Device Scope
Define which devices are covered (make/model/OS or BYOD) and whether the device is company- or personally owned.
A Device Usage Addendum reduces ambiguity about who may use which devices and how signatures created on them will be treated, supports regulatory compliance, and limits operational risk by documenting authentication and retention practices.
Final approval often requires sign-off from legal, security, and the designated operational owner before the addendum is executed.
Define which devices are covered (make/model/OS or BYOD) and whether the device is company- or personally owned.
Specify required signer authentication (email link, SMS code, KBA, multi-factor, biometric or certificate-based) and acceptable strengths.
List approved apps and versions for signature capture and document handling; disallow unsupported or jailbroken software.
Mandate encryption, device passcodes, remote-wipe capability, and automatic updates to reduce compromise risk.
State whether electronic signatures meet ESIGN/UETA criteria, and when additional measures (notary, RON, PKI) are required.
Describe notification timelines, escrow of signed records, and remediation steps if a device is lost or compromised.
| Field | Configuration |
|---|---|
| Device ID field | Mandatory text field with validation |
| Authentication step | Require MFA or SMS OTP |
| Signature field | Visible signature plus audit trail |
| Retention rule | Automatic archive with access controls |
Confirm the chosen e-sign platform can export signed PDFs with tamper-evident audit trails and supports the integrations required by your systems.
Device must be registered within 7 business days of issuance
Signers should complete within 5 business days of request
Report lost/stolen devices within 24 hours
Archive retrieval request fulfilled within 3 business days
Review the addendum annually or on major platform changes
Brian Fitzgibbons used a concise device clause to standardize mobile signing across broker workflows
Kodi-Marie Evans documented device approval and integration with NetSuite to ensure signatures matched account records
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Plan | Yes, 30-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 |