How to add identity verification for a bulk link initiator?
Identity verification is an authentication feature in BoldSign that enhances security for bulk link workflows. When enabled, initiators must upload valid identification documents before accessing and signing a document.
If automatic verification fails, senders can manually review the submitted documents and approve or reject them.
Steps to create a bulk link with identity verification
To send a bulk link with identity verification, follow these step-by-step instructions:
- Create a new bulk link: Click
Create New Bulk Linkon your BoldSign dashboard to begin.
- Upload the document: You will be redirected to the
Prepare Bulk Link Documentpage:- Enter a title in the Title field.
- Add a welcome and acknowledgment message.
- Upload your document in the Add File(s) section.
- Enable authentication: Select
Identity Verificationas the authentication method.
- Configure fields and create the bulk link
- Click
Nextto open the field configuration page. - Add the required fields, then click
Create Bulk Link.
Identity verification for the initiator
While accessing the bulk link, the initiator is prompted to enter their name and email address. After submitting these details, the initiator is directed to complete identity verification before proceeding to the document.
BoldSign automatically compares the initiator’s name with the name on the uploaded identification document. If the names do not match, the initiator may not be able to access the document. Ensure the initiator’s name exactly matches the identification document and avoid using nicknames or abbreviations.
