Domain Selection
Record the exact domain string, TLD choice, alternate spellings, and intended use; include character set and IDN considerations to prevent ambiguity and support DNS encoding.
A checklist standardizes data collection, reduces registration and transfer errors, and documents steps for compliance or dispute resolution. It helps teams confirm trademark clearance, WHOIS accuracy, DNS readiness, and renewal settings before publishing a live site.
Small teams and enterprises use the checklist to coordinate legal, IT, and procurement tasks without missing critical items.
The checklist is also useful for external vendors, registrars, and legal counsel to verify responsibility and preserve an audit trail.
Record the exact domain string, TLD choice, alternate spellings, and intended use; include character set and IDN considerations to prevent ambiguity and support DNS encoding.
Document trademark searches and results, trademark owner, classes searched, and counsel recommendations to reduce risk of UDRP claims or later rebranding costs.
Capture registrant, administrative, technical, and billing contact names, postal addresses, emails, and phone numbers; ensure these match government or corporate records to avoid transfer locks.
Note chosen registrar, account credentials location, transfer lock status, auto-renew preference, and two-factor authentication requirements for account security.
List authoritative nameservers, TTL values, DNSSEC status, required A/AAAA/CNAME/MX/TXT records (including SPF, DKIM, DMARC), and SSL certificate plan and issuer.
Include auth/EPP code storage, pending transfer windows, renewal date, grace/ redemption periods, privacy service settings, and estimated recovery costs on expiration.
| Field | Configuration |
|---|---|
| Registrant Name | Required text field, validation rule: non-empty |
| Trademark Clearance | File upload + checkbox for counsel approval |
| Nameserver Entries | Repeating fields with DNS record type selector |
| Renewal Alert | Automated email 30/15/7 days before expiration |
The checklist can be stored, routed, and signed using document platforms that integrate with registrars and cloud storage to reduce manual handoffs.
| 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 trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |