Secure Document Workflows Just Got Smarter with "Needs to View"

Secured Signing is excited to introduce a powerful enhancement to our document workflow: the new “Needs to View” invitee type.

This innovative feature allows you to require individuals to open and view a document without needing to provide a signature. It’s perfect for stakeholders who need to be informed as part of a formal process, ensuring they acknowledge content without needing to sign off.

Needs to View - Add Invitee

For added security and control, “Needs to View” invitees can be assigned the same advanced authentication methods available to signers, including passcode, Knowledge-Based Authentication (KBA), Identity Verification (IDV), and SMS.

This means you can be confident that only authorized individuals are accessing your sensitive documents.

This new flexibility empowers you to create more sophisticated workflows. You can now effortlessly combine both “Signer” and “Needs to View” invitee types within a single document or a package of documents.

For example, an individual could be a signer on one document and a viewer on another, all within the same seamless transaction.