Executive Summary
Concise overview of purpose, parties, effective date, and a one-paragraph summary of material terms to orient reviewers and decision makers during diligence.
A consolidated Business eCOMPAS Document reduces redundant data entry, clarifies signatory authority, and preserves a durable record for legal and regulatory review. It supports intent, attribution, and retention requirements under ESIGN and UETA while making reviews and audits more efficient.
The Business eCOMPAS Document is used by internal teams and external counterparties during contract negotiations, onboarding, and compliance checks.
The document streamlines cross-functional review and preserves an auditable history for each transaction and decision.
Often the final authority to approve and sign corporate commitments. Confirm that the signatory’s recorded title matches corporate authorizing documents; lacking a corporate resolution or signature authority can delay or void acceptance by counterparties.
Manages sections related to regulatory disclosures, retention schedules, and privacy addenda. Verifies authentication levels and documents consent for electronic records when consumer-facing rules or HIPAA apply.
| Field | Configuration |
|---|---|
| Authentication | Email link | SMS code | KBA as needed |
| Routing Order | Sequential routing for approvals then signatures |
| Notifications | Email reminders and completion alerts enabled |
| Retention Setting | Auto-archive with versioning for audit trails |
The Business eCOMPAS Document supports common file formats and integrates with major enterprise systems to minimize manual steps.
Ensure your eSignature provider supports required integrations, audit-trail export, and downloadable signed PDFs to meet internal records policies and regulator expectations.
Concise overview of purpose, parties, effective date, and a one-paragraph summary of material terms to orient reviewers and decision makers during diligence.
Standardized risk matrix covering regulatory, financial, operational, and reputational exposures, with fields for mitigations and responsible parties.
Structured financial inputs and key ratios presented in consistent tables to support underwriting, audit, or vendor evaluation tasks.
Mapped regulatory obligations, required licenses, and attachments such as certificates, insurance, and HIPAA or FERPA authorizations where applicable.
Clear signature, printed name, title, and date fields with space for corporate resolution references or notarization when required by law or contract.
Placeholders for exhibits, proof of authority, formation documents, and supporting certifications to be uploaded or appended.
Request signatures within 30 days to avoid stale information.
Allow 3–5 business days for legal and compliance checks.
Background or credit checks typically take 5–10 business days.
Schedule remote or in-person notarization within 14 days of signing.
Archive immediately after execution for retention compliance.
Assemble form, exhibits, and required fields prior to circulation.
Legal and compliance sign-off before sending to external parties.
Collect signatures, notarization, and capture audit trail.
Store signed record and metadata under retention policy.
| Criteria | Business eCOMPAS | Standard Assessment |
|---|---|---|
| eSigned Acceptable | ||
| Notarization Required | sometimes | rarely |
| Typical Length | 10–40 pages | 2–10 pages |
| Retention Suggestion | 7+ years | 3 years |
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 |
Optica standardized their intake process and reduced signer confusion by combining forms into one package.
Xerox integrated structured assessments with their ERP to auto-populate fields and reduce manual entry.