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That Both Of US Would Prefer An Amicable Settlement Form

Use a That Both Of Us Would Prefer An Amicable Settlement template to make your document workflow more streamlined.

What this settlement form does

That Both Of US Would Prefer An Amicable Settlement Form is a document for recording a negotiated resolution between identified parties. It can state the settlement terms, payment obligations, release language, effective date, and signatures agreed by the parties. In a signNow workflow, the sender uploads the approved document, places or confirms fillable fields, assigns each signer, and sends it for review. Parties can sign electronically when ESIGN, UETA, and applicable state law permit. The completed form and audit trail should be retained together.

Who can use this settlement form

Legal and business teams

Legal teams and business owners can use the form for negotiated settlement agreements, mutual releases, payment terms, and related acknowledgments. Reviewers should verify party authority, consideration, governing-law language, signature requirements, and attachments before sending. signNow templates and audit trails help standardize execution without deciding whether the agreement is legally sufficient.

Settlement parties

Individuals and organizations resolving a dispute can complete the form when the underlying agreement permits electronic signing. Parties should confirm identity, consent, required disclosures, and any state-specific notarization or filing rule. Completed documents can be downloaded with the signNow audit trail for internal records or later evidence.

Choose the right settlement workflow

The form fits negotiated resolutions where authorized parties need a consistent electronic signing and record-preservation process.

  • Solo legal practitioners can prepare one approved settlement template, add the parties’ negotiated terms, and send it for sequential signatures while retaining the completed agreement and audit trail in the client matter file.
  • Small businesses can use the form to document payment arrangements, mutual releases, and dispute resolutions with vendors or customers, assigning authorized staff to send the approved version without circulating editable copies.
  • Enterprise legal departments can standardize settlement execution across subsidiaries with role-based access, shared templates, delegated sending, and signNow audit trails that support consistent record handling across high-volume matters.

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

Set up the settlement form securely

Configure authentication, signature capture, audit evidence, retention, and encryption before sending this settlement form.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailCapture timestamps, IP addresses, and actions
Document retentionRetain signed records under applicable state policy
EncryptionAES-256 at rest and TLS 1.2/1.3 in transit
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Complete the settlement form in signNow

Follow the document-specific workflow from upload through field review, signer routing, electronic signing, and record preservation.

  • Upload document:

    Upload the approved settlement document.
  • Check fields:

    Confirm fields for each party.
  • Assign signers:

    Assign signers and signing order.
  • Send form:

    Send the settlement form securely.
  • Verify completion:

    Review signatures and audit evidence.
  • Store record:

    Download and retain the completed record.

Complete the form on mobile devices

The signNow iOS app supports iOS 15 or later, while the signNow Android app supports Android 10 or later. Users can open the settlement form, review fields, capture a paper copy with the device camera, and sign from a supported mobile environment.

  • iOS app signNow iOS app on iOS 15 or later
  • Android app signNow Android app on Android 10 or later
  • Camera capture Camera capture for paper settlement documents

Mobile signing is useful when parties review the settlement form away from an office. Confirm device management, screen-lock policies, and network access before deployment. For regulated records, coordinate SSO provisioning, API access, and retention controls with the organization’s security administrator, then preserve the completed document and audit trail together.

Key features for settlement execution

Use signNow to prepare, route, authenticate, sign, and preserve this settlement form while keeping the negotiated language under human review.

Field preparation

Upload the approved settlement document, confirm its wording, and place signature, initials, date, and required text fields before assigning each party. This creates a repeatable preparation process without changing the negotiated terms.

Signer routing

Assign signing roles and sequence so each party receives the settlement form at the intended point. Role-based routing reduces accidental reassignment and helps preserve a clear record of who approved each obligation.

Signature options

Use typed or drawn signatures, with additional authentication such as SMS OTP when the parties require stronger identity evidence. The selected method should match the settlement’s sensitivity and organizational policy.

Audit evidence

The audit trail records signing activity, timestamps, and other execution details connected with the settlement form. Export it with the completed document when the agreement becomes effective.

