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How to Create a Document That Can Be Signed Electronically

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What electronic document signing means

A document that can be signed electronically is a digital record prepared so a signer can review, consent, and apply an electronic signature instead of pen and paper. In the U.S., the process usually includes creating the document, adding signer fields, sending a secure signing link, and capturing the signer’s intent, identity, and timestamp. The signed file then stores an audit trail and tamper-evident record, which helps show who signed, when, and what was signed.

Why electronic signing matters

It reduces printing, scanning, and manual routing while preserving enforceability under ESIGN and UETA when consent, attribution, and record retention are handled correctly. That makes routine approvals faster and easier to track across teams.

Why teams look for DocuSign alternatives

Common setup pitfalls

  • Missing signer consent language can weaken enforceability and create disputes about whether the recipient agreed to electronic delivery.
  • Poor field placement can cause signers to miss required initials, dates, or attachments before submission.
  • Weak authentication makes it harder to attribute the signature to the right person in a later challenge.
  • Incomplete audit records can leave gaps in the signing history, timestamps, or document version control.

Who uses electronic signing

Real estate

Real estate teams use electronic signing for leases, disclosures, and rental applications that need quick turnaround.

Regulated industries

Healthcare, finance, legal, education, and insurance teams use it for forms, approvals, and compliance records.

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Typical users and roles

  • Coordinates lease packets, disclosures, and renewal forms for property teams that need mobile signing and fast turnaround. signNow customer Martin Properties has highlighted online execution, built-in security, and efficient document return across office and field workflows.
  • Manages system-connected signature flows for ERP-driven document routing, where the right signer, format, and approval order matter. Xerox’s NetSuite operations story reflects this need for flexible routing and integration-aware signing across internal and external documents.

Core features and benefits

signNow supports practical signing workflows that help teams prepare documents, collect signatures, and retain records with less manual handling.

Templates

Create reusable templates for contracts, forms, and approvals so teams can standardize fields, reduce setup time, and keep document versions consistent across repeated signing workflows.

Signing order

Route documents in a defined order so each signer receives the file at the right time with the right fields and instructions.

Audit trail

Capture timestamps, signer details, and document history in one record that supports internal review and later evidentiary use.

Mobile access

Use mobile apps and browser access to sign on desktop, iPhone, iPad, or Android without changing the signing process.

Access control

Apply role-based permissions so only approved users can prepare, send, or manage sensitive documents and signer data.

Status tracking

Track completion status so teams can see which documents are pending, signed, declined, or returned for correction.

Connected systems and workflows

Connected systems can move documents from your existing tools into signing flows, then return status updates and completed files back to the source system.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box

How the signing flow works

The signing process follows a simple sequence from document preparation to final record storage, with each action logged for review.

  • Prepare: Upload the document and add signer fields.
  • Distribute: Send a secure signing request to each signer.
  • Sign: Signer reviews, signs, and submits the file.
  • Complete: Completed records store the final file and audit trail.

Quick setup steps

Use a short setup sequence to prepare a document, assign fields, and send it for signature.

  • Upload:

    Upload the file you want signed.
  • Add fields:

    Add signature, date, and text fields.
  • Assign signers:

    Enter signer names and email addresses.
  • Send:

    Send the document for signature.
  • Save:

    Download the completed file after signing.

Recommended workflow settings

Use settings that support attribution, record integrity, and retention for U.S. signing workflows and regulated records.

SettingRecommendation
Authentication methodSMS OTP for higher assurance
Signature typeSES for routine U.S. contracts
Audit trailEnable time-stamped event logging
Document retention6 years for HIPAA records
EncryptionTLS 1.2/1.3 and AES-256

Supported devices and browsers

signNow works across major desktop browsers and mobile operating systems, so users can review and sign documents on the devices they already use.

  • Desktop browsers Chrome, Firefox, Edge
  • Desktop systems Windows and macOS
  • Mobile devices iOS and Android apps

For managed deployments, confirm browser policy, mobile app access, and network controls before rollout. Regulated teams should also verify SSO, API access, and retention settings on Windows, macOS, iOS, and Android devices used for signing.

Security and compliance controls

Transport security:

TLS 1.2/1.3 in transit

Data encryption:

AES-256 at rest

Independent controls:

SOC 2 Type II available

Security management:

ISO 27001 certified

Healthcare workflows:

HIPAA support with BAA

Regulated records:

21 CFR Part 11 support

Real-world use cases

These examples show how teams use electronic signing in property, operations, and system-connected document workflows.

