Field-level permissions
Control which recipients see or can edit specific fields, preventing copy signatories from accessing drafts or sensitive input while still receiving the final executed file.
Using a copy signatory ensures consistent document distribution and retains a clear audit record while keeping the signing flow unchanged.
Legal counsel typically needs immediate copies of executed agreements to verify terms, store records, and advise on compliance. They use copies to confirm the final executed text and to preserve an evidentiary document for potential disputes or regulatory review.
HR managers use copy signatories to automatically gather signed offer letters and onboarding paperwork for personnel files, audit trails, and benefit enrollment processing, reducing manual collection and ensuring consistent documentation across the employee lifecycle.
Legal, HR, finance, compliance, and account management teams often rely on copy signatories to capture final executed documents for records.
Including a copy signatory is a low-friction step that supports cross-functional visibility without requiring additional signer actions.
Control which recipients see or can edit specific fields, preventing copy signatories from accessing drafts or sensitive input while still receiving the final executed file.
Tailor copy delivery messages and include contextual metadata so recipients immediately understand the document purpose and any post-delivery actions required.
Route copies directly to cloud storage providers or internal repositories to centralize records and reduce duplicate manual uploads.
Apply retention tags automatically to delivered copies to align with records management schedules and legal hold processes.
Protect copies with additional encryption or password options when sending to external parties for enhanced confidentiality.
Trigger system events when copies are delivered so downstream systems can index, archive, or process executed documents automatically.
Named recipient roles let senders classify individuals as signers, approvers, or copy signatories so that only specified roles must act while others receive final executed documents.
Conditional routing allows copy signatories to be added based on form responses or signer outcomes, enabling targeted distribution without manual intervention.
Automation rules can send copies to internal systems, email lists, or cloud folders immediately after completion to maintain consistent records and integrations.
Comprehensive audit logs record when copies were generated and delivered, preserving chain-of-custody and supporting compliance reviews and dispute resolution.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order Mode | Sequential signing |
| Copy Delivery Trigger | On completion |
| Retention Tag Applied | Standard record |
| Notification Recipients | Designated copy roles |
Copy signatory delivery typically uses standard email and PDF formats compatible with desktop and mobile platforms, requiring only a current browser or mail client.
Ensure recipients have access to compatible viewers and that corporate email gateways permit attachment delivery or links; for sensitive deliveries, use authenticated access or secure cloud routing to maintain confidentiality and accessibility.
A new hire signs onboarding documents digitally and HR receives a copy immediately for personnel files.
Resulting in faster new-employee setup and reduced manual paperwork for HR while retaining an audit-ready executed document.
Procurement sends contracts to vendors with legal counsel as a copy signatory to receive the final agreement.
Leading to shorter procurement cycles and a consistent record for audits and future renegotiations, ensured by the preserved executed copy.
| Criteria | signNow (Featured) | DocuSign | Adobe Sign |
|---|---|---|---|
| Supports copy signatory | |||
| Bulk Send compatibility | |||
| Advanced authentication options | Email, SMS | Email, SMS | Email, SMS |
| HIPAA-ready BAA option | Yes (BAA) | Yes (BAA) | Yes (BAA) |
| Pricing Criteria | signNow (Featured) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting Plan Price | From $8 per user per month billed annually | From $10 per user per month billed annually | From $9.99 per month for individuals | From $15 per user per month billed annually | From $19 per user per month billed annually |
| Free Trial Length | Seven-day trial with limited sends | 30-day trial for select plans | 14-day trial | 14-day trial | 14-day trial |
| API Access Cost | Included on developer plans; usage limits apply | Available with paid plans; usage tiers | API available with Adobe subscriptions | API via Dropbox Sign paid plans | API included on business plans; limits apply |
| HIPAA Support Availability | BAA available for eligible plans | BAA available for enterprise customers | BAA available with enterprise contracts | BAA available upon request | BAA available for enterprise customers |
| Bulk Send Capacity | High-volume bulk send options with templates | Enterprise bulk send options with limits | Bulk send features for business accounts | Bulk send available with paid plans | Bulk send available with enterprise plans |
| Enterprise Contract Terms | Custom enterprise agreements and SLAs | Comprehensive enterprise contracts and support | Enterprise licensing and support | Enterprise agreements via Dropbox | Enterprise contracts and dedicated support |
Generate, perform, and manage workflows of any complexity, digitally from virtually anywhere. Scalable electronic signature functionality let you share papers with the right users the correct sequence and define roles for every recipient. Execute document workflows faster and easier than ever before.
Enhance sophisticated signing procedures with airSlate SignNow�s highly effective tools to improve your operation. Manage your automated signature workflows to guarantee they're operating at maximum performance with fast notifications and reminders.
Join teams together in a secure, shared environment. Handle paperwork, use form templates and notices to create better cross-organization communication. Relieve your staff from having to spend time on repeating actions to enable them to center on valuable, business-vital activities.
Run your tasks with best-in-class integration. Capture Salesforce, Microsoft Teams, and SharePoint all in one business thread. Link your software to a single unit for endless opportunities and more productivity.
Feel confident with the knowledge that your information remains secure by the latest in encryption security. airSlate SignNow is GDPR and eIDAS certified and gives you awareness into your signing experience with court-admissible audit trails. Set up user access permissions and roles to control who has access to what.