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List Exhibits Form

Use a List Exhibits Template template to make your document workflow more streamlined.

What the List Exhibits Form does

The List Exhibits Form identifies and organizes the exhibits attached to a legal, business, or administrative record. It usually records exhibit labels, descriptions, sequence, and references so another person can locate each attachment and confirm that the listed materials match the underlying document. In signNow, upload the form, review or add fillable fields, assign recipients, and send it for completion. Signers can review the exhibit list electronically, sign where required, and receive a completed record with an audit trail. ESIGN and applicable state electronic-transactions law may support enforceability when intent, consent, attribution, and record retention are established.

Who uses the List Exhibits Form

Legal services

Legal teams and contract administrators use the List Exhibits Form to identify pleadings, agreements, evidence files, and supporting attachments for review and signature. signNow helps route the document to defined recipients while preserving the completed form and audit trail for the organization’s records.

Regulated operations

Healthcare, construction, financial-services, and government teams use exhibit lists to organize supporting records, approvals, and attachments. Workflows should limit sensitive data, assign role-based recipients, and apply HIPAA, contractual, or agency retention requirements where those rules govern.

How the List Exhibits Form works

The process links each exhibit reference to a reviewed, signed, and traceable record.

  • Gather records: Upload the form and referenced exhibit files.
  • Verify references: Review the exhibit sequence and required fields.
  • Route the form: Send assigned sections to each recipient.
  • Finalize evidence: Complete signatures and retain the record.

Complete the List Exhibits Form

Use this focused workflow to prepare, route, sign, and retain the List Exhibits Form in signNow.

  • Upload the form:

    Upload the List Exhibits Form and confirm its pages are complete.
  • Check fields:

    Review detected fields and add missing names, dates, or signature areas.
  • Assign recipients:

    Assign each exhibit-list section to the responsible signer or reviewer.
  • Send and track:

    Send the form, then monitor signing status from the document dashboard.
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What the List Exhibits Form audit trail records

The audit trail separates signing evidence from exhibit-list content, showing who acted, when they acted, and how the completed record was preserved.

01

Authenticate signer:

Records the signer’s authentication event.
02

Capture timestamp:

Captures signing date and time.
03

Log document activity:

Associates actions with the document.
04

Seal completion:

Preserves a tamper-evident completion record.
05

Track status:

Tracks viewed, signed, and declined actions.
06

Retrieve audit trail:

Exports evidence for retention review.

Connect exhibit records to business systems

Connect the List Exhibits Form with CRM, ERP, storage, and collaboration tools to route exhibit records without duplicate data entry.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Why teams look for DocuSign alternatives

Organizations seek alternatives when they need different pricing models, stronger native automation, simpler bulk affidavit workflows, or more flexible identity-verification options than those available in a legacy envelope-based vendor.

Why teams look for DocuSign alternatives

Avoid exhibit-list preparation errors

  • Exhibit labels may not match the references used in the main document, making review and cross-checking slower.
  • Missing page numbers or attachment descriptions can make the exhibit list difficult to reconcile with the signed record.
  • Multiple reviewers may edit separate copies, creating uncertainty about which exhibit list is the final version.
  • Unclear signer assignments can leave required acknowledgments incomplete even when the exhibit files are attached.

Risks when exhibit records are incomplete

Incomplete exhibits

Review required

Misidentified attachments

References may not match

Missing audit evidence

Record may be challenged

Notarization required

State rules may control

Protect List Exhibits Form records

Data encryption:

TLS 1.2/1.3 and AES-256

Security controls:

SOC 2 Type II report available

Security certification:

ISO 27001 certification

Electronic signatures:

ESIGN and UETA compliance

Document history:

Detailed document history retention

Protected health data:

HIPAA compliance with BAA

Preserve the signed exhibit record

Good recordkeeping keeps the List Exhibits Form, referenced exhibits, signer evidence, and retention decision together.

Match labels to attached exhibits

Before sending, compare every exhibit title and page reference against the underlying document. Keep the completed List Exhibits Form with the exact exhibit files it identifies, rather than storing the index separately without its referenced records.

Export the audit trail

Export the completed document and its signNow audit trail after signing. Preserve the signer identity, timestamps, action history, and completion record together so reviewers can evaluate the exhibit list and signing event as one record.

Archive the complete record

Use a controlled folder with restricted access for the signed form and exhibit files. Apply your organization’s retention schedule, document version rules, and deletion approvals instead of deleting records solely because the signature process ended.

Apply the governing retention rule

If exhibits contain protected health information, retain them for six years from creation or the last effective date under HIPAA 45 CFR 164.530(j). Apply a longer state or contract period when required.

Access requirements for List Exhibits Form

Complete the List Exhibits Form in Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow mobile apps support access from iOS and Android devices, while TLS-secured connections protect data in transit.

  • Browser support Chrome, Firefox, Safari, Edge
  • Operating systems Windows, macOS, iOS, Android
  • Mobile access signNow mobile apps

Organizations should confirm that managed Windows, macOS, iOS, and Android devices permit signNow access, document downloads, and recipient authentication. Enterprise deployments may also require approved API access, SSO provisioning, and certificate or long-term-validation settings selected for the organization’s records policy.

Troubleshoot List Exhibits Form workflows

Resolve field, signer, compliance, and access issues before the completed exhibit record is archived.

signNow can convert an uploaded List Exhibits Form into an editable workflow, but automatic field detection should be reviewed manually. Confirm that exhibit labels, page references, signer fields, and dates appear in the intended locations before sending the document.

The signNow Business plan includes templates, audit trails, and legally binding eSignatures at $8 per user per month with annual billing. If the workflow requires bulk sending, Business Premium is the plan that includes that feature at $15 per user per month annually.

An email invitation alone may not provide enough evidence for a disputed signature. Configure signer authentication appropriate to the risk, preserve the audit trail, and retain the completed List Exhibits Form and referenced exhibits together.

ESIGN and UETA generally recognize electronic signatures when intent, consent, attribution, and record retention are established. They do not make every document eligible for electronic execution; wills, codicils, certain court orders, and specified notices remain excluded under 15 U.S.C. ch. 96.

signNow’s HIPAA compliance requires a business associate agreement when protected health information is involved. Keep only the necessary health information in the exhibit record and apply the six-year HIPAA retention rule when 45 CFR 164.530(j) governs.

If recipients cannot open the invitation, verify the email address, resend the request, or provide a signNow signing link when appropriate. Confirm that the recipient’s browser, device, and organization security policy permit access to the document.

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