Electronic Signature Authentication Using Email & SMS

When email/SMS password authentication is turned on, Signority will send a randomly generated PIN to the recipient when they try to access your document. This helps with the electronic signature authentication process, further validating the signer and helps you determine that the signer’s identity is valid.

Setting up Multifactor Signature Authentication

To turn on a two-factor verification type for a recipient when you’re sending a document, you’ll go through the same process for creating electronic signature documents for othersUpload the document you want to use and then go to the Recipients page to add your signers.

  1. Use the Add Recipients button to add the signers you want.
  2. For the signers you wish to authenticate, click the lock icon to set up signature authentication.

Begin signature authentication on Recipients Page

  1. Choose the verification type you’d like for the recipient. You have the option between Email Authentication and SMS Authentication. For SMS Authentication, you will need the signer’s cell phone number for them to receive the PIN code. (Note: please ensure the SMS number is correct, or the signer cannot access the document for signing.)
  1. Multifactor signature authentication optionsOnce you have added the authentication settings, finish your signer list, set any Recipient Settings you need and edit your invitation email and go to the Editor page.
  2. Complete the document preparation by adding Tags to your document. When you’re finished, use the Next button on the top right to send off the document.

Electronic Signature Authentication Process for Signers

For the signers, once they’ve clicked on the link from the invitation email, they will be shown this access page. The Email PIN code will be included in the invitation email and SMS PIN codes will be sent at the moment the signer clicks the Review Document button in the invitation email.

The signers will require either (or both) of these PIN codes to access the document before signing.

Signature Authentication PIN Codes required

Once the signer has accessed the page, the process to sign documents online will be the same as usual.

Further Readings

Benefits of Digital Signatures

Whitepaper: A Brief Introduction to eSignatures

Track and Monitor Document Status & Workflow

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