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Question

DocuSign Template in Salesforce Opportunity Defaulting to Wrong Authentication Method

  • February 4, 2025
  • 1 reply
  • 34 views

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Hi,

We’re experiencing an issue with our DocuSign and Salesforce integration and could use some assistance or pointing in the right direction of why this may be occuring.

Here’s our setup:

  • We have linked specific DocuSign templates to types of Opportunities in Salesforce.
  • These templates can be launched directly within the Opportunity page layout in Salesforce.

The Issue:
On the DocuSign template itself (within DocuSign), we’ve configured the recipient authentication method to Phone Authentication. However, when the template is launched via a Salesforce Opportunity, it defaults to SMS Authentication instead.

While we understand that "Phone Authentication" and "SMS Authentication" are functionally similar in most scenarios, one of our third-party partners requires the authentication method to explicitly remain Phone Authentication and not default to SMS Authentication.

Has anyone else experienced this issue, or does anyone know how to ensure that the template retains the Phone Authentication setting when launched through Salesforce?

Any help or guidance would be greatly appreciated!

Thank you!

1 reply

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  • Community Moderator
  • 162 replies
  • February 6, 2025

Hello ​@Rwilliams15 ,

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

 

With Phone Authentication, the sender does not choose how to send the access code to the Signer. Both options must be available first on the Sender's Account.

The signer will then be prompted to choose whether to receive the code via SMS or Phone. 

Please use this link for additional information:

How Phone Authentication Works

 

Let us know if you need further assistance with this.

Best regards,
Rodolfo | Docusign Community Moderator
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