Authorized Parties
Names and roles of each person or entity granted access, with a precise description of their authority.
A concise declaration reduces ambiguity about who may access sensitive records, creates an evidentiary record of authorization, and supports security controls and audits required by regulations such as ESIGN/UETA and HIPAA when health data is involved.
The completed declaration becomes part of personnel or data-access records and should be retained according to corporate retention schedules and applicable law.
Names and roles of each person or entity granted access, with a precise description of their authority.
Specific data categories, file sets, or functional permissions (read/write/admin) that the authorization covers.
Start and end dates for the access right, including automatic expiration or review triggers.
Business purpose for access and any restrictions (e.g., no export, no PHI download).
Designation of who may sign on behalf of an organization and any delegation rules.
How the access will be logged, monitored, and the method for immediate revocation if needed.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link with optional SMS MFA for higher-risk access |
| Order | Sequential signing with manager approval before provisioning |
| Retention | Enable secure, immutable storage for signed copies and audit logs |
| Notifications | Automatic alerts to IT when access is granted or revoked |
Choose platform features that meet your security, compliance, and integration needs.
Verify that chosen features satisfy regulators (for example, HIPAA for PHI) and internal audit requirements before deploying.
Complete before provisioning access; use the Effective Date field.
Conduct access reviews at least annually or more often for high-risk roles.
Revoke access within 24 hours upon role change or separation.
Store signed declarations per retention policy and legal requirements.
Document access-related incidents and update declarations as required.
User or manager submits an access request with purpose and scope.
Authorized approver reviews and signs the declaration.
IT applies permissions and documents the provisioning event.
Scheduled review triggers renewal or revocation of access.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |