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2FA for all signers

Forum|Forum|1 year ago
August 28, 2024
5 replies
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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

eSignature

Best answer by Pawan Gangwani

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!

Pawan Gangwani

Answer

Hero

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!

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

JohnSantos

Guru

@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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

N

nathaly.monge

Docusign Employee

Hello @JLO ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

A

AWM

Newcomer

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

Guru

@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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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