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 2 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, then click the “⁝” (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.
   • You must repeat steps 2-4 for each recipient to give each member their own code.