Which E-Signature system should I use?
Summary
The purpose of this article is to help customers determine which Electronic Form, Workflow, and Storage Solution they should use.
Body
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 |
Details
Details
Article ID:
3380
Created
Wed 3/12/25 3:17 PM
Modified
Fri 4/24/26 6:07 PM