on(Template.arel_table[:id].eq(Arel::Table.new(:union_ids)[:id]))
 
       Template.joins(join_query.join_sources.first)
     end
 
     def entity(template, user:, ability: nil)
+      return true if template.account_id.blank?
       return true if template.account_id == user.account_id
+      return false unless user.account.linked_account_account
+      return false if template.template_sharings.to_a.blank?
 
       account_ids = [user.account_id, TemplateSharing::ALL_ID]
 
-      template.template_sharings.any? do |e|
+      template.template_sharings.to_a.any? do |e|
         e.account_id.in?(account_ids) && (ability.nil? || e.ability == 'manage' || e.ability == ability)
       end
     end

lib/ability.rb

@@ -4,13 +4,11 @@ class Ability
   include CanCan::Ability
 
   def initialize(user)
-    can :manage, Template, account_id: user.account_id
-
-    can %i[read update create], Template,
-        Abilities::TemplateConditions.collection(user) do |template|
+    can %i[read create update], Template, Abilities::TemplateConditions.collection(user) do |template|
       Abilities::TemplateConditions.entity(template, user:, ability: 'manage')
     end
 
+    can :destroy, Template, account_id: user.account_id
     can :manage, TemplateFolder, account_id: user.account_id
     can :manage, TemplateSharing, template: { account_id: user.account_id }
     can :manage, Submission, account_id: user.account_id

lib/docuseal.rb

@@ -55,6 +55,10 @@ module Docuseal
     ENV['MULTITENANT'] == 'true'
   end
 
+  def advanced_formats?
+    multitenant?
+  end
+
   def demo?
     ENV['DEMO'] == 'true'
   end

lib/replace_email_variables.rb

@@ -15,6 +15,7 @@ module ReplaceEmailVariables
   SUBMITTER_SLUG = /\{+submitter\.slug\}+/i
   SUBMISSION_LINK = /\{+submission\.link\}+/i
   SUBMISSION_ID = /\{+submission\.id\}+/i
+  SUBMISSION_EXPIRE_AT = /\{+submission\.expire_at\}+/i
   SUBMITTERS = /\{+(?:submission\.)?submitters\}+/i
   SUBMITTERS_N_EMAIL = /\{+submitters\[(?<index>\d+)\]\.email\}+/i
   SUBMITTERS_N_NAME = /\{+submitters\[(?<index>\d+)\]\.name\}+/i
@@ -48,6 +49,13 @@ module ReplaceEmailVariables
     text = replace(text, SENDER_NAME, html_escape:) { submitter.submission.created_by_user&.full_name }
     text = replace(text, SENDER_FIRST_NAME, html_escape:) { submitter.submission.created_by_user&.first_name }
 
+    text = replace(text, SUBMISSION_EXPIRE_AT, html_escape:) do
+      if submitter.submission.expire_at
+        I18n.l(submitter.submission.expire_at.in_time_zone(submitter.submission.account.timezone),
+               format: :short, locale: submitter.submission.account.locale)
+      end
+    end
+
     text = replace(text, SUBMITTERS_N_NAME, html_escape:) do |match|
       build_submitters_n_field(submitter.submission, match[:index].to_i - 1, :name)
     end

lib/submissions.rb

@@ -59,10 +59,13 @@ module Submissions
   def create_from_emails(template:, user:, emails:, source:, mark_as_sent: false, params: {})
     preferences = Submitters.normalize_preferences(user.account, user, params)
 
