Recipient Authentication

Estimated reading: 2 minutes 54 views

Introduction

When sending important documents for signing in Zoho CRM, it’s crucial to ensure the right person receives and signs them. That’s where recipient authentication comes in. By setting up authentication, you add an extra layer of security to your document signing process.

This guide will show you how to set the authentication code delivery mode for recipients, so you can confidently manage your document workflow in Zoho CRM.

Step-by-Step Instructions

Follow these steps to enable recipient authentication in Zoho CRM:

Go to Account Settings
- Hover over the Settings icon (gear symbol) in Zoho CRM.
- Click Account Settings from the dropdown menu.

Access Sending Options
- In the left-hand menu, click on Sending Options.
- Scroll down or navigate to the Recipient Authentication

Enable Recipient Authentication
- Tick the box labelled Enforce Authentication to enable the feature.
Choose Your Delivery Method
- Select how you want the authentication code to be delivered to the recipient:
  1. Email
  2. SMS
  3. Or both, depending on your preference and security needs.

Tips

Use SMS for sensitive documents – SMS adds an extra layer of security beyond email.
Inform your recipients – Let them know to expect an authentication code before signing.
Test it first – Send a test document to yourself to see how the process works from a recipient’s point of view.

Recipient Authentication

Introduction

Step-by-Step Instructions

Tips

Related Articles