Signing Room

Participants, Storage, & Invoicing Utilities

Technical documentation of underlying helpers for signer profiles, local storage mapping, invoice dispatch markings, and travel guidance.

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Maintain seamless workflows in NotaryCentral by using robust utility libraries that handle signer credentials, map local caching key indexes, flag invoiced states, and organize mileage navigation paths.

1. Signer Profile Management (appointments/\[id\]/lib/participants.ts)

Tracks individual participant metadata and their live room statuses:

  • Participant Normalization β€” Formats names, roles (e.g., primary signer, witness, title agent), verification statuses, and contact details.
  • State Check β€” Verifies if a participant is active inside the WebRTC connection or has completed their necessary signature annotations.

2. Document Set Manipulation (appointments/\[id\]/lib/setUtils.ts)

Contains utility functions for managing arrays and sets of signing room data:

  • Deduplication β€” Ensures unique identifiers across lists of documents, participants, or seals.
  • Diffing β€” Compares current room state checklists to detect newly completed client steps.

3. Signed Document Cache (appointments/\[id\]/lib/signedOutputStorage.ts)

Manages client-side persistence of finalized documents during processing:

  • Offline Save β€” Temporarily caches the flattened signed PDF bytes in local storage to prevent data loss in case of a connection drop before uploading.
  • Sync Recovery β€” Automatically re-attempts document uploads when the user returns online.

4. Local Storage Configuration Keys (appointments/\[id\]/lib/storageKeys.ts)

Maintains uniform namespaces for all local key-value store configurations:

  • Global Constants β€” Prevents key collision by centralizing namespaces for cached tokens, draft journals, seal images, and passwords.

5. Tag Template Mapping (appointments/\[id\]/lib/tagTemplateMapper.ts)

Maps structured tag rules onto target PDF coordinates:

  • Pre-tag Placement β€” Places drag-and-drop elements on standard templates (e.g., real estate closing packages) according to preset role coordinates.

6. Flagging Invoices as Dispatched (/appointments/[id]/mark-invoice-as-sent)

A dedicated route for updating invoice communication records:

  • Log Dispatch β€” Marks the invoice as officially sent if you deliver it via an external channel (such as manual mailing or printing) rather than the direct email composer.

7. Mileage Tracking & Directions (/appointments/[id]/mileage-navigation)

Provides visual map guidance and travel summary tools:

  • Navigation Shortcuts β€” Launches native map applications (Apple Maps / Google Maps) with coordinates pre-filled from the appointment destination.
  • Quick Logging β€” Quick shortcuts to record travel distance and duration directly to the appointment's expense ledger.

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