Introduction

Visit the official DocuSoft website to experience seamless document management, workflow processes, and document delivery solutions. DocuSoft’s mission is to streamline organizational efficiency by consolidating all client documents into one centralized cloud-based platform. By integrating IdentityCheck, businesses can enhance their document management efforts with unprecedented identity verification capabilities, significantly expanding their ability to protect and authenticate document access.

Why Connect IdentityCheck to DocuSoft

Integrating IdentityCheck with DocuSoft provides an advanced layer of security and operational efficiency. Clients can benefit from:

• Enhanced Security: Ensures that only verified users access documents, minimizing unauthorized entry.
• Efficient Workflows: Automate ID verification tasks within DocuSoft, significantly reducing manual checks.
• Cost Reduction: Streamline processes and save resources dedicated to identity management.

Case in point, this case study with Wardle Partners demonstrates how integrating IdentityCheck can save time and reduce costs, enhancing business operations.

Setting Up the Integration

1. Log in to your DocuSoft account and navigate to the settings page.
2. Select the “Integrations” tab and click on “IdentityCheck.”
3. Follow the prompts to authenticate your IdentityCheck account.
4. Customize the ID verification settings to match your business needs.
5. Enable the integration to activate IdentityCheck within DocuSoft.

How It Works in DocuSoft

Once integrated, initiating identity checks in DocuSoft becomes straightforward. For example, when a new client document is uploaded, IdentityCheck automatically prompts a KYC check to verify the client’s identity. The system flags any incomplete checks, ensuring every document access is secure and compliant.

Frequently Asked Questions

• Where is data stored? All identity verification data is securely stored within IdentityCheck’s robust cloud infrastructure.
• Can I customize ID checks? Yes, you can tailor the verification process to align with your specific requirements.
• What happens with incomplete checks? Incomplete checks trigger alerts, allowing you to decide the next steps before proceeding with document access.

In Summary

By integrating IdentityCheck with DocuSoft, you simplify and enhance your document management system. The union of these tools ensures that your business maintains high security, efficiency, and compliance standards. Explore this integration to transform your document workflows today.