IRS Compliance on Signature Documents
The IRS requires that we password protect documents that are sent for signature. If this is no longer a feature that is going to be offered, please let us know as we will have to look for another company that can comply with this requirement.
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Kimberly Smith
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Hi Kimberly,
Thank you for letting us know your concern on this topic. However, current version of the app does support password protection for documents sent for signing.
In a normal "Send for signature" workflow, user can add password verification for any recipient involved in the agreement by following next steps:
- Select the file which will be sent for signature and start "Request e-signatures" workflow as usual.
- Once in "Request e-signatures" view, add any fields required
- Click on "Review and Send"
- Once in the "Review and Send" view, on the right side, you will see the list of recipients and a three-dot button for each of them.
- Click the three-dot button and you will see the "Add password verification" option displayed
- If you click on it, an input field would appear, allowing you to add a password to that specific recipient.
Please let us know if this information was useful to you.
Best regards,
Sign in Acrobat Web Team
