Master Files
Native CAD files plus neutral-exchange files (STEP, IGES) to ensure downstream compatibility and archival completeness.
A formal finalization document reduces ambiguity, preserves sign-off traceability, and limits rework by documenting the exact files and parameters approved for production. It also supports compliance, dispute resolution, and retention policies for regulated industries.
Use role-based signing order to ensure each discipline approves before the document becomes effective and is released.
Native CAD files plus neutral-exchange files (STEP, IGES) to ensure downstream compatibility and archival completeness.
Fully dimensioned 2D drawings with tolerances, GD&T, and revision identifiers for inspection and tooling.
Declared material specifications, surface finish notes, and supplier part numbers where applicable to control procurement.
Itemized components with quantities, reference designators, supplier info, and assembly relationships for ordering and build.
Acceptance tests, inspection plans, and pass/fail thresholds tied to the final release conditions.
Named approvers, role, signature (electronic or physical), date, and a clear effective date for the release.
| Field | Configuration |
|---|---|
| Signing Order | Sequential by role |
| Authentication | Email + optional SMS code |
| File Lock | Lock after final signature |
| Audit Trail | Enable full event logging |
Select an eSignature provider that supports the file formats and integrations your development and manufacturing systems require; ensure BAA or additional compliance addenda where needed.
Allow 3–10 business days for multidisciplinary review depending on complexity.
Typical sequential sign-off completes in 1–5 business days with eSignatures.
Add supplier quote and tooling windows, often 2–12 weeks.
Declare freeze at effective date to prevent uncontrolled edits.
Archive signed package immediately after final approval to preserve audit trail.
Include original CAD native files so engineering teams can reference parametric history and make sanctioned updates when needed.
Provide STEP or IGES files for contract manufacturers to avoid CAD interoperability issues and preserve geometry.
Attach PDF/A drawings and a signed PDF copy of the finalization document to preserve a tamper-evident human-readable record.
Attach test reports, supplier certificates, and any compliance statements referenced in the release to prevent later disputes.
A senior engineer or CAD owner who certifies technical correctness and ensures the files match drawings and tolerances; their signature confirms engineering acceptance for release.
A manufacturing or quality manager who confirms manufacturability, inspection criteria, and readiness for production; their signature authorizes transfer to manufacturing.
All files uploaded and metadata entered for initial review.
Design, QA, and procurement complete comments and redlines.
Incorporate approved changes and regenerate exports.
Authorized approvers sign and the document becomes effective.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |