Cover Sheet
Includes project name, location, sheet index, revision summary, and contact information so reviewers know the package scope and who to contact for clarifications.
An accurate updated drawing set reduces ambiguity at closing, supports permit approvals, and documents changes for title and lender review. Clear revision history protects parties from post-closing disputes and speeds inspections and acceptance processes.
Each recipient uses the set for a distinct compliance, risk, or operational purpose; tailoring the package to the audience reduces rework.
Includes project name, location, sheet index, revision summary, and contact information so reviewers know the package scope and who to contact for clarifications.
A clear revision table on each sheet that lists revision number, date, author, and brief description of the change to maintain an auditable history.
Separate drawings for architectural, structural, mechanical, electrical, plumbing, and civil disciplines reflecting only the updated views and notes.
Annotations that call out field changes from original plans, including dimensions, materials, and installed equipment differences from permits.
Signed and dated certificates from licensed professionals where required to attest to conformity, accuracy, or code compliance.
Attachment of calculation summaries, shop drawings, or product cut sheets referenced in the revisions to aid technical review and approval.
| Field | Configuration |
|---|---|
| Routing order | Sequential signer order: preparer → lic. professional → owner → lender |
| Authentication | Email link plus optional SMS code for stronger signer confirmation |
| Attachments | Include supporting PDFs and product sheets as locked attachments |
| Certificate | Enable audit trail with timestamps, IP, and signer identity |
Confirm that the receiving authority accepts the chosen format and maintains required audit and access controls for record retention.
Submit revisions within the period specified by the local building department to avoid reopening a new review cycle.
Provide updated drawings by the lender’s milestone to avoid funding delays.
Deliver final certified set before closing to clear title exceptions.
Record any instrument changes per county recorder timelines to preserve priority.
Provide as-builts at project closeout to start warranty periods and final inspections.
| 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 card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 |