Sign-in, information sharing and digital signing

Sign-in: establish an access session

Sign-in identifies an account and enables application access under configured policies. The design should identify the identity provider, receiving application and permissions granted after sign-in.

A sign-in outcome does not by itself establish that a dataset was shared or a document was signed. Present the state accurately so users understand what remains to be done.

Information sharing: data and purpose

A sharing flow describes the requested fields, purpose, confirmation action and receiving party. Connection prerequisites and supported fields must follow the confirmed service scope.

Design for refusal, application closure and incomplete journeys. The business process needs to know which data is available and when a new request is appropriate. Keep the stated purpose consistent throughout the interface.

Digital signing: bind to a specific request

Identify the signer, document version, confirmation action and service result. When a document changes, reassess the signing request so an earlier confirmation is not interpreted as approval of new content.

Opening a signing screen is not enough to complete a case. Use the confirmed service outcome and outputs defined in the applicable specification.

Design boundaries and traceability

Draw three flows and identify their connection points. For each flow, record its initiator, prerequisites, transaction identity and retained outcome. Do not use one success state to represent all three objectives.

Interrupt each step during testing and check both the user message and system state. Obtain fields, error codes and expiry rules from the service specification; this article does not define an API contract.

• Sign-in: account and access rights.
• Sharing: data, purpose and received outcome.
• Signing: signer, document and signing outcome.