Adobe Sign - Critical problem for the confidentiality / security process of our Client
Customer: SO FLATS NEGOCIOS IMOBILIARIOS LTDA
Activity Area: Estate Agency, flats lease intermediation between tenant and Landlord.
Product: Adobe Sign for business- Tier 2 1000 a 2499 Transactions
Status 11.09.2020: 100% transactions used, purchased in 06/2020 (currently in a decision making process concerning maintain Adobe Sign platform or return to Docusign)
Customer Signature Process needs (previously attended by Docusign):
As a real estate agent, Soflats is responsible for intermediating and sending for signing lease agreements.
Its main asset is contact details of involved stakeholders (tenant and Landlords) and during signature process tenant and landlord cannot view each other's contact details.
Settings to hide Adobe Sign signers don't work in practice! It didn't work on the client's Adobe Sign setup or ours.
Adobe Sign Console setup settings (printscreen attached):
Account Settings > Global Settings:
Limited Document Visibility
X Signers will only see files containing signature, initials or data entry fields assigned to them.
Signers and CCs in my account will see all files
Signers and CCs will see all files when receiving the signed agreement
Allow sending for written signature. Recipients will always see all the pages when required to use written signature
Attach a PDF copy of the signed document in emails sent to
X Internal recipients: Problem! If selected, everyone receives: internal or external! (same @domain or not)
X No one Problem! If selected, everyone persists receiving: internal or external! (same @domain or not)
Alternative: is only senders receive PDF copy of the signed document (x No one selected o internal recipients) and then manually send it to stakeholders (viable but bad option! manual process!). I can't say if it isn't working or we don't understand the option…
Best solution (feature request): everyone could receive it, but with a CCo: without any of the signers seeing each other's email / contact details in the email header Cc.