diff --git a/.planning/phases/06-signing-flow/06-CONTEXT.md b/.planning/phases/06-signing-flow/06-CONTEXT.md new file mode 100644 index 0000000..25ad377 --- /dev/null +++ b/.planning/phases/06-signing-flow/06-CONTEXT.md @@ -0,0 +1,70 @@ +# Phase 6: Signing Flow - Context + +**Gathered:** 2026-03-20 +**Status:** Ready for planning + + +## Phase Boundary + +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. + + + + +## Implementation Decisions + +### Signing page layout +- Full document scroll — client scrolls through the entire PDF, reading before signing +- Signature fields use a glowing/pulsing blue outline to draw attention +- Sticky progress bar at top or bottom: "1 of 2 signatures complete" with jump-to-next navigation +- Page header shows: "Teressa Copeland Homes" branding + document title + short instruction ("Please review and sign the document below.") + +### Signature canvas UX +- Canvas appears in a modal overlay (not inline) — keeps drawing interaction focused, works well on mobile +- Modal has three tabs: **Draw** | **Type** | **Use Saved** + - Draw: freehand canvas + - Type: client types their name, rendered in a cursive font + - Use Saved: shows saved signature preview with "Apply" button (tab only appears if a saved sig exists) +- Clear/Redo available within the modal before confirming +- After all fields are signed, an explicit **"Submit Signature"** button becomes active (or appears) in the sticky bar — one intentional final action + +### Email design +- Branded HTML email (not plain text) +- Sender: `"Teressa Copeland" ` +- Body content: document name, expiry deadline, simple instruction ("No account needed — just click the button below"), prominent "Review & Sign" CTA button +- Agent notification: Teressa receives an email when a client completes signing (client name, document name, timestamp) — no notification on link open + +### Post-signing experience +- Full confirmation page after submit: success checkmark, "You've signed [Document Name]", timestamp, download button for a copy of the signed PDF +- Clean thank-you only — no agent contact info on the page +- If a client revisits an already-used signing link: "Already signed" page showing signed date/time + download link for their copy +- Expired links show a distinct "Link expired" message (separate from already-signed) + +### Claude's Discretion +- Exact cursive font for typed signatures +- Confirmation page visual design/layout details +- How the one-time download link for the client copy is generated (short-lived token or inline with the confirmation session) +- Mobile responsiveness specifics for the signing page PDF viewer + + + + +## Specific Ideas + +- The modal canvas approach mirrors DocuSign-style tooling — familiar to clients +- "Submit Signature" should feel like a meaningful, intentional action — not accidental +- Signed date/time on the "already signed" page gives the client confidence they can reference when it happened + + + + +## Deferred Ideas + +- None — discussion stayed within phase scope + + + +--- + +*Phase: 06-signing-flow* +*Context gathered: 2026-03-20*