◆ Acrobat · edit

Require Phone Authentication for Signers

The [client] signed the term sheet and wants the services agreement sent for e-signature by [deadline=Friday]. Use the…

3ready prompts
3real tasks
1role

When to use it

real situations

AI prompts

3 ways to ask · copy any one
AExecute — “help me do it”Help me require phone authentication for signers in my document.…+
Help me require phone authentication for signers in my [Adobe Acrobat Sign document] before sending it.
when the reply comes backWould you like tips on making your document even more secure?
BImprove — “do it better”Suggest ways to make signer identity checks stronger than just phone.…+
Suggest ways to make signer identity checks stronger than just phone authentication for my [document workflow].
when the reply comes backWant to know about other ways to check signer identities?
CDecide — “help me choose”Help me choose between phone, email, or password for signers.…+
Help me choose between phone, email, or password authentication for signers of my [important document].
when the reply comes backNeed help understanding the pros and cons of each authentication type?

How to do it

the tool · the steps · what to avoid
  1. 1

    Log in to Adobe Acrobat Sign as an account or group admin.

  2. 2

    Navigate to Account in the top menu.

  3. 3

    Select Account Settings from the left sidebar.

  4. 4

    Click Send Settings.

  5. 5

    Scroll to Identity Authentication Methods.

  6. 6

    Locate Phone (SMS/Voice) authentication.

  7. 7

    Check the box for Enable phone authentication.

  8. 8

    Optional: Select whether to allow both SMS and voice or restrict to one.

  9. 9

    Click Save to apply changes.

  10. 10

    Communicate to senders that they must select Phone authentication for recipients when sending agreements.

    Best practiceIf some signers do not have reliable mobile access, consider enabling multiple authentication methods to avoid workflow delays. (Source: WORLD/BLOGS best-practice)

Admin Console (web)

Not applicable for this setting (UI only)

Glossary

words on this page
Phone AuthenticationA way to check who someone is by sending a code to their phone.ExampleYou receive a text message with a code to enter before logging into your bank account.
SignerThe person who is supposed to sign a document.ExampleThe Signer must review all clauses before adding their approval to the document.
Adobe Acrobat SignA tool for sending and signing documents online.ExampleYou use Adobe Acrobat Sign to quickly sign and return a lease agreement online.

The real tasks

all 3, listed here
Send a new agreement using a custom send workflow
We agreed terms in principle but I don't know the best approval order before sending to the client.
Prepare a one‑page budget change summary and route it to the project sponsor for an approval decision.

Who does this

1 role
Project Manager

FAQ

about this task

Phone authentication means the signer gets a code sent to their phone, which they must enter before they can sign. This helps make sure only the right person can sign the document.

Phone authentication adds an extra layer of security, so you know the person signing is really who they say they are. This is important for sensitive or legal documents.

Yes, you can choose to require phone authentication for any document you send for signing, but it's most useful for documents that need extra security.

Phone authentication sends a code to the signer's phone, while email authentication sends a link or code to their email. Phone authentication is usually considered more secure because phones are more personal.

If the signer does not have a phone, you can choose another way to check their identity, like email or password authentication, depending on what works best for them.

Sources

where this comes from
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