Enable Recipient Verification

Set passcode or One Time Password (SMS) protection for your document via API

Now you can Enable Recipient Verification in your documents via API by adding verification settings to the Recipient payload in Create Document or Update Document endpoint.

Verification settings

You can set either a passcode:

{
    "verification_settings":
    {
        "verification_place": "before_open",
        "passcode_verification":
        {
            "passcode": "SimpleCode1"
        }
    }
}

or a phone number, in which case the recipient receives one-time password via SMS:

{
    "verification_settings":
    {
        "verification_place": "before_open",
        "phone_verification":
        {
            "phone_number": "+48123456789"
        }
    }
}

Passcode should:

  1. Be between 6 and 100 characters.
  2. Contains at least one alphabetic character and at least one numeric digit.

A phone number should be is in the international format: it starts with a plus sign and have a total of between 7 and 15 numeric digits. (+1555667890)

Verification place

You must set the point at which a recipient is verified. It's either before seeing a document (before_open) or before signing it (before_sign). The before_sign option can only be set for signers.

Here's how the passcode entry form looks for a recipient: