Introduction

Welcome to Paperless Forms, your go-to solution for crafting custom forms effortlessly on any device. Visit our homepage to explore how we bring simplicity to digital form creation with our intuitive platform. Committed to transforming digital documentation, Paperless Forms empowers users to streamline workflows and enhance productivity.

By integrating IdentityCheck, Paperless Forms elevates its capabilities, offering seamless ID verification integrated directly into your forms. This powerful synergy ensures secure, efficient identity checks, making workflows not only quicker but more trustworthy.

Why Connect IdentityCheck to Paperless Forms

Integrating IdentityCheck into Paperless Forms offers numerous advantages. First and foremost, it enhances security by embedding straightforward identity verification directly into your digital forms. This, in turn, simplifies the process of verifying identity, reducing the time and effort required from your team.

Additionally, with IdentityCheck’s precision, you can ensure compliance with industry regulations, maintaining the integrity and confidentiality of your clients’ data. This integration aids in creating a streamlined workflow, leading to reduced operational costs and greater accuracy. See how Guardian Tax Solutions cut onboarding time by 90% using IdentityCheck in their processes by visiting the detailed case study.

Setting Up the Integration

1. Log in to your Paperless Forms account and navigate to the integration settings.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen instructions to authenticate and link your IdentityCheck account.
4. Configure the ID verification settings according to your organizational needs.
5. Test the integration with a sample form to ensure it’s working correctly.
6. Deploy the integrated forms to your workflow.

How It Works in Paperless Forms

Once integrated, IdentityCheck activates an ID verification process whenever a form is submitted. For example, a tax form filled by a client via Paperless Forms will automatically trigger a KYC check. This ensures that the identity check in Paperless Forms is thorough and reliable, eliminating the need for manual identity proof verification at a later stage.

Frequently Asked Questions

How is data stored post-verification?

All data is securely encrypted and stored in compliance with data protection regulations, ensuring the privacy of client information.

Can we customize the verification process?

Yes, IdentityCheck allows extensive customization options to tailor the ID verification to fit diverse business requirements.

What happens if an ID verification check is incomplete?

If a check is incomplete, the respective form will remain pending, and you will be notified to take necessary actions.

In Summary

Integrating IdentityCheck with Paperless Forms is a strategic move towards enhancing security and efficiency in your digital documentation process. By automating ID verification, you can focus on what truly matters: delivering excellent service. Discover more ways to optimize your operations with Paperless Forms and IdentityCheck.