DocuSign eSignature: Managing Identity Verification Configurations
This video tutorial explains how to set up and manage identity verification configurations within DocuSign eSignature. This process is designed to enhance document security, streamline workflows, and ensure compliance with identity verification standards.
Key Steps for Configuration:
- Access DocuSign: Navigate to the DocuSign website and log in using your credentials.
- Navigate to Admin Dashboard: Once logged in, locate and click on the "Admin" button to access your account's administrative settings.
- Go to Connect Tab: Within the admin section, find and click on the "Connect" tab. This area manages integrations with other applications and services.
- Add a New Configuration: Click on "Add configuration" to start creating a new identity verification setup.
- Select "Custom" Configuration: Choose the "Custom" option for tailored control over your verification process.
- Configure Identity Verification: Within the custom settings, locate and select the "Identity verification" option. Here, you can adjust parameters to authenticate identities according to your organization's policies and industry standards.
Benefits and Takeaways:
- Enhanced Security: Properly configured identity verification ensures that only legitimate users are authorized, securing your documents.
- Improved Workflow Efficiency: Streamlines the process of identity checks within your signature workflow.
- Compliance: Helps maintain compliance with relevant identity verification standards.
- Ongoing Maintenance: Regular checks and updates to these configurations are crucial for maintaining system integrity and security.
By following these steps, users can efficiently manage identity verification configurations in DocuSign eSignature, leading to more secure and compliant document signing processes.