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.
Steps to reach the Security tab
Click on the “Account” option on the homepage, then go into the "Department" tab and then click on the "Security"
There are four security settings that can be activated:
Enforce 1 - Factor Authentication before document preview:
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.
Enforce 2 - Factor Authentication before document preview:
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.
Enforce Raw Document URL with OTP Verification Message:
Enabling this security feature, a link to the raw pdf document will be sent in all the OTP verification email’s/messages.
Enforce auto-delete of Completed Document :
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.
Note for both Sender and Invitee: File size greater than 7 MB will not be shared as an attachment over email. Please access the link and download the signed agreement copy and audit trail. Post 7 days the documents will be deleted from our servers and will not be accessible to anyone.
Note: Delete on complete purges the server of the document completely. It deletes the document from the the completed folder, deletes the client's copy only. It does not delete the customer copy.
Steps to Setup Auto-Deletion Reminder Notification
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.
Note: The notification will get triggered 2 days before the scheduled document deletion to the contacts that are configured in Auto-Deletion Reminder Notification.