Using CertifID

These articles help you access your account and get an understanding of how you send and receive requests.

16 articles in this collection
Written by Bill Hook

Account Access

What are the different user permissions on the software?

There are three levels of users on CertifID.

Written by Bill Hook
Updated over a week ago

I forgot my password, what now?

You can reset your password through a few easy steps.

Written by Bill Hook
Updated over a week ago

What is Two Factor Authentication (2FA)?

2FA is a very important step in security.

Written by Bill Hook
Updated over a week ago

I don’t have access to this phone - how do I get into my account?

Don't have access to the phone listed on your account? No problem.

Written by Bill Hook
Updated over a week ago

Registering Your Account

What is the registration process and what information will be required?

Registration is a one-time two-minute process.

Written by Bill Hook
Updated over a week ago

I am trying to register my account but cannot be identified - what now?

Not a problem. Please contact us at support@certifid.com

Written by Bill Hook
Updated over a week ago

I am not receiving the Two Factor code while registering my account - what do I do?

2FA is required when registering your account

Written by Bill Hook
Updated over a week ago

Sending and Receiving Requests

How do I send a request?

Sending a Request is easy and can be done in less than 60 seconds!

Written by Bill Hook
Updated over a week ago

What is the difference between Send and Confirm?

Send your wiring instructions or allow customers to Confirm their wiring information.

Written by Bill Hook
Updated over a week ago

How long before a request expires?

Recipient has 30 Days to respond.

Written by Bill Hook
Updated over a week ago

I sent a request but the recipient never received it.

What to do if your client says they never received the email request.

Written by Bill Hook
Updated over a week ago

The wiring instructions I want to send aren’t available?

Contact your Administrator

Written by Bill Hook
Updated over a week ago

What do the different statuses mean?

Here is the list of different statuses

Written by Bill Hook
Updated over a week ago

The request status says “CertifID” what now?

A CertifID status is a final stage. Rely on the information with confidence!

Written by Bill Hook
Updated over a week ago

How do I move around corporate hierarchy and set my default account?

Set your default account to make navigation even easier

Written by Bill Hook
Updated over a week ago

Can I send to a party not listed in the ResWare dropdown?

Yes. You can send to anyone.

Written by Bill Hook
Updated over a week ago