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Hereinafter Referred To As Grantor, Does Hereby Sell, Convey, And Form

Use a , Hereinafter Referred To As Grantor, Does Hereby Sell, Convey, And template to make your document workflow more streamlined.

What this conveyance form does

This form is a conveyance instrument in which a grantor transfers, sells, or conveys an identified interest to another party. Its legal effect depends on the property description, parties, operative transfer language, signatures, acknowledgment, and state recording rules. signNow can help prepare, route, and evidence electronic signatures where permitted, but it does not replace a required notary acknowledgment or county filing. ESIGN and UETA may recognize electronic records, while wills, court orders, and family-law decrees remain excluded or separately regulated.

Key features for conveyance documents

signNow supports the document preparation, signer routing, audit evidence, and storage steps involved in this specific conveyance instrument.

Document integrity

Upload the conveyance instrument, place fields for grantors and grantees, and preserve the legal description without retyping it. This reduces transcription risk while keeping the original document layout available for review.

Signer routing

Route the instrument to each named signer in a defined order. Role-specific fields help distinguish grantor signatures, acknowledgments, dates, and initials before the final file is completed.

Audit trail

Capture delivery, access, signing, and completion events in an audit trail. The resulting record helps establish who interacted with the document and when, subject to applicable recording requirements.

Reusable templates

Use templates for recurring conveyance packages while requiring review of parties, property descriptions, and state-specific acknowledgment language. Reusable structure can shorten preparation without replacing legal review.

Flexible signing

Collect signatures through supported web or mobile workflows when electronic execution is permitted. Keep notarization and county submission steps separate when the jurisdiction requires them.

Controlled storage

Store the completed instrument and audit trail together in a controlled record set. Integrations with Google Drive, Box, or Egnyte can help organize transaction documents after completion.

Recommended setup for conveyance documents

Configure signer identity, execution evidence, encryption, and retention around the deed’s state and county requirements.

SettingRecommendation
Signer authentication methodEmail invitation with SMS OTP
Signature typeElectronic signature where state law permits
Audit trailExport completion certificate with final PDF
Document retentionRetain under transaction and state rules
EncryptionTLS 1.2/1.3 and AES-256

Steps to complete this conveyance form

Use signNow to prepare and document the signing event, then complete any legally required notarization and recording steps separately.

  • Upload document:

    Upload the completed conveyance document.
  • Add required fields:

    Place grantor, grantee, date, and acknowledgment fields.
  • Route signatures:

    Send the document to named signers.
  • Review evidence:

    Review the signed PDF and audit trail.
  • Record separately:

    Submit through the required recording process.
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How the conveyance audit trail works

The audit trail records technical evidence around this form’s signing event without replacing notarization, county recording, or legal review.

01

Authenticate signer:

Records the signer’s authentication event and access details.
02

Capture timestamps:

Captures signing and completion timestamps for each participant.
03

Hash document:

Associates the completed document with integrity evidence.
04

Seal record:

Seals the completed record against unnoticed changes.
05

Log actions:

Preserves signer actions in chronological order.
06

Export evidence:

Exports the audit trail with the final PDF.

Retention periods for signed records

Retention depends on the transaction, industry, and contents of the conveyance file. Apply the rule that actually governs the record, and check state requirements.

01

Three years: federal tax records

IRC §6501(a) sets the federal assessment period for tax records; state transaction rules may require longer retention.
02

Six years: substantial tax understatement

IRC §6501(a) provides six years when income is understated by 25% or more.
03

Six years: HIPAA-covered records

45 CFR §164.530(j) requires six years for HIPAA-covered records when the conveyance file contains protected health information.
04

Six years: broker-dealer records

17 CFR §240.17a-4 requires six years for specified broker-dealer books and records, when applicable.
05

Three years: FLSA payroll records

29 CFR §516.5 requires three years for covered payroll records connected to the transaction.

Document retention practices for conveyance records

Preserve the signed instrument, notarization evidence, audit trail, and recording materials as one transaction record.

