Sending Requests with Access Codes

When sending requests via DocuSign you also have the ability to add an access code for your recipients which adds an extra level of security to your documents. An access code is a string, 50 characters or less, that you provide to your recipient for their use in authentication. This string must not contain the symbols <, >, &, and #.

Access code support was added to fmESignature Link (DocuSign Edition) v1.5 - you can easily add this to an existing integration as it only requires one new field and a small modification to the DocuSign - Create and Send Envelope script. To send a Request containing an access code click the Recipient Settings popover on the Recipients tab:

and enter the required access code for the recipient:

You can relay the code to the recipient in any way that you wish, such as by phone, SMS or in a separate email. When you send the Request and the recipient clicks the Review Document button in the DocuSign email they will be prompted to first enter the access code before they can view the document:

The recipient must enter the code correctly in order to view and sign the document. For more information on sending access codes for recipients please visit the following support pages on the DocuSign website:

• Access Codes for Recipients
• Access code and email notification link expiration