Which E-Signature system should I use?

This article contains a general guide for selecting E-Signature systems. The flowchart at the bottom of the page is useful for deciding which system to use.

For Information about Approved Storage locations, and the data classifications they are authorized to store, go here: https://support.uidaho.edu/TDClient/40/Portal/KB/ArticleDet?ID=1670

For Information on Identifying High Risk and Moderate Risk data, go here: https://support.uidaho.edu/TDClient/40/Portal/KB/ArticleDet?ID=1659

 

Form and Workflow    Qualtrics   Adobe Sign Softdocs (New Form Builder) Softdocs (Old Form Builder)
Survey, poll, or questionnaire Yes      
Simple form   Yes Yes Yes
Simple form and workflow   Yes Yes Yes
Stored in Etrieve Content     Yes Yes
PDF can be stored in Other Systems   Yes Yes Yes
Tracking Required   Yes Yes Yes
Multiple signers with Complicated Workflow   Yes Yes Yes
Auto-fill with Banner Data     Yes Yes
Write data to Banner     Yes Yes
Custom Javascript       Yes
Dynamically insert values into text       Yes
Custom Dashboard or Utility Form       Yes
Data Storage Qualtrics Adobe Sign Softdocs Etrieve (New Form Builder) Softdocs Etrieve (Old Form Builder)
Data needs to be indexed for Retrieval   Yes (Additional Effort) Yes Yes
High Risk Data No No Yes Yes
Moderate Risk Data No Yes (UI managed account and device) Yes Yes
Low Risk Data Yes Yes Yes Yes

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