Under The Contract Form

Use a Under The Contract template to make your document workflow more streamlined.

What the Under The Contract Form does

The Under The Contract Form is a business agreement used to record terms between contracting parties and obtain their signatures. In signNow, upload the document, let the platform detect fillable fields, review or add signature and date fields, then assign each signer and send the form. Signers can review the exact contract before applying an electronic signature. The completed agreement is stored with an audit trail showing signing events and document history. U.S. enforceability depends on intent, consent, attribution, record retention, and applicable state law under ESIGN or UETA.

Business agreements

Legal teams and business owners use the Under The Contract Form for agreements requiring clear obligations, signer attribution, and a retrievable completion record. They can assign signing order, preserve the signed contract with its audit trail, and apply access controls to reduce disputes over terms or execution.

Operational contracts

Procurement, sales, construction, and service teams use the form to obtain approvals and signatures without circulating paper copies. The document can be completed on desktop or mobile, then connected to storage or operational systems for controlled follow-up.

Field detection

Upload the Under The Contract Form and review automatically detected fields before adding missing signature, date, or text fields. This reduces manual preparation while keeping the sender responsible for confirming every field matches the agreement.

Signer routing

Assign each contract field to a named signer and set the required signing order. Role-based assignments help prevent a counterparty, witness, or internal approver from completing another person’s obligations.

Audit trail

Capture timestamps, IP information, signer actions, and document history in an audit trail. The resulting evidence helps connect the completed contract with the people and events involved in execution.

Flexible delivery

Send the contract through email or a shareable signing link, allowing parties to review and sign without exchanging paper copies. The sender can track progress and preserve the final agreement.

Reusable templates

Use templates for recurring versions of the Under The Contract Form while preserving the approved field layout. Teams can reduce repetitive preparation and apply a consistent signing sequence to repeat transactions.

Business integrations

Connect completed contracts with systems such as Salesforce, NetSuite, Google Drive, Box, or Procore. Storage and operational records can remain aligned without manually moving every signed agreement.

How the contract workflow works

The signNow workflow moves the Under The Contract Form from an uploaded document to a signed, traceable record.

Upload form: Upload the Under The Contract Form
Review fields: Auto-detect and review fillable fields
Send contract: Send the contract to each signer
Store record: Store the completed record with its audit trail

Steps to complete the contract online

Prepare the Under The Contract Form in signNow, verify every field, and preserve the completed agreement with its signing evidence.

Upload form:
Upload the completed contract file
Check fields:
Review detected fields and add missing ones
Assign signers:
Assign signers, roles, and signing order
Send contract:
Send the Under The Contract Form
Save evidence:
Download the signed record and audit trail

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Setting	Recommendation
Authentication method	Email verification with SMS OTP
Signature type	Typed or drawn electronic signature
Audit trail	Capture timestamps, IP, and actions
Document retention	Apply the governing record rule
Encryption	AES-256 at rest and TLS 1.2/1.3 in transit

Signer authentication for contract execution

PKI signatures:

PKI-based signature support

X.509 certificates:

Certificate-based document integrity

Two-factor authentication:

Additional signer verification

SMS OTP:

One-time code delivery

ID verification:

Identity evidence checks

Authentication controls:

Signer access controls

Authenticate signer:

Records the signer’s authentication event

Capture timestamp:

Captures signing time and event sequence

Record document hash:

Associates the completed contract with document integrity data

Seal document:

Preserves changes through tamper-evident completion records

Track signing activity:

Logs IP address and signer actions

Retrieve audit trail:

Exports the certificate and audit history

Platform requirements for contract signing

The Under The Contract Form can be prepared and signed through signNow in supported desktop browsers, including Chrome, Firefox, Safari, and Edge, on Windows or macOS. signNow also provides mobile apps for iOS and Android, allowing signers to review and complete the contract away from a desk.

Supported browsers Chrome, Firefox, Safari, and Edge
Desktop systems Windows and macOS desktop access
Mobile apps iOS and Android mobile apps

Use managed Windows, macOS, iOS, or Android devices when contract information requires organizational controls. Before deployment, confirm browser updates, mobile access policies, identity verification requirements, storage permissions, and any API or single sign-on configuration needed to connect completed Under The Contract Forms with business systems.

Recordkeeping practices for signed contracts

Retain each completed Under The Contract Form according to the transaction, industry, and applicable federal or state rule.

Match retention to the contract’s legal purpose

Keep the signed contract and its audit trail together for the entire applicable recordkeeping period. For tax-supporting contract records, retain them at least three years from filing under IRC §6501(a), and extend retention when another applicable rule requires it.

Export the audit trail after completion

Export the completed contract, certificate of completion, and audit trail after signing. Confirm that the exported files open correctly, preserve signer events, and use consistent naming so a reviewer can connect the agreement to its parties and transaction.

Archive signed contracts securely

Store the signed contract in an access-controlled repository with encryption at rest and a documented deletion process. Limit downloads to authorized personnel, especially when the agreement contains financial, employment, health, or identity information.

Document the governing retention rule

Review retention requirements before sending an Under The Contract Form. HIPAA-covered records require six years under 45 CFR §164.530(j), while employment-related payroll records require three years under 29 CFR §516.5 when those rules apply.

Retention periods for contract records

The correct retention period depends on what the Under The Contract Form documents and which federal or state rule governs that record.

Three years from filing

Apply IRC §6501(a) to tax-supporting agreements.

Six years from creation

Use six years for HIPAA-covered records.

Three years for payroll records

Retain payroll-related records under 29 CFR §516.5.

Five years after reporting year

Keep OSHA injury records under 29 CFR §1904.33.

Thirty years for exposure records

Keep OSHA exposure records under 29 CFR §1910.1020.

Privacy and disclosure pitfalls

Including unnecessary Social Security numbers, bank details, or health information increases exposure if the contract is shared beyond its intended audience.
Failing to capture electronic consent can weaken evidence that a consumer agreed to receive and sign the contract electronically under 15 U.S.C. §7001(c).
Sending the contract from a shared account can make signer attribution and internal responsibility harder to establish during a dispute.
Leaving completed contracts in personal inboxes can break retention controls and prevent consistent access, export, or deletion management.

Connect contract signing to business systems

Salesforce, Microsoft Dynamics 365, NetSuite, Google Drive, Box, and Procore can connect contract workflows with customer, finance, storage, and project records.

Troubleshooting contract completion and signing

These answers address field detection, signer assignment, plan capability, electronic consent, retention, and protection for the Under The Contract Form.

Upload the original Under The Contract Form again and inspect its file structure. signNow can auto-detect fillable fields, but scanned or unusual PDFs may require manually adding text, date, and signature fields before sending.

Use signNow’s field assignment and role controls to ensure every required signer receives the correct fields. Review the signing order before sending, especially when the contract requires sequential approval or countersignature.

Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month when billed annually. Business Premium is $15/user/month annually and adds bulk send and kiosk mode.

For consumer-facing electronic records, provide the disclosures required by 15 U.S.C. §7001(c), including paper-record rights, electronic-access capability, and withdrawal procedures. signNow’s audit trail can preserve transaction evidence but does not replace the disclosure.

Export the completed contract and certificate of completion from signNow, then store them under the retention rule governing the transaction. IRC §6501(a) generally uses three years for tax records, while other applicable rules may require longer retention.

signNow encrypts data in transit with TLS 1.2/1.3 and at rest with AES-256. SOC 2 Type II and ISO 27001 certifications support platform controls, while the contract owner remains responsible for lawful content and access decisions.

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