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Authentication form setup

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Written by Yuliia Biletska
Updated over 2 months ago

The form verifies the identities of those who access your documents or restricts access to it.

Find instructions on creating a form and designing its layout to match your branding and preferences in this article.

Follow the steps below to set up your payment form.

1.Click the Heading field to change its title and size. In the Properties tab you may set the size of the Heading, if required.

2.Click the Authentication field to select an authentication method for your form:

  • Full name and Email address

    • Signer will be asked to provide their full name and email address;

    • Use the Domain validation option to restrict access based on email domains.

    Once the form is received by the signer, they will be prompted to enter their full name and email address.

    Once the email address is entered, the customer will receive the verification email to complete the validation:

  • Full name and Phone number

    • Signer must enter their full name and phone number.

    • Set a default country code.

    • Phone number symbol limits are automatically defined based on the country.

    Once the email address is entered, the customer will receive the verification email to complete the validation:

  • Social network

    • Signer can verify their identity using their Facebook or Google account.

Enable Authentication details to show a summary of successful validation after form completion.

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