PandaDoc is a versatile online document management tool that offers eSignature capabilities, document automation, and more. It's known for streamlining the creation, approval, and signing of essential documents.

With the integration of PandaDoc and IdentityCheck via Zapier, you can enhance the security of your document workflows by incorporating robust ID verification processes.

Use Cases of IdentityCheck in PandaDoc

Leveraging IdentityCheck within PandaDoc can be beneficial in several scenarios:

• Client Onboarding: Verify client identities before processing any agreements.
• Loan Applications: Authenticate applicant information swiftly and securely.
• HR Processes: Validate candidate identities early in the hiring process.

How to Set Up IdentityCheck in PandaDoc

Follow these steps to integrate IdentityCheck with your PandaDoc account via Zapier:

1. Sign up for a Zapier account if you don't already have one.
2. Once logged in, navigate to the Zap creation page.
3. Select PandaDoc as the trigger app and set up a trigger that fits your need (e.g., "New Document Created").
4. Choose IdentityCheck as the action app and configure it to run an ID verification based on the data from PandaDoc.
5. Follow the on-screen prompts to authenticate your IdentityCheck account.
6. Map the necessary fields between PandaDoc and IdentityCheck to set up your Zap correctly.
7. Test the Zap to ensure everything is functioning as expected.
8. Turn on your Zap to start using ID verification in your PandaDoc workflows.

How to Use IdentityCheck with PandaDoc

After setting up the integration, here’s how you can use IdentityCheck within your PandaDoc processes:

1. Create or upload a document in PandaDoc as usual.
2. When a new document is created, the Zap will trigger IdentityCheck to perform ID verification based on the details provided in the document.
3. You'll receive a notification upon successful verification, or you can check the ID verification status within IdentityCheck.
4. Proceed to finalize the document process in PandaDoc with the added confidence of verified identities.