Can I use an electronic signature?

Yes. Electronic signatures are enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states provided intent, consent, attribution, and record retention are satisfied.

What if a claim lacks substantiation?

Legal will request supporting evidence; publishing unsubstantiated claims risks regulatory action and may require campaign retraction or corrective notices.

Who must sign the approval?

An authorized legal or brand approver must sign; designate signatory authority in policy to ensure approvals are binding and auditable.

How do I speed up reviews?

Provide complete materials, attach claim evidence, allow recommended lead time, and route to the correct reviewers to reduce iteration cycles.

What records should we retain?

Retain the request, approvals, creative files, and substantiation per retention policy; follow federal and industry retention rules such as IRC §6501(a) and 45 CFR §164.530(j).

Is remote notarization acceptable?

Remote online notarization is accepted in many states with specific identity-proofing and recording requirements; verify state RON rules before relying on RON for approvals.

Electronic Signature
Templates
Marketing
Marketing Ad Check Request

Marketing Ad Check Request

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Marketing Ad Check Request

This Marketing Ad Check Request documents pre-publication review and approvals for advertising creative and associated materials. It sets the campaign context, deliverables, compliance checks, usage rights, exclusivity and termination terms between the parties listed below. Completion of this form constitutes a request for formal legal, brand safety and regulatory review prior to distribution.

Parties and Request Metadata

Brand / Client Name:

Agency / Creator Name:

Request Submitted By Contact Info

Date of Request:

Campaign Description

Campaign Name Primary Objectives Target Audience Primary Channels / Placements

Social Media Display / Programmatic Search Broadcast / OTT Email

Proposed Launch Date: Proposed End Date:

Deliverables and Timeline

Deliverable Summary Itemized Deliverables (include format, duration, quantity) Final Assets Delivery Deadline

Compensation and Kill Fee

Total Fee Payment Schedule

Kill Fee (if campaign terminated after approval):

Usage Rights and Intellectual Property

License Grant: The Creator hereby grants Brand a non-exclusive / exclusive (select below) license to use the final delivered creative for the permitted channels and territory specified below, subject to payment in full and the terms herein.

Territory:

Term / Duration:

Exclusive license requested Sublicensing permitted

IP Ownership Note

Compliance, FTC Disclosure & Representations

All parties represent and warrant that creative will not contain materially false or misleading claims; substantiation for any objective or health-related claims will be provided upon request. Brand and Agency each acknowledge responsibility for their respective statements and representations to consumers.

FTC-style Disclosure: The Creator will include clear and conspicuous disclosures where required by advertising and influencer guidance for the channel in which the content appears.

Disclosure Language to be Used

Compliance Acknowledgements:

Substantiation for express claims is available on request Required disclosure language will be included in the published creative

Exclusivity and Conflicts

Exclusivity Requested: Yes No

If exclusive, exclusivity period:

Termination and Notice

Termination for convenience requires prior written notice of days. Termination for material breach is immediate if breach is not cured within days after written notice.

Termination triggers (select all that apply):

Material breach Legal/regulatory prohibition Brand safety violation

Kill Fee Calculation (if applicable)

Quality Assurance & Pre-Publication Checks

Brand Approval Required From Regulatory / Claims Notes

Compliance Checklist:

Music licensing confirmed Model releases obtained Special rules for minors addressed

Indemnity and Representations

Each party represents and warrants that it has the authority to enter into this request and that materials supplied will not infringe third party rights. The supplying party will indemnify and hold harmless the other party from third party claims arising from a breach of these representations, subject to the indemnitor's liability caps and procedures in any controlling master services agreement between the parties.

Additional Comments or Special Instructions

Administrative Use

Internal Request ID Review Due Date Review Notes

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

What the Marketing Ad Check Request Is

A Marketing Ad Check Request is a standardized internal form used to submit advertising creatives, copy, claims, and targeting plans for compliance, legal, and brand review before public release. It captures campaign identifiers, creative files, target audiences, proposed channels, key claims and substantiation, and requested launch dates. The form creates a documented trail of reviews and approvals so teams can verify adherence to advertising regulations, internal brand standards, and any industry-specific disclosure requirements prior to live deployment.

Why this Request Matters for Compliance and Consistency

Using a formal marketing ad check reduces legal risk, preserves brand consistency, and documents approval history. It centralizes reviewer feedback and ensures claims are substantiated before consumer-facing publication.

Who typically completes and reviews this request

Requestors are usually marketing or agency staff submitting materials; reviewers include legal, compliance, and brand teams.

Marketing Manager: Submits campaign details, creative files, and desired launch date for review and records.
Legal/Compliance Reviewer: Verifies claim substantiation, required disclosures, and regulatory alignment across channels.
Brand/Creative Lead: Checks trademarks, visual standards, and messaging alignment with brand guidelines.

Final approval often rests with legal or a delegated brand manager to ensure regulatory and internal standards are met.

Step-by-step: Submitting a Marketing Ad Check Request

Follow these sequential steps to prepare a complete request and reduce review cycles.

