Entity Details
Legal name, EIN, state of formation, and primary business address recorded exactly as on official filings.
A concise, well-structured Business Garrison Document reduces ambiguity about authority, creates an auditable record of approvals, and helps meet legal and operational compliance requirements across departments and jurisdictions.
Use the document where a single source of truth for authority and routing reduces operational delays and supports downstream audits.
Legal name, EIN, state of formation, and primary business address recorded exactly as on official filings.
Clear description of actions covered (contracts, payments, filings) and any monetary or term limits on authority.
Named individuals with titles, signature blocks, and delegation conditions or expiration dates.
Start and end dates for delegated authority, renewal provisions, and triggering events that end authority early.
Required routing order, backup signers, required supporting documents, and record retention instructions.
Space for attachments (resolutions, board minutes) and reference to the audit trail or notarization where required.
| Field | Configuration |
|---|---|
| Signer Roles | Define role names and required fields per role to control visibility and signing order. |
| Conditional Fields | Show or hide fields based on selections (e.g., checkboxes that reveal signature blocks). |
| Authentication | Choose email, SMS code, or KBA for signer verification depending on risk level. |
| Reminders | Set automatic reminders and expiration windows to keep routing moving. |
Choose integration points that match your systems of record so completed documents and audit trails flow to legal, finance, and archival repositories automatically.
3–5 business days for legal and finance review
7–14 calendar days depending on urgency
Varies by state; expedite options often available
Retention period begins on execution date
Signed copy and audit trail available immediately after execution
Draft and attach supporting resolutions and exhibits.
Legal and finance confirm authority and limits.
Signers complete signatures and any notarization steps.
Store executed document and audit trail in records system.
| Criteria | Business Garrison | Corporate Resolution |
|---|---|---|
| Primary Purpose | operational authority | board action record |
| Typical Signers | business managers | board members |
| Attachments | poas, vendor terms | minutes, resolutions |
| Use Case | day-to-day delegations | formal governance approvals |
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica standardized their approval template to avoid signature delays and duplicate forms.
A property management firm moved approvals online to close deals more quickly.