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History Authorization

Use a History Authorization 2014 template to make your document workflow more streamlined.

What History Authorization does

History Authorization is a written permission form that allows a named person or organization to request, review, use, or disclose specified historical information. The signer identifies the authorized parties, the information covered, the permitted purpose, and any duration or limits stated on the form. In signNow, the sender uploads the authorization, reviews automatically detected fillable fields, assigns signer fields, and sends it for signature. The completed PDF and audit trail preserve evidence of intent, signer activity, timestamps, and document handling. State law and the form’s subject determine whether additional consent or notarization applies.

Who uses History Authorization

Healthcare teams

Healthcare organizations can use History Authorization for patient-related permissions and consent workflows, while HIPAA-covered records require safeguards and a documented retention policy under 45 CFR §164.530(j).

Business and legal teams

Legal, financial, and administrative teams can use it for written authorizations, client permissions, and internal approvals when the parties consent to electronic records and the document is not excluded by ESIGN.

How to complete History Authorization

Use signNow to prepare the specific History Authorization, route it to the correct signer, and preserve the completed record with its audit evidence.

  • Upload the form:

    Upload the History Authorization PDF to signNow.
  • Check the fields:

    Review auto-detected fields and add missing fields.
  • Assign the signer:

    Assign the authorization fields to each signer.
  • Send for signature:

    Send the document for electronic signature.
  • Store the record:

    Review the signed PDF and audit trail.

Recommended History Authorization setup

Configure the authorization around signer identity, document integrity, audit evidence, and the retention rule for the underlying record.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailExport certificate and action history
Document retentionApply the underlying record rule
EncryptionTLS 1.2/1.3 and AES-256
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Record-keeping practices for History Authorization

Retain the authorization with its audit evidence, protect personal information, and apply the governing record category’s documented retention rule.

Export the complete signing record

Keep the completed authorization with its signed audit trail, access history, and final PDF in a controlled records repository.

Assign a record-specific retention period

Apply the retention rule for the underlying record, because History Authorization itself does not create one universal federal retention period.

Limit access to authorized personnel

Restrict access to personnel handling the authorization and review permissions periodically to limit disclosure of personal information.

Preserve the original signed file

Use encrypted storage and preserve the original signed file without overwriting it during later administrative updates or reviews.

Legal standing for History Authorization

A signed History Authorization may be admissible when the signer demonstrates intent, consents to electronic records, can be identified, and the record remains accurate and reproducible under ESIGN, 15 U.S.C. chapter 96, and applicable state law such as UETA. Wills, codicils, testamentary trusts, certain court orders, and family-law decrees remain excluded.

Why teams look for DocuSign alternatives

Find and fill out the correct history authorization

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.

Platform requirements for History Authorization

Complete History Authorization in signNow using Chrome, Firefox, Safari, or Edge on Windows or macOS. Signers can also use signNow mobile apps on iOS and Android with an internet connection.

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

Organizations should manage access through approved devices, identity controls, and retention procedures. Teams using APIs, SSO provisioning, or regulated workflows should confirm that their selected signNow plan and configuration support the required authentication, audit evidence, and storage controls.

Security for History Authorization

Encryption:

TLS 1.2/1.3 and AES-256

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health data:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Privacy controls:

GDPR compliant data controls

Integrations for History Authorization

Connect History Authorization workflows with Salesforce, Microsoft Dynamics 365, NetSuite, Microsoft 365, Google Drive, Box, Egnyte, or Procore to route completed records into existing business systems.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Rules and exclusions to check

Notarization

May require notarization

Wills

Excluded from ESIGN

Family law

State rules may control

Real-estate deeds

Acknowledgment usually required

History Authorization troubleshooting

Resolve preparation, consent, authentication, storage, and plan-configuration issues before treating a History Authorization as complete.

Upload the original History Authorization PDF, confirm signNow’s detected fields, and add any missing signer, date, or acknowledgment fields before sending. Auto-detection assists preparation but does not determine whether the authorization is legally sufficient or whether notarization is required under applicable state law.

On the Business plan, signNow provides legally binding eSignatures, templates, and audit trails. Review the document’s legal requirements separately, because ESIGN and UETA establish electronic-signature rules but do not make excluded documents such as wills electronically valid.

Use signNow SMS authentication or another available signer-authentication control when the authorization contains sensitive personal information. For consumer-facing records, provide the ESIGN disclosure, explain the paper-record option, and maintain procedures for withdrawing electronic consent under 15 U.S.C. §7001(c).

If the authorization concerns protected health information, configure a HIPAA workflow and obtain a business associate agreement where required. signNow identifies HIPAA compliance as requiring a BAA; the organization remains responsible for its privacy, access, and retention procedures.

A completed History Authorization should be stored with its final signed PDF, certificate of completion, and audit trail. Apply the retention period for the underlying record, such as six years for HIPAA-required policies and procedures under 45 CFR §164.530(j).

Business Premium includes bulk send, while Enterprise adds advanced signer authentication and other enterprise controls. If one authorization fails to send, verify signer email addresses, required fields, routing order, and the plan features assigned to your account.

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