+1Hi all,
I work for a financial services firm and are looking to use docusign for client documents. One of the requirements is that my account must support, “legacy KBA / ID check, SMS or Phone Authentication and the Dcoument Visibility feature”. Where do I go in my account to see if I have these features?
Thanks!
Best answer by JohnSantos
To check if your DocuSign account supports KBA/ID check, SMS or Phone Authentication, and the Document Visibility feature, follow these steps:
You would need to login to your DocuSign account as the Admin to verify these settings.
Document Visibility: Settings → Sending Settings → Document Visibility
KBA/ID check, SMS or Phone Authentication → Settings → Identity Verification
If you are a sender, you can also check if these options are available when you create and envelope and/or template. When you click in Customize, you should have an option to add Identity verification.
The Document Visibility, if enabled would be on the next screen. Under Document settings on the top right corner.
If it’s not visible, it might not be enabled in your plan, and you may need to contact DocuSign support to add this feature.
+19To check if your DocuSign account supports KBA/ID check, SMS or Phone Authentication, and the Document Visibility feature, follow these steps:
You would need to login to your DocuSign account as the Admin to verify these settings.
Document Visibility: Settings → Sending Settings → Document Visibility
KBA/ID check, SMS or Phone Authentication → Settings → Identity Verification
If you are a sender, you can also check if these options are available when you create and envelope and/or template. When you click in Customize, you should have an option to add Identity verification.
The Document Visibility, if enabled would be on the next screen. Under Document settings on the top right corner.
If it’s not visible, it might not be enabled in your plan, and you may need to contact DocuSign support to add this feature.
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