How to Set a Signer PIN for Documents

A Signer PIN is an additional security measure you can set for individual signers on a document. When enabled, the signer must enter the correct PIN before they can begin signing.

How to Add a Signer PIN to a Document

1. When creating a document, after adding your signers, click the Enable button next to the "Signer authentication disabled" prompt for the signer you want to protect.
2. A popup will appear. Enter the PIN for that signer.
3. Click Save or Activate. You will see "PIN authentication enabled" as confirmation.
4. Continue preparing and sending the document as normal.

Note: You must share the PIN with the signer through a separate communication channel (not via the document itself) so they can use it to access the document.

How to Edit or Remove a Signer PIN

If you need to change or remove a PIN after the document has been sent:

1. Open the document and click Actions.
2. Select Edit & Resend.
3. Click Proceed.
4. Click the authentication button for the signer to edit or remove the PIN.
5. Make your changes, then send the document again.

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