A “request” is a way to ask for a person to provide information that they upload into the system. When a request is made it can be completed in person if they are with you at that moment or alternatively emailed to the client. 

To learn how to create a request, just follow our simple step by step guide;

  1. Log into you Amiqus ID account
  2. Select “New Request” on the top right of your Dashboard.
  3. This will open a New Request page where you can choose between sending a request to a new or existing person you already have set up as a client.
  4. When selecting a new person, input the individual’s full, legal name as it would appear on any identification documents and email address.
    💬 If a person is known as Tom but their full name is Thomas, Thomas should be entered here.
    You can choose to add a reference code which may help when searching and finding clients in future. You can also link the client into an existing organisation or create a new one to add them to.
  5. Alternatively, you can select an existing client from the dropdown under the "Existing Person" tab.
  6. Next select the relevant checks to be completed, documents to send and forms to be completed.
  7. Choose if you’d like to complete the request in person, if they are with you or alternatively send an email containing a secure verification link.
  8. When sending via an email, you can personalise the email by adding a message. This message can be written freely at the time or alternatively you can choose to use a team request template
  9. Finally, if you are happy with the choices, select “Send Request” if you are sending by email or “Create Request” if you are completing in person
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