Introduction

Visit MyDocSafe to discover a secure eSign software designed to bolster businesses with end-to-end document security and compliance. MyDocSafe not only streamlines document handling but also ensures industry-grade encryption and user authentication for maximum protection. Integrating IdentityCheck enhances these capabilities by adding seamless and efficient ID verification for every document transaction.

Why Connect IdentityCheck to MyDocSafe

Integrating IdentityCheck with MyDocSafe offers a trifecta of benefits: enhanced security with reliable identity verification, accelerated processing times for client onboarding, and reduced operational costs. These improvements are particularly beneficial in sectors requiring rigorous KYC checks. For instance, Wardle Partners, a forward-thinking accounting firm, reportedly achieved a 5-10x ROI by saving significant time and costs through IdentityCheck integration.

Setting Up the Integration

1. Log into your MyDocSafe account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompts to authenticate your IdentityCheck account.
4. Configure the settings to customize how ID verification will be applied to your documents.
5. Test the configuration to ensure everything is functioning smoothly.
6. Deploy the integration across all necessary document templates or processes.

How It Works in MyDocSafe

Once integrated, initiating an identity check in MyDocSafe is straightforward. For example, when sending a document for client signature, you can append an ID verification step. The recipient receives an automated request to verify their identity using simple, secure methods before accessing the document. This layered approach ensures full compliance and security with minimal user intervention.

Frequently Asked Questions

• How is data stored after ID checks? All data remains encrypted within MyDocSafe, ensuring your clients’ sensitive information is secure.
• Can I customize the ID verification process? Yes, the integration allows for tailored identity check settings, adaptable to your business needs.
• What happens if a user’s identity check is incomplete? The system alerts you and can prompt the user to retry, ensuring every step is completed before document access is granted.

Final Thoughts

Integrating IdentityCheck with MyDocSafe significantly enhances document security and efficiency through robust identity verification processes. Whether you’re in accounting, legal, or any compliance-driven industry, this integration offers a seamless way to safeguard transactions while saving time and resources.