Can I password protect envelopes when they get sent out?
Yup! You can now add passwords to your envelope to add an extra layer of security.
You can set a custom password that will be sent out in the same email requesting the party to sign the contract.
How to add a password:
Click ‘New Envelope’ and go through the process until you’re at Step 2, as shown above. Just under the ‘Party Name’ box, you’ll see ‘+Advanced Options’. Click this and it should open up our personal message section and also the password-protect section.
Now all you need to do is click the slider bar next to ‘Add password for the party’ and then add your preferred password into both password boxes and that’s it!
Please note: You will need to add a password for each Party, as it does not apply to all.
If you’d like to see how this looks from your signer’s side, check out our guide here.
If you have access to Branding and would like to know how to remove the password from the email, click here.