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The second signer in the list is a ‘Remote’ signer with a phone authentication mode set up. The remote signer receives an e-mail with a link to sign the documents. To complete the authentication and sign the documents, perform the following steps:

Note

As there is no order index specified, the second signer receives an email the same time as the first signer. So, the secondary signer would be able to sign the documents at the same time as the primary signer.

Figure 16: Recipient section – Remote Signer (Auth: Phone)

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Click on Review Documents.

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Figure 17: Recipient Authentication Mode – Phone (1)

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Enter the authentication PIN in the Access Code field and click on the Validate button.

Note

This step is applicable only if we have set up a PIN for authenticating the signer. In our example we set up a PIN for the remote signer (Secondary Recipient). If you wish, you may also set up a PIN for the ‘In-Person’ signer.


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Figure 18: Recipient Authentication Mode – Phone (2)

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Click on the Call button to place the automated voice call to the signer.

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Figure 19: Recipient Authentication Mode – Phone (3)

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Enter the authentication code that appears on your screen:

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Figure 20: Recipient Authentication Mode – Phone (4)

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Once you enter the code on your phone, the document bundle appears on your screen. Submit the electronic signatures and click Finish.