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Introduction: This guide details the process of setting up the SMS No Password Authentication Mode for clients

Change Log:

Date

Changes

July 2022

Initial

Audience: Administrators and Back Office Users

Functionality: This new authentication mode the allows a user to complete an eSigning ceremony by being verified with a SMS text but NOT requiring the need for a password for completing the signing ceremony.

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The new authentication mode needs to be enabled by SIGNiX. User should contact SIGNiX to have the new mode enabled for a site.

(Done by Back Office Admin)

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Once enabled, add a new record in the Signer Auth Modes (270)

Name = SMS No Password

Signix Service Name = SMSNoPassword

(Done by Back Office Admin)

Enable Option

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Optional:

If client wants option to be the default for a signer type, it can be updated in the Signer Types (266) domain

(Done by Back Office Admin)

Default Signer Mode

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During the eSign Recipient step within the eSign workflow, the option of SMS No Password should no be visible in the Signer Auth Mode section.

Submit eSign package as normal. During the signing process, users with “SMS No Password” will no longer be required to enter their password when completing the signing process.

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