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Identity Verification

For most agreements, a secure signing link delivered to the recipient's inbox is sufficient. But for higher-stakes documents, financial agreements, regulated transactions, legal contracts, you can require recipients to complete an additional identity check before they can access the document.

You configure this per recipient, so you can apply different levels of verification to different people in the same agreement.

Recipient form with Require authentication checked, showing authentication method dropdown with Access code, Email verification, and SMS verification options

Verification Methods​

MethodHow it worksWhen to use it
None (default)Recipient accesses the document via the unique link in their emailStandard business documents, internal agreements, low-risk transactions
Email codeA one-time code is sent to the recipient's email; they enter it before signingWhen you want to confirm the recipient has active access to their inbox at the time of signing
SMS codeA one-time code is sent to the recipient's phone via textFinancial, healthcare, or real estate transactions where an extra layer of assurance is needed
Access codeYou set a code and share it with the recipient separately (e.g., by phone)When you want verification to travel through a different channel than the signing link

Setting Up SMS Verification​

SMS verification requires the recipient's mobile number when you add them.

  1. Select SMS as the verification method when adding the recipient.
  2. Enter their mobile number with country code.

When they click the signing link, a 6-digit code is sent to their phone. They enter the code to access the document.

SMS verification selected with phone number field showing recipients will receive a verification code via SMS

Setting Up an Access Code​

An access code is a passphrase you create and share with the recipient through a separate channel, by phone, in person, or through another communication method outside of email.

  1. Select Access Code when adding the recipient.
  2. Enter a code (6–10 characters recommended).
  3. Share the code with the recipient through a channel separate from the signing invitation.
Access code selected with a 6-digit code field, recipients must enter this code to access the document

Tips:

  • Use a code that isn't easy to guess, avoid birthdays or simple number sequences
  • Share the code through a different channel than the signing email
  • Use a unique code per recipient if multiple signers are on the same agreement

Repeated incorrect attempts will temporarily lock the recipient out of the document.