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Docsify
Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them
How IdentityCheck works with Docsify
Introduction
Docsify (docsify.net) is a powerful tool designed to boost your email productivity by providing insightful analytics on email opens, link clicks, and more. With its core mission to enhance sales efficiency through automated workflows, Docsify transforms the way you engage with recipients by allowing you to tailor interactions based on their activity.
Now, imagine enhancing your document workflows with the added security of IdentityCheck. By integrating IdentityCheck with Docsify, you gain a robust ID verification solution that seamlessly fits into your existing processes, ensuring that every document interaction is both secure and efficient.
Why Connect IdentityCheck to Docsify
Integrating IdentityCheck with Docsify offers a unique advantage to businesses that rely on digital communications and document tracking to maintain security and trust. Here are several compelling reasons to explore this integration:
- Robust ID Verification: Enhance your email tracking process by ensuring that each recipient’s identity is verified, adding a layer of trust and security that your clients will appreciate.
- Streamlined Workflows: With Docsify’s capability to automate sales workflows based on recipient engagement, pairing it with IdentityCheck ensures that every client interaction is both strategic and secure.
- Data-Driven Decisions: Utilize comprehensive insights from Docsify in combination with IdentityCheck’s compliance-ready verification processes to make well-informed decisions and enhance your business operations.
Explore how Wardle Partners was able to significantly boost ROI and reduce client onboarding time by integrating IdentityCheck with their accounting workflows.
Setting Up the Integration
- Log into your Docsify account and navigate to the Integrations section.
- Search for IdentityCheck in the available integrations list.
- Click “Connect” and authorize access using your IdentityCheck credentials.
- Configure your integration settings to match your specific needs.
- Perform a test ID verification to ensure everything is set up correctly.
- Start utilizing the integration to enhance security and efficiency.
How It Works in Docsify
Once integrated, you can initiate an ID verification directly from a tracked email in Docsify. For example, when you send a contract to a potential client, Docsify tracks their engagement with the document, while IdentityCheck verifies their identity in real time. This ensures that business transactions are secure and authenticated, reducing the risks of fraud.
Frequently Asked Questions
Where is ID verification data stored?
All verification data is securely stored and protected according to industry standards to ensure client privacy and compliance.
Is the integration customizable to fit my business needs?
Yes, both Docsify and IdentityCheck offer flexible integration settings that allow you to tailor the functionality to suit your business requirements.
What happens if an identity check is incomplete?
If an identity check is incomplete, you will be notified via Docsify, allowing you to follow up with the recipient for necessary action.
In Summary
Integrating IdentityCheck with Docsify empowers businesses by combining efficient email engagement tracking with secure identity verification. Whether you’re aiming to increase productivity or safeguard your communications, this integration provides a comprehensive solution for modern digital workflows.