Skip to main content

How To Configure Id Verification Within Application Template

How To Configure Id Verification Within Application Template

How do you Configure ID Verification within the Application Template?

Enabling the Identity Verification section within your Application Builder.

Enabling the Identity Verification section will add Plaid Identity Verification to your application. Plaid provides a client that requires the applicant to upload photos of their identification documents. Plaid is able to verify the authenticity of the uploaded documents with a facial comparison from a selfie taken by the applicant. The cost is $5.00 per report.

  • Click on your initials at the bottom left of the page

  • Select Settings

  • Select Application Templates

  • Select which Application Template(s) you want to activate ID Verification for

  • Click on the Ellipsis (three dots). If you have multiple application templates, you will do this for each application template you want ID Verification activated on

  • Select Builder

  • Scroll down to locate the Identity Verification Section

  • To activate this Section, click on the Active Toggle on the right-hand side

  • To save changes, click Save

Did this answer your question?