+    expire_at = params[:expire_at].presence || Templates.build_default_expire_at(template)
+
     parse_emails(emails, user).uniq.map do |email|
       submission = template.submissions.new(created_by_user: user,
                                             account_id: user.account_id,
                                             source:,
+                                            expire_at:,
                                             template_submitters: template.submitters)
 
       submission.submitters.new(email: normalize_email(email),

lib/submissions/create_from_submitters.rb

@@ -16,11 +16,12 @@ module Submissions
 
         set_submission_preferences = submission_preferences.slice('send_email', 'bcc_completed')
         set_submission_preferences['send_email'] = true if params['send_completed_email']
+        expire_at = attrs[:expire_at] || Templates.build_default_expire_at(template)
 
         submission = template.submissions.new(created_by_user: user, source:,
                                               account_id: user.account_id,
                                               preferences: set_submission_preferences,
-                                              expire_at: attrs[:expire_at],
+                                              expire_at:,
                                               template_submitters: [], submitters_order:)
 
         template_submitters = template.submitters.deep_dup

lib/submissions/generate_audit_trail.rb

@@ -379,7 +379,9 @@ module Submissions
 
       composer.text(I18n.t('event_log'), font_size: 12, padding: [10, 0, 20, 0])
 
-      events_data = submission.submission_events.sort_by(&:event_timestamp).map do |event|
+      events_data = submission.submission_events.sort_by(&:event_timestamp).filter_map do |event|
+        next if event.event_type.in?(%w[bounce_email complaint_email])
+
         submitter = submission.submitters.find { |e| e.id == event.submitter_id }
         submitter_name =
           if event.event_type.include?('sms') || event.event_type.include?('phone')

lib/submissions/generate_result_attachments.rb

@@ -209,7 +209,7 @@ module Submissions
           font_size   = preferences_font_size
           font_size ||= (([page.box.width, page.box.height].min / A4_SIZE[0].to_f) * FONT_SIZE).to_i
 
-          fill_color = field.dig('preferences', 'color').presence
+          fill_color = field.dig('preferences', 'color').to_s.delete_prefix('#').presence
 
           font_name = field.dig('preferences', 'font')
           font_variant = (field.dig('preferences', 'font_type').presence || 'none').to_sym

lib/submissions/timestamp_handler.rb

@@ -2,7 +2,7 @@
 
 module Submissions
   class TimestampHandler
-    HASH_ALGORITHM = 'SHA512'
+    HASH_ALGORITHM = 'SHA256'
 
     TimestampError = Class.new(StandardError)
 
@@ -20,6 +20,7 @@ module Submissions
       signature[:SubFilter] = :'ETSI.RFC3161'
     end
 
+    # rubocop:disable Metrics
     def sign(io, byte_range)
       digest = OpenSSL::Digest.new(HASH_ALGORITHM)
 
@@ -34,7 +35,7 @@ module Submissions
         c.basic_auth(uri.user, uri.password) if uri.password.present?
       end
 
-      response = conn.post(uri.path, build_payload(digest.digest),
+      response = conn.post(uri.request_uri, build_payload(digest.digest),
                            'content-type' => 'application/timestamp-query')
 
       if response.status != 200 || response.body.blank?
@@ -49,7 +50,13 @@ module Submissions
       end
 
       OpenSSL::Timestamp::Response.new(response.body).token.to_der
+    rescue StandardError => e
+      Rollbar.error(e) if defined?(Rollbar)
+      Rails.logger.error(e)
+
+      OpenSSL::ASN1::GeneralizedTime.new(Time.now.utc).to_der
     end
+    # rubocop:enable Metrics
 
     def build_payload(digest)
       req = OpenSSL::Timestamp::Request.new

lib/submitters/serialize_for_api.rb

@@ -27,6 +27,10 @@ module Submitters
         additional_attrs['fields'] = SerializeForWebhook.build_fields_array(submitter)
       end
 
+      if with_template
+        additional_attrs['template'] = submitter.submission.template.as_json(only: %i[id name created_at updated_at])
+      end
+
       additional_attrs['values'] = SerializeForWebhook.build_values_array(submitter) if with_values
       additional_attrs['documents'] = SerializeForWebhook.build_documents_array(submitter) if with_documents
       additional_attrs['preferences'] = submitter.preferences.except('default_values')
@@ -41,10 +45,7 @@ module Submitters
           Rails.application.routes.url_helpers.submit_form_url(slug: submitter.slug, **Docuseal.default_url_options)
       end
 
