Enrolling a applicant's photo and identity documents

Before getting started

Roles: At a minimum, the officer must have the enrollment officer permission

Software: The PivIT browser extension and middleware must be installed.

A physical smart card is required for enrollment because the smart card will digitally sign the enrollment package. Only perform this transaction if using a smart card.

Capturing the Applicant’s photo and identity documents

1. Within the Identity Proofing section, click manage

2. Enter the user’s last name or employee ID and press search

3. Press the enroll button

   

4. Review the user’s information to ensure the correct person is being enrolled.

5. Press the Take Photo button

   

6. If the browser asks to use the camera, select “Allow this time”

   

7. Position the person in the center of the view finder and press the Take Photo button

8. The user’s photo will appear in the photo screen.

   

9. After the photo has been captured, press the Next button

10. Press the “Press to capture document” button to begin the document capture process.

11. Select the document type and then press “Scan Document” to take a snapshot of the document or press “Upload document” to load a document that has been scanned in.

12. If taking a photo of the document, position the camera so that pointed at the document and the document is clearly viewable in the camera view finder. When complete, Press Take Photo

    

13. After the document is captured, press the Save button.

    

14. Repeat the process for any additional document capture requirements. For example, if a second document must be collected as part of the organization’s identity proofing policy.

15. When document capture is complete, press the Submit Enrollment button.

    

16. The enrollment package will be submitted.

Capturing the Applicant’s handwritten signature

This procedure outlines the steps for capturing a digital signature from an applicant during the enrollment process using a Topaz signature pad. The digital signature serves as an attestation of their agreement to the presented terms and conditions.

Step 1: Access the Signature Page

Once you have advanced to the signature page of the enrollment wizard, you'll see the Subscriber Agreement terms on the left side of the screen. The signature area is on the right.

Step 2: Start the Signature Capture Process

1. Instruct the Applicant to read subscriber agreement and check the Signature box if they agree.

2. When the Signature capture box shows, click the "Sign" button in the signature box.

   

   • Result: A pop-up dialog titled "Topaz SigPlusExtLite" will appear on the screen, showing the signature pad's connection status. The status will change to "Pad initialized, start signing."

Step 3: Capture the Signature

1. The applicant uses the stylus to sign their name on the Topaz signature pad. Their signature will be displayed in real time within the pop-up dialog.

2. If the applicant makes a mistake, they can click the "Clear" button to erase the signature and try again.

3. Once the applicant is satisfied with their signature, click the "OK" button in the pop-up dialog.

   • Result: The pop-up dialog will close, and the captured signature will be displayed in the signature box on the main screen.

Step 4: Complete the Process

1. Review the captured signature with the applicant to ensure it is correct.

2. Click the "Next" button at the bottom of the page to proceed with the enrollment process.