Property operations

A property operations leader needed faster lease execution across office and mobile workflows.

  • Martin Properties used online signing for lease packets.
  • Built-in security supported efficient document return.

The team could process and execute documents online with stronger control over turnaround, security, and mobile access.

ERP operations

A systems operations leader needed flexible signature routing inside an ERP-connected workflow.

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

The integration helped route documents more accurately while keeping signing aligned with internal system data and approval needs.

Best practices for setup

A careful setup reduces signing errors, supports enforceability, and makes the completed record easier to review later.

Design for clarity

Use clear field labels, required initials, and date boxes so signers know exactly what to complete before submission. Keep the layout simple and place fields in the same order the signer will review the document.

Capture consent early

Collect consent for electronic delivery before sending the document, and keep that consent with the signed record. This helps support ESIGN and UETA enforceability when the signature is later reviewed.

Match authentication to risk

Use stronger authentication for sensitive agreements, such as SMS OTP or ID verification, when the transaction needs better attribution. Match the method to the document’s risk level and internal policy.

Keep complete records

Retain the final signed file, audit trail, and related approval records together. For HIPAA-covered records, keep them for 6 years under 45 CFR §164.530(j)(2) when applicable.

Rollout and retention timeline

This timeline combines rollout milestones with retention facts that matter for U.S. signing workflows and regulated records.

Day 1:

Set up templates, signer roles, and retention rules.

Day 2:

Send the first document and confirm delivery receipts.

Week 1:

Onboard the full team and review signing permissions.

7-day trial:

Free trial ends after 7 days, no credit card.

HIPAA retention:

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

Part 11 records:

Retain required audit records under your validated SOPs.

UETA adoption:

49 states, D.C., Puerto Rico, and U.S. Virgin Islands have adopted UETA.

ESIGN baseline:

Federal law supports electronic signatures in interstate commerce.

Risks of poor setup

Weak identity proof

A court may question attribution.

Missing audit trail

The record may be harder to defend.

Short record storage

Retention failures can violate policy.

No BAA

PHI handling may breach HIPAA.

No consent record

The signature may face enforceability disputes.

What the audit trail records

The audit trail captures identity, timing, integrity, and retrieval details that help show how the signed record was created.

01

Authenticate:

Verify signer identity before access is granted.
02

Timestamp:

Record UTC timestamps for each action.
03

Hash:

Generate a hash after signing completes.
04

Seal:

Seal the file with tamper-evident controls.
05

Archive:

Store the event history with the signed file.
06

Export:

Export the audit trail for review or evidence.

Pricing and feature snapshot

Pricing and plan details reflect verified annual-billing entry tiers and documented feature notes from the current vendor landscape.

Plan / FeaturesignNowDocuSignAdobe SignPandaDocHelloSign
Starting price$8/user/mo$15/user/mo$14/user/mo$19/user/mo$15/user/mo
Free trial7 daysNot verifiedNot verifiedNot verifiedNot verified
Bulk sendBusiness PremiumPlan dependentPlan dependentPlan dependentPlan dependent
Audit trailIncludedIncludedIncludedIncludedIncluded
HIPAA complianceBAA requiredBAA availableBAA availableNot verifiedNot verified

Frequently asked questions

These answers cover plan limits, compliance needs, and recordkeeping questions that often come up during electronic signing setup.

signNow Business includes legally binding eSignatures, audit trails, templates, mobile apps, ISO 27001, SOC 2, and GDPR support. If you need bulk send or advanced signer authentication, Business Premium and Enterprise add those options.

signNow’s 7-day free trial requires no credit card. It lets you test document sending, signing, and basic workflow setup before choosing a paid plan.

HIPAA workflows require a BAA. signNow supports HIPAA compliance when the covered entity signs the agreement and uses the platform for PHI handling.

For U.S. enforceability, ESIGN and UETA require consent, attribution, and a reliable record. signNow’s audit trail helps document signer activity, timestamps, and document history.

DocuSign’s entry tiers can include envelope limits, while signNow’s paid plans do not cap users. If you need high-volume sending, compare plan limits before rollout.

For regulated records, 21 CFR Part 11 may require validation, access controls, and secure audit trails. signNow supports these controls, but the regulated entity remains responsible for validation and policy fit.

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