Comparing signNow and Insightly for security helps organizations choose a workflow that meets legal and operational compliance while protecting sensitive records; this is particularly important for entities subject to HIPAA or FERPA.
Responsible for configuring platform security settings, managing access control lists, enforcing MFA and SSO, and reviewing audit logs. This role evaluates vendor technical controls, tests integrations for data leakage, and coordinates with IT to ensure endpoint protections and encryption align with organizational policies.
Focuses on legal and regulatory obligations including HIPAA, FERPA, ESIGN, and UETA. The Compliance Officer negotiates BAAs and data processing agreements, documents controls for audits, and verifies retention, breach notification, and recordkeeping practices to meet regulatory requirements.
Integration manages OAuth scopes and limits document sharing exposure; best practice is to use service accounts and narrowly scoped access to prevent broad file access across users.
CRM connectors map fields and store signed documents; ensure connectors honor platform encryption and do not duplicate PHI in less secure fields or external logs.
When exporting signed documents to cloud drives, verify destination encryption, retention settings, and access controls to maintain consistent protection across storage locations.
SAML or OIDC SSO centralizes authentication and enables stronger password policies, MFA enforcement, and automated user lifecycle management for reduced access risk.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Expiry | 90 days |
| Audit Retention Period | 7 years |
| MFA Enforcement | Enabled |
| Role-Based Access | Admin/Editor/Viewer |
Confirm platform compatibility and security posture for devices used to access signNow or Insightly to reduce endpoint risk.
Ensure device OS updates, managed device policies, and corporate endpoint protections are in place to prevent client-side compromise and maintain consistent security across all access methods.
A mid‑sized clinic needs eSignature for patient consent forms and PHI workflows, with BAA and encrypted storage required
Resulting in preserved compliance posture and clearer breach reporting responsibilities.
A university processes student records and permissions that require strict access controls and retention policies
Leading to easier adherence to FERPA obligations and reduced risk of unauthorized disclosure.
| Criteria | signNow (Recommended) | Insightly | Paper-Based |
|---|---|---|---|
| HIPAA-ready | Limited | ||
| Audit trail completeness | Comprehensive | Variable | Minimal |
| Remote authentication options | Email/SMS/MFA | Email only | In-person ID |
| Encryption standards | AES-256 / TLS | TLS only | None |
| Vendors | signNow (Recommended) | Insightly | DocuSign | Adobe Sign | Paper-Based |
|---|---|---|---|---|---|
| Primary focus | eSignature workflows and integrations | CRM with optional eSign connectors | Enterprise eSignature solutions | Enterprise eSignature and document services | Manual, physical signatures |
| HIPAA support availability | BAA available for covered plans | Limited or requires add-ons | BAA available | BAA available | Not applicable |
| API and developer access | Robust REST API with SDKs | API via CRM platform | Comprehensive API ecosystem | Comprehensive API ecosystem | None |
| Audit and tamper evidence | Detailed immutable audit logs | Dependent on integration | Detailed audit trails | Detailed audit trails | Manual logs only |
| Typical deployment scale | SMB to enterprise | SMB and midmarket | Enterprise and global | Enterprise and global | Local or physical operations |
