Parties and Authority
Identify signatories, corporate approvers, and any delegated filers with explicit authority to submit filings on behalf of a party.
An Electronic Filing Agreement reduces manual paperwork, clarifies who may file electronically, and documents consent and retention commitments under ESIGN and UETA.
Organizations and individuals who need to authorize electronic submissions, set retention rules, or accept e-delivery commonly complete this agreement.
Use the agreement to document consent, define authentication, and reduce disputes about filing method and record access.
| Field | Configuration |
|---|---|
| Signature Field | Required; capture timestamp and IP address |
| Authentication | Email link by default; SMS OTP for high-risk filings |
| Document Retention | Set PDF/A archival and access controls |
| Notifications | Enable sender/recipient copies and audit report delivery |
Document the required file formats, authentication strength, and audit evidence the recipient requires.
Identify signatories, corporate approvers, and any delegated filers with explicit authority to submit filings on behalf of a party.
List the specific records, forms, and filings covered, including format and recipient endpoints to avoid ambiguity.
Specify methods required for signer identity and when stronger verification (KBA, PKI) is required based on filing risk.
Include ESIGN consumer disclosures when filings affect consumer rights, and document how a party may withdraw consent.
Define retention period, archival format, reproduction rights, and procedures for responding to records requests.
State governing law, jurisdiction, and procedures for handling rejected filings or signature disputes.
| 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 card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Yes |
| 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 | Depends by plan | Depends by plan | Depends by plan |
Tim Martin found online execution replaced in-person trips for closings.
John Butler needed secure, auditable patient consents for remote intake.