Customer Form

When a customer opens a contract link, they see a web-based form where they fill out fields, provide consent, and sign.

Authentication

The customer must enter an access code to unlock the contract. This code is generated when the contract is published and can be shared alongside the contract link.

Form layout

The form displays:

1. Appointment info card — If the template has “Show Appointment” enabled, appointment details are shown
2. Bank details card — If configured, bank details are displayed
3. Contract blocks — All template blocks in order:
   • Text and headings (read-only content)
   • Input fields, date pickers, yes/no questions, checkboxes
   • Signature fields
4. Required attachments — Attachments marked as “must download” must be opened before proceeding
5. Consent section — ToS, data processing, communication preferences
6. E-sign notice — Electronic signature consent acknowledgment
7. Sign button — Submits the contract

Field saving

As the customer fills out fields, each value is automatically saved to the server when the field loses focus. This means partial progress is preserved even if the customer closes the form and returns later.

Validation

Before submission, the form validates:

• All required fields are filled
• All required signatures are provided
• Data processing consent is given
• ToS is accepted (if enabled)

If validation fails, the form scrolls to the first error.

Submission metadata

On submission, a full browser fingerprint is captured for legal compliance:

• User agent, platform, language
• Screen resolution and touch capability
• Timezone and UTC offset
• Session ID and device ID
• IP address
• E-sign consent timestamp
• HTML and JSON snapshots of the contract with SHA-256 hashes