> 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-workflows.md).

# Send Verification Link (Workflows)

## Overview

This quick guide shows you how to send a **verification link** to your customers, using [workflows](/documentation/product-guides/compliance-studio/workflows.md), through the ComplyCube Web Portal, allowing them to provide their details and complete multiple verification checks in one go.

## Interactive guide

{% @arcade/embed url="<https://app.arcade.software/share/nN5GjYhoeW3NAZSv6U94>" flowId="nN5GjYhoeW3NAZSv6U94" 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="/files/-M8pzXSDzktZQ4u4z22y" alt="Add Client View" width="375">
{% 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="/files/wFtPwJq82aDGvTyFhESE" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/DdgQeARxxRrzLKrtruyR" 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 session results <a href="#view-session-results" id="view-session-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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