Add a Passcode to Your Document
To add a passcode to your documents, begin the document sending process by clicking Start Document, and follow the steps to select the file or Template you wish to send. After you have added the form fields for the signer, click Next: Review.
On this screen, you can add or edit a customized name and message, add CC’s, and add a passcode to the document. Click Passcode Off to add a PIN to the document.
A PIN will automatically be generated.
When finished, click Send Document. Your recipient will receive an email with a link to sign the document, and he or she will need to enter the PIN and click Unlock before access to the signing screen is provided.
For Templates in which a Share Link or Embed Code is generated, a Passcode cannot be enforced, even if the setting is enabled on the account.
Note:
Account Settings section is only viewable to the ShareFile users with Manage Employees or RightSignature users with Manage users permissions. Note that if the ‘Require passcode for documents’ is turned on in the Account settings then all documents sent out will need to have a PIN entered in order to be accessed. There won’t be a way to turn off the Passcode for individual documents.
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