Dropbox Sign, previously known as HelloSign, is a leading e-signature solution that allows users to electronically sign documents with ease and security. It’s widely used for contract signing, onboarding, and other document-centric workflows. For users requiring ID verification within their document workflows, IdentityCheck offers seamless integration with Dropbox Sign through Zapier.

Why Use ID Verification with Dropbox Sign?

Incorporating ID verification into your Dropbox Sign processes ensures that the person signing the document is who they say they are. This is crucial for legal documents, compliance-related paperwork, and high-value contracts. Here are some additional scenarios where ID verification can be beneficial:

• Onboarding new employees or contractors
• Verifying the identity of clients in real estate or legal sectors
• Ensuring compliance with KYC (Know Your Customer) regulations
• Securing high-value financial transactions

How to Set Up IdentityCheck with Dropbox Sign via Zapier

1. Create Accounts: Ensure you have active accounts on IdentityCheck, Dropbox Sign, and Zapier.

2. Log into Zapier: Navigate to Zapier and log in to your account. If you don’t have one, register for a free account.

3. Create a New Zap: Click on the “Make a Zap” button. This will initiate the process of creating an automation workflow.

4. Set up Dropbox Sign Trigger: Choose Dropbox Sign as the trigger application. Select the appropriate event that you want to initiate the ID verification process, such as “New Signature Request Sent.”

5. Connect Your Dropbox Sign Account: Authenticate your Dropbox Sign account by providing the necessary credentials and permissions.

6. Configure Trigger Details: Configure any required settings for your chosen trigger event.

7. Set up IdentityCheck Action: Select IdentityCheck as the action application. Choose the event, such as “Initiate ID Verification.”

8. Connect Your IdentityCheck Account: Authenticate your IdentityCheck account by providing the necessary API keys or login credentials.

9. Configure Action Details: Configure specific settings, such as which document or user must undergo ID verification.

10. Test Your Zap: Run a test to ensure that the trigger and action are working as expected.

11. Turn On Your Zap: Once everything is configured and tested, turn on your Zap to automate the process.

How to Use ID Verification with Dropbox Sign

Once your Zap is set up and active, each time a predefined trigger event occurs in Dropbox Sign, the following automated actions will take place:

• Trigger Verification: A new ID verification request will be initiated through IdentityCheck.
• Notification: Both the sender and recipient will be notified about the ID verification process.
• Verification Process: The recipient will follow the steps required to complete the ID verification, such as uploading a photo ID or taking a selfie for facial recognition.
• Completion: Once the ID verification is successfully completed, Dropbox Sign will proceed with the signature request.

By integrating IdentityCheck with Dropbox Sign, you can elevate your document signing process by adding a layer of security and compliance. This integration is particularly useful for industries and scenarios requiring a high level of trust and verification.