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How to Toggle Identity Verification on RightSignature Templates

This article highlights how to change the options for Identity Verification Method when a signer completes a Template provided through a link.

  • Click on Templates.
  • Click Details on the reusable template.
  • Under Actions, a link can be created by choosing Generate Share Link or Embed in Website.
  • Both options for Identity Method will be listed. This can be set to Email, SMS (text), or None. IDRS 1
  • Once set, it cannot be changed for that link. Generate a new link to set a different Identity Method.
  • Choose Manage Links & Embeds to view the details of a link. This will list which identification method was chosen for each link generation. IDRS 2
How to Toggle Identity Verification on RightSignature Templates

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