Integrating IdentityCheck with PleaseSign for Seamless ID Verification

PleaseSign is a leading digital signing platform designed to make document workflows efficient, secure, and user-friendly. With its core features like multi-party signing, real-time tracking, and customizable workflows, PleaseSign stands by its mission to streamline your signing process. Integrating IdentityCheck enhances this platform by adding robust identity verification capabilities, ensuring that each document is signed by the right person.

Why Connect IdentityCheck to PleaseSign

Hooking IdentityCheck into PleaseSign not only leverages the power of a secure digital signing platform but also adds an extra layer of trust and security. Here’s why this integration is a game-changer:

• Enhanced Security: Through ID verification, IdentityCheck ensures that only authorized individuals can access and sign documents, reducing the risk of fraud.
• Streamlined Workflows: Keep the signing process smooth and efficient with integrated KYC checks that won’t slow down your operations.
• Improved Compliance: Particularly valuable in industries with stringent regulatory demands, ensuring documents are signed by verified identities.

Learn how Guardian Tax Solutions revolutionized their onboarding time with this integration — cutting it by 90% — in our detailed case study.

Setting Up the Integration

1. Log in to your PleaseSign account and navigate to the integrations section.
2. Select IdentityCheck from the available options.
3. Follow the on-screen prompts to authenticate and connect your IdentityCheck account.
4. Configure your settings to specify when identity verification should occur.
5. Test the integration with a sample document to ensure everything works smoothly.

How It Works in PleaseSign

After the integration is set up, sending a document for signing is seamless. For example, when you initiate a document signature, IdentityCheck will automatically carry out a KYC check, ensuring the signee’s identity is verified before the document is dispatched for signing. This process guarantees that you have authenticated signatories, enhancing overall trust.

Frequently Asked Questions

Where is the data stored?

All data collected during the identity verification process is securely stored and complies with data protection regulations.

Can I customize verification settings?

Yes, the settings can be tailored to your specific requirements, such as determining when a KYC check should trigger.

What happens if a check is incomplete?

In case of an incomplete identity check, notifications will alert you to take further action, ensuring no document is left unsigned without proper verification.

Final Thoughts

Integrating IdentityCheck with PleaseSign supercharges your document workflow with reliable ID verification. This not only provides a secure environment for managing sensitive documents but also keeps your processes compliant with industry standards. Seamlessly verifying identities ensures your business stays ahead, empowering you to work smarter and faster.