The security tab allows you to configure certain safeguards for your signing invitations/documents.
In case a security setting is turned on it will be enforced upon all the documents created via new document flow and Workflow creation.
If the security setting is turned off, then the security features are configurable while sending a document via new document flow and Workflow creation.
Note: While running the workflow, the error comes while running the workflow if the workflow settings conflict with the account security setting.
There are four security settings that can be activated:
Enabling this security feature ensures that an invitee signing a document goes through an OTP authentication through their Email ID or Phone Number (either can be configured while sending the document) before being able to view the document. This adds a layer of security to safeguard your documents in case of mistaken forwarding of signing invitation to the wrong parties.
Enabling this security feature ensures that the invitee signing a document goes through an OTP authentication through their Email ID and Phone Number ( both have to be configured during sending the document) before being able to view the document. This adds a layer of security to safeguard your documents in case of mistaken forwarding of signing invitation to the wrong parties.
Toggling on this configuration will enable auto-deletion of all documents in the completed folders for the duration configured in this setting.
Note: The number of days can range from 7 to 365 for auto-deleting the completed documents from the completed folder.
Step 1: Click on the “Account” option on the homepage, then go into the "Notification" tab and then click on the "User".
Step 2: Toggle “Auto-Deletion Reminder Notification” will be on once “Enforce auto-delete of Completed Document” is activated.
To know the steps to add the contact to Auto-Deletion Reminder Notification, click here.
You can also watch a video explaining the group invitee process in detail here - Video explaining Leegality's Security settings.