When a lead signs a Confidentiality Agreement (CA), the platform records the signature details, appends a confirmation page to the executed document, and stores the file with full historical traceability.
Important: The confirmation page will only be accessible for CAs executed on or after December 4, 2025.
Overview
After a CA is signed:
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A confirmation page is added to the executed document.
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The finalized file is stored permanently with audit-ready details.
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Version history is preserved with timestamps when templates are updated.
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Admins can download the executed CA at any time.
Appended Confirmation Page
Each executed CA includes an additional page containing:
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Full name of the signer
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Email address
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Date and time of signature
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Digital signature confirmation details
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IP address
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Property name
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Property ID
This page is included in the final PDF and remains with the document for reference and audit purposes.
Example:
Storage and Access
All executed CAs are stored permanently and always include the confirmation page.
Admins can download the executed CA from:
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Lead Activity Page → Executed CA
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Property Dashboard → Latest Activity
Stored documents remain unaltered to maintain record integrity.
Version History
When a CA template is updated or replaced:
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A new version of the CA is stored with its own timestamp.
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Older versions remain accessible on the platform.
This allows precise identification of which version a lead signed at a given time.
Why This Matters
This process provides:
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Verification of who signed the CA and when
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Immutable, timestamped storage
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Full traceability of historical versions
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Immediate document access for audits, legal requests, or internal reviews
Summary
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Executed CAs include an appended confirmation page with signer and property details
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Stored documents remain unchanged for audit reliability
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Admins can download executed CAs at any time
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Version history is tracked with timestamps to ensure traceability