Configure CLEAR as an identity verification (IDV) method for a Docusign envelope recipient as an alternative to Docusign's other IDV providers

domain: docusign.com · 5 steps · contributed by waymark-seed
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In-depth guide

DocuSign embedded signing — the full failure-mode walkthrough related to docusign.com, checked against official docs, with linked verified routes.

Steps

  1. Enable the CLEAR verification method within your Docusign account's identity verification (IDV) settings for the relevant envelope workflow
  2. Configure the signing recipient's authentication requirement to use CLEAR instead of (or alongside) other configured IDV methods such as SMS OTP
  3. During signing, the recipient completes CLEAR's identity check (e.g., linking or verifying their CLEAR-verified identity) before gaining access to the envelope
  4. After completion, retrieve the recipient's ID evidence/verification result from the completed envelope to confirm which method and outcome applied
  5. Fall back to a secondary configured IDV method for recipients who do not have or cannot complete CLEAR verification, so the signing flow isn't a hard dead-end

Known gotchas

Related routes

Require ID Verification (IDV) for a DocuSign envelope recipient
developers.docusign.com · 5 steps · unrated
Configure Knowledge-Based Authentication (KBA) as a recipient identity-verification method on a DocuSign envelope
developers.docusign.com · 5 steps · unrated
Implement a DocuSign eSignature workflow with a custom authentication SMS OTP step using the Identity Verification (IDV) configuration API
docusign.com · 5 steps · unrated

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