Feature Friday: Two Factor Biometric Authentication in DocuSign Electronic Signature

Want to learn how to add phone authentication to your electronic signature envelopes? DocuSign's new Phone Authentication feature allows you to add additional level of control to document access. Phone authentication qualifies as two factor authentication backed by biometric evidence and no additional hardware or software is required.

Adding phone authentication to an envelope is similar to adding another signer authentication option to an envelope. When adding a recipient, select phone authentication from the envelope security list. The authentication steps dialogue box appears. The numbers listed here are associated with the address book entry for the recipient - select the phone number that the recipient can choose from, for use during the authentication phone call.

You can also select new number and type the phone number for the recipient. For more information about adding phone numbers please see the adding signer authentication quick start guide.

You can also allow the recipient to add their own phone number by selecting "recipient may enter a new phone number".

If your account is configured to record and store voiceprints you can record and store voiceprints to save a recording of a recipient's spoken name. Click "Save" to save the voice authentication settings. Complete and send your envelope normally.

When the recipient tries to access the envelope, they're presented with a security request page and must select a phone number or type in a new number to use for authentication.

The recipient selects or enters a number and clicks "Call" to continue. After clicking call, the recipient is presented with an authentication code and the system places a call to the number. After answering the phone, the recipient is prompted to phone key pad to enter in the authentication code and speak their name, which may be saved for the sender if the option was selected when the envelope was created. After the authentication code is authenticated, the system informs the recipient to follow on screen instructions and the recipient is taken through the normal signing process.