{"id":18705,"date":"2025-08-29T09:02:09","date_gmt":"2025-08-29T14:02:09","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18705"},"modified":"2026-05-17T06:24:27","modified_gmt":"2026-05-17T11:24:27","slug":"how-to-add-an-access-code-to-your-bookipi-esign-document","status":"publish","type":"post","link":"https:\/\/bookipi.com\/ja\/guides\/how-to-add-an-access-code-to-your-bookipi-esign-document\/","title":{"rendered":"How to add an access code to your Bookipi eSign document"},"content":{"rendered":"
\n

Learn how to add an access code to your Bookipi eSign document.<\/h2>\n

How to add an access code to your Bookipi eSign document<\/h2>\n

Learn how to add an access code to your Bookipi eSign document to enhance security and ensure that only authorized recipients can access and sign your documents. Follow the steps below to get started.<\/p>\n

\n

Step 1:<\/b> Click \u2018Contract\u2019<\/i><\/b><\/h3>\n

Click \u2018Contract\u2019<\/i><\/b> on the left panel menu of your dashboard.<\/p>\n

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Step 2:<\/b> Create a document<\/b><\/h3>\n

Next, create your document by uploading your own file or contract, browsing templates, or generating a contract using AI. This document will then be prepared for your clients to sign.<\/p>\n

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\n

Step 3:<\/b> Add signers<\/h3>\n

Add your signers by selecting from your existing customer list or by adding them as new customers. If you need to include additional signers, click \u2018+ Add signer\u2019<\/i><\/b>.<\/p>\n

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If you would like to include yourself as a signer, simply toggle the option on.<\/p>\n

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Step 4:<\/b> Add access code<\/h3>\n

To add an access code, click the ellipsis button on the far right of the signer\u2019s section and select \u2018Add access code\u2019<\/i><\/b>.<\/p>\n

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A 6-character code will be automatically generated. You may manually edit this code, as long as it contains a minimum of six characters made up of letters or numbers.<\/p>\n

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To remove the access code, simply click the trash icon next to it.<\/p>\n

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Step 5:<\/b> Click \u2018Next\u2019<\/i><\/b><\/h3>\n

Click \u2018Next\u2019<\/i><\/b> to proceed to the next step.<\/p>\n

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Step 6:<\/b> Add tags<\/h3>\n

Add and assign text and tags to each signer for the fields you want them to complete. Select the signer at the bottom of the page, with each signer having a unique color.<\/p>\n

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Step 7:<\/b> Click \u2018Next\u2019<\/i><\/b><\/h3>\n

Click \u2018Next\u2019<\/i><\/b> to proceed to the last step.<\/p>\n

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Step 8:<\/b> Finish & send<\/h3>\n

Enter a name for your document and select an appropriate category. <\/p>\n

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\n

If needed, you can include additional recipients under the Add CC<\/i><\/b> field.<\/p>\n

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Step 9:<\/b> Send your document<\/h3>\n

Click \u2018Send\u2019<\/i><\/b> <\/i>to deliver your document to your client for signing.<\/p>\n

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After sending, you\u2019ll have the option to save this document as a template for future use.<\/p>\n

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Step 10:<\/b> View and copy the access code<\/h3>\n

After sending, you can view and copy the access code by opening the document from your dashboard.<\/p>\n

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On the right-hand side, you will see the list of recipients. To view the access code, click the eye icon next to the recipient\u2019s name.<\/p>\n

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To copy it, click the paper (copy) icon and share the code directly with your signer.<\/p>\n

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Note: The access code is stored securely and not included in any emails or notifications. You should share the code with the signer directly.<\/i><\/p>\n<\/div>\n

\n

\n

FAQs about how to add an access code to your Bookipi eSign document<\/h2>\n

Q: What is an access code in Bookipi eSign?<\/h3>\n

A: An access code is a 6-character password that adds an extra layer of security to your eSign document. Signers must enter this code to access and sign the document.<\/p>\n

\n

Q: Why should I use an access code?<\/h3>\n

A: Access codes help protect sensitive documents by ensuring that only authorized recipients can view and sign them. It prevents accidental or unauthorized access if someone else gets the email notification.<\/p>\n

\n

Q: Can I customize the access code?<\/h3>\n

A: Yes. While the system generates one for you automatically, you can edit it as long as the code is at least 6 characters and includes only letters or numbers.<\/p>\n

\n

Q: How do I share the access code with my signer?<\/h3>\n

A: Since access codes are not included in email notifications, you must share them directly with your signer.<\/p>\n

\n

Q: Is the access code stored securely?<\/h3>\n

Yes. Access codes are securely stored within Bookipi and are not visible to anyone unless you open the document and choose to view them manually from your dashboard.<\/p>\n

\n

\n

Discover more tutorials for Bookipi Invoice on Web v2<\/h2>\n

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides<\/a>.<\/p>\n

\n

Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to add an access code to your Bookipi eSign document.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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