Streamline Your Document Collection with IdentityCheck and Documently Integration

Visit Documently at documently.io to learn more about its seamless platform designed to simplify document collection using industry-specific templates. Documently captures the entire document collection lifecycle efficiently in one place. By integrating IdentityCheck, you can further enhance Documently’s capacity by adding robust ID verification capabilities.

Why Connect IdentityCheck to Documently

By linking IdentityCheck with Documently, users can significantly boost their workflow efficiency. Documently’s core feature—facilitating seamless document collection with templates—becomes even more powerful with the secure identity verification process of IdentityCheck. This integration not only speeds up onboarding but also introduces a reliable KYC check, ensuring compliance and security. Explore how Guardian Tax Solutions reduced onboarding time by 90% using IdentityCheck and significantly streamlined their operations.

Setting Up the Integration

1. Log into your Documently account.
2. Navigate to the Integrations section in your account settings.
3. Search for “IdentityCheck” in the integration options.
4. Click “Connect” and authorize the integration by following the prompts.
5. Configure your settings to ensure seamless ID verification as per your needs.
6. Test the integration to ensure everything functions as expected.

How It Works in Documently

Once integrated, IdentityCheck enhances Documently’s document collection process by adding a layer of ID verification. Imagine onboarding a new client in the accounting sector—you can send a document request, and once uploaded, IdentityCheck automatically verifies the client’s identity in real-time. This streamlined process not only confirms the authenticity of the documents but also minimizes manual interventions.

Frequently Asked Questions

How does IdentityCheck store user data?

IdentityCheck ensures all data is encrypted and stored securely, following industry standards for data protection and privacy.

Can I customize the verification process?

Yes, IdentityCheck offers customization options to tailor the ID verification process according to specific business needs.

What happens if the identity check is incomplete?

In case a check is incomplete, Documently will alert you, allowing you to initiate follow-ups or request additional documentation as needed.

Final Thoughts

Integrating IdentityCheck with Documently combines powerful document collection features with dependable identity verification. This integration is designed to streamline your operations, ensuring compliance and boosting efficiency. Unlock the full potential of your document handling with this powerful synergy.