A Signer PIN adds an extra layer of security to your templates. When enabled for a role, that signer must enter the correct PIN before they can access and sign the document.

How to add a Signer PIN to a template

  1. Open your template for editing, or create a new template.
  2. In the Roles section, find the signer role you want to protect.
  3. Click Enable next to the authentication prompt for that role.
  4. Choose Signer PIN as the authentication method.
  5. Enter the PIN for this signer (minimum 4 digits).
  6. Save or publish the template.

Note: If you don't set a PIN during template creation, you can still assign a PIN manually when sending a document from the template.

How it works for signers

When the signer clicks the signing link, they'll be prompted to enter the PIN before accessing the document. They cannot proceed without entering the correct PIN.