How to invite a client to Digidentity

 

Here is a step-by-step guide on how to invite a client to Digidentity:

  1. When adding a new case:

When adding a new case, you can invite a client to Digidentity by clicking on the Verify Identity button on the to-do list step. This will initiate the process of verifying the client's identity.

2. Turning it on after a case has been added:

  • Open the case
  • Click Verify Identity located on the toolbar at the top of the page
  • Click invite
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