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E-Signature

Allow users to authenticate and sign documents digitally

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Overview

MetaMap's E-signature allows you to sign legal documents digitally. You can verify your user's identity using their ID documents and biometrics along with getting their digital signature. With MetaMap, you can build a robust E-signature flow that will ensure that the person who signs your legal document is the person who should be signing it.

🌎 Available globally

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Features

View and sign legal document

If you use our SDK or direct link, users will be shown a screen where they can view up to 2 legal documents before typing their name to sign.

Check full name against ID document

If enabled, MetaMap will check that your user's typed name matches their full name in their ID document.

Check selfie against ID document

If enabled, MetaMap will check that your user's selfie photo or video match the user's photo in their ID document.

Enhanced authenticity checks

MetaMap's E-signature product can be enhanced by combining it with authenticity checks like geolocation, e-mail ownership, phone number ownership, and biometric liveness.

Download signed document

MetaMap will provide a PDF of the signed document in the dashboard which will include (* if enabled):

  • Read timestamp
  • Sign timestamp
  • Biometric data *
  • ID document scan values *
  • Telephone number ownership check *
  • E-mail ownership check *
  • IP and geolocation check *

User flow

In order to pass the E-signature step of your metamap, your user has to read (scroll down) the document, type their name, and if enabled, pass biometric and document verification.

Signature Methods

The E-signature product there has three types of configurations or "Signature Methods":

  1. Typed Name
  2. ID Document and Typed Name
  3. Face, ID Document, and Typed Name

Here's what your users will see for each Signature Method if you use MetaMap's prebuilt UX:

Typed Name

The Typed Name Signature requires your user to view the legal document and type in their name as a digital signature.

4 screenshots showing the E-Signature process, including start, user agreement, user agreement with user name, and process completion.4 screenshots showing the E-Signature process, including start, user agreement, user agreement with user name, and process completion.

4 screenshots showing the E-Signature process, including start, user agreement, user agreement with user name, and process completion.

ID Document and Typed Name

The ID Document and Typed Name Signature requires your user to:

  1. Upload an ID document with their full name and date of birth
  2. View the legal document and type in their full name as a digital signature
8 screenshots showing the E-Signature process, including start document upload, country selection, document selection, document upload, user agreement, user agreement with user name, and process completion.8 screenshots showing the E-Signature process, including start document upload, country selection, document selection, document upload, user agreement, user agreement with user name, and process completion.

8 screenshots showing the E-Signature process, including start document upload, country selection, document selection, document upload, user agreement, user agreement with user name, and process completion.

Face, ID Document, and Typed Name

The Face, Document, and Typed Name Signature requires your user to:

  1. Upload a national ID with full name and date of birth
  2. Take a selfie photo or video
  3. View the contract and type in their full name as a digital signature
10 screenshots showing the E-Signature process, including start document upload, country selection, document selection, document upload, selfie, user agreement, user agreement with user name, and process completion.10 screenshots showing the E-Signature process, including start document upload, country selection, document selection, document upload, selfie, user agreement, user agreement with user name, and process completion.

10 screenshots showing the E-Signature process, including start document upload, country selection, document selection, document upload, selfie, user agreement, user agreement with user name, and process completion.

How it works

If a user passes the E-signature step and any optional Biometric or Document Verification checks, they will be "Verified". If the user fails these checks, they will be marked as "Review Needed".

Setup

There are 3 main steps to set up E-Signature:

  1. Setup your metamap on the dashboard
  2. Integrate or use MetaMap's Direct Link
  3. Process verification results

Step 1: Setup a Metamap

The first step to setting up E-Signature is to create a new metamap in the Dashboard. Once you've created a new metamap, add the E-Signature product to the user flow.

Verification flow setup for each Signature Method:

  1. Typed Name Setup
  2. ID Document and Typed Name Setup
  3. Face, ID Document, and Typed Name Setup
The E-Signature product added to a metamap in the dashboardThe E-Signature product added to a metamap in the dashboard

The E-Signature product added to a metamap in the dashboard

Typed Name Signature Setup

Implement this Signature Method if you want to allow your user to sign a legal document digitally by typing their full name only.

To implement this:

  1. Login to the dashboard, and create a Verification Flow
  2. In your metamap, add the E-Signature product
  3. Update the E-Signature product configuration in the right hand panel
    • Turn on the "Enable E-Signature" toggle
    • "Name Typing" will be selected as the default "Signature method"
    • Under "Terms to Agree to", upload up to 2 documents that your users will have to read before signing
  4. Click "Save" and your flow is ready to use
Dashboard user flow with E-Signature, and the selection of signature type: name, and selfie and name.Dashboard user flow with E-Signature, and the selection of signature type: name, and selfie and name.

