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Glue Form

Use a Glue template to make your document workflow more streamlined.

What Glue Form is and how it works

Glue Form is a business document that can be completed, signed, and returned electronically when its issuer and transaction permit electronic records. In signNow, upload the Glue Form, let the platform detect fillable areas, review or add fields, and assign each field to the correct signer. Signers receive an email or link, review the document, and apply their signatures. signNow records the signing event in an audit trail and stores the completed file. ESIGN and UETA generally recognize qualifying electronic signatures, but exclusions and state-specific requirements still apply.

Who can use Glue Form

Business operations

Businesses use Glue Form for contracts, approvals, and operational records when participants need a traceable electronic signing process. Teams should confirm the document’s legal purpose, required fields, signer authority, and any consumer disclosure obligations before sending it.

Regulated teams

Legal, financial, healthcare, and construction teams can route Glue Form through role-based signing workflows. Healthcare organizations handling PHI must apply HIPAA controls and maintain a business associate agreement where required.

Key Glue Form features

signNow combines field preparation, signer routing, audit evidence, templates, mobile access, and documented security controls for Glue Form workflows.

Field detection

Upload Glue Form and review automatically detected fillable areas before assigning signer, date, text, or approval fields. Manual editing remains available when the source document needs corrections.

Signer routing

Route Glue Form to signers in a defined order, helping organizations collect approvals from the people authorized to complete each assigned section.

Audit trail

Capture signatures, timestamps, delivery events, and document history in an audit trail that can accompany the completed Glue Form during review.

Templates

Use reusable Glue Form templates to maintain consistent field placement, signer roles, and wording across repeated business transactions.

Mobile access

Complete Glue Form through signNow web and mobile applications when participants work from offices, job sites, or other approved locations.

Data protection

Protect Glue Form records with signNow controls that include TLS 1.2/1.3 in transit, AES-256 at rest, ISO 27001 certification, and SOC 2 Type II certification.

Platform requirements for Glue Form

Glue Form can be completed in current desktop browsers and on supported mobile operating systems using a secure TLS connection.

  • Desktop browsers Chrome and Firefox on Windows 10 or later
  • Apple computers Safari on macOS 12 or later
  • Mobile devices Safari on iOS 15 and Chrome on Android 11

Organizations using Glue Form should manage supported Windows, macOS, iOS, and Android devices through current security policies. API, SSO, certificate, and long-term-validation requirements depend on the selected signNow plan and the organization’s compliance program.

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How to complete Glue Form

Use this sequence to prepare the Glue Form, route required fields, collect signatures, and preserve the completed record.

  • Upload:

    Upload the Glue Form PDF
  • Check fields:

    Review detected fields and add missing signer, date, or text fields
  • Assign roles:

    Assign each field to the correct Glue Form participant
  • Send:

    Send the completed document for electronic signature
  • Store:

    Download the signed Glue Form with its audit trail

What the Glue Form audit trail records

signNow records the technical events that connect the signer, signing action, completed Glue Form, and retained evidence.

01

Authenticate signer:

Confirm the signer’s identity and electronic signing consent
02

Capture timestamp:

Record the signing event’s date, time, and action
03

Hash document:

Associate the completed Glue Form with document integrity evidence
04

Seal record:

Preserve the finalized file against unauthorized alteration
05

Log activity:

Record delivery, viewing, signing, and completion actions
06

Export evidence:

Retrieve or export the audit trail with the signed file

Integrations for Glue Form workflows

Connect Glue Form workflows with Salesforce, NetSuite, Microsoft 365, Google Drive, Box, Egnyte, Procore, and other named signNow integrations.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Privacy and disclosure pitfalls

  • Uploading a Glue Form with unclear fields can place a signer’s name, date, or approval in the wrong location.
  • Collecting a signature without documenting electronic consent can weaken evidence that the signer intended to complete Glue Form electronically.
  • Sharing a completed Glue Form through an unrestricted link can expose personal, financial, or contractual information.
  • Giving every team member editing access can permit unauthorized changes before Glue Form reaches its intended signer.

Retention periods for Glue Form records

Glue Form has no universal retention period; apply the rule governing the record’s actual business purpose and preserve the audit trail with the signed file.

01

Three years from filing

IRC §6501(a) generally permits assessment for three years after filing.
02

Six years for 25% understatement

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

Six years for PHI records

HIPAA 45 CFR §164.530(j) requires six years for covered records.
04

Three years for payroll records

29 CFR §516.5 requires three years for basic payroll records.
05

Five years for injury records

29 CFR §1904.33 requires five years following the injury-record year.

Record-keeping practices for Glue Form

Preserve the completed Glue Form with its audit evidence, apply the governing record rule, and restrict access throughout retention.

Apply the applicable retention period

Keep the completed Glue Form, its signing certificate, and the related audit trail together. For tax records, retain records for three years from filing under IRC §6501(a), or six years when the 25% income-understatement rule applies. State requirements may be longer.

Export the audit trail with the form

Export the signNow audit trail after Glue Form is completed and associate it with the final PDF. The record should show signer identity, timestamps, actions, and delivery history so the organization can reproduce the electronic transaction for review or dispute resolution.

Archive the signed file securely

Store Glue Form records in access-controlled archival storage with encryption at rest and in transit. Limit access to authorized personnel, preserve the original file, and record any approved retrieval or deletion decision in the organization’s retention log.

Separate healthcare records carefully

For a Glue Form containing protected health information, apply HIPAA’s six-year retention rule from creation or the last effective date under 45 CFR §164.530(j). A business associate agreement is required when signNow handles PHI for a covered entity.

Glue Form troubleshooting and FAQ

These answers address field detection, plan limits, electronic-signature validity, consumer consent, healthcare safeguards, and signer authentication for Glue Form.

Upload Glue Form as a readable PDF, then review signNow’s detected fields before sending. Add or reposition fields manually when the source file has flattened text, missing labels, or an ambiguous signature area.

The Business plan costs $8 per user monthly with annual billing and includes templates and audit trails. It does not include bulk send; signNow lists bulk send under Business Premium at $15 per user monthly annually.

A signed Glue Form can generally qualify under ESIGN, 15 U.S.C. chapter 96, and applicable UETA rules when intent, consent, attribution, and record reproduction are demonstrated. Confirm exclusions and state requirements for the transaction.

Consumer-facing electronic records require a clear paper-record disclosure, access demonstration, and withdrawal procedure under 15 U.S.C. §7001(c). Configure the disclosure before sending Glue Form to a consumer.

If Glue Form contains protected health information, signNow identifies HIPAA compliance as requiring a business associate agreement. Do not send PHI until the organization has completed the required agreement and access controls.

For stronger signer verification, use available signNow authentication options such as two-factor authentication or SMS one-time passwords. Advanced authentication availability depends on the selected plan and configuration.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
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