Cover Index
A one-page index listing exhibits, titles, page counts, and version dates so reviewers can confirm completeness without opening every file.
A single, well-indexed exhibits packet reduces administrative friction, lowers the risk of omitted attachments, and simplifies review by counsel, regulators, or counterparties.
Typical preparers and recipients include corporate legal teams, contract managers, procurement officers, and outside counsel.
Each role focuses on reliable indexing and traceability so exhibits remain auditable and defensible over the document lifecycle.
A one-page index listing exhibits, titles, page counts, and version dates so reviewers can confirm completeness without opening every file.
Logical, sequential numbering or bookmarks inside the PDF to mirror the index for rapid navigation during review and redaction.
Clearly display version IDs and revision dates on each exhibit to prevent mixing drafts with executed versions.
Explicit references from the main document to exhibit identifiers and exhibit paragraph numbers reduce interpretive risk.
Where required, attach signed signature pages or signed certification statements and include signer names and dates on the index.
Prefer PDF/A for final exhibits to ensure consistent rendering and metadata preservation during long-term retention.
| Field | Configuration |
|---|---|
| Document Format | PDF/A preferred |
| Signature Method | eSignature (ESIGN/UETA compliant) |
| Authentication | Email or SMS code |
| Retention Tag | Assign retention policy |
Confirm the recipient accepts electronic exhibits and the required file formats before finalizing the packet.
Also verify whether notarization, witness affidavits, or specific signer authentication (KBA or ID analysis) is required by the receiving party or jurisdiction.
Deliver exhibits by the effective date or as specified in signing schedule.
Include exhibits with initial bid unless the solicitation allows post-award submission.
Attach exhibits per local rule and the court's filing deadline.
Provide supporting exhibits to preparers by tax form cutoff dates (e.g., 1099 deadlines).
Submit exhibits within agency-specified windows for completeness.
Collect and finalize each supporting document.
Legal and technical validation completed.
Create indexed PDF and sign where required.
Deliver to recipients and store with retention metadata.
| Criteria | Combined Packet | Separate Files |
|---|---|---|
| Completeness | high | variable |
| Version Control | easier | harder |
| Review Speed | faster | slower |
| File Size | larger | smaller |
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.