Date	Change

Date	Change
August 2022	Renamed the guide, converted to a new template, simplified and merged the guide with the previous eSign guide.
December 2020	Initial Version

Setting up SMS Authentication

To set up an SMS authentication, complete the following steps.

Using SMS Authentication

As shown in the image below, the first signer in the list is an ‘In–Person’ signer with an SMS authentication set up.

Audience: Field Users

Functionality: The DocuSign integration functionality allows Advisors and external users to electronically sign their Client Account forms.