Registration Data
Collect full legal name, organization, mailing address, email, phone, and professional credentials; consistent formatting reduces payer and badge errors during check-in and reporting.
A consistent ASCRS 2023 Event Document reduces processing time, centralizes consent and liability language, and preserves a clear audit trail for compliance. It helps organizers meet privacy, access, and recordkeeping obligations while simplifying attendee and speaker interactions.
Each group requires different fields and authentication levels; configure the document workflow to match role-based requirements and consent needs.
Collect full legal name, organization, mailing address, email, phone, and professional credentials; consistent formatting reduces payer and badge errors during check-in and reporting.
Include photography/video release, CME data use consent, and media distribution permissions with clear, plain-language choices and explicit checkboxes to document affirmative consent.
Request presentation title, abstract, disclosure statements, AV requirements, and a deliverables timeline to permit timely review and program inclusion.
List fee type, payment method, refund policy, and required tax documentation. Clear terms prevent disputes after the event closes.
Summarize data use, retention, third-party sharing, and opt-out mechanics to align with privacy expectations and ESIGN consumer disclosure where applicable.
Capture signer identity, timestamp, IP address, and field-level history to support enforceability and post-event record reviews.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | KBA |
| Signing Order | Parallel for attendees | Sequential for speaker approvals |
| Reminder Schedule | Auto-reminders at 3 and 7 days |
| File Retention | Export copies to secure archive |
Confirm vendor compliance, encryption standards, and export capabilities before storing signed records; require BAAs for health data when needed.
At least 30 days before event to allow review and program placement
Typically 7–14 days before event to finalize badges and catering counts
Defined in policy; commonly 30 days prior for full refund
Submit within 30–60 days after session for credit processing
Export signed records within 90 days for archival and compliance
Legal and program teams finalize clauses and schedules.
Send forms to participants for completion and signature.
Confirm onsite identity and access against signed records.
Export and store signed copies per retention policy.
| 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 | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
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