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Electronic Signature on Someone’s Behalf With SignNow

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What delegated signing means

An electronic signature on someone’s behalf is a signature process where an authorized person sends, signs, or completes a document for another person’s business task. The key legal issue is authority: the signer must have permission, and the record must show who acted, when it happened, and what was signed. In U.S. transactions, SignNow supports audit trails, signer authentication, and retention controls that help preserve evidence under ESIGN and UETA.

Why delegated signing matters

An electronic signature on someone’s behalf lets organizations complete approvals when the named signer is unavailable, while preserving intent, attribution, and documentation. Under ESIGN and UETA, the record can remain enforceable if the signer’s authority, consent, and audit evidence are maintained.

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Key capabilities for delegated signing

Delegated signing works best when identity, routing, and documentation stay consistent from the first send through archival.

Audit trail

Tracks signer identity, timestamps, and document actions so delegated approvals remain auditable across teams and review cycles.

Controlled access

Supports protected signing workflows for businesses that need stronger control over who signs and when.

Reusable templates

Centralizes templates so assistants and admins can send approved forms without rewriting documents each time.

Mobile signing

Works across desktop and mobile devices, which helps when the authorized signer is away from the office.

Integrations

Connects with business systems to route signed documents into existing recordkeeping and approval processes.

Compliance support

Fits regulated workflows that need consent, identity checks, and retention aligned to U.S. requirements.

Vendor options at a glance

A short comparison of delegated signing support, audit detail, and starting price across leading vendors, based on verified platform information.

SignNowDocuSignAdobe SignPandaDocHelloSign
Delegated signingYesYesYes
Audit trail depthAudit trailsAudit trailsAudit trails
HIPAA supportHIPAA BAABAA availableBAA available
Starting price$8/user/mo$15/user/mo$14/user/mo
Free trial7-day trialNot verifiedNot verified

Business teams that benefit most

Different business types use delegated signing to keep approvals moving while preserving attribution, access control, and recordkeeping in regulated workflows.

  • Solo legal practices use delegated signing for engagement letters, NDAs, and client intake forms that must move quickly between staff and clients without in-person routing.
  • Healthcare groups use delegated signing for patient forms, authorizations, and HIPAA workflows where controlled access, audit trails, and signer attribution matter.
  • Enterprise operations teams use delegated signing for NetSuite, Salesforce, and internal approvals that need role-based routing, reusable templates, and centralized oversight.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Signer verification and certificates

PKI binding:

Binds signer identity to a certificate-based key.

X.509 support:

Uses X.509 certificates for trust chains.

Two-factor access:

Supports two-factor authentication for signers.

SMS OTP:

Can send SMS OTP challenges.

ID verification:

Allows ID verification for higher assurance.

OCSP validation:

Supports revocation checks through OCSP.

Recommended signing controls

Use clear identity checks, preserve audit evidence, and align retention and encryption settings with the document’s legal and compliance scope.

SettingRecommendation
Authentication methodSMS OTP plus access controls
Signature typeSES for standard U.S. forms
Audit trailEnabled for every signature
Document retention6 years for HIPAA records
EncryptionTLS 1.2/1.3 and AES-256

What the audit trail records

SignNow audit logs capture identity proof, timing, document integrity, and exportable evidence for delegated signatures.

01

Signer authentication:

Authenticate the signer before the document opens, then log the verified identity method.
02

Timestamp capture:

Capture each signing event with a UTC timestamp and user action detail.
03

Document hashing:

Hash the file before and after signing to detect any later change.
04

Tamper-evident sealing:

Apply a tamper-evident seal so edits break validation immediately.
05

Audit record:

Store the activity chain with signer identity, event order, and document state.
06

Audit export:

Export the trail as PDF evidence for review or dispute handling.

Document retention by record class

Keep signed records according to the governing rule for each record class, then align internal archives with the longest applicable requirement.

01

6-year HIPAA record retention

HIPAA 6 years applies to signed PHI records.
02

6-year FINRA record retention

FINRA 6 years applies to broker-dealer records.
03

Tax records retention period

IRS retention follows tax record rules.
04

FERPA education record retention

FERPA records follow school retention policy.
05

Commercial contract retention

Contract files follow company policy and state law.

State rules and document exclusions

Notarized documents

May require wet ink.

Wills

Often excluded from e-sign.

Family law records

State rules may vary.

Real-estate deeds

Witness or recording rules may apply.

Delegated signing questions and fixes

These answers focus on plan limits, retained evidence, and compliance rules that affect delegated signatures in U.S. business workflows.

signNow Business includes legally binding eSignatures, audit trails, templates, and mobile apps. For HIPAA workflows, use a BAA and confirm the workflow preserves user identification and audit controls under 45 CFR 164.312.

The Business Premium plan adds bulk send and kiosk mode, while Enterprise adds formula fields, conditional fields, and advanced signer authentication. For controlled routing, use delegated sending with role-based access and audit tracking.

If a signer cannot confirm authority, the record may be harder to defend under ESIGN and UETA. Use the audit trail, signer authentication, and stored consent evidence to show attribution and intent.

For education records, signNow workflows should align with FERPA access controls and your institution’s disclosure rules. Verify the signer, restrict template access, and retain records under the school’s policy.

For regulated health data, signNow requires a BAA before handling PHI. Keep audit trails, use encrypted storage, and retain signed records for 6 years under HIPAA 45 CFR 164.530(j)(2).

If a document must use a wet-ink signature or notarization under state law, do not substitute an eSignature. Common exclusions include wills, some family law documents, and certain real-estate deeds.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating
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