Review and verify identity
Before signing, you review each document and, if the envelope requires it, confirm your identity with a code sent to your email. The indicator at the top shows which step you are on: Review, Verify (when it applies) and Sign.
Confirm your details
Section titled “Confirm your details”The screen shows Signing as with your name and email. These are the details that will appear on the document’s seal. If they are not yours, do not continue and contact the person who sent you the document so they can correct them.
Review each document
Section titled “Review each document”Under Documents to Review, press View to open each PDF on the same page and Hide to close it. Once you have opened every document, press I have reviewed the document. If you try to continue earlier, you see the message “Open every document before you continue.”
If your browser cannot display the PDF, you see “Your browser cannot display this PDF inline.” Use Download the document to open it; that download also counts as a review.
Verify your identity
Section titled “Verify your identity”When the envelope requires verification, pressing I have reviewed the document makes bb-sign email you a code and opens the Verify Your Identity screen, which shows how long the code remains valid.
- The code has 6 digits and is valid for 15 minutes.
- Each code allows 3 attempts.
- You can request another with Resend code 60 s after the last one was sent; until then, the button shows a countdown.
- The page always accepts the most recent code.
Enter the code and press Verify & Continue.
Verification messages
Section titled “Verification messages”| Message | What happened | What to do |
|---|---|---|
| “A code was already sent to your email.” | You requested another code before the wait ended, and the previous one is still valid. | Use the code you already received. |
| “A new code is on its way.” | A new code was sent. | Use the new code. |
| “That code can no longer be used. You can request a new one shortly.” | The code was already used or ran out of attempts, and the wait is still running. | When the button shows Resend code, request another. |
| “That code is not valid. Please check it and try again.” | The code does not match, has expired or is not the most recent one. Each error counts as an attempt. | Copy the code from the latest email. If you ran out of attempts, request a new one. |
| “Could not verify the code. Please try again.” | The verification did not complete. | Press Verify & Continue again. |
| “Failed to send OTP. Please try again.” | The email could not be sent. | Press I have reviewed the document again. |
After verifying
Section titled “After verifying”Once the code is verified, you have 15 minutes to sign. If that time runs out, reload the page, open the documents again and request a new code. Continue with Sign and download.