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Control of recipients - What Is It, What Is It Used for, and How to Set Preferences?

The Recipient Control feature allows organization administrators to manage document security and specify authentication methods for recipients accessing or signing documents. These settings are available exclusively to the organization's Super Administrator.

To access these settings, go to:

Settings ->  Document Access ->  Control of recipients

Why Use Recipient Control?

  • Protect confidential data against unauthorized access.
  • Increase the security of sent agreements and contracts.
  • Handle legally demanding business processes.

Overview of Features

1. Default Two-Step Signer Authentication

Sets the default identity verification method for signers:

  • Authentication methods: Email or Email & SMS.
  • Sender permissions: The Super Administrator can enforce mandatory verification across all organizational processes or allow document senders to adjust this setting during creation.

2. Two-Step Document Access (Paid Add-On)

Protects document preview with a one-time SMS code sent to the recipient's phone number specified by the sender.

  • How it works:
    1. The recipient opens the document link and clicks Send the SMS code.
    2. They enter the one-time code received via SMS.
    3. Upon successful verification, the recipient gains access to view and sign the document.
  • Security lock: Entering an incorrect code 3 times locks access to the document for 1 hour.

3. Two-Step Protection of Signed Documents

Secures the final ZIP archive (attached to the email containing signed documents) with a password sent via SMS once all parties have signed.

  • How it works:
    1. The recipient downloads the ZIP attachment from the email.
    2. Opening/extracting the archive requires software that supports password-protected ZIP files (e.g., 7-Zip).
    3. The recipient enters the password received via SMS (the message includes the document title, timestamp, and company name for easy identification).

⚠️ Important: The SMS passcode is sent only once. The message includes the document title and timestamp for easy identification. 

How to Set Preferences and Exclusions

As a Super Administrator, you can define exclusions so that additional verification is not required for trusted recipients (such as internal colleagues).

  1. Go to Settings -> Document Access -> Control of recipients  
  2. Locate the relevant section (Two-Step Document Access or Two-Step Protection of Signed Documents).
  3. In the Not required for section, select:
    • Specific domains: Enter the email domain (e.g., company domain after @) and click Add.
    • Specific email addresses: Enter the exact email address and confirm.
  4. Set Editable by document sender to decide whether senders can override this rule when sending documents.

Note: Recipients using excluded domains or email addresses will not be prompted for SMS code verification.