Call GET /accounts/{accountId}/identity_verification to enumerate the identity verification workflows configured for the account and locate the SMS OTP workflow configuration ID
Create an envelope via POST /envelopes, and within the recipients array for each signer include an identityVerification object referencing the SMS OTP workflow ID and supplying the signer's phone number in the inputOptions array
Set the requireIdLookup flag to false (SMS OTP is handled by the IDV step, not the legacy phone authentication) and ensure signerMustHaveAccount is false if anonymous signing is intended
Monitor the envelope via Connect webhook; the signer will complete the SMS OTP challenge within the DocuSign signing ceremony before being presented with the document, with the identity event recorded in the envelope audit trail
After completion, call GET /envelopes/{envelopeId}/recipients to inspect the idCheckInformationInput element and verify the identity verification outcome is recorded as passed before accepting the signed document as legally valid
Known gotchas
SMS OTP IDV is an add-on feature that must be provisioned on the DocuSign account before the workflow ID will appear in the identity_verification list; attempting to reference an IDV workflow ID that is not provisioned results in a recipient validation error at envelope creation
The phone number supplied in the inputOptions must be in E.164 format; local or national format phone numbers may pass envelope creation validation but fail at the signing ceremony when the OTP SMS cannot be delivered
IDV outcome data is stored in the envelope audit trail and is retrievable via the envelope audit events endpoint, but it is not included in the standard envelope completed webhook payload — a separate API call is required to confirm the IDV result programmatically
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