Authentication methods in Acrobat Sign
CREATED FOR:
- Intermediate
- User
- Admin
Learn about the range of methods available in Acrobat Sign to authenticate the identity of someone signing a document. Identity authentication helps to reduce fraud and adds an additional layer of security to documents that are signed.
Transcript
Authentication is a process that helps to ensure that a person is who they say they are by providing specific information or data that is unique to that individual. Identity authentication helps to reduce fraud and add an additional layer of security to documents that are signed. Authenticating the identity of someone signing a document is a key element of Acrobat Sign. Acrobat Sign supports a full range of authentication methods from single factor email verification to sophisticated two factor authentication like those based on government issued documents. The methods used to authenticate a recipient are listed just to the right of the signers email address By selecting the question mark, you get a view of all the options available. Email is where you simply identify the signing participants by their email address, which requires a participant to have access to the email to receive and view and sign the agreement. This is the default option in Acrobat Sign. Password authentication simply requires a sender to define a password that the signer will need to know in order to unlock and sign the agreement. Phone authentication allows the signer to receive a one time call through SMS or voice call. Phone authentication requires the sender to know the phone number of the signing participant before sending. KBA or knowledge based authentication is only available in the U.S. and requires signers to provide a few key pieces of information, like answering some questions that only they should be able to answer. Acrobat Sign authentication simply asks the signer to log in to their Acrobat Sign account before viewing and signing the agreement, which is great for internal users within an organization. Government ID uses a government issued I.D. such as a driver’s license or passport that is scanned using the sender’s mobile device to detect the validity of the ID before presenting the document to be signed. Phone, cable and government ID are premium options and are metered resources that must be purchased prior to use. Contact your Success Manager for details. And finally, the Digital Identity Gateway leverages the Digital Identity Provider IDP and this is licensed separately to the Acrobat Sign service and must be configured prior to becoming accessible when signing agreements. When using the Gateway, an identity report is available through the Manage page. In this example, I will show two different identity authentication methods. One is a password authentication and the other phone authentication. I’ll add password authentication for the first signer. You’ll need to confirm the password. You can also communicate a hint to the signer what the password is by using the private message function, which I’ll go ahead and do. Or you could communicate the password through a means outside of Acrobat Sign like an email message. Next will add phone authentication here to the second approver. You’ll need to know the signers phone number and they’ll receive a one time code delivered through SMS to unlock the document to sign. Let’s go ahead and send this agreement for signature and then take a look at the signers experience when interacting with the selected forms of authentication. For the password authentication, the recipient receives an email with a URL to review and sign the document that includes the private message, which is a hint to the password. They need to unlock the document. They enter a password and then select continue. The password is then verified and only when successfully entered are they able to view and sign the agreement. I’ll go ahead and quickly fill out this form first by agreeing to the terms. I’ll enter the information that’s necessary and then go ahead and sign now for the phone authentication. Recipients also receive an email asking to sign. Just like the password authentication, they select the URL to review and sign the agreement. But first, they encounter a challenge to enter a code that can be sent through SMS or read in a phone call. After successfully entering the code from a text message and pasting into Acrobat Sign where it’s then verified, they are able to view and sign the document and that’s a brief summary of all the authentication methods available in Acrobat Sign.
Acrobat Sign
- Overview
- Getting started
- Advanced tasks
- Administer
- Overview
- Getting started
- Getting started for new administrators
- Up and running for admins
- Configure notifications for events and alerts
- Adding users
- Creating and managing groups
- Setting up an external archive
- Creating a template
- Reporting and transaction usage
- Report options for users
- Creating a web form
- Modify an existing web form
- Send in Bulk
- Building a custom workflow
- Audit reports
- How to promote a user to an admin role
- Advanced tasks
- Digital ID
- Integrations
- Overview
- Microsoft
- Filling and signing in Outlook
- Send for signature in Outlook
- Send for signature in SharePoint Online
- Tracking in SharePoint Online
- Integrate a web form with SharePoint Online
- Auto archive files in SharePoint with Power Automate
- Document automation with Acrobat Sign for Microsoft Power Platform
- Send for signature in Microsoft Teams
- Live Sign in Adobe Acrobat Sign for Microsoft Teams
- Documents tab integration for Microsoft Teams
- Create a simple workflow in Power Automate
- Create an advanced workflow in Power Automate
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Sales
- Notarize
- Salesforce
- Workday
- Marketo
- Send notifications using Acrobat Sign for Salesforce and Marketo
- Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial
- Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide
- Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo
- Send reminders using Acrobat Sign for Microsoft Dynamics 365 and Marketo
- Industries and departments
- Develop
- Deploy
- Mobile
Adobe Acrobat Sign at Summit
Register for these sessions:
Connect with Experience League at Summit!
Get front-row access to top sessions, hands-on activities, and networking—wherever you are!
Learn more