Verify identity via phone number OTP

With DocuSeal it’s possible to add an additional layer of signer authentication, such as the OTP (One-Time Password) phone verification. After the signer enters their phone number, and we send them an SMS with a code that they need enter to verify their number.

This feature is available in the Pro plan
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Verify identity via OTP

  1. Open the document builder where you need to add identity verification using an OTP (One-Time Password) code.
  2. Select Phone from the right panel and draw the field at the location on the page where the signer’s phone number should appear. If there’s no need to display the phone number in the document, click on Or add field without drawing in the right panel.
  3. Now you have successfully added OTP verification to your document.
Template Builder Phone Field Template Builder Draw Field

Phone number verification by the signer:

  1. Open the signing form
  2. At the step where entering a phone number is required, the signer should input their phone number. Signing Form Phone Step
  3. After this, the signer will receive an SMS with a code that they need to enter on signing form.
  4. You can confirm that the document was signed by the phone number owner, if the verification code is correct. Signing Form OTP Code Step

Verify identity via phone 2FA to access a document

Keep your documents secure by requiring recipients to verify their identity via SMS-based two-factor authentication (2FA) before they can view or sign. This feature works like a protected PDF—only verified users can access the document.

When to use this?

  • You’re sending sensitive documents and want to verify the recipient’s identity
  • You want to add an extra layer of protection
  • You’re replacing outdated methods like password-protected PDFs

Note: This feature is available on both on-premises and cloud Pro versions.

To enable phone 2FA

  1. Click on the template in your DocuSeal dashboard’s Document Templates View
  2. Click on Preferences Template Preferences Button
  3. Click on Form preferences -> Require phone 2FA to open Template Form Preferences
  4. Once 2FA is enabled, the admin is prompted to enter the signer’s phone number at the time of sending the document template for signature. A verification code will then be sent to that number.

What the signer sees?

  1. When the signer opens the document link sent to them via email or sms the see the below prompt: Signing Form Send Verification Code Start Step
  2. The signer clicks on the Send Verification Code to receive the code via sms. They enter the code and click on Submit. Signing Form Send Verification Code Submit Step
  3. Once they click on Submit after entering the code, they get access to the document for signing.