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

Knowledge-Based Authentication (KBA) helps verify your identity before you can access and sign a document. When a sender enables KBA, you must provide identity information and correctly answer security questions based on publicly available records before you can open the document.

After successfully completing the verification process, you can review and sign the document.

To complete KBA verification

• Open the signature request email and tap Review and Sign.
• Alternatively, open the document from the Documents section and tap Sign Now.
• You will be directed to the KBA authentication screen to access the document.
• Review the verification instructions, select the consent checkbox, and tap Begin verification.

• You will be navigated to the personal information screen. In this screen, 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. If any required information is missing or invalid, you will be prompted to correct it before continuing.

• Tap Generate questions.
• BoldSign generates security questions based on public records associated with the information you provided.
• Answer all the security questions displayed on the screen.

• Tap Submit answers.
• BoldSign evaluates your responses and displays the verification result.
• If verification is successful, the document opens and you can review and complete the required fields.

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

Troubleshooting KBA verification

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

Common Scenarios

• Session expired: If the KBA session expires before you submit your answers, you can restart the verification process, provided retry attempts are still available.
• Verification failed: If your answers are incorrect, you can try again if you still have remaining verification attempts.
• Maximum attempts reached: If you exceed the allowed number of attempts, access to the document is restricted. Contact the sender for assistance.

• The sender can either reset the KBA authentication process or remove KBA authentication for the document if it is no longer required.