Protect documents with recipient verification
Availability:
- Passcode verification: Business and Enterprise plans
- SMS verification: Business* and Enterprise* plans
* 100 SMS per account are included (non-renewable package). You can purchase an additional volume package with a minimum of 50 SMS for $0,40 per SMS.
This feature helps you easily set up a unique passcode or SMS code for each document recipient. Your recipients will need to pass verification to view or sign the document.
Watch an overview video:
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How to set up verification methods in workspace settings
Note:
Only account owners and users with admin permission allowing access to workspace settings can set up recipient verification methods in a workspace. By default, both passcode and text (SMS) verification methods are enabled.Start by going to Settings > Settings. Select which verification method you’d like to use, deselect the verification method you'd like to disable in documents, then select Save changes.
Setting up recipient verification in a document
Note:
You can set up recipient verification only in a document — not in a template or form.There are two ways you can enable recipient verification:
- While creating a document from scratch, or from a template
- In a document
Now let's dig deeper into each.
Setting up recipient verification in a newly created document
Note:
You can't set up recipient verification when creating documents via API.Start by selecting Create from the Document list, or New document > +Document on the dashboard.
Select an existing template or +Blank to create a new document from scratch. If you have a PDF or .docx file, you can drag and drop it to the upload area.
Next, assign a recipient, then switch the toggle for “Recipient verification” beneath the recipient's email.
Once you’ve switched the toggle on, you can select the verification method, set up a passcode or add a phone number for text (SMS) verification, and select verification time — your choices are before opening a document, or before signing a document.
Note:
The verification time option is only available for recipients who have at least one field assigned to them (signers).This method allows you to easily set up recipient verification for multiple recipients.
Once you've set up recipient verification, select Continue. Finish setting up your document, then send it!
Setting up recipient verification in a previously created document
Note:
You can set up recipient verification on a document in any status.You can set up recipient verification in a previously created document if you select Skip during the document generation step, or if you’d like to use an existing draft document.
Start by opening the document. Next, select the Manage button at the top of the page, or select the Manage recipients tab on the right. Then, click the recipient's name to set up verification and switch on the “Recipient verification” toggle.
Once you’ve switched on the toggle, you can select the verification method.
For passcode verification, first set up a passcode, then select the verification time — your choices are before opening a document, or before signing a document. Once you‘ve done this, select Set up passcode. Now you can easily copy the passcode and share it with your recipient.
For text (SMS) verification, add a phone number, then select verification time — your choices are before opening a document, or before signing a document. Once you’ve done this, select Set up verification code.
Note:
The verification time option is only available for recipients who have at least one field assigned to them (signers).Finish setting up your document, then send it!
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.
Passcode verification
If the verification time is "Before opening a document," a recipient will be prompted to enter the correct passcode when they try to open the document.
If the verification time is "Before signing a document," the recipient will be able to view and fill out the fields in the document, but they’ll be unable to finalize it until they enter the correct passcode.
Once the recipient enters the correct passcode, they’ll be able to view and finalize the document.
Text (SMS) verification
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.
Passcode / SMS code expiration notice
If the recipient enters an incorrect passcode three times, they’ll need to contact the document sender for a new code.
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.