Log in to Simplifile

Two-factor authentication

If your organization’s security policy requires two-factor authentication (also know as multi-factor authentication, or 2FA),when you log in, you will see the screen below.

Additional Authentication window Step 1 section with the Email option selected screenshot

NOTE: The Text Message, Phone Call, and Authenticator App options are disabled until you successfully log in and enable those options. There is a tooltip next to each option explaining how to enable the option.

Using your email for two-factor authentication

When you select the Email option, and select the Send Code button, an email is sent to the account's email address of record.

When you receive the email, enter the verification code in the Enter the Authorization Code field.

Using your phone or text for two-factor authentication

After you log in, you will see a banner below informing you that you can add your mobile phone number as an additional 2FA method.

Turquoise banner with "You can now use your mobile phone for login authentication. Click here to add a mobile phone number" message screenshot

Selecting the banner opens the Mobile Phone Number window where you can enter your mobile phone number and verify it. After you select Send Verification Code, the 6-digit code is either texted to you or you'll receive a phone call depending on the delivery option you choose.

Mobile Phone Number window with the Enter Mobile Phone Number field filled and the Text Message option selected screenshot


Verify Phone Number window with the Verification Code field filled screenshot

When your phone number is verified, you can use it as a two-factor authentication method next time you login.

Mobile Phone Verified window screenshot

NOTE: The mobile phone number will also display as verified on your My Settings page which is accessed by selecting the My Simplifile toolbar > User tools (username) icon (right-most icon) Profiles item.

My Settings page Mobile Phone Number row with the phone number, a green circle with white check mark, and callout with "Mobile phone verified on 6/6/22" screenshot

The Mobile Phone Number field can also be added and viewed on the User Contact Information page. The user must verify the phone number themselves when logged in.

User Contact Informaton page Contact Information window with the Mobile Phone Number field highlighted screenshot


Example contact information section with mobile phone number, an orange circile with an white exclamation mark, and a callout that states "Phone number is unverified and must be verified by the user" screenshot

Using an Authenticator App for two-factor authentication

In addition to using your email and mobile phone number as a two-factor authentication option, you can also register to use an authenticator app like Google Authenticator or Microsoft Authenticator. On the My Settings page, you'll see the Authenticator App row in the Contact Information section. Select the Click to register link to begin. This opens the Register Authenticator App window where you enter your password to continue.

Authenticator App row, Click to Register link, blue circle with white i icon, and callout with "Authenticator apps (like Google Authenticator) can be used for two-factor authentication" screenshot


Registered Authenticator App window screenshot

After you have downloaded an authenticator app to your phone and have successfully verified you password, you'll see a QR code displayed that can be scanned with your authenticator app. When successfully scanned in your authenticator app, you'll be registered to use this as an option for two-factor authentication going forward.

Register Authenticator App window with Scan the QR code in your authenticator app text and QR code screenshot


Authenticator App row with Already Registered text and green circle with white check mark icon screenshot

When you have one or more of the two-factor authentication options enabled, you'll be able to select them on the Additional Authentication screen when logging into Simplifile.

Additional Authentication page Step 1 section with the text option selected screenshot


Additional Authentication page Step 1 section withAuthenticaor App option selected and Step 2 section displayed screenshot