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Era Enrollment

Use a Era Enrollment 2019 template to make your document workflow more streamlined.

What Era Enrollment is

Era Enrollment is an enrollment document that collects the information and approvals required by the organization using it. In signNow, the sender uploads the document, reviews automatically detected fillable fields, adds or corrects fields, assigns the signer, and sends the request electronically. The signer reviews the record, provides required information, and applies a signature. signNow then preserves the completed document with an audit trail showing relevant signing activity. Whether electronic completion is appropriate depends on the transaction, signer consent, applicable U.S. law, and any organization-specific requirements.

Who uses Era Enrollment

Human resources

Human resources teams can send Era Enrollment to new hires or participants, assign required fields, and preserve a dated signed record without circulating paper copies.

Regulated organizations

Healthcare, education, financial, and public-sector teams can use Era Enrollment workflows when their disclosure, consent, access, and retention policies permit electronic records.

Complete Era Enrollment in signNow

Use this sequence to prepare Era Enrollment, assign the correct signer, and preserve evidence of completion.

  • Upload document:

    Upload the Era Enrollment document to signNow.
  • Check fields:

    Review detected fields and add missing fields.
  • Send request:

    Assign signers and send the enrollment request.
  • Store record:

    Review the signed file and audit trail.

How the Era Enrollment audit trail works

The audit trail records the technical evidence surrounding Era Enrollment signing without replacing the document preparation process.

01

Authenticate signer:

Confirm the signer through email delivery, SMS OTP, or configured authentication.
02

Record timestamps:

Capture each signing action with its associated date and time.
03

Protect document integrity:

Associate the completed Era Enrollment file with document integrity data.
04

Seal completion:

Seal the completed record so later changes become detectable.
05

Log activity:

Preserve signer actions and delivery events in the audit history.
06

Export evidence:

Retrieve and export the completed file and audit trail.
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Platform requirements for Era Enrollment

Complete Era Enrollment in a current Chrome, Firefox, Safari, or Edge browser on Windows or macOS. signNow also provides mobile apps for iOS and Android, with encrypted connections using TLS.

  • Supported browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile access iOS and Android mobile apps

Organizations should manage access through approved Windows, macOS, iOS, or Android devices, especially when enrollment records contain personal information. Confirm browser updates, authentication policies, storage controls, and any required signNow integrations before deployment.

Integrations for Era Enrollment

Connect Era Enrollment workflows with Salesforce, Microsoft 365, NetSuite, Google Drive, Box, Procore, and other named signNow integrations to reduce duplicate entry and organize completed records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Find and fill out the correct 2019 era enrollment

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
ECHO EFT and ERA Enrollment Form 20224.8 Satisfied (154 Votes)
ECHO EFT and ERA Enrollment Form 20194.8 Satisfied (2785 Votes)

Security controls for Era Enrollment

Encryption controls:

TLS 1.2/1.3 and AES-256

Independent assurance:

SOC 2 Type II certification

Security certification:

ISO 27001 certification

Health data protection:

HIPAA compliance with BAA

Electronic transactions:

ESIGN and UETA compliance

Privacy frameworks:

GDPR and CCPA compliance

Legal standing of Era Enrollment

For a U.S. business transaction, an electronic Era Enrollment record may be enforceable when the signer intends to sign, consents to electronic records, can be identified, and the record remains reproducible. ESIGN, 15 U.S.C. ch. 96, and applicable UETA rules support electronic records, but exclusions such as wills and court filings require separate treatment.

Why teams look for DocuSign alternatives

Record-keeping practices for Era Enrollment

Preserve the signed Era Enrollment record with its audit evidence, access history, and applicable retention authority.

Apply the correct retention period

Keep the completed Era Enrollment document and its signNow audit trail together. For HIPAA-covered records, retain documentation for six years from creation or the last effective date under 45 CFR §164.530(j). Apply longer state or contractual requirements when applicable.

Export the audit evidence

Export the signed document, completion certificate, and audit history after final signing. Record the export date, document identifier, and responsible administrator so reviewers can connect the enrollment record to its signing evidence.

Use secure archival storage

Store exported enrollment records in access-controlled, encrypted archival storage. Limit permissions to personnel with a documented business need, and preserve the original file format rather than relying only on screenshots or printed copies.

Document the deletion schedule

Define a deletion schedule before collecting enrollment information. Review whether the record contains health, financial, or other regulated data, and document the authority supporting the chosen period instead of applying one retention rule to every enrollment.

Risks requiring document review

Incomplete record

Review required fields before sending

Evidence gap

Preserve audit evidence for disputes

Document exclusion

Use exclusions for wills and court filings

State-law variance

Check state rules for regulated records

Privacy and disclosure challenges

  • Personal information may remain visible to unintended recipients when Era Enrollment permissions or sharing settings are broader than the signer workflow requires.
  • A missing consent record can weaken evidence that a signer agreed to receive or complete Era Enrollment electronically.
  • Unassigned fields, incorrect signer order, or outdated enrollment data can require a corrected document and a new audit trail.
  • Retention decisions may fail when teams store the signed Era Enrollment file but omit its completion certificate and audit history.

Era Enrollment troubleshooting questions

Use these answers to resolve signing, field, authentication, retention, and enforceability questions before completing Era Enrollment.

If signNow does not detect Era Enrollment fields, open the document editor and add text, date, checkbox, and signature fields manually. The Business plan includes templates and audit trails; verify every required enrollment field before sending.

Business includes 100 signature invites per user annually, with overage fees after that allowance. Business Premium also includes 100 invites and adds bulk send. Review usage before sending repeated enrollment packets to many signers.

Use SMS OTP or stronger signer authentication when the enrollment contains sensitive information. signNow supports two-factor authentication options, while HIPAA workflows require a business associate agreement when protected health information is involved.

A completed Era Enrollment record can include timestamps, signer actions, and an audit trail. Export the completed document and audit history from signNow, then retain them according to your organization’s legal and operational policy.

If a signer cannot open the request, confirm the email address, resend the invitation, or provide a signNow signing link. The recipient can often sign without creating an account, subject to the sender’s workflow settings.

Electronic signing supports U.S. transactions under ESIGN and applicable state law when intent, consent, attribution, and record retention requirements are met. Do not use this workflow for excluded records such as wills or court filings.

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