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Overview
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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. Image Added
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Optional: You may set the new verification method
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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) |
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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. Image Added
Double click on the signer type record you want to update.
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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: 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
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Functionality: SIGNiX is platform that allows individuals to sign forms electronically. |
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