You can also specify different authentication methods for internal recipients (whose email address is included in your Acrobat Sign account) and for external recipients (whose email address is not included in your Acrobat Sign account). You can enforce the same authentication method for all signers or set a per-recipient verification. The setting is applicable only for US-based users and is disabled by default. Knowledge-Based Authentication-Recipients answer questions taken from publically accessible databases to verify their identity.The setting is disabled by default and must be enabled by your success manager in the Acrobat Sign system. Government ID Authentication - Recipients submit an image of a passport or government-issued ID/Driver's License. It has a per-transaction cost involved.Phone Authentication-Recipients are sent an automated text (SMS) message or phone call with the required code.Password must be separately communicated to the recipients. Password (enabled by default) -Recipients enter a password to view and sign the agreement.However, in many cases, a second-factor authentication for the signer’s identity is desired.Īdobe Acrobat Sign provides the following second-factor identity verification methods (US-based customers have five options when KBA is included): Legally, authenticating to an email account (and thus the signing URL on the email) is sufficient to capture a binding signature. These alternative methods provide more granular control over record access, ensuring a well-structured and secure environment within your Salesforce instance. However, instead of modifying the Organization-wide default, we recommend utilizing other mechanisms such as role hierarchy, groups, profile permissions, and permission sets to achieve your desired access control. Edit the sharing permission for the objects according to your requirements, setting it to Public Read/Write if needed.īy changing the objects to "Public" access, all authenticated users can view and edit the records.Go to Setup > Security > Sharing Settings.If your business requirements demand a less restrictive environment, you have the option to make adjustments. This default setting is implemented to ensure adherence to Salesforce Security guidelines and maintain proper security levels.Īs an administrator, it is essential to thoroughly read and understand Salesforce's Record Level Sharing and other permission models. The custom objects included in the Adobe Acrobat Sign for Salesforce package have a default access level of "Private" at the organization level. To learn about the optional and valuable configurations, refer to the Advanced Configuration guide. Enable/Disable analytics collection (For commercial cloud only).Enable Advanced Identity Authentication Methods.Add Agreements to other Salesforce Objects.
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