1. Recipient Login Process
Recipients start their SwellSign experience with a simple authentication process. The interface is designed to feel like a real product flow with smooth transitions and human-like interactions.
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Recipient Journey Mockup – Login → OTP → Dashboard → Document Completion → Viewer → Identity → Success
Login Features
- • Role Selection: Toggle between Admin and Recipient modes
- • Email Authentication: Simple email-based login
- • Remember Me: Optional session persistence
- • Google Integration: OAuth login option
2. OTP Verification
After entering an email, recipients receive a 6-digit verification code to securely access assigned documents.
Verification Features
- • 6-Digit Code: Secure verification
- • Email Masking: Privacy display
- • Auto-Resend: OTP resend timer
- • Individual Input Fields: Better user experience
Security Notice
OTP codes expire after a short period. Recipients should check their email promptly.
3. Recipient Dashboard
Once authenticated, recipients access their personalized dashboard showing document statistics and a list of assigned documents with quick actions.
Dashboard Statistics
18
All Documents
2
Signed
8
Completed
7
To be Signed
Dashboard Features
- • Organization selection
- • Search documents
- • Status filters (All, Received, Completed)
- • Detailed document info
- • “Submit Now” action buttons
- • Status indicators: Received, Signed, Completed
4. Document Completion Process
When recipients click "Submit Now", they enter the document completion interface where they can fill required fields, sign, and track progress.
Two Ways to Fill Your Document
Method 1: Directly on Document
- • Click directly on highlighted fields
- • Fill info in document context
- • Visual context of where data goes
- • Collapse the side panel for better document view
- • Toggle "Show Labels" for field identification
Method 2: Using Document Fields Panel
- • Click any field in right panel
- • Fill data directly in panel
- • Easy to see all fields at once
- • Track completion status
- • Filter empty/filled fields
You can switch between both methods at any time.
Completion Interface Features
- • Fill data using side panel OR directly on document
- • Real-time completion percentage (0% to 100%)
- • Document Fields panel showing required fields
- • Red borders for required fields and active highlights
- • Automatic progress saving during completion
Completion Workflow
- 1. Recipient clicks on highlighted fields to start editing
- 2. Fill in required information (text, signatures, dates)
- 3. Progress updates as fields are completed
- 4. Review all entries before final submission
- 5. Click "Submit Document" when 100% complete
5. Document Viewer & Download
Recipients can view and download completed documents through the integrated PDF viewer shown in the mockup flow.
6. Identity Verification Before Submission
If the organization requires OTP verification, the recipient must verify identity before submitting the document. The OTP modal shows a realistic “entering OTP” experience and then verifies submission.
Verification Features
- • Secure 6-digit OTP sent to registered email
- • Timer countdown (30 seconds)
- • Resend option available
- • Focused modal overlay on top of document completion UI
Verification Process
- 1. Recipient completes required document fields
- 2. Clicks "Submit Document"
- 3. System opens identity verification modal
- 4. Recipient enters 6-digit OTP
- 5. Clicks "Verify OTP"
- 6. Document proceeds to final submission
Security Benefits
- • Prevents unauthorized document submissions
- • Confirms recipient identity before finalizing
- • Maintains audit trail of verified submissions
- • Reduces risk of tampering or fraud
7. Document Submission Confirmation
After verification, recipients see a confirmation screen showing submission status, processing details, and next steps.
Post-Submission Workflow
- 1. Document submission confirmed and timestamped
- 2. System validates fields and signatures
- 3. Notifications sent to stakeholders
- 4. Document status updated in recipient dashboard
- 5. Email confirmation sent to recipient
- 6. Document archived for audit trail