Certification statement
A concise declaration confirming the person or entity meets the stated qualification criteria, including any limits or scope of the certification so the reader understands exactly what is being certified and why.
A precise Form 23 reduces compliance risk by documenting the basis for qualification and the certifier's authority; it supports audits, supply‑chain checks, and contractual enforcement while improving traceability under ESIGN and UETA frameworks.
Organizations and individuals use Form 23 when a formal declaration of qualification is required for compliance, contracting, or internal governance.
A concise declaration confirming the person or entity meets the stated qualification criteria, including any limits or scope of the certification so the reader understands exactly what is being certified and why.
Full legal name, organizational affiliation, role or license number, and contact information for the person or entity being certified to ensure unambiguous identification and future contact or verification.
A clear description of the criteria met, such as education, licensure, training completion, years of experience, or compliance checks, with references to specific standards or contractual clauses where relevant.
List of supporting documents such as licenses, transcripts, background checks, or certificates that substantiate the qualification; include filenames and timestamps to avoid later disputes about provenance.
Language identifying who is authorized to certify, their title, and business authority; include a statement that the certifier has reviewed the supporting evidence and stands behind the attestation.
Signature block with printed name, title, date, and process metadata such as document ID, unique audit trail reference, and any notarization or witness entries required for legal effect.
| Upload template | Use a saved PDF or DOCX template as the workflow source |
|---|---|
| Assign fields | Map required text, date, and signature fields in the template |
| Signer sequence | Define who signs first, second, and any reviewers |
| Authentication | Select email, SMS, or multifactor authentication |
| Retention policy | Set automated storage and archival rules |
Ensure the chosen platform supports required security controls, retains signed records, and can export the audit evidence for dispute resolution or audit.
Enter MM/DD/YYYY on the form; it determines when obligations begin.
Allow 3–10 business days for verification and sign-off in most organizations.
File with the regulator only when a statute or contract requires it within a specified period.
Retention begins on the effective date or signature date, depending on policy.
Amend the certification promptly if a qualification changes or is rescinded.
Collect identity documents, licenses, and supporting evidence before completing the form.
Confirm credentials and cross-check records or license databases as required.
Authorized individual signs the Form 23 and records metadata and audit trail.
Route the signed form to contract files, compliance systems, and any required regulators.
Optica Ventures required contractor qualification for vendor onboarding and used a standard certification form to record credentials and authorizations
A healthcare provider used a qualification certification to confirm staff credentials and HIPAA training completion
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| 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 |