How to sign a document with KBA authentication?

When knowledge-based authentication (KBA) is enabled for a signer, the signer must verify their identity before accessing and signing the document. KBA asks the signer to provide legal identity information and answer security questions based on public record information.

If you receive a document that requires KBA, complete the verification first. After successful verification, BoldSign redirects you to the document so you can review and sign it.

To sign a document with KBA authentication, follow these steps:

1. Open the signing request

   Open the signature request email and click Review and Sign. You will be directed to the KBA authentication page before the document opens.

2. Start KBA authentication

   Review the KBA verification instructions. Select the consent checkbox to agree to the KBA verification process, then click Begin verification.

   If you try to continue without selecting the consent checkbox, BoldSign prompts you to agree before proceeding.

3. Enter legal identity information

   Enter the required legal identity information. This includes:

   • First name
   • Last name
   • Address
   • City
   • State
   • ZIP code
   • Last four digits of your SSN

   BoldSign uses this information to generate security questions for KBA. If any required information is missing or invalid, BoldSign prompts you to correct it before generating the questions.

4. Generate security questions

   After entering the required information, click Generate questions. BoldSign generates security questions based on public record information associated with the identity details you provided.

5. Answer the security questions

   Answer all the security questions shown on the screen. A timer may be displayed for the current KBA session.

   All questions must be answered before submission. If any question is left unanswered, BoldSign highlights the unanswered question so you can complete it.

6. Submit your answers

   After answering all questions, click Submit answers. BoldSign checks your responses and shows the verification result.

7. Continue after successful verification

   If KBA is completed successfully, BoldSign opens the document. Review the document and fill in the required fields.

8. Finish signing

   After completing all required fields, click Finish to complete the signing process.

If KBA cannot be completed

If KBA cannot be completed, BoldSign displays the reason or next available action.

• Session expired: If the KBA session expires before you submit your answers, restart verification if attempts are still available.
• Verification failed: If your answers cannot be verified, you can try again while retry attempts are still available.
• Maximum attempts reached: If the allowed number of attempts is reached, access to the document is restricted. Contact the sender for assistance.

The sender can reset KBA authentication to let you try again or remove authentication if KBA is no longer required.