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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 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

version

September 2022

Revised guide to provide additional clarification.

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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 re-entering their password. Instead, they can request an SMS verification code.

Setting up the Authentication Mode

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

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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)

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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)

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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.

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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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Navigate to the Signer Auth Modes domain (270):

Click Administration, type 270 into the search bar, and select Signer Auth Modes from the list of options.

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  1. Set Name to SMS No Password

  2. Set Signix Service Name to SMSNoPassword

  3. Click Save and Close.

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You can also set SMS No Password as the default for a particular signer type.

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Navigate to the Signer Types domain (266).

Click Administration, type 266 into the search bar, and select Signer Types from the list of options.

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

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  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 e-sign recipient, select SMS No Password from the Signer Auth Mode dropdown. For more detailed instructions on setting up e-sign recipients, visit this guide.

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When a signer has SMS No Password enabled SIGNiX proceeds to the attachments screen. Click Finish.

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Info

Info: Normally, SIGNiX displays a password-entry screen after a signer clicks Finish. Instead, SIGNiX will proceed directly to the attachments screen.

Audience: Administrators and Back Office Users

Info

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

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