How to change the authentication of a signer?

Authentication refers to the process of confirming the identity of a user, which helps to prevent unauthorized access. It is added to the signers during the document creation process and can be changed even after the document has been sent for signature. However, only the sender and the sender’s administrator can change the authentication.

Refer to these links to know how to add authentication to a signer and how to add authentication after sending a document.

Follow the steps below to change the authentication type of the signer after sending the document:

• Expand the Documents menu on the Dashboard page and select My Documents.
• Click the document in which you want to change the authentication type, and you will be directed to its overview page.
• Scroll down to the bottom of the overview page to find the Recipient Details.
• In the Recipient Details section, you can see the current authentication type assigned to the recipient.
• To change the current authentication type, select the Remove authentication option from the context menu at the right end of the recipient.

• A confirmation pop-up appears, and click the Yes, remove option to proceed.

• After removing the authentication, select the Add authentication option from the context menu.
• The authentication types will be displayed. Select a required option, and the authentication type will be changed successfully.

• When the signer opens the document, the updated authentication type will be displayed for verification.