Signer Authentication for Secure eSignatures
Verify who signs your documents before they access anything. Choose from email OTP, SMS OTP, access code, or ID verification based on what each document needs.
Authentication methods
BoldSign offers multiple authentication options so you can choose the right one for each document.
Email OTP
A one-time password is sent to the signer's email address. They enter it to access the document. Good for general-purpose documents that need a basic identity check.
SMS OTP
An SMS OTP for document signing is sent to signer's mobile number. Ties verification to a physical device rather than just an inbox. Useful for time-sensitive documents.
Access code
You set a custom code and share it with the signer through a separate channel. Simple and effective when you already communicate securely outside of BoldSign.
ID verification
Signers verify their identity using a government-issued ID. Best for high-value contracts, regulated industries, or legal documents requiring strong proof of identity.
Why use Signer Authentication
Security, legal, and procurement teams expect strong authentication controls, which also help protect documents if they’re ever disputed.
Only the right person signs
Document access control ensures the intended signer, not just anyone with the link, completes the signing.
Lower fraud risk
Identity verification before signing reduces the chance of impersonation or unauthorized document access.
Full audit trail
Every authentication event is time-stamped and recorded, giving you a clear record if questions arise later.
Flexible per signer
Set a different authentication method for each recipient in the same document. Not all signers need the same level of verification.
How it works
Setting up authentication takes a few extra steps at the document preparation stage. Here is how the process works from start to finish.
Choose an authentication method for each signer. Each can be different
Send the document
Each signer authenticates before they can open or sign the document
Authentication events are recorded in the audit trail alongside signature details
Signer authentication via API
BoldSign API supports signer authentication for developers embedding signing into their applications. All four authentication methods are available when creating a document request.
Compare signer authentication options
Choose from low-friction to high-security verification methods depending on your document’s risk level.
Authentication method
Best use case
Priority outcome
Email OTP
Everyday agreements that need a basic identity check and a fast signing experience
Ease matters most
SMS OTP
Time-sensitive documents that need mobile-based verification and quicker completion
Speed matters for mobile-first signers
Access code
Documents shared with signers you already verify through another channel and want flexible control
Ease and flexibility matter most
ID verification
High-value or regulated documents that need strong proof of identity
Enforceability matters most
Legally Valid.
Fully Secure.
Always Compliant.
BoldSign meets top global standards like SOC 2, GDPR, HIPAA, and PCI DSS. Every signature is legally enforceable under the ESIGN Act, eIDAS, and global laws. With AES-256 encryption, your data stays protected from start to finish.
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Frequently asked questions
Signer authentication verifies a person’s identity before they can access or sign a document. It adds an extra step, such as a one-time password or ID check, to ensure the right person completes the signing.
No. Authentication is optional and should be used based on the sensitivity of the document. For low-risk agreements, basic verification may be enough. For high-value or regulated documents, stronger authentication is recommended.
It depends on your priority:
- For fast and simple signing → Email OTP
- For quick action and better assurance → SMS OTP
- For flexibility with known recipients → Access code
- For strong identity proof and compliance → ID verification
Use ID verification for high-value, sensitive, or regulated documents where strong identity assurance is required, such as legal agreements or compliance-driven workflows.
You create a code during document setup and share it with the signer through a separate channel. The signer must enter this code to access the document.
Yes. You can assign different authentication methods to each signer within the same document based on their role or the level of verification required.
No. Authentication is quick and efficient, usually taking just a few seconds, so it doesn’t slow down the signing process.
Yes. Authentication methods like OTPs and ID verification help prevent unauthorized access and reduce the risk of fraud by confirming the signer’s identity before signing.
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