Document with Counterparty Verification

ℹ️ The new version of Signi Verification will go live in production during September 2026. Until then, the screens in the app may differ slightly from this description.

Most common use: the document's counterparty must pass identity verification, otherwise they won't be able to sign. You set up verification when creating a document for a specific counterparty.

How to do it

1. Create a document as usual and go to the Recipients step.
2. Next to the counterparty, click the gear icon (recipient settings). The Signi verification section will expand, showing a list of your verification groups.
3. Check the group the counterparty should pass. You can check up to two — the counterparty then chooses which path to verify through.
4. Continue to the document content and send.

When a group has Automatically add when creating a document enabled, it is pre-filled for counterparties.

What happens after sending

• The counterparty receives an email; instead of going straight to signing, Signi first guides them through verification.
• In the document detail you can see the counterparty's verification status (Waiting / Verification in progress / For review / Approved…) and you can Resend the invitation.
• Once the counterparty completes the checks, they can proceed directly to signing — they don't wait for your approval. In the meantime, you review and approve the verification.

When the counterparty is already verified

Signi recycles valid verifications: if a contact has an approved verification of the same group that is still valid, the counterparty doesn't go through the checks again — the document goes straight to signing. When verification is requested again is governed by the group's validity and the re-verification threshold in the workspace settings.

If a contact currently has a verification in progress, the app will notify you: "The contact already has a verification in progress. Starting another one will create a new run." Usually it's enough to wait for the existing one to complete.

Where to go next

• Reviewing and approving verifications
• Verification from a contact — verification without a document, "in advance"
• For integrators: Verification on a document via API