Know Who's Signing: Verify Signers With Simple Security Questions
See how BoldSign Knowledge-Based Authentication (KBA) verifies U.S.-based signers with security questions generated from public-record information before they access a document, without requiring an ID upload.
Key takeaways
See the complete sender and signer experience and learn where KBA fits into identity verification workflows.
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Verify without an ID upload
Learn how KBA uses security questions generated from public-record information to verify U.S.-based signers.
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See the signer experience
Follow the flow from entering identity information and answering security questions to document access.
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Handle failed verification
See how retry limits work and how senders can reset verification without voiding or resending the document.
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Configure KBA settings
Learn about verification frequency, retry attempts, and name-match tolerance.
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Choose KBA or ID Verification
Understand when KBA fits U.S.-based signers and when document-based ID Verification may be more appropriate.
Presenter
Gayathri Annamalai
Software Developer, BoldSign
Want the key points in writing?
Review the sender and signer demonstration, configurable KBA settings, KBA vs. ID Verification guidance, Q&A, and helpful resources from the session.
Frequently asked questions
KBA verifies a signer by asking security questions generated from public-record information associated with that signer.
No. The KBA flow does not require a government-issued ID upload, camera, or selfie.
KBA is currently supported for BoldSign accounts in the U.S. region and for U.S.-based signers.
If a signer reaches the configured retry limit, the document is locked for that signer. The sender can reset verification so the signer can try again without voiding or resending the document.
Yes. Developers can configure KBA in API requests and use the KBA sandbox to test and validate the flow before production.
Yes. KBA is a paid add-on. If you use a standard BoldSign plan, the account needs to move to a custom plan with KBA added as an add-on.
Ready to add KBA to your signing workflow?
KBA is a paid add-on available through a custom plan. Contact BoldSign Support to discuss enabling KBA for your account.
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