Since the 1.4.0 release of WP e sign we introduce the first phase of a very powerful security feature called “Second Layer Verification” also known as two layer authentication for online contracts.
Step 1: Enable Online Contract Second Layer Verification Feature
To get started.. you’ll need to head over to the “E Signature” -> “Add-Ons” tab and make sure that you have the WP E Signature – Second Layer Verification feature enabled.
Step 2: Select the “Basic” Online Contract
Now that the e sign second layer verification feature is enabled you need to create a basic online contract. Visit “E-Signature” and hover the “Add New Document” and then choose the “Basic” document option.
Step 3: Now Add the Signer Name and Email for Your Online Contracts
Once you’ve added the signer name and email address that will be associated with your online contract you are ready to click the “Second Layer Verification Key.”
Step 4: Choose Your E Sign Online Contract Two Factor Method
The next screen that loads will explain more about how the e sign online contract second layer verification feature works. We will be adding more verification methods to this screen in the future. For now we only have the “Access Code” option.
Step 5: Create a Unique Access Code that You Will Manually Provide to Your Signer Ahead of Time
An access code is a code that you (the document sender) will manually create. You can verbally give (or manually text) the code to your signer. Even though your signer will receive an email invitation to sign your online contract they will not be able to access the document without this code.
It is important to note that this feature exists for added security and verification of a signer. We highly reccomend that you do NOT provide the access code to your signer via email. Doing so (in a round about way) would defeat the purpose of having an access code in the first place. If a signers email account were to get conmpromised the intruder would not be able to gain access to the document with the access code/password that your signer sets up.
Step 5 (Signers Perspective): E Signature Invitation Email
After you finish setting up your online contract and you actually send out your official esign invitation email your signer will receive an email similar to the one below.
Step 6 (Signers Perspective): Enter Access Code for WordPress Powered Online Contract
Once the signer clicks the “REVIEW & ESIGN” link found in their custom email invitation they will be redirected to a page where they will need to FIRST manually enter the access code that you provided to them.
Step 7 (Signers Perspective): Create (and confirm) a New Password to Access the Digital Contract in the Future
After your signer manually enters their email address along with the correct access code that you created at the time of generating your contract they will be prompted to manually create their own password for the contract. This is to ensure that access to the contract remains ONLY for the users that have been granted access in the first place.
Final Step (Signers Perspective):
The signer will immediately be redirected to the contract where they will receive instant access to the online contract so they can review and add their legally binding e signature to the contract.
To read more about this exciting new feature you can checkout the blog for our WP E-Signature product here.