To complete an ID check for your contacts, you will need to:
- Go to the relevant contact record
- In the Right-hand pane under Identity Checks, click ID Check Incomplete
- In the new popup, you'll be taken to the ID Details tab - Choose the Contact type e.g. Contact; These can be customised by an Admin User in Settings > ID Verification
- Fill out the required fields
- Next, go to the Verification tab and enter the forms of Identification
- Once you have entered all required information, click Mark as Verified. The ID Verification Status will update to show Verified.
- Click Save