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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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
@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.
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.