How to add signer authentication to signature requests

When you ask someone to sign a document, you can make sure the right person signs it with signer authentication. There are two kinds of authentication.

• SMS: when the signer gets the signature request email, they’re prompted to send a code to their phone. They must enter the code to access the document.
• Password: the sender sets a password that signers must use to access the file.
  • The sender has to give this password to signers – it’s not included in the email request.

Add signer authentication to a request

To add signer authentication to a request:

1. Follow the instructions to send a signature request on hellosign.com. Stop when you reach the Who needs to sign? page.
2. Add the signer’s name and email address, then click ⁝ (vertical ellipsis) on the right.
3. Click Add signer authentication. 
   • If you don’t see this option, your admin hasn’t enabled authentication. Learn more about how admins can manage signer authentication settings.
4. Under Authentication method, you can choose:
   • Access code: enter the code you’d like to give to the signer for document access.
   • Text message: enter the signer’s mobile number.
5. To add more signers, click Add another signer.
   • To give each member their own code, you must repeat steps 2-4 for each recipient.