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

Date

Changes

Change

July 2022

Initial

Audience: Administrators and Back Office Users

Functionality: This new

version

Overview

Note

SIGNiX must enable the authentication mode before you can use it in your Docupace site.

The new SMS 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. Rw ui steps macro
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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

without having to re-enter their password. Instead, they can request an SMS verification code.

Setting up the Authentication Mode

Add a new record in the Signer Auth Modes domain (270)

Name = SMS No Password

Signix Service Name = SMSNoPassword

(Done by Back Office Admin)

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Enable Option

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Optional:

If client wants option to be

You may set the new verification method as the default for a signer type

, it can be updated in

. Update the Signer Types (266) domain

(Done by Back Office Admin)

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Default Signer Mode

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During

.

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Note: Confirm the authentication

Using the Authentication Mode

When setting up esign recipients, during the eSign Recipient step within the eSign workflow, the option of SMS No Password should

no

not be visible in the Signer Auth Mode section.

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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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Audience: Administrators and Back Office Users

Info

Functionality: SIGNiX is platform that allows individuals to sign forms electronically.