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You Can Select Part 1, Part 2, Or Both, By Completing The Parts You Select, Including Form

Use a You Can Select Part 1, Part 2, Or Both, By Completing The Parts You Select, Including template to make your document workflow more streamlined.

What this selected-parts form does

This form lets the signer complete Part 1, Part 2, or both selected sections instead of completing unrelated portions. In signNow, upload the source document, review automatically detected fillable fields, and place any missing fields manually. Assign each selected field to the correct signer, then send the document for completion by email or signing link. The finished form can be stored with its audit trail, which records signing activity and supports evidence of intent, attribution, and electronic record integrity under ESIGN and UETA when those frameworks apply.

How to complete the selected form parts

This form lets a person complete Part 1, Part 2, or both, without requiring unrelated sections.

  • Choose applicable parts: Review the form and identify whether Part 1, Part 2, or both apply.
  • Fill selected sections: Complete only the fields within the selected part or parts.
  • Prepare for signing: Add required signer fields and send the completed selection securely.
  • Complete and store: Signers review, sign, and receive the completed form record.

Who benefits from selected form parts

The form is useful when different people need different sections, but each completed part must still be accurate, attributable, and retained.

  • Solo consultants use Part 1 for a client intake or service authorization, completing only the information relevant to their engagement and retaining the signed record with its audit history.
  • Healthcare practices use selected sections for patient-facing administrative forms when the workflow involves protected health information and the organization maintains the required HIPAA controls and business associate agreement.
  • Enterprise operations teams use Part 1, Part 2, or both across departments, applying templates, signer routing, and audit trails to keep each team’s selected document path consistent.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Complete this form in signNow

Use this sequence to prepare the selected sections, route signer fields, and preserve the completed form with its audit evidence.

  • Add the source file:

    Upload the form
  • Check selected sections:

    Detect and review fields
  • Route each part:

    Assign signer fields
  • Deliver the form:

    Send for signature
  • Preserve the audit trail:

    Store the completed record
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Features for completing selected parts

signNow combines field preparation, signer routing, mobile completion, and audit evidence for a form that may require one selected part or both.

Field detection

Upload the source form and review signNow’s detected fields, then manually adjust fields when Part 1 or Part 2 uses a nonstandard layout.

Part assignment

Assign only the selected part’s fields to each signer, reducing unnecessary disclosure and clarifying who must complete each section.

Signer routing

Send the form by email or signing link while preserving signer order, field ownership, and the selected completion path.

Audit trail

Capture timestamps, signer activity, and document history in an audit trail that accompanies the completed form record.

Mobile signing

Use mobile apps to review and complete selected fields when the signer is away from a desktop workstation.

Secure storage

Store the completed form and its completion evidence in a controlled record system after all selected fields are signed.

Connect selected form parts to business systems

Named signNow integrations can route completed form records into the systems where customer, finance, project, and document information already resides.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for completed form records

Data encryption:

TLS 1.2/1.3 and AES-256

SOC 2 Type II:

Certified report available on request

ISO 27001:

Certified information security controls

ESIGN and UETA:

Electronic transaction compliance

Health data:

HIPAA compliance with BAA

Privacy controls:

GDPR-compliant data protection

Record-keeping practices for this form

Accurate part selection, field review, evidence preservation, and authority-based retention reduce disputes over what this form contains.

Separate Part 1 and Part 2 assignments

Name each selected part clearly before sending and confirm that every required field belongs to that part. Export the completed document and audit trail together so the record shows what was completed, by whom, and when.

Verify detected fields before sending

Review every field after signNow detects fillable areas, especially when the source is scanned or contains tables. Manually place missing fields, assign each field to the correct signer, and complete a test review before sending externally.

Apply the governing retention rule

Retain the signed form according to the underlying business or industry rule. For tax records, IRC §6501(a) generally uses three years from filing, with six years for a substantial understatement; state requirements may be longer.

Archive the signed record securely

Export the signNow audit trail and signed PDF after completion, then place both in controlled storage. Limit access to authorized personnel and preserve the original file so later review can reproduce the completed record.

Rollout and retention timeline

A controlled rollout connects part selection, signer routing, trial access, and retention decisions without treating every completed form as identical.

Prepare the document:

Upload the form, identify applicable parts, and verify required fields before sending.

Start the first send:

Use assigned signer fields and send the selected part or parts through signNow.

Onboard the team:

Share approved templates and permissions so departments follow the same selection process.

Begin the seven-day trial:

The signNow free trial lasts 7 days and requires no credit card.

Retain tax records:

Keep applicable tax records three years from filing under IRC §6501(a).

Extend substantial-understatement retention:

Keep records six years when income is understated by 25% or more.

Export completion evidence:

Preserve the signed form, certificate of completion, and audit trail together.

Review state requirements:

State retention periods may exceed federal rules; verify the applicable jurisdiction.

Privacy and disclosure pitfalls

  • Personal information placed in an unneeded part can expose data that the recipient never needed to review or retain.
  • Missing electronic consent disclosures can weaken evidence that a consumer agreed to receive this form electronically.
  • Unrestricted template access can let unauthorized users change which part is completed or alter signer assignments.
  • Combining Part 1 and Part 2 without clear labels can make review, routing, and later record retrieval difficult.

Troubleshooting selected form workflows

These answers address field selection, electronic consent, signer routing, plan limits, and evidence requirements for this multi-part form.

Upload the source file again and confirm its pages are readable. signNow can detect fillable fields, but a scanned or irregular layout may require manual field placement before sending this form.

Use signNow’s field assignment tools to place fields only in the selected part. Verify each signer’s name and email before sending, because an incorrect assignment can route Part 1 or Part 2 to the wrong person.

The Business plan includes templates, audit trails, mobile apps, and 100 signature invites per user annually. Business Premium adds bulk send, while Enterprise adds advanced signer authentication and conditional fields.

For a consumer-facing transaction, provide the electronic-record disclosure and confirm access to the electronic format before signing. ESIGN, 15 U.S.C. §7001(c), requires these consumer-consent safeguards.

signNow records signing actions in an audit trail, including timestamps and activity history. ESIGN and UETA support electronic signatures when intent, consent, attribution, and record retention can be demonstrated.

Paid signNow plans include unlimited users, but subscription plans include 100 signature invites per user annually and may charge overages. The Site License uses $1.50 per signature invite for eligible high-volume use.

ROI at a Glance

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

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13+Years in business
4.6/5Average G2 rating

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