-      include_params = {}
-      include_params[:template] = { only: %i[id name created_at updated_at] } if with_template
-
-      submitter.as_json(SERIALIZE_PARAMS.merge(include: include_params)).merge(additional_attrs)
+      submitter.as_json(SERIALIZE_PARAMS).merge(additional_attrs)
     end
 
     def serialize_events(events)

lib/submitters/serialize_for_webhook.rb

@@ -34,8 +34,10 @@ module Submitters
                       'audit_log_url' => submitter.submission.audit_log_url,
                       'submission_url' => r.submissions_preview_url(submitter.submission.slug,
                                                                     **Docuseal.default_url_options),
-                      'template' => submitter.template.as_json(only: %i[id name external_id created_at updated_at],
-                                                               methods: %i[folder_name]),
+                      'template' => submitter.submission.template.as_json(
+                        only: %i[id name external_id created_at updated_at],
+                        methods: %i[folder_name]
+                      ),
                       'submission' => {
                         **submitter.submission.slice(:id, :audit_log_url, :combined_document_url, :created_at),
                         status: build_submission_status(submitter.submission),

lib/templates.rb

@@ -1,6 +1,25 @@
 # frozen_string_literal: true
 
 module Templates
+  EXPIRATION_DURATIONS = {
+    one_day: 1.day,
+    two_days: 2.days,
+    three_days: 3.days,
+    four_days: 4.days,
+    five_days: 5.days,
+    six_days: 6.days,
+    seven_days: 7.days,
+    eight_days: 8.days,
+    nine_days: 9.days,
+    ten_days: 10.days,
+    two_weeks: 14.days,
+    three_weeks: 21.days,
+    four_weeks: 28.days,
+    one_month: 1.month,
+    two_months: 2.months,
+    three_months: 3.months
+  }.with_indifferent_access.freeze
+
   module_function
 
   def build_field_areas_index(fields)
@@ -30,4 +49,17 @@ module Templates
         item['linked_to_uuid'].blank? && item['is_requester'].blank? && item['email'].blank?
     end
   end
+
+  def build_default_expire_at(template)
+    default_expire_at_duration = template.preferences['default_expire_at_duration'].presence
+    default_expire_at = template.preferences['default_expire_at'].presence
+
+    return if default_expire_at_duration.blank?
+
+    if default_expire_at_duration == 'specified_date' && default_expire_at.present?
+      Time.zone.parse(default_expire_at)
+    elsif EXPIRATION_DURATIONS[default_expire_at_duration]
+      Time.current + EXPIRATION_DURATIONS[default_expire_at_duration]
+    end
+  end
 end

lib/templates/clone.rb

@@ -4,6 +4,7 @@ module Templates
   module Clone
     module_function
 
+    # rubocop:disable Metrics, Style/CombinableLoops
     def call(original_template, author:, external_id: nil, name: nil, folder_name: nil)
       template = original_template.account.templates.new
 
@@ -29,10 +30,13 @@ module Templates
         template.schema.first['name'] = template.name
       end
 
+      original_template.template_accesses.each do |template_access|
+        template.template_accesses.new(user_id: template_access.user_id)
+      end
+
       template
     end
 
-    # rubocop:disable Metrics, Style/CombinableLoops
     def update_submitters_and_fields_and_schema(cloned_submitters, cloned_fields, cloned_schema, cloned_preferences)
       submitter_uuids_replacements = {}
       field_uuids_replacements = {}

lib/templates/clone_attachments.rb

@@ -4,10 +4,12 @@ module Templates
   module CloneAttachments
     module_function
 
