Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Expand
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 allows a 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

To add this authentication mode, add a new record 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.

:

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

Image Added

Rw step

  1. Set Name to SMS No Password

  2. Set Signix Service Name to SMSNoPassword

  3. Click Save and Close.

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

Rw ui steps macro
Rw step

Navigate to the Signer Types domain (266).

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

Image Added
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.

Using the Authentication Mode

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

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

Image Added
Info

Info: Normally, SIGNiX displays a password-entry screen after a signer clicks Finish. Instead, SIGNiX

proceeds

will proceed directly to the attachments screen.

Image Removed

Audience: Administrators and Back Office Users

Info

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

Filter by label (Content by label)
cqllabel in ( "signix" , "esign" , "sms-authentications" , "authentication" , "esign-recipients" ) and space = "UG"