ID verification (IDV) is a process requesting signers to verify their identity with government-issued identification before accessing the form to sign. This is typically required when agreements require a high level of trust and therefore the senders of the Sign forms add a level of authentication to the form when assigning it.
When assigning a form to a patient, the authentication can be set to “IDV” (ID Verification) within “Assignment Settings”. To set the ID verification, follow the steps below:
Steps:
- Select “IDV” under the “Authentication type” drop down. The authentication must be set prior to clicking “Assign”.
- Click Assign. The signer(s) will be prompted to authenticate with IDV before signing the form. Link to patient article.
Note: IDV can also be set on form assignments that are part of bundles. If the IDV is on one form within the bundle, it will apply to the combined envelope.
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