Geofencing is similar to creating a virtual barrier around a certain
area. This fence designates the area we want to monitor, manage or control. In
case of Leegality - Signing your clients documents within a designated area.
Setting Up
Geofencing by the User on the Dashboard -
On the dashboard in the user account panel,
Account > Department > Invitee Configuration > the admin has to Toggle
on - “Enable restrictions based on GPS location and/or accuracy in the signing
journey” and can mention a Default Permissible Radius (in meters) and Default
Accuracy Threshold (i.e. accurate upto x meters). This will be the default
coordinates set by the admin.
Via New document flow
1. Create a new document, upload file / select
template and proceed to the invite section of the sending journey.
2. Enable "Capture GPS Location" for
invitees under the ‘invitee level options’
3. The default coordinates configured by the
admin will be set. The sender can continue with these predefined settings or add custom Accuracy and Lat-Long
coordinates for each signer/reviewer.
4. Geofencing will:
-
Capture the invitee's GPS location.
- Check
if it is within the accuracy threshold, and/or within the permissible lat-long
coordinates set by the sender.
- If
it's within the set threshold, the journey continues as usual.
- If
it's outside the set threshold, the system offers the invitee to retry.
Note - In order to successfully capture a
location, the accuracy allowed radius parameters should be set at a greater
range (2000 - 4000 m instead of 1000 m). This is because location capture
depends on the device (e.g., laptops/computers have poorer accuracy compared to
mobile devices).
Via
Workflows
1. One can configure the Accuracy Threshold, Lat-Long and Permissible Radius
while setting up the workflow journey. These will hence provide as the default
geo fencing settings for the given workflow.
2. If the admin wants to allow user to make
changes in the workflow journey, they
can toggle on -”Allow sender to make changes while running the workflow” or
leave it blank for the user to fill in necessary details such as Accuracy
Threshold, Lat-Long and Permissible Radius.
Scenario A: Successful
GPS Capture
The flow will continue to operate as it does now if the invitation was
signed or evaluated and did not violate the location-based or accuracy-based
constraints and the document will be signed successfully.
Scenario B: Failed GPS
Capture
Set configurations will be reviewed by the system and if there are any
breaches then the invitee will be
allowed to retry the signing or reviewing attempt.
1. If the accuracy-based
restriction is broken, the message "Your GPS accuracy is low. Please check
your device’s location service and try again.”appears.
2. If the location-based
restriction is broken, the message "You are outside the permissible area.
Please try again from a different location." will appear.
Note - If both restrictions are turned on for the invitee then the system first
checks the accuracy threshold and only if it is a success, it will proceed for
the location based verification. Both verifications need to be successful in
order to complete the signing journey.