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Recipient Authentication

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Zoho Sign recipient authentication adds an extra security step to the signing process, so you can be more confident that the right person is opening and signing a document.

How to enable recipient authentication

  1. Hover over the Settings icon and click Account Settings.
  1. In the left hand menu, click Sending Options and navigate to Recipient Authentication.
  1. Tick Enforce Authentication to turn the feature on.
  2. Choose how the authentication code is delivered: by email, by SMS, or both, depending on your preference and security needs.

Tips

  • Use SMS for sensitive documents, since it adds a layer of security beyond email alone.
  • Let recipients know in advance to expect an authentication code before they sign.
  • Send a test document to yourself first to see the process from a recipient’s point of view.

Frequently asked questions

What delivery methods are available for the authentication code?

You can choose to send the authentication code by email, by SMS, or both, depending on your security needs.

Does recipient authentication apply to every document?

No, you enable it per your sending options and it can be turned on for documents where you need extra assurance that the right person is signing.

Need help?

Need help setting up recipient authentication in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.

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