{"id":3141,"date":"2026-04-30T15:29:54","date_gmt":"2026-04-30T15:29:54","guid":{"rendered":"https:\/\/help.contentsnare.com\/?post_type=ht_kb&#038;p=3141"},"modified":"2026-04-30T15:29:55","modified_gmt":"2026-04-30T15:29:55","slug":"how-pin-codes-are-generated-and-managed-for-client-requests","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/how-pin-codes-are-generated-and-managed-for-client-requests\/","title":{"rendered":"How PIN codes are generated and managed for client requests"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">If you enable <a href=\"https:\/\/contentsnare.com\/help\/knowledge-base\/security-settings\/#medium-pin-code\">PIN protection<\/a> on a request, the code is not generated by you or by the system. The first person who opens the request link will be prompted to create a PIN:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"304\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31.png\" alt=\"\" class=\"wp-image-3143\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31.png 830w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31-300x110.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31-768x281.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31-50x18.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31-60x22.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-31-100x37.png 100w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">That code is set once and will then be required every time the request is accessed.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: The same PIN applies to all requests for that client.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In other words, the PIN is not automatically sent to the client. Because the client creates it themselves, they are responsible for remembering and using it for future access.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important things to keep in mind<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Anyone who has access to the request link can set the PIN if the client hasn\u2019t opened the request yet, including your team members.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Anyone with the link can also request a PIN reset email. For this reason, it\u2019s important to only share the request link with the intended recipient.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you enable PIN protection on a request, the code is not generated by you or by the system. The first person who opens the request link will be prompted to create a PIN: That code is set once and will then be required every time the request is accessed&#8230;.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1063],"ht-kb-tag":[],"class_list":["post-3141","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-requests-templates"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3141","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=3141"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3141\/revisions"}],"predecessor-version":[{"id":3144,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3141\/revisions\/3144"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=3141"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=3141"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=3141"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}