-    def call(template:, original_template:, documents: [])
+    def call(template:, original_template:, documents: [], excluded_attachment_uuids: [])
       schema_uuids_replacements = {}
 
       template.schema.each_with_index do |schema_item, index|
+        next if excluded_attachment_uuids.include?(schema_item['attachment_uuid'])
+
         new_schema_item_uuid = SecureRandom.uuid
 
         schema_uuids_replacements[schema_item['attachment_uuid']] = new_schema_item_uuid
@@ -22,17 +24,22 @@ module Templates
         next if field['areas'].blank?
 
         field['areas'].each do |area|
-          area['attachment_uuid'] = schema_uuids_replacements[area['attachment_uuid']]
+          new_attachment_uuid = schema_uuids_replacements[area['attachment_uuid']]
+          area['attachment_uuid'] = new_attachment_uuid if new_attachment_uuid
         end
       end
 
       template.save!
 
-      original_template.schema_documents.map do |document|
+      original_template.schema_documents.filter_map do |document|
+        new_attachment_uuid = schema_uuids_replacements[document.uuid]
+
+        next unless new_attachment_uuid
+
         new_document =
           ApplicationRecord.no_touching do
             template.documents_attachments.create!(
-              uuid: schema_uuids_replacements[document.uuid],
+              uuid: new_attachment_uuid,
               blob_id: document.blob_id
             )
           end

lib/templates/find_acro_fields.rb

@@ -161,7 +161,7 @@ module Templates
           options: build_options(field.allowed_values, 'radio'),
           default_value: selected_option
         }
-      elsif field.field_type == :Btn && field.concrete_field_type == :check_box
+      elsif field.field_type == :Btn && %i[check_box radio_button].include?(field.concrete_field_type)
         {
           **attrs,
           type: 'checkbox',

lib/templates/replace_attachments.rb

@@ -0,0 +1,65 @@
+# frozen_string_literal: true
+
+module Templates
+  module ReplaceAttachments
+    module_function
+
+    # rubocop:disable Metrics
+    def call(template, params = {}, extract_fields: false)
+      documents = Templates::CreateAttachments.call(template, params, extract_fields:)
+      submitter = template.submitters.first
+
+      documents.each_with_index do |document, index|
+        replaced_document_schema = template.schema[index]
+
+        template.schema[index] = { attachment_uuid: document.uuid, name: document.filename.base }
+
+        if replaced_document_schema
+          template.fields.each do |field|
+            next if field['areas'].blank?
+
+            field['areas'].each do |area|
+              if area['attachment_uuid'] == replaced_document_schema['attachment_uuid']
+                area['attachment_uuid'] = document.uuid
+              end
+            end
+          end
+        end
+
+        next if template.fields.any? { |f| f['areas']&.any? { |a| a['attachment_uuid'] == document.uuid } }
+        next if submitter.blank? || document.metadata.dig('pdf', 'fields').blank?
+
+        pdf_fields = document.metadata['pdf'].delete('fields').to_a
+        pdf_fields.each { |f| f['submitter_uuid'] = submitter['uuid'] }
+
+        if index.positive? && pdf_fields.present?
+          preview_document = template.schema[index - 1]
+          preview_document_last_field = template.fields.reverse.find do |f|
+            f['areas']&.any? do |a|
+              a['attachment_uuid'] == preview_document[:attachment_uuid]
+            end
+          end
+
+          if preview_document_last_field
+            last_preview_document_field_index = template.fields.find_index do |f|
+              f['uuid'] == preview_document_last_field['uuid']
+            end
+          end
+
+          if last_preview_document_field_index
+            template.fields.insert(index, *pdf_fields)
+          else
+            template.fields += pdf_fields
+          end
+        elsif pdf_fields.present?
+          template.fields += pdf_fields
+
+          template.schema[index]['pending_fields'] = true
+        end
+      end
+
+      documents
+    end
+    # rubocop:enable Metrics
+  end
+end

spec/signing_form_helper.rb

@@ -47,7 +47,7 @@ module SigningFormHelper
       drawStep();
     JS
 
-    sleep 0.5
+    sleep 0.1
   end
 
   def field_value(submitter, field_name)