Document List
A numbered inventory of the primary form and all exhibits or attachments, including page counts and where each exhibit should be stapled or bookmarked.
Clear Legal Filing Instructions reduce errors, speed processing, and preserve enforceability. They make signatory responsibilities and submission steps explicit, which lowers the chance of rejection or procedural delay.
Tailor the instructions to the recipient’s role—drafter, signer, notary, or filing clerk—to make responsibilities clear and reduce follow-up queries.
A numbered inventory of the primary form and all exhibits or attachments, including page counts and where each exhibit should be stapled or bookmarked.
Clear order of signatures, initials, and dates; indicate whether signatures must be notarized or witnessed and whether originals or countersigned copies are required.
Specify notarization, remote online notarization, or witness requirements and any proof-of-identity methods required for signers.
Indicate whether filing will be electronic docketing, mail, hand-delivery to clerk’s office, or overnight courier and provide exact addresses or portal names.
List statutory or court-imposed deadlines, filing windows, and any expedited processing options with corresponding timelines.
Provide responsible contact names, phone numbers, and email addresses for pre-filing checks, service confirmation, and post-filing follow-up.
| Field | Configuration | Field name | Required/optional; format validation |
|---|---|
| Signers and Order | Define signer emails and sequential or parallel routing |
| Authentication | Set email, SMS code, or KBA as required |
| Attachments | Allow PDF uploads and specify accepted file types |
| Notifications | Enable signer reminders and completion receipts |
Ensure the platform integrates with your document repository and preserves an auditable record in line with ESIGN and applicable state law.
No filing deadline; provide upon payer request
Recipient and IRS due Jan 31 each year
Form 1040 due April 15; extension to Oct 15 with Form 4868
Keep 3 years after hire or 1 year after termination (8 CFR §274a.2)
Due April 15 with automatic extension to Oct 15
Finalize text and exhibits before routing for signatures.
Legal or compliance review and approvals prior to execution.
Notarize or obtain witnesses and preserve records of identity checks.
File with the clerk or portal and complete required service or proof-of-delivery.
A mid-size transactions team standardized filing packets across offices to reduce errors and omissions.
An enterprise legal team adopted a single instruction template and assigned signatory roles for each contract.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |