Templates
Create reusable disclosure templates with preplaced fields, variable tags, and version control to ensure consistent language and reduce repetitive setup for recurring disclosures across departments.
Under U.S. law, electronic disclosures and signatures are enforceable if executed in compliance with ESIGN and UETA; organizations must also address sector-specific data controls such as HIPAA or FERPA when disclosures involve protected health or educational information.
Administrators configure e sign disclosure settings, manage user provisioning, define role permissions, and oversee security controls and retention policies. They approve templates, monitor audit reports, and enforce authentication and workflow defaults across the organization.
Signers access assigned disclosures, complete required fields, and provide consent. They typically have limited access to templates and cannot change system-wide settings, with permissions scoped to sending rights or view-only access as assigned by administrators.
Create reusable disclosure templates with preplaced fields, variable tags, and version control to ensure consistent language and reduce repetitive setup for recurring disclosures across departments.
Distribute the same disclosure to large recipient lists with individualized signing links and per-recipient audit records to collect wide-scale consent efficiently while preserving traceability.
Support multiple verification methods including email, SMS one-time passcodes, and optional identity proofing to match signer assurance levels to the sensitivity of the disclosure.
Comprehensive event logs capture timestamps, IP addresses, and signer actions throughout the disclosure lifecycle to support internal reviews and legal admissibility.
Responsive signing UI and native apps enable recipients to review disclosures and sign from smartphones or tablets while maintaining signature provenance and document fidelity.
Prebuilt connectors and APIs link disclosure workflows to CRM, document storage, and enterprise systems for automated routing, storage, and status synchronization.
Import content from Google Docs into disclosure templates while preserving formatting and collaborative edits, enabling rapid conversion of draft language into signed, auditable records.
Two-way CRM connectors populate contact data into disclosures and push signed document metadata back to records, supporting automated follow-up and a single source of truth for customer agreements.
Automatically route signed disclosures to Dropbox, Google Drive, or enterprise storage with consistent retention rules and centralized retrieval for audits and operational use.
REST APIs enable embedding disclosure flows into web applications, programmatic triggers, and automated capture of signed documents for downstream processing and integration.
| Setting Name | Configuration |
|---|---|
| Automatic reminder schedule for signers | Send reminders every 48 hours until completion or manual cancellation. |
| Sequential or parallel signing order | Use sequential signing order by default to control signer progression. |
| Document expiration and archival timing | Document link expires after 30 days and moves to archive storage. |
| Authentication method selection per signer | Authenticate via email or SMS one-time codes as configured. |
| Retention and deletion policy enforcement | Enforce retention policy and scheduled deletions according to records schedule. |
Check device and browser compatibility before sending an e sign disclosure to ensure recipients can access, review, and sign documents without avoidable technical interruptions.
Supported platforms include modern desktop browsers, current mobile operating systems, and native apps where available; ensure documents use stable formats, enable JavaScript and cookies for full functionality, and verify network access for secure uploads and submission.
A broker distributes an electronic property disclosure to prospective buyers to record acknowledgement of property conditions and material facts before contract execution.
Resulting in traceable consent records, auditable timestamps, automated delivery to title and escrow partners, and reduced physical storage burden while improving evidence available for compliance and dispute resolution.
A university sends FERPA-related disclosure forms to students and parents to obtain permissions for release of educational records during registration and administrative requests.
Leading to secure, timestamped permissions stored inside student record systems, faster audit responses for compliance officers, and reduced manual processing time across registrar offices while maintaining FERPA-required consent trails.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| HIPAA Support | |||
| Bulk Send | |||
| Advanced Certificates | |||
| API Access | REST API | REST API | REST API |
Often retained for seven years or as required by statute.
Follow HIPAA retention requirements and consult privacy officer.
Maintain records consistent with institutional policy and FERPA guidance.
Daily backups with offsite redundancy and encrypted storage.
Suspend deletions when litigation or investigations require preservation.
| Plan/Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting price (monthly per user) | From $8/user/month billed annually | From $10/user/month billed annually | From $9.99/user/month individual plan | From $15/user/month | From $19/user/month |
| Free trial availability | Free trial available | Free trial available | Free trial available | Free trial available | Free trial available |
| API access in plans | Available via developer and business plans | Available via developer and business plans | Included in enterprise and developer plans | Available in paid plans | Available in paid plans |
| HIPAA support option | BAA available for eligible plans | BAA available for enterprise customers | BAA available for enterprise customers | BAA available for enterprise customers | BAA available on enterprise plans |
| Mobile app and platform support | iOS & Android apps and web | iOS & Android apps and web | iOS & Android apps and web | iOS & Android apps and web | iOS & Android apps and web |
Generate, deliver, and control workflows of any complexness, digitally from virtually anywhere. Scalable eSignature features let you exchange contracts with the right people in the proper sequence and set up roles for every recipient. Stream document workflows faster and easier than ever before.
Enhance sophisticated signing tasks with airSlate SignNow�s effective features to enhance your company. Take control of your automated signature workflows to ensure they're running at peak performance with fast notifications and reminders.
Bring teams together in a protected, shared workplace. Manage documents, use form templates and notifications to produce more effective cross-company interaction. Relieve your workers from having to hang out on repetitive routines to enable them to center on beneficial, business-crucial tasks.
Manage your tasks with best-in-class integration. Assemble Salesforce, Microsoft Teams, and SharePoint all in one business thread. Hook up your applications to a single system for limitless opportunities and more efficiency.
Feel confident knowing that your data remains secure by the latest in encryption security. airSlate SignNow is GDPR and eIDAS compliant and offers you visibility into your eSigning procedure with court-admissible audit trails. Configure user access permissions and roles to control who has access to what.