Enable phone-based two-factor authentication for signing documents with DocuSign

Phone-based two-factor authentication can be used with DocuSign to add an additional layer of security for users signing the generated documents. When you enable phone-based two-factor authentication, recipients are prompted to verify their identity before viewing or signing a document to prevent unauthorized access to sensitive documents.

Recipients receive a one-time verification code via SMS or phone call to verify their identity before accessing the document in DocuSign.

You can set up this additional verification step when adding recipients to the DocuSign delivery option.

To add phone-based two-factor authentication to a DocuSign recipient

  1. Open or Create a DocGen Package.

  2. Click the Delivery tab.

  3. On the Delivery Option pane, click Add Delivery Options.

  4. Expand Electronic Signature and click DocuSign. This option is enabled if you have DocuSign integration set up. For information on adding DocuSign integration, see Integrate DocuSign with Nintex DocGen.

  5. Under Delivery Option Name, click Edit to edit recipient details. The Current User profile is displayed by default. Click Add recipient for additional recipients. For more information, see Enable phone-based two-factor authentication for signing documents with DocuSign.

  6. In the Edit Recipient window, expand Advanced and select Require SMS Authentication?.

  7. Under Recipient, add the recipient Phone Number.

    Note: Phone numbers can include the characters +,-,(), spaces, and digits 0-9.

  8. Click Done.

  9. Click Save.