How to add KBA authentication to an existing document?

BoldSign allows senders to add knowledge-based authentication (KBA) to a signer in an existing document. This is useful when a document has already been created or sent, but a signer now needs stronger authentication before accessing the document.

When KBA is added, the signer must complete KBA before they can access or continue signing the document.

To add KBA authentication to an existing document, follow these steps:

1. Open My Documents

   Go to the My Documents page from the sidebar menu.

2. Open the document overview page

   Select the document where you want to add KBA authentication.

3. Open signer actions

   Locate the signer who needs KBA authentication. Click the more options icon next to the signer.

4. Select Add authentication

   Choose Add authentication from the signer actions menu.

5. Choose KBA authentication
   Select Knowledge-based authentication (KBA) from the authentication options.

6. Configure KBA settings

   Review and update the KBA settings for the signer:

• Default KBA frequency: Controls when the signer must complete KBA while accessing the document.
• Number of retries: Sets the allowed number of KBA attempts before the signer is blocked.
• Name-match tolerance level: Controls how the signer’s name in BoldSign is compared with the identity details provided during KBA.

7. Add authentication
   Click Add authentication to apply KBA to the signer.

After KBA is added, the signer must complete KBA the next time they access the document. If the signer has already received the signing email, they can use the existing document link to continue.

If the signer fails KBA and reaches the maximum allowed attempts, their access will be restricted. The sender can reset KBA authentication to allow another attempt or remove authentication if KBA is no longer required.