Does the person I’ve asked to sign a document need an MSB account?
It depends on your MSB configuration.
If your instance of MSB has been configured to allow sending ePaks to non-registered users, then you may send an ePak to anyone by entering their email address. The recipient may or may not be required to register an account depending on the signature policy you have selected.
Contracts Only - The user will only be required to register with MSB if two-factor authentication has been configured for this policy. If two-factor authentication has not been configured they can simply click the link in the email and sign without registering. The user will have the option of registering after signing the document if they choose. Regardless of if they register or not, you may still continue to send epaks to the user.
Signature 21 CFR - The user will be required to set a password to register prior to signing the document. The registration process is quick and easy. They simply click the link in the email and MSB will prompt them to register. Then they can sign the document.
Digital Policies (such as Trans Sped, Aadhar) - The user will not be required to set a password and register prior to signing the document. However, they will not be able to sign the document without existing credentials with the Certificate Authority. MSB will prompt them to authenticate using their digital certificate details in order to sign the document. The user will have the option of registering after signing the document if they choose. Regardless of if they register or not, you may still continue to send epaks to the user.
If your instance of MSB has been configured to allow sending ePaks to non-registered users, then you may send an ePak to anyone by entering their email address. The recipient may or may not be required to register an account depending on the signature policy you have selected.
Contracts Only - The user will only be required to register with MSB if two-factor authentication has been configured for this policy. If two-factor authentication has not been configured they can simply click the link in the email and sign without registering. The user will have the option of registering after signing the document if they choose. Regardless of if they register or not, you may still continue to send epaks to the user.
Signature 21 CFR - The user will be required to set a password to register prior to signing the document. The registration process is quick and easy. They simply click the link in the email and MSB will prompt them to register. Then they can sign the document.
Digital Policies (such as Trans Sped, Aadhar) - The user will not be required to set a password and register prior to signing the document. However, they will not be able to sign the document without existing credentials with the Certificate Authority. MSB will prompt them to authenticate using their digital certificate details in order to sign the document. The user will have the option of registering after signing the document if they choose. Regardless of if they register or not, you may still continue to send epaks to the user.
Updated on: 08/22/2023
Thank you!