How do I send an email to ask a User to upload documents?

You can send an email to your customer to request them to upload documents from within the Dashboard as follows:-

  • Login and click on the Individuals tab. 
  • Scroll down to the Send Verification Request panel.
  • Enter the recipient's email address.
  • The recipient's name is only required if the email generated by the system was written to address the customer by name.  (i.e. 'Hello Susan,)
  • Enter the customer reference (can be an application ID or a user ID from your system). This is the identifier your team can designate and use to connect a verification to the rest of the documents pertinent to the customer.  This can be the email address, name, address or a customer number, whatever works best for your team.
  • Remember to click "Send".
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