E-signatures: Option to require portal sign in before viewing documents | Feature Requests

E-signatures: Option to require portal sign in before viewing documents

Anne Marie Rizaldy

I would like an option to enable a requirement that clients sign into the portal before viewing any confidential e-signature documents.

Created by Grace Lewis

September 12, 2025

Grace Lewis

Merged in a post:

Don't allow clients to open or sign a Signature Request without logging into the portal

Amy Iannone

Currently clients can click on the green button in the email that is sent for a signature request which opens a browser tab to the document without having them to login to the portal. This is VERY concerning, as anyone in their email could open that document and see this information.

March 9, 2026