Two-factor
Options for SMS or phone verification strengthen signer identity and provide additional evidence in the Audit Trail for retrieval and validation.
Retrieving the digital signature and its evidence preserves legal proof, supports regulatory compliance, and enables secure archival of signed records for audits and disputes.
Legal, HR, finance, real estate, and healthcare teams retrieve signatures to verify agreements and meet recordkeeping requirements.
IT administrators configure signNow integrations, manage API keys, and set retention policies. They are responsible for secure access to signed records, enabling SSO, and ensuring automated backups and access logs for audit readiness.
Business users prepare, send, and retrieve signed documents. They rely on templates, bulk send, and Audit Trail downloads to complete transactions quickly, archive agreements, and share completed files with stakeholders.
Optica uses an intuitive interface to send and collect signatures quickly
Resulting in faster closings and improved customer experience.
Xerox integrated signNow with NetSuite to automate signature collection
Leading to fewer manual steps and more reliable financial records.
A detailed, time-stamped history showing each signer action, IP address, and authentication events that can be downloaded alongside the final PDF for legal proof and compliance.
A standardized PDF summary that accompanies the signed document and lists signer identities, timestamps, and verification steps to support dispute resolution and recordkeeping requirements.
Programmatic retrieval of signed documents, metadata, and audit logs for automatic archival into ERPs, CRMs, or document management systems to streamline downstream processes.
Direct connections to Google Drive, Box, and other storage platforms let you automatically sync completed documents and retain them in your chosen cloud repository for long-term retention.
Download completed files as soon as signing finishes.
Retain Audit Trails for statutory period required by your industry.
Follow HIPAA retention rules when PHI is present.
Keep contracts as required by state law timelines.
Ensure daily or weekly backups for signed documents.
Options for SMS or phone verification strengthen signer identity and provide additional evidence in the Audit Trail for retrieval and validation.
Send the same document to many recipients and retrieve completed versions individually or as a package to speed mass signature collection and centralized archiving.
Use conditional logic so retrieved documents always contain the correct fields and data required for compliance and downstream processing.
Collect payments during signing; retrieved records include payment confirmation metadata useful for reconciliation and invoicing.
Enterprise authentication reduces account proliferation and simplifies access control to downloaded signed records and audit logs.
Final PDFs are flattened for consistent rendering when retrieved, preserving signature appearance and preventing further edits.
Set how long signed documents and Audit Trails must be retained for compliance.
Connect signNow to cloud storage and ERP systems for automatic retrieval and archival.
Assign roles so only authorized users can download or export signed records.
Run short sessions on the retrieval steps and where evidence is stored.
Validate programmatic retrieval in a sandbox before production use.
Track retrieval success rates and error logs during the first 30 days.
Prepare sample retrieval packages to demonstrate compliance in audits.
Collect user issues and refine retrieval workflow and documentation.
Access signNow on modern browsers, mobile apps, or via API to retrieve completed documents and evidence from any location.
Ensure you use supported browsers and keep mobile apps updated; for automated retrieval use API keys and secure authentication with proper permissions.
| Feature | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Authentication Method | Email plus optional SMS |
| Document Retention | 7 years |
| Bulk Send Enabled | Yes, Business Premium |
| API Access | Enabled with keys |
| Feature / Vendor | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Two-factor authentication | |||
| Bulk send capability | |||
| API document retrieval | |||
| Audit trail included |
| signNow | DocuSign ($8 ser/mo) | Adobe Sign ($13/user/mo) | PandaDoc ($19/user/mo) | HelloSign ($15/user/mo) | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo, annual billing | $8/user/mo | $13/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card | Varies by plan | Varies by plan | Yes, limited trial | Yes, trial available |
| Bulk Send | Yes, Business Premium | Yes, select plans | Yes, select plans | Yes, select plans | Varies by plan |
| Audit Trail | Yes, full Audit Trail | Yes, audit trail | Yes, audit trail | Yes, audit trail | Yes, audit trail |
| HIPAA Compliant | Yes, BAA required | Yes, BAA required | Yes, BAA required | Contact sales | Yes, BAA required |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |