29

Contract Audit Trail & UX (v7.3)

3 test cases · 20 verification points
UAT-29.1

Contract E-Signature Full Workflow

Critical
Precondition: Logged in, at least one workspace with branding configured

Steps

  1. Go to Contracts page, click New Contract
  2. Select a generic template (Mutual NDA or Service Agreement)
  3. Fill in company details, check "Sign now", upload signature
  4. Click Generate & Send with a valid email
  5. Check recipient email for signing link
  6. Open signing portal, sign as client
  7. Verify both parties receive "Fully Executed" email

Verify (8 checks)

  • Generic templates available (not just CMTG-specific)
  • Signature upload works for non-admin users
  • In-app PDF viewer opens (not Adobe Acrobat)
  • Labels show "Your Company" / "Other Party"
  • Signing link email has branded portal button
  • Client can sign without being logged in (slug-based auth)
  • Both parties receive signed contract + audit trail link in email
  • Email includes Document ID for reference
ScoreTesterDateNotes
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UAT-29.2

Audit Trail PDF

High
Precondition: At least one signed contract

Steps

  1. On Contracts page, find a signed contract
  2. Click the clipboard icon (Audit Trail) in the row
  3. Verify PDF opens in the in-app viewer
  4. Expand the contract, click amber Audit Trail button
  5. Check the audit trail link from the completion email

Verify (6 checks)

  • Audit trail PDF has Fovea branding header
  • Document info: title, template, ID, status ("Fully executed")
  • Signing parties listed with names and emails
  • Event history: CREATED, SIGNED (provider), SENT, SIGNED (client), COMPLETED
  • Each event has date/time (UTC) and IP address
  • PDF accessible from contracts page and email link
ScoreTesterDateNotes
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UAT-29.3

Cancel Contract & Dark Mode

Medium
Precondition: A contract in sent/provider-signed status

Steps

  1. Create a contract and sign as provider
  2. Click Cancel, confirm dialog
  3. Toggle dark mode
  4. Open Share Document modal
  5. Check branding settings page in dark mode

Verify (6 checks)

  • Cancel changes status to "Cancelled" (red badge)
  • Cancelled contracts cannot be cancelled again
  • ShareModal: all selects have readable text in dark mode
  • ShareModal: all inputs have proper dark backgrounds
  • Branding page: labels, inputs readable in dark mode
  • Contextual help: ? button shows relevant article for current page
ScoreTesterDateNotes
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