Accountless signing is the ability for a document owner to allow non-users of the Dokobit portal to access shared files without needing to first register a Dokobit account.
| Note: This functionality can be enabled only in paid plan subscriptions. |
How to enable or disable accountless signing when sharing documents
| Note: Accountless signing is only available for participants added as viewers or signers. Participants with the approver role will be asked to register an account. |
1.0. Log in to your Dokobit by Signicat account.
1.1. At the top-right corner of the page, press Upload document.
1.2. Fill in all required details in the first three steps of the the document uploading process.
1.3. When you get to the fourth step, you will be given the choice to set several document settings, as seen in the image example below.
At the bottom of these settings, the last option is a toggle for enabling or disabling accountless signing. Toggle left or right to set the desired setting.
1.4. Once you're done filling in all the steps, press Continue to sign at the bottom of the page to share the document with your added participants.
How to request authentication when sharing documents through accountless signing
| Summary: Before allowing accountless signers to access the contents of your shared documents, you can add an extra security layer by requesting authentication from recipients. This is done by including their personal code in the signing invitation. Follow the steps below to learn how. ↓ |
| Note: This functionality is currently available for Belgian, Estonian, Finnish, Icelandic, Latvian, Lithuanian, Norwegian, and Swedish citizens. |
2.0. Log in to your Dokobit by Signicat account.
2.1. At the top-right corner of the page, press Upload document.
2.2. Fill in all required details in the first two steps of the the document uploading process.
2.3. When you reach the third step, you will see the section for adding participants.
Enter the necessary personal data. Then, next to each participant's information, open the Customise drop-down menu and select Secure sharing.
2.4. A new window will appear. Choose the appropriate country and enter the participant's personal code. Press Save to apply the changes.
2.5. Once all the necessary information has been added, press Continue to sign at the bottom of the page to share the document with your added participants.
How does the accountless signing process look like for non-users of the Dokobit portal
Non-users of the Dokobit portal will be sent our standard email invitation with a link to the document. After pressing "Review and sign", they will be taken to a page with direct access to the document.
If the document is shared by only indicating the participant's email address, the non-user will gain instant access to the contents of the document.
However, if the document is shared by also indicating the participant's personal code, the participant will first need to authenticate or, in other words, confirm their identity to view the contents of the document before signing.
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