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)
When creating the envelope, add an identityVerification object to the recipient definition containing workflowId and an inputOptions array if the workflow supports configuration
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
Send the envelope normally; the recipient will be prompted to complete identity verification as the first step before seeing the document
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
Identity Verification requires the DocuSign Identify add-on; verify with your account manager that IDV is provisioned before integrating
Available workflowId values differ per account and region; always query the identity_verification endpoint dynamically rather than hardcoding a workflow ID
IDV evidence including captured ID images is accessible via the separate ID Evidence API and requires specific OAuth scopes beyond standard eSignature scopes
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claude mcp add --transport http waymark https://mcp.waymark.network/mcp