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How to Make a Virtual Signature with signNow

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What a virtual signature is

A virtual signature is an electronic way to show intent to sign a document online. In practice, a signer reviews a file, confirms identity through email, SMS, or another authentication method, and applies a signature mark, typed name, or approved signing process. The platform then records the action, time, and document state in an audit trail. For U.S. users, this supports fast, remote signing while preserving evidence that the signer agreed to the record and that the document was not altered after signing.

Why virtual signatures matter

How to make a virtual signature matters because it reduces paper handling, speeds approvals, and keeps records easier to track. Under ESIGN and UETA, an electronic signature can be enforceable when intent, consent, and attribution are documented, which makes the workflow legally useful for many U.S. transactions.

Why teams look for DocuSign alternatives

Common virtual signature pitfalls

  • Signer identity can be unclear when the workflow relies only on an email link and no stronger authentication.
  • Documents may be challenged if the audit trail does not capture timestamps, IP data, and signing events.
  • Teams often forget consent language, which can weaken enforceability for electronic delivery and signing.
  • Retention gaps can create problems when signed records must be produced for legal, tax, or compliance review.

Who uses virtual signatures

Real estate

Real estate teams use virtual signatures for leases, disclosures, and closing packets across remote transactions.

Healthcare and finance

Healthcare and finance teams use them for intake forms, authorizations, and approval records with audit trails.

Users who benefit most

  • A director of NetSuite operations at Xerox uses signNow to route the right signatures to the right documents in the right format, especially when workflows depend on system data and controlled approvals.
  • A COO at Optica Ventures LLC uses signNow because the interface is simple for internal teams and customers, which helps reduce friction when sending agreements that need a quick, trackable signature.
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Core features for virtual signatures

signNow supports a practical signing workflow that helps teams collect signatures, track activity, and keep records organized across devices.

Intent capture

Create a signing flow that captures intent, identity, and document status without paper handling or manual scanning.

Audit trail

Use audit trails to record signer actions, timestamps, and document history for later review.

Mobile access

Send documents from desktop or mobile so signers can complete records wherever they are.

Templates

Reuse templates for repeat agreements, which reduces setup time and keeps fields consistent.

Routing

Route approvals in sequence or parallel to match internal review rules and signature order.

Status tracking

Track completion status so teams can see where each document stands before follow-up is needed.

Integrations that connect signing work

Connected systems move documents, contacts, and approvals into the signing flow, reducing duplicate entry and keeping records aligned.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box

How the signing flow works

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

  • Open document: The signer opens the document and reviews the request.
  • Verify identity: The platform verifies identity through the selected method.
  • Sign document: The signer applies a virtual signature and submits it.
  • Record completion: The system stores the signed file and audit trail.

Quick steps to get started

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

  • Upload file:

    Upload the document you want signed.
  • Place fields:

    Add signer fields and signature spots.
  • Set routing:

    Choose the signer order and reminders.
  • Send request:

    Send the document for signature.
  • Save record:

    Download the completed file after signing.

Recommended setup for virtual signatures

A clear setup helps match identity checks, recordkeeping, and retention rules to the document type and compliance need.

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

Platform requirements for signing

signNow works in modern browsers and mobile apps, with secure connections used during document access and signing.

  • Desktop browsers Chrome, Firefox, Safari, and Edge supported.
  • Desktop OS Windows and macOS work in the browser.
  • Mobile OS iOS and Android supported through mobile apps.

For managed deployments, teams often pair browser access with SSO, API access, and device policies. That approach helps keep user provisioning, record retention, and signing controls consistent across departments, while supporting desktop and mobile signing on Windows, macOS, iOS, and Android.

Security and compliance snapshot

Encryption:

TLS 1.2/1.3 in transit

Data protection:

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

Customer stories show how virtual signatures fit operational workflows in industries that need speed, traceability, and remote access.

Distribution operations

A technology distributor needed faster internal and external approvals across systems.

  • Tech Data used signNow to improve service and speed to revenue.

The workflow reduced delay between document creation and completed approval, while keeping signatures tied to a controlled process that supported internal and external service goals.

Real estate

A property team needed online execution for documents with compliance and mobility requirements.

