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How Can I Send a Document to Be Signed Electronically with signNow

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Award-winning eSignature solution

What electronic document signing means

Sending a document to be signed electronically means preparing a digital file, choosing the signers, and delivering a secure signing request through an eSignature platform. The signer reviews the document, completes any required fields, and applies an electronic signature from a computer or mobile device. The platform records the signing event, stores an audit trail, and preserves the signed copy. In the U.S., this workflow is widely used for contracts, forms, approvals, and disclosures because it reduces paper handling and speeds up turnaround.

Why electronic sending matters

It shortens approval cycles, reduces manual handling, and creates a record that can support enforceability under ESIGN and UETA when consent, intent, and attribution are documented.

Why teams look for DocuSign alternatives

Frequent signing workflow issues

  • Signer emails can land in spam, delaying completion and creating follow-up work for the sender.
  • Documents with missing fields or unclear instructions often come back incomplete or signed in the wrong order.
  • Weak identity checks can make it harder to prove who actually signed the record.
  • Poor retention practices can leave teams without the signed copy, audit trail, or consent record later.

Who uses electronic document signing

Real estate

Real estate teams send leases, disclosures, and addenda for remote signatures.

Healthcare

Healthcare organizations collect patient forms, consent documents, and HIPAA-related acknowledgments.

People who benefit most

  • A director of NetSuite operations at Xerox uses signNow to route documents in the right format and order through a connected workflow, which helps keep signatures aligned with internal systems and reduces manual rework across teams.
  • A founder at Martin Properties uses signNow to execute documents online with mobile access and built-in security, which supports faster turnaround for property paperwork and helps keep lease and transaction records organized.
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Core features for sending documents

signNow supports a practical signing workflow with routing, tracking, and recordkeeping features that fit routine U.S. business use.

Fast sending

Create a signing request, set recipients, and send the document without printing, scanning, or manual delivery steps.

Status tracking

Track views, signatures, and completion status in one place so teams know where each document stands.

Reusable templates

Use templates for repeated forms, agreements, and approvals to reduce setup time and standardize routing.

Mobile signing

Collect signatures on desktop or mobile, which helps remote teams complete documents without office visits.

Audit trail

Store a time-stamped audit trail with the signed file to support recordkeeping and review.

Workflow control

Control signer order, required fields, and reminders so the process follows the intended workflow.

Connected systems for document sending

Connected systems can pull documents into signNow, route them for signature, and return completed files to the source system.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box

How the signing flow works

The process follows a simple sequence from document preparation to final storage, with each step recorded by the platform.

  • Prepare document: Upload the file and define the signing order.
  • Set recipients: Add recipients, fields, and reminders.
  • Distribute request: Send the request and track progress.
  • Complete record: Store the signed copy and audit trail.

Quick steps to send a document

Use a short setup sequence to prepare the file, assign recipients, and send the signing request.

  • Upload file:

    Upload the document into signNow.
  • Add recipients:

    Add signer names and email addresses.
  • Add fields:

    Place signature and form fields.
  • Send request:

    Review the routing order and send.

Recommended workflow settings

A clear setup helps preserve signer intent, record integrity, and retention discipline across regulated and routine document workflows.

SettingRecommendation
Authentication methodSMS OTP for higher-risk signers
Signature typeSES for routine contracts
Audit trailEnable full event logging
Document retention6 years for HIPAA records
EncryptionTLS 1.2/1.3 and AES-256

Browser and device requirements

signNow works across major desktop and mobile platforms, so users can review, sign, and send documents from supported browsers or apps.

  • Desktop browsers Chrome, Firefox, Edge, and Safari on Windows and macOS.
  • Mobile devices iOS and Android mobile apps for signing on the go.
  • System basics Stable internet, PDF support, and current browser updates.

For regulated workflows, keep browsers updated, use managed devices where possible, and confirm that retention, authentication, and access controls match internal policy. Mobile signing is supported on iOS and Android, while desktop access is available on Windows and macOS through Chrome, Firefox, Safari, and Edge.

Security and compliance snapshot

Encryption in transit:

TLS 1.2/1.3 in transit

Encryption at rest:

AES-256 at rest

SOC 2 Type II:

SOC 2 Type II available

ISO 27001:

ISO 27001 certified

HIPAA:

HIPAA support with BAA

Legal framework:

ESIGN and UETA aligned

Real-world signing examples

These examples show how signNow fits operational workflows where speed, control, and recordkeeping matter more than paper handling.

