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How to add SMS authentication to a signer?
Published:
2 mins read
SMS authentication adds an additional layer of security to the document signing process. The sender can add SMS authentication while creating a document. When it is enabled, the signer can access the document only after entering the valid SMS OTP.
Follow the below steps to add SMS authentication to a signer:
- Click
Create New
and selectCreate New Document
option. - On the prepare document page,
Show settings
dropdown will be displayed below the recipient field. - Click the drop-down and enable the
Authentication
feature. - If you are a free plan user, the
Upgrade
option will be displayed next to the SMS OTP option. Clicking onUpgrade
will take you to a subscription page where you can upgrade your plan.
- After upgrading, you will see the
Activate
option near the SMS OTP option.
- When you click on it, a confirmation dialog box will appear. Read the information and click on the
Enable
button to activate the SMS OTP feature.
- Once the SMS OTP feature is enabled, you will be able to select the
SMS OTP
option. - On selecting the SMS OTP option, you will have the option to enter the phone number and select the country code.
- Add the required details and send the document to the signer.
- Now, when the signer opens the document,
Phone Number Verification
dialog box will appear. Once verified, SMS OTP will be sent to that phone number.
- The signer must enter the received code to access the document.
Refer to this article to know more about authentication: How to add authentication to a signer.