Enable Complex Login Password
Once you Enable Complex Login Password for an account, each account users' password is forced to have at least one or more of the following:
- Characters in uppercase
- Characters in lowercase
- Special characters
Restrict Secured Field Access to Authorized Users Only
Secured Fields will be masked and ONLY authorized users may access them. It is recommended to keep this setting set to Yes.
Allow Personalized Field Creation to
Either admin users, regular users, or neither may create Personalized Fields for the account.
Allow Template Rule access to Admin and Regular User
Add fields automatically from a Template when uploading a Document using a keyword. Please click here for more details on the Template Rule.
Text and Voice Verification
Choose whether or not to let a recipient sign the document if they do not have a mobile number.
Default Authentication Level
Set the authentication level of a document for signing to No Authentication, SMS Document Link, Mobile Two-Factor Authentication, or Phone Two-Factor Authentication.
Document Access Preference
Require login or no login for signers when they access a document.
Maximum Number of Concurrent Sessions
Specify the maximum sessions allowed by any user in your company or account across different devices or browsers.
Lock User Accounts After Failed Login Attempts
If set to Yes, the user's account will be locked after 3 failed login attempts.
Login Password Expire
Choose if the password for the account will never expire or if it must be updated every 60, 90, 120, or 150 days.
Access to Delete Documents
By default only the Author is allowed to delete their own documents. The Delete Document ability can be given to a Super Admin or Managers, allowing them to delete another user's documents.