Introduction

Welcome to the seamless world of contract management and ID verification with IdentityCheck Precisely. Precisely is dedicated to empowering businesses by streamlining their contract processes through contract automation, e-signatures, digital archiving, smart reminders, and more, all available in the cloud. IdentityCheck adds an extra layer of value by integrating robust identity verification features directly within Precisely’s platform, ensuring every transaction meets compliance and security standards.

Why Connect IdentityCheck to Precisely

Integrating IdentityCheck with Precisely offers a myriad of benefits:

• Streamlined Operations: Easily perform KYC checks as part of your contract workflow, improving efficiency and reducing manual workload.
• Enhanced Security: By incorporating advanced ID verification capabilities, safeguard your contracts and ensure all parties are verified before proceeding.
• Compliance and Assurance: Meet regulatory requirements with precise identity checks, supporting your business’s adherence to global compliance standards.

For instance, look at how Guardian Tax Solutions revolutionized their onboarding process, cutting time by 90% with IdentityCheck.

Setting Up the Integration

1. Log in to your Precisely account and navigate to the integrations section.
2. Search for IdentityCheck and click ‘Connect’.
3. Enter your IdentityCheck API credentials to authenticate.
4. Configure your ID verification preferences and set up automated workflows.
5. Test the integration with a sample contract to ensure seamless operation.
6. Start verifying identities with every new contract workflow in Precisely.

How It Works in Precisely

When generating a new contract in Precisely, you can now initiate an identity check with a single click. For example, during the contract approval stage, identify all involved parties and trigger the KYC check. Precise digital archiving will store completed checks alongside contracts, ensuring that all identity verification data is securely maintained for future reference.

Frequently Asked Questions

How is my data stored?
Your data is secured with end-to-end encryption and only accessed for verification purposes.

Can I customize the ID verification process?
Yes, you can tailor the verification process to meet your specific compliance needs by setting different verification levels and criteria.

What happens if an identity check is incomplete?
In such cases, you will be alerted immediately to take corrective actions, including resubmission of documents or manual verification.

Final Thoughts

Integrating IdentityCheck with Precisely transforms how you handle contracts, adding an essential layer of security through streamlined identity verification processes. This powerful combination ensures that your business operations do not only become more efficient but also compliant and secure.