Flexible login options for Documents

Short summary

Use "Login requirement" to control how recipients access and interact with a Document. You can choose stricter access for sensitive Documents or lighter access for low-friction viewing.

When to use this feature

Use flexible login options when you want to control recipient access for:

• Proposals
• Agreements
• Presentations

Available options are:

• "Secure login" — recipients log in before viewing.
• "Verify on action" — recipients can view after email or phone entry, then verify before key actions.
• "Login on action" — recipients can view first, then log in and verify before key actions.
• "Guest access" — recipients can view without logging in.

Step-by-step instructions

1. In the Business Portal, open Workspaces → {{missing_data}}.

1. Open the Document settings.

1. Go to the "Configuration" tab.

▶ Watch video: Set login requirement

1. Find "Login requirement".

1. Select one option:

• "Secure login"
• "Verify on action"
• "Login on action"
• "Guest access"

1. Save the Document settings 

Notes & limitations

• "Login requirement" applies to Proposals, Agreements, and Presentations.
• "Secure login" is the default for Proposals and Agreements.
• "Guest access" is the default for Presentations.
• Guest recipients can appear in the recipient list.
• Guest recipients can be edited or deleted.
• Guest recipients can only be changed to "Editor" or "Viewer".
• Guests cannot add recipients, share view-only links, update notifications, or update profile data.
• "Login on action" does not allow recipients to log in directly from the start.
• If a recipient logs out during "Login on action", the Document stays visible and returns to a non-verified state.

Troubleshooting

Q: Why is the recipient asked to verify before signing or paying?

A: The Document is using "Verify on action" or "Login on action". Verification is required before protected actions.

Q: Why did the guest prompt appear only after typing a chat message?

A: For "Guest access", the guest prompt appears after the recipient writes a chat message or fills out a bug report.

Q: Can a guest recipient be changed to another role?

A: Yes. A guest recipient can be changed to "Editor" or "Viewer".

Q: Can recipients log in immediately when the Document uses "Login on action"?

A: No. Login is prompted only when the recipient takes a protected action.

Q: What happens if the login requirement is changed to a stricter option while someone is viewing the Document?

A: The recipient is logged out and must follow the updated login requirement.