Cover Sheet
Project title, owner, designer, contact information, key dates, project number and a brief scope summary to orient reviewers and link other records.
A well-organized packet reduces review cycles, clarifies scope, supports code and permit review, and documents approvals. When paired with compliant eSignature and audit logs under ESIGN (15 U.S.C. ch. 96) and UETA, packets become reproducible legal records suitable for permitting and contracting.
Multiple stakeholders sign, approve, and retain the packet; accurate author and revision data speeds approvals and reduces disputes.
Project title, owner, designer, contact information, key dates, project number and a brief scope summary to orient reviewers and link other records.
Ordered list of included sheets with sheet numbers, titles, revision numbers, and page counts so reviewers can verify completeness at a glance.
Chronological record of revisions with date, author, description of change, and approved-by initials to maintain authoritative version history.
Architectural, structural, mechanical, electrical, plumbing and specialty drawings, each labeled and scaled with legends, symbols and notes for clarity.
Scope-level technical specifications, product lists or cites to separate spec books that define materials, tolerances, and testing requirements.
Signature, printed name, title, date, and professional stamp/seal where required by state licensing boards or permitting authorities.
| Authentication Method | Email link, SMS code, or advanced signer authentication (KBA) depending on permit or client requirements. |
|---|---|
| Field Types | Signature, date, initials, checkbox and conditional fields for optional exhibits or addenda. |
| Conditional Logic | Show or hide discipline-specific sheets or checklists based on project type or permit category. |
| Bulk Distribution | Enable bulk send for bidding; use templates for repeatable packet contents across projects. |
| Storage Location | Archive signed packets to project folder in cloud storage with read-only retention settings. |
Use an eSignature provider that supports audit trails, professional seals, and the file types your reviewers require; verify platform export and archival options for compliance and future retrieval.
Depends on local authority; check permit portal for intake cutoffs and application windows.
Set packet distribution at least 7–14 days before the bid due date to allow contractor review.
Typical municipal review takes 10–30 business days depending on complexity and jurisdiction.
Allow 5–15 business days for responding to reviewer comments and issuing revised packets.
Retain final signed packet per retention policies (see retention timeline section).
Internal QA and interdisciplinary coordination completed before external distribution.
Packet submitted to permitting authority or bid recipients for initial review.
Address reviewer comments and update the revision log and affected sheets.
Packet receives signed approval, final stamps, and is archived.
| Criteria | Project Drawing Packet | Single Drawing Set |
|---|---|---|
| Completeness | comprehensive | limited |
| Version Control | revision log included | often none |
| Signatures | multiple approvals | single approval |
| Primary Use | permits and bids | detail reference |
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Tim Martin found streamlined eSigned packets useful for remote closings and approvals
Optica uses organized packets to speed client approvals