Comply with data protection regulations and add an extra layer of security with password protection to your documents like loan agreements and sensitive new hire paperwork when collecting signatures with Formstack Sign.
DISCLAIMER: If you don’t see this option available, we are actively working to make it available to your account.
Set up Delivery
Once you, or a user with full access to the document template, have created your document template and added e-signature tags for your signers (see more here), you can then set up the delivery.
Step 1: Navigate to the Delivery tab and choose Formstack Sign from the delivery options.
Note: Password protection is only available for the Formstack Sign integration, this doesn’t include other e-signature deliveries that Formstack Document supports.
Step 2: Use the prompt to connect your Formstack Sign account.
Step 3: Once connected, use the setup screen to add components to your delivery like subject, sender, and signee information.
Step 4: Add Password Protection. From the More Options dropdown button, select “Password Protect the signing experience” to fill in a unique password.
Note: You can insert a text-based password or you can insert the name of your merge field if you need the password to be dynamic, for example: {$my_mergefield}
Step 5: Save the delivery to finish and distribute the password to the signers.
Signer Experience
Once the documents are set up for delivery, populated documents will be emailed to the appropriate persons to collect their signatures.
Step 1: When the signer opens the received email, they should click on the “Review and Sign” button.
Step 2: The signer should provide the unique password that was set up to open up the document.
Manage Sign Delivery Passwords
See below for different ways to manage password-protected documents. Formstack Support does not have the capability to retrieve forgotten passwords.
Forgot Sign Delivery Password
If you forgot your password go to the Formstack Sign delivery, click on More Options and you will find your password.
Change Sign Delivery Password
If you need to change your password go to the Formstack Sign delivery, click on More Options, and enter a new password. Be mindful that documents that have already been sent out will require the password that was set at that time. New documents will require the new password that you setup
Remove Sign Delivery Password
If you need to remove your password go to the Formstack Sign delivery and remove all characters from the “Password Protect” delivering experience.