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Authentication Frequency Settings
Published:
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In BoldSign, senders can customize how often signers are required to authenticate before accessing documents. These settings provide flexibility to balance security and user convenience based on organizational policies.
Authentication frequency settings can be configured in the Business Profile settings. Once applied, all newly created documents will inherit these configurations. These settings apply to the following authentication methods:
- Access code
- Email one-time password (OTP)
- SMS one-time password (OTP)
Supported authentication frequency settings
BoldSign supports the following authentication frequency settings: None (default), Every access, Until signed, and Once per document.
Here’s a breakdown of the available authentication frequency options:
| Authentication frequency settings | Description |
|---|---|
None (Default option) |
This is the default behavior in BoldSign when authentication is enabled for a signer. The signer will be prompted to authenticate only once—when they first open the signature link. After completing the signing process, they can view or download the document without further authentication. |
Every access |
The signer must authenticate each time they access the document via the signing link, even after signing. However, if the signer has a BoldSign account and accesses the document through their dashboard, authentication is required only until the document is signed. |
Until signed |
Authentication is required only until the signer completes their signature. Once signed, signers can access the document without further authentication. |
Once per document |
The signer will need to authenticate only once for the entire document, regardless of how many times they access it. |
What happens if authentication retries are exhausted?
- If a signer exceeds the allowed number of authentication attempts, the document will be locked for that signer. To regain access, the signer must contact the sender to unlock the document.
