ShareFile

Passcode for the recipient

The purpose of this article is to improve compliance with relevant industry regulations.

The request for signature needs to include a passcode and share with the recipient before the recipient receives the request. The passcode is set by the sender of the signature request.

KBA 1

Sender receives a passcode enabled signature request

The recipient must use the passcode provided by the sender of the request before having the ability to complete the signature task. The recipient is provided three attempts. If the three attempts fail, the recipient is required to ask the sender to unloack the request.

Completing a signature request with passcode enabled

The following information provides the steps necessary to enter the passcode for a signature reuqest including the steps to take if the passcode fails.

  1. Open the document by selecting Review & Sign Document in your email or from an online form in your browser.

    Review before sending.

  2. When the Welcome screen displays, type in the passcode provided earlier from the sender of the signature request.

    Review before sending.

  3. Type the code provided by the sender.

  4. Select Unlock. The recipient is provided three attempts to enter the provided code.

Passcode for the recipient