Want to ensure that the right person is accessing your envelopes to sign? Try using access codes when sending! Access codes are similar to a “password” that you can create. Recipients need to enter that access code in order to access the envelope and sign. Let’s walk through some fast facts:

• Access codes are free to utilize! There is no fee charged per use.
• Access codes are applied in the recipient area of an envelope under the “Customize” drop down menu.
• Access codes can include numbers, letters, and special characters. They are not case sensitive!
  • DS Admins can set rules related to access codes within the Admin > Security Settings area. 
    • For example: Rules must contain X number of characters, special characters, uppercase letters, etc.
• Once an access code is applied for a recipient, it is the responsibility of the sender to distribute the code. The sender could send a separate email with the code, text the code, etc.

To begin using access codes, refer to this article from the Docusign Support site.

Want to learn more about Docusign eSignature? Try attending one of Docusign University’s free webinars. All webinars are available live and pre-recorded. See here for a complete list.

Additional Resources:

• Get Started with Docusign eSignature for End Users Webinar
• Get Started with Docusign eSignature for Administrators Webinar

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Have you utilized access codes on any of your envelopes?