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Signing flow

Role aware

This page proves the local signer-link, ESIGN consent, one-time-code, signer-role, and guardian co-signer flow for the California BPPE enrollment agreement.

Audience
Staff
Current limits
It uses local invented proof data only. It does not create production envelopes, issue real signing links, send email or SMS, store raw signing tokens or one-time codes, capture legal consent, complete signatures, write audit events, create Student or Enrollment records, generate PDFs, write object storage, or file student documents.

Related Otto Guide links

Review signing flowtaskE-signature referencereferenceEnrollment and signaturesconceptPrivacy and securityconceptOpen reference page placeholder

Support request boundary

Use Sev3 if signer routing, consent, one-time-code, guardian, or proof boundary behavior is unclear and Sev4 for labels, ordering, or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications16

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Sam Director

Sam Director

sam.director@otto-fixture.test

Switch local proof role

StudentInstructorSchool Administrator

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Forms and e-signature

Signing flow proof

A local proof surface for signer links, ESIGN consent, one-time-code verification, signer roles, and guardian co-signer routing.

Otto Fixture BPPE Career School · CA BPPE signing proof

Compliance Director · Sam Director

Ticket 041 signing proof

Signing links and consent

This local proof shows the signer sequence, single-recipient link model, ESIGN consent gate, one-time-code policy, and guardian co-signer rule for the California BPPE enrollment agreement.

Agreement bindingID-check proofSealed PDF proofBuilder proof

Local envelope preview

CA BPPE enrollment agreement - Luis Ortega

Local signing proof
Template
CA BPPE enrollment agreement v1.0
Program
Medical Assistant · Version 2
Catalog
2026-2027 Catalog v6
Rule pack
California BPPE career · draft placeholder
Law label
ESIGN + California UETA proof label
Production envelope
No

Send state

Preview only

Envelope writes

Disabled

Email/SMS delivery

Disabled

Consent capture

Not legal capture

Guardian required

Yes

Signer queue

Student and guardian sign before staff roles

4 signer roles
1

Student

Luis Ortega

Needs consent
Email
luis.ortega@example.test
Required
Yes
Verification
Unique link + email one-time code
1

Guardian

Maria Ortega

Needs consent
Email
maria.ortega@example.test
Required
Yes
Verification
Unique link + email one-time code

Required because student is under California age of majority on signing date

2

Admissions representative

Ava Patel

Waiting
Email
ava.patel@otto-fixture.test
Required
Yes
Verification
Staff session + email one-time code
3

School director

Sam Director

Waiting
Email
sam.director@otto-fixture.test
Required
Yes
Verification
Staff session + email one-time code

Signing links

One preview link per recipient, no raw token storage

Hash-only proof
RolePreview pathStatusExpiresAccess codeRaw token
Student/sign/preview/envelope-ca-bppe-luis/student-luisPreview only72 hoursOptionalNever stored
Guardian/sign/preview/envelope-ca-bppe-luis/guardian-mariaPreview only72 hoursOptionalNever stored
Admissions representative/sign/preview/envelope-ca-bppe-luis/admissions-rep-avaPreview only72 hoursNoNever stored
School director/sign/preview/envelope-ca-bppe-luis/director-samPreview only72 hoursNoNever stored

ESIGN consent

Consent must be accepted before fields unlock

ESIGN disclosure v0.1 counsel draft

2 blockers

Right to paper copies

Present placeholder

Signer must see the right to request paper copies before consenting.

Hardware and software requirements

Present placeholder

Signer must see device, browser, email, and PDF access requirements.

How to withdraw electronic consent

Needs counsel

Signer must see how to withdraw consent and what that means for the transaction.

Consent captured before fields unlock

Not captured

The production flow will timestamp consent before any signature field can be completed.

One-time code

Codes expire quickly and are hash-only

No delivery

External signer email code

email

Required
Recipients
2
Expires
10 minutes
Attempts
5
Raw code
Never stored

Optional external SMS code

sms

Optional
Recipients
2
Expires
10 minutes
Attempts
5
Raw code
Never stored

Staff signer email code

email

Required
Recipients
2
Expires
10 minutes
Attempts
5
Raw code
Never stored

Guardian co-signer

Minor applicant requires a guardian signer

Date of birth
2009-10-05
Signing date
2026-10-20
Age at signing
17
Age of majority
CA 18

Completion gate

Enrollment cannot complete without guardian signature

Guardian required

Minor at signing

Yes

Guardian signer

Required

Evidence

Parent or legal guardian relationship

Enrollment completion

Blocked

Proof boundary

Ticket 041 stops before real send, sign, and audit writes

No production signing
Production envelope creation, send, or resend
Real email or SMS delivery
Raw signing link token, access code, or one-time-code storage
Legal ESIGN consent capture or signature completion
Signature audit-event writes, PDF generation, certificate rendering, or object storage
Student, Enrollment, schedule, charge, checklist, or onboarding transaction
ID-check proofAgreement binding