Typography
Approved font families, sizes, line spacing, and hierarchy rules to ensure legibility and branded voice across documents.
A formal Business Tidy Styles package reduces rework, shortens review cycles, and protects brand consistency. It clarifies responsibilities, supports compliance with recordkeeping rules, and improves readability for customers and regulators without imposing new legal obligations.
Several internal roles reference and apply Business Tidy Styles when creating or approving documents.
Approved font families, sizes, line spacing, and hierarchy rules to ensure legibility and branded voice across documents.
Primary and secondary colors with HEX/RGB values and acceptable contrast ratios for accessibility and print variations.
Clear guidance on sizing, clearspace, placement, and unacceptable alterations to protect trademark presentation.
Pre-built document templates for common forms, letters, and contracts with locked fields and editorial notes.
Standardized file name patterns and metadata fields to aid search, archival, and automated processing.
Procedures for drafting, approving, publishing, and archiving templates, including change logs and effective dates.
| Field | Configuration |
|---|---|
| Template Type | Standardized | Controlled access |
| Access Controls | Role-based permissions |
| Versioning | Auto-increment and changelog |
| Approval Flow | Sequential reviewers with sign-off |
Choose delivery and signing methods that match security needs and recipient expectations.
Save templates as PDF/A for archival, DOCX for editing, and HTML for web distribution with consistent rendering and metadata embedded for search.
Include a style reference sheet, a changelog, an approval certificate, and a short implementation guide describing intended use cases and restrictions.
Embed title, version, effective date, owner, and keywords to support automated retention and discovery across systems.
Keep audit logs that record who published and who accessed or exported each template for compliance purposes.
Typically owns visual elements and approves logo, color, and typography changes. Responsible for brand consistency and publishing final templates to the repository after stakeholder sign-off.
Manages practical template metadata, updates version numbers, and coordinates routing for legal review and publication. Controls access and distribution lists for users.
Submit draft 10 business days before desired publish date
Allow 3–5 business days for cross-functional review
Allow 5–10 business days depending on complexity
Approvals completed within 2 business days of legal sign-off
Publish on a scheduled weekly or biweekly cadence
Complete template and lock signature block before notarization.
Use in-person or RON where permitted by state law.
Signers must present ID or complete remote identity proofing.
Arrange required number of witnesses per state rules.
Notary completes acknowledgment and signs the certificate.
Retain notarial journal or audio-video record as required.
Attach notarization certificate to the published template copy.
Confirm recipient jurisdictions accept the chosen notarization method.
| Criteria | Business Tidy Styles | General Contract Template |
|---|---|---|
| Purpose | brand and layout rules | rights and obligations |
| Typical Signers | brand or admin owners | parties to the contract |
| Required Fields | metadata and templates | legal clauses and signatures |
| Retention | archive and version history | legal retention rules |
| 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 env/user/yr | Varies | Varies | Varies |