Workflow

Review, e-signature and final submission

Review the brief, capture typed and drawn signature evidence, submit all steps and reach the thank-you page.

13 connected guidesLive filterPermission-aware instructions
13 guides
Category

Client Discovery & Project Briefing Portal

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Review all answers before submission

Use the final step summary and uploaded-file count to verify completeness.

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Type the e-signature full name

The typed full name is required for final signature evidence.

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Draw the signature

Use the signature pad; a PNG data URL is submitted.

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Clear and redraw the signature

Use Clear Signature before final submission if the mark is incorrect.

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Select the e-signature confirmation

The named confirmation checkbox is required.

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Understand captured signature evidence

Submission stores signature, typed name, date/time, IP, user-agent, request URI and evidence hash.

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Submit the completed brief

The submit endpoint saves all supplied answers, validates signature evidence and marks the request submitted.

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Resolve missing signature name

Enter the full name before resubmitting.

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Resolve missing drawn signature

Draw a signature so a valid PNG base64 payload is present.

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Resolve missing signature consent

Select the final confirmation checkbox.

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Open the thank-you page

Successful submission redirects to the token-specific thank-you route.

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Understand submission notifications

The module sends configured details/intimation emails and writes email/activity evidence.

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