Hello @DanielNash,

Thank you for reaching out here. We want to welcome you to the Docusign Community. I appreciate you bringing your question to this Community, and we are committed to providing you with the best service possible.

Are you referring to set up Recipient Authentication Identity Verification Information? Recipient authentication and identity verification information can be manually added to a generated CSV by inserting columns for access code, phone authentication, role identification, and phone number. If the role identification column is left blank, no authentication or verification is required. If a value is provided, recipients must authenticate via phone authentication using a one-time passcode sent via SMS or phone call to the specified phone number.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi @DanielNash,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.