webapp

Dashboard management

Create Meeting

How to invite applicants to a viewing or create a meeting

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Written by Customer Care

Updated 3 weeks ago

Change User Name

How to change the dashboard user name associated with your login email

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Written by Customer Care

Updated 11 months ago

Create a Poll

How to send a yes/no poll to applicants

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Written by Customer Care

Updated 1 year ago

View Profiles with a Verified Name

What does it mean to see an applicant is IBAN verified

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Written by Customer Care

Updated 1 year ago

Copy Message

Copy and include messages in the PDF report

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Written by Customer Care

Updated 1 year ago

Create Labels

How to create and assign labels to help manage your profiles

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Written by Customer Care

Updated 1 year ago

Limit of Open Profiles

There is a limit, depending on your plan, on the number of open profile requests you can keep on the Open tab in your dashboard.

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Written by Customer Care

Updated 1 year ago

Additional Item

Requesting an additional item

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Written by Customer Care

Updated 1 year ago

Add a Team Member

How to add a new dashboard user to the account

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Written by Customer Care

Updated 2 years ago

Close Profile Data Request

How and when to close a profile

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Written by Customer Care

Updated 1 year ago

General

Dashboard management

Create Meeting

Change User Name

Create a Poll

View Profiles with a Verified Name

Copy Message

Create Labels

Limit of Open Profiles

Additional Item

Add a Team Member

Close Profile Data Request

Training and Support

PlanetVerify

Common webapp user questions

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