Confidentiality and validation

Can I send a document to be signed without a signatory's social security number as validation?

 

Yes, that is quite possible, but we recommend that you select either validation via social security number or SMS code as each increases security and confidentiality.

 

What should I know if I'm sending a document or agreement without a signatory's social security number as validation?

 

In this case, you should be aware that both security and confidentiality are reduced due to the recipient not needing to validate their identity to open the link and read the agreement. At the same time, it may also prove difficult for you to validate the signer's identity, as anyone with a digital ID or passport can sign the document.

 

We strongly recommend that you at least send documents using either social security number or SMS code to validate the recipient and thereby secure the document.

 

I sent a document using the wrong social security number; what can I do?

 

If you enter an incorrect social security number, the recipient will not be able to open, read or sign the document, as it’s locked to that specific number. Since the document is locked, it can not be resent either. In these cases, you have to upload the document once more and send it using the correct social security number.