Articles / Certificate
State-filed document establishing the entity, stating name, address, and registered agent; forms and required statements vary by state and entity type.
Complete and consistent opening documents prevent formation disputes, reduce tax and banking delays, and create a clear ownership and authority trail for the business.
Typical preparers include founders, corporate secretaries, in-house legal or finance teams, and outside counsel or formation services.
Signers normally include authorized officers, LLC members or managers, registered agents, and any initial investors or trustees who must accept formation terms.
| Field | Configuration |
|---|---|
| Signer Authentication | Email plus optional SMS code |
| Signature Order | Sequential or parallel signer routing |
| Template Use | Save recurring documents as reusable templates |
| Notifications | Automatic reminders and completion notices |
Check supported file formats, integrations, and authentication options before digitizing documents.
Submit Articles as soon as name and entity structure are finalized.
Apply to the IRS immediately after formation to enable banking and payroll setup.
Apply to city/county as required; processing varies by jurisdiction.
Banks often require filed formation documents and an EIN to open accounts.
Provide W-9 or other tax forms to vendors upon request.
State-filed document establishing the entity, stating name, address, and registered agent; forms and required statements vary by state and entity type.
Sets member management, capital contributions, profit allocation, and transfer restrictions; essential for LLCs to demonstrate internal governance.
Corporate bylaws and initial board minutes document officer appointments, share issuance, and authorized signers for bank accounts.
IRS EIN assignment letter or confirmation; required by banks and for payroll and tax reporting.
Formalizes who can open accounts, sign checks, and authorize wire transfers; banks almost always require a signed resolution.
Local, state, and federal licenses needed for regulated activities; attach copies to onboarding packets when required.
The team used a single digital packet to collect signatures from all founders quickly and securely.
A property firm executed formation and bank resolutions while mobile on site.
| 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 |
| HIPAA Compliant | Yes | Yes | Yes | No | No |