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The process for overriding an ID check (introduced in AgencyCloud version 12.146) differs between using version 12.146-12.156 & 12.157+, the instructions below cover both processes From AgencyCloud version 12.160, a manual override on an ID check can be carried out without entering any required ID data in the Primary and/or Secondary ID field, click here for more information: |
1. Manually overriding a check From a contact record:
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2. Add override notes The prompt to add notes is automatically displayed
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3. ID check complete
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The manual override option is available on new and existing checks, including those that have already expired or are cancelled |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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When using a third party for ID checking - this configuration option allows a user to manually override the check - marking it as passed or failed |
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