Scope
Define the document's subject matter, covered entities, and transaction types so authority boundaries are clear and enforceable.
A clear Business Commandments document centralizes policies, clarifies who may bind the company, and reduces operational risk. It supports enforceability by documenting intent, consent, and retention consistent with ESIGN (15 U.S.C. ch. 96) and applicable state UETA rules.
Small and mid-sized businesses, corporate legal teams, finance departments, and operations leaders commonly draft or adopt Business Commandments to standardize approvals and accountability.
Well-drafted Commandments reduce disputes, speed routine approvals, and create a defensible record showing who acted and under what authority.
Define the document's subject matter, covered entities, and transaction types so authority boundaries are clear and enforceable.
List roles, limits, and required approvals for financial, contractual, and operational actions to reduce ambiguity and enable automated routing.
Specify permitted signature methods (electronic, digital, notarized) and authentication strength required for different approval levels.
Describe how changes are proposed, approved, and recorded to ensure all parties rely on the current version.
State retention periods, custodianship, and archival format to meet IRS, HIPAA, and other regulatory obligations.
Include governing law, venue, and escalation steps to reduce litigation risk and clarify remedies.
| Field | Configuration |
|---|---|
| Authentication | Email | SMS | KBA |
| Signature Type | Click-to-sign | PKI |
| Routing Order | Sequential | Parallel |
| Retention Settings | PDF export | Audit trail |
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A W-9 should be supplied when requested by a payer; no fixed federal deadline.
Issue recipient and IRS copies by January 31.
Individual tax returns due April 15 (extension to Oct 15 with Form 4868).
FinCEN Form 114 due April 15 with automatic extension to October 15.
Retain for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
Typically sets initial policy direction and may be listed as an authorized signer for high-value transactions; must ensure delegation is documented and that successors are promptly recorded.
Usually responsible for drafting the Commandments, ensuring legal compliance, and overseeing amendments; provides legal sign-off on governing law, dispute resolution, and retention provisions.