How to add SMS authentication to a signer?

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 select Create 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 on Upgrade will take you to a subscription page where you can upgrade your plan.

• After upgrading, you will see theActivate 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.