Cover Sheet
Title, case ID, preparer contact, and brief description for reviewer orientation and indexing.
Accurate exhibits reduce dispute resolution time, lower the risk of incorrect decisions, and preserve evidence for accounting, tax, or legal follow-up. Well-structured documents make it easier for reviewers to verify shipment, condition, and authenticity details without repeated information requests.
Ensuring each role knows required fields and retention rules reduces case rework and regulatory exposure.
| Field | Configuration |
|---|---|
| Signature method | Account sign or e-sign with audit trail |
| Authentication | Email verification or SMS code for preparer |
| Storage format | PDF/A for long-term preservation |
| Integrations | Connect to CRM, accounting, or cloud storage |
Using supported formats and integrations reduces upload errors and preserves metadata for audits or appeals.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies by plan | Varies by plan | Varies by plan |
Title, case ID, preparer contact, and brief description for reviewer orientation and indexing.
Invoice or order confirmation showing buyer, items, prices, and payment method for transaction verification.
Carrier tracking, shipping label, and delivery confirmation demonstrating shipment and delivery timeline.
High-resolution photos showing condition, serial numbers, or distinguishing marks for authentication.
Chronological message excerpts between buyer and seller with dates and participant names.
Preparer signature or signed statement confirming accuracy and completeness of the exhibit package.
The team standardized exhibit templates for online orders to cut review time.
Corporate operations integrated signed exhibits with order workflows for compliance.
| Criteria | Electronic signature | Digital signature |
|---|---|---|
| Definition | any electronic sound/symbol/process | pki-based cryptographic signature |
| Legal acceptance | valid under esign/ueta | valid and provides stronger non-repudiation |
| Typical use | general contracts, exhibits | regulated records, high-risk filings |
| Non-repudiation level | audit trail based | certificate authority backed |
Within 1–3 business days of receiving a claim
Most portals review exhibits within 5–10 business days
Prepare to submit additional evidence within 10–30 days as allowed
Retain transaction records for 3 years (IRC §6501(a))
Avoid deleting originals during disputes; retain until case closure
Assemble invoices, photos, and tracking in one package.
Add preparer attestation or e-signature with audit trail.
Upload combined PDF to the marketplace case.
Store in secure repository for required retention period.