Scope
Defines which SWP-SJP forms and scenarios the manual covers and lists excluded items or special-case processes.
A single manual clarifies responsibilities, preserves institutional knowledge, and reduces processing errors. It supports defensible recordkeeping and helps align day-to-day handling with applicable laws such as ESIGN, UETA, and industry rules like HIPAA where relevant.
The manual is designed for teams that create, review, approve, or store SWP-SJP documents within an organization.
Use the manual as a reference during training, audits, and routine processing to ensure consistent application of policies.
Oversees operational controls and final approvals for SWP-SJP procedural changes. Validates role-based access and signs organizational attestations when policies change or when external affidavits require executive authorization.
Maintains the manual, reviews legal alignment with ESIGN and UETA, tracks state-specific notarization or witness rules, and coordinates retention schedules with records management and auditors.
Defines which SWP-SJP forms and scenarios the manual covers and lists excluded items or special-case processes.
Identifies who may prepare, approve, sign, or notarize documents and any financial approval thresholds or delegation matrices.
Sequential instructions for completing, routing, and filing each form, including required attachments and validation checks.
Summarizes applicable statutes (ESIGN, UETA), HIPAA considerations, witness/notary rules, and state-specific deviations.
Retention periods, archival locations, and deletion or legal-hold procedures tied to regulatory citations.
Common errors, escalation paths, corrective steps, and contact points for audits or system issues.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing as required by approvals |
| Authentication | Email link, SMS code, or knowledge-based authentication |
| Audit Trail | Enable full audit capture: IP, timestamp, and actions |
| Attachments | Require file upload for ID and supporting documentation |
Confirm platform capabilities before implementing eSubmission workflows to ensure required integrations and security standards are met.
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Provide upon request; no fixed IRS deadline
3 years after hire or 1 year after termination (8 CFR §274a.2)
Form 1040 due April 15; extensions per Form 4868
Recipient and IRS deadline Jan 31 annually
Maintain records for 6 years (45 CFR §164.530(j))
Intake and initial verification of required items
Populate fields and attach supporting documents
Verify identity and obtain required signatures
Store signed document and audit trail in records repository
The team standardized templates and routing to reduce manual errors and processing time.
Property transactions moved to digital completion with secure identity checks.