Video: Enabling Client Form Access Authentication

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Video Tutorial Transcript

0:07 Hi there and welcome, I'm Irina and in this video I will show you how to turn on the client authentication for accessing online forms.

0:17 We recommend using this feature to add that extra layer of security and ensuring that clients can only access forms that were created for them.

0:27 And this is how this feature can be set up. Let's go to the sit settings menu and in the communications tab let's click communication options.

0:37 Find the enabled client form authentication you might want to read the brief information about what this switch does and then enable it.

0:45 Scroll to the bottom and save the changes. And that's it, the client form authentication has been enabled.

Let me now show how the clients will authenticate and what rules will apply to that process.

1:00 Clients will authenticate by entering the email address or mobile number when accessing their online form. So please make sure that they have this contact information saved in their profile.

Now let's have a look at the authentication process. The clients receive the online form link you shared with them and click it.

1:25 They will see this page secure client form that will ask them to enter the information below to gain access to the form.

1:33 By default the system will ask for their email address. If not, the system will ask the clients to enter their email address and the other possible system behaviors will be.

1:45 If a client doesn't have a saved email address or mobile number on their client profile, the client authentication page will not show up. So the clients won't be asked to authenticate. They will just be able to enter the form and fill in the information.

2:02 If clients have email address and mobile number, the system will ask them to enter the email address. If clients only have an email address, again the system will ask them to enter the email address to authenticate.

2:17 And if clients only have a mobile number saved on their profile, the system will ask them to enter their mobile number here.

2:24 So this will be very clear for the clients what information is required from them to be able to access their form In this case, the system is asking for the clients email address So we will type it in and click continue The system will check if the email address entered matches the email address saved on this client's profile And if everything is correct, they will gain the access to the form and be able to complete it and submit to your Zanda account.