Identity fields
Full legal name, employee or customer ID, department, and contact details to match identity records.
The form establishes a clear record of the authentication method and user consent, which reduces account takeover risk, simplifies incident response, and supports compliance with data-security and privacy obligations. A consistent form also helps IT teams track enrollment status and manage exceptions.
The form also documents exceptions, such as approved hardware-token users or individuals with accessibility needs, and supports periodic revalidation of authentication methods.
| Field | Configuration |
|---|---|
| Authentication Type | Dropdown: SMS | Authenticator App | Hardware Token |
| Verification Action | Trigger SMS code or QR provisioning on submit |
| Required Fields | Name, contact, primary method, backup option |
| Retention Tag | Apply security_document and identity_records tags |
Confirm the platform also provides an immutable audit trail, access controls, and export options for compliance reviews.
Full legal name, employee or customer ID, department, and contact details to match identity records.
Primary and secondary authentication choices (SMS, authenticator app, hardware token) with provisioning notes.
Space to note the verification event (timestamp, method used, and successful/failed status).
Clear consent to receive codes and to use the chosen method for account protection and policy enforcement.
Backup contact, recovery codes issuance, or escalation path when primary method is unavailable.
Signer name, electronic or handwritten signature, and date to create a link between identity and method.
Export a signed PDF that includes an embedded audit trail (timestamps, IP address, verification events) for long-term retention.
Store parsed field values in an identity-management system for search, reporting, and automated policy enforcement.
Use CSV for bulk reporting of enrollment status, last verification, and recovery method inventory.
Keep an immutable log of verification attempts, changes to method, and administrative overrides.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Tim Martin used digital authentication forms during remote closings to collect MFA choices and consent
John Butler standardized patient portal two-factor enrollment to support HIPAA controls
Typically authorizes MFA policy, approves allowed methods, and signs where organizational authorization is required. The CISO’s approval links a user’s selected method to corporate risk and access-control policies and supports exceptions.
Designated managers, HR personnel, or identity team members may complete or countersign the form to confirm enrollment. Their signature records administrative acceptance and evidences policy compliance.