Request Update
To send a request for additional information to a client:- Go to the Dashboard → Business Verifications → Verifications.
- Select the company name you wish to update → Request Information.
- Select the fields you want the client to revise. You must add the recipient’s email address and include a Revision Request reason.
- Press Request Update.
If you do not wish to update all editable fields, you still need to open the relevant sections individually.
Configuring the Update Request
You can choose to allow editing for the entire verification form, or select specific categories:| Editable Category | Selection Options | Additional Information |
|---|---|---|
| Allow to edit all | A single switch that grants the client access to all business verification fields. | Use if the verification is largely outdated. |
| Request company information modifications | Select specific Fields and Documents to be updated (e.g., Company name, Registration number, Certificate of Incorporation). You can designate each item as Optional or Required. | Include a Relevant to client request notes explaining why the changes are needed (e.g., “Please edit your company name and upload the updated Certificate.”). |
| Allow to edit Director information | Allow editing of the whole Director page. You cannot select individual fields, as there may be multiple Directors. | Include specific instructions in the Relevant to director information request notes (e.g., “Please update John’s email address.”). |
| Allow to edit Representative information | Allow editing of the whole Representative page. | Include specific notes explaining the required changes. |
| Allow to edit Shareholders’ information | Allow editing of the whole Shareholder page. | Include specific notes explaining the required changes. |
| Add additional questionnaire or questions | Choose one of three ways: 1. Request the client to update an existing questionnaire. 2. Ask them to answer a new single question. 3. Add a completely new questionnaire for them to complete. | Include Relevant notes to guide the client on the new questions/forms. |
| Request validity duration (days) | Sets how long the unique link will remain active. | Recommended: Adjust the session validation period (optional). |
| Follow-up reminder | Automates reminder emails if the client hasn’t submitted the form. | Remind client after (days): Choose when to send the reminder. |
| Email Address | The recipient’s email. | Ensure the proper client’s email is prefilled. |
| Select email template | Choose a pre-made email text. | Optional. |
| Email subject | Write a clear subject line. | Mandatory if no template is selected. |
| Add recipients to CC | Add colleagues or other relevant parties to the notification email. | Optional. |
| Message to client | The main body of the email. | Enter clear and informative content. |
| Add revision request link | CRUCIAL STEP: Inserts the required link tag. | Click the button to add {{session_url}}. Without this link, the client cannot submit the details. |
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