Introduction

Welcome to a seamless sales collateral management experience powered by the integration of IdentityCheck with Attach. Attach is renowned for its core capability: allowing users to manage, track, and control the sales collateral they share. With a mission to redefine how sales teams engage with potential clients by providing real-time insights and tracking, Attach boosts sales efficiency significantly.

IdentityCheck enhances this by adding robust ID verification capabilities. This integration ensures only the right eyes see sensitive sales materials, strengthening compliance and security without complicating the process.

Why Connect IdentityCheck to Attach

Integrating IdentityCheck with Attach offers several compelling benefits. First, it strengthens security protocols by ensuring that recipients must pass a stringent identity check before accessing any document. This feature helps in maintaining data privacy and complying with regulatory standards without adding extra steps to your sales process.

Secondly, IdentityCheck simplifies the identity verification process, reducing time spent on manual KYC checks and allowing sales teams to focus more on closing deals. For instance, Guardian Tax Solutions dramatically reduced onboarding time by 90% with IdentityCheck, demonstrating time and cost savings potential.

Lastly, by combining Attach’s tracking capabilities with IdentityCheck’s verification process, you gain insightful data on document engagement and secure access control, enhancing decision-making for sales strategies.

Setting Up the Integration

• Log in to your IdentityCheck account.
• Navigate to the integrations section and select Attach.
• Click ‘Enable Integration’ and follow the authentication prompts.
• Customize your ID verification preferences as per your business needs.
• Save the settings and verify the integration with a test document.
• Start securely sharing your collateral through Attach.

How It Works in Attach

Once set up, sending documents through Attach will automatically trigger an ID verification step for the recipient. For example, after selecting your sales materials, Attach will prompt adding an ID verification step to ensure that the document is only accessed by verified individuals. This addition flows seamlessly, allowing sales teams to enjoy the security without altering their workflow.

Frequently Asked Questions

How is my data stored? All data is encrypted and stored securely, complying with standard data protection regulations.

Can I customize the verification process? Yes, you can tailor the identity verification process to match your specific requirements, ensuring flexibility.

What happens if a recipient fails the identity check? They will be prompted to retry or contact the sender for assistance. This ensures control over who views critical documents.

In Summary

By integrating IdentityCheck with Attach, you unlock a powerful suite that combines document control, insightful tracking, and reliable ID verification. This seamless integration not only enhances the security of your sales collateral but also facilitates smoother operations for sales teams. Get started today to elevate your sales engagement strategy.