Authentication
Multiple signer authentication options control identity verification before signing.
Disabling a digital signature can simplify low-risk forms, speed internal approvals, or let users submit informational forms without signature friction. It reduces signer steps for routine data collection while retaining electronic records and audit information when appropriate.
Small teams, administrators, and operations staff often toggle signature requirements to match process risk and speed.
Responsible for configuring account-wide policies and access controls in signNow, the IT admin decides whether signer authentication is mandatory, sets template defaults, enables or disables advanced signature authentication, and audits logs to ensure changes meet internal security policies.
A nontechnical operations or HR user who prepares documents, toggles signature fields on templates, and sends forms through signNow for internal completion, focusing on reducing signer steps while preserving audit trails and data capture.
Optica Ventures replaced paper checklists with signNow templates that removed signature requirements for low-risk items
Resulting in faster internal processing and clearer audit logs for managers.
Martin Properties used signNow to make minor lease addenda optional for tenants
Leading to higher completion rates and fewer in-person signings while preserving timestamps.
Drag-and-drop Signature fields onto documents and toggle a 'Required' option or delete the field to prevent signatures when not needed.
Create reusable templates with optional signature fields so forms can be reused without forcing a signature every time.
Bulk-send workflows let you distribute informational forms without signature requirements, reducing individual signer steps in mass distributions.
signNow mobile apps support offline completion; optional signatures remain optional even when working offline and sync securely when online.
Set expiration like 30 days to close requests
Retain records per policy, commonly 3–7 years
Keep audit trails for the same retention period
Review templates quarterly or as rules change
Schedule annual compliance checks
Multiple signer authentication options control identity verification before signing.
Show or hide signature fields based on form responses or user roles.
Use the signNow API to programmatically add, remove, or modify signature fields.
Connect with Salesforce, NetSuite, Google Workspace, Box, and others to enforce or relax signatures in workflows.
Use kiosk workflows for in-person data capture where signatures may be optional.
Apply signer roles to control which participants must sign versus those who only view or fill data.
Define scope and impacted forms
Obtain legal and compliance input
Edit templates in signNow
Run sender and signer tests
Deploy changes to users
Watch for errors or user issues
Update user guides
Audit after 30–90 days
You can access signNow through web browsers, mobile apps, and APIs to change signature settings across templates and documents.
Use the web editor for detailed template edits, mobile apps for field testing and offline work, and the API for automated bulk updates and integrations with CRM or ERP systems.
| Setting Name | Configuration |
|---|---|
| Authentication Method | Email only |
| Signature Requirement | Optional |
| Template Versioning | Enabled |
| Reminder Frequency | 48 hours |
| Expiry Period | 30 days |
| Feature / Vendor | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Starting Price | $8/user/mo | $8/user/mo | $13/user/mo |
| Free Trial | 7-day free trial | free trial avail. | free trial avail. |
| Bulk Send | yes, business premium | yes, available | yes, select plans |
| Envelope Cap | no envelope cap | 100 envelopes/year | varies by plan |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $8/user/mo | $13/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Free trial avail. | Free trial avail. | Free trial avail. | Free trial avail. |
| Bulk Send | Yes, Business Premium | Yes, available | Yes, select plans | Yes | Limited support |
| Audit Trail | Full audit trail | Full audit trail | Full audit trail | Audit features | Audit trail |
| HIPAA Compliant | Yes, BAA required | BAA available | BAA available | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/year | Varies by plan | Varies by plan | Varies by plan |