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Authorized Electronic Form

Use a Authorized Electronic template to make your document workflow more streamlined.

What an authorized electronic form is

An Authorized Electronic Form is a document completed and signed through an electronic process that records the signer’s intent, consent, identity evidence, and completed record. In signNow, the sender uploads the form, reviews automatically detected fields, assigns recipients, and sends it for signing. Each signer reviews the document and signs electronically; signNow then preserves the completed form and audit trail. Under ESIGN and UETA, this record may be enforceable when legal requirements are met, but exclusions such as wills and certain court filings still apply.

Who uses this form

Real estate

Real estate teams use Authorized Electronic Form for rental applications, lease agreements, disclosures, and broker approvals. signNow lets participants review and sign remotely, while the audit trail preserves evidence of delivery, access, and completion for transaction records.

Healthcare

Healthcare organizations use Authorized Electronic Form for patient consents, intake documents, and administrative authorizations. When protected health information is involved, workflows should address HIPAA requirements, including a business associate agreement where signNow is used for covered data.

How this form works online

Authorized Electronic Form moves from field preparation to recipient review, electronic signing, completion, and evidence preservation in one controlled workflow.

  • Prepare document: Upload the form and inspect detected fields.
  • Assign participants: Route signature and approval fields to recipients.
  • Collect signatures: Recipients review, consent, and sign electronically.
  • Preserve evidence: Store the completed form with its audit trail.

Complete this form in signNow

Use this sequence to prepare, route, sign, and preserve an Authorized Electronic Form with the information needed for later review.

  • Upload form:

    Upload the Authorized Electronic Form to signNow.
  • Check fields:

    Review detected fields and add missing signature fields.
  • Send form:

    Assign recipients and send the form.
  • Store record:

    Collect signatures and save the completed record.
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How signNow records this form

The audit trail preserves identity, timing, document integrity, and retrieval evidence for each completed Authorized Electronic Form.

01

Signer authentication:

Email link or SMS code records how the signer accessed the form.
02

Timestamp capture:

The audit trail records the exact time each action occurred.
03

Document hashing:

A cryptographic digest identifies the completed Authorized Electronic Form.
04

Tamper-evident sealing:

The completed record is sealed against undetected content changes.
05

Event logging:

IP address and action history connect activity to the signing event.
06

Audit export:

Authorized users can retrieve or export the completion certificate.

Why authorized electronic forms matter

An Authorized Electronic Form can reduce paper handling and preserve a searchable signing record. Under the federal ESIGN Act, 15 U.S.C. chapter 96, and state electronic-transactions laws such as UETA, an electronic signature may carry the same legal effect as a handwritten signature when intent, consent, attribution, and record retention are established.

Why teams look for DocuSign alternatives

Recommended workflow setup

Configure authentication, signature capture, evidence retention, encryption, and access controls before sending an Authorized Electronic Form.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailRetain completion certificate and action log
Document retentionApply the transaction’s governing rule
EncryptionTLS 1.2/1.3 and AES-256 encryption

Security for this form

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Independent assurance:

SOC 2 Type II certified

Security management:

ISO 27001 certified

Health data protection:

HIPAA compliant with BAA

Electronic signature law:

ESIGN and UETA compliant

Connect this form to business systems

Connect Authorized Electronic Form workflows with CRM, ERP, cloud storage, and project systems to route documents, synchronize records, and reduce manual reentry.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Challenges when completing this form

  • Missing signature fields can leave an Authorized Electronic Form incomplete even when the signer believes every required section was finished.
  • Incorrect recipient assignments can attribute a signature, date, or approval to the wrong party and weaken the record’s evidentiary value.
  • A downloaded signed form without its audit trail may not preserve identity, timestamps, access history, or delivery evidence.
  • Using an electronic signature does not remove state-law requirements for excluded documents or transactions requiring notarization.

Retention periods for signed records

Retention depends on what an Authorized Electronic Form documents; apply the governing federal rule and preserve the signed record with its audit trail.

01

Three years: tax records

Keep tax-related records three years from filing under IRC §6501(a), unless the applicable tax rule requires longer retention.
02

Six years: substantial understatement

Keep tax records six years when 25% or more income was understated under IRC §6501(a).
03

Six years: HIPAA records

Keep HIPAA-related records six years from creation or last effective date under 45 CFR §164.530(j).
04

Three years: payroll records

Keep payroll records three years under 29 CFR §516.5 when the Authorized Electronic Form documents covered payroll information.
05

Thirty years: exposure records

Keep OSHA exposure records thirty years under 29 CFR §1910.1020 when the form documents covered exposure information.

Examples of this form in use

Real signNow customer stories show how electronic forms can support property and healthcare workflows without removing the need for legal review.

Real estate operations

Martin Properties needed to process and execute real-estate documents without requiring every participant to meet in person. Its founder described using signNow for online and mobile workflows.

  • Lease and transaction documents signed remotely

Tim Martin, founder of Martin Properties, reported that his team could process and execute documents online, including while working offline on mobile devices. For an Authorized Electronic Form used in a property workflow, that model supports faster collection while retaining a documented signing process and built-in security controls.

Healthcare administration

Fertility Centers of Illinois selected signNow for healthcare workflows involving electronic documents and an API connection supporting organizational operations.

  • Healthcare forms routed through an API

John Butler, founder of Fertility Centers of Illinois, cited signNow’s API and responsive support when describing the organization’s selection. Healthcare users handling an Authorized Electronic Form should still configure a BAA, access controls, and retention practices whenever protected health information is involved.

Troubleshooting this form workflow

These answers address field detection, delivery, plan selection, protected information, and legal limits affecting Authorized Electronic Form workflows.

Upload the source PDF again, then inspect every detected field manually. signNow’s Business plan includes templates and audit trails, but field detection still requires review when the Authorized Electronic Form contains scanned text or unusual layouts.

Confirm the recipient email address, signing order, and assigned fields before resending. signNow records delivery and access activity in the audit trail, helping identify whether the issue occurred before the signer opened the Authorized Electronic Form.

Business is listed at $8 per user per month with annual billing. It includes legally binding eSignatures, audit trails, templates, mobile apps, ISO 27001, SOC 2, GDPR, and 100 signature invites per user per year.

Business Premium is listed at $15 per user per month with annual billing and adds bulk send. Enterprise is listed at $30 per user per month and adds advanced signer authentication, formula fields, and conditional fields.

For protected health information, signNow is HIPAA compliant when a business associate agreement is required and in place. Configure access, authentication, retention, and disclosure practices for the specific healthcare workflow rather than relying on the platform alone.

Electronic signing does not make excluded records eligible for electronic execution. ESIGN exceptions include wills, codicils, testamentary trusts, certain court orders, and specified family-law documents; review applicable state law before routing an Authorized Electronic Form.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

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