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The Create session page allows you to manually generate a new verification link. The configuration is divided into three tabs: General, Advanced, and Referencing.

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1. General Settings

Use this tab to define the core verification flow and communication method.
  • Workflow: Choose the specific verification template for this session (e.g., Standard KYB, Sole Proprietorship).Note: To create or edit these templates, navigate to Business verification -> Settings -> Workflows.
  • Send verification email: Toggle ON to have the system email the link directly to the client.
  • Email details: Enter the client’s email address and subject line.
  • Template: Select a pre-written email template or write a custom message.
  • Insert Link: When writing a custom message, use the Insert button to place the unique link placeholder.

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2. Advanced Settings

Use this tab to configure technical constraints and user interface preferences.
  • Client ID: Enter a unique number or string to identify this specific verification in your internal records.
  • ** Session validity:** Select how long the verification link remains active (e.g., 12 hours). Once expired, the link will no longer work.
  • ** Language:** Pre-select the language for the verification interface (e.g., Lithuanian). The user can still adjust this during the process.
  • ** Custom theme:**
  • Toggle ON to apply specific branding.
  • Select the desired theme from the dropdown menu to match your brand identity.

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3. Referencing Options

Use this tab to add internal tags and identifiers for tracking and sorting verifications later.
  • ** External reference:** Input a custom value to link this session to your own database or CRM system.
  • Scan Ref list: Enter the Scan Ref code to link this session to a specific existing company verification.
  • ** Tags:** Add keywords to categorize the session.
  • Limits: Maximum 32 characters per tag. You can add up to 5 tags per session.

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Finalizing the Session

Once settings across all tabs are configured:
  1. Review: Ensure the workflow and validity settings are correct.
  2. Generate: Click the Create button at the bottom of the page.
  • If Send verification email was enabled, the email is sent immediately.
  • Otherwise, copy the Verification URL generated in the bottom toolbar and share it manually.