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Purple Form

Use a Purple Form 0 template to make your document workflow more streamlined.

What Purple Form is and how it works

Purple Form is a document template that can be completed and electronically signed through signNow when its transaction permits eSignatures. Upload the form, review or auto-detect its fillable fields, and add names, dates, initials, and signature fields where required. Send the prepared document to the intended signer, who reviews the contents and signs electronically. signNow records the signing event in an audit trail and preserves the completed document. For U.S. transactions, enforceability depends on intent, consent, attribution, record retention, and applicable state and federal law, including ESIGN and UETA.

Who can use Purple Form

Business transactions

Businesses use Purple Form for contracts, approvals, onboarding records, and other documents that require a completed form and an attributable signature. The responsible sender should confirm whether the document requires notarization, witnessing, government filing, or another process outside electronic signing.

Regulated workflows

Healthcare, legal, real estate, construction, and financial teams can route Purple Form through signNow when its specific transaction permits electronic execution. Teams should apply HIPAA, state-law, client-consent, and retention requirements when the document contains regulated or sensitive information.

Key features for completing Purple Form

Purple Form becomes easier to prepare, route, sign, and retain when its fields and signing evidence are managed in one workflow.

Digital preparation

Complete Purple Form in a browser, place the required fields, and prepare one consistent document for review or signature without recreating it manually.

Field detection

Upload Purple Form to signNow and use field detection to identify fillable areas, helping reduce missed names, dates, initials, or signature fields.

Signer routing

Send the completed Purple Form to the intended signer by email or signing link, with each action recorded in the document history.

Flexible signing

Use typed, drawn, or uploaded signatures when the transaction permits electronic signing and the signer demonstrates intent to sign.

Audit trail

Keep the signed Purple Form and its completion record together, supporting later review of signer identity, timestamps, and document activity.

Controlled storage

Apply access controls, encryption, and an appropriate retention policy before sharing Purple Form with external parties or storing sensitive information.

How to complete Purple Form

Use this sequence to prepare Purple Form, collect an electronic signature, and preserve evidence of completion in signNow.

  • Upload form:

    Upload the current Purple Form file.
  • Check fields:

    Review detected fields and add missing ones.
  • Send form:

    Enter signer details and send the form.
  • Complete signing:

    Review, e-sign, and download the completed record.
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Recommended Purple Form workflow setup

Configure Purple Form around signer identity, signature evidence, secure storage, and the retention requirements that apply to its transaction.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailRetain completion certificate with Purple Form
Document retentionFollow the applicable business record policy
EncryptionUse TLS 1.2/1.3 and AES-256

What the Purple Form audit trail records

The audit trail supplements the signed Purple Form by documenting identity, timing, document integrity, and access to completion evidence.

01

Authenticate signer:

Confirm the signer through the selected email, SMS, or identity method.
02

Capture timestamp:

Record the exact time of each Purple Form signing action.
03

Hash document:

Preserve the document’s hash and completion history.
04

Seal record:

Seal the completed record against undetected changes.
05

Export evidence:

Retrieve or export the audit trail for review.
06

Archive together:

Store the audit trail with the signed Purple Form.

Security for Purple Form records

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health data:

HIPAA compliant with BAA

Electronic signing:

ESIGN and UETA compliant

Integrations for Purple Form workflows

Connect Purple Form workflows with named business systems to route documents, preserve completed records, and reduce duplicate data entry across departments.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Challenges when completing Purple Form

  • Leaving a required Purple Form field undetected or unassigned can produce an incomplete record that requires correction and another signing round.
  • Sending Purple Form before confirming the signer’s email address can delay completion and weaken the connection between the document and its intended signer.
  • Using electronic signing for a Purple Form that requires notarization, witnessing, or an official filing can leave the document legally insufficient.
  • Storing the signed Purple Form without its audit trail can make it harder to demonstrate consent, attribution, timing, and document integrity later.

Best practices for Purple Form

Accurate field mapping, documented signing evidence, rule-based retention, and controlled disclosure help keep Purple Form usable after completion.

Validate every Purple Form field

Before sending Purple Form, compare every required field with the source document and confirm that each signer, date, initials, and signature field is assigned correctly. Test the completed flow with an internal copy when the form contains conditional or sensitive information.

Preserve the audit trail

Keep the signed Purple Form with its audit trail, completion certificate, and final rendered copy. Store those records in a controlled location with access limited to personnel who need the document for the transaction or required recordkeeping.

Apply the governing retention rule

Set retention according to the record’s actual purpose and governing rule rather than applying one period to every Purple Form. Tax records may require three years under IRC §6501(a), while state or industry rules can require longer retention.

Limit sensitive information

Protect personal information before distributing Purple Form. Use signNow permissions, encryption, and appropriate signer authentication, and avoid placing unnecessary sensitive data in free-text fields that will appear in the completed record.

Purple Form troubleshooting and questions

These answers address field detection, signer access, electronic consent, plan selection, and evidence retention when completing Purple Form with signNow.

Upload Purple Form as a PDF or supported document file, then use signNow’s field-detection tools and manually place any missing signature, date, or initials fields before sending.

Confirm the signer’s email address and resend the invitation from signNow. A signing link can also provide access when email delivery is delayed, subject to your workflow controls.

Business includes templates, audit trails, mobile apps, and legally binding eSignatures at $8/user/month with annual billing. It includes 100 signature invites per user annually.

Electronic signing can support Purple Form when the signer intends to sign, consents to electronic records, can access the record, and the transaction is not excluded by ESIGN or applicable state law.

For consumer-facing transactions, provide the ESIGN disclosure, explain the right to receive paper records, confirm electronic access, and explain how consent may be withdrawn under 15 U.S.C. §7001(c).

Use signNow’s audit trail and completed-document record together. The audit trail preserves signing activity, while encryption and access controls help protect the stored Purple Form from unauthorized disclosure.

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