Introduction

Legalesign, renowned for its robust electronic signature capabilities, offers businesses a streamlined way to automate document handling with secure sign-offs and seamless CRM updates. With features like real-time contract event notifications and flexible document management, Legalesign commits to transforming your paperwork processes into efficient, orderly operations. When integrated with IdentityCheck, this potent combination bolsters your business’s security with a seamless and automated ID verification process, ensuring compliance and safeguarding your operations.

Why Connect IdentityCheck to Legalesign

Connecting IdentityCheck to Legalesign amplifies the security and efficiency of your contract management. Here are three compelling benefits:

• Enhanced Security: Instantly verify identity with an integrated KYC check, boosting your assurance with each contract signed.
• Streamlined Workflows: Automatically layer identity checks on document signing, reducing administrative overhead as data seamlessly updates in your CRM.
• Cost and Time Savings: Learn how Wardle Partners significantly cut client onboarding time and reduced costs by 50% with IdentityCheck in our detailed case study.

Setting Up the Integration

1. Log into your Legalesign account and navigate to the Integrations section.
2. Select “Add New Integration” and choose IdentityCheck from the list.
3. Authorize the connection with your IdentityCheck credentials.
4. Configure your ID verification settings to tailor them to your workflow needs.
5. Test the integration with a sample document to confirm successful setup.
6. Enable the integration and begin using it with live documents.

How It Works in Legalesign

Once integrated, when a document requires a signature, the system will automatically initiate an ID verification check with IdentityCheck. For instance, when sending a contract for e-signature, your client will be prompted to verify their identity through a simple process before proceeding. This ensures every signature is authentic and compliant.

Frequently Asked Questions

Where is my clients’ data stored? All verification data is securely stored within IdentityCheck’s encrypted servers, ensuring privacy and compliance.

Can I customize the identity verification steps? Yes, IdentityCheck allows you to tailor the verification process to meet your specific needs.

What happens if a verification is incomplete? Incomplete verifications will trigger an alert, enabling you to follow up with your clients for necessary actions.

Final Thoughts

Integrating IdentityCheck with Legalesign not only streamlines workflows but also fortifies your document transactions with robust ID verification processes. Elevated security, efficiency, and cost savings await. Implement this integration today to transform your operations.