Scope
Defines targeted roles, geographies, candidate segments, channels, and exclusions so both parties agree on what the campaign will and will not cover.
An annex centralizes campaign-specific details—scope, data handling, timelines, and responsibilities—so that the core contract remains stable while operational terms can be updated or audited separately for compliance and clarity.
Final signatories should match authority lines in the main contract to ensure the annex is enforceable under the governing agreement.
The HR Lead has operational responsibility for the campaign and ensures the annex aligns with talent acquisition policies, privacy notices, and internal approvals; they supply recipient criteria and access rules.
A senior vendor representative (procurement or account lead) accepts campaign deliverables, confirms technical capabilities, and agrees to data processing constraints; they legally bind the vendor to the annex terms.
Defines targeted roles, geographies, candidate segments, channels, and exclusions so both parties agree on what the campaign will and will not cover.
Specifies what personal data is collected, permitted processing activities, anonymization steps, and any special safeguards required by law or policy.
Includes the exact language for recipient consent, opt-out mechanics, and consumer disclosures required by ESIGN for electronic communications when applicable.
Lists KPIs, reporting cadence, data exports, and acceptance criteria so deliverables can be objectively verified during the campaign.
Identifies encryption, access roles, audit logging, and breach notification procedures to meet contractual and regulatory obligations.
Explains how to suspend or amend campaign rules, transition data, and resolve disputes without altering the primary agreement.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel |
| Authentication Method | Email, SMS code, or advanced auth |
| Required Fields | Signature, date, initials |
| Notifications | Auto-reminders and receipts |
Ensure the chosen platform supports audit trails, retention exports, and any industry compliance (for example HIPAA BAA) required by the annex or parent agreement.
Annex effective date when signed by parties
Planned launch date for outreach
Recurring delivery of campaign KPIs
Date to delete or anonymize candidate data
Period for changes before next campaign run
Optica integrated an annex to centralize outreach terms and reduce ambiguity in vendor work
Tech Data documented campaign deliverables in an annex linked to master services agreements
| 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 required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |