Introduction

Discover the seamless integration of IdentityCheck with Docspo, a platform designed to send beautiful documents for eSignature. Docspo’s mission is to simplify document management by offering features like customizable templates, real-time collaboration, and secure eSignatures. By integrating with IdentityCheck, these processes are further enhanced with efficient and reliable identity verification, ensuring that every signed document is compliant and secure.

Why Connect IdentityCheck to Docspo

Integrating IdentityCheck with Docspo amplifies the platform’s utility in several impactful ways:

• Enhanced Security: With robust ID verification, each eSignature transaction is safeguarded against fraudulent activity, giving you peace of mind.
• Streamlined KYC Compliance: Automate your compliance workflow with quick and accurate identity checks, saving time and reducing manual errors.
• Improved Client Experience: Your clients can easily verify their identity within Docspo, eliminating friction and enhancing trust.

An excellent example of this synergy is detailed in the Wardle Partners case study, where IdentityCheck saved 30 minutes per client, significantly boosting ROI and cutting costs by 50% in accounting and bookkeeping services.

Setting Up the Integration

1. Log in to your Docspo account and navigate to the integrations tab.
2. Find IdentityCheck in the list of available integrations and click “Connect.”
3. Authenticate the connection by entering your IdentityCheck API key.
4. Configure your ID verification settings to suit your business requirements.
5. Test the integration with a sample document to ensure seamless operation.

How It Works in Docspo

Once integrated, the ID verification process runs smoothly within Docspo. For instance, when sending a document for eSignature, users will receive a prompt to verify their identity. They can complete this KYC check swiftly with their chosen verification method, ensuring authenticity before finalizing the document with an eSignature.

Frequently Asked Questions

Where is the verification data stored?
All ID verification data is securely stored in compliance with GDPR and industry standards, ensuring user privacy and protection.

Can the identity check be customized?
Yes, you can customize the ID verification process to align with your company’s policies and regulatory requirements.

What happens if an identity check is incomplete?
An incomplete identity check will notify the user to resubmit, ensuring no document is finalized without verified identities.

Final Thoughts

The integration of IdentityCheck with Docspo fortifies the document signing process, making it more secure and compliant. This partnership not only enhances operational efficiency but also underpins client trust through reliable identity verification. Embrace this integration today to revolutionize your document management workflow.