When adding recipients, you have the option to have them authorize themselves either when they are opening the document, signing the document, or both.
You have a few options for authorizing the recipient.
They can do it with a security question and answer, using their eID, or by having the recipient enter a 4-digit code before opening and/or signing the document.
How to require recipients to verify their identity when opening or signing a document
When authorization has been added the padlock will be green:
When no authorization has been added the padlock will be grey:
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Verification method
SMS on open
Available from plan Professional
With the SMS on open toggled ON, the recipient will receive an SMS with a unique code that they will have to enter into a popup window to be able to view the document.
When choosing the SMS option, make sure to add the recipient's mobile phone number to the contact before sending the document. |
Password verification
With password authorization, the recipient will have to answer a question you have entered with the correct answer.
You can either choose to have them authorized on open or when signing. |
Signing method
SMS on sign
Available from plan Professional
With the SMS on sign toggled ON, the recipient will receive an SMS with a unique code that they will have to enter into a popup window to be able to sign the document.
When choosing the SMS option, make sure to add the recipient's mobile phone number to the contact before sending the document. |
Electronic identification
Available from plan Professional We currently support eID in these countries.
Read more about eID here |
Personal identification number
You are now able to confirm the identity of a signer through their social security number (SSN), if they have signed using an electronic ID. The SSN will show up right by the name of the signer, so you can double-check that itβs the authorized signatory before you go ahead and approve and seal the document. When the recipient is viewing the document they can open up the recipient's view by clicking on the menu up to the right and selecting recipients, here is where you can see the social security number under the signer's name.
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