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Signed agreements, Verify and record keeping

2 min read

Every signature is kept as evidence: what the customer saw, what they typed or drew, when, and from where. Once the order is placed, the Rental Contracts app makes a signed PDF, stores it with its fingerprint, and lets you check at any time that nothing has changed.

The Agreements list #

The app’s home page lists every signed agreement, newest first. Search by order, name or email.

ColumnWhat it shows
SignedWhen the agreement was signed.
SignerThe name and email.
MethodTyped name, Drawn signature or Consent only (no signature).
OrderThe order it belongs to, or Signed, no order yet for a cart that hasn’t been checked out.

One agreement #

Click Details to see:

  • Signer, Email, Signed, Method, Order, IP address and Browser;
  • Agreement ID, Terms SHA-256 (the fingerprint of the exact terms the customer saw) and Signed PDF SHA-256;
  • Consent: the statement the customer ticked;
  • View signed agreement (or View agreement (preview) before the PDF exists) and Verify;
  • the Audit trail.

The audit trail #

Each step is written down and chained to the one before it, so the list can’t be edited without breaking the chain:

EntryMeans
Terms opened by the signerThe customer opened the terms.
Consent to sign electronically givenThey ticked the consent box.
Signature capturedThey typed or drew their signature.
Agreement signed in the cartThey clicked Sign the agreement.
Linked to the orderThe order was placed with this agreement.
Signed PDF generated and storedThe PDF was made and its fingerprint recorded.
Signed PDF sent by emailThe customer’s copy went out.
Signed PDF downloadedSomeone downloaded it.
Integrity check runSomeone clicked Verify.

Verify an agreement #

Click Verify. The app checks:

  • Stored PDF found;
  • PDF SHA-256 matches the value recorded when it was made: the file wasn’t changed or replaced;
  • Audit trail intact, with the number of entries;
  • Terms text matches its hash.

The result is Integrity check passed, or Integrity check FAILED with the line that failed. A stored agreement that fails its check is never shown or downloaded; the app says so and asks you to run Verify for details.

On the order page #

The Rental agreement card on a Shopify order shows the status, the method, the signer, their email, the time and the IP address, with View signed agreement and Verify. Orders with an agreement are also tagged rental-agreement. Add the card once with + Block in the Blocks section of any order page, then pin it.

The signed PDF #

The PDF has the title, the order, your store, the customer (and their billing and shipping addresses when Shopify shares them), the rental items with their dates and prices, the totals, the terms exactly as signed, and the signature. With Add a signature certificate page on, the last page is the certificate: agreement and signature IDs, the fingerprints, the signer, the time, the IP address, the browser, the method, the signature, the consent statement, the audit trail with each entry’s fingerprint, and how to verify the file.

The PDF is made once and kept exactly as it is; later downloads are the same file.

How long agreements are kept #

Signed agreements are kept for the number of days after the order you set under Settings › Keeping records (7 years unless you change it), then erased. When a customer asks your store to erase their data, a signed agreement is kept until then as a legal record, unless you turn that off; signatures that never became an order are erased at once. Erasing removes the PDF, the signature, the name, email, IP address and browser; the fingerprints stay, and Verify reports “Personal data was erased”.

Good to know #

  • Other software can read signed agreements, their audit trail and a download link through the API, with an API key from the Rentals & Bookings app (Settings › API).
  • An agreement is linked to its order a few minutes after the order is placed, or at once when you open the order’s Rental agreement card.