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How Workflows Function in Desktop

This article explains what to expect when using a custom workflow in the PALIDIN Desktop application.

Allie Roberts avatar
Written by Allie Roberts
Updated this week

When you launch the PALIDIN Desktop application, the default workflow set for your department will automatically be selected.

If your organization has multiple workflows available, you can manually select a different workflow from the dropdown menu in the app.

How it works:

  • Launch the PALIDIN Desktop app - The default department-level workflow is pre-selected.

  • (Optional) Select another available workflow - Use the dropdown menu to switch to a different flow, if permitted.

  • Scan an ID - Once the ID is scanned, the system will automatically run through all the verification steps included in the selected workflow (e.g., Doc Auth, DMV Check, Alerts, etc.).

  • View results - The results from each verification step are displayed directly in the Desktop interface.

Note: Admins can create and edit workflows in the PALIDIN Portal. Any changes made there will affect available flows in the Desktop app. To learn more about creating flows in the Portal, click here.

If you have questions, please contact support by:

Using chat feature at the bottom right of page

Calling 800.883.8822

Monday-Friday, 7AM - 5PM PST

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