Property ID
Exact street address, parcel or tax ID, and recorded lot/plat reference to ensure the survey references the correct legal entity and municipal records when plotting coordinates.
A complete Survey Preparation Form centralizes site details and permissions, reducing field rework and scheduling delays. Standardizing the intake process clarifies deliverables and responsibilities, which helps preserve survey accuracy, avoid unexpected site access issues, and shorten turnaround for final plats or reports.
Professionals and stakeholders complete the Survey Preparation Form to confirm scope, access, and legal context before any field work begins.
Small owner-managed projects may have the property owner complete the form, but surveyors typically review and sign off on technical items before mobilizing crews.
| Field | Configuration |
|---|---|
| Routing Order | Owner | Surveyor | Title company |
| Authentication | Email link plus optional SMS code or ID verification |
| Notifications | Auto-email copies to all parties on completion |
| Deliverable Format | PDF/A for records; CAD/DWG for design use |
Choose a platform that supports secure transmission, configurable authentication, and integrations with your document repository or CRM.
Ensure the vendor supports TLS 1.2/1.3 in transit, AES-256 at rest, a HIPAA BAA when health data is involved, and connectors for cloud storage so signed surveys and audit trails are retained with access controls.
Exact street address, parcel or tax ID, and recorded lot/plat reference to ensure the survey references the correct legal entity and municipal records when plotting coordinates.
Full recorded description from the deed or plat; use this as the controlling legal basis for boundary work and title-related questions during mapping.
Gate codes, keyholder contacts, parking, pets, hazardous areas, and consent to enter private property to ensure crews can safely and legally access the site.
Specify boundary, ALTA/NSPS, topographic, or elevation work and list required deliverable file types, coordinate systems, scale, and stamped certification requirements.
Attach deeds, prior surveys, title reports, and easement exhibits that influence measurement decisions and reduce the need for additional research or field visits.
Owner or authorized agent signature, date, and contact for questions; note any third-party permissions or municipal clearances required for work.
Provide signed PDFs for record retention plus CAD/DWG or shapefiles for design teams; specify PDF/A when long-term archival is required.
Track each revision and store a certificate of completion or audit trail showing signer identity, timestamps, and IP addresses for legal proof.
Include deed, title insurance commitment, prior surveys, and permit documents as separate attachments to preserve source references used for the survey.
Reserve space for notary acknowledgment or RON details when a recorded affidavit or self-proving document is required.
Submit the form at contract signing or as soon as site access is confirmed.
Field visits are commonly scheduled within 7–21 days after confirmed access and documentation.
Expect a preliminary sketch or notes within 7–14 days post-fieldwork for review.
Final plats or certified surveys typically follow 2–8 weeks, depending on scope and review cycles.
Allow additional 1–2 weeks for revisions or supplemental research after client feedback.
Martin Properties moved intake online to coordinate remote signings and field paperwork.
Optica Ventures streamlined document intake to speed closings and site scheduling.
| 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 (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |