The signing flow

The dedicated signing page, /sign/<contractId>, is the audit-logged e-signature experience. Clients reach it through a private magic link (carrying a one-time token and their email), so only the intended signer can open it.

What the client does

1. Loads the agreement. The page fetches the contract and logs that it was opened. If the PDF is still generating, it polls for up to ~30 seconds until it’s ready. If the contract is already signed, the client lands directly on the completed hand-off.
2. Reads the PDF. The signed document renders inline in a viewer. The signing form stays locked until the client scrolls to the end of the agreement — there’s no skip-ahead override, and if the PDF can’t load the form never unlocks (a client must not sign something they can’t see).
3. Signs. The client:
   • types their full legal name,
   • draws a signature on the signature pad, and
   • checks the e-sign consent disclosure box. All three are required. Missing any one shows a clear message (“Please type your full legal name”, “Please draw your signature”, “You must accept the e-sign disclosure”).
4. Submits. VertaFlow seals the document — producing a tamper-evident signed PDF (SHA-256) and a verification certificate — and records the signing event.

After signing

The client sees a hand-off card (not a bare “Signed.”). From there:

• they may be offered a final upsell,
• they get a link to verify the certificate (Verifying a signed contract),
• and they’re sent on to payment (Stripe) and account activation / onboarding so they flow straight into getting started.

If something goes wrong

If the agreement can’t be opened, the client sees a recovery screen: the private link may have expired, and the fix is usually to reopen the most recent link from their email — or contact Anthony directly (email, or call/text (315) 281-9639) to have it resent. Common snags are covered in Contract / signing issues.