Further documents can be requested that may support a transaction or act as additional verification. Custom document request templates allow you to import frequently used text and instructions into client check requests, so you and your team don't have to type-out or copy-paste standard messages each time.

Team admins can create the custom templates for their team members to use.

To set up a document request template, just follow these simple steps;

  1. Log in to your Amiqus ID account
  2. Make sure your account is a team administrator level
  3. In the top right hand corner you will see your name and team name. Click on the arrow to open the user menu and choose "Workflow & Templates".
  4. Click on the "Document Request Templates" panel.
  5. On the Document Request Templates page you can create a new template by selecting the "+ New Template" tab.
  6. Simply give it a name, a description, and then enter in the text you want to be saved. Templates can be drafted for later or published immediately.
  7. You can edit a template at any point by selecting it from the list on the "Existing Templates" tab and then clicking "Edit".


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