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How to enable a Knowledge-Based Authentication for a signature request

January 14, 2025

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This article explains the steps necessary to enable and require a Knowledge-Based Authentication on a signure request.

Steps to enable Knowledge-Based Authentication when creating a signature request

Sign into your ShareFile account.
Select Signatures > Create signature request.
Select a Document to send by dragging a file to the window or select Browse files.
Enter the recipient information including Name and Email.
Select if the recipient is to be a signer or viewer of the document.
Tips:
- Add recipients is an option if you must send the same document for multiple signers listed. For more information, see More
- Set signing order toggle allows you to stagger the requests based on the order set during the request for addition signers. For more information, see Set signing order.
Select Next Step.

The Place fields screen displays.
Select the fields that you want to add to the document then drag.
Under the Security options section, select Knowledge-Based Authentication.
Select Send signature request.
Track the progress under the Activity tab.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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How to enable a Knowledge-Based Authentication for a signature request

January 14, 2025

Contributed by:

January 14, 2025

Contributed by:

How to enable a Knowledge-Based Authentication for a signature request

Steps to enable Knowledge-Based Authentication when creating a signature request

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