Identifier
Unique document number and version to track revisions and refer to exhibits.
A clear, properly completed CO7 Document creates an auditable record of the business action, reduces ambiguity about authority and timing, and supports downstream compliance or filing requirements under state and federal law.
Several internal roles interact with a CO7 Document: preparers who assemble facts, reviewers who verify accuracy, and authorized signers who certify the action.
Use role-based review checklists so each party confirms their items before routing to the authorized signer; this reduces re-executions and audit exposure.
Unique document number and version to track revisions and refer to exhibits.
The date the certified action takes effect, used for timing rights and obligations.
Full legal names and contact details for all entities or individuals referenced in the certification.
Concise description of the decision, transaction, or certification being documented.
Attached schedules, approvals, or calculation worksheets that substantiate the certified action.
Signer name, title, date, and method of signing (electronic or wet) plus any notarization details.
| Field mapping | Map CO7 fields to your document template for consistent data capture. |
|---|---|
| Conditional routing | Route to different approvers based on field values such as approval amount. |
| Signer authentication | Require email, SMS code, or stronger verification per risk profile. |
| Audit capture | Record IP, timestamp, and action logs for each signer. |
| Storage location | Define cloud or on-premises repository and retention metadata. |
When choosing a digital workflow for CO7 Documents, prioritize secure authentication, audit trails, and integration with your existing systems.
Ensure the chosen platform records timestamps and signer attribution, preserves a tamper-evident copy, and supports your archive and eDiscovery needs.
| 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 | Available (Business Premium) | Depends on plan | Depends on plan | Depends on plan | Depends on plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Depends on plan | Depends on plan | No | No |
Martin Properties centralized approval into a CO7 template to capture board certifications.
A healthcare operator used a CO7-style form to track vendor approvals and HIPAA addenda.
Complete legal and finance review within 3–5 business days
Expect authorized signer action within 48–72 hours
File within statutory deadline if the action triggers public filing
Store final signed copy within 24 hours of execution
Retain supporting materials per retention schedule before next audit