  • Martin Properties used signNow for mobile and offline signing.

The team processed documents online with built-in security and compliance, which helped them return signed forms efficiently without relying on in-person meetings or paper handling.

Best practices for reliable signing

A consistent process helps reduce disputes, support compliance, and make signed records easier to manage later.

Match authentication to risk

Use stronger authentication for contracts that carry higher financial, legal, or privacy risk, especially when signer identity may later be questioned.

Clarify the request

Keep the signing request short and clear so signers understand what they are approving before they click to sign.

Preserve the full record

Store completed files with the audit trail and related attachments so the record can be reviewed without reconstructing the workflow later.

Plan retention early

Set retention rules before sending documents, especially for HIPAA, finance, and employment records that may need long-term access.

Risks of an incomplete workflow

Weak attribution

The record may be harder to authenticate in court.

Missing consent

The signature may face enforceability challenges.

Incomplete audit trail

The file may fail compliance review.

Retention gap

The document may be rejected in regulated workflows.

Rollout and retention timeline

This timeline combines launch milestones with retention and policy facts that matter after the first signature is sent.

Day 1:

Set up the account, templates, and signer roles.

Day 2:

Send the first document for internal review.

Week 1:

Onboard the first team and confirm routing rules.

7-day trial:

signNow offers a 7-day free trial, no credit card required.

HIPAA retention:

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

UETA adoption:

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

ESIGN baseline:

Federal enforceability applies when intent, consent, and attribution are documented.

Enterprise rollout:

Expand to departments after validating templates and retention rules.

What the audit trail records

The audit trail captures the technical evidence behind the signature, not the setup steps used to send the document.

01

Authenticate signer:

Verify the signer through the chosen authentication method.
02

Log timestamps:

Capture the exact UTC timestamp for each action.
03

Create hashes:

Hash the document before and after signing.
04

Seal the record:

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

Save audit data:

Store the event history with signer details.
06

Retrieve audit trail:

Export the audit trail for review or evidence.

Vendor comparison at a glance

A short comparison helps show how signNow lines up with other major eSignature vendors on price and core signing features.

signNowDocuSignAdobe SignPandaDoc
ESIGN and UETA supportYesYesYes
Audit trail includedYesYesYes
Starting price$8/user/mo$15/user/mo$14/user/mo
Free trial7-day trialNot verifiedNot verified
Envelope capNo cap100/yrNot verified

Pricing and plan features

Pricing data reflects verified annual-billing entry tiers and plan notes from the provided ground truth.

signNowDocuSignAdobe SignPandaDocHelloSign
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 sendYes, Business PremiumNot verifiedNot verifiedNot verifiedNot verified
Audit trailIncludedIncludedIncludedIncludedIncluded
HIPAA complianceBAA requiredAvailableAvailableNot verifiedNot verified

Troubleshooting and FAQ

These answers focus on plan limits, compliance needs, and recordkeeping issues that affect virtual signatures in U.S. workflows.

If a signer says the document was not received, check the delivery status in signNow and resend from the same workflow. Business and Business Premium plans include templates and signing requests, while the audit trail helps confirm whether the email was opened or the request was completed.

If you need HIPAA support, use a plan that can support a BAA and keep the signed record encrypted. signNow lists HIPAA support with a BAA requirement, and HIPAA retention rules call for 6 years from creation or last effective date, whichever is later.

If a document needs stronger evidence, use signer authentication beyond a simple email link. signNow supports workflows that can use stronger authentication, and ESIGN and UETA rely on intent and attribution, so the audit trail should show who signed and when.

If you need bulk sending, use Business Premium or higher. signNow lists bulk send in Business Premium, while the Business plan focuses on legally binding eSignatures, templates, mobile apps, and audit trails.

If a record must survive certificate changes, keep the completed PDF and audit trail together. signNow records signing activity, and long-term validation concepts such as PAdES LTV and timestamped records help preserve evidence after certificate expiration.

If a workflow must satisfy 21 CFR Part 11, use unique user IDs, secure audit trails, and time-stamped records. The regulation expects validated systems, unique signer identification, and records that cannot be altered without trace.

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