Workaround Pain Points

Organizations: Some clients do not want to collect personal information of the signatories to avoid liability.

Preparer: Sometimes they do not know some signatories' mobile numbers

HMW introduce a passcode-based 2FA flow within signing requests that feels intuitive and effortless for users?

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Implement a PIN-based two-factor authentication method that adds an additional security layer to the signing request process without compromising user experience or workflow efficiency

Big Idea: Design a passcode-based 2FA flow within signing requests that feels intuitive and effortless for users.

Design guidelines:

1. Minimal friction on pin verification, ensuring less steps for user

2. Clear instructions, helpful and guided error states, support options

   1. Indicated maximum number of attempts in error handling

   2. Indicated when is the time of reset when maximum number is reached

   3. Applied ways to contact the signing room preparer when no code has been received

Preparers can properly disseminate the passcode to respective third-party channels, for better security.

Note: Only Preparers can see the passcode for signatories section.

Signatories can input the preparer-provided passcode and submit to complete verification.

Signatories are notified in cases of [1] missing mandatory field input, and [2] incorrect passcode, as well as remaining attempts for better and guided user confidence.

An exhaustive error handling is also represented when user has enter the wrong code for too many times, and a concise time-out indicator for the 2-hour cooldown.