When sending your clients client documents. You have the ability to add a password requirement upon receiving documentsthem.
Follow these 4 easy steps:
After selecting your client and transaction file, click next.
Make sure your signer's name, email, and signer type information are correct.
Check the password box and enter a password of your choosing then click next.
Complete signing session as you normally would.
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If your client is unable to enter the password correctly, you will need to delete the signing session and start a new one. It is highly important highly that your client receives the correct passsword. |
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Tips: Have your client create their own password or copy paste the password you’ve created and send it to them by email. |
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