Send Verification Link (Workflows)
Learn how to send a link to your client to perform verification.
Overview
This quick guide shows you how to send a verification link to your customers, using workflows, through the ComplyCube Portal, allowing them to provide their details and complete multiple verification checks in one go.
Interactive guide
Steps explained
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: [email protected]
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:
Copy it to share manually, or
Click "Email link to client" to send it directly to the customer’s inbox
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 test environment, you can try out various scenarios using our testing data.