Integrating IdentityCheck with Doc Variables

Doc Variables is a versatile Google Apps add-on that empowers users to efficiently manage and integrate dynamic variables within their Google Drive documents. With its mission to streamline document automation, Doc Variables enhances productivity by reducing manual entry and ensuring consistency across files. By integrating IdentityCheck, an industry leader in ID verification, Doc Variables users can further optimize their workflows by seamlessly incorporating identity verification into document processing.

Why Connect IdentityCheck to Doc Variables

The integration of IdentityCheck with Doc Variables brings substantial benefits, helping users conduct KYC checks effortlessly within their document workflows. IdentityCheck offers a robust ID verification process that ensures the accuracy and security of identity data, crucial for industries such as finance, legal, and advisory services. For example, Wardle Partners, an accounting firm, experienced a remarkable 5-10x ROI by integrating IdentityCheck, saving 30 minutes per client and reducing operational costs by 50%. Read more about their success in this case study.

Setting Up the Integration

1. Install Doc Variables from the Google Workspace Marketplace.
2. Sign up or log in to your IdentityCheck account.
3. Navigate to the integrations section in the IdentityCheck dashboard.
4. Select Doc Variables as your integration choice and authorize access.
5. Configure the necessary settings to map identity fields to document variables.
6. Test the integration to ensure smooth operation and accuracy.

How It Works in Doc Variables

Once integrated, using IdentityCheck in Doc Variables is straightforward. When drafting a document that requires ID verification, simply insert the designated variables. For instance, in a client onboarding form, include a variable for the client’s identity document number. IdentityCheck will automatically verify the identity and populate the necessary details, ensuring compliance and accuracy.

Frequently Asked Questions

How is my data stored? All identity data processed with IdentityCheck is stored securely with advanced encryption and compliance with global standards.

Can I customize the verification process? Yes, IdentityCheck offers configurable settings that allow you to tailor the ID verification process according to your business needs.

What if a verification check is incomplete? IdentityCheck provides troubleshooting guidelines and alerts to help you resolve incomplete checks promptly.

Final Thoughts

Integrating IdentityCheck with Doc Variables not only enhances document automation but also ensures a streamlined ID verification process. By combining the dynamic capabilities of Doc Variables with the robust verification protocol of IdentityCheck, organizations can achieve greater efficiency and compliance in their document workflows.