29
Contract Audit Trail & UX (v7.3)
UAT-29.1
Contract E-Signature Full Workflow
CriticalSteps
- Go to Contracts page, click New Contract
- Select a generic template (Mutual NDA or Service Agreement)
- Fill in company details, check "Sign now", upload signature
- Click Generate & Send with a valid email
- Check recipient email for signing link
- Open signing portal, sign as client
- 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
| Score | Tester | Date | Notes |
|---|---|---|---|
| ___ | ___ | ___ | ___ |
UAT-29.2
Audit Trail PDF
HighSteps
- On Contracts page, find a signed contract
- Click the clipboard icon (Audit Trail) in the row
- Verify PDF opens in the in-app viewer
- Expand the contract, click amber Audit Trail button
- 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
| Score | Tester | Date | Notes |
|---|---|---|---|
| ___ | ___ | ___ | ___ |
UAT-29.3
Cancel Contract & Dark Mode
MediumSteps
- Create a contract and sign as provider
- Click Cancel, confirm dialog
- Toggle dark mode
- Open Share Document modal
- 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
| Score | Tester | Date | Notes |
|---|---|---|---|
| ___ | ___ | ___ | ___ |