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How to Flag, Verify, and Sync ID details from your Treefort IDV Inbox.

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 10 months ago
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12 STEPS

1. You can view, flag, report and re send IDV requests right from your IDV inbox. To check it out, click reports requiring review.

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2. Click review on the client's report you would like to review.

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3. From here you can review the entire Treefort report.

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4. To flag the review, click flag.

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5. Now that you have flagged a review, you can view and change the status of that report in flagged reports.

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6. Once you are ready to verify the report, click view.

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7. You can now click verify.

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8. You can also confirm and sync the ID data into your file from the inbox.

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9. Click sync ID.

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10. Click confirm.

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11. Your report is now listed as verified. To view it, click verified reports.

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12. You've now changed the status of your report!

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Next step: Practice

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