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
Enable the CLEAR verification method within your Docusign account's identity verification (IDV) settings for the relevant envelope workflow
Configure the signing recipient's authentication requirement to use CLEAR instead of (or alongside) other configured IDV methods such as SMS OTP
During signing, the recipient completes CLEAR's identity check (e.g., linking or verifying their CLEAR-verified identity) before gaining access to the envelope
After completion, retrieve the recipient's ID evidence/verification result from the completed envelope to confirm which method and outcome applied
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
CLEAR verification depends on the recipient already having (or being willing to enroll in) a CLEAR identity — it is not a universally available fallback-free method, so most production configurations pair it with a second IDV option
The evidence data format and fields returned differ by which IDV method was actually used for a given recipient, so downstream evidence-parsing logic needs to branch on method type rather than assuming a single schema
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