How do I send our bank instructions to a client?

Sending bank instructions to a client can be done by clicking on "New Request" at the CertifID dashboard.

***NOTE: This article is specific to the newest version of CertifID. If your account is not on the updated version you may not have access to these features.***

 

 

First, you will start at the CertifID dashboard. You will then click on New Request, which is located at the right corner of the page.

 

 

You will then click on the Send bank instructions option. Complete required details about the file and recipient.

 

 

After filling out the required details, you will be asked to review your data. Once you have confirmed all details are correct, you can send your wiring instructions.

 

 

For any additional information, please contact your Customer Success Manager or reach us at support@certifid.com.