Documents via link sharing
Documents via link sharing should only be accessible to the intended recipient.
Steve Hodson commented
Reasons this is needed:
1. It is quite easy to send the wrong link to the wrong person - that way a customer could sign off the sender's fields like pricing. When a recipient's email is already a pandadoc licensed user it would be very easy for Pandadoc to work out that they already have a login and make that link only accessible to that logged in user.
2. It is also easy for people to forward their links not using the forwarding feature - e.g. the customer forwards the link to their manager to sign. This results in contracts getting esigned by a person who isn't the person in the electronic signature verification. This would make it very hard to prove who signed the document in court and makes the whole electronic signature element rather pointless.
You would still want to make it easy for anyone to fill in and sign documents, but the additional security or checks would be good to make sure the person signing is the intended recipient.
Sniazhana Amelchanka commented
To restrict who can sign the document via the link generated for it.
AdminVirginia Simpson (Admin, PandaDoc) commented
Each recipient has a unique link to the document, which defines the recipient's rights and fields, which the specific recipient is authorized to fill in. Only the assigned recipient should be able to access the document via the unique link.