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When uploading a document to an ID check, the document can be viewed before saving/submitting the check

From any record where ID Check information can be stored (e.g. contact, applicant, tenant, etc):

  • Click Identity Check (top left)

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After uploading a new document - before saving/submitting:

  • Click document and select View document

Tip

The document can also be removed via this menu

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ID check documents can be added to an ID check in AgencyCloud via drag & drop - this can be done from a file attached in an email as well as from files stored on your device

From any record where ID Check information can be stored (e.g. contact, applicant, tenant, etc):

  • Click Identity Check (top left)

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  • Navigate to the file location and click

    • Click and drag the file over AgencyCloud on the taskbar

    • Continue to drag the file over the ID Check screen

    • Drop the file over the relevant Upload file link

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  • The file is automatically added to the ID check

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Tip

Due to configuration options, your ID Check screen may differ to that shown above - however, the functionality described above still applies

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "compliance"

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