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Webinar Show Notes – Protect Agreements with ID Verification


 

In this webinar, Syncfusion® Software Developer Harini Chellappa explored the identity verification feature built into BoldSign. It’s a powerful tool designed to stop fraud, protect sensitive documents, and ensure only verified individuals sign your agreements.

With digital-first business environments becoming the norm, verifying who is signing your document is as critical as the signature itself. This session walked attendees through enabling ID verification in BoldSign, customizing its settings, and managing verification attempts, automatically or manually.

If you missed the webinar or would like to watch it again, the recording is on our YouTube channel and embedded below.

What you'll learn

  • Why identity verification is crucial for document security.
  • How to enable and configure BoldSign ID verification.
  • The signer-side experience for verification.
  • Customization options: selfie checks, name match tolerances, and frequency settings.
  • Manual verification steps and record download options.

Key statistics

  • 70% of enterprises face fraud-related issues.
  • Identity fraud is estimated to cost $50 billion globally in 2025.
  • Businesses collectively spend up to $23 billion annually on compliance.

Time stamps

[00:00] Introduction

[00:19] What is BoldSign?

[00:47] Why Identity Verification Matters

[01:33] Agenda Overview

[02:15] Industry Statistics on Fraud and Compliance

[03:10] How BoldSign ID Verification Works

[03:31] Demo: Enabling ID Verification

[04:52] Signer Identity Verification Process

[06:25] Customizing Verification Settings

[06:54] ID Verification Frequency Options

[07:58] Name Match Tolerance Settings

[10:29] Selfie Check and Live Document Capture

[10:50] Tracking ID Verification Documents

[11:39] Manual Verification and Downloading Images

[12:42] Closing Remarks and Social Media Follow

[13:16] Try BoldSign and Contact Support

Q&A

1. Is it available in other languages?
Yes, BoldSign supports multiple languages for signers. You can set the preferred language for each signer, and all related emails and signing page content will be localized accordingly. How can I change the language for my signers?

2. Is there an API available to automate integration easily?
Yes, BoldSign offers a RESTful API that supports automation and integration with your applications. Getting started – API Documentation – BoldSign

3. How do I integrate BoldSign into a workflow inside a React app using the Syncfusion PDF generator? Do you have a demo about it?
We will look into creating a sample to integrate BoldSign inside a React app using the Syncfusion® PDF generator.

4. Do you have a free developer subscription?
Yes, BoldSign offers a free developer sandbox account that allows you to test and integrate its API without incurring charges. This is ideal for development and testing purposes. 

5. Does BoldSign meet UK document storage and data protection compliance requirements, specifically UK GDPR and DPA 2018? Can you confirm where documents are stored, whether data remains within the UK or EEA, and what security certifications (such as ISO 27001) you hold?
Yes, BoldSign complies with UK GDPR. Documents are securely stored within the EEA (The Netherlands), which the UK recognizes as adequate. We are SOC 2® Type II compliant.

Explore BoldSign ID verification: https://boldsign.com/features/id-verification

Try BoldSign for free: https://boldsign.com/

Contact support: https://boldsign.com/support

Documentation on identity verification: https://help.boldsign.com/identity-verification Live chat with BoldSign support: https://boldsign.com/

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