Project Details
Include project name, client, project number, location, primary contact details, project scope summary, and any contract or purchase order numbers to link the CAD submission to procurement and invoicing records.
A complete CAD Application helps reviewers verify technical accuracy, manage version control, and protect IP. Accurate submissions reduce review cycles and rework, ensure compliance with export and confidentiality rules, and support electronic signing and auditable records accepted under ESIGN and UETA.
Typical users and signers include project engineers, architects, manufacturers, procurement teams, and compliance officers who review CAD submissions.
Understanding which role signs which section prevents delays and ensures the application meets organizational and regulatory requirements.
Include project name, client, project number, location, primary contact details, project scope summary, and any contract or purchase order numbers to link the CAD submission to procurement and invoicing records.
List all attached file types (DWG, DXF, STEP, IGES, PDF), include native application version, and note any required export settings or layered PDF exports to preserve drawing fidelity.
Specify ownership, license grants, third-party component attribution, and any open-source notices; attach signed IP assignment or license agreements where the work transfers or requires specific usage rights.
Declare export control classification, EAR/ITAR applicability, restricted jurisdictions, and any required compliance contacts; inaccurate declarations can lead to legal penalties for restricted technology transfers.
Provide a clear change log with revision numbers, dates (MM/DD/YYYY), author initials, and brief descriptions so reviewers can quickly identify what changed between submitted versions.
Define pass/fail criteria, tolerance levels, required tests, and who signs off; include deliverables checklist and any required staged approvals before production release.
| Field | Configuration |
|---|---|
| Authentication | Email link with optional SMS code or KBA for higher assurance |
| Reviewer Assignment | Role-based assignment, sequential or parallel routing |
| Bulk Send | Available for batch submissions to multiple recipients |
| Archive Location | Secure cloud folder with versioning and export to PDF/A |
Digital signing and distribution require compatible formats, authentication choices, and platform integrations to support CAD file handling and audit trails.
| 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 | Yes, 7-day 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 |
Optica centralized CAD submissions to reduce back-and-forth with external reviewers and standardize version control.
A property developer used CAD Applications to collect as-built drawings and sign-offs from contractors.
No statutory deadline; submit per contract schedule.
7–14 business days typical for technical review
Respond within 5 business days to reviewer comments
Approval often within 2–4 weeks depending on complexity
Start retention on effective date or final approval date