Introduction

Workflowsoft is your go-to solution for automating, managing, and tracking business processes. With a mission to streamline workflows effortlessly, Workflowsoft offers robust features including task automation, process optimization, and comprehensive reporting. By integrating IdentityCheck, you can enhance Workflowsoft’s capabilities by ensuring seamless ID verification processes.

Why Connect IdentityCheck to Workflowsoft

When you integrate IdentityCheck with Workflowsoft, you unlock enhanced operational efficiencies. Benefit from rapid identity verification (ID verification), reduce errors in compliance processes, and optimize your onboarding workflows. In an example case, Wardle Partners achieved a 5-10x ROI, saving 30 minutes per client through streamlined identity checks.

Setting Up the Integration

1. Log in to your Workflowsoft account and navigate to the ‘Integrations’ tab.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the on-screen instructions to link your IdentityCheck account with Workflowsoft.
4. Configure your integration settings, choosing specific workflows for ID verification.
5. Run a test to ensure the ID verification process is working seamlessly within Workflowsoft.
6. Save your configurations, and you’re ready to start using the integration.

How It Works in Workflowsoft

Within Workflowsoft, once a task demands ID verification, IdentityCheck automatically initiates a KYC check. For instance, during client onboarding, Workflowsoft prompts IdentityCheck to verify identity documents, allowing smooth and secure process completion. Users receive notifications upon successful identification checks, ensuring compliance and security.

Frequently Asked Questions

• Where is the ID verification data stored? Identity verification data is securely stored within IdentityCheck’s encrypted systems and shared only with compliant parties.
• Can the ID verification process be customized? Yes, you can customize the ID verification criteria to align with your specific workflow requirements.
• What happens if an ID check is incomplete? Workflowsoft will notify you of any incomplete checks, enabling you to take timely corrective actions.

Final Thoughts

Integrating IdentityCheck with Workflowsoft propels your business processes forward by ensuring streamlined and secure identity verification. Enhance your operational efficiency and compliance with this powerful integration.