1. To add your client's identification information manually, first, go to your clients tab.

2. Click the three vertical dots beside your client's name.

3. Click view global profile.

4. Go to the identification tab.

5. Click the drop-down menu to select the type of identification.

6. All of the other information can be manually input here.

7. You can also add your client's ID by clicking the green boxes to upload images of the front and back portion of their ID.

8. Once the ID is uploaded, you can also manually input the ID details on the left.
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Click done to save.

Next step: Practice