Smart User Liveliness
Smart User Liveliness ensures that the signatory is actively present during the eSigning process using AI-based facial recognition. It detects and rejects spoofing attempts such as photos and recorded videos.
By analysing facial cues and other behavioural patterns, Smart User Liveliness ensures signer identity, enhancing the security and integrity of electronic signatures.
Enable Smart User Liveliness in Department-Level Settings
You can enable Smart User Liveliness in the Department-level settings, depending on your subscription plan.
Go to the ACCOUNT on the top bar and select Department from the left.
Open the Invitee Configurations tab.
Toggle Enable Smart User Liveliness (Note: Version 1 or 2 will be shown based on your subscription).
Set the Acceptance Percentage. The Acceptance Percentage indicates the confidence score at which Smart User Liveliness confirms the authenticity of the document signer.
We recommend setting this percentage to around 65%.Click Update to save settings.
Sending a Document with Smart User Liveliness
This section guides you through the process of sending a document with Smart User Liveliness enabled. Follow the same steps for workflow-based sending journeys (Excel and Dashboard) as well.
Click on New Document and upload a PDF or select a template.
On the Invite screen, click on Invitee level options of those invitees for whom you want to enable Smart User Liveliness.
Toggle ON Enable security features. After that, enable Capture photo, and then enable Liveliness.
Select the Smart User Liveliness option.
Set the number of retry attempts allowed by the signer for Smart User Liveliness. The drop down offers options ranging from 0 to 3. “0” signifies no retry attempts, while each increment from 1 onwards represents an additional retry attempt beyond the original.
Click Save and send your document.
Signing Journey
Here, we outline the signing process with Smart User Liveliness. The signer needs to follow the steps mentioned below to complete the Liveliness check in their signing journey.
The invitee receives the invitation via email, SMS, or WhatsApp.
Click on the Proceed button
Read and follow the instructions carefully and click on Proceed at the bottom right.
Next, a camera preview will be shown to the signer. Here they can switch between front or back cameras and also ensure the face is properly visible.
Once satisfied with the preview, click Capture to continue.
The signer must align their face within the oval frame within 15 seconds.
Case I: Success
The signer will see a success message with 3 captured photos.
If the signer is unsatisfied with the outcome, they can click on Retry for another face capture attempt.
Case II: Failure
The signer encounters a failure message (e.g., Time Out or Threshold not matched).
In case of Time out, the signer needs to retry the face capture attempt and place their face in the oval within the set time frame.
In case, the Threshold is not matched, the signer needs to retry the face capture (If additional attempts are allowed) and make sure they are in a well-lit environment with no accessories on like spectacles, headphones, etc.
Click Proceed in the bottom right corner to eSign the document.
Face Match + Smart User Liveliness
If you have configured both Smart User Liveliness and Face Match then the process of both will be carried out simultaneously in a single face capture. The signer will not be required to separately perform Face Match and Smart User Liveliness. The results of both will be shown on a single screen as well.
The remaining attempts displayed will reflect the lower count between Smart Face Liveliness and Face Match. Once attempts for either verification are exhausted, the signer cannot retry both liveliness and face match.
For example, Face Match has 2 retry attempts and Smart Face Liveliness has 3 retry attempts. Then, After 2 retry attempts the signer cannot do both, neither Face Match nor Liveliness.
Best Practices for Signers - Smart User Liveliness
The signer can optimise their confidence score by adhering to these best practices during the liveliness check.
Make sure the signer is in a well-lit place.
Only one intended person should be in front of the camera.
Remove accessories like spectacles, masks, hats, headphone, etc.
Set the display’s screen brightness to a maximum level.
The surrounding environment should have fairly uniform light, and not too dark or too bright.
Lighting on the face should be flat, avoiding varied lighting such as shadows.
The signer’s face should have neutral facial expressions with mouth closed and little to no smile.
Minimum video recording resolution: 320x240px.
Details Page: View Remaining Retry Attempts
To check the remaining retry attempts for Smart user liveliness and/or face match verification for a signer:
Go to the details page of the document
Hover over the info icon ⓘ next to the specific invitee.
A tooltip will display the remaining retry attempts for smart user liveliness and face match for that invitee.
In the event of a timeout (where the system couldn’t detect your face within the oval in approximately 40 seconds), the number of retry attempts will not decrease.
However, if the Smart User Liveliness check is unsuccessful, the number of attempts will decrease by 1.
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