Identity Section
Collect full legal name, date of birth, government ID type and number, and contact information to support signer attribution and identity proofing in audits and remote notarization workflows.
A complete Client Access Packet reduces onboarding delays, provides a single legal record of consent and authority, and supports auditability for privacy and access controls under federal and state laws.
Use the packet format to assign roles, record signer identity, and support later audits or dispute resolution.
Collect full legal name, date of birth, government ID type and number, and contact information to support signer attribution and identity proofing in audits and remote notarization workflows.
Describe precisely which systems, data categories, or account actions the client may access or perform, including read/write limits and excluded privileges to avoid overbroad consent.
Include explicit consent for electronic delivery and data sharing; for consumer-facing records, add the ESIGN consumer disclosure when required to document consent to electronic transactions.
List attachments such as government ID copies, proof of address, corporate resolution, or power-of-attorney documents that substantiate authority and reduce verification friction.
Provide an audit-ready signature block capturing signer identity, timestamp, IP or authentication method, and signer role to support admissibility and chain-of-custody.
Specify how access is revoked, notice periods, and any actions required by the organization or client to terminate access and ensure system updates.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or KBA |
| Routing Order | Sequential approvers or parallel reviewers |
| Notifications | Auto reminders at set intervals |
| Retention Rule | Auto-archive signed packet after completion |
Confirm integrations (CRM, ERP, cloud storage) and format before sending to prevent processing delays and preserve audit trails.
Request return within 3–7 business days
Complete within 1–3 business days
Accounts active within 1–5 business days
Archive packet immediately after completion
Escalate unresolved items after 7 days
| 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 (Business Premium) | Yes (plan-dependent) | Yes (plan-dependent) | Yes (plan-dependent) | Yes (limited) |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 env/user/year | Plan limits apply | Plan limits apply | Plan limits apply |
Tim Martin used a packet to move tenant portal provisioning online and reduce in-person steps.
John Butler standardized client access for patient portals and records exchange.