What is Xodo Sign?

Xodo Sign is a powerful digital signature solution that allows users to sign, send, and manage electronic documents securely and efficiently. It supports advanced features like multi-party signing, automatic reminders, and robust security protocols, making it an ideal choice for businesses of all sizes.

Why Use ID Verification with Xodo Sign?

Integrating ID verification in your Xodo Sign workflows ensures that you know exactly who is signing your documents. Verifying identities enhances security, reduces the risk of fraud, and complies with regulatory requirements. It is especially useful in industries like financial services, legal, and healthcare, where verifying the signer’s identity is crucial.

Possible Uses for ID Verification with Xodo Sign

• Legal Agreements: Confirm the identity of parties involved in legal contracts to ensure legitimacy.
• Financial Transactions: Secure high-value transactions by verifying the identity of all signers.
• HR and Onboarding: Validate the identity of new employees during the hiring process.
• Healthcare Forms: Authenticate patient consent forms and other critical healthcare documents.

How to Set Up IdentityCheck with Xodo Sign via Zapier

1. Create Accounts: Make sure you have active accounts on IdentityCheck, Xodo Sign, and Zapier.
2. Login to Zapier: Navigate to the Zapier website and log in to your account.
3. Start a New Zap: Click on “Make a Zap” to create a new Zap-worthy integration.
4. Select Xodo Sign as the Trigger App: Choose Xodo Sign from the list of apps and set your specific trigger event, such as “New Document Signed”.
5. Add IdentityCheck as an Action App: Choose IdentityCheck as the next app and set the action you want to perform, like “Verify ID”.
6. Connect Accounts: Follow the prompts to connect your Xodo Sign and IdentityCheck accounts to Zapier.
7. Configure Settings: Configure any additional settings, such as mapping fields between the two apps.
8. Test the Zap: Test the integration to make sure everything works correctly.
9. Activate the Zap: Turn on the Zap to activate the integration.

How to Use ID Verification with Xodo Sign

Once the integration is set up via Zapier, using ID verification in your workflows becomes seamless. Here’s a step-by-step guide:

1. Prepare the Document: Open Xodo Sign and prepare your document as usual.
2. Initiate Signing: Send the document to the relevant parties for signing.
3. Trigger ID Verification: When the document is signed, IdentityCheck is triggered to verify the IDs of the signees automatically.
4. Verification Process: The signees will receive a prompt to complete the ID verification through IdentityCheck, which may include uploading a photo ID and completing a biometric check.
5. Receive Status: Upon completion, you will receive a status update on the ID verification, ensuring everything is in order.

Using ID verification with Xodo Sign through IdentityCheck ensures a secure and streamlined process for all your document signing needs.