Configure document access security

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When it comes to a document access security, SigningHub gives you advanced options to additionally protect your document(s). There are three different ways through which you can restrict your document access for a recipient, i.e. configure password based authentication, or an OTP based authentication, or define a particular time period after which your document will be inaccessible to the recipients.

By default these document securities are disabled for a new workflow, however you may change the default behavior as required before sharing. See the following table for details:

Document Access Security
Fields	Description	Default Behavior
Document-level user authentication	Use this option to configure document-level user authentication for each recipient. There are two types of user authentication, i.e. Password Authentication This will let you set an exclusive password for a recipient to access the document. OTP Authentication This will let you specify the mobile number of a recipient to send OTP. Whenever the recipient will try to open this document an OTP will be sent to that mobile number. The document will be opened/ accessible only upon providing the correct OTP. By default, the specified number is displayed partially masked to comply with the GDPR policy. Click to view the complete number.	Disabled
Document access duration	Use this option to set document access duration for each recipient to sign the document. There are two types of access duration, i.e. Via date and time This will let you set a specific time period/ duration for a recipient to sign the document. The recipient will not be able to access the document beyond this duration. Also if the document is not processed within the specified time, the document will be considered declined. Via days This will let you set a number of days in which a recipient can sign the document after receiving it. The recipient will not be able to access the document after this duration. Also if the document is not processed within the specified days, the document will be considered declined.	Disabled

Set document access security
After you have:

Added the documents,
Added all the recipients and placeholders, and
Configured workflow type in a workflow package:

Click against the recipient/ placeholder, for whom you want to set document access security.

A dialog will appear, select the check box(es) as required. See the "Document Access Security" table for details.
Click the "Save" button.

Password Authentication

Considering the screenshot scenario, the recipient "Caroline Joseph" will have to provide this (specified) password to access and process the document.

OTP Authentication

Considering the screenshot scenario, an OTP will be sent to the specified mobile number of "Caroline Joseph", whenever she attempts to access the document. She must provide the received OTP to access and process the document.

Access Duration via date & time

Considering the screenshot scenario, the document will be accessible to "Caroline Joseph" only from December 21, 2016 14:00:20 to December 31, 2016 14:00:20 for processing. The document will be considered declined if it is not processed within this time-period.

Access Duration via days

Considering the screenshot scenario, the document will be accessible to "Caroline Joseph" for the next 10 days after receiving it. The document will be considered declined if it is not processed within this time-period.

The availability of configuring OTP security feature is subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan.