Campaign ID
Unique identifier linking the review to project plans, budgets, and publication schedules for traceability.
A documented review reduces regulatory risk, supports claims substantiation, and creates a reproducible record for audits and disputes. Electronic records signed under the ESIGN Act (15 U.S.C. ch. 96) and UETA align with U.S. signature law and help demonstrate intent, consent, attribution, and retention.
Teams and individuals responsible for content approval vary by organization; roles below are most common.
Responsibilities should be assigned up front so signatory authority and timelines are clear before assets enter paid or earned channels.
| Field | Configuration |
|---|---|
| Sender Role | Marketing Manager | Initiates and assigns approvals |
| Approval Sequence | Legal > Compliance > Creative | Sequential approval order |
| Authentication Method | Email link or SMS code | Signer verification |
| File Types Accepted | PDF, DOCX, JPG | Common creative formats |
Confirm file formats, authentication, and integrations before sending reviews to avoid processing delays.
Align technical settings with legal and retention policies so signed records are reproducible and searchable across systems.
Unique identifier linking the review to project plans, budgets, and publication schedules for traceability.
Attach final artwork, text files, and alternate sizes so reviewers see exactly what will run.
Document factual statements, substantiation sources, and required citations for regulatory or consumer protection review.
Record required legal disclosures, disclaimers, and format rules tied to the medium and audience.
List required signatories and their order to prevent missed approvals or unauthorized publication.
Capture timestamps, IP addresses, and action history to support later compliance reviews.
Deliver assets at least 5 business days before planned publication.
Allow 3 business days for claims and disclosure checks.
Allow 2 business days for regulator-specific checks.
Reserve 1 business day to collect signatures and lock files.
Add extra time for revisions or stakeholder escalations.
| 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 credit card | 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Martin Properties moved lease approvals online to close deals faster and avoid in-person signings.
Clinical consent and marketing collateral were standardized and routed for legal review before publication.