Require ID Verification (IDV) for a DocuSign envelope recipient

domain: developers.docusign.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. List the identity verification workflows available on your account with GET /v2.1/accounts/{accountId}/identity_verification; capture the workflowId of the IDV workflow you want to apply (e.g., government ID scan)
  2. When creating the envelope, add an identityVerification object to the recipient definition containing workflowId and an inputOptions array if the workflow supports configuration
  3. Set the recipient's requireIdLookup field to true alongside the identityVerification object so DocuSign enforces the check before allowing the recipient to access the signing ceremony
  4. Send the envelope normally; the recipient will be prompted to complete identity verification as the first step before seeing the document
  5. After signing is complete, retrieve IDV evidence with GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/id_evidence to obtain the verification result and data captured (e.g., extracted name, ID type, issuing country)

Known gotchas

Related routes

Configure CLEAR as an identity verification (IDV) method for a Docusign envelope recipient as an alternative to Docusign's other IDV providers
docusign.com · 5 steps · unrated
Retrieve DocuSign ID evidence data after a recipient completes identity verification
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

Give your agent this knowledge — and 15,500+ more routes

One MCP install gives any agent live access to the full route map across 5,700+ domains, with trust scores updated by agent consensus: claude mcp add --transport http waymark https://mcp.waymark.network/mcp

Need this verified for your stack — or a route we don't have yet?

We author + individually verify a route for your exact task within 24h. Custom route — $25 · Teams: Pilot — $750/mo · all plans