Context
ScopeStack records audit logs and acceptance metadata, but mature e-signature tools provide a clear completion certificate/evidence package that can be downloaded and retained with the signed document.
Goal
Generate a completion certificate for accepted documents that summarizes signer identity, timestamps, audit events, document version, and integrity details.
Scope
- Add a downloadable certificate PDF or appended evidence section.
- Include:
- Document title/reference/version.
- Organisation and client.
- Recipient names/emails/roles.
- Sent/viewed/accepted/declined timestamps.
- IP address and user agent for key events where available.
- Signature type and accepted signature value/image.
- Completed signer fields once signer fields exist.
- Audit event timeline.
- Document hash or rendered PDF hash for integrity.
- Expose certificate download from document detail and client portal after completion.
UX Notes
- Label it clearly: "Completion certificate" or "Evidence certificate".
- Keep the certificate sober and legal/compliance oriented.
- Include a short explanation that it records the signing and acceptance history.
Data/Architecture Notes
- Use existing
Acceptance, AuditLog, DocumentRecipient, and rendered PDF data.
- Add a hash utility for final document content/PDF bytes.
- Consider storing the generated certificate or generating on demand.
Acceptance Criteria
- Accepted documents have a completion certificate download.
- Certificate includes signer and event evidence.
- Certificate includes document version/reference and integrity hash.
- Certificate generation is covered by tests for required fields.
- Certificate remains available after document is locked.
Dependencies
- Signer fields should feed into the certificate when available.
- Correct/void/reassign events should appear in the certificate timeline.
Priority
P1. Important for trust, compliance, and customer confidence.
Context
ScopeStack records audit logs and acceptance metadata, but mature e-signature tools provide a clear completion certificate/evidence package that can be downloaded and retained with the signed document.
Goal
Generate a completion certificate for accepted documents that summarizes signer identity, timestamps, audit events, document version, and integrity details.
Scope
UX Notes
Data/Architecture Notes
Acceptance,AuditLog,DocumentRecipient, and rendered PDF data.Acceptance Criteria
Dependencies
Priority
P1. Important for trust, compliance, and customer confidence.