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Bill Of Lading Form

Use a Bill Of Lading template to make your document workflow more streamlined.

What a bill of lading form records

A Bill Of Lading Form records the shipment agreement and delivery information shared by a shipper, carrier, and consignee. It commonly identifies the parties, origin, destination, packages, contents, quantities, weight, handling instructions, and acknowledgment or signature details. In signNow, a sender uploads the document, reviews auto-detected fillable fields, adds the responsible signers, and sends it for completion. Each signer reviews the shipment record and signs electronically. The completed document and audit trail can then be stored for authorized operational review.

Business types using bill of lading forms

The form is most useful where multiple parties must confirm shipment contents, custody, and delivery information across separate locations.

  • Independent freight brokers use Bill Of Lading Forms to coordinate shipper, carrier, and consignee information without requiring every participant to meet at one location.
  • Regional distributors use recurring templates for warehouse dispatches, delivery acknowledgments, and customer records while preserving shipment-specific quantities, weights, and destinations.
  • Enterprise logistics teams connect standardized forms with ERP, storage, and project systems to maintain consistent shipment records across facilities, carriers, and receiving departments.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Managing shipment teams and permissions

  • Administrators can publish a controlled Bill Of Lading Form template, manage workspace access, and restrict editing rights so shipment fields remain consistent across locations and teams.
  • Delegated senders can prepare shipment-specific documents from shared templates, route them to carriers or receiving personnel, and retain completion records without granting every user administrative permissions.

Features for shipment documentation

signNow combines structured document preparation, controlled routing, mobile signing, and audit records for teams handling recurring shipment paperwork.

Structured fields

Place shipper, consignee, carrier, shipment, package, weight, and delivery fields in a repeatable layout, reducing omissions when preparing recurring bills of lading.

Signer routing

Send the completed Bill Of Lading Form to each responsible participant in sequence or together, so signatures and acknowledgments follow the company’s dispatch process.

Audit trail

Capture signer identity, timestamps, actions, and document history in an audit trail that supports later review of who completed the shipment record.

Reusable templates

Use reusable templates for recurring lanes, customers, or shipment types while preserving the fields that distinguish each individual consignment.

Mobile access

Complete shipment documents from a desktop or mobile device when warehouse, carrier, or receiving personnel are away from a central office.

Integrations

Connect shipment documentation with systems such as NetSuite, Procore, Google Drive, Box, or Egnyte when the organization’s workflow requires integrated storage or records management.

How the bill of lading workflow works

The signNow workflow converts a shipment document into a controlled signing process while preserving the operational details entered by the shipping team.

  • Upload: Upload the Bill Of Lading Form
  • Check fields: Review detected shipment and signature fields
  • Route: Add carrier, consignee, and receiving signers
  • Archive: Store the completed form with its audit trail
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Recommended workflow configuration

Configure the Bill Of Lading Form around shipment-party identity, document integrity, controlled access, and the organization’s records policy.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeElectronic signature with signing intent
Audit trailCapture timestamps, actions, and signer identity
Document retentionFollow contractual and transportation-record policies
EncryptionTLS 1.2/1.3 in transit and AES-256 at rest

What the bill of lading audit trail records

A signNow audit trail documents the signing event around the shipment record, helping authorized teams review identity, timing, document history, and completion.

01

Authenticate signer:

Confirm the signer’s identity using the selected email, SMS OTP, or other authentication control.
02

Capture timestamps:

Record the exact time each participant opens, reviews, signs, or completes the document.
03

Hash document:

Preserve the document’s completed content and associated event history for later comparison.
04

Seal record:

Create a tamper-evident completion record showing whether the signed file changes afterward.
05

Create certificate:

Generate the completion certificate with signer, action, and document-history information.
06

Export audit trail:

Retrieve or export the completed Bill Of Lading Form and audit trail for authorized review.

Connect shipment records to business systems

Connect Bill Of Lading Form workflows with CRM, ERP, project, and cloud-storage tools to route shipment records into established business processes.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security controls for shipment records

TLS protection:

Encrypts shipment records in transit

AES-256 storage:

Encrypts stored records with AES-256

SOC 2 Type II:

Provides an available SOC 2 Type II report

ISO 27001:

Maintains ISO 27001 certification

Two-factor authentication:

Supports signer verification with two-factor authentication

SMS OTP:

Offers SMS OTP for stronger signer attribution

Platform requirements for signing

Complete the Bill Of Lading Form through supported web browsers on Windows or macOS, or use signNow mobile apps on iOS and Android. Secure connections use TLS 1.2/1.3, while completed records can be managed through the signNow platform.

