It is possible to add a security layer to the document request functionality, requiring users to authenticate themselves with a one-time password that they receive via SMS or mail. To add this security layer you should consider the following aspects.
1. Activate the OTP request in the automatic document request system. 2
In the “Create new document request (configurable)” automation, activate the OTP request option.
2. OTP Settings in the Document Request Config object
In this object you can configure extra options of the OTP request.
More information in:
Being able to add expiration time to OTP tokens in document request
Set number of OTP start attempts in document requests
3. If you use a customized email template (notification template) you must...
To the URL of the document request automatically generated by the product, you must add the OTP parameter to true.
{{upload_url}}?ot=1
Basics of creating a Notification Template
4. If you use a customized page for uploading documents (Documents request page templates) you must...
In the customized page, the “main” block, in which the content is painted, must be “main_otp”.
{# Allows you to modify the main #}
{% block main_otp %}
{% endblock main_otp %}
How to customize the appearance of the document request page?
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