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Email authentication

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Lennon
  • Updated
The information in this article applies to customers on DocSend Advanced, Advanced Data Rooms, and Enterprise.

You can require visitors to verify their email addresses before gaining access to your shared content, providing you with even greater security and control of who views your content. When enabled, this feature sends an email to the visitor so that they can verify that they are who they claim to be.
 

Enable in link settings

To enable email authentication in a Space:

  1. Click the Space you want to create email authentication for.
  2. Click Permissions.
  3. Click Require email.
  4. Toggle on.
  5. Check Verify email.
    • Note: By default, Require email will be enabled since this requires the viewer to enter their email address.
  6. Click Save or Update Link to finalize. 
Note: To view the exact version link of what your visitors experience when entering their email and NDA, copy the link into an incognito window.  

To enable email authentication for a file:
  1. Click the file title within a Space or Content library.
  2. Click Create link in the upper-right corner.
  3. Select Require an email to view.
    1. Optional: Check Add password protection.
    2. Type the desired password.
  4. Configure any other settings for your file.
  5. Click Create link.
  6. Click Copy link to share. 

 

Visitor Experience

Visitors will be prompted to check their email for a verification link to access your shared content. Upon clicking Verify email address, they'll be redirected to your content. 

The verification link will remain valid for up to one hour. Attempting to verify an email address after the link has expired will result in an error message, and the visitor will have to re-enter their email address to get a new verification email.

Important: To prevent visitors from forwarding the verification link to others, the link must be clicked from the same device that the visitor opened the document with.


In-app experience

Visitors who have been verified will have a verification badge as part of their contact information. The badge will be visible on the document details page, the visit notification emails, the Accounts tab, and Dashboard.

If a visitor is already verified, the badge will appear next to their name on other visits, even if another link they accessed does not require email verification. 

Note: Visitors remain verified for two weeks and won’t need to re-verify their email if they access additional links during that period, unless they change their email address or use a different device.

 

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Still need help? See more articles in the DocSend Help Center.

 

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