Integrations
Connect to institutional storage, grant management, and CRMs to centralize records and reduce manual data entry across systems.
Integrating electronic signatures reduces manual steps, speeds approvals, and improves traceability for animal use proposals while supporting institutional compliance and efficient record retention.
Leads research design and submits animal use proposals for review. Uses templates and versioned documents to capture methodology, animal numbers, and humane endpoints, then tracks approvals and required renewals through the workflow.
Manages routing to the institutional animal care and use committee, verifies signatures and training documentation, and ensures records meet retention schedules. Coordinates requests for protocol amendments and maintains audit logs for inspections.
Multiple institutional roles collaborate on animal research proposals, each with distinct responsibilities in drafting, review, and approval.
These roles form a chain of custody and accountability where eSignatures and workflow automation help preserve compliance, transparency, and institutional oversight.
Connect to institutional storage, grant management, and CRMs to centralize records and reduce manual data entry across systems.
Define roles and permissions for authors, reviewers, veterinarians, and administrators to enforce separation of duties and appropriate access.
Automate document creation, routing, and status checks from existing research systems or custom portals using RESTful APIs.
Allow reviewers to review and sign on mobile devices with the same security controls and audit logging as desktop access.
Apply configurable archival rules to keep proposal documents and audit trails for institutionally mandated periods.
Trigger alternate review paths for high-risk protocols or animal welfare concerns to ensure specialized oversight is applied.
Centralized templates reduce drafting errors and maintain consistent protocol structure, including preconfigured fields for animal details, procedures, and welfare assurances to speed repeat submissions.
Send identical approval requests to multiple reviewers or addenda recipients at once to streamline mass notifications for multi-site or recurring protocol renewals.
Show or hide fields based on prior answers to collect only relevant details per study type, minimizing reviewer confusion and incomplete submissions.
Comprehensive reports and exportable audit logs support internal compliance reviews, grant reporting, and external inspections with signer identity and timestamp details.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Expiration Period | 30 days |
| Authentication Method | Email + 2FA |
| Auto-Archive After Completion | 90 days |
| Audit Log Retention | 7 years |
Confirm platform compatibility to ensure signers and reviewers can access proposal documents on common devices and browsers.
Ensure institutional IT approves browser versions and mobile policies, and validate integrations with document storage and identity providers before rolling out the program campus-wide to maintain security and uptime.
A veterinarian reviews a surgical protocol and confirms analgesia plans and monitoring criteria in a single document
Leading to faster committee review cycles and clearer compliance records, ensuring timely project starts and inspection readiness.
Researchers at different campuses submit a coordinated animal use protocol with shared attachments
Resulting in synchronized approvals across sites and simplified archival of a single authoritative protocol document.
| Capability | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| HIPAA-compliant options | Available | Available | Available |
| Bulk Send capability | |||
| API for automation | REST API | REST API | REST API |
Set internal advance submission windows.
Track renewal dates and reminders.
Maintain for seven years.
Auto-archive after active period.
Quarterly permissions audits.
| Solution | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry-level plan | Affordable per-user plans with essential eSign features | Per-user paid tiers for individuals and teams | Included with Acrobat Pro DC subscription | Free eSign tier with paid proposals features | Starter plans integrated with Dropbox storage |
| Enterprise capabilities | Custom enterprise controls, SSO, and admin tooling | Advanced workflow, API, and governance | Enterprise bundles with document services | Proposal templates, CPQ, and analytics | Enterprise SSO and admin controls |
| Notable inclusions | Template library, Bulk Send, audit logs | Broad partner ecosystem and integrations | Native Acrobat editing and eSign | Native proposal creation and payments | Native Dropbox integration and storage |
| Trial and onboarding | Free trial available; onboarding resources provided | Free trial with guided setup | Free trial with tutorials | Free trial plus demo and onboarding | Free trial and Dropbox account integration |
| Best fit for | Cost-conscious teams needing core eSign with automation | Large enterprises and regulated workflows | Organizations using Acrobat for document workflows | Sales teams requiring proposal generation | Teams storing documents in Dropbox |