Posted By : Mads Jakobsen 30.01.2026
Data Privacy Week: What to Look for in a Signing Tool
Introductory Note
Welcome to another G.O.A.T. Wizdom đ
Weâre here to make you the Greatest Of All Time at running your businessâespecially when it comes to contracts. And since contracts often contain personal data, todayâs mission is simple: sign smarter, safer, and with less risk.
Data Privacy Week: What to Look for in a Signing Tool
Data Privacy Day was January 28. But privacy isnât a one-day celebration where we clap, post a lock emoji, and then go back to emailing PDFs like itâs 2009.
If you send contracts, offers, HR documents, NDAs, vendor agreements, or renewal terms, youâre almost certainly handling personal dataânames, emails, job titles, signatures, sometimes addresses, salary info, or ID details.
That means your signing tool isnât âjust a productivity app.â Itâs part of your data privacy and cyber security perimeter.
So letâs make sure youâre choosing (and using) a signing tool like a proâwhether youâre evaluating a new tool or doing a âsecurity refreshâ on the one you already have.
Below is a practical checklist you can use with any e-sign solution. No fear-mongering. No jargon soup. Just clear âthis matters becauseâŚâ guidance.
Why e-signing tools matter for privacy and security
Contracts are high-value documents:
- they include personal data
- they include business-sensitive terms (pricing, renewal dates, SLAs)
- they often get forwarded internally (âCan you approve this?â)
- they can live for years in inboxes, shared drives, and âFINAL_final_v7.pdfâ folders
A good signing tool reduces risk by:
- controlling access
- tracking actions with evidence (audit trails)
- reducing email attachment chaos
- making retention and deletion manageable
A weak signing setup does the opposite: it creates dark corners where sensitive data lives without visibility or control.
The âNo Regretsâ Signing Tool Checklist (Data Privacy + Cyber Security)
Hereâs what to look for. Think of it like a quick vendor/security review you can run in under 30 minutes.
1) Audit trail: Can you prove what happened?
If something goes wrongâdisputes, compliance questions, âwho approved this?â, or âdid they actually sign?ââthe audit trail is your receipt.
Look for:
- a detailed log of events (sent, viewed, signed, completed)
- timestamps
- signer identity signals (email/verification method)
- document version info (what exactly was signed)
- the ability to export/download the audit trail and store it with the agreement
Red flags:
- âaudit trailâ exists, but is vague or not exportable
- no clear record of who did what (or when)
- you canât tie a signature to a specific document version
G.O.A.T. move: Treat your audit trail like you treat your accounting records: it should be clear, complete, and retrievable.
2) Access control: Who can see what (and who canât)?
Privacy is often less about hackers and more about accidental oversharing:
- wrong person gets the doc
- old employee still has access
- âanyone with the linkâ becomes the default setting
Look for:
- role-based permissions (admin, manager, sender, viewer)
- restrictions on who can send on behalf of the organization
- controls for internal viewers (e.g., approvals without broad access)
- admin visibility: who accessed what, and when
Red flags:
- âeveryone is an adminâ culture (even if itâs convenient)
- no clean way to limit document visibility internally
- no logs for admin actions
G.O.A.T. move: Apply the least privilege principle. People should have the minimum access needed to do their jobânothing more.
3) Link security: Are signing links protected, expiring, and configurable?
A signing link is powerful because itâs simple. But simplicity must come with control.
Look for:
- link expiration options (days/hours)
- authentication options (email verification, SMS, etc. depending on use case)
- ability to re-send safely without creating âmultiple active versionsâ
- controls that prevent forwarding from becoming uncontrolled access
Red flags:
- âpublic linkâ style sharing with no controls
- links that never expire
- no way to revoke access once sent
G.O.A.T. move: Use expiring signing links for time-sensitive agreements (renewals, offers) and tighten authentication for higher-risk docs (HR, sensitive personal data).
4) Data retention & deletion: Can you control lifecycle (not hoard forever)?
This is the most underrated privacy win: keeping data longer than necessary increases risk. If you never delete anything, youâre not âorganizedââyouâre building a bigger target.
Look for:
- configurable retention periods
- admin tools for deletion and archival
- clarity on what happens after deletion (is it truly removed or just hidden?)
- export options so you can retain what you legally need while deleting what you donât
Red flags:
- unclear retention policy (âwe keep it⌠forever?â)
- no ability to delete documents or user data
- retention is only âmanual effortâ (aka nobody will do it)
G.O.A.T. move: Align retention with your reality:
- sales agreements: keep for contract term + legal buffer
- HR docs: follow your local requirements
- expired drafts: delete aggressively
5) Compliance mindset: Is it built like a grown-up tool?
This one is less about collecting certifications like Pokemon cards and more about: Does the vendor act like security matters day-to-day?
Look for:
- clear documentation about security practices
- transparent policies about data processing and privacy
- support for compliance workflows (exporting records, responding to requests, admin controls)
Red flags:
- vague answers to simple security questions
- âtrust usâ language without documentation
- no clear way to handle privacy requests, retention, or access reviews
G.O.A.T. move: Ask yourself: If we had a security review tomorrow, could we defend this setup confidently?
Bonus checklist: Practical features that reduce risk in real life
Version control and âsingle source of truthâ
You want one canonical agreementânot five PDFs in an email chain.
Look for:
- one final executed copy
- clear status (sent/viewed/signed/completed)
- ability to avoid duplicate parallel signing flows
Admin oversight (without micromanaging)
Your security posture improves when admins can:
- review access
- manage users
- revoke permissions
- track activity
Templates and standardized clauses
Standardization reduces mistakes. Mistakes cause breaches (or awkward apologies).
Common pitfalls (aka: how good teams accidentally get risky)
Pitfall 1: Emailing attachments back and forth
Email attachments are the #1 way documents end up: forwarded, downloaded, re-uploaded, duplicated, and stored indefinitely.
Better: Send a signing link with controlled access and a tracked audit trail.
Pitfall 2: âAnyone with the linkâ as default
Convenient? Yes. Safe? Not always.
Better: Use tighter access for sensitive docs, and set expirations.
Pitfall 3: Never reviewing retention
âStorage is cheapâ is how you end up with 7 years of sensitive drafts.
Better: Delete drafts and expired negotiations, keep only what you must.
How to roll this out without starting a company-wide panic
You donât need a six-month compliance project. Try this:
- Pick one workflow (renewals, offers, vendor contracts)
- Apply the checklist to that workflow
- Tighten access + retention
- Switch attachments â signing links
- Repeat for the next workflow
Small changes compound into a strong security posture.
Actionable Takeaways
- Your signing tool is part of your security perimeter because contracts contain personal and sensitive business data
- Prioritize: audit trail, access control, link security, retention & deletion, and a compliance mindset
- Reduce risk by eliminating attachments and using controlled signing links
- Keep data only as long as necessaryâand make deletion possible
đ G.O.A.T. Hack
Stop sending contracts as attachments. Send a signing link insteadâthen set:
- an expiration date
- appropriate signer authentication
- clear internal access rules
This one change alone reduces accidental sharing, version confusion, and âwhere did that PDF go?â drama.