Blog

Power User Tips: Adding Password Protection to Your Workflow

Blog

Power User Tips: Adding Password Protection to Your Workflow

Blog

Power User Tips: Adding Password Protection to Your Workflow

Blog

Power User Tips: Adding Password Protection to Your Workflow

Blog

Power User Tips: Adding Password Protection to Your Workflow

Blog

Power User Tips: Adding Password Protection to Your Workflow

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Blog

Power User Tips: Adding Password Protection to Your Workflow

Lacey Jackson
/
January 21, 2021
Blog

Power User Tips: Adding Password Protection to Your Workflow

MIN
/
January 21, 2021
About the Episode
Episode Highlights
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Episode Transcript

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

Blog

Power User Tips: Adding Password Protection to Your Workflow

Blog

Power User Tips: Adding Password Protection to Your Workflow

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If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

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Power User Tips: Adding Password Protection to Your Workflow

Become a Formstack power user. Follow these steps to build a secure workflow by password protecting your forms and documents.
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If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

If you’re gathering, storing, or sharing sensitive information such as social security numbers or credit card information, securing your forms and documents is likely top of mind. There are a few ways to protect your workflows, such as form encryption. Today, we’re going to walk through how you can use password protection to secure your forms and documents. 


NOTE: The Formstack Platform is secure and HIPAA compliant. Confidently collect and manage healthcare data with HIPAA compliant forms, documents, and eSignature collection. 


Why should I password protect my forms and documents? 

Only someone with access to your Formstack Forms account can see your submission data. However, unless you’re on a Formstack Enterprise plan, your form is considered public. This means that anyone with a link to your form can submit their data. If you want to ensure only specific individuals can submit their information, you can add a password to your form. 

Similarly, if you want to ensure that your document recipient is the only person capable of signing and filling your document, you can add a document password. 

Enabling password protection on your forms and documents only takes a few clicks. Check out the videos below to see just how easy it is to set up. 


Form Password Setup

On your account dashboard, choose the form that you want to password protect. Head over to the form Settings tab and choose security. You’ll see two buttons that allow you to add a PGP key or add a password. Choose add a password and choose a word or phrase that meets the password requirements. 

Here are a few things to keep in mind when setting up your form password: 

  • The password is universal across the entire form for all individuals.
  • The password can be changed at any time, voiding the previous password.
  • The password is case-sensitive.
  • If you accidentally add a space in the password that is not intended to be there, it will be required to access the form.



eSign Password Setup

To set up a signing password is just as easy! Log in to your Formstack Sign account and upload your file. Add your participants and fields as you normally would. Give your document a title and write a message to your signers. When you’re ready to add your password, simply check the password protect signing box and add a unique password to your document. Now, only users with the password you set can sign the document. 



Want to learn more Formstack Platform tips and tricks? Check out our
Builders blog series to see how you can put Formstack to work for you.

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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