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Public Release Statement

Use a Public Release Statement 2017 template to make your document workflow more streamlined.

What a Public Release Statement does

A Public Release Statement records a person’s permission to disclose or use specifically identified information. It should state who releases the information, who may receive it, what information is covered, the purpose, and any expiration or revocation terms. In a U.S. business workflow, the completed statement can be signed electronically when the signer demonstrates intent, consents to electronic records, and the record can be retained and reproduced. ESIGN and applicable state law support electronic execution, but exclusions such as wills and court orders require separate handling.

Business types using release statements

Public Release Statement is most useful when several people must approve, sign, or retrieve the same documented release.

  • A solo real estate broker can collect a property-related release from a client, preserve the signer’s consent, and keep the completed statement with its audit trail instead of coordinating separate paper exchanges.
  • A healthcare practice can route a patient-facing release statement through a controlled workflow, verify the signer, and retain the signed record alongside its privacy documentation when protected information is involved.
  • A multi-location enterprise can standardize release statements through shared templates, delegated sending, and administrator permissions, giving regional teams consistent fields while preserving centralized oversight of completed records.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How this release workflow works

Move the exact statement from source file to signed, retrievable evidence through four controlled signNow actions.

  • Upload statement: Upload statement
  • Place fields: Place fields
  • Send for signature: Send for signature
  • Store evidence: Store evidence

Inside the Public Release Statement audit trail

The audit trail connects signer identity, document integrity, and every material action into reviewable evidence for this release statement.

01

Authenticate signer:

Email, SMS, or configured authentication identifies the intended Public Release Statement signer.
02

Capture timestamps:

The audit trail records when the signer opens and completes each field.
03

Hash document:

The completed PDF receives a document hash for integrity checking.
04

Seal record:

Signing events create a tamper-evident completion record linked to the document.
05

Log activity:

IP address and action history provide context for later review.
06

Export evidence:

Authorized administrators retrieve or export the audit trail with the signed document.

Complete Public Release Statement on mobile

Use signNow on iOS 15 or later and Android 10 or later, with TLS 1.2 or 1.3 protecting connections.

  • Mobile apps iOS 15+ and Android 10+ support signNow mobile signing
  • Offline signing Offline signing supports saved Public Release Statement documents
  • Camera capture Camera capture imports paper statements into signNow

The signNow iOS and Android apps let authorized users review, complete, and sign Public Release Statement documents away from a desk. Camera capture can digitize paper copies, while offline work supports selected saved documents before synchronization when connectivity returns.

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Security controls for signed releases

Transport encryption:

TLS 1.2/1.3 protects data in transit

Stored encryption:

AES-256 protects stored documents

SOC 2 Type II:

SOC 2 Type II certification available

ISO 27001:

ISO 27001 certification supports controls

HIPAA safeguards:

HIPAA workflows require a BAA

ESIGN and UETA:

ESIGN and UETA compliance supports electronic signatures

Recommended Public Release Statement setup

Configure the form around signer identity, documented intent, auditability, access control, and the retention policy governing this release.

SettingRecommendation
Authentication and provisioningUse email verification with administrator-managed signers
Signature typeUse an electronic signature with signer intent
Audit trailCapture timestamps, IP addresses, and action history
Document retentionFollow the applicable contract or privacy policy
EncryptionUse TLS 1.2 or 1.3 and AES-256

Find and fill out the correct public release statement

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
NM Kids Sample Public Release Statement 20194.8 Satisfied (1546 Votes)
NM Kids Sample Public Release Statement 20174.8 Satisfied (3693 Votes)

When the statement carries legal weight

A Public Release Statement may be admissible when the signer shows intent, consents to electronic records, can be identified, and the record remains reproducible under ESIGN, 15 U.S.C. chapter 96, and applicable UETA or New York ESRA rules. Wills, codicils, testamentary trusts, court orders, and family-law decrees remain excluded.

Why teams look for DocuSign alternatives

State rules and document exclusions

State notary rule

May require notarization

Wills and codicils

Excluded from ESIGN

Court orders

Court filing rules apply

Real-estate deeds

Wet acknowledgment may be required

Record-keeping practices for release statements

Preserve the signed statement as evidence of the exact information released, the signer’s intent, and the transaction history supporting completion.

Keep the signed record and audit trail together

Keep the signed Public Release Statement, certificate of completion, and audit trail together in the same controlled repository. Apply the retention period required by the underlying contract, privacy policy, or applicable state law rather than assuming one federal period governs every release.

Export evidence after every completed statement

Export the audit trail after completion and verify that signer identity, timestamps, IP information, and document history remain readable. Preserve the original signed PDF rather than relying only on a portal view that could change after permissions or plan settings change.

Restrict access to sensitive release information

Limit access to the statement according to its personal, medical, financial, or confidential content. Use administrator-managed permissions and record who may send, view, download, or delete the document.

Review scope and signer details before sending

Review every field before sending, including the released information, recipient, signer, effective date, and revocation language. A precise statement reduces disputes about what the signer authorized and which version was executed.

Choose a signing method for this statement

  1. Use the web app when an administrator prepares the statement, places fields, and sends it from a desktop workflow to named signers.
  2. Use the mobile app when a signer reviews and completes the release statement from an iOS or Android device away from the office.
  3. Use kiosk mode for supervised, in-person completion when one organization manages repeated signers on a shared device.
  4. Use a shareable signing link when the statement must be distributed through an approved channel without preparing a separate email invitation.

Connect release statements to existing systems

Connect Public Release Statement workflows with CRM, ERP, document storage, and collaboration systems so completed releases move into the records process without repeated downloading and uploading.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Privacy pitfalls in release statements

  • Including social security numbers, medical details, or account data beyond the release purpose increases exposure if recipients or permissions are misconfigured.
  • A vague recipient description can make the signer’s consent unclear and complicate later proof of what information the statement authorized.
  • Sending the statement before confirming signer identity may attach consent to the wrong person or create an incomplete disclosure record.
  • Leaving revocation, expiration, or effective-date fields blank can produce disputes about whether the release remained valid for a later request.

Public Release Statement troubleshooting

Resolve field, signer, compliance, plan, and retention questions before distributing this release statement to its intended recipients.

Upload the original Public Release Statement as a PDF, then use signNow field placement or automatic field detection to map names, dates, consent text, and signatures. Review every detected field before sending because signNow cannot determine whether the release scope or recipient is legally correct.

Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8 per user per month with annual billing. It includes 100 signature invites per user per year; overage fees can apply, so confirm volume before sending repeated statements.

Electronic execution can satisfy ESIGN and applicable UETA requirements when the signer shows intent, consents, can be identified, and the record remains reproducible. The form itself must not fall within exclusions such as wills, court orders, or family-law decrees.

If protected health information appears in the release, use a workflow that meets your organization’s HIPAA obligations and obtain the required signNow BAA. HIPAA compliance is listed as available with a BAA; it does not replace reviewing the statement’s authorization requirements.

Use signer authentication appropriate to the information released, such as email verification or SMS-based authentication where configured. For higher-risk disclosures, document the identity-control decision and confirm the signer can access and review the complete statement.

After completion, download the signed PDF and audit trail, then store both under the applicable organizational policy. signNow records timestamps, IP information, and document history, but retention duration depends on the underlying record and governing authority.

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