NDA gate + viewing with OTP — step‑by‑step walkthrough (from the video)

This video shows what a viewer experiences when they open a protected document link in DocKosha:

1. they must verify their email using a 6‑digit OTP, and
2. they must sign an NDA,
   before the document viewer is unlocked.

Step 1 — Open the protected document link

• The page loads with the document content blurred in the background.
• A modal/popup appears to guide the user through access requirements.

Step 2 — “Email Verification Required” prompt appears

You see a popup titled “Email Verification Required” with:

• an Email input
• a button like “Send Code”
• sometimes a small shield icon (security indicator)

What to do:

1. Click the email field.
2. Type your email address (the email that should be allowed to view the doc).
3. Click Send Code.

Step 3 — Wait while the code is sent

• The button temporarily changes to something like “Sending…”.
• This indicates the system is sending a 6‑digit OTP to your email inbox.

Step 4 — Enter the 6‑digit code (OTP)

After sending, the popup switches to a verification view:

• your email is shown (with an option like “Change email”)
• a field appears: “Enter 6‑digit code…”
• a button: “Verify”
• a helper line like: “Didn’t get the code? Resend in XXs”

What to do:

1. Open your email inbox.
2. Find the OTP email and copy the 6‑digit code.
3. Paste/type the code into Enter 6‑digit code…
4. Click Verify.

Step 5 — OTP verification runs

• The button changes to “Verifying…” while the system checks the code.
• If the code is wrong/expired, you typically re‑enter it or wait for Resend to become available.

Step 6 — NDA requirement message appears

Once email verification is successful, a new popup appears:

• Title: “Non‑Disclosure Agreement Required”
• Message: you must verify your email and sign the NDA before viewing
• Button: Continue

What to do:

1. Click Continue to move to the NDA signing flow.

Step 7 — “Sign the NDA” page opens

You land on a page titled “Sign the NDA” with:

• Full name field (blank initially)
• Email field (already filled; shows Email verified)
• an Agreement Preview panel (embedded NDA document you can scroll)
• an option like “Review before signing”

What to do:

1. Enter your name in Full name.
2. (Optional) Scroll the Agreement Preview to read the NDA.

Step 8 — Choose how to sign (Type vs Draw)

Near the bottom, there are two signing options:

Option A: Type Signature

• A panel labeled Type Signature
• Typing your name generates a signature-style rendering

Use this if you want the fastest signing flow.

Option B: Draw Signature

• A panel labeled Draw Signature
• You draw using mouse/trackpad
• There is typically a Clear action to redo it

Use this if you want a more “handwritten” look.

Step 9 — Accept and sign

• Click Accept & Sign once:
  • your name is filled, and
  • you’ve chosen a signature method.

Step 10 — System processes the signed NDA

A loading popup appears:

• Title: “Processing your NDA”
• Message: it’s generating the signed NDA PDF
• It asks you to keep the tab open

What to do:

• Don’t refresh or close the tab.
• Wait for processing to finish.

Step 11 — Document viewer unlocks

After processing:

• The document opens in the built‑in viewer.
• The top bar shows something like “Shared via DocKosha” and the file name (e.g., Theory of Everything.doc).
• You can see:
  • page navigation (e.g., 1 / 6)
  • zoom controls (e.g., 106%)
  • common viewer icons (search, fullscreen, refresh/rotate depending on implementation)

Result: the user can now read the protected document content.

Quick “normal user” summary (1 minute version)

1. Open the link
2. Enter your email → Send Code
3. Get the 6‑digit OTP from your inbox
4. Enter OTP → Verify
5. Click Continue on the NDA prompt
6. Fill your name + sign (type or draw)
7. Click Accept & Sign
8. Wait for “Processing your NDA”
9. Document opens in the viewer ✅