Docusign works with ID.me to verify the identity of users who need to securely sign documents using Docusign. The role of ID.me is exclusively regarding identity verification.
This article explains the general process of verifying your identity before signing a document through Docusign.
Before you begin
- The specific steps to complete this process may vary, depending on the organization or agency you need to access.
- For some applications, you must use the ID.me Authenticator app to set up multi-factor authentication (MFA).
- The document you’re signing may need to be signed within a certain number of days before it expires. If the document expires, contact the organization you’re signing the document for.
Select the appropriate tab below for step-by-step instructions.
Do not create another account if you already have one. Instead, you’ll need to:
- Add the email you use for Docusign to your ID.me account.
- Sign in to the organization you need to sign for and consent to share your verified identity information
1. Add your Docusign email to your ID.me account
If the email address you use with Docusign is not connected to your ID.me account, you need to add it to your account before you sign your document. To add the email you use with Docusign to your ID.me account:
- Go to ID.me My Account and sign in.
- From My Account, select Profile, then in the Email section, select +Add an email.
- Enter your Docusign email address. If you want to label this email address as your “work” email, select, check the box next to "Work".
- Select Send confirmation. A confirmation message will be sent to the newly added email address.
Tip: If you don't receive the email, check your spam folder. You can select Resend confirmation to send a new confirmation email. - Select the link in the email to confirm this email address.
2. Sign in and share your information
To sign your document:
- Open the email you received from Docusign regarding the document you need to sign.
- Select Review Document.
- Select Sign In with ID.me, then sign in with your ID.me account and complete multi-factor authentication (MFA).
- If required, follow the prompts to provide any additional information
- From the Authorize screen, review the information that the organization will receive and then select Allow to consent to share that information with them
3. Sign your document
To sign the document after sharing your information:
- Go back to the document you were sent.
- Sign in to your ID.me account and complete multi-factor authentication (MFA), if required.
- Select Continue.
- Review the document, sign, then select Finish.
If you have never created an ID.me account, you need to:
- Create an ID.me account using your personal email address
- Add the email you use for Docusign to your ID.me account.
- Verify your identity
Create an ID.me account
To help ensure you always have access to your ID.me account, create your ID.me account using your personal email address, then add your Docusign email.
To create a new account:
- Go to ID.me My Account and select Create an ID.me account.
- Enter your personal email address and a strong password, then select Create account. Learn how to create a strong password.
- Follow the prompts to finish setting up your ID.me account and to confirm ownership of your email.
Add your Docusign email to your ID.me account
If the email address you use with Docusign is different from the email on your ID.me account, you must add that email to your ID.me account.
To add the email you use with Docusign to your ID.me account:
- From My Account, select Profile, then in the Email section, select +Add an email.
- Enter your Docusign email address. If you want to label this email address as your “work” email, check the box next to "Work".
- Select Send confirmation. A confirmation message will be sent to your newly added email address.
Tip: If you don’t receive the email, check your spam folder. You can select Resend confirmation to send a new confirmation email. - Select the link in the email to confirm this email address.
After you have confirmed the email, it displays in the “Profile” tab of your account.
Verify and sign the document
1. Verify your identity
To verify your identity:
- Open the email you received from Docusign regarding the document you need to sign.
- Select Review Document.
- Set-up your multi-factor authentication method. Follow the prompts to complete your MFA setup. For some integrations, you must use the ID.me Authenticator app for MFA.
- On the “Verify Your Identity” screen, choose which document you’d like to use to verify your identity, then follow the prompts to upload the document.
Tip: Follow our best practices to take photos of your documents. - Follow the prompts to submit your document photos, selfie, and other required information.
- After you have verified your identity, select Allow and continue to share your information with the organization you’re verifying for.
Note: If selfie verification doesn’t work, you may need to verify on a video call with a Video Chat Agent.
2. Sign the document
To sign the document after verifying your identity:
- Go back to the document you were sent.
- Sign in to your ID.me account and complete multi-factor authentication (MFA).
- Select Continue.
- Review the document, sign, then select Finish.
Video Chat Agent
If there is an issue verifying your identity using Self-Service, you may need to complete your verification by uploading additional documents and joining a video call. Wait times can vary, but you can schedule a video call appointment at a time that’s convenient for you.
You will need to have two primary documents or one primary document and one secondary document to complete the process.
You may need to provide additional documentation:
- To prove your Social Security number
- To prove your current address
- If your name has changed
You’ll need to present your physical documents on the video call
After you verify on a video call, you will need to take a few more steps to complete your verification. To complete the verification steps:
- Go back to the Docusign email you received.
- Select Review Document.
- Sign in your ID.me account and complete multi-factor authentication (MFA).
- Select Allow and continue.
- Sign the document.
Do you have multiple ID.me accounts?
If you already created a duplicate ID.me account using your work email address or another email address that you own, follow the steps in Removing your work email from a duplicate account to make your email address available to add to your original ID.me account.
Get help
ID.me can help if you have trouble with the identity verification process. Common issues include:
- Account sign-in issues
- Uploading identification documents or selfies
- Fixing documents that were rejected
Docusign can best help with questions and next steps after you complete the verification process. For example, you may have questions about your benefits or services. Before contacting them:
- Confirm your verification was successful
- Confirm you shared your information with the organization
- Review our best practices and sample messages of how to request help from the organization you need to access