The two-step authentication is a perfect way to increase your contract security. This method ensures that only the intended recipients can access contracts you send for signing.
As a part of the two-step authentication, the counterparty will need to enter a security code to access the contract. The security code can be sent either by email or by SMS.
You can set the two-step authentication as the default authentication method for all contracts by specifying it in your contract templates.
To make the two-step authentication default for all contracts created from a template:
- Go to Templates and open a template of your choice.
- In the Settings tab, find the Two-step authentication method field and select either Email verification or SMS verification method, then Save the template.
You can also set up the two-step authentication in a contract:
- Open your draft contract and click Add counterparty.
- The method you have set in the template will be filled in by default; however, you can change it if needed in the Two-step authentication method field.
- Click Add. Now your contract is ready to be sent, click Send.
- Once the contract is sent, the counterparty will receive an email with the contract link where they need to click Open.
- The two-step authentication window will open, and, at the same time, the system will send a verification code to the party depending on the selected method (SMS or email). They must provide the code in the authentication field and press Authenticate.
- If the authentication is successful, the contract participant will be redirected to the contract.
- The security code will always be 6-digits.
- To use SMS authentication, ensure the SMS extension is enabled. Here you can read how to enable it.
- Once a guest has opened a contract with two-step authentication, that device will be remembered for 30 days.
- Security code will automatically be sent once the email link is opened. The code is valid for 5 min.
- Pressing Resend will send you a new security code valid for 5 min.
- Setting the two-step authentication on a template will default that option for every contract participant.