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Using CertifID

Using CertifID

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

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17 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.
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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.
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Written by Bill Hook
Updated over a week ago

What is Two Factor Authentication (2FA)?

2FA is a very important step in security.
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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.
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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.
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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
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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
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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!
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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.
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Written by Bill Hook
Updated over a week ago

How long before a request expires?

Recipient has 30 Days to respond.
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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.
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Written by Bill Hook
Updated over a week ago

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

Contact your Administrator
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Written by Bill Hook
Updated over a week ago

What do the different statuses mean?

Here is the list of different statuses
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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!
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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
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Written by Bill Hook
Updated over a week ago
Integrations

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

Yes. You can send to anyone.
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Written by Bill Hook
Updated over a week ago

ResWare file is not linking

Did you mark CertifID as a Partner?
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Written by Bill Hook
Updated this week