Enable PIN authentication
Published on February 6, 2026 DRTE
Enable PIN Authentication for E-Signatures
PIN authentication adds a layer of security to your e-signature process. When it is turned on for an E Signature Request, the end user must verify a PIN before they can view the document.
Key point: PIN authentication is controlled by the Require PIN field on the E Signature Request record. Once the field is checked, the PIN check is always enforced for that request.
Choose How to Enable PIN Authentication
There are two ways to turn on PIN authentication. Pick the one that fits your organisation's requirements.
| Method | How It Works | Best For |
|---|---|---|
| Manual | Check the Require PIN field on the E Signature Request record, either by hand or programmatically. | Enabling PIN for selected requests. |
| Automatic | Use a before update trigger or flow on the E Signature Request object to check Require PIN, conditionally or for all requests. | Applying PIN authentication consistently, without user action. |
Option 1: Manual
Check the Require PIN field on the E Signature Request record. You can do this by hand or programmatically, as per your organisation's requirements.
Option 2: Automatic
Use a before update trigger or flow on the E Signature Request object to automatically check Require PIN. You can apply it conditionally (for example, only when certain criteria are met) or for all requests.
What the End User Experiences
Result: When Require PIN is checked, the end user is always asked to verify a PIN before viewing the document.
Require PIN setting for an E Signature Request
Quick Reference
- Object: E Signature Request
- Field: Require PIN
- Manual: Check the field by hand or programmatically
- Automatic: Before update trigger or flow, conditionally or for all requests
- Outcome: End user must verify a PIN before viewing the document
Tip: If you use automation, test with a sample E Signature Request to confirm that Require PIN is checked as expected before rolling it out to all requests.
Knowledge Article Number: KA-00089