974 B
974 B
Milestones: Teressa Copeland Homes
v1.0 — Core Document Signing Platform
Completed: 2026-03-21 Phases: 1–7 (28 plans) Summary: Full end-to-end document signing platform. Marketing site, agent portal, PDF upload and field mapping, email-link signing flow (no client account), LEGAL-03 compliant presigned downloads, audit trail.
What Shipped
| Phase | Name | Plans |
|---|---|---|
| 1 | Foundation (auth, DB, Next.js setup) | 3 |
| 2 | Marketing site (brand, contact form) | 3 |
| 3 | Agent portal shell (clients, dashboard) | 4 |
| 4 | PDF ingest (upload, preview, forms library) | 4 |
| 5 | PDF fill & field mapping (prepare, drag-drop fields) | 4 |
| 6 | Signing flow (email link, client signs, confirmation) | 6 |
| 7 | Audit trail & download (presigned URLs, LEGAL-03) | 4 |
Requirements Satisfied
28 requirements across AUTH, MKTG, CLIENT, DASH, DOC, SIGN, LEGAL categories. See REQUIREMENTS.md for full traceability.