Personal Identification Numbers (PIN) can be created by advisors or administrators and provided to clients for additional security. The PIN ensures that the form is not filled out unintentionally by others who may have received the link accidentally.
There are two types of PINs:
A manual PIN is provided to the client by the admin. An SMS PIN is sent to the client’s email where they can input their mobile number to receive a randomly generated PIN.
How to create a PIN: