Document Inventory
A prioritized catalog of records by type, location, format, and retention requirement that directs restoration order and identifies legally sensitive files.
A document-focused DRP reduces legal risk, shortens recovery time, and preserves evidentiary integrity for contracts, tax records, HR files, and regulated health or financial data. It clarifies responsibilities and creates a repeatable process for restoring critical documents after events such as cyber incidents, floods, or office displacement.
Cross-functional ownership is essential: legal and records staff define retention and evidentiary rules while IT and facilities handle backups, restoration, and secure access.
| Field | Configuration |
|---|---|
| Alerting | Email + SMS to Responsible Parties |
| Priority Codes | P1 | P2 | P3 mapped to SLA values |
| Backup Policy | Daily snapshots + immutable retention |
| Verification | Automated checksum and manual spot-check |
Ensure integrations with cloud storage, DMS, and ticketing systems to automate incident response and maintain an auditable chain of custody.
A prioritized catalog of records by type, location, format, and retention requirement that directs restoration order and identifies legally sensitive files.
A concise roster of owners, alternates, external counsel, and service providers with 24/7 contact instructions and escalation paths for decision authority.
Specifications for backup frequency, encryption, geographic separation, and immutable snapshots that meet regulatory and operational RTO/RPO objectives.
Stepwise restoration playbooks including file verification, chain-of-custody, validation checksums, and approval gates before reissuing documents to business units.
A schedule and test scenarios for quarterly or annual restore drills, success criteria, lessons-learned capture, and plan revision triggers.
References to retention laws, industry rules (HIPAA, IRS, SEC), data subject rights, and required notifications that influence recovery and preservation decisions.
Within 1 hour of detection
Within 4 hours to identify P1 documents
Within RTO for each priority class
Within 24 hours of restore
Follow statute-specific deadlines
| 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 free trial | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |