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Permitted Uses, Prohibited Uses, Activities Or Events Form

Use a Permitted Uses, Prohibited Uses, Activities Or Events template to make your document workflow more streamlined.

What this form records and controls

The Permitted Uses, Prohibited Uses, Activities Or Events Form records which uses or activities are allowed, which are prohibited, and which events require review or approval. It gives the parties a written record of the decision, responsible signer, effective date, and related conditions. With signNow, a sender uploads the form, reviews detected fillable fields, assigns signature or date fields, and sends it to the designated signer. The completed PDF, timestamps, signer actions, and audit trail can then be stored together. ESIGN and UETA support electronic records when intent, consent, attribution, and reliable retention are established.

Who uses this form and why

Compliance teams

Compliance teams use the form to document approved uses, restricted activities, review conditions, and responsible approvers before work begins.

Operations and legal

Operations and legal teams use the form to record business permissions, prohibited conduct, event approvals, and signer accountability.

Features for completing this form

signNow organizes the form’s permitted-use decisions, prohibited-activity acknowledgments, approvals, and supporting evidence in one electronic workflow.

Field mapping

Upload the current PDF and place signature, date, initials, and acknowledgment fields where each party must complete the permitted-use decision.

Role assignment

Assign fields to named recipients so the person approving an activity cannot accidentally complete a field reserved for another reviewer.

Signer routing

Route the form in a defined order when one reviewer must evaluate prohibited uses before a final approval is requested.

Audit trail

Preserve timestamps, signer actions, and the completed PDF together so the decision can be reconstructed during an internal review.

Reusable template

Use reusable templates when the same permitted-use categories, prohibited activities, and approval fields recur across transactions.

Mobile access

Access the workflow through signNow mobile apps when staff need to complete or review the form away from the office.

Complete this form in signNow

Use this sequence to prepare, sign, and preserve the Permitted Uses, Prohibited Uses, Activities Or Events Form.

  • Upload form:

    Upload the current form PDF.
  • Check fields:

    Review detected fields and add missing signature, date, or acknowledgment fields.
  • Assign recipients:

    Assign each field to the responsible signer.
  • Send form:

    Send the form and monitor completion.
  • Store records:

    Download the signed PDF and audit trail.
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Recommended workflow setup

Configure the form around signer identity, documented intent, restricted access, and retention appropriate to the underlying record.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with signing intent
Audit trailCapture timestamps and signer actions
Document retentionSix years for HIPAA records
EncryptionTLS 1.2/1.3 and AES-256

What the audit trail records

The audit trail links the form’s permitted-use decision to signer identity, field actions, timestamps, the completed PDF, and retained evidence.

01

Authenticate signer:

Record the signer’s email and authentication event.
02

Timestamp event:

Capture the exact signing timestamp.
03

Log actions:

Record each field completion and action.
04

Seal document:

Preserve the completed document version.
05

Export evidence:

Retrieve and export the audit trail.
06

Archive record:

Store the form with restricted access.

Risks of mishandling this form

Incomplete audit trail

Weak evidence

Unclear signer consent

Disputed intent

Excessive document access

Unauthorized disclosure

Excluded document type

Invalid transaction

Record-keeping practices for this form

Retain the completed form, signer evidence, and audit trail according to the record type, applicable regulation, and state-law requirements.

Match retention to applicable records

Keep the completed form and audit trail together. For health information, retain records for 6 years from creation or the last effective date under 45 CFR §164.530(j). Apply the longer period when state law or contract requirements control.

Export the audit trail

Export the signed form and certificate of completion after every transaction. Preserve signer identity evidence, timestamps, IP details, and the completed document in a controlled repository with restricted editing and deletion rights.

Apply a consistent naming scheme

Use a consistent filename containing the form name, transaction purpose, signer, and completion date. This makes permitted-use decisions traceable without exposing unnecessary personal information in the document title.

Document post-signing review

Review completed forms periodically for unauthorized activities or events. Restrict access by role, document the reviewer’s decision, and preserve the review record with the signed form and audit trail.

Authentication and certificate controls

Signer authentication:

Email verification link

Two-factor authentication:

SMS OTP available

ID verification:

Identity checks available

Digital certificates:

PKI certificates supported

Certificate format:

X.509 certificate standard

Signing evidence:

Audit timestamps captured

Connect this form to business systems

Connect signNow with CRM, ERP, storage, and project systems to route this form, preserve its audit trail, and keep approval records with the related business transaction.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Troubleshooting this form workflow

Resolve field, signer, consent, plan, and retention issues before relying on a completed Permitted Uses, Prohibited Uses, Activities Or Events Form.

Upload the original PDF again and check whether fields are flattened, password-protected, or image-only. signNow can detect fillable areas, but a scanned form may require manually placed text, date, and signature fields before sending.

Use signNow’s recipient routing and confirm that every required signature, date, and acknowledgment field has an assigned signer. A recipient cannot complete fields assigned to another party unless the workflow is deliberately reordered.

Business is priced at $8 per user per month with annual billing and includes legally binding eSignatures and audit trails. Business Premium is $15 and adds bulk send, while Enterprise is $30 and adds advanced signer authentication.

For consumer-facing records, ESIGN requires disclosure of the right to receive paper records, access to the electronic format, and a withdrawal procedure under 15 U.S.C. §7001(c). Configure and present those disclosures before requesting consent.

signNow states that it is ESIGN- and UETA-compliant, but those frameworks do not make every document electronically signable. Wills, court orders, family-law decrees, and other statutory exceptions require separate legal handling.

Restrict completed forms and audit trails by role, export them to controlled storage, and apply the retention rule for the underlying record. HIPAA records require six years under 45 CFR §164.530(j) when PHI is involved.

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

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