Controlled templates

Templates help authorized teams reuse an approved settlement structure while entering matter-specific terms. Administrators can control access and delegate sending without distributing editable files broadly.

Mobile completion

signNow mobile apps allow parties to review and sign the settlement form from supported iOS and Android devices. Camera capture can help convert a paper copy into a document for processing.

Protect the settlement record

Encryption controls:

TLS 1.2/1.3 and AES-256

Security reporting:

SOC 2 Type II certification

Information security:

ISO 27001 certification

Electronic signatures:

ESIGN and UETA compliance

Protected health information:

HIPAA compliance with BAA

Signing evidence:

Audit trails with timestamps

Connect settlement signing to business systems

Connect the settlement workflow with Salesforce, Microsoft 365, Google Drive, Box, NetSuite, or approved APIs to route records and reduce duplicate entry.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Preserve the completed settlement record

Accurate preparation, controlled access, audit-trail export, and rule-based retention help preserve the settlement’s evidentiary value after signing.

Review every settlement term before sending

Before sending, compare every party name, settlement term, payment reference, date, and signature field against the approved agreement. A completed electronic signature does not correct inaccurate terms or missing attachments, so assign a reviewer before any party signs.

Export the audit trail with the record

Export the signed settlement and its signNow audit trail after completion, including the action history and signer timestamps. Store both files in a restricted repository with a filename that identifies the parties, execution date, and document version.

Apply the correct retention rule

Apply the retention rule that actually governs the settlement, such as a contract policy or applicable state requirement. Do not assume a tax, HIPAA, or employment period applies unless the document contains that regulated information.

Restrict access to sensitive settlement data

Limit access to the settlement because it may contain payment terms, addresses, or dispute-related information. Use role-based permissions, shared templates, and delegated sending only for authorized staff handling the same approved form.

Avoid settlement form privacy mistakes

  • Uploading an outdated settlement draft can cause parties to sign terms that no longer match the negotiated agreement or required attachments.
  • Leaving payment amounts, party names, or execution dates incomplete creates ambiguity that an audit trail cannot resolve after signing.
  • Sending the settlement to the wrong email address may expose private negotiation terms and undermine confidence in signer attribution.
  • Failing to preserve the signed document with its audit trail can make later proof of intent, timing, and document integrity more difficult.

Understand the form’s legal standing

A settlement form may be admissible when the parties show intent, consent, attribution, and the ability to retain and reproduce the record under ESIGN, 15 U.S.C. ch. 96, and applicable UETA or New York ESRA rules. Wills, certain court orders, and family-law decrees remain outside ESIGN’s ordinary electronic-record framework.

Why teams look for DocuSign alternatives

Troubleshoot settlement form signing

Resolve field, authentication, plan, disclosure, exclusion, and retention questions before relying on a completed settlement record.

Upload the original settlement document again, then confirm that signature, date, and party fields are visible before sending. signNow Business includes templates and audit trails; field detection does not replace a legal review of the agreement’s wording or required attachments.

A signNow Business plan costs $8 per user monthly when billed annually and includes templates, audit trails, and legally binding eSignatures. Business Premium adds bulk send at $15 per user monthly annually; choose it only when sending this form repeatedly.

Use SMS OTP or another available authentication control when the parties need stronger attribution than an email link. ESIGN and UETA focus on intent, consent, attribution, and record retention; signNow’s audit trail preserves signing events supporting those elements.

Consumer-facing electronic records may require an ESIGN disclosure explaining the right to paper records, electronic access, and consent withdrawal under 15 U.S.C. §7001(c). Add the disclosure before sending when the settlement involves a consumer transaction.

Do not use electronic signing alone for wills, codicils, testamentary trusts, or specified court and family-law filings. ESIGN’s exceptions apply regardless of signNow features, so confirm the settlement’s legal classification under applicable state law.

Export the completed document and audit trail after all parties sign, then store them together under the organization’s retention policy. signNow provides audit trails; the applicable contract, state, tax, or industry rule determines how long records remain available.

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