Information Requests
Use a Information Requests template to make your document workflow more streamlined.
What information requests do
Information Requests collect defined details, approvals, or signatures from a named recipient in a trackable document workflow. With signNow, a sender uploads the request, reviews or adds fillable fields, identifies the recipient, and sends it electronically. The recipient opens the document, enters the requested information, reviews the record, and signs when required. signNow records delivery, viewing, signing, timestamps, and other audit events with the completed file. ESIGN and UETA generally recognize qualifying electronic records and signatures, subject to applicable exceptions and transaction-specific requirements.
Documents and audiences for requests
Real estate
Real estate teams can use Information Requests to gather applicant details, lease-related responses, or approvals before routing the completed file for signature and storage.
Healthcare
Healthcare organizations can use Information Requests for administrative patient forms when HIPAA safeguards, consent requirements, and access controls are addressed.
Who benefits from information requests
Information Requests can support individual contributors, regulated practices, and larger operations teams when the document’s purpose and required responses are clearly defined.
Solo consultants can send Information Requests to clients for structured answers, approvals, and signatures without managing paper copies or separate email threads. Healthcare practices can use Information Requests for patient-facing administrative forms when privacy controls, consent records, and HIPAA obligations are addressed. Enterprise operations teams can standardize recurring Information Requests with shared templates, delegated sending, role-based access, and centralized audit evidence.
These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.
Features for information requests
Information Requests workflows can combine field preparation, signer routing, electronic signatures, audit evidence, templates, and connected storage in one process.
Field detection
Upload an Information Requests file and let signNow identify fillable areas before you review names, dates, responses, and signature fields.
Signer routing
Route each request to the intended recipient by email or signing link, keeping the document workflow separate from ordinary email attachments.
Electronic signing
Collect typed, drawn, or uploaded signatures while recording the signer’s intent and completing the request electronically.
Audit trail
Keep the signed Information Requests document with timestamps, signer actions, and delivery details for later review.
Reusable templates
Use reusable templates when the same Information Requests document is sent repeatedly to customers, vendors, or internal teams.
System connections
Connect completed requests with Salesforce, Microsoft 365, Google Drive, or other named systems used for document operations.
Complete information requests online
Use signNow to prepare the document, route it to the right signer, and preserve the completed request with its signing history.
Upload document:
Upload the Information Requests document to signNow. Check fields:
Review detected fields and add missing signer fields. Send request:
Enter signer details and send the request. Sign online:
Signer reviews the request and adds an e-signature. Archive record:
Store the completed document with its audit trail.
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Recommended information request setup
Configure the workflow around signer identity, signature evidence, document protection, and the retention rule applicable to each Information Requests record.
| Setting | Recommendation |
|---|---|
| Authentication method | Email link with SMS verification |
| Signature type | Typed or drawn electronic signature |
| Audit trail | Capture timestamps and signer actions |
| Document retention | Apply the governing record rule |
| Encryption | TLS 1.2/1.3 and AES-256 |
How the audit trail records requests
The audit trail documents who handled an Information Requests file, what happened during signing, and how the completed record can be reviewed or exported.
Authenticate signer:
Capture timestamp:
Hash document:
Seal record:
Track activity:
Retrieve evidence:
Platform requirements for information requests
Prepare and sign Information Requests through signNow on Windows or macOS using Chrome, Firefox, Safari, or Edge. The signNow mobile apps support iOS and Android, allowing recipients to review and sign from supported mobile devices.
Browsers Chrome, Firefox, Safari, Edge Desktop systems Windows and macOS desktops Mobile systems iOS and Android mobile apps
Organizations using Information Requests should manage access on approved devices, configure user provisioning, and confirm browser security policies before sending. Teams needing connected workflows can use API access or named integrations, while regulated deployments should configure authentication, retention, and certificate requirements according to the applicable record policy.
Record-keeping practices for requests
Retention and record-keeping depend on what an Information Requests document records, who uses it, and which rule governs the underlying transaction.
Classify each completed request
Preserve the audit evidence
Protect sensitive request records
Review templates before reuse
Security for information requests
Encryption controls:
Security certification:
Information security:
Health data protection:
Electronic signature law:
Privacy frameworks:
Challenges when managing requests
Unclear request ownership can send Information Requests to the wrong recipient or leave required responses without an accountable reviewer. Missing signer, date, or response fields can make a completed Information Requests document difficult to interpret or validate. Email-only routing may provide insufficient assurance when the request contains sensitive personal, financial, or health information. Failure to preserve the signed file and audit trail can weaken the record’s usefulness during an internal review or dispute.
Limits and state-specific formalities
Notary required
Excluded documents
Court exclusion
Deed formalities
Notice exclusion
Legal standing of information requests
For U.S. business transactions, an Information Requests record may be enforceable when the signer intends to sign, consents to electronic records, can be identified, and the record remains reproducible. ESIGN, 15 U.S.C. ch. 96, and UETA generally support that framework. Wills, codicils, family law decrees, and certain court filings remain excluded.
Troubleshooting information requests
Resolve field, plan, privacy, and legal-signature questions by checking the document setup, selected signNow plan, and applicable U.S. requirements.
Upload the Information Requests file again, then review whether required fields were detected. signNow Business includes templates and audit trails; manually add any missing response, date, or signature fields before sending.
The signNow Business plan is listed at $8/user/month with annual billing, while month-to-month pricing is $20/user/month. Confirm the selected billing term and plan before assigning users or preparing recurring request workflows.
Bulk sending is included with Business Premium, listed at $15/user/month with annual billing. If a recurring Information Requests workflow requires bulk send, verify the plan rather than assuming Business includes that feature.
HIPAA compliance requires a business associate agreement with signNow. Confirm that the Information Requests workflow handles protected health information, execute the BAA where required, and apply appropriate access and retention controls.
ESIGN and UETA generally support electronic signatures when intent, consent, attribution, and record reproduction requirements are met. Consumer-facing records may also require the disclosure and access steps in 15 U.S.C. §7001(c).
The signNow Site License is listed at $1.50 per signature invite and is designed for usage-based volume with unlimited users. Subscription plans include 100 signature invites per user per year, with overage fees.
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