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We currently force authentication and use SMS as our authentication type. If we add KBA as an option, are we able to default the authentication type to SMS and allow the user to manually change it to KBA?

@bkleppen 

No, a recipient cannot change the authentication settings and change the type manually.

Only the sender is able to set the required authentication type and DocuSign will require the recipient to authenticate via the chosen method. If you have enabled both in your account, the sender is able to set the desired authentication type when creating and sending an envelope. It can be defaulted using a template.


My “user” is the sender, but this answers my question. Thank you.


How do I add an authetication setting at all?


Hi @Et56,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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