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titleChange Log

Date

Change

July 2022

Initial version

Overview

Note

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

The new SMS authentication mode allows a signer to complete an eSigning ceremony without having to re-enter their password. Instead, they can request an SMS verification code.

Setting up the Authentication Mode

Add To add this authentication mode, add a new record in to the Signer Auth Modes domain (270).

Rw ui steps macro
Rw step

Navigate to the Signer Auth Modes domain (270).

Rw step

Click New Signer Auth Mode.

Rw step

  1. Set Name

=

  1. to SMS No Password

  2. Set Signix Service Name

=

  1. to SMSNoPassword

  2. Click Save and Close.

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TipOptional: To You can also set SMS No Password as the default verification method for a particular signer type, update .

Rw ui steps macro
Rw step

Navigate to the Signer Types domain (266).

Rw step

Double click on the signer type record you want to update.

Rw step

  1. Select SMS No Password from the Default Signer Auth Mode dropdown.

  2. Click Save and Close.

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Using the Authentication Mode

When setting up an esign recipient, select SMS No Password from the Signer Auth Mode dropdown menu. For more detailed instructions on setting up esign recipients, visit this guide.

At

the end of the signing process, SIGNiX will no longer require those signers to enter a password. Instead, they will see a Finish When a signer with SMS No Password clicks Finish, SIGNiX proceeds directly to the attachments screen.

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Audience: Administrators and Back Office Users

Info

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