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 will point to this new web application
Here, the user will be presented with the signed documents and their attachments. This allows better control of 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, when the download links will expire or reminding them if they still have documents to sign
- Offering a more helpful, user friendly experience
- and more
4. How can I get it?
As of 01 Nov 2021, this feature is enabled for all Verified clients.
What does this mean for me?
For most users, this just means a slightly different experience for downloading the 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 no longer be working and you should switch to using the Verified API instead.
Will senders access the recipient portal as well?
Although the recipient portal is primarily intended for recipients, it is a user experience on top of the previous document download links, and since senders receive the same download links as the recipients do, they will also get access to the recipient portal.
The only exception to this rule is situations where Verified Secure was used, in which case the sender (who had not entered their SSN, and thus, could not access the envelope) was redirected from the email to the Verified Dashboard/Archive. This will work exactly the same with the introduction of the recipient portal.
Just like before, senders can skip downloading the documents from the emails and use the Verified Dashboard/Archive.
What does this mean for API users?
Nothing will change in terms of the API.
Please sign in to leave a comment.