Naming Convention
Defines mailbox prefix, display name, and alias rules so addresses remain consistent and predictable across the organization.
A consistent setup form reduces provisioning errors, speeds new-hire productivity, and documents approval authority for access controls and compliance. It also creates an auditable record for security reviews and post-termination actions.
HR initiates the request, IT performs provisioning, and the hiring manager confirms role-specific access; compliance and security teams use the record for audits.
Clear role separation reduces delays, prevents privilege creep, and ensures each step has an accountable owner for future reviews.
Defines mailbox prefix, display name, and alias rules so addresses remain consistent and predictable across the organization.
Specifies mailbox type, storage quota, forwarding rules, delegation permissions, and whether shared mailbox access is required.
Lists distribution lists, security groups, and team folders required for the role and clarifies temporary versus permanent access.
Records MFA requirements, encryption preferences, data loss prevention policies, and conditional access profiles for the account.
Captures signatures from HR, hiring manager, and IT, plus timestamps for audit trails and dispute resolution.
Includes retention period, mailbox archival instructions, and automatic account deprovisioning triggers on termination.
| Field | Configuration |
|---|---|
| Provisioning Mode | Automatic | Manual approval ticket |
| Authentication | SSO via SAML/SCIM | Local password fallback |
| Mailbox Quota | Default 50GB | Custom per role |
| Retention Policy | Archive on termination | Retain per HR rules |
Confirm supported platforms and integrations before configuring the HR Email Account Setup form.
Submit request at least two business days before start date.
IT completes provisioning within one to three business days.
Require MFA setup within 24 hours of account activation.
Manager reviews and confirms access within 30 days.
Disable account within 24 hours of termination notice.
| 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 trial | 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 |