Header fields
Includes sender and recipient addresses, names, subject line, date/time sent, message ID, and forwarding history; capture these consistently to support search, deduplication, and legal review.
Using an Email Scan Template reduces variability when converting emails into formal records. It improves metadata accuracy, preserves evidentiary context for audits and litigation, and creates a repeatable capture process that supports consistent indexing, retention, and secure access across teams.
Primary users include legal, compliance, records managers, and administrative staff responsible for recordkeeping and audits.
The template scales from single-case needs to enterprise archiving workflows to maintain consistent record quality standards.
Includes sender and recipient addresses, names, subject line, date/time sent, message ID, and forwarding history; capture these consistently to support search, deduplication, and legal review.
List filenames, sizes, content types, and checksum values; note whether attachments were embedded, linked, or quarantined and include extraction status for downstream processing and chain-of-custody records.
Use controlled vocabularies for categories, tags, and case IDs; align with enterprise taxonomy to enable automated routing, access control decisions, and consistent reporting across systems.
Record whether OCR was applied, the confidence score, and extracted text snippets; store OCR results alongside originals to preserve evidentiary fidelity and support full-text search.
Document any applied redactions, the reason for redaction, redactor identity, and a reversible redaction log where required for legal or privacy audits.
Apply retention labels tied to legal, tax, or HIPAA requirements; include trigger dates and disposition actions to automate archival or deletion workflows.
| Field name and workflow configuration header | Configuration details and default values |
|---|---|
| Auto-extract metadata setting | Enable; maps headers to metadata fields automatically |
| OCR confidence threshold value | Set at 85% to flag low-confidence text for review |
| Signer authentication method | Email link by default; optional SMS or KBA |
| Retention label mapping | Map case types to retention policy codes automatically |
Email Scan Template integrates with document management, archives, and eSignature providers; verify connectivity, authentication, and supported formats before deployment.
Scan within 3 business days of receipt.
Complete metadata review within 5 business days.
Send signature requests within 7 calendar days.
Assign retention tag at time of archiving.
Keep audit trail available for at least 3 years.
| 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 | Yes — 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |