Articles
Articles of Incorporation or Organization establish the entity with the state, including name, registered agent, and purpose; they are the primary public filing.
Accurate, complete corporate forms create legal standing, protect limited liability, and document governance and ownership. Properly completed forms reduce the risk of administrative rejection, tax problems, and internal disputes, and they make it easier to open bank accounts, obtain credit, and comply with state filing requirements.
Common preparers and signers include company founders, corporate officers, corporate secretaries, in-house legal teams, and external counsel.
Understanding roles helps ensure the right person signs and that filing and compliance steps happen on time.
An officer (CEO, President, Secretary) signs to bind the corporation. Their signature must match the role shown in corporate records and may require a corporate resolution authorizing the specific filing or transaction.
The registered agent accepts service of process and filings on behalf of the company. Listing the agent correctly is required by most state Secretary of State offices and errors can lead to administrative penalties or missed notices.
| Field | Configuration | Required | Optional | Conditional |
|---|---|
| Templates | Create reusable templates for articles, bylaws, and resolutions |
| Conditional fields | Show or hide fields based on entity type |
| Signer authentication | Email, SMS code, or stronger verification |
| Audit trail | Capture IP, timestamp, and signer actions |
Use platforms that support standard formats, secure transport, and documented audit trails for corporate filings.
File articles when the entity is formed; processing times vary by state
Obtain EIN before opening bank accounts or hiring employees
File required annual or biennial reports per state schedule
Record initial minutes within the first board meeting
Retain executed documents according to recordkeeping rules
State office accepts or returns for correction
Secretary of State reviews and assigns filing number
State issues stamped or certified copy where applicable
Deliver certified documents to bank, tax preparer, and corporate records
Articles of Incorporation or Organization establish the entity with the state, including name, registered agent, and purpose; they are the primary public filing.
Internal rules governing management, voting, and officer duties; essential for resolving disputes and demonstrating governance to banks and investors.
Board or member resolutions authorize specific actions such as opening accounts, approving contracts, or delegating signing authority.
Designates the agent for service of process and official notices; must include agent name and address as required by state law.
State-specific filing that updates contact, officer, or ownership information; many states assess fees and late penalties.
Specifies who may sign on behalf of the entity and often requires an officer's signature and date to be valid.
| Document Type | Purpose | Typical Filing Requirement |
|---|---|---|
| Articles of Formation | create entity | file with secretary of state |
| Bylaws / Operating Agreement | govern internal operations | internal record, not usually filed |
| Resolutions | authorize actions | keep in corporate minutes |
| Annual Report | update public record | file per state schedule |
| 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 promotion | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Varies by plan | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |