Authentication
Define acceptable methods (email, SMS, knowledge-based, ID analysis) and which transaction types require elevated checks or multi-factor authentication.
A formal protocol ensures consistent application of intent, consent, attribution, and retention requirements for enforceable e-signatures under ESIGN and UETA. It documents accepted authentication options, audit-trail requirements, and when notarization or witnesses are required.
Client E-Signature Protocols are used by operational, legal, and client-facing teams to standardize signing workflows across departments.
Adoption by these roles reduces rework, minimizes regulatory risk, and provides a single source of truth for dispute resolution and audits.
| Field | Configuration |
|---|---|
| Authentication method | Email link, SMS code, or identity verification |
| Field validation | Required fields, format masking, and conditional logic |
| Bulk sending | Use bulk send for repeated identical documents |
| Retention settings | Automate export to secure storage and audit logging |
Choose platforms that support required authentication, audit trails, secure storage, and integrations with core systems.
Integrations with Salesforce, Microsoft 365, NetSuite, Google Workspace, Box, and Procore reduce manual steps and preserve metadata across platforms.
Define acceptable methods (email, SMS, knowledge-based, ID analysis) and which transaction types require elevated checks or multi-factor authentication.
Specify required fields, formats, conditional logic, and behavior for missing or invalid entries to avoid execution defects.
Require detailed logs including timestamps, IP addresses, actions taken, and evidence of signer consent for each signature event.
State retention periods, archival locations, and export formats to meet IRS, HIPAA, SEC, or other regulatory obligations.
Document when in-person notary or remote online notarization (RON) is required and the procedural steps to obtain it.
Describe manual fallback processes for authentication failures, signer disputes, document rescission, or technical outages.
No fixed federal deadline — provide upon payer request.
Employee copies due by January 31 each year.
Provide recipient and IRS copies by January 31.
Form 1040 due April 15 (extension to Oct 15 with Form 4868).
Due April 15 with automatic extension to October 15.
| 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 | No | No | Yes, limited | Yes, limited |
| 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 |