Character Form
Use a Character Form template to make your document workflow more streamlined.
What Character Form is and how it works
Character Form is a structured document used to collect information, acknowledgments, and signatures from identified participants. In signNow, a sender uploads the form, reviews automatically detected fillable areas, adds or adjusts text, date, checkbox, and signature fields, and assigns each field to a recipient. The sender then sends the form by email or signing link. Each signer reviews the document, provides the required responses, and signs electronically. signNow stores the completed record with transaction history and an audit trail for later retrieval.
Who uses Character Form workflows
Business operations
Business teams use Character Form for agreements, disclosures, and internal records that require structured responses and one or more signatures. Reusable fields and signer routing help departments maintain a consistent process while preserving a retrievable completion record.
Regulated teams
Legal, healthcare, financial, and construction teams can adapt Character Form workflows to their own document controls. They should confirm sector-specific retention, privacy, notarization, and filing requirements before relying on an electronic record.
Character Form features for consistent completion
Character Form workflows combine reusable fields, controlled signing, and documented completion so teams can handle the same document consistently.
Fillable fields
Upload a Character Form PDF and place text, date, checkbox, and signature fields so every required response is collected consistently.
Signer routing
Assign each Character Form field to the correct signer, reducing incomplete submissions and clarifying who must provide information or sign.
Flexible delivery
Send the prepared Character Form by email or signing link, allowing recipients to review and complete it without exchanging paper copies.
Audit trail
Capture signer actions, timestamps, and document history in an audit trail that supports later review of the completed Character Form.
Reusable templates
Use reusable Character Form templates to preserve field placement, signer order, and instructions across repeated business transactions.
Secure storage
Keep the completed Character Form and completion records together in signNow for organized retrieval and controlled business recordkeeping.
How the Character Form audit trail works
After Character Form is sent, signNow records signer activity and document events so the completed transaction can be reviewed later.
Authenticate signer:
Capture timestamp:
Hash document:
Seal document:
Build audit trail:
Export records:
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Recommended Character Form setup
Configure Character Form around signer identity, document integrity, retention, encryption, and controlled access before sending it.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS authentication |
| Signature type | Electronic signature with recorded intent |
| Audit trail | Retain the completion history with the form |
| Document retention | Apply the organization’s documented retention policy |
| Encryption | Use TLS 1.2/1.3 and AES-256 protection |
Security controls for Character Form
Transport encryption:
Storage encryption:
Security certification:
Information security:
Privacy controls:
Signature compliance:
Platform requirements for Character Form
Character Form can be prepared and signed through supported desktop browsers using TLS-protected connections, with signNow mobile apps available for iOS and Android devices.
Browser support Chrome, Firefox, Safari, and Edge Desktop systems Windows and macOS desktops Mobile access iOS and Android mobile apps
Organizations should manage supported browsers and mobile applications through their device policies. Enterprise deployments may also configure API access, SSO provisioning, managed devices, and certificate or long-term validation requirements when their compliance program calls for them.
State rules that can limit Character Form
Notarization rules
Wills
Court orders
Real-estate deeds
Business types that use Character Form
Character Form is most useful when a business repeats the same information-collection and signature process across clients, employees, patients, or partners.
Solo legal practitioners can prepare a reusable Character Form template, collect client signatures remotely, and retain the completed record without coordinating repeated paper exchanges. Healthcare practices can route patient-facing Character Form documents through controlled workflows, while reviewing HIPAA obligations and using a business associate agreement where required. Enterprise operations teams can standardize Character Form routing, connect signNow with systems such as Salesforce or NetSuite, and apply centralized access and retention policies.
These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.
Character Form troubleshooting questions
Resolve the named Character Form issues below by checking field assignments, signer access, legal exceptions, and the selected signNow plan.
Upload the original Character Form PDF again, then review signNow’s detected fields before sending. Auto-detection can identify fillable areas, but the sender remains responsible for confirming field placement, required responses, signer assignments, and instructions on every page.
Open the recipient’s signing link in a supported browser, check the email address, and resend the invitation if necessary. signNow’s Business plan includes legally binding eSignatures and audit trails, while the recipient may not need a signNow account.
Use signer routing and assign every required Character Form field to the appropriate recipient. A document cannot be treated as complete until required fields are completed and all assigned signatures are collected.
Review the audit trail and completion record rather than relying only on a visual signature. ESIGN and UETA focus on intent, consent, attribution, and record reproducibility; signNow records transaction events supporting that evidence.
Do not use an electronic Character Form workflow for a will, codicil, testamentary trust, court order, or excluded family-law record. ESIGN’s statutory exceptions can prevent electronic treatment from replacing required formalities.
Business Premium includes bulk send, while Business pricing is $8 per user per month with annual billing. If repeated distribution exceeds available plan features, review the plan before sending multiple Character Form copies.
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