Identity Details
Full legal name, aliases, date of birth, and government ID numbers to enable reliable identity verification and background checks.
A complete form documents identity, consent, and the legal basis for processing — essential for contract enforceability, regulatory compliance, and dispute resolution.
Different roles require different authentication levels and retention practices; match the form’s controls to the use case.
Full legal name, aliases, date of birth, and government ID numbers to enable reliable identity verification and background checks.
Street address, mailing address, phone, and email to support notices, service, and ongoing communications related to the legal relationship.
Fields for capacity, guardianship, or representative authority to confirm signatory authority and identify third-party agents.
Clear statements describing purposes, third-party sharing, and withdrawal procedures required by ESIGN for consumer-facing electronic records.
Explicit description of why the data is collected (e.g., contract, verification, benefits) to meet lawful processing obligations.
A record of how long the form will be retained and the governing law for disputes or data subject requests.
| Field | Configuration |
|---|---|
| Authentication | Email link by default; add SMS or KBA for higher assurance |
| Retention | Store signed copy and audit trail for required period |
| Notarization | Enable RON session or schedule notary when needed |
| Notifications | Automatic reminders and completion notices to parties |
Align platform settings with privacy requirements and internal IT policies to maintain continuity across systems.
Signers typically receive confirmation immediately upon completion.
Third-party ID checks may take 24–72 hours to complete.
Allow 1–7 days for in-person or remote notary sessions.
If filing with a government office, expect additional processing delays.
Retention clock begins on effective date or signature date, per policy.
A small investment firm digitized identity collection to speed onboarding.
A healthcare provider added consent and HIPAA authorizations to patient intake forms.
| 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 | No | No | Yes, limited | Yes, limited |
| 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 | No cap | No cap | No cap |