Publication Details
Outlet name, section/program, date and time, headline or segment title, and permalink or clip reference for easy retrieval and archive.
A consistent template reduces disputes over what was published, supports accurate campaign measurement, and creates a single source of truth for billing, reporting, and legal review, including licensing and usage rights.
Marketing teams, PR agencies, account managers, and legal or compliance staff commonly prepare the form after a placement or broadcast. Use the template to confirm coverage details and any agreed usage terms.
The form helps both internal teams and external partners (publishers, freelancers) reach a documented, signed agreement on what appeared, when, and under what terms.
A regional firm documents a broadcast mention using the template to capture the station, air date, and clip reference
A PR agency logs an online trade article with audience metrics and permalink
Outlet name, section/program, date and time, headline or segment title, and permalink or clip reference for easy retrieval and archive.
Circulation, unique visitors, estimated views, AQH or Nielsen ratings where applicable, and any publisher-provided reach data used for reporting.
Short excerpt or screenshot reference with timestamps for broadcast clips, plus a field for the publisher’s claim of the exact quoted language.
Terms for reuse, excerpt length allowed, licensing fees (if any), and the expiration of reuse rights or attribution requirements.
Signature and printed name fields for the reporting party, client approver, and a publisher contact to confirm accuracy and permission for reuse.
Document version, creation and modification timestamps, and a short audit trail describing any edits or corrections after initial signing.
| Field | Configuration |
|---|---|
| Signature | Required for reporting party, client approver, publisher contact |
| Date | Auto-fill with signer timestamp on execution |
| Attachment | Require at least one supporting clip or screenshot |
| Routing | Sequential: reporter → client → legal (if needed) |
Choose a platform that supports fillable PDFs, audit trails, and flexible signer authentication to match your compliance needs.
Ensure chosen tools can produce an auditable certificate of completion and meet any industry-specific compliance requirements before using for legal or billing records.
Match template entries to the client’s monthly or quarterly reporting period to ensure inclusion.
Set a billing cutoff date so placements are invoiced in the correct cycle.
Retain records to support income or expense claims for at least three years per IRS guidance.
Record reuse or licensing expiration dates to prevent unauthorized reuse.
Allow extra time to collect publisher confirmations for high-profile placements.
Document outlet, date, and excerpt immediately after publication.
Collect and verify circulation or audience numbers within the reporting window.
Obtain required signatures for reuse and client confirmation.
Store the signed record with metadata and retention tags.
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |