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How to protect a document a PIN via SMS

Secure your documents by using the E-Sign SMS PIN protect feature

Add enhanced security to your documents with 2FA via a PIN to the document signers mobile device.

1

Purchase Credits

You can purchase SMS credits via your account settings.

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2

Enter Signers Name And Email

Enter your signers name and email address and click ‘Send PIN via SMS’.

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3

Add A Phone Number

Enter the recipients phone number.

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4

Add Signature

Add your signature fields.

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5

Recipient SMS

Once the document has been sent, your recipient will receive the PIN code via SMS to their mobile phone.

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6

Recipient Email

They will also receive an email with a link to the document.

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7

Passcode

When they click on the link they will need to add the PIN code provided, to access the document.

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8

Review Document

Once they PIN has been entered, they can review and sign the document.

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9

Confimation

The document has now been signed using 2 factor authentication.

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