DocuSign Identify - ID Verification Q&AWhat is DocuSign Identify & ID Verification
Identify is an open platform to connect any identification method to agreements. ID Verification is a DocuSign offering on Identify that automates the verification of a signer’s government ID or European eID.
SenderWhen setting up your envelopes with ID Verification, you must:
- ensure the full name of the recipient in the envelope contains at least first name and last name. DocuSign matches the full name in the envelope with the name taken from the ID verification service
- avoid nicknames and preferred names. Use Robert Doe instead of Bob Doe
- avoid inserting a middle name like Robert F. Doe, unless it is strictly required. If required, the full name in the envelope must match letter for letter the name in the ID
When capturing or uploading your ID to verify your identity, you must ensure:
- there is no glare or blur in the captured images of your ID
- the ID takes a majority of the frame (rotation does not matter)
- the background has a uniform color
- the ID capture shows the entire ID document with all borders and corners
DocuSign also recommends that you:
- capture your ID in landscape format
- use your mobile phone instead of your webcam to take a photo of your ID. Laptop webcams are commonly low resolution compared to higher-quality phone camera
AdminFor more information on how to add ID Verification to your account, contact our sales team
What countries is this available in?
Passport / National ID
|Mexico||Yes (voting card only)|
|Australia||Yes (driver license only)|
|Europe Middle East & Africa|
|Finland||Yes (Finnish Trust)|
What is being verified on the ID itself?
When looking at the ID, we verify that:
- The ID is not expired
- The name matches the envelope as specified by the sender (see also senders best practices)
- The MRZs (machine readable zones), such as the barcode, decode to information that is consistent with the rest of the ID
- Visual features/holograms are consistent with what that ID type should look like
- There is no evidence of fonts tampering, letter spacing, holes or other defects in the ID
- No calls are made to government databases, as many require dedicated privileges
What happens if an ID is not automatically recognized?
If an ID is not automatically recognized, the signer will not be able to access the envelope. Senders with relevant permissions can manually review IDs as a fallback option. After the sender reviews and accepts the ID, the signer can access and complete the envelope. Otherwise, signers cannot access the envelope and senders must change the verification requirements for this recipient.
How does name-matching work?
The name of the recipient that the sender specifies in the envelope is the information we look in the ID. For that reason, we recommend you follow our best practices to improve name matching success.
By default, DocuSign enables transliteration, diacritics and case-insensitivity.
|Name in the envelope||Name in the ID||ID verification success?|
|ANDREA LOPEZ||Andrea Lopez||Yes|
|Francoise Benoit||Françoise Benoît||Yes|
|Anna Smith||Anna Lisa Smith||Yes|
|Daniel Enrique||Name: Daniel, Enrique|
|John Smith Jr.||John Smith Junior||No|
|John Smith Jr.||John Smith||No|
|Adam Harrison||Adam Harrison Jr.||Yes|
|Peter Stanley I||Peter Stanley||No|
|Kathleen O Hara||Kathleen O'Hara||Yes|
|Moira OConnor||Moira O'Connor||Yes|
|Joergen Klupp||Jörgen Klupp||Yes|
|Jorgen Klupp||Jörgen Klupp||Yes|
Important: If you’re using the iDIN provider to verify recipients’ identity, note that ID Verification does not match the exact full name in the envelope but only the first letter of the first name followed by the last name. For example, Jan Willem Jansen would result in JW Jansen. This method of matching is required when using the iDIN method.
Why do I get a "Pseudonym" error when using NemID to verify my identity?
In some cases, signers get a "Pseudonym" error when using NemID to verify their identity. This error occurs because the signer did not provide their name while creating their NemID certificate. To prevent it from happening, signers must set their names through the NemID portal or by contacting the NemID support team.
- Financial Services: Account onboarding, Lease and financing, Loans, Wire Transfers
- Insurance: Insurance subscriptions
- HR: Policy eDelivery, Onboarding documents
- Legal / Lawyers: Customer enrollment, NDA, Board meeting minutes
- Pharma: Patient forms, Clinical trial onboarding, GxP agreements
- Services: Statement of work, acceptance letters
Do you store the IDs?
No, we don't store IDs unless you explicitly ask ID Evidence for it. ID Evidence is a feature provided as part of DocuSign ID Verification to deliver evidence of the ID verification process. By default, it only stores information related to the status of the verification itself. Nevertheless, you can configure ID Evidence to store additional personally identifiable information, such as data extracted from the ID or even ID copies. From a GDPR (General Data Protection Regulation) perspective, you are the "data controller," and DocuSign operates as the "data processor" on your behalf.