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To prepare the documents for esigning, perform the following steps:
Recipient Transactions – Details Page Fields
Field | Description |
|---|---|
Recipient Type | This is a mandatory dropdown field that is pre-populated based on the form configuration and should not be changed. The field describes the type of signer. In this example, it is the primary signer |
Recipient Mode | This is a mandatory dropdown field. Use this field to choose how the clients access the documents for eSigning:
Note To e-Sign in Person’, the clients (signers) would have to be present “on-location” so that they can sign the forms opened on the reps’ electronic devices.
Note By default, this option is selected upon opening the Details form. NoteThe system sends an eSign link to the email address entered in this field. |
First Name, Last Name, Email, | These are mandatory fields that are pre-filled based on the form configuration but should be checked for accuracy before sending the forms for e-signing. NoteThe system sends an eSign link to the email address entered in this field. |
TIN/SSN | This field is pre-filled based on the form configuration and mandatory if the Recipient Authentication Mode = ‘KBAOneClick’ |
Recipient Authentication Mode | Before eSigning, it is required to complete the authentication process. There are three types of authentication modes: NoteKBAOneClick – KBA (Knowledge-based Authentication) mode will present you with a pre-defined set of questions to answer. The questions would be related to the clients’ personal information in order to verify their identity. NoteThe questions are sourced from the LexisNexis database. NoteThis mode of authentication is used only for clients residing in the United States that have a sufficient credit history NotePhone Auth – To generate an automated call recording, select this option. NoteThe signers will receive an automated voice call prompting you to enter a verification code over the phone. NoteSMSOneClick - To generate a text verification code to your phone, select this option. NoteThe signers will be prompted to enter this code on the authentication window. |
Phone for Authentication | This field is mandatory if the Recipient Authentication Mode is ‘SMSOneClick’ or ‘Phone Auth’. The phone call is placed or the text verification code is sent to the signers’ numbers entered by the rep in this field. |
PIN for Authentication | Use this field to set a PIN (number) for authentication. The signers will have to enter this authentication number before proceeding with the signer authentication process. NoteThis field enables you to add an additional level of authentication. Refer to the PIN for the Authentication section for more information. |
Order Index | You can use this field to set the order in which the recipients will sign the forms. In this example, you can enter ‘1’ if you want the primary signer to be the first signer. If no order is specified or if multiple signers have the same order index, then the signers will receive the forms simultaneously. The rep will receive the forms once all the recipients have signed. |