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titleChange Log

Date

Change

July 2022

Initial version

September 2022

Revised guide to provide additional clarification.

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 signer to complete an eSigning ceremony without having to re-enter entering 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).

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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

=
  1. to SMS No Password

  2. Set Signix Service Name

=
  1. to SMSNoPassword

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Optional: You may set the new verification method
  1. Click Save and Close.

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

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Navigate to the Signer Types domain (266)

domain.

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Note: Confirm the authentication

.

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 esign recipients, during the eSign Recipient step within the eSign workflow, the option of an e-sign recipient, select SMS No Password should be visible in from 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.

Image Removed 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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