Settings for a recipient
When you create a transaction, and you add one or more recipients, you can set additional options for each individual recipient. Think of adding an extra authentication method or adding a text and/or attachment. Behind each recipient, a button that you can click to go to the settings of that receiver.
If you click on the settings button, a menu will appear on the right side of the screen.
| Recipient | Here you will find the first name and last name of the relevant recipient. |
| Authentication | Here, you can choose to add another authentication method. More information about this can be found in the article about two-factor authentication. |
| Signing method |
Under "Signing method" you can choose to apply an external authentication method. An example of an external authentication is iDIN. ValidSign also offers support for BankID, DigiD and eHerkenning. To have a signer sign with a qualified signature, you can choose the option Personal Certificate Signing or Qualified Cloud Signing. More information about external authentication methods can be found in this article. More information about qualified signing can be found in this article. |
| Attachments | You can choose to have the signer upload a file during the signing process. The signatory is then obliged to upload an attachment, for example a copy of an ID card. More information about this can be found in this article. |
| Personal message | It is possible to add a personal message for a recipient, this message will be used for this recipient instead of the message to all recipients that you can add under transaction settings. |
| Language | You can choose in which language the communication to a recipient should take place. For recipients with a ValidSign account, the account language will be used. |
| Change signer | This allows you to give the recipient the option to forward the transaction to someone else, for example, a colleague who is authorized to sign. |
| Deliver as attachment | Normally, after the transaction, recipients receive an email containing a link to the signed documents. By turning on sending as an attachment, they will receive the signed documents as an attachment in the mail after the transaction has been completed. |