Kofax SignDoc Standard 2.1.0.3 - Online Help

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Remote signing session

Receive signing request

Recipients first experience with SignDoc Standard is an email informing them about the request that documents need their review or signatures.

The email is sent from SignDoc Standard on behalf of the sender (the user organization). The email contains:

•information about the sender (sender name)

•a message from the sender in the email body

•a secure personalized link to SignDoc Standard to open the document

Welcome page for the remote signing session

When the recipient clicks on the link or the button Open Documents the SignDoc Standard guided signing and review process starts. This page informs the recipients about:

•who requested reviewing or signing

•what is requested to review and sign

•expiration date

•request from sender for recipients authentication

Authentication options

1.None

The recipient can directly go to the next page with the E-sign Consent form will be displayed.

2.Access code

If defined by the sender the recipient must be authenticated before the next page with the E-sign Consent form will be displayed.

SignDoc Standard offers authentication based on access code. The recipient will enter the code in the field next to Access code.

The package creator may have used SignDoc Standard to automatically send the SMS containing the access code to the recipient. This SMS is only sent when the signing session is started.

If authentication fails a message is shown.

3.External authentication

If defined by the sender the recipient must be authenticated by an external authentication provider. When clicking NEXT button a confirmation dialog is displayed which contains some information about the external authentication process.

When clicking PROCEED the recipient is forwarded to the webpage of the external authentication provider. After finishing the external authentication process the recipient is taken back to his remote signing session.

The next step requires the signer to Agree with electronic signing.