The short answer: You can enable or disable multi-factor authentication (MFA) for individual transactions by checking or unchecking Require SMS authentication when creating the transaction, even if your organization has a default MFA setting.
What happens when MFA is enabled
What Happens When MFA Is Enabled
When you enable Require SMS authentication for a transaction, you must provide a mobile phone number for the signer. Before the signer can access the transaction, we send a verification code to that phone number. The signer enters the code to prove their identity, then proceeds to review and sign the document.
What happens when MFA is disabled
When you disable Require SMS authentication, the signer can access the transaction directly using the link you send them. No phone verification is required.
Enable MFA for one transaction
When creating and sending a transaction:
1. Check the Require SMS authentication box
Under Recipients, check the box next to Require SMS authentication.
Disable MFA for one transaction
If your organization has MFA enabled by default, you can turn it off for specific transactions where it isn't needed.
When creating and sending a transaction:
1. Uncheck the Require SMS authentication box
Under Recipients, uncheck the box next to Require SMS authentication.
Summary Checklist
- Enabled MFA: Signer must provide a code sent to their mobile phone before accessing the transaction
- Disabled MFA: Signer can access the transaction without additional verification
- This setting overrides your organization's default MFA configuration for that specific transaction
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