Scope of Authority
Specify the exact filings, courts, agencies, docket numbers, or tax forms the agent may submit.
Using a formal authorization reduces disputes about agency, establishes consent for electronic records under ESIGN and UETA, and documents retention and authentication choices in advance.
Organizations and individuals use this form when a third party will file court, agency, or tax documents electronically on their behalf.
The form should be tailored to the filing type and include signer authentication, deadlines, and any notary or witness instructions required by the receiving authority.
Specify the exact filings, courts, agencies, docket numbers, or tax forms the agent may submit.
List names, business entities, and contact details for persons or vendors granted e-filing rights.
State start and end dates or an event-based termination condition for the authorization.
Note required signer authentication: email link, SMS code, KBA, or RON notarization if applicable.
Designate who retains the master copy, how long records are kept, and the format (PDF, DOCX).
Explain how to revoke the authorization, typical notice periods, and delivery method for revocation.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; add KBA for higher assurance |
| Notarization | Enable RON session or instruct for in-person notary |
| Audit Trail | Capture IP, timestamp, and signer actions |
| Retention | Set automatic export to PDF/A and secure storage |
Confirm platform capabilities for authentication, retention, and integrations before authorizing efiling.
Ensure the chosen platform integrates with your case management and preserves an unalterable audit trail for later verification.
Obtain authorization prior to the earliest e-file submission attempt.
Allow time for RON session scheduling or mobile notary travel.
Match the authorization period to statutory filing windows or court-imposed deadlines.
Specify effective time for revocation to avoid filings made in the notice gap.
Archive executed form at time of filing for audit and dispute resolution.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |