Two-Factor Authentication Settings for eWitnessing

Two-Factor Authentication (2FA) can be enabled for all document recipients, including Signers, eWitnesses, and Approvers.

After receiving the email notification with a document link, a 6-digit one-time password (OTP) is sent via SMS to the recipient, who will have to verify their OTP before accessing the document.

To enable 2FA on an per send basis:

Access the Send page, select the template(s) you want to send, and enter contact details as normal.

To enable 2FA for a recipient:

1. Click on the phone icon
2. Enter their mobile phone number (international format if it's a non-UK number)
3. Click on the green 'Save' button.

A green tick will appear next to the icon to confirm the number has been saved.

To enforce 2FA for eWitnessing on a team basis:

Go to Admin > Signer Experience > Signing Options.

At the bottom, there are three options relating to eWitnessing:

• Witness must use signer’s device: both parties must use the same device to sign and eWitness the document                                                                             during a single cookie session.
• Witnessing requires SMS for signer: the Signer receives an SMS message with their one-time password.
• Witnessing requires SMS for witness: the eWitness receives an SMS message with their one-time password.