Document Set
Primary agreement and all related exhibits, attachments, and worksheets bundled together so recipients receive a complete file package in one send operation.
A unified E-PACK reduces repetition, lowers processing time, and centralizes signatures and attachments into one managed record, improving operational control and recordkeeping.
Businesses of all sizes prepare E-PACKs when multiple documents must move together—sales contracts with exhibits, vendor onboarding packets, or HR new-hire bundles.
Packets are completed by administrative, legal, HR, or sales teams and signed by authorized representatives, clients, or third-party reviewers depending on the packet contents.
Primary agreement and all related exhibits, attachments, and worksheets bundled together so recipients receive a complete file package in one send operation.
Reusable form fields (names, dates, amounts, addresses) with validation rules and conditional visibility to prevent incomplete submissions and reduce manual corrections.
Clearly labeled signatory fields including role description, date fields, and countersignature requirements to ensure proper legal execution order.
Signer authentication options (email, SMS code, KBA, or higher-assurance methods) selected according to document sensitivity and compliance needs.
Automatic capture of timestamps, IP addresses, and event logs for every signing step to support enforceability and dispute response.
Embedded indexing fields and retention tags that guide storage location and legal hold application for the packet after execution.
| Field | Configuration |
|---|---|
| Signing Order | Sequential, parallel, or hybrid routing |
| Authentication | Email link, SMS code, or KBA |
| Expiration | Auto-expire links after X days |
| Reminders | Automated reminder cadence and frequency |
Verify platform compatibility, file formats, and available integrations before assembling an E-PACK to avoid conversion or access issues.
| 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 |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
Due Jan 31 each year
Recipient and IRS due Jan 31
Paper to IRS due Feb 28; electronic due Mar 31
Form 1040 due Apr 15 (Oct 15 with extension)
FinCEN 114 due Apr 15 with automatic Oct 15 extension
Optica consolidated investor and subscription agreements into a single packet to reduce turnaround.
A real estate operator digitized lease, disclosure, and amendment forms into one E-PACK.