Custodian
Name and contact of the entity or person retaining the records plus physical or system location details and responsible unit for retrieval.
A precise Storage Archives Document reduces legal risk, speeds records retrieval, and clarifies responsibilities for retention and destruction. It helps satisfy regulatory obligations and provides evidence of compliant handling for audits.
Teams that prepare or rely on archives vary by organization size and industry; common users appear below.
Use these role definitions to assign responsibilities and to ensure signatory authority and authentication are correct before execution.
Name and contact of the entity or person retaining the records plus physical or system location details and responsible unit for retrieval.
Clear enumeration of record categories, date ranges, file formats, and identifiers so each archived item is traceable to an entry in the index.
Specific retention periods, triggering events for destruction or extended hold, and reference to applicable legal or policy authority.
Procedures for authorized access, request workflows, authentication levels required, and logging requirements for retrieval events.
Procedures for secure destruction or transfer, method of destruction, required attestations, and documentation of final disposition.
Records of chain-of-custody actions, signatures or e-signature certificates, timestamps, and any notarial or witness attestations.
| Field | Configuration |
|---|---|
| ArchiveID | Auto-generate unique ID, prefix with department code |
| RetentionEndDate | MM/DD/YYYY format; auto-calc from policy |
| AuthorizedRoles | Dropdown: Records, Legal, IT, Auditor |
| AuditLogEnabled | Yes — capture timestamp, actor, IP |
Ensure the signing platform supports required authentication, audit logging, and acceptable file formats before eSubmission.
Choose a platform that integrates with your records repository and meets any industry-specific compliance such as HIPAA or 21 CFR Part 11 when applicable.
Date when retention period begins (usually record creation).
Date when scheduled disposition may occur unless a legal hold applies.
Event that suspends destruction (litigation, audit, investigation).
Period in which secure disposition must be completed after retention expires.
Periodic review date for access rights and custodial accuracy.
Records indexed with metadata and Archive ID.
Legal basis recorded and retention end date assigned.
Access controls and requester process activated.
Secure destruction or transfer documented and archived.
| 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 |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |