Scope
Defines which credentials, licenses, employment history, and background searches are authorized.
A written agreement clarifies consent, reduces liability, and documents the scope and lawful basis for credential checks; it also creates an audit trail acceptable under U.S. e-signature laws such as the ESIGN Act (15 U.S.C. ch. 96) and UETA (1999).
The agreement is completed by HR professionals, hiring managers, credentialing coordinators, and individuals undergoing credential checks.
Use role-based signer order and clear signer instructions so each party understands required approvals and documentation responsibilities.
Defines which credentials, licenses, employment history, and background searches are authorized.
Signed consent granting the employer or vendor permission to collect and verify data.
Lists primary sources (state licensing boards, credentialing databases, former employers).
Explains who may receive results and restrictions on redisclosure.
Specifies how long records are kept and the legal basis for retention.
Specifies signer identity, date, and acceptable eSignature methods and authentication level.
| Field | Configuration |
|---|---|
| Authentication Level | Email + SMS OTP for applicants; KBA or ID check for license verification |
| Field Types | Text, date, license number, checkbox, signature |
| Routing | Sequential: applicant → HR reviewer → credentialing officer |
| Retention Setting | Immutable signed copy plus searchable index for 6+ years |
Choose a platform that supports required authentication, audit trails, and secure storage aligned with regulatory needs.
Ensure the vendor offers a business-associate agreement when handling protected health information and supports export of audit trails for compliance reviews.
Enter as MM/DD/YYYY when obligations commence
Commonly 7–30 days to complete checks
Tie verification to license renewal schedules
Provide required notice timelines per state or employer policy
Retention begins on document creation or final signature
Applicant completes and signs the agreement; triggers verification job
Verify ID and DOB against issued documents or credential databases
Confirm active status with issuing board or credential registry
HR or credentialing officer reviews results and records disposition
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| 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 |