Headline
A concise, news‑style headline that summarizes the announcement and aligns with brand tone; avoid hyperbole and unverified claims in headlines.
A consistent template speeds preparation, enforces required disclosures, and reduces review cycles by clarifying who approves content and which legal or regulatory checks apply before distribution.
Use the template to assign responsibilities, record sign-offs, and capture distribution timing for audit and reporting.
A concise, news‑style headline that summarizes the announcement and aligns with brand tone; avoid hyperbole and unverified claims in headlines.
City and date of publication plus any embargo information; clearly indicate embargo lift time and time zone to avoid premature release.
The 1–2 sentence summary that answers who, what, when, where, and why; should contain the core news and a single measurable fact if available.
Attributed quotations from spokespeople that add context; include full name, title, and approval status to prevent last‑minute edits.
Primary and backup contact names, emails, and phone numbers; include daytime availability and preferred contact method for journalists.
List of approved images, logos, B‑roll, and media kits with file names and formats; specify hosting and access instructions for journalists.
| Field | Configuration |
|---|---|
| Draft Owner | Assign by role, email notification on change |
| Legal Review | Mandatory step, cannot be skipped |
| Executive Sign-Off | Sequential approval with eSignature |
| Publish Action | Automated distribution or manual release choice |
Ensure the platform preserves original files, stores a tamper‑evident audit trail, and integrates with your PR distribution or CMS systems.
Content and assets finalized for review.
Compliance checks and required disclosures confirmed.
Scheduled time when release becomes public.
Track pickup, corrections, and media inquiries.
At least 5 business days before embargo for full review.
Allow 48–72 hours for substantive legal review.
Complete approvals 24 hours before distribution.
Send embargoed releases 1–2 hours before lift time.
Monitor first 72 hours for factual corrections.
Optica standardized release templates to simplify customer communications and approvals.
Martin Properties used the template for property listing announcements and executive statements.
| 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 | No | No |
| 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 |