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
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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.
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.
Hello @JLO ,
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