How to send a document with KBA authentication in the BoldSign mobile app?

Knowledge-Based Authentication (KBA) adds an extra layer of identity verification before a recipient can access and sign a document. When KBA is enabled, recipients must verify their identity by providing personal information and correctly answering security questions before they can view and sign the document.

How to enable KBA for a recipient in the mobile app?

• Tap the + button from the bottom navigation bar on the Dashboard screen.

• Select Create New Document.

• Upload the document that requires signatures.
• On the Add Recipient screen, enter the recipient’s name and email address.

• Enable Authentication and choose the KBA Authentication option.
• Tap Edit settings to review or modify the KBA settings.

KBA settings

• Default verification frequency: Determines how often the recipient must complete KBA verification when accessing the document.
• Number of retry attempts: Specifies the maximum number of verification attempts allowed before access is restricted.
• Name-match tolerance level: Controls how strictly the recipient’s name is matched against the identity information provided during verification.

• Tap Confirm to save the KBA settings.
• Tap Configure fields button to continue the document creation process.

• Add form fields, review the document and tap Send button to send the document.

What happens after the document is sent?

• The recipient receives a signature request email.
• When the recipient opens the document, they are prompted to complete KBA verification.
• After successful verification, the recipient can access and sign the document.
• If the recipient exceeds the configured retry limit, access to the document is locked.