Custom layout
Design multi-section pages with grouped fields and clear headings so signers complete related data in a single view and reduce entry errors.
Custom Business Screens reduce manual data entry, standardize signer interactions, and improve traceability. They help ensure legal disclosures are presented consistently, speed completion, and make records easier to retain or audit under common regulatory frameworks.
Roles across operations, legal, and IT commonly design and maintain Custom Business Screens to match internal controls and compliance needs.
Implementation typically requires collaboration across these groups to balance usability, legal adequacy, and IT security controls.
Design multi-section pages with grouped fields and clear headings so signers complete related data in a single view and reduce entry errors.
Include text, date, numeric, checkbox, dropdowns, file upload and signature fields to capture necessary information and attachments.
Show or hide fields based on prior answers to reduce clutter and ensure only relevant questions are asked of each signer.
Assign fields and edit permissions by role so reviewers, approvers, and signers see only the elements relevant to their task.
Use required fields, format checks, and calculated fields to prevent invalid entries and support downstream processing.
Capture timestamps, IP addresses, and action history for each signer to support legal admissibility and compliance audits.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or KBA |
| ConditionalLogic | Show/hide fields by response |
| DataRetention | Set retention period per record |
| Notifications | Email alerts on signer completion |
Confirm the integrations, file formats, and authentication methods required by your existing systems before deployment.
Plan for API access or native connectors during testing to ensure completed screens flow into CRMs, ERPs, and document stores without manual steps.
Allow 3–5 business days for legal or compliance review.
Request signatures within 7–14 days to reduce follow-ups.
Send reminders at 3 and 7 days post-delivery.
Retention usually begins on the signed effective date.
Limit edits post-signature; use amendment workflow if 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica standardized screens for investor and client onboarding to reduce back-and-forth on required fields.
The center deployed patient intake screens with required consents and document upload.