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Sending Individual Treefort IDV Requests

Here, we show you how to send individual Treefort IDV requests from your client's global profile.

Meaghan Morris avatar
Written by Meaghan Morris
Updated over a year ago
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Here, we show you how to send individual Treefort IDV requests from your client's global profile.

9 STEPS

1. To send an individual Treefort IDV request, click the menu on the client card.

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2. Click view global profile.

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3. Click identification.

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4. Click send IDV request.

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5. Click send IDV request.

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6. Click identity verification settings drop down.

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7. You can override the business level identity verification settings by clicking the toggles.

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8. Click send.

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9. You will now see that the request has been sent.

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Next step: Practice

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