Perform Document Check
Learn how to perform Document Checks through the Web Portal
Interactive guide
Steps explained
1. Create a client
The first step in creating any check is to create a client.
Navigate to the Clients page and click the ‘ADD CLIENT’ button. You can then enter the following details:
First Name: John
Last Name: Doe
Email: john.doe@test.com
Click "ADD CLIENT" to create the client.
2. Perform a Document check
To perform a Document check on a client, click the ‘NEW CHECK’ button. You will be then presented with a dialogue, prompting you to select the type of check.
2a. Upload a document
Select the "upload a new document" link. You can then enter the following details:
Type: Passport
Issuing Country: United Kingdom
Front side: Download the sample image below. Then drag and drop.
Click "ADD DOCUMENT" to upload the document.
2b. Perform a check
Select the newly created document from the dropdown list.
3. View check result
Once the check has concluded, you will automatically be taken to the check results page.
That's it! You've completed your first Document check.
If you're using the test environment, you can try out various scenarios using our testing data.
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