Quick start guide

This Quick Start Guide guides you in creating your first verification link to send to the person you are verifying.

Go to meshid.app

1. Project dashboard

The first thing you see when logging into Mesh ID is your project dashboard. If you don’t have any projects yet, you will be prompted to create one.

Project dashboard

2. Projects

Projects are used to help you organise people you are verifying into groups. Please remember that projects you create are only visible to you. You can however invite your colleagues to your projects (as long as they have a Mesh ID account). Once invited, you colleague will also see your project on their dashboard.

Projects

3. Create a project

Click “Create a new project” to create a new project.

Create a project

4. Give your project a name

Give your project a name, and click “Create new project” to confirm.

Give your project a name

5. Your project is now available!

You will see the project appear on your screen. Click the project icon to open it.

Your project is now available!

6. Create a new person

Let’s now create your first person to verify.

Create a new person

7. Add a first and last name

Enter the first and the last names of the person you would like to verify in the specified fields.

Add a first and last name

8. Click “Save”

Please note: The individual you are verifying will not see the name you give them at this point, this step is only seen by you and any other project contributor you invited to your project. If you are performing an identity verification, the name you provide here will be replaced by the name extracted from the identity document once verified. Click “Save” to finish creating the person

Click 'Save'

9. Let’s start verifying!

Click on the “Start” button to start choosing which verification you would like to perform on this person. If you want to do this later, you can click “Close’

Let's start verifying!

10. Choose which verifications to perform

Choose from the list of available verifications. You will be able to configure them according to your needs and preferences in the next step.

Choose which verifications to perform

11. Identity verification: adjusting the settings

If you want to force the person to use a certain document type from a specific country, you can make that choice now. You can also choose in which language the instructions will be shown to the person. They can still change the language on their side if required.

Identity verification: adjusting the settings

12. Identity verification: adjusting the settings

Lastly, you can decide if you require the person have the identity document at hand during the verification (by choosing ‘Camera only’ as the allowed capture method) or if you allow them to upload a copy from their device (using Camera or upload, or upload only).

Identity verification: adjusting the settings

13. Identity verification: adjusting the settings

If you want to skip the selfie step and only verify the identity document itself, you can tick the ‘Verify document only’ checkbox. Please note that choosing ‘Camera or upload’ and ‘Verify document only’ is the weakest level of verification. This will allow anyone to complete the process on behalf of the person.

Identity verification: adjusting the settings

14. Address verification: adjusting the settings

You will first need to choose if you will provide the address being verified, or if you expect the person to do this themselves. You can also choose if you would like to perform an ‘Enhanced verification’ which involves Mesh ID sending a physical letter to the person with a code they need to type in during the address verification.

Address verification: adjusting the settings

15. Address verification: adjusting the settings

Please note that this will add a significant time delay to the verification, as we are dependent on the speed of the local postal service. Next, you can choose if you want to also ask the person to capture or upload a document as supporting evidence to prove their address.

Address verification: adjusting the settings

16. Address verification: adjusting the settings

If you ask for supporting evidence, you will be able to decide which document types you will accept as proof of address, and also be able to add a note to the person with specific instructions for this step. If you are a client of ours in the Netherlands, you can also choose to use ‘iDIN’ which allows the person to use their banking app to verify their address. This is not available outside of The Netherlands.

Address verification: adjusting the settings

17. Contract signing / smart form: choosing a template

If you want to present the person an additional smart form to fill in (and potentially a document to sign), you can do this using the ‘Contract signing’ verification type. You can simply choose which smart form you would like to the person to fill from the drop down. You may not have any smart forms available. Reach out to support if you are interested in making use of this feature.

Contract signing / smart form: choosing a template

18. Compliance check (screening): adjusting the settings

Adjust the screening settings to meet your specific needs. Initially, define the “screening scope” or fuzziness level to manage how closely the results should match the target name. The screening scope is designed to capture slight variations, such as minor spelling errors, additional initials, or common misspellings in names often found in web articles. It is not intended for identifying distinctly different names but rather for recognizing various spellings or extensions of the same name.

Compliance check (screening): adjusting the settings

19. Compliance check (screening): adjusting the settings

For example, a broad screening scope when searching for “Peter Smith” might include variations like “Peter Gary Smith,” while a narrower scope would focus on more direct matches such as “Pete Smith.” Adjust the screening scope to limit deviations from the specified name. A standard setting of 30% is typically recommended. However, for shorter names like ‘Len,’ choosing a broader scope will include similar short names such as ‘Lex,’ ‘Lev,’ or ‘Lee.’ Changing a single letter in a short name can significantly alter its identity, effectively turning it into a different name.

Compliance check (screening): adjusting the settings

20. Compliance check (screening): adjusting the settings

It’s important to remember that the screening scope is not designed to search for multiple different names simultaneously. To search for an entirely different name, initiate a separate compliance check with a new search term.

Compliance check (screening): adjusting the settings

21. That’s it! Now send the link to the person.

You now have the verification link you can send the person. Sharing the verification link you just generated can be done in two ways: copy the link and send it to the person directly via your preferred communication method, or type in the person’s email address and click “Send” to let Mesh ID send an email with the verification link the person on your behalf.

That's it! Now send the link to the person.

We hope you find this guide useful, please check our other guides. If you have any questions, please reach out to our support team.

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