With our identity validation feature, you can send out a request to ask your recipient for information and documents. Your recipient will receive the request via email and access a form to provide you with the information and upload the documents you requested.
Note: Identity validation is a paid feature requiring a separate subscription - please do not hesitate to contact us if you wish to learn more.
Below are instructions to create an identity verification request:
- When logged in to Penneo, click on Create New on the left side menu, and choose Identity validation.
- Start by entering a Title. Then, Select a folder where your Identity verification request and related documents will be stored.
- Choose the Language of your Identity verification request in the drop-down menu. The language you choose will be used for communications with your recipients.
- Select a reminder interval.
- Add a recipient. by clicking Add new recipient (you need to add at least one recipient).
- Enter their name and email address in the pop-up window.
- Click on Add Recipient in the pop-up window. To add more recipients, repeat steps 5 to 7.
- Select which information and documents you want your recipients to provide you with by check-marking the boxes next to the options. For each of the information and document listed, you can checkmark the enabled box (so that the recipient can provide that document or information if they want to) and the required box (so that the recipients must provide that document or information). We recommend clearly communicating (in the email message) to your recipients that they can upload either of the photo ID documents enabled for them. Note that Penneo Sign does not analyse or verify Photo IDs.
- Set up the content of the email your recipients will receive. The email field will already show a standard Penneo email (that will be sent by default if you don't make any changes in this step). If you want, you can edit the content of the email, use a template, or create a new template.
- You can now send out the identity validation request by clicking Send Identity validation.