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2FA for all signers

  • August 28, 2024
  • 5 replies
  • 274 views

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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

5 replies

Pawan Gangwani
Rising Star
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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!


JohnSantos
Valued Contributor
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  • Valued Contributor
  • 973 replies
  • August 28, 2024

@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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  • Community Moderator
  • 2554 replies
  • October 24, 2024

Hello @JLO ,

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Best regards,

Nathaly | Docusign Community Moderator
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  • Newcomer
  • 1 reply
  • March 25, 2025

Hi,

I am trying to add 2 factor authentication for a signer, however when I click on ‘Customise’ as per the above steps I do not have the option to ‘Add Identity Verification’. I only can select ‘Add Access Code’ or ‘Add Private Message’.  Any ideas how I can add the 2 factor authentication?

 

Thanks


JohnSantos
Valued Contributor
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  • Valued Contributor
  • 973 replies
  • March 25, 2025

@AWM 

Have you submitted a support case by following these steps?  Open a case in the Docusign Support Center.  Most likely that feature is not available on your account and it will need to be added.