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How to add authentication after sending a document?
Published:
1 min read
To make the signing process more secure, authentication can be added. When authentication is added, the signer can open the document only after entering the valid code. BoldSign provides email OTP (one-time password) and access code authentication methods. You can add authentication while creating a document or after sending a document.
To know how to add authentication while creating the document, check this article: Add authentication while creating the document
Follow the steps below to add authentication after sending a document out for eSignature:
- Select
My Documents
from theDocuments
menu. - Click the document in which the authentication should be added.
- On the overview page, you can find the
Recipient details
at the bottom of the page. - Click the context menu at the right end of the recipient in Recipient details and select the
Add authentication
option. Email verification
andAccess code
options will be displayed.- Then, click the required option.
- If you select the
Email OTP
option, an OTP message will be sent to the signer’s email id to access the document.
- If you select the
Access code
option, you must add the code and share it with the signer to access the document.
- The selected option will be updated in the
Authentication
field.
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