Attaching Customers' IDs
For document based verification, a copy of the ID is highly recommened to be stored with the customer's profile, you can attach up to 2 different identifications per customer.
- Upload ID from a file stored in a computer or other devices
- Upload ID by taking a photo using a mobile device
- Customers uploading their own IDs through a mobile app
5 Megabyte is the maximum allowed size
Follow the next steps to import customers:
- Access Customers from the application menu
- Click Manage Customers
- Click
- The upload window appears
- Search search for a customer by typing part of customer's name(s) or mobile number
- Select the required customer from the search result
- Choose file click on Choose file or Browse and select the required ID file.
- Click
When uploading from a mobile app, select camera and take photo of the required ID or from the device library and select the required file.
Depends on the image size and internet connection, the upload might take a bit longer.
Uploading Second ID
5 Megabyte is the maximum allowed size
Follow the next steps to upload a second ID:
- Access Customers from the application menu
- Click Manage Customers
- Click the Edit button under the Action column next to the customer that you would like to attach a second ID
- The customer's details window appears
- Click Second Licence tab
- Identification Details enter the second identification information
- Choose file click on Choose file or Browse and select the required ID file.
- Click
Depends on the image size and internet connection, the upload might take a bit longer.