Understanding DocSend

DocSend is a powerful document sharing platform that allows businesses to securely manage and track their documents. With features like actionable insights, advanced security controls, and detailed analytics, DocSend helps users maintain control over their content while also providing key insights into document performance.

Using DocSend for ID Checks

Combining DocSend with IdentityCheck creates a seamless, efficient process for document verification and ID checks. This integration is particularly useful for:

• Onboarding new clients or employees
• Verifying the identity of users in various transactions
• Ensuring compliance with regulatory requirements

Setting Up IdentityCheck Integration with DocSend via Zapier

This step-by-step guide will help you set up the IdentityCheck integration with DocSend using Zapier:

1. Sign Up or Log In: Make sure you have accounts with IdentityCheck, DocSend, and Zapier.
2. Create a New Zap: Log in to your Zapier account and click on “Make a Zap.”
3. Select DocSend: In the “Choose a Trigger App” search bar, type in “DocSend” and select it. Choose a trigger event like “New Document Viewed.”
4. Connect DocSend Account: Follow the instructions to connect your DocSend account with Zapier.
5. Add IdentityCheck: Now, for the action step, type in “IdentityCheck” and select it. Choose the action like “ID Verification.”
6. Connect IdentityCheck Account: Follow the instructions to connect your IdentityCheck account.
7. Set Up Action: Configure the action based on your requirements, such as mapping fields from DocSend to IdentityCheck.
8. Test the Zap: Use test data to ensure everything is working correctly.
9. Activate the Zap: Once tested, activate the Zap to begin automatic ID verifications with DocSend.

How to Use DocSend and IdentityCheck for ID Verification

Once the integration is set up, here’s how you can use it efficiently:

1. Upload Document to DocSend: Start by uploading the document that requires ID verification to your DocSend account.
2. Share Document: Share the document with the respective person or group through DocSend.
3. Trigger ID Verification: When the document is viewed or accessed, the automation set up by Zapier will trigger the ID verification process through IdentityCheck.
4. Receive Results: You’ll get notification or record of the ID verification directly in your IdentityCheck dashboard, allowing you to quickly verify the document viewer’s identity.

Integrating IdentityCheck with DocSend is a powerful way to streamline your ID verification process, ensuring secure and compliant operations without manual effort. By automating ID verification, you can focus on what matters most: growing your business with confidence.