How to Verify Signers using One-Time Password (OTP)

One-Time Password, or OTP, verification provides users with a higher standard of security assurance when signing documents online. When the OTP is required by the Sender, the Signer will need to pass the verification before accessing or sending back the document.

Sender’s Perspective: How to Set the Email and SMS OTP?

Method 1.Set up your OTP preference from the account settings.

1. Click “Setting”, and click “Preference”.
2. Click “Edit”.
3. Under “Security Password”, you may determine when to enter the OTP, including:

• “Only when sender asks”;
• “Always: receive via Email”;
• “Always: receive via SMS” and
• “Always: receive via both Email and SMS”*.

      4. After selecting your preferred method, click “Save”. 

*Note: OTP via both Email and SMS is a setting of “Advanced Authentication” (a premium feature), which is available for Pro plan and above. Get your free trial here.

What are the options of “Security Password” (OTP)

• Only when sender asks: You don’t need to enter a security password when signing the document, unless the sender requests you to do so.
• Always: receive via Email: You need to enter a security password that is received from Email every time when signing the document.
• Always: receive via SMS: You need to enter a security password that is received from SMS every time when signing the document.
• Always: receive via both Email and SMS: You need to enter a security password that is received from both Email and SMS every time when signing the document.

*Note: If you choose “Always”, this means you agree to always enter the OTP every time  when you are requested to sign. “Security Password” setting is not applicable for the tasks created and signed by yourself.

Method 2. Via “Manage Signers” when you assign the signer.

1. Click “+”, and click “Get Signatures” to create a task.
2. Click “Select file” to upload the document.
3. After that, click “Continue”.
4. Enter the signer name and the corresponding email address in the “Manage Signer” section.
5. Click on the More icon “...”, go to “Identity Authentication” and click “edit”.
6. Under “Identity Authentication”, you may determine in which way your signers need to pass the verification, including “Not required”, “Basic Identity Authentication”, and “Advanced Identity Authentication”. 
   • Basic Identity Authentication (OTP via email): The signer will receive the OTP via email.
   • Advanced Identity Authentication (OTP via email & SMS): The signer will receive the OTP via email and SMS.
7. Select “Authentication Time” to decide the timing to verify signers, including “Authentication before completing the task” and “Authentication before accessing the task”.
   • Authentication before completing the task: The signer needs to fill in the OTP before sending out the task.
   • Authentication before accessing the task: The signer needs to fill in the OTP before opening the task.
8. Click “Confirm” to complete the setting.

Method 3. Via “Identity Authentication” when you review and send the task.

1. After creating the signing task, click “Continue”.
2. Under “Review and Send”, you will see the Identity Authentication settings, and click “View”.
3. Click “Edit”, and select “Identity Authentication” to decide the authentication method, including “Not required”, “Basic Identity Authentication”, and “Advanced Identity Authentication”.
4. Select “Authentication Time” to decide the timing to verify signers, including “Authentication before completing the task” and “Authentication before accessing the task”.
5. Once all is set, go back to the previous step and click “Send”. 

*Note: Advanced Identity Authentication is a premium feature, available for Pro plan and above. Get your free trial here.

Admin’s Perspective: How to Manage Members' Permission of OTP?

1. Click your account profile icon, and click “Admin Console”.
2. Click “Authentication settings”.
3. Switch on the “Allow user using authentication”.
4. Select the  “Authentication Methods” to allow your members to use the authentication method when they send out signature requests to their signers.

Signer’s Perspective: How to Complete my Identity Authentication before Opening the Document?

As the signer, you might be requested by the sender to verify your identity via email and/or SMS before accessing the document. Please follow the instructions below.

1. Click the signature request link from the email. You will see that a password is required in order to open the document. (If you are already logged in, go to the dashboard and open the document.)
2. You will then receive 6 digits OTP via email and/or SMS. Please fill in the password accordingly. Then click “Confirm”.

   (OTP via Email)

   (OTP via SMS)
3. Once you have passed the verification, you can proceed to sign the document.
4. Click “Finish” to complete and send back the task to the sender.

Signer’s Perspective: How to Complete my Identity Authentication before Sending Back the Document?

As the signer, you might be requested by the sender to verify your identity via email and/or SMS as the last step before sending back the document. Please follow the instructions below.

1. Click the signature request link from the email. (If you are already logged in, go to the dashboard and open the document.)
2. Follow the instructions on the document to put your signature or information accordingly. (Read our tutorial: How to sign a document with DottedSign.)
3. When all is complete, click “Finish”, then click “Confirm”.
4. At this stage, you will see that a password is required in order to proceed. You will then receive 6 digits OTP via email and/or SMS. Please fill in the password accordingly.
5. Then, click “Confirm”. The document will be sent back to the sender.