Choosing signature authentication

01 · Start with email

Start with email

The signer receives the request by email, and reminders are included on every plan. That shows the message reached the address you entered. It does not prove a government identity. For many commercial PDFs, counsel still accepts that as the proportionate check.

02 · Add a code when the risk rises

Add a code when the risk rises

SMS and WhatsApp one-time codes are optional add-ons. They help when you want a second channel. They are not included in the base price, and they are not a qualified certificate.

The right check is the one the document needs, not the longest menu the product can show.

03 · Use KYC only with a reason

Use KYC only with a reason

KYC is an optional add-on, priced separately. Use it when the document or your own policy requires an identity check. Do not enable it on every envelope to look strict. Friction without a reason lowers completion.

• ✓Is email enough for this document?
• ✓If we add SMS, WhatsApp, or KYC, is that add-on priced and needed?
• ✓Are we calling a standard signature qualified?
• ✓Did we note the choice in the matter file?

04 · Keep QES in its own lane

Keep QES in its own lane

QES for Europe is an Enterprise option. It is not the default signature, and a standard signature is not QES because you added a code. If the law requires a qualified signature, choose that option with counsel before you send.

05 · Write the choice down

Write the choice down

Note, in the matter file, which check you used and why. The completion record still carries the SHA-256 hash of the final file. The note explains the choice. The hash checks the file.