1. Is this relevant to me?
Yes. This completely changes how signed documents are downloaded, so it impacts everyone.
2. What is it?
The recipient portal is a web application that controls how recipients download their signed documents. This allows us to have more control and provide a better overall user experience.
3. How does it work?
Once a document has been signed, recipients will receive an email with links to download the signed documents. Previously, those links would point directly to the PDF files. With the introduction of the Recipient Portal, those links would point to this new web application
Here, the user will be presented with the signed documents and their attachments. This allows us to better control the user journey by:
- Providing increased security, with the download links being re-generated every few minutes
- Better informing the user of the envelope's status, and when the download links will expire
- Offering a more helpful user friendly experience
- and more
4. How can I get it?
Once this feature has been gradually rolled out over the following weeks, it will be enabled for everyone.
What does this mean for me?
For most users, this will just mean a slightly different experience for downloading your signed documents. However, if your organization is using any automated solutions for storing the signed documents that rely on the "document signed" email to contain download links, then those will stop working, and you should switch to using the Verified API instead.
What does this mean for API users?
Nothing will change when it comes to the API
Wasn't this announced some time ago?
Yes, this feature was originally announced in December 2020 as releasing in February 2021. However the feature underwent a series of additional improvements which meant we had to postpone the release.