Send Verification Link (Workflows)

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

Overview

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

Interactive guide

Steps explained

1

Create a client

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

Navigate to the Clients page and click the "Add client" button. Enter the following details and add client:

• First Name: John
• Last Name: Doe
• Email: [e-mail]

Add Client View

2

Send a verification link

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

Select "Send verification link to client", then choose "Use an existing workflow template".

Pick one of your existing workflow templates (or create a new one) and click "Create link" to generate it.

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.

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 page.

3

View session results

After the customer completes the flow, ComplyCube processes the verification checks and automatically notifies you via email notifications or webhook events.

If you're using the Sandbox environment, you can try out various scenarios using our testing data.