Eligibility
Define minimum age, acceptable license classes, and required clean driving history criteria, including suspension and conviction thresholds that disqualify driving privileges.
A written policy clarifies responsibilities, supports consistent safety practices, and creates documentation employers can use to enforce standards and meet insurer or regulator requirements. It reduces ambiguity about proof of authorization, risk allocation, and post-incident procedures.
The document is completed by HR or fleet teams and signed by authorized managers; drivers acknowledge the policy when hired or when responsibilities change.
Define minimum age, acceptable license classes, and required clean driving history criteria, including suspension and conviction thresholds that disqualify driving privileges.
Specify required documents (valid license, proof of insurance), frequency of motor vehicle record checks, consent forms for background checks, and who performs verifications.
List which vehicles are approved for business use, whether personal vehicles are permitted, mileage reimbursement rules, and vehicle inspection expectations.
Clarify business versus personal use, restrictions on passengers, prohibited behaviors (device use, impairment), and GPS or telematics disclosure if applicable.
Provide immediate actions after an incident, reporting timelines, contact points, evidence collection, and cooperation with investigations and insurers.
Explain progressive discipline for violations, insurance reporting responsibilities, subrogation for at-fault incidents, and consequences for falsifying records.
| Field | Configuration |
|---|---|
| Document Collection | Use required file uploads for license and insurance; set file-type restrictions. |
| Signer Authentication | Require email plus SMS OTP for driver identity verification. |
| Routing Order | Route to HR then fleet manager for sequential approval. |
| Reminders | Automate periodic reminders for expiring licenses and insurance. |
Verify the provider supports HIPAA or industry-specific compliance if you process health or sensitive personal information; ensure encryption in transit and at rest.
A regional delivery fleet formalized vehicle inspections and monthly MVR reviews
A clinic required annual license and insurance verification for clinicians who drive
| 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 credit card | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes (Business Premium+) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |