How
to add password or OTP protection
Overview
Although
SigningHub employs various authentication options , in some
situations, users are required to add an additional layer of access
security to their documents.
SigningHub allows
users to electronically sign documents. An Electronic signature is
not linked to the Signer’s real-life identity, however, SigningHub
will ‘Witness’ sign the document with a timestamp to protect the
integrity
of the document.
During
the electronic signing workflow, SigningHub will send an email with a
link to the document to the Signer. To make the signing process as
easy as possible, clicking on the link will open the document in
SigningHub immediately without requesting the user to authenticate.
These types of signing workflows are ideal for documents that do not
require high trust like memos, school letters, leave applications,
aattendance registers, visitor forms, approvals, expense
claims, etc.
To protect the
confidentiality of these documents SigningHub provide document owners
with the option of adding either a password or a One-Time-Pin sent to
the Signers mobile phone.
Prerequisites
This ‘How to
article’ uses an electronic signature to sign the document.
There is no
requirement for the Signer to be registered on SigningHub to
electronically sign a document.
Workflow
To add additional
access protection to your document workflow:
Add
password or OTP to document workflow
|
#
|
Step
|
1
|
Start a new
workflow on SigningHub by clicking on the New
Workflow button.

|
2
|
Upload the
document that requires the electronic signature.

|
3
|
Add the signer to
the workflow.

|
4
|
Set the
permissions by clicking on the Access
Security button.

|
5
|
Configure either
a password or an OTP.


|
6
|
Click the Next
button.

|
7
|
Add an electronic
signature block to the document.

|
8
|
Finalize the
electronic signing workflow by clicking the Share
button.

|
9
|
SigningHub will
now send an email with a link to the document to the Signer. The
Signer can open the document by clicking on the View
Document link in the email.

|
10
|
SigningHub will
now challenge the Signer with the password or OTP that was
configured during the workflow creation process.

|
11
|
The fact that the
Signer had to open the document with a password will be logged in
the SigningHub audit trail and Workflow Completion report.
|
Related
articles
Automate this workflow
OTP or password protection can programmatically be added to a document with the help of the SigningHub API.
For more information see the sample code.