Two-factor authentication is a perfect way to increase your document security. This method ensures that only the intended recipients can access documents you send for signing.
As a part of the two-factor authentication, the counterparty will need to enter a security code to access the document. The security code can be sent either by email or by SMS.
You can set the two-factor authentication as the default authentication method for all documents by specifying it in your templates.
To make the Two-factor authentication default for all documents created from a template:
- Go to Templates > Open a template.
- Go the Settings > Open Signing and security > Select either Email or SMS as Two-factor authentication method.
The method you have set in the template will be filled in by default in documents created from that template; however, you can choose Two-factor authentication in one specific document.
- Create or open a document > Add counterparty.
- Scroll down to the Two-factor authentication method field > choose Email verification or SMS verification.
Once the document is sent, the counterparty will receive an email with the link to the document where they need to click Open.
The two-factor 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 participant will be redirected to the document.
- 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 document with Two-factor 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-factor authentication on a template will default that option for every participant in a document created from that template.