  • Browsers Chrome, Firefox, Safari, and Edge
  • Computers Windows and macOS desktops
  • Mobile devices iOS and Android mobile apps

Organizations should manage access through approved devices and user permissions, especially when shipment records include customer addresses, delivery instructions, or commercial details. Teams using API access, SSO provisioning, or connected storage should configure those controls according to their internal security and records-management requirements.

Best practices for bill of lading forms

Accurate shipment data, controlled routing, and retrievable records make a signed Bill Of Lading Form more useful during delivery reviews and disputes.

Reconcile shipment details before sending

Before sending, compare the Bill Of Lading Form with the shipment order and carrier instructions. Confirm shipper, consignee, carrier, origin, destination, package count, description, weight, and special handling details match the underlying transaction.

Mark operational fields as required

Use a controlled template that identifies required fields for each shipment type. Keep optional notes separate from legally or operationally important data, and prevent senders from deleting fields needed for custody, delivery, or freight reconciliation.

Limit access to responsible parties

Route the document only to people responsible for the shipment record. Use signer authentication appropriate to the risk, and avoid sending uncompleted bills of lading through broad email distribution lists.

Archive the signed record securely

After completion, retain the signed document and signNow audit trail according to the organization’s transportation, contract, accounting, and litigation-hold policies. Export or archive records in a controlled repository with searchable shipment identifiers.

Challenges when preparing shipment records

  • Shipment descriptions, quantities, weights, and delivery details may be copied incorrectly from orders, creating discrepancies during receiving or freight reconciliation.
  • A Bill Of Lading Form may circulate without the required shipper, carrier, consignee, or receiving signature, weakening evidence of acknowledgment.
  • Different locations may use outdated templates with inconsistent fields, making bills of lading harder to compare across shipments and customers.
  • Uncontrolled email attachments can expose addresses, shipment contents, account references, and delivery instructions to people outside the transaction.

Bill of lading workflows in practice

Freight and distribution teams use structured signing workflows to coordinate shipment records across warehouses, carriers, and receiving locations.

Freight brokerage

A regional freight broker used a Bill Of Lading Form workflow to collect shipper, carrier, consignee, and delivery details before dispatch.

  • Centralized shipment information
  • Faster signer coordination

Using signNow, the broker sent one structured document to the responsible parties, collected signatures remotely, and preserved the completed record with its audit trail. The workflow reduced manual chasing without changing the commercial terms or carrier responsibilities recorded in the bill of lading.

Materials distribution

A construction-materials distributor prepared signed bills of lading for deliveries requiring confirmation from warehouse and receiving teams.

  • Clear custody records
  • Mobile completion

The distributor used signNow on desktop and mobile devices to route delivery documents to the appropriate participants. Completed copies and signing history remained available for internal reconciliation, customer questions, and shipment documentation, while the underlying shipment facts stayed controlled by the business.

ROI at a Glance

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

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Bill of lading troubleshooting questions

These answers address document preparation, signer routing, plan limits, electronic-signature law, audit evidence, and protection of completed shipment records.

Upload the original Bill Of Lading Form as a clear PDF or supported document. In the signNow editor, review auto-detected fields and add or correct fields for shipper, consignee, carrier, shipment details, signatures, initials, and dates before sending. This prevents blank or misplaced fields.

The Business plan includes templates, audit trails, and mobile apps at $8/user/month when billed annually. Business Premium is $15/user/month annually and adds bulk send. Choose the plan based on shipment volume, routing needs, and whether repeated documents require bulk delivery.

signNow states that paid plans include 100 signature invites per user per year, with overage fees for subscription plans. The Site License uses $1.50 per signature invite. Review the current plan terms before sending high-volume shipment batches.

For interstate transactions, ESIGN provides legal equivalence between electronic and handwritten signatures when intent, consent, attribution, and record retention requirements are satisfied. UETA generally governs intrastate transactions in adopting jurisdictions. A Bill Of Lading Form may also implicate UCC document-of-title rules, so legal review may be needed.

Use signNow’s audit trail to review signer identity, timestamps, actions, and document history. If a receiving party disputes the record, preserve the completed document and audit trail together, then compare the shipment fields with dispatch and delivery records.

SignNow supports TLS 1.2/1.3 for data in transit and AES-256 for data at rest. Its compliance information lists ESIGN/UETA compliance, SOC 2 Type II certification, and ISO 27001 certification. A HIPAA workflow requires a business associate agreement when protected health information is involved.

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