Answered
Need changes to security on signed documents
When our clients sign, either the 8879's or anything sent through Signatures, we receive it back with security that will not allow us to put that document into our Workpapers CS system. It requires a "password" if added to Workpapers. The only workaround we have found is to re-pdf the document and save it, which causes a severe loss in quality of the document, but does remove the security. It's extremely time consuming to re-pdf every signed document received via SafeSend. DocuSign does not have this issue. A change to the method of security is desperately needed for those of us who use WorkPapers CS.
Comments
Hi Misti! Thank you for providing this feedback. I am going to reach out to your directly to get some more information.
Have a great day!
This issue was resolved by printing the document directly into WorkPapers.
I would agree with this post even though we don't use Workpapers CS. When a client has multiple signature documents, we need to be able to combine those into a single pdf and we can't with the current security on the file.
I also agree with this post. The password protected document is basically an image. It would be nice if the security settings could be adjusted by the firm prior to delivery. For our firm, we would like the document to retain it's text features - we would like to be able to search the document, select text, and copy text. We do not want to edit the signed pdf, but we would like to be able to search it and use the text.
Hi Sherry,
Our product team has an enhancement in our backlog to consider updating the way we place security on documents. I will be sure to add these details to document what you are looking to accomplish with a feature like this. Thanks for the feedback!
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