Identity Verification |
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If you require your signers to verify their identities before accessing and signing the documents you send them, they're required to answer a number of questions about their credit history before logging into their account. Here's the general process...
- Your clients receive a SecureReceipts notice with details about documents they must sign.
- They open the notice and click the link inside to begin the signing process.
- They're taken to a screen prompting them to accept the terms and conditions of the soft inquiry and they click I Agree to proceed with the identity verification process.
- They enter some basic information about themselves and click
Next.
- If their identity is acquired, they’re prompted with some questions from
Equifax that, when answered correctly, can virtually guarantee their identity
is correct and they can proceed with the signing process. If their identity is
not acquired, they’re prompted to print out a form, take it to a notary, and
fax it back notarized with a copy of their driver’s license. At that
point we authorize their identity and they can continue with the signing
process.
Note: Once they’ve been through this process the first time and have created an account for themselves, any subsequent messages sent to them will take them directly to a login screen.
From this point, your clients log into the document management section of SureDocs to view and sign their documents online.
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