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Navigating your IDV Widget and Inbox

Meaghan Morris avatar
Written by Meaghan Morris
Updated over a year ago
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9 STEPS

1. To navigate your Treefort widget and IDV inbox, first click the IDV inbox.

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2. This widget surface pressing IDV related tasks. Click expired requests.

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3. This will take you right into the IDV inbox. You can click through the tabs of the IDV inbox to view separate reports with separate statuses.

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4. Click the clerk drop down to filter reports by clerk.

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5. Select the clerk or all.

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6. Click the lawyer drop down to filter reports by lawyer.

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7. Select the lawyer or all.

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8. You can also access your IDV inbox from the top navigate anywhere in Closer. To do this, click IDV inbox in the top navigation.

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9. Once you have entered your IDV inbox, you can access all of the same previous steps.

Step 9 image

Next step: Practice

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