Start with the right question
An electronic agreement may pass through invitations, authentication steps, revisions, and final delivery. A useful review packet connects those events to the actual document. It should not assume that a platform's completed label answers every question about authority or consent.
Work through the checks
Identify the signed version
Save the completed document and every incorporated attachment available to you. Compare it with the draft discussed beforehand. Record amendments separately rather than replacing the signed version with a later editable copy.
Preserve the audit record
Keep the service's completion certificate or activity history if provided. Record the service and document identifier. Treat technical logs as evidence to interpret, not as an automatic conclusion about the signer's legal authority.
Check signer context
Record the name, role, and account used and any question about shared access or delegated signing. A company email address alone may not settle whether a person could bind the organization.
Record delivery and access
Keep the invitation, final-copy notice, and any access problems. Note whether the recipient could retain the document. Consumer disclosure and transaction-specific requirements may need separate legal review.
A record you can use
- Signed document identifier
- Attachments and version
- Signer role and account
- Audit trail reference
- Consent or authority question
Keep this record locally. Use document references rather than publishing account numbers or other people's personal details. An empty field means the information is still missing; it should not be filled with an AI guess.
Worked example
A fictional customer receives a completion certificate for an agreement but the downloaded packet omits a pricing schedule referenced in it. The reviewer records the missing schedule and requests the version linked to the signing event, rather than assuming a current website price list was part of the agreement.
This example is fictional and illustrates the method, not a real case result.
Limits and next steps
Electronic form does not resolve all validity questions. The E-SIGN statute contains conditions and exceptions, and other law may apply. This checklist does not determine enforceability or replace advice about a disputed signature.
Provide the agreement, audit trail, and specific concern to a qualified reviewer. Preserve originals and avoid adding a signature image to an unsigned document to make the packet appear complete.