About SignWell

SignWell is a powerful electronic signature platform that helps businesses streamline document signing processes. Ideal for contracts, agreements, and other legally significant documents, SignWell makes it easy to collect eSignatures from clients, partners, and employees in a secure and efficient manner.

Uses for SignWell with ID Verification

Integrating IdentityCheck with SignWell significantly boosts the platform’s functionality. IdentityCheck enables robust ID verification, ensuring that the individuals signing your documents are who they claim to be. This integration is particularly useful for:

• Legal firms validating the identity of clients before signing legal documents.
• Real estate agencies verifying potential tenants or buyers.
• Financial institutions confirming customer identities for compliance purposes.
• HR departments verifying candidate information before onboarding.

How to Set Up IdentityCheck with SignWell

1. Create Accounts: Ensure you have active accounts with both IdentityCheck and SignWell.
2. Access Zapier: Log in to your Zapier account or create one if you don’t have it yet.
3. Start a New Zap: Once logged in, click on “Make a Zap”. This will guide you to set up a connection between IdentityCheck and SignWell.
4. Select Apps: Choose IdentityCheck as the trigger app and SignWell as the action app.
5. Configure Triggers: Set up the trigger event in IdentityCheck (e.g., successful ID verification) that will prompt an action in SignWell.
6. Map Fields: Make sure to correctly map the data fields between IdentityCheck and SignWell, ensuring that verified identities trigger the appropriate document processes in SignWell.
7. Test the Integration: Before finalizing, test your Zap to confirm that ID verification triggers the desired action in SignWell.
8. Activate: Once testing is complete, activate your Zap.

How to Use ID Verification in SignWell

1. Initiate ID Verification: When preparing a document for signature in SignWell, ensure that the IdentityCheck process is initiated as part of your workflow.
2. Notification: The signer will receive a notification prompting them to complete the ID verification through IdentityCheck.
3. Complete Verification: The signer follows the instructions provided by IdentityCheck to verify their identity. This typically involves uploading identification documents and completing any necessary checks.
4. Proceed to Sign: Once the ID verification is successful, SignWell automatically notifies the signer to proceed with eSigning the document.
5. Track Status: Both the ID verification and eSignature statuses can be tracked within the SignWell dashboard, providing a seamless user experience.

Conclusion

Integrating IdentityCheck with SignWell enhances the security and reliability of your document signing processes by adding a critical layer of ID verification. Follow the simple setup steps via Zapier and start leveraging these powerful tools for your business needs today.