Proof

Enable or Disable Multi-Factor Authentication for One Transaction

You can enable or disable multi-factor authentication (MFA) for individual transactions by checking or unchecking the "Require SMS authentication" box under Recipients when creating the transaction, which overrides your organization's default MFA setting and either requires the signer to verify their identity via a code sent to their mobile phone or allows direct access without additional verification.

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

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, a verification code is sent 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. 1.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. 1.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

Still unsure? Read Multi-Factor Authentication (MFA) Overview for more details. If MFA hasn't been enabled for your account, contact your organization's admin. For technical help, contact Proof Support.