Dashboard user flow with E-Signature, and the selection of signature type: name, and selfie and name.

Document and Typed Name Signature Setup

Implement this Signature Method if you want to verify that the user's typed name matches their uploaded ID document.

To implement this:

  1. Login to the dashboard, and create a Verification Flow
  2. In your metamap, add the E-Signature product
  3. Update the E-Signature product configuration in the right hand panel
    • Turn on the "Enable E-Signature" toggle
    • "Name Typing" will be selected as the default "Signature method"
    • Under "Terms to Agree to", upload up to 2 documents that your users will have to read before signing
  4. Add the Document Verification product to your metamap
  5. Update the Document Verification product configuration in the right hand panel
    • Select "Selfie Photo" or "Selfie Video"
  6. Click "Save" and your flow is ready to use
Dashboard user flow with Document Verification and E-Signature, and the selection of signature type: name, and selfie and name.Dashboard user flow with Document Verification and E-Signature, and the selection of signature type: name, and selfie and name.

Dashboard user flow with Document Verification and E-Signature, and the selection of signature type: name, and selfie and name.

Face, Document, and Typed Name Signature Setup

Implement this Signature Method if you want to verify that the user's typed name matches their uploaded ID document, and that their selfie photo matches their ID document photo.

To implement this:

  1. Login to the dashboard, and create a Verification Flow
  2. In your metamap, add the E-Signature product
  3. Update the E-Signature product configuration in the right hand panel
    • Turn on the "Enable E-Signature" toggle
    • Change the "Signature method" to "Face and Document Signature", and in the modal that appears, select "Add this product"
    • Under "Terms to Agree to", upload up to 2 documents that your users will have to read before signing
  4. Update the Document Verification product configuration in the right hand panel
    • Select "Selfie Photo" or "Selfie Video"
  5. Click "Save" and your flow is ready to use
Dashboard user flow with Document Verification, Biometric Verification, and E-Signature. The signature types inclue: name, and selfie and name.Dashboard user flow with Document Verification, Biometric Verification, and E-Signature. The signature types inclue: name, and selfie and name.

Dashboard user flow with Document Verification, Biometric Verification, and E-Signature. The signature types inclue: name, and selfie and name.

Supplemental checks

You can also add supplemental checks to your E-signature metamap:

IP check
Add IP check to your metamap, and we will verify that the user's geolocation makes the user eligible to sign this document digitally.

Your user doesn't need to enter any additional information for this check.

Liveness check
Add Biometric Verification to your metamap, and configure it for "video selfie" to enable this check. We will verify that the user is a live human to reduce fraud.

Your user needs to record a selfie video for this check.

Phone check
Add Phone Check to your metamap, and we will verify that the user owns the phone number that they input.

Your user needs to input their phone number for this check.

Email check
Add Email Check to your metamap, and we will verify that the user owns the email address that they input.

You user needs to input their email for this check.

Step 2: Integrate

There are 3 ways you can use MetaMap's E-signature:

  1. Direct Link β€” Send your users a link to sign documents on MetaMap's prebuilt UX
  2. Metamap Button Button β€” Integrate our MetaMap Button SDK into your application to use our prebuilt UX
  3. API β€” Integrate our API into your application and build your own E-signature UX

Direct Link

If you are not a developer, or you don't have the resources to integrate at this time, you can start using MetaMap's E-Signature product in minutes without any code with our Direct Link.

To implement this:

  1. Setup the metamap for AML Watchlists in the dashboard
  2. Get the Direct Link
  3. Send the Direct Link to your users

Integrate our MetaMap Button via SDK

Use our SDK integration if you want to use MetaMap's verification tools but design your own E-Signature experience for your users.

To implement this:

  1. Setup the metamap for E-Signature in the dashboard
  2. Install and implement an SDK framework

Integrate via API Coming Soon

Use our API Integration if you want to use MetaMap's verification tools but design your own E-Signature experience for your users.

Step 3: Process verification results

E-signature verification checks will result in a "Verified" or "Review Needed" status. E-signature checks will never result in a "Rejected" status.

There are two ways you can process verification results for E-signatures:

  1. In the Dashboard
  2. Using Webhooks

Dashboard Verification Results

In the dashboard, visit the Verifications tab, and click on a Verification to review the results. These are the checks that indicate whether or not a user has passed an E-signature verification:

  • Verification Status: Verified/ Review Needed
  • Facematch with Selfie: Passed/ Failed
  • Namematch with ID Document: Passed/ Failed
  • E-Signature Results
Screenshot with example downloadable signed user agreement.Screenshot with example downloadable signed user agreement.

Screenshot with example downloadable signed user agreement.

Webhook verification results

You will need to configure your webhooks, then handle the webhook responses that will be sent to your webhook URL.

Updated 2 days ago

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