Seamless Integration: IdentityCheck and Docugami

Visit the official Docugami website at docugami.com to discover how this innovative tool brings document content into your business workflows. Docugami’s mission is to transform how businesses use documents by extracting structured data which is central to their operations. Pairing IdentityCheck with Docugami enhances this process by embedding robust ID verification capabilities directly into the workflow, ensuring seamless KYC checks at every stage of document handling.

Why Connect IdentityCheck to Docugami

Integrating IdentityCheck with Docugami brings several key advantages:

• Enhanced Efficiency: Automate document-linked identity checks, reducing manual verification efforts and accelerating processes.
• Improved Compliance: Securely verify identity while maintaining adherence to regulatory standards.
• Simplified Experiences: Enjoy a streamlined flow where client identities are verified in parallel with document workflows.

A compelling example is found in the Guardian Tax Solutions case study, where IdentityCheck’s integration led to a 90% reduction in onboarding time, illustrating how transformative this partnership can be.

Setting Up the Integration

1. Log into your Docugami account and navigate to the integrations section.
2. Locate IdentityCheck in the available integrations list.
3. Authorize the connection between IdentityCheck and Docugami using your credentials.
4. Configure the integration settings to determine the timing and conditions for identity verification.
5. Save your settings and test the integration on a sample document workflow.

How It Works in Docugami

Once connected, IdentityCheck becomes an integral part of your Docugami workflow. For instance, when onboarding a new client, Docugami’s data extraction process presents the relevant details which are simultaneously subjected to an ID verification check. This confirms the client’s identity without interrupting the flow, ensuring both efficiency and security.

Frequently Asked Questions

1. Where is data from identity checks stored?
Data is securely stored in compliance with industry standards, ensuring privacy and security at all times.

2. Can the identity verification process be customized?
Yes, you can configure the settings to meet your specific requirements and compliance needs.

3. What happens if an identity check is incomplete?
Incomplete checks will be flagged for manual review, allowing you to address any issues promptly.

Final Thoughts

By integrating IdentityCheck with Docugami, you’re ensuring a streamlined, efficient process that bolsters your business operations. Enhance your document workflows with reliable identity verification, letting your teams focus on what matters most: delivering value and building trust with your clients.