71 lines
3.2 KiB
Markdown
71 lines
3.2 KiB
Markdown
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# Phase 6: Signing Flow - Context
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**Gathered:** 2026-03-20
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**Status:** Ready for planning
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<domain>
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## Phase Boundary
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Client receives a unique email signing link, opens the prepared PDF in any browser without creating an account, draws or types a signature, and the signed document is stored with a legally defensible audit trail. Email delivery, signing page, canvas capture, token expiry/one-time-use enforcement, and audit logging are all in scope. Secure agent download of signed PDFs is Phase 7.
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</domain>
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<decisions>
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## Implementation Decisions
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### Signing page layout
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- Full document scroll — client scrolls through the entire PDF, reading before signing
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- Signature fields use a glowing/pulsing blue outline to draw attention
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- Sticky progress bar at top or bottom: "1 of 2 signatures complete" with jump-to-next navigation
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- Page header shows: "Teressa Copeland Homes" branding + document title + short instruction ("Please review and sign the document below.")
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### Signature canvas UX
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- Canvas appears in a modal overlay (not inline) — keeps drawing interaction focused, works well on mobile
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- Modal has three tabs: **Draw** | **Type** | **Use Saved**
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- Draw: freehand canvas
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- Type: client types their name, rendered in a cursive font
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- Use Saved: shows saved signature preview with "Apply" button (tab only appears if a saved sig exists)
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- Clear/Redo available within the modal before confirming
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- After all fields are signed, an explicit **"Submit Signature"** button becomes active (or appears) in the sticky bar — one intentional final action
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### Email design
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- Branded HTML email (not plain text)
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- Sender: `"Teressa Copeland" <teressa@teressacopelandhomes.com>`
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- Body content: document name, expiry deadline, simple instruction ("No account needed — just click the button below"), prominent "Review & Sign" CTA button
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- Agent notification: Teressa receives an email when a client completes signing (client name, document name, timestamp) — no notification on link open
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### Post-signing experience
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- Full confirmation page after submit: success checkmark, "You've signed [Document Name]", timestamp, download button for a copy of the signed PDF
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- Clean thank-you only — no agent contact info on the page
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- If a client revisits an already-used signing link: "Already signed" page showing signed date/time + download link for their copy
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- Expired links show a distinct "Link expired" message (separate from already-signed)
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### Claude's Discretion
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- Exact cursive font for typed signatures
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- Confirmation page visual design/layout details
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- How the one-time download link for the client copy is generated (short-lived token or inline with the confirmation session)
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- Mobile responsiveness specifics for the signing page PDF viewer
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</decisions>
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<specifics>
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## Specific Ideas
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- The modal canvas approach mirrors DocuSign-style tooling — familiar to clients
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- "Submit Signature" should feel like a meaningful, intentional action — not accidental
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- Signed date/time on the "already signed" page gives the client confidence they can reference when it happened
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</specifics>
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<deferred>
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## Deferred Ideas
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- None — discussion stayed within phase scope
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</deferred>
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---
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*Phase: 06-signing-flow*
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*Context gathered: 2026-03-20*
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