> For the complete documentation index, see [llms.txt](https://docs.complycube.com/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.complycube.com/documentation/quick-guides/web-portal-quick-guide/send-verification-link-legacy.md).

# Send Verification Link (Legacy)

Send a secure legacy verification link to complete KYC and identity verification remotely.

### Overview

This quick guide shows you how to send a **verification link** to your customers through the ComplyCube Web Portal, allowing them to provide their details and complete multiple verification checks in one go.

{% hint style="warning" %}
This is a **legacy approach**. For a more compliant and maintainable method, we recommend using [workflows](/documentation/product-guides/compliance-studio/workflows.md), which offer structured journeys and centralized policy enforcement. See our updated [verification link guide](/documentation/quick-guides/web-portal-quick-guide/send-verification-link-workflows.md) for details.
{% endhint %}

### Interactive guide

{% @arcade/embed url="<https://app.arcade.software/share/l5i7d0RyCvRZbt1ZZHfT>" flowId="l5i7d0RyCvRZbt1ZZHfT" fullWidth="false" %}

### Steps explained <a href="#steps-explained" id="steps-explained"></a>

{% stepper %}
{% step %}

#### Create a client <a href="#create-a-client" id="create-a-client"></a>

The first step in running any check is to create a client (i.e. a customer).

Navigate to the [Clients](https://portal.complycube.com/clients) page and click the "**Add client**" button. Enter the following details and add client:

* **First Name:** John
* **Last Name:** Doe
* **Email:** <john.doe@test.com>

<img src="https://content.gitbook.com/content/sw26JqCBnT6AEIbxAYyk/blobs/S2TrqR06VgBYB3Ib98U3/create-client.png" alt="Add Client View" width="375">

After adding the client, click "**Edit**" to add a date of birth. Set it to "01-01-1990".

<img src="https://content.gitbook.com/content/sw26JqCBnT6AEIbxAYyk/blobs/V8CtSDicqPtHlkDuralr/edit-client-mbc-drop-shadow.png" alt="Client Edit View" width="375">

{% hint style="info" %}
The more data you provide about a client, the richer and more accurate ComplyCube AML Screening Checks will be. We **highly recommend** that you provide the client's **date of birth** before conducting an AML Screening Check.
{% endhint %}
{% endstep %}

{% step %}

#### Send a verification link <a href="#send-a-verification-link" id="send-a-verification-link"></a>

Click the "**Perform verification**" button. You will then be presented with a dialogue.

<figure><img src="https://2950143584-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fsw26JqCBnT6AEIbxAYyk%2Fuploads%2FeFmPJQVBuBg9JGv7xV8F%2Fsend_verification_link_via_check_1.png?alt=media&amp;token=627e765d-b06d-41ee-9997-36a90aec93bf" alt=""><figcaption></figcaption></figure>

Select "**Send verification link to client**", then choose "**Select checks manually**".

Pick the check types you want to run, and click "**Create link**" to generate it.

<figure><img src="https://2950143584-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fsw26JqCBnT6AEIbxAYyk%2Fuploads%2FzxM7ZS5bn9uYNw4LPC84%2Fsend_verification_link_via_check_2.png?alt=media&amp;token=bec9be6e-e2ac-4548-a98d-9fac745505ff" alt=""><figcaption></figcaption></figure>

A verification link will be generated. You can either:

1. Copy it to share manually, or
2. Click "**Email link to client**" to send it directly to the customer’s inbox.

{% hint style="info" %}
The email sent to your customer will include instructions for completing the verification and will reference your **company’s legal name**. You can customize the look and feel of the verification flow through your [branding](https://portal.complycube.com/settings/branding) page.
{% endhint %}
{% endstep %}

{% step %}

#### View check results <a href="#view-check-results" id="view-check-results"></a>

After the customer completes the flow, ComplyCube processes the verification checks and automatically notifies you via [email notifications](https://portal.complycube.com/settings/notifications) or [webhook events](/documentation/integration-resources/webhooks.md).
{% endstep %}
{% endstepper %}

If you're using the **Sandbox** environment, you can try out various scenarios using our [testing data](/documentation/integration-resources/testing-data.md).


---

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