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When Person Not Present Form

Use a WHEN PERSON NOT PRESENT template to make your document workflow more streamlined.

What this form is and how it works

The When Person Not Present Form is used when a required participant must complete and sign a document without being physically present. In signNow, the sender uploads the form, reviews automatically detected fillable fields, assigns each field to the correct signer, and sends an email request or signing link. The recipient reviews the record, provides consent where required, and signs electronically. SignNow preserves the completed document and audit trail. ESIGN and UETA generally support electronic signatures, but notarization, witness, filing, and document exclusions remain governed by applicable federal and state law.

Who uses this form

Remote business

Organizations use this form when a required signer cannot attend the signing session, including remote business, healthcare, legal, and property workflows.

Distributed teams

Teams can send the form by email or signing link, then retain the completed document and audit trail for internal records.

How the remote signing flow works

The sender prepares the When Person Not Present Form, then signNow manages field assignment, delivery, signing, and evidence collection.

  • Upload: Upload the form
  • Review: Confirm detected fields
  • Assign: Assign the remote signer
  • Archive: Store the signed record

Complete the form in four steps

Prepare the When Person Not Present Form, assign the correct signer, and preserve evidence of completion in signNow.

  • Upload form:

    Upload the completed When Person Not Present Form.
  • Check fields:

    Review detected fields and add signer assignments.
  • Send request:

    Send the form through signNow.
  • Archive record:

    Store the signed record and audit trail.
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Challenges with when person not present forms

  • Missing signer details can prevent the form from reaching the correct person when the signer is not physically present.
  • A vague signing request can leave recipients unsure which fields belong to them or whether supporting documents are required.
  • Without an audit trail, parties may struggle to show who signed, when consent was given, and whether the completed record changed.
  • Using an electronic signature without checking state-specific notarization or document exclusions can affect enforceability.

What the audit trail records

The audit trail documents the remote signing event separately from the form’s substantive answers and attachments.

01

Authenticate signer:

Captures the signer’s authentication event.
02

Capture timestamp:

Records each signing action’s time.
03

Record document:

Associates the completed document with signing evidence.
04

Seal history:

Preserves the action history for review.
05

Confirm completion:

Tracks completion and recipient activity.
06

Export evidence:

Exports the audit trail with the signed form.

Security for signed form records

Encryption:

TLS 1.2/1.3 and AES-256

Security report:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health data:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Privacy controls:

GDPR and CCPA compliant

Preserve the form and signing record

Use a controlled workflow that connects the signed form, signer evidence, and retention decision without assuming every transaction follows the same rule.

Export the completed record with evidence

Keep the completed form and its audit trail together. The record should show signer identity, consent, timestamps, and the final document so the parties can reproduce what was signed.

Verify signer attribution before filing

Use signNow’s audit trail to preserve the sending, viewing, signing, and completion events. Review the recipient address and authentication method before relying on the record in a dispute.

Match retention to the transaction

Apply a retention period based on the underlying transaction. Federal rules differ by record type, so confirm the applicable agency or state requirement rather than assigning one universal period.

Restrict access to sensitive records

Limit access to the form and audit trail to authorized personnel. HIPAA-covered workflows require safeguards for protected health information and a business associate agreement with signNow.

Platform requirements for signing

Complete the When Person Not Present Form in Chrome, Firefox, Safari, or Edge on Windows or macOS. Signers can also use signNow mobile apps on iOS or Android with a TLS 1.2/1.3 connection.

  • Supported browsers Chrome, Firefox, Safari, Edge
  • Operating systems Windows, macOS, iOS, Android
  • Secure connection TLS 1.2/1.3 connection required

Enterprise deployments may also require managed devices, SSO provisioning, API access, or certificate configuration. Confirm those requirements with the organization’s administrator before sending a form containing regulated or confidential information.

Connect the form to business systems

Named signNow integrations can route this form from operational systems into signing, storage, and record-management workflows.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Troubleshoot signing and compliance issues

These answers address field assignment, signer access, electronic-signature validity, plan selection, and record retention for this form.

Upload the When Person Not Present Form as a PDF, then review signNow’s detected fields. If a field is missing, add it manually and assign it to the correct recipient before sending.

Use the signNow Business plan for legally binding eSignatures, templates, and audit trails. Business Premium adds bulk send, while Enterprise adds advanced signer authentication and conditional fields.

ESIGN and UETA generally recognize electronic signatures when intent, consent, attribution, and record retention are demonstrated. Consumer transactions also require the disclosure and access procedures in 15 U.S.C. §7001(c).

If the signer cannot access the request, verify the email address, resend the invitation, or generate a signNow signing link. For sensitive forms, add SMS authentication or another available identity check.

A completed form does not replace a legally required notary, witness, or in-person filing. Wills, court filings, family law decrees, and other ESIGN exclusions require separate legal review.

SignNow records signing events in an audit trail, including timestamps and action history. Export the completed document and audit trail together, then apply the retention rule for the underlying transaction.

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