Security

Configure security preferences

Require stronger authentication, signer intent, protected downloads, and complete evidence records.

Security and compliance administrators12 minutes

Before you begin

  • Workspace owner or administrator access

What you will complete

  • A workspace security policy reflected in Signa preferences

Set authentication controls

  • Force authenticator-app MFA for workspace access where required.
  • Use email or phone verification in public and sensitive signing flows.
  • Require download authentication for completed documents.
  • Expire download links instead of publishing permanent file URLs.

Record signer intent

  • Require a signing reason for regulated workflows.
  • Add a visible signer ID where policy requires it.
  • Decide whether typed signatures and saved-signature reuse are acceptable.
  • Allow decline, delegation, or resubmission only when the business process supports them.

Retain complete evidence

Enable combined completed documents and audit log when a single evidence file simplifies retention. Run a full test after policy changes because stricter controls alter both sender and signer workflows.

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