Identifier
Document title, internal ID, and version number for unique tracking and searchability.
A consistent scan reduces errors, supports legal admissibility, and speeds routing by capturing essential metadata up front. It also documents chain-of-custody and authentication requirements needed for compliance with ESIGN, UETA, HIPAA, and other U.S. rules.
The Document Management Scan is used by teams that intake documents, prepare files for legal or regulatory review, or route records for signature and storage.
The scan helps technical and nontechnical staff follow the same steps so records are complete and auditable before they are archived or signed.
Document title, internal ID, and version number for unique tracking and searchability.
Named parties and contact details so signatories can be matched and authenticated.
List of exhibits, supporting documents, and required certifications to be included.
Notarization, witness, or eID/KBA requirements needed to establish legal effect.
Approval order, recipients, and escalation steps for signature and review.
Retention class, preservation period, and disposal instructions tied to legal rules.
| Field | Configuration |
|---|---|
| Metadata Mapping | Map title, date, and parties to your document management system fields. |
| Authentication | Set signer authentication (email, SMS, KBA, or notary) per document sensitivity. |
| Routing Rules | Define sequential or parallel signing and set escalation thresholds. |
| Archive Action | Auto-save completed PDF and audit trail to designated folder or storage integration. |
Choose a platform that supports required authentication, retention, and integrations before routing scanned records.
24–72 hours for verification depending on volume and identity checks.
Average electronic signing often completes within 24–72 hours.
RON sessions typically scheduled within 1–7 days of request.
Completed documents should be archived within 24–48 hours after signing.
Audit trail and signed copies must be immediately downloadable post completion.
The team standardized intake fields to prevent missing exhibits
Patient consents were scanned with required HIPAA addenda
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |