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Docusign won't work if PDF passwords on
While I appreciate the advancements Profile has been making in an effort to streamline digital signing integrations. I find little coding issues such as not being able to use the Collect eSignature option due to having PDF passwords a little silly. As tax preparers, we send our clients their completed tax package, password protected, then request their signatures IN docusign, as we cannot do it through the Profile/Docusign integration, unless we go into Profile settings, and remove the PDF password, which is more work than simply PDF'ing the T183 and attaching it in Docusign directly due to the extra layer of time we have to take to remove password, then add it back on for the next file we prepare.
Profile PLEASE make it so the PDF's generated in the collect eSignature function, are not password protected! When we PDF 1 single form, it doesn't PDF protect so I imagine this would easily be fixed in your back end coding so tax preparers can send secure files to their clients & send docusigns from Profile seamlessly, without a silly time wasting work around.
Thank you for fixing this in advance!
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Other Questions
Hello,
I appreciate your suggestion. Can you please also send your feedback with the help menu in Profile, Help Send feedback. These comments are being looked at by the designers. I will also pass the info to the designers myself.
Thank you!