Entity Identity
Legal name, DBA, EIN, and state of formation to ensure exact matches with government records.
A clear Business Index Selection Form reduces retrieval time, decreases filing errors, and supports compliance with recordkeeping rules. Consistent indexing improves auditability and helps downstream teams locate records without rework.
Operations, records managers, legal teams, and filing clerks commonly prepare the Business Index Selection Form before submitting records to corporate registries or government filing systems.
The completed form is circulated to document owners, the records retention team, and any external filing authority as required.
Legal name, DBA, EIN, and state of formation to ensure exact matches with government records.
Primary index key, secondary keys, and classification codes used by the receiving registry or internal system.
State, county, or federal destination that determines notarization, witness, and fee rules.
Date used for indexing and triggering retention or reporting schedules.
Recommended retention period and legal basis for record disposal or archival.
Name, title, and delegation confirming who may approve indexing and submit filings.
| Field | Configuration |
|---|---|
| Required Fields | Mark Legal Name, EIN, Index Key required |
| Signer Roles | Define signer order and authority |
| Authentication | Enable email or SMS authentication |
| Record Storage | Auto-save final PDF to records repository |
Choose a platform that supports the file formats, authentication level, and storage integration your organization requires.
Ensure the solution meets your compliance needs for encryption, audit trails, and retention before routing production filings.
1–5 business days for review
Same-day to several weeks
Dependent on availability; same-day possible
Often same-day if state permits RON
Indexing posted after acceptance
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |