SMS authentication is a standard procedure in signing, registration, or payment processes, which already enjoys the highest level of acceptance. An SMS is sent to the mobile phone number stored in the DocuSign envelope. This combination of something you know (password) and something you have (your mobile phone) provides security against unauthorized access which is a necessary security factor in signing processes.
Learn in the following step-by-step tutorial, how to activate the DocuSign SMS Authentication for DocumentsCorePack.
Perform the following steps first:
Step 1: Create a new settings key with the following values:
Step 2: Additional to this key you also have to import the latest DocumentsCorePack DocuSign Solution that you can find here for Download. If you need help on how to import a solution, have a look in this article.
Step 3: After performing these steps, you will have the option to define and setup the SMS Authentication in the One-Click-Action (OCA) Configuration. The SMS authentication can be used only with an OCA. Existing OCA need to be modified to enable the SMS authentication.
Those are the steps of how to install, setup and enable SMS authentication. .
Step 4: If you have configured you OCA accordingly you will see the following additional dropdowns while running the OCA.
Please note: Be aware that that the SMS Authentication does not work if sender and recipient are the same. E.g., DocuSign user = firstname.lastname@example.org and recipient is also email@example.com. This is very important to consider while testing.
Define phone fields
Back to the OCA, you can define Phone fields. It is possible to define which phone fields are selectable or if a record type (e.g., User) doesn’t need to authenticate with SMS. The configuration for this can be opened by clicking on [Open] next to “Email Recipient Address Fields”.
First click on the [New]-button, then select the entity type like Account or User. Then click in the Phone Field and select which Phone fields are selectable in the Dialog. You can check the “None” item in case a recipient, for example a user, is not required to authenticate with SMS.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.