Date of ID Verification

Answered

Maryana

• April 25, 2024 14:07

Where in the software we put a date on which we meet with the clients to verify their ID?

0

• Official comment

  

  Sharnelle Hayden

  • April 30, 2024 19:17

  Hi Maryana 

  When you are in the parties tab you will see the Validate button at the very bottom of your client's profile, you can click this and add the appropriate date.   This will now pull all your Identification details into the reporting letters as needed. 

   

  

   

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