# Advanced Settings

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### Advanced Signatory Verification (Optional Settings)

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.

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### 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.

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### 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.

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### 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.

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#### 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.

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#### 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.

**ID Verification Type**

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
* External signers are involved

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### 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.

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### 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.

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### 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.
