If you have already sent your client a Digital Onboarding invitation, you do not need to send a separate Online Biometric ID Verification invitation, as it is included within the Digital Onboarding journey.
However, if you have started onboarding the client in-platform, completed their Risk Assessment, and want them to complete an Online Biometric ID Verification instead of verifying them fully in-platform, you can send a Online Biometric invitation by following the steps below.
- From your Dashboard, navigate to Property Audit and select the relevant transaction.
- Click Manage Client for the client you wish to send the invite too.
- Click the yellow Online Biometric ID Verification button.
- Confirm the client's details and click Next.
- Click Confirm and Order.
You'll be returned to the Client Overview page, where you'll see the confirmation message:
"Your transaction was successful! You will be able to download your report from the Verification Summary below once your client has completed their verification."
Your client will receive an email invitation to complete their Online Biometric ID Verification.