# Advanced Settings

<figure><img src="/files/2MKgqx07OtvDSn3jGj9n" alt=""><figcaption></figcaption></figure>

### Advanced Verification

The **Advanced Settings** section allows administrators and initiators to apply additional identity verification and security controls for **external users**—before they are allowed to sign a document.

These settings enhance signer assurance and are typically used for high-value, sensitive, or compliance-driven workflows.

***

### Screen Overview

The **Advanced Settings** panel is available as part of the **Signatory Configuration** and is optional.\
It provides controls for:

* Demographic validation
* OTP Authentication
* Liveness/Facematch
* ID-based verification

The options displayed depend on account configuration, participant type, and administrative permissions.

***

### Verify Demographic Data

When enabled, this option validates signer details (such as name or identifier) against available verification data during the signing process.

* Helps ensure that the signer’s identity matches the expected participant details.
* Commonly used in regulated or identity-sensitive workflows.

***

### User Authentication Options

The **Users will authenticate through** setting defines the level of verification required before a participant can sign.

#### None

* No additional authentication beyond standard access controls.
* Suitable for low-risk or internal workflows.

***

#### Basic / Advanced Authentication

Enables additional verification methods that may include one or more of the following:

**OTP Authentication**

* A one-time password is sent to the signer’s registered contact method.
* The signer must successfully validate the OTP before signing.

**Liveness / Face Match**

* Confirms the physical presence of the signer.

These methods increase confidence in signer authenticity while maintaining a smooth signing experience.

***

#### ID Verification

Enables identity verification using officially recognized identification methods.

**Country**

Defines the country context for ID verification.

* Available verification methods may vary by country.

Allows selection of an appropriate ID verification mechanism based on regional compliance and account configuration.

ID verification is typically used when:

* Regulatory compliance is required
* Higher assurance of signer identity is needed

***

### Saving Advanced Settings

Click **Save** to apply the selected advanced verification settings for the participant.\
These settings are applied before the signer is allowed to proceed to the signing stage.

***

### Notes

* Advanced Settings are applied to external participants.
* Available authentication and verification methods depend on:
  * Account configuration
  * Regional regulations
  * Administrator permissions
* These settings directly impact the signer’s verification flow during signing.

***

### Best Practices

* Use OTP or ID verification for external or unknown signers.
* Enable liveness checks for high-risk or legally sensitive documents.
* Avoid unnecessary verification steps for low-risk workflows to maintain signer experience.
* Align verification strength with organizational and regulatory requirements.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.emsigner.com/initiate-and-sign-envelopes/creation-of-an-envelope/signing-flows/i-will-sign-with-others/advanced-settings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.