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This guide has been reviewed against our global client base and classed as relevant to all regions |
From Two updates have been made for ID Checks in AgencyCloud 12.165+, when , as outlined in the following sections:
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1. View uploaded document before saving/submitting
When uploading a document to an ID check, |
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the document |
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can be |
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viewed before saving/submitting the check From ID check, after any record where ID Check information can be stored (e.g. contact, applicant, tenant, etc):
After uploading a new document - before saving/submitting:
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2. Add ID check documents via drag & drop
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):
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Due to configuration options, your ID Check screen may differ to that shown above - however, the functionality described above still applies |
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From Two updates have been made for ID Checks in AgencyCloud 12.165+, when uploading a document to an ID check, the option to view the document is available and can be used before saving/submitting the check |