SMS verification for a document

You don't have to control SMS verification only through the workspace settings — you can turn it on or off for a specific document and a specific recipient, directly while preparing the document.

How to do it

On the Recipients page (signing scenario), click the gear icon next to a recipient. The recipient settings expand, including the SMS PIN section:

• Verify by SMS before viewing the document — the recipient must enter an SMS code before they can even see the document. Suitable for documents with sensitive data (e.g. a salary statement).
• The counterparty does not need to verify via SMS — disables SMS verification at signing for this recipient. Not recommended — SMS verification increases the trustworthiness of the signature.

The recipient-level setting overrides the workspace default behavior and applies only to this document. For an SMS to be sent, the recipient must have a phone number filled in.

In the same panel you'll also find other recipient verification methods — Signi verification (identity verification) and verification via BankID.

Verification before download

SMS verification before downloading a document is set for the entire workspace in the Security section; for an individual document it can be set by an integration via the API.

For integrators

The same can be sent per recipient via the API: sms_before_view, sms_before_sign and settings.sms_auth_before_download — see JSON for creating a document.

Where to go next

• Security — workspace settings
• What Signi verification is and what it's for