Signer authentication methods

Adobe Sign allows for several options to authenticate that the Signer of your document is the same person that you sent it to. 

If you want to ensure that your recipient is the person you want to sign the document, select Verify Signer Identity then when sending a transaction.

An Account Admin can also adjust which of these authentication methods (if any) Senders can use in their account. To adjust these settings, log in as an account admin. Go to

Account tab > Account Settings > Send Settings.

Scroll down to "Signer Identity Verification Settings," and check the options that you want to have access to when sending.

Identity verification options per recipient

Allow senders to set signer identity verification options per recipient. For example, senders can set a different password for each recipient in a transaction.

Signing password

The Signing password option allows the sender to set a specific password. You can then send that password to your signer to allow them to be able to access and sign the document. 

Note:

Passwords can only contain letters and numbers, no special characters are allowed. For example:

` ~ ! @ # $ % ^ & * ( ) _ + - = [ ] \ ; ' , . / { } | : " < > ?

Note:

You cannot recover to reset the Signing password. If the Signing password is lost or forgotten, there is no way to access the document or the transaction. It's necessary to cancel that transaction and send the document again in a new send transaction.

Knowledge-based authentication

This  is a high-level authentication used mainly in financial institutions and other scenarios that demand a strong assertion of the signer's authenticity. The signer is asked several customized, nontrivial questions from their past and they must get them correct, or they can't sign the agreement. This option is only available for Enterprise and Global level accounts, and only can apply to signers in the United States.

A third-part performs the Knowledge-based authentication (KBA (powered by InstantID Q&A from LexisNexis Risk Solutions). To successfully sign a document when this feature is enabled, the signer has to provide personal information about themselves. That third-party then uses that information to craft the questions and validate correct responses.

Adobe provides this feature through a partnership powered by InstantID Q&A from LexisNexis Risk Solution. Learn more about LexisNexis Identity Verification.

The successful KBA identity verification is then logged in the Audit Report for this transaction.

If the Knowledge-based authentication (KBA) questions have been failed too many times, the document is locked and cannot be accessed. In this case, contact the person that sent you the document to sign directly. Request that they either reduce the KBA difficulty level or remove it altogether and then resend the document.

The best way to do that is to Reply to the e-mail sent to you asking for your signature. This e-mail is sent from the echosign.com e-mail domain. But, if you reply to it, you see that the reply is directed to the e-mail address of the sending party.

 

Web-identity authentication

The Web-identity authentication requires signers to log in with their Google, LinkedIn, Facebook, or Twitter identities before viewing and signing the document.  Once a signer successfully validates their web identity, this event is recorded in the Audit Report for this transaction as well.

Phone authentication

Phone authentication is a two-factor form of signer verification that is enabled at the Enterprise and Global levels of service. The signer receives a code on their phone and then enters the code to be able to view and sign the document. 

Enabling phone authentication

Before phone authentication can be used as an identity verification method, it must be enabled by an Account Administrator.

Video (1:39)

Using phone authentication

Once phone authentication has been enabled, it can be used as the identity verification method when sending a document for signature. This video shows how to select phone authentication as the identity verification method and how the signer verifies their identity when they receive the document.

Video (1:25)

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