This article will go over the steps a customer will take if they were to validate their identity with the ID & Selfie verification method.
About ID & Selfie
FAQ about ID & Selfie can be found here in this article: ID & Selfie Verification
This article will go over the step by step process from the customer's point of view with three potential workflows.
ID & Selfie Process from a Computer with Mobile Device Instructions
ID & Selfie Instructions
ID & Selfie Process from Mobile Device via Email Notification
ID & Selfie Process from Mobile Device via SMS (Text Message) Notification
ID & Selfie Process from a Computer with Mobile Device Instructions
If the customer clicks on "Access Documents" from their main device for eSigning (such as a laptop/computer) they will also need to open the same email notification on their mobile device and click on "Access Documents" to proceed with the ID & Selfie verification process.
1.) From a desktop computer or laptop, customer(s) will receive their email notification to access their documents. Once they click on "Access Documents," it will lead them to a page to begin the ID & Selfie verification process.
2.) From the same email notification they opened on their computer/laptop, they will locate that email notification from their mobile device's email app and click "Access Documents"
3.) Customers will then be prompted to follow instructions to complete the ID & Selfie verification process.
ID & Selfie Instructions
3.) Once both ID & Selfie pictures have been taken and customer submits "Verify Me" on the last instruction screen, the system will run the authentication and provide a confirmation and an authorization code.
- If the customer still has the Desktop View page open, they will enter the authorization code given from the redirected page on the mobile device & continue with the eSigning process.
- If the customer would like to continue on their mobile device they can choose to follow the prompt by touch-clicking on No thanks, I would like to continue on my mobile device.
- See ID & Selfie Process from Mobile Device via Email Notification section
ID & Selfie Process from Mobile Device via Email Notification
If a customer opens the email notification and clicks on "Access Documents" from their mobile device's email platform, they can proceed with the ID & Selfie verification and continue to eSign their documents from the next few prompts.
See Step 3 under ID & Selfie Instructions
ID & Selfie Process from Mobile Device via SMS (Text Message) Notification
If a customer receives an SMS notification and clicks on the provided hyperlink from their mobile device, they can proceed with the ID & Selfie verification and continue to eSign their documents from the next few prompts.
See Step 3 under ID & Selfie Instructions
