Phone Field
A dedicated field type that accepts telephone numbers, supports validation patterns, and stores the value as a distinct metadata element in the executed document.
Including a byline phone number captures a direct contact method for signers, supports verification workflows, and improves audit records while reducing ambiguity about who signed and how they were reached.
A Contract Manager configures agreement templates that include the create byline phone number field, enforces validation rules, and reviews audit logs to ensure each contract contains verifiable signer contact details for future communications and compliance purposes.
A Healthcare Administrator implements phone number capture with HIPAA-aware retention settings, coordinates BAAs, and ensures that phone-based verifications or SMS notifications comply with institutional policies for protected health information.
Legal, HR, sales, and compliance teams commonly include byline phone numbers to verify signers and maintain clear records.
Organizations managing regulated data or high-value contracts typically standardize phone byline capture to support audits and dispute resolution.
A dedicated field type that accepts telephone numbers, supports validation patterns, and stores the value as a distinct metadata element in the executed document.
One-time passcodes sent via SMS to verify possession of the provided phone number before completing the signature process.
Custom validation rules, such as E.164 enforcement or regex patterns, that reduce incorrect entries and improve downstream messaging reliability.
A time-stamped record showing when the phone number was entered, verified, and included in the final executed document for legal defensibility.
Reusable templates that include preconfigured phone-byline fields, reducing setup time and ensuring consistent validation and consent language.
Programmatic creation and management of phone-byline fields to integrate with CRMs, ERPs, or custom applications for seamless data flow.
Insert a byline phone number field into documents drafted in Google Docs and send via signNow integration to preserve contact data and avoid manual copy-paste between systems.
Map the captured phone number into CRM records automatically so sales and account teams have the verified contact on file immediately after the document is executed.
Store executed agreements with attached byline phone numbers in Dropbox folders to maintain a single source of record and simplify document retrieval for audits.
Use signNow API endpoints to programmatically create byline phone number fields, validate submitted numbers, and sync verified contacts with internal systems.
| Feature | Configuration |
|---|---|
| SMS Authentication | Enabled |
| Reminder Frequency | 48 hours |
| Field Validation Pattern | E.164 |
| Retention Policy | 6 years |
| Signer Sequencing | Sequential |
Ensure signers and administrators use supported browsers and recent mobile apps when working with create byline phone number fields.
Keep device software updated, confirm the signNow app version matches your organization’s compatibility matrix, and validate SMS delivery capabilities in target regions prior to large-scale rollouts to avoid signer friction.
A purchase agreement includes a byline phone number for each signer which sends an SMS OTP for verification
Resulting in clearer chain-of-custody and fewer post-closing disputes.
A medical consent form collects the patient phone number as a byline within signNow and triggers a secure SMS verification step
Leading to improved audit readiness and better patient communication logs.
| Feature or Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| SMS Authentication | |||
| Native Google Docs Add-on | |||
| BAA / HIPAA Support | |||
| Bulk Send Limits | High | High | Medium |
Set field types and validation rules.
Define when SMS OTP is required.
Publish templates to teams.
Quarterly permission audits.
Apply deletion schedules.
Prepare breach and notification steps.
Educate users on validation and consent.
Periodically export audit logs.
90 days for transactional follow-up.
7 years for most contract records.
6 years to align with common HIPAA practices.
5 to 7 years per audit requirements.
Annual policy and access review.
| Plan / Vendor Comparison | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Starting Price (per user per month) | From $8/user/month | From $10/user/month | From $9.99/user/month | From $15/user/month | From $19/user/month |
| Free Trial Length | 7 days | 30 days | 7 days | 14 days | 14 days |
| API Availability and Access | Available on business plans | Available | Available | Available | Available |
| Mobile App Support | iOS and Android | iOS and Android | iOS and Android | iOS and Android | iOS and Android |
| Phone and Enterprise Support | Business hours and enterprise options | Premium and enterprise support | Business plans include support | Limited phone support | Enterprise-focused support |
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