NetSuite operations

A NetSuite operations leader needed signatures to move through the right document sequence without manual follow-up.

  • Xerox used signNow with NetSuite integration.
  • Right signatures reached the right documents.

The workflow reduced routing errors and kept signature requests aligned with the company’s internal system structure, which supported faster document turnaround and clearer control over document versions.

Real estate founder

A property founder needed to execute documents online while keeping mobile access and security in place.

  • Martin Properties processed documents online.
  • Mobile and offline access helped completion.

The result was a more efficient signing process for property paperwork, with completed records available digitally and a workflow that fit remote and on-the-go review needs.

Practical ways to improve workflow

A disciplined setup reduces delays, supports recordkeeping, and makes it easier to prove who signed, when they signed, and what they received.

Route by role

Use role-based routing for agreements that require review in a fixed sequence, especially when approvals must happen before signature requests go out.

Prepare fields first

Collect only the fields you need, and place them before sending so signers can finish the document without confusion or rework.

Set follow-up rules

Use reminders and expiration dates to keep requests moving, especially when multiple signers or outside parties are involved.

Store records together

Keep signed copies, consent records, and audit trails together so legal, compliance, and operations teams can retrieve them later.

FAQ and troubleshooting

These answers focus on plan limits, compliance needs, and document handling issues that affect electronic signing workflows.

signNow Business includes legally binding eSignatures, audit trails, templates, and mobile apps. If you need HIPAA support, confirm that a BAA is in place before sending PHI.

signNow Business Premium adds bulk send, which is useful when the same document must go to many recipients. If your workflow needs high-volume distribution, that plan is the better fit.

signNow records signer activity in an audit trail that supports ESIGN and UETA evidence needs. If you need stronger identity proof, use SMS OTP or another higher-assurance method.

For healthcare records, keep signed documents for 6 years under HIPAA 45 CFR 164.530(j)(2). signNow can store the signed file and its history, but your retention policy still matters.

If a signer cannot open the request, check email delivery, browser support, and whether the document was sent to the correct address. signNow supports Chrome, Firefox, Safari, and Edge.

If you need a record for legal review, export the completed document and audit trail together. signNow’s signed file history helps support authentication and integrity under ESIGN and UETA.

Vendor comparison at a glance

signNow appears first so the feature comparison stays centered on the product most relevant to this page topic.

signNowDocuSignAdobe SignPandaDoc
Legally binding eSignaturesYesYesYes
Audit trailYesYesYes
HIPAA supportYesYesYes
Envelope capNo cap100/user/yearNot verified

Rollout and retention timeline

This timeline combines adoption steps with retention and policy facts that matter when documents move through electronic signing.

Day 0:

Set up the account and prepare the first document.

Day 1:

Send the first request and confirm signer delivery.

Week 1:

Onboard the team and standardize routing rules.

HIPAA retention:

Keep signed records 6 years per 45 CFR 164.530(j)(2).

ESIGN consent:

Capture electronic consent before the first send.

Audit review:

Export the signed file and event history together.

Trial period:

Free trial lasts 7 days, no credit card required.

Policy review:

Revisit retention and access controls quarterly.

Risks of a poor signing process

Weak attribution

Document may be harder to enforce.

Missing audit trail

Audit evidence may be incomplete.

Retention gap

HIPAA records may fail retention rules.

Consent failure

Signer intent may be disputed.

What the audit trail records

The audit trail captures the evidence needed to show who acted, when they acted, and whether the file changed.

01

Authenticate signer:

Verify the signer through the selected authentication method.
02

Capture timestamps:

Record the exact UTC time of each action.
03

Create document hash:

Hash the document before and after signing.
04

Seal record:

Apply a tamper-evident seal to the final file.
05

Log activity:

Log views, clicks, and signature events automatically.
06

Retrieve record:

Export the audit trail with the completed PDF.

Pricing and plan features

Pricing reflects annual billing where verified, and plan details are limited to published information from the supplied ground truth.

signNowDocuSignAdobe SignPandaDocDropbox Sign
Starting price$8/user/mo$15/user/mo$14/user/mo$19/user/mo$15/user/mo
Free trial7-day trialNot verifiedNot verifiedNot verifiedNot verified
Bulk sendYesYesNot verifiedYesYes
Audit trailYesYesYesYesYes
HIPAA complianceBAA requiredBAA availableBAA availableNot verifiedNot verified
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