Verify compatibility with the documented access mechanism
Signaturely’s help describes copying a signer access code when the security option is enabled and sharing it with the intended signer. This establishes a documented mechanism, not proof that it satisfies every organization’s authentication requirements. Confirm the appropriate setting and recipient for the actual request. Do not put real codes in screenshots, shared checklists, analytics events or public support examples while explaining the process.
Make the instruction understandable
A recipient should know which request the code belongs to and where to enter it, without needing to guess from several unrelated messages. Keep the explanation short and use an established contact route. Do not send sensitive document contents merely to identify the request. If your organization requires a separate channel for access information, follow that policy rather than choosing convenience over the existing security procedure.
Limit private-data exposure during recovery
When a person reports difficulty, first check whether the request, recipient and code are the intended ones. Avoid forwarding access details to a new address simply because someone asks in an unverified message. A signing URL and its access code can together provide meaningful access. If identity or authority is uncertain, pause the transmission and use the established verification route. This is a handling principle, not a substitute for professional security advice.
Keep tests non-sensitive
Use a clearly labelled harmless sample to check whether the instructions are understandable. Do not collect a visitor’s real code in a website tool or use it as a demonstration value. Record the outcome without retaining the code itself in unnecessary logs. The direct-link guide explains how to reuse an existing request safely; the privacy guide covers which information should remain outside general-purpose notes and reporting.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- Share the signer access code — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21
- Get an existing signing link — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21