Document Header
Title, version number, and creation date placed prominently so reviewers immediately identify the document and its executed version.
Providing a clear public copy reduces ambiguity about agreed terms, supports regulatory compliance, and creates an auditable record for disputes or inspections. A maintained public copy simplifies third‑party review while protecting editable working files from unintended disclosure.
Multiple professionals handle public copies depending on document type and industry; recipients vary from regulators to customers.
Preparing a consistent public copy reduces follow‑up requests and helps ensure every requester sees the same executed record.
Title, version number, and creation date placed prominently so reviewers immediately identify the document and its executed version.
Full signer names, printed names, signature images or cryptographic markers, and signature dates to show exactly who executed the agreement and when.
A version or revision identifier and a statement noting that this is the public copy of the executed document to prevent confusion with drafts.
A concise record of signing events, timestamps, and IP or certificate metadata attached or packaged with the public copy for verification.
Where confidential content is removed, show a standardized redaction marker and summary so readers know material was intentionally withheld.
A list of recipients, delivery method, and date of distribution to document how and when the public copy was released.
| Field | Configuration |
|---|---|
| Access Level | Public view | read only |
| Retention Policy | Auto‑retain 7 years | exportable |
| Redaction Rules | Auto‑mask account numbers | manual review |
| Signature Method | Electronic signature | audit trail included |
Ensure the platform supports secure export, audit trails, and commonly used file formats before publishing a public copy.
Confirm the platform preserves signature evidence, supports redaction workflows, and records distribution metadata so the public copy remains verifiable during audits.
Provide public copy within the timeframe specified by requester, typically 7–30 days.
File public copies according to agency deadlines for specific filings.
Retention begins on execution date unless statute specifies otherwise.
Address obvious errors within 30 days to avoid dispute escalation.
Ensure auditor access is provisioned in advance with a record of delivery.
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |