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Flow Chart Filling Form

Use a Flow Chart Filling 0 template to make your document workflow more streamlined.

What is a Flow Chart Filling Form?

A Flow Chart Filling Form is a structured document that records decisions, actions, and next steps through connected boxes, arrows, and labeled fields. It helps a team show how a process moves from one condition to another, then captures the people, dates, approvals, or notes associated with each stage. In the United States, the form has no single federal issuing agency or universal filing deadline. Its meaning depends on the organization’s workflow and instructions. With signNow, you can upload the form, detect fillable areas, route it, collect signatures, and preserve the completed record with an audit trail.

Who uses this flow chart form?

Operations teams

Operations teams use the form to document approvals, escalations, and handoffs across departments. Reusable templates keep each decision box, responsible person, and completion date consistent when the same process repeats.

Regulated departments

Legal, healthcare, finance, construction, and education teams can adapt the form to internal workflows. The underlying record determines whether additional controls, consent disclosures, HIPAA safeguards, or retention rules apply.

How the flow chart works

The signNow workflow turns a blank flow chart into a routed, signed record without changing the sequence of its decision points.

  • Upload form: Upload the blank flow chart document.
  • Detect fields: Map boxes, labels, dates, and signature areas.
  • Route workflow: Assign each decision point to the right signer.
  • Store record: Complete, sign, and preserve the final record.

Complete the form in five steps

Follow the document’s decision sequence, verify every mapped field, and preserve the signed flow chart with its completion evidence.

  • Upload form:

    Upload the Flow Chart Filling Form.
  • Check fields:

    Review detected boxes and signature fields.
  • Add signers:

    Add signers to decision stages.
  • Send form:

    Send and monitor completion status.
  • Archive record:

    Download the signed record and audit trail.
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Features for completing flow charts

signNow applies document preparation, routing, signing, and record controls to the actual boxes and approval stages in a Flow Chart Filling Form.

Field mapping

Upload the existing chart and place fields over decision boxes, responsible parties, dates, initials, and signatures without rebuilding the document.

Sequential routing

Route the chart in the order shown by its arrows, assigning each approval or handoff to the responsible signer.

Reusable templates

Use a reusable template when the same Flow Chart Filling Form supports repeated approvals or operational reviews.

Audit trail

Capture signer actions and completion history alongside the final chart for later review of the approved process.

Mobile signing

Let participants review and sign from supported mobile apps when the process must be completed away from a desk.

Named integrations

Connect completed documents with Salesforce, NetSuite, Google Drive, Box, or Procore for organized downstream storage.

Connect the flow chart to business systems

Connect signNow with Salesforce, Microsoft 365, NetSuite, Google Drive, Box, or Procore to route completed flow charts into the system already used for the related work.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for completed flow charts

Encryption protection:

TLS 1.2/1.3 and AES-256 encryption

Independent assurance:

SOC 2 Type II certification available

Information security:

ISO 27001 certification supports controls

Privacy compliance:

GDPR and CCPA compliance controls

U.S. eSignature:

ESIGN and UETA compliant workflows

Health data protection:

HIPAA compliance with a required BAA

Recommended flow chart setup

Configure the form around the decision sequence, signer identity, audit evidence, and retention rule for the underlying record.

SettingRecommendation
Authentication methodEmail verification with SMS for sensitive flows
Signature typeTyped or drawn electronic signature
Audit trailRetain completion history with signed PDF
Document retentionClassify by underlying record authority
EncryptionTLS 1.2/1.3 in transit and AES-256 at rest

Record-keeping practices for flow charts

Retention depends on what the completed Flow Chart Filling Form documents, so classify the record before storing or deleting it.

Classify the underlying record

Identify the business record represented by the flow chart before setting a retention period. IRS records generally follow IRC §6501(a), HIPAA records follow 45 CFR §164.530(j), and other records may have contract or state requirements. Do not apply a health-record period to an unrelated operational chart.

Export the audit trail

Export the completed document and its audit trail together after every approved flow. The audit trail records signing activity, timestamps, and other completion evidence, helping reviewers connect each signature to the exact chart version that was approved.

Limit sensitive information

Restrict access to people assigned to the flow chart or its review function. Use role-based permissions, protect downloaded copies, and avoid placing personal or health information in labels unless the workflow requires it.

Archive the final record

Archive the final PDF and audit evidence in an approved repository with controlled access and documented deletion rules. If the chart supports a tax, employment, patient, or contract record, follow that record class’s governing authority.

Legal standing of a completed flow chart

A completed Flow Chart Filling Form can support a U.S. business transaction when the signer intends to sign, consents to electronic records, can be identified, and the record remains accessible and reproducible. ESIGN and UETA generally recognize electronic signatures, but wills, codicils, family-law decrees, and court orders are excluded.

Why teams look for DocuSign alternatives

Flow Chart Filling Form troubleshooting

Use these answers to resolve field mapping, signer identity, legal-validity, plan, consent, and retention questions before sending a completed flow chart.

Upload the original Flow Chart Filling Form as a PDF or supported document, then check each detected field before sending. If automatic detection misses a box or arrow label, add the field manually in the signNow editor. The Business plan includes templates and audit trails for repeat workflows.

A signer can usually open the request from the delivery message without creating a signNow account. If the organization requires stronger attribution, configure SMS authentication or another available authentication method. Enterprise adds advanced signer authentication, while the Business plan provides legally binding eSignatures and audit trails.

The completed document can support an electronic transaction when the signer demonstrates intent, consents to electronic records, can be identified, and the record remains reproducible. ESIGN, 15 U.S.C. chapter 96, and applicable state law, including UETA or New York ESRA, provide the governing framework.

Business is listed at $8 per user per month with annual billing and includes legally binding eSignatures, audit trails, templates, and mobile apps. Business Premium is $15 per user per month annually and adds bulk send and kiosk mode. Confirm plan limits before routing high-volume forms.

Consumer-facing electronic records may require the disclosures in 15 U.S.C. §7001(c), including the right to receive paper records and the ability to access the electronic format. Capture consent through the applicable process before requesting a consumer’s signature.

There is no universal federal retention period for an internally designed Flow Chart Filling Form. Set retention according to the underlying business record, contract, patient record, or tax record. For example, IRS records generally use IRC §6501(a), while HIPAA records use 45 CFR §164.530(j).

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