Description- eSign documents can now be signed after being sent with an SMS authentication feature.
UseCase- Increase security for the process to eSign docs to avoid any safety-related issues.
Navigation-
- Go to the eSignature module. Click on Sign Document.
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- Attach a document and click on Next.
- Add Signers & insert fields in the document.
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- Include the subject and message. Select the checkbox next to the SMS verification option. Verify the phone number, then click Send.
Note: You can modify the number that auto-populates from the signer’s contact in the phone number field.
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To sign the document, click the review and sign button in the email received.
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- A window requesting confirmation of the number will appear. Click on Send SMS.
- An OTP verification screen will show up, and the OTP will be sent to the number you entered earlier in the send section.
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Upon entering the OTP. The document will be available for eSign.
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