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The following video can be shared with installers/reps/homeowners who need assistance and understanding the DocuSign ID Authentication process . |
Background: Starting November 1, 2024, the process for homeowner identification verification during contract signing will change to require ID verification via DocuSign instead of using LexisNexis knowledgebase questions. This guide provides the steps to ensure a smooth transition and proper completion of the new ID verification process.
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The email will include a button or link that says "Review Documents". |
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The homeowner clicks "Review Documents" in the email.
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However; before accessing the contract, the homeowner will need to verify their identity with a government-issued ID. |
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They can also scan a QR code displayed on the screen, which will direct them to the ID submission page. |
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After scanning both sides of the ID, the homeowner clicks Submit.
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DocuSign will then verify the ID. This may take a couple of minutes.
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Important Notes:
Change Orders:
For any change orders after the initial contract signing, the homeowner will need to answer personal history questions (LexisNexis knowledgebase questions) to re-verify their identity
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ID verification will not be required for change orders.
Homeowners will no longer have the option to upload a photo ID for change orders.
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Related pages:
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