Audit Trail
Comprehensive event records for each signature, showing timestamps, IP addresses, and authentication steps to support compliance and dispute resolution.
Electronic signatures reduce manual paperwork, accelerate customer service at the branch counter, and create a searchable, auditable record for regulatory reviews and internal controls.
Handles customer transactions at the counter and uses the eSignature interface to capture consent and acknowledgements quickly. Needs a simple signing flow, immediate receipt generation, and clear indicators of successful signature capture for customers.
Monitors signed records and audit trails to verify regulatory adherence. Requires access to full document history, signer authentication details, and retention controls to support audits and regulatory inquiries.
Typical users include front-line tellers, branch managers, compliance staff, and payments operations teams who handle customer authorization and recordkeeping.
Different roles require distinct permissions and interfaces, so platforms must support role-based access and clear audit logs.
Comprehensive event records for each signature, showing timestamps, IP addresses, and authentication steps to support compliance and dispute resolution.
Optimized signing experiences for phones and tablets used in branch counters or by customers, including touch and stylus input for handwritten signatures.
Dedicated flows for teller-hosted signing sessions where the customer signs on a branch device and the document is completed immediately.
APIs to embed e-signature workflows into teller systems, core banking, or payment platforms for automated document generation and submission.
Prebuilt and customizable templates reduce setup time for common teller forms and ensure consistent field placement and language.
Integrated payment capture for fee-based transactions allowing signatures and payment authorizations to occur in a single workflow.
Direct integration enables importing and converting Google Docs to signable PDFs, attaching them to signing workflows so tellers can start from familiar document sources without manual file conversion.
Two-way CRM integration links signed documents to customer records and syncs signer metadata, reducing duplicate data entry and improving visibility across branch and back-office systems.
Bulk Send supports sending identical forms to multiple recipients in batch, useful for notices or acknowledgements, while tracking delivery and completion status centrally.
Reusable templates store standard teller documents with predefined fields and signer roles, speeding setup and reducing errors during high-volume transaction periods.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signer Order | Sequential |
| Authentication Method | SMS OTP |
| Retention Period | 7 years |
| Attachment Storage | Encrypted archive |
Ensure branch devices and network configurations meet minimum browser, OS, and connectivity requirements before rollout.
For kiosks and dedicated terminals, allow secure kiosk mode, enforce automatic updates, and implement offline queuing or retries to handle temporary network interruptions while preserving audit data.
A regional bank replaced paper authorization slips with an electronic signing flow for teller-initiated bill payments and transfers, capturing customer identity and signature on a tablet
Resulting in faster teller interactions and clearer compliance evidence for internal and external audits.
A credit union implemented e-signatures for deposit receipts and dispute acknowledgements sent by email to members
Leading to fewer lost receipts, reduced paper storage, and more reliable documentation during regulatory examinations.
| Feature | signNow (Recommended) | DocuSign |
|---|---|---|
| In-person signing | ||
| Bulk Send | ||
| HIPAA support | Yes (BAA) | Yes (BAA) |
| API availability |
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Entry Price | From $8/mo | From $10/mo | Included with Acrobat Pro ($14.99/mo) | From $15/mo | From $19/mo |
| Individual Plan | Basic user features | Standard personal features | Acrobat-enabled signing | Individual user tools | Solo e-signing tools |
| Team Plan | Shared templates and users | Team templates and roles | Business plans available | Team workflows | Team collaboration features |
| Enterprise Support | Custom contracts available | Advanced enterprise plans | Enterprise licensing available | Enterprise-level options | Enterprise packages |
| API Access | Available with plans | Available via agreement | SDKs and APIs | Available | Available |
Create, execute, and manage workflows of any complexity, electronically from virtually anywhere. Scalable eSignature capabilities allow you to share documents with the right people in the correct order and define roles for each recipient. Execute document workflows faster and easier than ever before.
Optimize complex signing processes with airSlate SignNow’s powerful features to enhance your business. Control your automated eSignature workflows to ensure they're running at peak performance with instant notifications and reminders.
Bring teams together in a secure, shared environment. Manage documents, use form templates and notifications to create more efficient cross-organization collaboration. Free your employees from having to spend time on repetitive activities so that they can focus on valuable, business-critical tasks.
Run your projects with industry-leading integration. Collect Salesforce, Microsoft Teams, and SharePoint all in one business flow. Connect your software to a single system for endless possibilities and more productiveness.
Feel safe with the knowledge that your data is protected by the newest in encryption security. airSlate SignNow is GDPR and eIDAS certified and offers you awareness into your eSigning process with court-admissible audit trails. Set up user authorization and rights to manage who has access to what.