That Is, What You See Is What You Get Form
Use a That Is, What You See Is What You Get template to make your document workflow more streamlined.
What this form does
That Is, What You See Is What You Get Form is a document that presents information in the same format users see when completing or reviewing it. Its purpose depends on the underlying transaction, because the supplied name does not identify an issuing agency, statutory form number, filing deadline, or required fields. In signNow, a sender uploads the document, reviews detected fillable fields, assigns recipients, and sends it for completion. Signers review the displayed content, provide required information and signatures, and receive a completed copy with an audit trail. Confirm any transaction-specific legal requirements before relying on it.
Who benefits from this workflow
The form is most useful when several people must review, complete, or sign the same visible document.
Solo consultants can use the form to collect client-provided information and signatures in one controlled document, avoiding email attachments and preserving a dated completion record for each engagement. Small service businesses can route the form to customers, managers, and contractors in sequence, using reusable signNow templates when the same information and approval steps recur. Enterprise operations teams can connect the form workflow to systems such as Salesforce, NetSuite, or Microsoft 365, while administrators manage permissions, audit trails, and retention policies.
These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.
Complete and sign the form
Use signNow to prepare the document, route it to each signer, and preserve the completed record.
Upload the form:
Upload the completed document to signNow and review detected fields. Assign signers:
Add signer names, email addresses, and required signature fields. Send for signing:
Send the form through signNow for secure electronic completion. Store records:
Download the completed copy and retain its audit trail.
How the signNow workflow works
The workflow keeps the visible document aligned with the information each recipient must provide and sign.
Upload document: Upload the source file into signNow. Check fields: Review detected fields and correct placement. Route signers: Assign recipients and send for completion. Store evidence: Download the signed copy and audit trail.
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Recommended workflow configuration
Configure the document around signer identity, evidence preservation, and the retention rule that applies to the underlying transaction.
| Setting | Recommendation |
|---|---|
| Authentication method | Email link with SMS OTP |
| Signature type | Typed or drawn electronic signature |
| Audit trail | Enable document history and export |
| Document retention | Follow the underlying transaction rule |
| Encryption | TLS 1.2/1.3 and AES-256 at rest |
Features that support completion
signNow combines field preparation, signer routing, audit evidence, and record handling for this document workflow.
Field detection
Upload the named document and compare signNow’s detected fields against the source before sending it to recipients.
Signer assignment
Assign each required field to a specific signer so responsibility for completion remains clear.
Signing workflow
Send the document by email and monitor each recipient’s completion status from one workflow.
Audit trail
Capture signer actions, timestamps, and document history in an audit trail for later review.
Reusable templates
Use templates when the same version of this document recurs with consistent fields and signer roles.
Mobile signing
Complete the form from signNow mobile apps when recipients need to review or sign away from a desk.
Signer authentication and evidence
PKI certificates:
X.509 certificates:
Two-factor authentication:
SMS OTP:
ID verification:
Audit evidence:
Platform requirements for signing
Open the form in Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides iOS and Android apps for reviewing, completing, and signing the document from a mobile device.
Browsers Chrome, Firefox, Safari, Edge Desktop systems Windows and macOS desktop access Mobile apps iOS and Android signNow apps
Organizations should manage access through approved devices and user permissions. Enterprise deployments may also require SSO provisioning, API access, and retention controls aligned with the underlying document’s business, privacy, or regulatory requirements. Confirm that each signer can access the final document and audit trail format.
Issues to check before signing
A vague document name can hide whether the file has an issuing agency, required fields, or a legally mandated filing method. Exposing personal information in email attachments can disclose data to unintended recipients before the form reaches its authorized signer. Missing electronic-consent language may weaken evidence that a consumer agreed to receive or sign the record electronically. Overbroad permissions can allow unauthorized users to edit, send, download, or delete the completed document.
Best practices for this document
Because this title does not identify a specific agency or statutory form, validate the document’s source before applying any deadline, retention period, or filing rule.
Verify the document’s source and purpose
Review every detected field
Preserve the signed record and audit trail
Document electronic consent clearly
Legal standing and evidence
For a U.S. business transaction, an electronic record may be enforceable when the signer shows intent, consents to electronic records, can be identified, and the record can be retained and reproduced. ESIGN, 15 U.S.C. chapter 96, and applicable state law, including UETA or New York ESRA, provide the framework. Wills, court orders, and other statutory exceptions require separate review.
Troubleshooting form completion
Resolve field, signer, consent, plan, and recordkeeping questions before treating the completed document as final evidence.
Upload the source file again and compare the detected fields with the original. signNow’s Business plan includes templates and audit trails, but field detection still requires human review when the document has unusual layout or scanned pages.
Verify that every required signer has the correct email address and that the recipient order matches the transaction. signNow can route the document sequentially, while an administrator can resend or update an invitation without changing completed signer actions.
Use SMS OTP or another configured authentication method when email-only attribution is insufficient. Under ESIGN and UETA, enforceability also depends on intent, electronic consent, attribution, and retention—not on a signature image alone.
For a consumer-facing transaction, provide the ESIGN disclosure under 15 U.S.C. §7001(c), including paper-record rights, access capability, and withdrawal procedures. signNow can capture the electronic workflow, but the business remains responsible for the disclosure.
Business is listed at $8 per user per month when billed annually, with a seven-day free trial and 100 signature invites per user per year. Business Premium is $15 annually and adds bulk send and kiosk mode.
Export the completed document and audit trail from signNow, then store them under the applicable business or regulatory schedule. The supplied form name identifies no agency-specific retention period, so do not assume one from the title.
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