Document List
List each required document by type and filename convention; include minimum image resolution, accepted file formats, page orientation, and any mandatory attachments so intake staff can validate completeness before submission.
Business Scan Assist standardizes document capture and metadata collection to reduce rejection, speed review, and support lawful electronic processing under ESIGN and UETA. Consistent inputs improve auditability, reduce manual rework, and simplify integration with e-signature and records systems.
Built for records managers, legal administrators, and operations teams responsible for document intake, scanning, and compliance workflows.
Using a standardized Business Scan Assist reduces processing time and improves downstream e-signature readiness for audit and retention workflows.
List each required document by type and filename convention; include minimum image resolution, accepted file formats, page orientation, and any mandatory attachments so intake staff can validate completeness before submission.
Specify resolution (e.g., 300 dpi for text), color mode, and contrast guidelines; flag blurred or skewed pages and require rescans when OCR accuracy falls below acceptable thresholds.
Capture standardized metadata: document type, effective date, parties, tax IDs, signer names, document owner, retention period, and keywords to enable search, indexing, and record linkage across systems.
Record signer identity method (ID check, multi-factor authentication, KBA), include copies of government ID when required, note notarization or remote online notarization status, and retain evidence of consent.
Define approval order, required signers, escalation paths, and expected SLA for each step; include contact points for exceptions and instructions for pausing or canceling the submission.
Specify retention period, export formats (PDF/A, searchable PDF), redaction requirements, and archival destinations; include procedures for transferring records to long-term storage, legal holds, and indexing policies.
| Field | Configuration |
|---|---|
| Signer authentication method and strength | Email link, SMS code, or KBA options |
| Conditional field visibility per document type | Show fields only when specific document type selected |
| Automatic routing and approval order | Specify signer sequence and escalation contacts |
| File naming and storage location | Apply naming template and choose archive folder |
| Audit trail retention and export settings | Set retention length and enable signed PDF export |
Confirm platform supports required authentication, PDF/A export, and secure storage before routing for signatures or long-term archiving.
Rescan or correct images within 24–48 hours of intake.
Obtain signatures within 7–14 days depending on SLA.
Retain documents to meet IRS recordkeeping and 1099 reporting timelines.
Keep I-9 forms 3 years after hire or 1 year after termination.
Ensure audit copies and metadata exportable within 48 hours when requested.
Optica Ventures used Business Scan Assist to standardize vendor onboarding and reduce incomplete packets across teams.
Fertility Centers of Illinois integrated Business Scan Assist into patient intake and consent workflows to centralize records and attachments.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |