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Create a stand-alone unbundled ID check that doesn't relate to an existing case

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over 2 months ago

To invite a client to complete an unbundled ID check that doesn't relate to an existing case, and create a new case, follow the steps below:

  1. Log in to the admin portal and click ID Checks.

  2. Click Create ID Check and give the case a title.

  3. Give this case a unique case reference number.
    ​Tip: If it relates to an existing case we'd advise naming it 'Case ref-UNB' so it is easily discoverable.

  4. Enter the email address that you want the ID report to be delivered to and click Proceed.

  5. Enter the email address (s) of the clients that need to complete the unbundled ID check.

  6. Click on the plus icon to enter the email and then click Proceed.

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