Adding KBAs to Documents in DocuSign

Overview

This article provides a basic overview of how to add a KBA to an Envelope in DocuSign. Find out more about DocuSign Envelopes and KBAs.

If you need help with a specific DocuSign feature, log in to your DocuSign account or visit their online training center: DocuSign University.

  Note

You must complete the integration with SmartVault before you begin the steps listed below.

Adding KBAs to Documents

  1. Open the Connected Desktop and find a PDF, Word, or Text document you would like to get signed.
  2. Left-click on the document and then either left-click on Get Signature in the menu or right-click on the document and select Get Signature from the drop-down menu.
  3. A new web browser window will open, and you will be taken to DocuSign.
  4. Click on the Recipients menu on the top left of the page.
  5. Click Edit Recipients from the menu.
  6. Click More next to the name of the Recipient, whose identity needs to be verified.
  7. Click Add Access Authentication.
  8. Under Select access authentication, select Knowledge Based on the menu, then click Done.
  9. Send the request for Signature through DocuSign, and your Recipient will receive the request via email. Once the recipient clicks on the link to sign, they will be shown a screen similar to the following:
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