S-Sign Email Verification
S-Sign allows you to employ 2-factor authentication (through an emailed code) in order to verify signer identity. You can also disable this feature to allow signers to access and sign your document(s) just by clicking I agree to do business electronically.
This article will cover how to execute both options as the sender and the POV of the signer for each.
Require two-factor authentication: Signer’s POV
The default option that S-Sign provides the signer is two-factor authentication. Upon opening the S-Sign request email, the signer will be prompted to send a verification code to their email address and enter that code before they are allowed to view and sign the document(s). To the signer, it will look like this. After clicking the Send Email button, a subsequent email will be sent to the signer with a six-digit verification code that they will need to enter in order to access the S-Sign request. This email will look like this. After returning to the initial request, the signer will then enter the six-digit verification code that they received into the designated box, and will then be allowed to click continue, view, and sign the document(s). That feature provides added security as only the recipient’s email will have access to the verification code, and thus, access to the S-Sign request. Next, we will cover how to disable this feature and what the user experience will look like when that is done.
Disable The Email Verification Code Requirement: How-To
In order to disable the email verification code requirement, you will need to navigate to the template editor of the specific S-Sign-enabled S-Docs template. Once in the template editor, navigate to the S-Sign panel in the left-hand side of your screen. Select the S-Sign Template Settings tab. Select the Disable email verification code requirement checkbox. After clicking the box a Warning message will appear on your screen. Click Ok to continue. Click Save at the top of the screen to save this feature to the document. You have now successfully disabled the verification code requirement. S-Sign requests made with this template will not require signers to enter their email, receive a verification code, and enter the code in order to view and sign the document. They will only need to check I agree to do business electronically.
Checking this option allows anyone with the sign request email to open and sign the document. Keep this in mind when CC and BCCing additional people on S-Sign request emails. We recommend reviewing this option with your legal team.
Disable The Email Verification Code Requirement: Signer’s POV
When you disable the verification code requirement, the signer’s user experience will be different than before. Upon opening the S-Sign request, they will be met with this screen. Instead of entering a verification code from a separate email, all they have to do is simply check I consent to doing business electronically and then click Continue to access the S-Sign request. That is it! The signer now has access to view and sign the S-Sign request. You can see how this option provides less security, but allows the signer the option to delegate the task to someone else.