Signing templates

[DonKoko]

We use the signing-templates branch to keep track of everything related to the templates functionality.
At the time of creating this PR the branch already has the functionality for creating the templates, however we have 2 remaining issues for it:

• [Feature request]: Administrators can configure PDF template documents used for assigning Custody and Bookings #462
• [Feature request]: Custodian electronically signs template document before receiving custody #499
• [Feature request]: Administrator requires a custodian to read and sign a document when assigning long term custody #461

Pending decisions:

• what are the limits on custody agreements. We still need to decide and implement it on DB level
• Assigning custody to an NRM with an agreement that doesn't require signature is kind of weird UX. What should we do?

[DonKoko]

@rockingrohit9639 yesterday we discussed the last pending point. Please find the information below on what needs to be implemented:

Limits

• 5MB max file size for custody agreement PDF
• Max 5 active agreements per workspace
• Max 20 total agreements per workspace - this is a new thing but we need to do it in order to limit the max storage space used

User safety

To ensure user safety and prevent abuse from admins we have to make it so that once a template has been used once(signed or unsigned), we should not allow to change the file. To do that please disable the file field in that case with the following message: This custody agreement has already been used and signed and it's file cannot be changed anymore. If your agreement document has changed, please create a new custody agreement with your new document.

[DonKoko]

• Custody agreements limits should be 0 for free tier and tier_1. Only tier_2(team) can have them
• Adding a new agreement seems to check maxCustodyAgreements instead of maxActive.... I could add a 6th one:
  
• When custody is assigned with agreement that doesnt require signature, the link to the agreement should still be in the email.
• Editing a file from an agreement that is used works good, but i dont see the message: This custody agreement has already been used and signed and it's file cannot be changed anymore. If your agreement document has changed, please create a new custody agreement with your new document.

[carlosvirreira]

Comments/Feedback:

Template upload area
Please add supportive text.

Please add a column to show if the agreement is 'Ask for signature' or 'View only' (You can use the same 'pill' - as we have used on the 'default' column.

Asset Index
If you are assigning custody via a batch action (for a SINGULAR) asset. Please emulate the same UX as we have on the asset page when performing this action. (Right now you have to open the asset page and get this done).

Advanced Asset Index
Add same icon to advanced asset index with the same hover text

Asset Page
BUG (Although the asset is signed for ((in custody)) you can still see the 'awaiting signature' component.

Receipts page
Add filters. Custody and Signature Status. Same style as 'asset status filters'

Receipt explorer/modal

• Generate a PDF instead of a JPG
• Since the asset name can change. Print the asset ID under the asset name

Signature collection screen
Please add a 'clear' that deletes any sort of signature that is on the view.

Please make the signature font look signature-ish (https://github.com/documenso/documenso/tree/main/apps/remix/public/fonts) use Caveat.

View Only Agreement

Please add a 'close' button in the same style as the 'sign' button. As users might be confused on what to do on that view.

[carlosvirreira]

Additional tasks:

When using Bulk Assign Custody to a Self Service OR Base user with a Sign action
After the batch action is performed please show a message.

When using Bulk Assign Custody to a NRM with a Sign action

When using Bulk Assign Custody to a NRM user with a View Only Agreement

When using Bulk Assign Custody to a Self Service OR Base user with a View Only Agreement