Enabling Two-Factor Authentication for Signers

Need additional verification for the eSignatures on your document? Following the instructions below, you can enable Two-Factor Authentication for Signers, meaning that recipients will be required to verify their identity with a one-time code sent via SMS in order to view and sign your documents!

Step 1 - Enable SMS (one-time code) verification for any parties you wish to verify with a one time code.

You should now see a Mobile number field, labelled ‘Add the recipient mobile number (UK only)’, appear in the editor for the enabled recipient beneath their name and email address. This is where you should add the recipient’s phone number.

Step 2 - Add the recipient’s mobile number.

Note - You can also conveniently 'enable' or 'disable' the SMS (one-time-code) requirement for all parties in one go using the additional toggle at the top of the page.

If you’ve forgotten to set a one-time password, or you need to amend a recipient’s phone number just as you’re about to send the envelope, not to worry! You can go back to the parties page to amend this from the ‘Summary and Send’ stage of the envelope sending process using the ‘Edit’ button for Party and message which can be found underneath the Documents and templates panel, as indicated below!