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Default Entry Form

Use a Default Entry Form template to make your document workflow more streamlined.

What Default Entry Form does

Default Entry Form is a reusable document template for collecting information and signatures through a defined signNow workflow. A sender uploads or selects the form, reviews its fillable fields, assigns each field to the correct signer, and sends the document by email or signing link. Signers complete their assigned fields, provide consent where required, and sign electronically. signNow records the signing event, timestamps, and document history in an audit trail. The completed form can then be downloaded, shared, and stored according to the transaction’s legal or business recordkeeping requirements.

Who uses Default Entry Form

Business operations

Operations teams use Default Entry Form to collect internal approvals, acknowledgments, and signatures while preserving a searchable completion record. A sender can assign each field to a specific employee, manager, customer, or external signer, then export the completed form and audit trail for business records.

Regulated teams

Healthcare, legal, real estate, construction, and financial-services teams can adapt Default Entry Form to their own document workflow. They must still confirm sector-specific consent, retention, notarization, filing, and exclusion rules before relying on an electronic signature.

Features that support this form

Default Entry Form can be prepared, routed, signed, tracked, and archived through signNow features designed for controlled electronic document workflows.

Fillable fields

Upload Default Entry Form and use signNow field tools to prepare text, dates, initials, and signature assignments without rebuilding the document.

Flexible delivery

Send Default Entry Form to named recipients by email or use a signing link when a controlled link-based workflow fits the transaction.

Audit trail

Capture signer actions, timestamps, document history, and completion evidence in an audit trail associated with the completed form.

Mobile signing

Use signNow mobile apps so authorized users can complete Default Entry Form on iOS or Android devices when desktop access is unavailable.

Secure records

Store the signed form and exported audit trail together, supporting reliable reproduction and later review under ESIGN and UETA requirements.

Business integrations

Connect completed forms with Salesforce, Microsoft 365, NetSuite, Google Drive, Box, or Procore when the organization’s plan supports the integration.

Complete Default Entry Form online

Use this workflow to prepare Default Entry Form, route assigned fields, collect signatures, and preserve the completed record.

  • Upload form:

    Upload Default Entry Form to signNow.
  • Review fields:

    Let signNow detect fillable fields, then review each field.
  • Assign signers:

    Assign names, email addresses, and signing roles.
  • Send form:

    Send the form and monitor completion status.
  • Store record:

    Download the signed form and audit trail.
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Recommended Default Entry Form setup

Configure the form around signer identity, signature evidence, secure storage, and the recordkeeping rule governing the transaction.

SettingRecommendation
Authentication methodEmail verification for routine business signing
Signature typeTyped, drawn, or click-to-sign signature
Audit trailEnable audit trail and export after completion
Document retentionRetain under the transaction’s governing rule
EncryptionUse TLS 1.2/1.3 and AES-256 protection

Security controls for completed forms

Data encryption:

TLS 1.2/1.3 and AES-256

Security assurance:

Certified SOC 2 Type II

Management standard:

Certified ISO 27001

Health information:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Privacy controls:

GDPR compliant data protection

How the audit trail records signing

The audit trail connects Default Entry Form activity to signer identity, timing, document history, and a retrievable completion record.

01

Authenticate signer:

Records the signer’s email, authentication event, and assigned action.
02

Capture timestamp:

Captures the date and time for each form action.
03

Hash document:

Associates the completed document with its signing history.
04

Seal record:

Preserves document history against undetected changes.
05

Log actions:

Records signatures, initials, field edits, and delivery events.
06

Export evidence:

Allows authorized users to retrieve or export the audit trail.

Default Entry Form processing stages

Processing depends on field accuracy and signer response; signNow records each completed action for later retrieval.

01

Prepare the document

Upload the final Default Entry Form and confirm every required field before sending.
02

Deliver to signers

Add signer email addresses or create a signing link, then deliver the form through signNow.
03

Complete signer actions

Each signer reviews the Default Entry Form and completes assigned fields and signatures.
04

Complete and archive

Download the signed form and certificate of completion; retain the audit trail with the record.

Retain and protect completed forms

Preserve the completed Default Entry Form, its audit trail, and supporting evidence according to the rule governing the transaction.

Apply the correct retention period

Keep the completed Default Entry Form and its audit trail together. For tax records, retain documents three years from filing under IRC §6501(a), or six years when 25% or more of income was understated. Apply a longer period when another applicable rule governs.

Export the audit trail promptly

Export the completed Default Entry Form and audit trail after signing. Preserve signer identity details, timestamps, IP information, authentication events, and document history so the record can demonstrate intent, attribution, and reliable reproduction under ESIGN and UETA.

Archive signed records securely

Store the signed Default Entry Form in access-controlled archival storage. Use encryption at rest and in transit, restrict downloads to authorized personnel, and maintain a clear naming convention linking the document, signer, transaction, and completion date.

Document approved record disposition

Review retained Default Entry Form records on a scheduled basis. Remove duplicates only after confirming the authoritative copy, document approved disposition, and check state or industry rules before deleting records that may support a dispute or compliance review.

Privacy and disclosure pitfalls

  • Including Social Security numbers, health information, or financial details unnecessarily increases exposure if Default Entry Form is shared with the wrong recipient or stored without access controls.
  • Skipping the electronic-record disclosure can weaken consumer consent when Default Entry Form is used for a consumer-facing transaction covered by 15 U.S.C. §7001(c).
  • Assigning every field to one signer can produce incomplete or inaccurate records when Default Entry Form requires separate information from multiple people.
  • Using a signing link without recipient controls can make it harder to attribute Default Entry Form activity to the intended signer.

Legal standing and practical value

Default Entry Form can create a reproducible electronic record when the signer shows intent, consents to electronic records, can be attributed to the signature, and the record is retained. ESIGN, 15 U.S.C. ch. 96, and UETA generally recognize that record; wills, court filings, and specified family-law documents remain excluded.

Why teams look for DocuSign alternatives

Default Entry Form troubleshooting

Resolve field, signer-access, consent, plan, and retention questions before treating the completed Default Entry Form as the final record.

Open the document in signNow, review the assigned fields, and confirm that every required field has the correct signer. If the uploaded PDF is not fillable, use signNow’s field tools to place text, date, initials, and signature fields before sending Default Entry Form.

The signNow Business plan includes legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month with annual billing. Business Premium is $15/user/month annually and adds bulk send, kiosk mode, request payments, and quick invite links.

Use signNow’s audit trail and certificate of completion to preserve signer actions, timestamps, and document history. ESIGN and UETA recognize electronic signatures when intent, consent, attribution, and reliable record retention requirements are satisfied; transaction-specific exclusions still apply.

For consumer-facing records, provide the electronic-record disclosure required by 15 U.S.C. §7001(c), including paper access, electronic-access capability, and withdrawal procedures. signNow can collect signatures, but the sender remains responsible for the disclosure and consent process.

If Default Entry Form contains protected health information, use a signNow configuration with a business associate agreement. HIPAA requires covered entities to retain required documentation for six years under 45 CFR §164.530(j), while state rules may require longer periods.

If a signer cannot open the form, verify the email address, signing-link permissions, browser, and network connection. signNow supports desktop and mobile access; resend the invitation after correcting the recipient or use a supported browser such as Chrome, Firefox, Safari, or Edge.

ROI at a Glance

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

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