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Configuring OTP to open the document

SigningHub enables you to configure the OTP (One Time Password) security for each recipient (signer/ reviewer/ editor) to access the shared document. The system will require recipient's mobile number to send an OTP to recipient's mobile, whenever the recipient will try to open the shared document. The recipient can then open the document by providing the same OTP

To configure the OTP security for a recipient,
  1. Add a document.
  2. Open the document to prepare.
  3. Add the document signers and reviewers as required.

  4. The list of added recipients is maintained accordingly under the "Workflow Details" section. Click  adjacent to the required recipient, and the "Recipient Settings" provision will appear in the secondary right menu.
  5. Field to show the recipient name (signer/ reviewer) for whom OTP security is being configured. You can also select other recipients (of the workflow) one by one from here to configure OTP for them.
  6. Tick the "Allow document access via OTP" option, specify the mobile number of the recipient, and click the "Save" button.
    Whenever the recipient will try to open this document, an OTP will be sent to this mobile number. The document will be opened/ accessible only upon providing the correct OTP. 
  7. Click the "Next>" button to continue.
  8. Click the "Share Now>" button to initiate the workflow with these settings. 

1. Whenever a document is shared, the workflow quota of respective account is consumed, and hence the available count is decreased by one.
2. The availability of OTP security feature is subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan.


See also

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