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: the clients (signers) would have to be present “on-location” to sign the forms opened on the reps’ electronic devices.

• eSign Remote: 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 eSigning.

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:

• KBA (Knowledge-based Authentication): The system will present the signer with a predefined set of questions to answer. The questions will relate to the client’s personal information to verify their identity.

• Phone Auth: The signers will receive an automated voice call prompting them to enter a verification code over the phone.

• SMSOneClick: The 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.

PIN for Authentication

Use this field to set a PIN (number) for authentication. The signers must enter this number before proceeding with the signer authentication process.

Order Index

This field allows you to set the order in which the recipients will sign the forms. For example, you can enter 1 if you want the primary signer to be the first signer. The rep will receive the forms once all the other recipients have signed.