Standardized Naming
Define a consistent filename pattern to simplify indexing, retrieval, and automated processing across departments.
Using a Scan Document Template reduces processing errors, preserves evidentiary value, and speeds review by establishing uniform capture and naming standards across teams and systems.
A consistent template reduces rework, improves searchability, and lowers the risk that a scanned record will be rejected by downstream processors or regulators.
| Field | Configuration |
|---|---|
| File Format | PDF/A preferred for long-term archival and compliance |
| OCR | Enable OCR for searchable text extraction |
| Auto-naming | Use prefix+date+ID for consistent filenames |
| Routing | Direct documents to reviewer queue then to signer |
Choose a platform that preserves audit trails, retains tamper-evident copies, and integrates with your archival system for secure long-term storage.
Define a consistent filename pattern to simplify indexing, retrieval, and automated processing across departments.
Include title, effective date, signer name, document type, retention label, and page count to meet audit requirements.
Specify DPI, color mode, and acceptable compression to preserve legibility and OCR accuracy.
Capture who handled the document and when, particularly for legal or evidentiary records.
Reserve signature and date fields or mark pages for later signature placement to ensure proper signing sequence.
Tag documents with retention categories to automate disposition and meet legal holds.
Use PDF/A for long-term archival and legal admissibility when available.
Enable OCR and embed searchable text to support discovery and indexing.
Provide a DOCX export for reviewers who need editable text with tracked changes.
Bundle multi-page documents and attachments into a single zip for bulk transfer.
Retain I-9 for 3 years after hire OR 1 year after termination, whichever is later (8 CFR §274a.2).
Provide a W-9 upon request; keep scanned copy with payee documentation for backup withholding purposes.
Meet Form 1099-NEC recipient and IRS deadline of Jan 31 for tax reporting.
Maintain supporting tax records for a minimum of 3 years from filing (IRC §6501(a)).
Retain protected health information for 6 years from creation or last effective date (45 CFR §164.530(j)).
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | broad legal category | pki-based cryptographic method |
| Non-repudiation | audit trail dependent | certificate-based assurance |
| Use cases | contracts, approvals | high-assurance regulatory filings |
| Standards | esign / ueta | x.509 / iso-based pki |
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |