Note: SMS verification cannot be used if documents are sent via SMS.
Availability: Business and Enterprise. 100 SMS verifications per year (annual plans) and 10 per month (monthly plans) are included. You can purchase an additional volume package with a minimum of 50 SMS for $0.40 per SMS.
3 SMS verifications are included with the free 14-day trial.
SMS verification provides an additional security layer by sending a one-time code to the recipient's mobile device. This feature ensures only authorized recipients can view or sign your document.
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How to set up SMS verification in workspace settings
Note: Only account owners and users with admin permission allowing access to workspace settings can set up identity verification methods in a workspace. By default, all verification methods are enabled.
Click on the gear icon in the lower-left corner and go to Recipient experience. Select which verification method you'd like to use, deselect the verification method you'd like to disable in documents, and then select Save changes.
Setting up SMS verification in a document
Note: You can set up identity verification only in a document — not in a template or form. You can automate setting up identity verification via API.
You can apply Passcode verification from the document editor or the send dialog — both open the same E-signature and verification panel.
From the document editor
Note: You can set up recipient verification on a document in any status.
Open your document in the editor.
Go to File → E-signature and verification.
Under Identity verification, select Text (SMS) code from the dropdown.
Add phone number, and choose when the verification triggers:
- Ask before opening a document — the recipient must verify before they can view the document
- Ask before signing a document — the recipient must verify before they can finalize their signature
Note: The verification time option is only available for recipients who have at least one field assigned to them (signers).
Select Save changes.
From the send step
In the Send document step, select the three-dot menu next to the recipient's name.
Select E-signature and verification.
Under Identity verification, select Text (SMS) code, add a phone number, and choose a timing option.
- Ask before opening a document — the recipient must verify before they can view the document
- Ask before signing a document — the recipient must verify before they can finalize their signature
Note: The verification time option is only available for recipients who have at least one field assigned to them (signers).
Select Done at the bottom right corner.
Finish setting up your document, then send it!
Note: You'll be unable to set up SMS verification when sending documents via text (SMS).
Recipient view
Once you've sent your document, recipients will be unable to open (if verification time is "Before opening a document") or finalize the document (if verification time is "Before signing a document") without passing the type of verification you've set up.
If the verification time is "Before opening a document," the recipient will be prompted to receive and submit a text (SMS) code before they can view the document.
Warning: The recipient will have only 1 minute to enter the correct text (SMS) code. Any code entered after 1 minute will be considered incorrect, and the recipient will need to select Resend code to receive a new one.
If the verification time is "Before signing a document," the recipient will be able to view and fill out fields in the document, but they'll be unable to finalize it until they enter the correct text (SMS) code.
SMS code expiration notice
If the recipient enters an incorrect SMS code three times, they'll need to contact the document sender to change their telephone number or ask them to set up a verification code one more time. After that, the recipient can access the verification page again and enter a new SMS code.
How to reset the recipient verification
Start by opening the document with a set-up verification.
Go to File → E-signature and verification.
Click the recipient's name and select any other Identity verification option, then select Text (SMS) code again. The verification will be reset, allowing your recipient to enter the code after refreshing the document page.
