Most of the time email verification is fine for identifying the Signer. Sometimes a contract or document may be sufficiently important that you want further proof of identity, and that's where mobile phone verification comes in.
Additionally, if you use In Person signing we can not verify the Signer's identity by email address. Since it is face to face this normally does not matter, as you can confirm their identity by other means and perhaps have a text field on the template to record this information (perhaps a driver's license number or passport). But phone verification is also an option in this case.
Since one must provide proof of identity and address to obtain a a mobile phone contract, it is a good way of confirming identity (and as such banks often use it).
How does it work?
With In Person signing the Signer enters their phone number (and you witness them receive the SMS code). With Invite2Sign requests you provide the Signer(s)' mobile phone number(s) when creating the request.
When the Signer is reviewing the document, they press the 'Get SMS Code' button and a text message is sent to their mobile phone, and they enter this code in the corresponding field.
Some Key Points
The code is unique for each Signer, for each document - they can only be used once, and expire after a period of time.
The SMS text message usually just takes 3-4 seconds to arrive.
You are billed for each text message that is successfully sent.
A Log record is created in your account every time a successful message is sent.
Signers can only ask for an SMS code to be sent once every 30 seconds - plenty of time for the first one to arrive, preventing needless multiple messages being sent (and billed to you).
Phone numbers must always include the international code, but without any leading zeros or '+'. For example a UK mobile phone number such as 07813459440 would look like 447813459440 (the UK international code is +44 or 0044). Note that there are no spaces - just numbers.
You are not billed for attempting to message incorrectly formatted phone numbers. However you may be billed if the number is correctly formatted and sends successfully, but for example is not in service, or black listed etc.
You require PAYG Credits to send an SMS text message. If you do not have sufficient credit to send the message, your signers will not be able to get their SMS code, and therefore not be able to sign the document.
We charge 1/4 of a PAYG Credit per successfully sent message.