1. Set up a verification flow
You will set up your first verification flow during onboarding.
Customise it for your needs with one of our templates (such as KYC/AML), or make one from scratch.
2. Get the shareable link
From the Verifications tab of the dashboard, hit Verify by link.
Choose the correct verification flow and copy the link.
3. Add it to your onboarding flow
The link is specific to your team and verification flow.
You can include it on any webpage or email where you want to begin the verification process.
For example: include it on the "thank you" message on a tool like Google Forms or Typeform.
4. Review verifications and take follow-up actions
You can see results as they come in from the Verifications tab.
Optional next step: use webhooks to automate follow-ups
You can use a service like Zapier to receive webhooks and take actions whenever a verification finishes. See the guide here.