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Verify your signers' identity with a code

Ask your signers for a code sent by email or SMS before they open your document, and see how the one-time signing code of the advanced signature works.

Updated Web

You can make your signers prove they are who you sent the document to: they type a 6-digit code before they see the document. The code goes to their email address or to their phone by SMS.

#Two ways to ask for a code

Check

Where you set it

Applies to

Code by SMS

Signers step, on each signer

That signer, in that request

Code by email

Sign Preferences

Every signer of every request you send

You can use both. The signer then confirms the email code first, then the SMS code.

#Ask one signer for an SMS code

  1. In the Signers step, on the signer's card, turn on SMS verification (2FA).

  2. Choose the country, then enter the signer's mobile number.

  3. Continue the request as usual, then send it.

A signer card in the Signers step with SMS verification (2FA) turned on, the country picker and a phone number

When the signer opens their link, they see Phone verification required. They click Send the code, type the code they receive by SMS, then click Verify.

#Ask every signer for an email code

  1. Go to Tools > Sign, then click Preferences.

  2. On the General tab, open Form preferences.

  3. Turn on Require email verification (2FA), then click Save.

Sign Preferences, General tab, Form preferences open with Require email verification (2FA) turned on

From then on, signers see Email verification required when they open their link. They click Send the code, type the code from the email, then click Verify. The document opens afterwards.

The signing page asking for the code sent by email, with the Verify button

#The signing code of the advanced signature

If you chose Advanced signature in the Signature step, every signer confirms their signature with a one-time code at the moment they sign:

  • the code goes by email. To send it by SMS instead, turn on Send the signing code by SMS on the signer's card and enter their mobile number;

  • the signer clicks Send my signing code, then types the 6-digit code. The screen says it expires in 5 minutes;

  • after 5 wrong codes, the signer must ask for a new one.

The advanced signature adds no check before the document opens, even when Require email verification (2FA) is on: the signer is identified once, by the signing code, when they sign.

#If it doesn't work

What the signer sees

What to do

No code arrives

Click Didn't get the code? Try again. For an email code, check the spam folder. For an SMS, check the number with the sender.

Invalid signing code.

The code is wrong or was mistyped. Type it again, or send a new one.

Too many attempts. Request a new signing code.

5 wrong codes were typed. Click Send my signing code again and use the new code.

The code has expired

Ask for a new code, then type it straight away.

#Next steps

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