Authentication
The authentication setting define the type authentication required by the recipient to view the received document.
Documill provides two types of strong authentication:
SMS Pin Code
Upon opening the document, the recipient will be asked to authenticate.
The recipients mobile number must be either provided from the Salesforce record in the MobilePhone field or from the template settings.
Clicking on the Send SMS button will send the recipient a text message with a 6 digit code. The code will be valid for 180 seconds, after which the user can request a new one.
The user has 3 attempts to enter the correct code. If the wrong code is entered more than 3 times, the authentication will fail and the whole process needs to be restarted.
If the verification is successfull, the recipient can continue to the document from where they can the process.
The provided phone number must contain the recipients country code starting with the + sign. Example format: +35840000000.
To enable SMS Authentication, an external workflow must be first enabled in the Workflow settings.
When E-signing or Data collect is enabled, the Authentication tab will become available.
In the Authentication tab, select SMS pin code.
Each recipient will need a phone number, including the relevant country code. The phone number can be set via:
The Mobile field on the recipients record (User, Contact).
In the template settings settings
If a Mobile number is not provided or it is in the wrong format, the following error will be shown to the sender and the process will end.
Bank or Mobile eID
Upon opening the document, the recipient will be asked to authenticate.
Upon clicking Start identification, the recipients must choose the desired identity provider from the list bellow.
Based on the selection, the recipient will be redirected to the selected identity provider which will handle the rest of the process.
OP Identity provider example:
Upon successful identification, the user will be prompted to confirm that the details are correct.
After the authentication is completed, the user will be redirected back to the document at which point they can sign or approve the document based on the selected external workflow.
To enable Bank or Mobile eID authentication, an external workflow must be first enabled in the Workflow settings.
When E-signing or Data collect is enabled, the Authentication tab will become available.
In the Authentication tab, select Bank or mobile eID.
For this type of authentication, no further setup is required. Once the recipient click on the document link, they will be prompted to authenticate with a Bank or mobile eID.
This feature is only available for the following indentification providers:
Aktia, Ålandsbanken, Danskebank, Handelsbanken, Mobiilivarmenne, Nordea, OmaSP, OP, POP Pankki, S-Pankki, Säästöpankki and BankID SE.
Licensing
Additional licenses are required in order to use either authentication methods. For more information, contact sales@documill.com
Custom Implementations
For custom implementation, authentication flow commands are available.
SMS Authentication commands:
Bank or Mobile eID commands: