What is a passcode when requesting a signature?

Who can use this feature?

Available on Professional, Business, and Enterprise plans.

All members.

A passcode is a key component in our recipient verification feature, a form of multi-factor authentication. It serves as an additional security layer, enhancing the protection of your signature request and sensitive data, and maximizing the authenticity of the signer. A passcode is a numeric or alphanumeric code composed of 4-50 inclusive characters that recipients must enter to authenticate their identity when accessing a document.

How does a passcode work?

  • Requesting Signatures: When you send a document for signature, you can set up a passcode that the recipient must enter before accessing the document.
  • Verification Process: The recipient is required to obtain the passcode from the sender via a separate communication channel. This passcode must be entered by the recipient in order to proceed with viewing or signing the document.

Benefits of using a passcode

  • Enhanced Security: The passcode adds an extra layer of security, making it more challenging for unauthorized users to access sensitive documents.
  • Identity Assurance: It helps in confirming that the recipient of a document is indeed the intended person.
  • Prevents Unauthorized Access: The use of a passcode minimizes the risk of data breaches and unauthorized access.

Implementing passcode authentication

For detailed guidance on implementing a passcode in your signature request, please refer to this article.

Note: After setting up the passcode, you must share it with the recipient. This can be done through a secure communication channel of your choice, such as a phone call, text message, or email.

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