How do I send a link to my client to complete verification?

The ComplyCube Web Portal lets you generate and easily send links to your clients to perform verification checks.

Steps to send a verification link to a client:

1. Log in to the portal with permission to run checks.
   You can learn more about our user roles and permissions.
   
   
2. Click on the 'Clients' tab from the top navigation bar.
   
   
   
   
3. Locate and click on the client you wish to send a link to.
   
   
4. Click the 'NEW CHECK' button on the client page.
   
   
   
   
5. Now click on "Send link to client requesting data", and select the type of verification checks you would like to run on that client.
   
   
   
   
6. Click on the "CREATE LINK" button. This will generate a link, then click on the "EMAIL LINK TO CLIENT" button.
   
   
   
   
7. Confirm, and then an email will be sent to your client with the relevant instructions.