Here, we show you how to review, flag, verify, and sync the IDV reports returned by your client's.
14 STEPS
1. To review, flag, and/or verify your Treefort IDV report, first click review from the client card in the parties page.
2. Here, you have the opportunity to flag the returned report. Click flag to flag the report.
3. If you would like to verify the report from a flagged or freshly returned state, click review.
4. From here, you can review the returned report.
5. Once you're satisfied with the report, click verify.
6. Click the drop down menu to review both sides of the ID provided by your client.
7. Here you can decide which side of the ID you would like to view.
8. Verify the information synced from the ID. This information will be synced into your client's global profile in the identification tab.
9. Once you've verified the information, click sync ID.
10. Now, you can enter the information from the secondary piece of ID provided, if you asked your client to provide such.
11. For this tutorial, click skip.
12. To confirm your ID sync, click confirm.
13. You will now see that you have verified your report.
14. You can continue to view the verified report from the client's global profile on the client card.
Next step: Practice
