At times you, the sender, may need to restrict signing and viewing of signed documents with an access code. This could be to protect private or confidential information and/or to ensure the document is only signed by the correct signer. There are two options:
1. End-to-End: Setting End-to-End will require an access code to view and sign the RSign document securely within the signer’s web browser. The same access code will also be needed to view the final signed and encrypted document.
2. Required to Open Signed: This option requires an access code to view the final signed encrypted document.
Setting Access Authentication in the SEND tab.
In the SEND tab under OPTIONS, there is a drop-down menu which lets you, the Sender set Access Authentication for an RSign document.
Auto Generated Password User Entered Password
1. On the Send tab, the password is hidden using the “*” symbol for added security.
2. There are no minimum requirements for an access authentication password.
3. After selecting the Access Authentication type from the dropdown, if the password textbox is left blank, an automatically created 8-character alpha-numeric password will be assigned to this RSign document.
4. If Email Access Code is checked, the entered custom access code will be sent to the Signer(s) by email prior to the signature request email.
5. If the checkbox, Email Access Code is un-checked, the sender should communicate the entered custom access code to the Signer(s) as the email access code will not be delivered through RSign.
6. The automatically created password will always be sent irrespective of the selection made for the Email Access Code
In the SETTINGS tab, under GENERAL SETTINGS, you, the Sender, have the option to configure how you want the setting Access Authentication to work and be set in the SEND tab.
Note: The Email Access Code dropdown is greyed-out until an Access Authentication method is selected.
1. Options: Lists the setting Access Authentication and Email Access Code.
2. Display: Controls if Access Authentication & Email Access Code will be active, disabled or viewable in the Send tab
a. Active: Access Authentication will be visible in the OPTIONS section on the SEND
b. Disable: Access Authentication will not be visible in the OPTIONS section on the SEND
c. View Only: Access Authentication will be visible in the OPTIONS section on the SEND tab but will not be configurable. The setting will be displayed for reference only.
3. Default Value: Lists the default value for Access Authentication. The value will be displayed in the SEND tab when preparing a new document for signature.
a. End-to-End: End-to-End will require an access code to view and sign the RSign document securely within the signer’s web browser. The same access code will also be needed to view the final signed and encrypted document.
b. Required to Open Signed: This option requires an access code to view the final signed encrypted document.
When a user sends a document for signature with the Access Authentication feature enabled, the recipient is required to input the access code depending on which method is selected.
An Access Code, or password, will be required to view and sign the email, as well as, view the final signed contract.
If Enter Access Coder or Leave Blank is left blank a randomly generated password will be created. This randomly generated password will be sent to all Recipients and the Sender via email. In this instance, a randomly generated password will always be sent irrespective of whether “Email Access Code” is checked.
If the box Email Access Code is checked and an access code is entered, the access code will be emailed to all recipients and the Sender in an email sperate to the signature request email.
If the box Email Access Code is not checked and an access code is entered, the access code must be disseminated to the recipient through whatever means the creator of the password deems appropriate, (telephone, text, prearranged, etc.). The access code will not be automatically sent through RSign and if the access code is not given to the Signer, he or she will not be able to sign the document.
1. Select End-to-End
2. Password Email
3. Invitation to View and Sign Email
4. Password Field in Web Browser
5. Insert Password in Password Field and Press the Green CheckBox
6. Document Visible to View and Sign
7. Signing Process Complete
8. Email Sent with Password to Open Signed Document
9. Email Sent with Password Protected Signed Document
10. Open PDF and Insert Password
11. View Signed Document
Required to Open Signed
An Access Code, or password, is required to view the final signed contract. If the checkbox, Email Access Code is selected, or the access code is left blank for a randomly generated password to be created, the recipient receives an email containing the password, highlighted in yellow, to open and view the signed document. If the box is not selected, the password must be disseminated to the recipient by another means (telephone, text, prearranged, etc.)
1. Select End-to-End
2. Invitation to View and Sign Email
3. Once the document has been signed, Email Sent with Password to Open Signed Document
4. Email Sent with Password Protected Signed Document
5. Open PDF and Insert Password
6. View Signed Document