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hi folks,

I am trying to do an envelope where all signatures have a two factor authentication for compliance reasons with insurance carriers and I cannot find how to add this into my envelopes. Can anybody help me? I’ve called support. I’ve checked support. I’ve submitted a case. Nothing seems to be working… Jennifer

Hello @JLO 

Welcome to DocuSign Community!

For the signer/recipients we call feature “Recipient Authentication” and you can apply them while create a envelope, refer the SS and you can see the “Customize” button for every recipient where you can see option for authentication. 

Here is link for more info: Recipient Authentication

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=kzp1578456318101.html&_LANG=enus

Thanks!


@JLO 

You can add 2FA from the recipients list under Customize.   Select Identity Verification and select the appropriate method.  Please note there is a cost associated with this feature.   You can also use the Access Code option (no cost) where you would share a code with the signer separately via a call. 

 


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