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+# 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*