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Easy ID

This section provides an overview of how to use the EASY ID verification tool.

Once your Project Manager has activated this in your system you will be able to access the feature by following these steps:

  • Go the the record you would like to send the ID to.

  • On the left hand menu click Easy ID 

  • You can upload photos by clicking select files > Select the image(s) > Open > underneath the images click upload

  • Once the files are uploaded click send ID Verification Request which will bring up the family members name, email address and relationship. 

  • Once this is filled out press send and the family should get an email of the image(s) to verify

  • Once they have verified you will see a box within this section that will say "Name successfully identified the photo(s) as Name"

  • You can also click to view the audit which downloads as a PDF file and you can clear and resend the image.