Retain deed records with recording evidence

Set a retention schedule based on the transaction and state recording rules. A real-estate deed generally requires a notary acknowledgment in every state, while county recording offices may impose additional submission and indexing requirements. Preserve the signed instrument, acknowledgment, recording evidence, and audit trail together.

Export the audit trail with the instrument

Export the completed signNow audit trail with the signed deed or conveyance instrument. Keep signer identity evidence, timestamps, delivery records, and signing events together so the transaction record can be reviewed without relying solely on an active account.

Archive final copies securely

Protect property and party information in a controlled archive. Restrict access by role, use encrypted storage, and maintain an unchanged final copy after recording. Do not overwrite earlier drafts, acknowledgments, or county-returned versions when the transaction is amended.

Check state and county requirements first

Confirm the applicable state and county requirements before relying on electronic execution. ESIGN and UETA support electronic records for many transactions, but wills, court filings, and notarization requirements remain outside that general rule.

State rules and document exclusions

Notarization

May require acknowledgment

Wills

Excluded from ESIGN

Deed filing

Recording rejection possible

State witnesses

Witness rules vary

Security for conveyance signers

PKI:

Public-key infrastructure support

X.509 certificates:

Certificate-based document identity

Two-factor authentication:

Additional signer verification

SMS OTP:

One-time code delivery

ID verification:

Identity evidence for signers

Audit trail:

Recorded signing events

Integrations for conveyance records

Connect signed conveyance instruments with storage, property operations, and business systems while preserving the transaction’s final document and audit evidence.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Platform requirements for signing

Prepare and review this conveyance instrument in Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides mobile apps for iOS and Android, allowing authorized participants to review and sign when electronic execution is permitted.

  • Web browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile access iOS and Android mobile apps

Teams handling property transactions should use managed devices, role-based access, and controlled storage for final instruments and audit trails. Confirm API, SSO, certificate, and notarization requirements separately with the title company, county recorder, or state authority before submission.

Challenges when preparing conveyance records

  • Leaving the legal description incomplete can create uncertainty about the property or interest being conveyed and may lead to recording rejection or later disputes.
  • Sending a deed for electronic signature without checking state acknowledgment rules can produce a signed instrument that still lacks the notarization required for recording.
  • Granting broad access to property and personal information can expose sensitive transaction data beyond the parties, title professionals, or authorized reviewers.
  • Failing to preserve the final PDF, audit trail, acknowledgment, and recording evidence together can make later verification of the conveyance unnecessarily difficult.

Troubleshooting conveyance form workflows

Resolve signing, notarization, recording, and plan questions before submitting this conveyance instrument.

Upload the exact conveyance document as a PDF and confirm each grantor, grantee, legal-description, acknowledgment, and signature field. signNow Business includes templates and audit trails; it does not determine whether a county recorder accepts an electronically signed or notarized deed.

A deed acknowledgment generally requires a notary acknowledgment in every state, with witness rules varying by jurisdiction. signNow can coordinate electronic signing where permitted, but verify state law and county recording requirements before treating the completed file as recordable.

The Business plan is $8 per user per month with annual billing and includes legally binding eSignatures, templates, and audit trails. Business Premium is $15 and adds bulk send; Enterprise is $30 and adds advanced signer authentication.

For a consumer signer, obtain electronic-record consent and confirm access to the electronic format under ESIGN, 15 U.S.C. §7001(c). Use signNow’s signing workflow and audit trail, but retain any required paper or notarized record separately.

If a signer cannot open the document, check the invitation address, resend the signing request, and confirm browser access. signNow supports web and mobile signing; the sender should verify that the final PDF preserves the legal description and acknowledgment pages.

Do not use this workflow for wills, codicils, testamentary trusts, family-law decrees, or court orders. ESIGN’s exclusions apply, and state recording rules may separately require notarization, witnesses, paper presentation, or county-specific formatting.

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