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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.

Step by step guide

Step 1

You can purchase SMS credits via your account settings.

e-sign SMS verification user guide

Step 2

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

E-Sign SMS verification user guide step 2

Step 3

Enter the recipients phone number.

E-Sign SMS verification step 3

Step 4

Add your signature fields.

E-Sign User Guide SMS Verification Step 4

Step 5

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

E-Sign SMS Verification User Guide Step 6

Step 6

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

E-Sign SMS Verification User Guide Step 6

Step 7

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

E-Sign SMS Verification User Guide Step 7

Step 8

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

E-Sign SMS User Guide SMS Verification Step 8

Step 9

The document has now been signed using 2 factor authentication.

E-Sign SMS Verification User Guide Step 9

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