Document Checklist
Use a Document Checklist 2018 template to make your document workflow more streamlined.
What Document Checklist is and does
Document Checklist is a structured record for confirming that required documents, information, approvals, and signatures have been collected. It helps a sender identify missing materials, assign specific fields to the right people, and preserve completion evidence in one package. With signNow, upload the checklist, review automatically detected fillable fields, add or assign missing fields, and send it for completion. Signers can review and e-sign assigned sections, while the completed document and audit trail remain available for recordkeeping.
Legal standing for business records
A completed Document Checklist can support business evidence when the signer’s intent, electronic consent, attribution, and reliable record retention are established under ESIGN and applicable state law, including UETA or New York ESRA. Wills, codicils, testamentary trusts, court orders, and official court filings remain outside these electronic-signature rules.
Who benefits from Document Checklist
Document Checklist is useful wherever several required records must be reviewed, completed, signed, and retained as one traceable package.
Solo consultants can use Document Checklist to track required client materials, collect signatures on engagement records, and keep one completed package with its audit trail instead of coordinating scattered email attachments. Healthcare practices can organize patient-facing forms, consent records, and supporting documents while using signNow workflows designed for HIPAA compliance when a business associate agreement is in place. Enterprise operations teams can standardize department-specific checklists, route approvals, and connect completed records to systems such as Salesforce, NetSuite, or Microsoft 365.
These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.
Documents and audiences for checklists
Legal services
Legal teams can use Document Checklist to collect contracts, NDAs, exhibits, and approvals while preserving signer attribution and the completed audit trail.
Healthcare providers
Healthcare practices can organize consent forms and supporting records in workflows requiring HIPAA safeguards and a business associate agreement.
How the checklist workflow works
Document Checklist moves from an uploaded file to a completed, auditable record through four controlled actions.
Upload: Upload the Document Checklist file to signNow. Prepare: Auto-detect fillable fields and correct assignments. Route: Send assigned sections to each signer. Retain: Store the completed checklist with its audit trail.
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How to complete Document Checklist
Use signNow to convert the uploaded checklist into an assigned, traceable signing workflow.
Upload document:
Upload the Document Checklist PDF to signNow. Check fields:
Review detected fields and add missing fields. Assign signers:
Assign each checklist section to a signer. Send request:
Send the checklist for secure completion. Save evidence:
Store the signed record and audit trail.
Mobile options for Document Checklist
Complete Document Checklist on iOS or Android, including camera capture and offline signing when connectivity is limited.
iPhone and iPad iOS 16–18 with the signNow mobile app Android devices Android 12–15 with the signNow mobile app Mobile workflow Camera capture and offline signing
The signNow mobile app supports document review, field completion, and signing on supported iOS and Android versions. Camera-based capture can add paper pages to a checklist workflow, while offline signing helps users finish assigned actions before reconnecting and synchronizing the completed record.
Find and fill out the correct document checklist
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.
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| Canada IMM 5627 E 2018 | 4.8 Satisfied (4834 Votes) | |
| Canada IMM 5627 E 2015 | 4.8 Satisfied (2103 Votes) |
Signer authentication and certificates
PKI signatures:
X.509 certificates:
Two-factor authentication:
SMS OTP:
ID verification:
Signer attribution:
Document Checklist processing stages
Processing depends on document readiness, signer availability, and the authentication requirements selected for the checklist workflow.
Document preparation
Delivery to signers
Signer turnaround
Completion and archival
Recordkeeping practices for Document Checklist
Good recordkeeping connects the checklist, completed documents, signer evidence, and applicable retention rule without treating every record as identical.
Export the checklist and audit trail
Map retention to the record type
Freeze each signed version
Match controls to sensitive data
Privacy and disclosure pitfalls
Personal identifiers copied into the checklist can expose sensitive information when broad recipients receive the completed document. A signer may complete fields without recorded electronic consent, weakening evidence that the person intended to sign electronically. Shared links sent to the wrong recipient can expose checklist contents and permit unauthorized completion or disclosure. Unrestricted administrator access can allow edits, downloads, or forwarding without a documented business need or review.
State rules and document exclusions
Invalid acknowledgment
Excluded documents
Court rejection
Recording delay
Key performance indicators that demonstrate SignNow's proven track record.
Document Checklist troubleshooting
These answers address field detection, signer routing, plan limits, consent, regulated data, and the legal scope of electronic signatures for Document Checklist.
Upload the source PDF again, then inspect automatically detected fields before sending. signNow’s Business plan includes templates and audit trails; manually add fields that the checklist’s layout does not expose as fillable areas.
Use signNow’s signer assignment controls to map every required section to a named recipient. If routing depends on answers or calculated values, Enterprise adds conditional and formula fields for more structured workflows.
Business is listed at $8/user/month with annual billing and includes 100 signature invites per user per year. Business Premium is $15/user/month annually and adds bulk send, kiosk mode, and quick invite links.
For consumer-facing records, obtain electronic consent and provide the required ESIGN disclosure about paper access, electronic format access, and withdrawing consent under 15 U.S.C. §7001(c). Configure the workflow before requesting signatures.
signNow is HIPAA compliant when a business associate agreement is required and in place. Do not assume every checklist is protected health information; classify its contents first, then apply the appropriate access, authentication, and retention controls.
A signed checklist can support evidence when intent, consent, attribution, and record retention are established under ESIGN and applicable state law. Do not use electronic signing for wills, codicils, court orders, or official court filings.
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