E-Signature Use Cases (SIG)¶

Module Purpose: Integrate e-signature capabilities for legally binding document signing. This module contains 4 use cases for Phase 2.

Use Case Quick Reference¶

ID	Title	Priority
SIG-001	Request Signature	P1
SIG-002	Track Signature Status	P1
SIG-003	Store Signed Document	P1
SIG-004	Verify Signature Validity	P2

Integration Options¶

Provider	Features	Compliance
DocuSign	Full API, templates	eSign Act, eIDAS
Adobe Sign	Acrobat integration	eSign Act, eIDAS
SignNow	Cost-effective	eSign Act
Custom	Self-hosted	Configurable

UC-SIG-001: Request Signature¶

Overview¶

Field	Value
ID	SIG-001
Title	Request Signature
Actor	User
Priority	P1 (Phase 2)

Description¶

Send document for electronic signature to one or more signers.

Steps¶

User selects document
User adds signer(s) (email, name, role)
User places signature fields on document
System sends signing request via email
Signer receives link to sign

Input¶

{
  "document_id": "doc_abc",
  "signers": [
    {
      "email": "john@example.com",
      "name": "John Smith",
      "role": "Client",
      "order": 1
    },
    {
      "email": "jane@company.com",
      "name": "Jane Doe",
      "role": "Account Manager",
      "order": 2
    }
  ],
  "signature_fields": [
    {"page": 3, "x": 100, "y": 500, "signer": 1},
    {"page": 3, "x": 100, "y": 600, "signer": 2}
  ],
  "message": "Please sign the attached contract"
}

Output¶

{
  "envelope_id": "env_12345",
  "status": "sent",
  "signers": [
    {"email": "john@example.com", "status": "pending"},
    {"email": "jane@company.com", "status": "waiting"}
  ]
}

Acceptance Criteria¶

Multiple signers supported
Sequential signing order
Custom message included
Signature field placement

UC-SIG-002: Track Signature Status¶

Overview¶

Field	Value
ID	SIG-002
Title	Track Signature Status
Actor	User
Priority	P1 (Phase 2)

Description¶

Monitor the signing progress of sent documents.

Status Values¶

Status	Description
Sent	Email sent to signer
Viewed	Signer opened document
Signed	Signer completed signature
Declined	Signer declined to sign
Expired	Signing window expired
Completed	All signatures collected

Output¶

{
  "envelope_id": "env_12345",
  "status": "in_progress",
  "signers": [
    {"email": "john@example.com", "status": "signed", "signed_at": "..."},
    {"email": "jane@company.com", "status": "viewed", "viewed_at": "..."}
  ],
  "created_at": "2024-01-15T10:00:00Z"
}

Acceptance Criteria¶

Real-time status updates
Per-signer status tracking
Email notifications on status change

UC-SIG-003: Store Signed Document¶

Overview¶

Field	Value
ID	SIG-003
Title	Store Signed Document
Actor	System
Priority	P1 (Phase 2)

Description¶

Automatically store completed signed documents back into DMS.

Steps¶

Receive webhook from e-sign provider
Download signed PDF with certificate
Store in document repository
Update original document metadata
Trigger post-signature workflow (if configured)

Stored Metadata¶

Field	Description
signed_at	Completion timestamp
signers	List of signer details
certificate	Signing certificate
audit_trail	Complete signing history

Acceptance Criteria¶

Signed PDF stored automatically
Audit trail preserved
Original document linked

UC-SIG-004: Verify Signature Validity¶

Overview¶

Field	Value
ID	SIG-004
Title	Verify Signature Validity
Actor	User, System
Priority	P2 (Phase 2)

Description¶

Verify that signatures on a document are valid and untampered.

Verification Checks¶

Check	Description
Certificate validity	Signing certificate is valid
Document integrity	PDF not modified after signing
Signer identity	Signer email/identity verified
Timestamp	Signing timestamp is accurate

Output¶

{
  "document_id": "doc_abc",
  "valid": true,
  "signatures": [
    {
      "signer": "john@example.com",
      "valid": true,
      "signed_at": "2024-01-15T14:30:00Z",
      "certificate": "CN=John Smith, O=Example Corp"
    }
  ]
}

Acceptance Criteria¶

PDF signature validation
Certificate chain verification
Tampering detection

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