Required Data
List every field and acceptable format so preparers provide consistent, machine-validated inputs and reduce downstream corrections.
A clear how-to reduces processing time, prevents common errors, and helps ensure legal enforceability. For U.S. transactions, following consistent procedures supports compliance with ESIGN (15 U.S.C. §7001) and state electronic transaction laws such as UETA.
Teams who manage contracts, HR forms, vendor onboarding, or regulatory filings typically use a Business How-To Guide to standardize intake and approvals.
| Field | Configuration |
|---|---|
| Authentication Level | Email link | SMS code | KBA for higher-risk transactions |
| Signer Order | Sequential or parallel routing based on approval needs |
| Conditional Fields | Show or hide fields based on prior responses |
| Retention Action | Automatic export to records system or secure archive |
Choose delivery channels that match document sensitivity, signer capabilities, and compliance needs.
List every field and acceptable format so preparers provide consistent, machine-validated inputs and reduce downstream corrections.
Define authorized signers, approval order, and delegated signing limits to prevent invalid signatures and unauthorized commitments.
Specify minimum authentication level (email, SMS, KBA, or higher) depending on transaction risk and regulatory requirements.
Describe where to file, which department receives the final copy, and whether external filing (IRS, state agency) is required.
State how long to keep originals and electronic copies, where to archive, and who manages record disposal.
Provide steps to correct or re-execute documents, including whether revocation, re-signing, or notarization is required.
Provide upon request; keep current to avoid backup withholding
Recipient and IRS deadline: January 31 each year
Recipient: January 31; IRS paper Feb 28, electronic Mar 31
Individual tax return due April 15 (extension to Oct 15 with Form 4868)
April 15 with automatic extension to October 15
All fields validated and attachments assembled for sender review
Legal or finance completes review and approves execution
Signatures obtained and certificate of completion recorded
Final PDF and audit trail exported to records system
| 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 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 |