Data Inventory
List data domains, data types, and systems of record with concise scope to support discovery and classification during audits and impact assessments.
Using a single, repeatable TDG template reduces compliance risk, clarifies responsibilities, and supports audits. It helps teams meet legal and industry retention rules, enforce security controls, and produce consistent records for internal reviews and external regulators.
Use the template as a shared, auditable record that bridges technical controls and legal obligations across departments.
The Chief Data Officer or equivalent approves governance policies and verifies that stewardship assignments align with organizational strategy. Their signature confirms executive awareness and allocation of responsibilities.
Assigned data stewards sign to accept operational responsibilities including access requests, classifications, and periodic reviews. Their signature documents accountability for day-to-day governance tasks.
List data domains, data types, and systems of record with concise scope to support discovery and classification during audits and impact assessments.
Define owners, stewards, custodians, and approvers with contact info and explicit duties for access, classification, and incident response.
Specify authentication, least-privilege policies, encryption requirements, and approved methods for remote or privileged access.
Map record categories to retention periods, legal bases, and disposal triggers to reduce legal exposure and meet regulator rules.
Describe required logging, change history, and evidence of approvals and signatures to support forensic and compliance reviews.
State notification timelines, responsible parties, and regulatory reporting obligations for data breaches and suspected noncompliance.
| Field | Configuration |
|---|---|
| Authentication | Email or SMS code; consider KBA for higher assurance |
| Routing Order | Sequential or parallel signer order per approval needs |
| Conditional Fields | Show fields only when certain answers require them |
| Retention Flag | Mark record for archival and retention schedule enforcement |
Confirm the platform supports your audit, retention, and access controls before executing legally sensitive TDG records.
Provide W-9 when requested; no fixed filing deadline
Employee copies due by January 31
Recipient and IRS due by January 31
Recipient due Jan 31; IRS paper Feb 28 or electronic Mar 31
Form 1040 due April 15 (extension to Oct 15 with Form 4868)
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |