Recipient identity verification via Didit
Availability - All paid plans and data centers
Zoho Sign now supports recipient identity verification through Didit which uses a multi-step verification flow that includes government-issued ID document scanning, fraud prevention, and facial match to confirm the identity of the signer.
This method is offered alongside other recipient authentication methods in Zoho Sign, such as SMS, email, WhatsApp, and Stripe Identity.
Prerequistes
- A paid Zoho Sign subscription
- A Didit account (Users will use their own API key (BYOK) to integrate Zoho Sign with Didit)
How to enable Didit recipient authentication
This action can only be performed by administrators. If you're an administrator, follow these steps:
- From the left navigation pane, click Settings > Integration.
- Type 'Didit' in the search box, or you can find it listed under Identity providers.
- Click Configure.
- Click Enable. Select the checkbox and click Agree and Enable in the Terms of Service window to enable the authentication.
- Enter the Didit account's API key and Workflow ID, then click Save.
How to obtain API key and Workflow ID from your Didit account
To access your API key:
- From your Didit dashboard, click API & Webhooks in the left navigation pane.
- You will find the API key and the App ID.
To access your Workflow ID:
- From your Didit dashboard, click Workflows in the left navigation pane.
- You will find the Workflow ID under each Workflow name.
How to set recipient authentication via Didit
From your Zoho Sign dashboard, select Send for Signatures, upload the document and enter the recipient details, e-mail and name, in the fields under the Add recipients section.
To set authentication via Didit:
- Click Customize to the right of the recipient action menu.
- Select Recipient identity verification via Didit from the Authentication type drop-down box.
- Click Save. Once all other settings are done and document fields are added, send the document out for signature.
Recipient experience
- From the email inbox, your recipient needs to click the email that contains the document signing link. They will find the document details, including sender's email address, document expiration date, and a private note (if added by the sender).
- Click Start Signing > Proceed with Didit verification.
- Your recipient will be asked to do the following:
- Scan the QR code.
- Select the country and one of the supported document type.
- Upon successful verification, your recipient will be able to access the document.
Credit consumption - No additional credits will be deducted, as you will be using your own key for this integration.
Checking recipient authentication via Didit in signed documents
- From the navigation pane, click Documents > Completed and select the document.
- Download the completion certificate and you can find the signer's info - first name, last name, country and document type used for ID verification.
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