01
Define the process
Identify the check your agreement needs and when it should happen.
Identity verification
The right check for each process.
Configure recipient access and the checks your agreement needs. Understand the journey before asking someone to sign.
Let’s explore your use case.
Interactive exampleBefore the signature
Compare the journey for each method.
RECIPIENT VERIFICATION
Open your invitation.
The personal link connects the recipient to the document they need to sign.
marta@example.com
Access through the invitationRECIPIENT VERIFICATION
Confirm your phone.
The recipient enters the code received on the configured phone.
284169
Checks access to the phoneRECIPIENT VERIFICATION
Verify your identity.
The workflow directs the recipient to the configured identity provider and records the result.
Identity provider
Subject to provider and configurationDemonstration with fictional data1 / 3
01Checks suited to the process
02A recipient experience
03Events linked to the document
WHAT EACH METHOD CHECKS
Link
Access to the invitation
SMS
Access to the phone
KYC
Availability depends on configuration and service.Identity through a provider
METHOD AND EVIDENCE
Define what you need to check.
Opening an invitation, verifying a phone and checking someone’s identity are different actions. Choose a method for your process and review the evidence it provides.
KYC requires a provider and configuration. Contact us to confirm availability.
FROM START TO FINISH
Prepare verification before sending.
Match the method to the document and the signer’s experience.
02
Configure the method
Review SMS or identity verification availability in your account.
03
Review activity
Consult the verification events recorded in the document journey.
IN YOUR EVERYDAY WORK
Different checks for different needs.
Different situations. A process you can recognise.
Invitation access
The recipient opens their signing link.
SMS verification
A code is requested from the configured phone.
Identity check
A KYC provider takes part when the workflow requires it.
BEFORE YOU START
The questions that matter.
If your process needs something more, we’ll explore it with you.
Talk to the teamIs verifying a phone the same as verifying identity?
No. An SMS code checks access to the phone used. Identity verification is a separate process that may require a KYC provider.
Is KYC available in every account?
It depends on configuration, the provider and service conditions. Contact the team to confirm the journey available for your use case.
Does this make the signature qualified?
An identity check alone does not make a signature qualified. See our legal validity page for signature levels and requirements.
Explore legal validitySIGNATUZ
Tell us what you need to verify.
Check feature availability and limits in your plan.