Availability:

You'll be unable to set up SMS verification when sending documents via text (SMS).

Go here to learn about qualified electronic signatures. Learn more about KBA verification here.

Users with pandadoc.eu accounts are unable to utilize SMS verification at this time.

This feature helps you easily set up a unique passcode, SMS code, or KBA for each document recipient. Your recipients will need to pass verification to view or sign the document.

Watch an overview video:

Only account owners and users with admin permission allowing access to workspace settings can set up recipient verification methods in a workspace. By default, all verification methods are enabled.

Click on your name in the lower-left corner and go to Workspace defaults. Select which verification method you’d like to use, deselect the verification method you'd like to disable in documents, then select Save changes.

You can set up recipient verification only in a document — not in a template or form. You can automate setting up recipient verification via API.

There are two ways you can enable recipient verification:

Now let's dig deeper into each.

You can set up recipient verification via API right in a document creation request or once the document is created.

Start by selecting +Document from the Document list.

Select an existing template or +Blank to create a new document from scratch. If you have a PDF or .docx file, you can drag and drop it to the upload area.

Next, assign a recipient, then switch the toggle for “Recipient verification” beneath the recipient's email.

Once you’ve switched the toggle on, you can select the verification method, set up a passcode or add a phone number for text (SMS) verification, and select verification time — your choices are before opening a document, or before signing a document.

The verification time option is only available for recipients who have at least one field assigned to them (signers).

This method allows you to easily set up recipient verification for multiple recipients.

Once you've set up recipient verification, select Continue. Finish setting up your document, then send it!

You can set up recipient verification on a document in any status.

You can set up recipient verification in a previously created document if you select Skip during the document generation step, or if you’d like to use an existing draft document.

Start by opening the document. Next, select the Manage button at the top of the page, or select the Manage recipients tab on the right. Then, click the recipient's name to set up verification and switch on the “Recipient verification” toggle.

Once you’ve switched on the toggle, you can select the verification method.

For passcode verification, first set up a passcode, then select the verification time — your choices are before opening a document, or before signing a document. Once you‘ve done this, select Set up passcode. Now you can easily copy the passcode and share it with your recipient.

You'll be unable to set up SMS verification when sending documents via text (SMS).

For text (SMS) verification, add a phone number, then select verification time — your choices are before opening a document, or before signing a document. Once you’ve done this, select Set up verification code.

The verification time option is only available for recipients who have at least one field assigned to them (signers).

Finish setting up your document, then send it!

Once you’ve sent your document, recipients will be unable to open (if verification time is "Before opening a document") or finalize the document (if verification time is "Before signing a document") without passing the type of verification you’ve set up.

If the verification time is "Before opening a document," a recipient will be prompted to enter the correct passcode when they try to open the document.

If the verification time is "Before signing a document," the recipient will be able to view and fill out the fields in the document, but they’ll be unable to finalize it until they enter the correct passcode.

Once the recipient enters the correct passcode, they’ll be able to view and finalize the document.

If the verification time is "Before opening a document," the recipient will be prompted to receive and submit a text (SMS) code before they can view the document.

The recipient will have only 1 minute to enter the correct text (SMS) code. Any code entered after 1 minute will be considered incorrect, and the recipient will need to select Resend code to receive a new one.

If the verification time is "Before signing a document," the recipient will be able to view and fill out fields in the document, but they’ll be unable to finalize it until they enter the correct text (SMS) code.

If the recipient enters an incorrect passcode three times, they’ll need to contact the document sender for a new code.

If the recipient enters an incorrect SMS code three times, they’ll need to contact the document sender to change their telephone number or ask them to set up a verification code one more time. After that, the recipient can access the verification page again and enter a new SMS code.

Start by opening the document with a set-up verification. Next, select the Manage button at the top of the page. Click the recipient's name and switch off the “Recipient verification” toggle, then on again. The verification will be reset, allowing your recipient to enter the code after refreshing the document page.

Want to make sure that your documents get to your recipients? Check out our Managing Document Recipients course on the PandaDoc Learning Academy to find out how!