File Inventory
List filenames, formats, and version numbers for each CAD file or related asset being released, including any linked libraries.
A written release establishes who may use, modify, or distribute CAD files, reduces downstream rework and IP disputes, and creates a verifiable record of transfer or license. Electronic workflows that capture signer identity, timestamps, and version lists improve traceability and compliance.
In many organizations the document is prepared by engineering or project management and countersigned by legal and the receiving party to ensure alignment on rights and responsibilities.
List filenames, formats, and version numbers for each CAD file or related asset being released, including any linked libraries.
Specify permitted uses (manufacturing, modification, resale), geographic limits, and any prohibitions like sublicensing or public posting.
State whether the release transfers ownership, grants a license, or imposes a limited-use covenant; include retention of background IP if applicable.
Record the formats provided (e.g., .DWG, .STEP, .IGES), any conversion steps performed, and accepted tolerances or fidelity notes.
Include representations on originality, absence of third-party claims, and any export-control or regulatory restrictions.
Provide signatory blocks with printed name, title, company, signature, and effective date for all parties involved.
| Field | Configuration |
|---|---|
| File List Field | Use a multiline text field or embedded checklist to capture each filename and version. |
| Signature Fields | Add role-based signature blocks for releasor, releasee, and legal approver. |
| Authentication | Require email + SMS code or stronger signer authentication for high-risk transfers. |
| Audit Trail | Enable automatic capture of IP, timestamp, and each action for evidentiary purposes. |
Verify platform compatibility with your CAD toolchain and document management system to prevent format or metadata loss during handoff.
Brian’s team standardized file inventories to reduce confusion across vendors
John’s organization used electronic releases to centralize design approvals
Commonly 2–5 business days depending on engineering workload
1–7 business days based on complexity
Often 24–72 hours via eSignature
Immediate to same-day for in-person; session-based for RON
Store signed copy and source files immediately after execution
Prepare file list and initial license terms for review.
Engineering and legal confirm readiness to release files.
Receive signatures and any notarization or attestation required.
Store signed release with versioned CAD files and distribute copies as needed.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |