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:

• eSign – In Person – To eSign in person, select this option.

• eSign Remote – To sign remotely, select this option. The signers will receive a link by email to open and sign the documents.

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.

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:

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.

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.