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Use Phone Authentication with DocuSign

  • Updated

Learn how to add a layer of security to a DocuSign envelope by adding phone authentication. If enabled, the client authenticates their account by locating a one-time passcode sent to their mobile device and entering that number into a DocuSign field.

Last updated: February 2026 · DocuSign

In This Article

  1. Configuring BrokerEngine
  2. Checking phone authentication details
  3. Manually configuring phone authentication

Prerequisites

The phone authentication service is available to users with a Business Pro or Enhanced plan. Contact DocuSign's Sales Team or your account manager to activate this feature.

Click here to read more about DocuSign's phone authentication system.

Step-by-Step Guide

Step 1 — Configuring BrokerEngine

Ensure each of your applicants have a mobile number entered in their personal details. 

BrokerEngine includes each recipient's mobile number in the information it sends to DocuSign.
 

Step 2 — Checking phone authentication details

Go to FinanceVault and prepare a document for signature. After you click the Set Up Signatures button, the DocuSign modal displays. The page displays the mobile number of each recipient.

Step 3 — Manually configuring phone authentication

If you're using DocuSign's template matching, DocuSign does not automatically include phone authentication for a document. You'll need to configure it manually:

  1. Under Add recipients, click on CUSTOMIZE next to a recipient.
  2. Select Add identity verification.
  3. Select Phone authentication from Identity Verification.
  4. Check or enter the recipient's mobile phone number.
  5. Repeat for other recipients.

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  • Use Document Templates in DocuSign
  • Create a Doc Stack for a DocuSign Template

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