Document Identity
Title, original date, document type, file or case number, and page count so the converted file can be matched to the source record.
A formal conversion form reduces ambiguity about scope, format, and authentication steps, supports evidence preservation and audit trails, and helps teams meet statutory retention and admissibility standards such as ESIGN and UETA requirements across jurisdictions.
Teams that manage document lifecycles use this form to standardize conversion: internal legal, records management, and operations.
The form creates a single record that IT, legal, and records personnel can rely on for execution, review, and long-term storage.
A records manager authorizes conversion, specifies output formats and retention, and confirms required redactions. They coordinate notary or witness steps when originals require authentication and maintain the conversion log for audits and legal holds.
An authorized signer (general counsel, department head, or named designee) certifies that the converted copy is a true and accurate representation of the original and approves delivery, filing, or archival disposition in accordance with internal policies and external statutes.
Title, original date, document type, file or case number, and page count so the converted file can be matched to the source record.
Full legal names and contact details for all parties, including roles (grantor, grantee, obligor) used for attribution and chain-of-custody.
Requested output format, OCR requirements, redaction instructions, and whether metadata extraction or index fields are needed.
Specify whether notarization, witness verification, or Remote Online Notarization (RON) is required and the expected identity-proofing method.
Retention period, intended repository (records management, cloud archive), and whether a certified copy should be delivered to a regulator or court.
Fields to capture processor name, timestamps, hash or checksum values, and any tamper-evidence measures for future verification.
| Field | Configuration |
|---|---|
| Signer Order | Define sequential or parallel signing |
| Authentication | Email link, SMS code, KBA, or advanced verification |
| Storage Location | Specify cloud folder or records repository |
| Retention Flag | Attach retention schedule and legal basis |
Ensure the chosen platform supports required formats, identity verification, and audit-trail exports.
3–10 business days for OCR and quality review
24–72 hours with added fee
Depends on notary availability, often 24–72 hours
Allow extra time for certified copies
Batch exports scheduled monthly or per-request
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
The team moved lease and closing documents online to speed closings and reduce in-person signings.
Clinical intake and consent forms were converted to searchable PDFs with metadata indexing.