How do I configure Two Factor Authentication for Adhoc user?

While defining signatories, there is an option to configure two factor authentications if the selected user is an adhoc user.

There are 3 steps which an Admin or Internal user will follow to set up the signatory process.

Step 1: Upload documents

Step 2: Specify Participants

Step 3: Sign & Send

In Step 2, you will be specifying the signatories of the document. Additionally if you,

  • Select an Adhoc user, you will be displayed with a checkbox called “Signer Authentication Required”
  • Select this checkbox. At the time of signing, adhoc user will receive an OTP to their mobile number and email ID. Only upon inputting valid OTP, adhoc user will be allowed to sign the document.  
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