Zoho Sign is a comprehensive digital signature solution designed to facilitate the process of obtaining legally-binding signatures on documents. It is widely used for its seamless integration with numerous third-party applications and its ability to automate workflows, enhancing efficiency and compliance. By integrating IdentityCheck with Zoho Sign, businesses can ensure robust ID verification during the signing process, providing an extra layer of security and trust.

How Zoho Sign Users Can Benefit from ID Verification

Integrating IdentityCheck with Zoho Sign can significantly enhance the document signing process, especially for businesses that need to verify the identity of signatories. Here are some possible uses:

• Financial Services: Ensure the identity of clients signing loan agreements or financial documents.
• Human Resources: Verify the identity of new hires during the onboarding process.
• Healthcare: Confirm the identity of patients when signing medical consent forms.
• Legal Services: Authenticate the identity of clients signing contracts or legal documents.

Setting Up ID Verification With Zoho Sign and IdentityCheck

Follow these steps to set up the integration:

1. Create Accounts: Ensure you have active accounts on both IdentityCheck and Zoho Sign.
2. Log in to Zapier: Access your Zapier account.
3. Connect Apps: Use Zapier to connect IdentityCheck with Zoho Sign by creating a new Zap. Select Zoho Sign as your trigger app and IdentityCheck as the action app.
4. Configure Triggers and Actions: Customize the trigger event in Zoho Sign (e.g., document sent for signature) and set the corresponding action in IdentityCheck (e.g., initiate ID verification request).
5. Test the Integration: After configuration, test the Zap to ensure it works as expected. Adjust settings if necessary.

Using ID Verification During the Document Signing Process

Once the integration is set up, here’s how to use it:

1. Send Document for Signature: In Zoho Sign, prepare your document and send it to the recipient for a signature.
2. ID Verification Request: Triggered by the event you configured, a verification request is sent to the recipient via IdentityCheck.
3. Complete ID Verification: The recipient completes the ID verification process with IdentityCheck, submitting necessary identification documents as required.
4. Sign Document: Once the recipient’s identity is verified, they proceed to sign the document in Zoho Sign.
5. Confirmation and Record Keeping: Both parties receive confirmation, and the verification details are securely stored for future reference.

By integrating IdentityCheck with Zoho Sign, organizations can automate and secure their document signing workflows, ensuring only verified individuals can complete critical transactions. This combination enhances trust and compliance, making it an invaluable asset in today’s digital-centric world. Optimize your operations by leveraging the power of ID verification with Zoho Sign today.