Preparing Documents for eSigning
Click on Images to Expand Them
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: By default, this option is selected upon opening the Details form. |
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. Note: The 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:
Note: This mode of authentication is used only for clients residing in the United States that have a sufficient credit history
|
Phone for Authentication | This field is mandatory if the Recipient Authentication Mode is |
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 |