Advanced Settings
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.
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.
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
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.
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