01

Prepare Materials: Collect final creative files, landing pages, and evidence for claims.
02

Complete Form: Fill all required fields and attach supporting documentation.
03

Route for Review: Select legal, compliance, and brand reviewers via the workflow.
04

Receive Decision: Address reviewer comments and obtain signed approval before launch.

Typical online workflow configuration

Set up routing and permissions so each submission follows a predictable review path and creates an audit trail.

Field	Configuration
Routing	Legal then Brand then Marketing ops
Reviewer Roles	Assign read/write based on department
Notifications	Enable email and in-app alerts
Deadline Rules	Auto-escalate after 48 business hours

Where the request goes after you submit it

Understand the routing sequence so you can anticipate review stages and timing.

Submission: Requestor uploads materials and assigns reviewers.
Initial Screen: Marketing ops verifies completeness and triages urgency.
Legal Review: Legal reviews claims, disclosures, and substantiation.
Final Approval: Brand or authorized approver issues written sign-off.

How digital signing and sharing supports the process

Choose tools that preserve file fidelity, capture audit trails, and support secure reviewer authentication.

File formats: PDF, DOCX, PNG, JPG, MP4
Authentication: Email, SMS code, or SSO
Audit Trail: Timestamps, IP, action history

Ensure the chosen platform supports electronic approvals, maintains tamper-evident records, and integrates with your document management system for retention and retrieval.

Essential components of a professional Marketing Ad Check Request

Include these elements to make reviews efficient and defensible.

Campaign Identifier

A single canonical campaign name, ID, and version number that links the request to tracking, billing, and analytics so reviewers and auditors can reconcile materials across systems.

Creative Attachments

Final, production-ready creative files plus visible text transcripts and destination URLs so reviewers can validate visual layout, claims as presented, and the user experience that consumers will see.

Targeting Details

Complete audience segmentation criteria, geotargeting, and device targets so legal can check for prohibited targeting and privacy compliance with state and federal rules.

Claim Substantiation

Documented evidence for each actionable consumer claim, such as test results, clinical studies, or internal data, with dates and authors for reviewer verification.

Required Disclosures

All mandatory disclaimers, terms, or prominence requirements for comparative or financial claims presented in the exact form and placement proposed.

Approval Log

Record of reviewers, approval timestamps, and any conditional comments or required edits so the final sign-off is auditable and reproducible.

Required information fields at a glance

Campaign ID: Unique campaign identifier

Requester: Name and department

Launch Date: MM/DD/YYYY format

Attached Files: File names and types

Claims List: Each consumer-facing claim

Supporting Evidence: Attachments or links to substantiation

Common mistakes that slow approval

Submitting draft or low-resolution assets forces rework and delays approval by requiring new file versions and repeat reviews.
Listing vague claims without attached substantiation leads legal to request additional data and can block launch.
Failing to identify paid or sponsored placements prevents reviewers from checking mandatory disclosures for native or influencer formats.
Not allowing sufficient lead time for complex regulatory checks (health, finance, promotions) often requires last-minute edits or postponement.

Risks and potential consequences of inadequate review

Regulatory Action: FTC investigations or state AG complaints

Financial Penalties: Fines or required restitution

Brand Damage: Consumer trust erosion and reputational harm

Contractual Breach: Violation of partner or platform terms

Operational Delay: Campaign launch postponement

Data Exposure: Privacy or consumer data mishandling

Typical timelines and internal deadlines

Set submission timelines to allow adequate review and minimize last-minute changes.

Suggested Lead Time:

Submit at least 10 business days before planned launch

Marketing Ops Triage:

1–2 business days to confirm completeness

Legal Review Window:

3–5 business days depending on complexity

Brand Approval:

1–2 business days after legal sign-off

Escalation:

Auto-escalate if reviewer unassigned after 48 business hours

eSignature provider comparison for Marketing Ad Check Requests

Compare basic commercial eSignature capabilities and pricing to evaluate platform fit for routing, audit trails, and compliance needs.

	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	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	Varies by plan	Varies by plan	Varies by plan

Frequently asked questions about the Marketing Ad Check Request

Answers to common questions about submission, approvals, eSigning, and retention to help troubleshoot typical issues.

Need help? Contact support

Can I use an electronic signature?
Yes. Electronic signatures are enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states provided intent, consent, attribution, and record retention are satisfied.
What if a claim lacks substantiation?
Legal will request supporting evidence; publishing unsubstantiated claims risks regulatory action and may require campaign retraction or corrective notices.
Who must sign the approval?
An authorized legal or brand approver must sign; designate signatory authority in policy to ensure approvals are binding and auditable.
How do I speed up reviews?
Provide complete materials, attach claim evidence, allow recommended lead time, and route to the correct reviewers to reduce iteration cycles.
What records should we retain?
Retain the request, approvals, creative files, and substantiation per retention policy; follow federal and industry retention rules such as IRC §6501(a) and 45 CFR §164.530(j).
Is remote notarization acceptable?
Remote online notarization is accepted in many states with specific identity-proofing and recording requirements; verify state RON rules before relying on RON for approvals.

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