You can create a custom eSign template which requires a client to enter a Pin prior to signing a document.
Login to your ClientWhys Admin at portal.clientwhys.com
Click on eSign
Step 1 – Set Up the custom eSign template
Click the Gear
Select Create Custom Template
Upload the Document
Enter the Template Name
Flag the Box – Requires Personal Identification Number (PIN)
Select the appropriate signers
Map the document
Click Next.
Save
Step 2 – Create the Client's Security ID (PIN)
Click on Clients
Select the Client
Click the Settings icon located at the bottom of the page
Click Security
Enter a Security ID (PIN) - Toggle to the right, click edit and enter the Pin.
The PIN can be numbers or letters or a combination of both.
NOTE – you will need to notify the client of their Security ID (pin) prior to sending the eSign document
Step 3 – Send the eSign document.
The client will receive the following message when they click on the link in the eSign email.
