Scope
Define which people, accounts, and platforms are covered and when off-duty speech is subject to policy.
A concise policy reduces legal exposure, preserves client confidentiality, protects intellectual property, and creates consistent procedures for incidents and discipline.
The policy applies to employees, contractors, agency staff, and consultants who post on behalf of or reference the organization in social or digital channels.
Senior leaders, HR, legal, and IT typically approve and maintain the policy while each covered person must acknowledge and date their acceptance.
Define which people, accounts, and platforms are covered and when off-duty speech is subject to policy.
List permitted activities, content standards, and brand voice rules, including prohibited discriminatory or harassing language.
Prohibit sharing nonpublic client, employee, or business information and clarify examples of protected data.
Explain ownership of work product, proper attribution, and rules for using third-party content or trademarks.
Require disclosure of paid relationships and compliance with FTC endorsement guidance for endorsements and sponsored posts.
Describe disciplinary steps, reporting procedures, and review timelines for alleged violations.
| Field | Configuration |
|---|---|
| Document Upload | PDF or DOCX; preserve a signed, time-stamped final copy |
| Authentication | Email link plus optional SMS or SSO |
| Signature Type | Typed name or click-to-sign with audit trail |
| Retention Setting | Enable immutable audit logs and exportable certificates |
Choose tools that capture signer identity, timestamps, and an immutable audit trail while meeting legal and industry compliance.
Ensure the chosen platform supports exportable audit reports, retention controls, and any industry-specific compliance requirements.
Date on which the policy becomes enforceable for all covered users
Typically within 30 days of the effective date
Report suspected breaches within 48 hours of discovery
Complete initial investigation within 30 calendar days
Full policy review at least annually
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A healthcare clinic added a social media section to its employee handbook to restrict PHI discussion.
A small law firm clarified attorney social posts to avoid prejudicing matters.