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This Option Is Chosen Form

Use a This Option Is Chosen template to make your document workflow more streamlined.

What this form workflow does

This Option Is Chosen Form is a document workflow in which the responsible parties enter required information, review the completed record, and sign when the form requires execution. In signNow, the sender uploads the source file, auto-detects fillable fields, assigns fields to named participants, and sends the document for completion. Signers can review and sign through a browser or mobile app. signNow then provides the completed document and audit trail for retention. Legal effect depends on the form, signer intent, consent, and applicable federal or state requirements.

Who benefits from this form workflow

The appropriate workflow depends on who supplies the form information, who signs it, and which organization retains the completed record.

  • Solo practitioners can prepare this form from a reusable template, complete assigned fields, and retain the signed document with its audit trail.
  • Small businesses can route this form between an administrator, responsible signer, and reviewer while keeping each participant’s fields and signing order distinct.
  • Enterprise teams can connect this form to Salesforce, NetSuite, or Microsoft 365 and apply controlled templates, permissions, and storage policies.

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

Key features for this form

signNow organizes this form from upload through signature, audit-trail capture, and storage while keeping responsibilities visible to each participant.

Field detection

Upload the form, detect fillable areas, and add signer fields without rebuilding the document manually. This creates a repeatable preparation process when the source form changes or multiple parties must complete defined sections.

Signer routing

Send the prepared form in a defined signing order, assign each field to its intended signer, and reduce omissions caused by unclear responsibility for taxpayer, payer, or reviewer information.

Audit trail

Capture timestamps, signer activity, and document history with the completed record. The resulting audit trail provides evidence of the signing process when the form’s execution is later reviewed.

Reusable templates

Use reusable templates for recurring versions of the form while preserving required field assignments. Template controls help teams avoid altering instructions or routing details during repeated preparation.

Mobile access

Complete the form from a desktop browser or signNow mobile app. Mobile access supports field review and signing when the responsible party is away from an office.

Integrations

Connect completed forms with named systems such as Google Drive, Box, Salesforce, or NetSuite. Storage and workflow connections reduce manual downloading and duplicate data handling.

How to complete this form

Use this sequence to prepare the document, collect required information and signatures, and preserve evidence of completion.

  • Upload form:

    Upload the source document.
  • Check fields:

    Review detected fillable fields.
  • Assign roles:

    Assign fields to signers.
  • Send document:

    Send and monitor completion.
  • Retain copy:

    Download the signed record.
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Security for this form

Data in transit:

TLS 1.2 and 1.3 protect data during transmission.

Stored document protection:

AES-256 encryption protects stored form documents.

Operational assurance:

SOC 2 Type II certification supports controlled operations.

Security management:

ISO 27001 certification supports information security management.

Electronic signatures:

ESIGN and UETA compliance supports U.S. electronic transactions.

Privacy frameworks:

GDPR and CCPA controls address privacy obligations.

Platform requirements for this form

This form can be prepared through Chrome, Firefox, Safari, or Edge on Windows 10 or macOS 12, with signNow mobile apps available for iOS and Android.

  • Browsers Chrome, Firefox, Safari, Edge
  • Desktop systems Windows 10, macOS 12
  • Mobile access iOS and Android apps

Organizations should confirm managed-device policies, browser updates, and access controls before distributing this form. API, SSO, certificate, or long-term validation requirements depend on the organization’s deployment and the document’s governing rules.

Recommended workflow settings

Use a controlled preparation, signing, and retention process that matches the form’s participants, records, and governing requirements.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailRetain certificate with completed form
Document retentionFollow the form-specific legal schedule
EncryptionTLS 1.2/1.3 and AES-256

How the audit trail records completion

The audit trail documents the signing event separately from the preparation steps, creating a record of identity, timing, document integrity, and retrieval.

01

Authenticate signer:

Records signer authentication details.
02

Capture timestamps:

Captures signing timestamps and actions.
03

Hash document:

Preserves document integrity evidence.
04

Seal record:

Creates tamper-evident completion history.
05

Export audit trail:

Supports audit-trail retrieval and export.
06

Store certificate:

Links the completed form to its certificate.

Privacy and disclosure pitfalls

  • Personal identifiers may remain visible when the completed form is shared beyond the payer, recipient, or authorized administrator.
  • Consumer-facing records require electronic-record disclosures, accessible formats, and procedures for withdrawing consent under ESIGN section 101(c).
  • Unrestricted template permissions can expose editable fields, routing details, or completed records to unauthorized team members.
  • Missing signer attribution, timestamps, or retained copies can weaken evidence when the completed form is later disputed.

Integration options for this form

Connect the completed form with CRM, ERP, collaboration, and cloud-storage systems to reduce duplicate downloads and keep signed records with the related workflow.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Pricing and plan comparison

The verified signNow figures below use annual billing; competitor prices and feature details are marked Not verified where the supplied source contains no comparable value.

FeaturessignNowDocuSignAdobe SignPandaDocDropbox Sign
Starting price$8/user/month annuallyNot verifiedNot verifiedNot verifiedNot verified
Free trial7 days, no cardNot verifiedNot verifiedNot verifiedNot verified
Bulk sendBusiness Premium includedNot verifiedNot verifiedNot verifiedNot verified
Audit trailBusiness plan includedNot verifiedNot verifiedNot verifiedNot verified
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

Troubleshooting this form workflow

These answers address field detection, plan selection, electronic-signature validity, consent, distribution, and access issues for this form workflow.

On signNow’s Business plan, upload the source file and review auto-detected fields before assigning each field to the correct participant. If detection misses a field, add it manually and test the signing order before sending.

The Business plan is listed at $8 per user per month with annual billing. Business Premium is $15 and includes bulk send; month-to-month pricing is higher than annual pricing.

signNow provides audit trails and completed records, but legal sufficiency depends on intent, consent, attribution, and retention. ESIGN and UETA generally recognize qualifying electronic signatures, subject to statutory exceptions.

For consumer-facing electronic records, ESIGN section 101(c), 15 U.S.C. §7001(c), requires disclosure of the right to paper, access to the electronic format, and procedures for withdrawing consent.

Business Premium includes bulk send for repeated distribution. If the workflow needs advanced signer authentication, Enterprise adds that capability; the appropriate plan depends on the form’s participants and risk profile.

Signers can use a browser or signNow mobile app. If a recipient cannot open the document, verify the email address, supported browser, mobile operating system, and any organization-controlled access restriction.

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