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The Business Verification Setup Guide provides step-by-step instructions for configuring your dashboard to match your Business Verification needs. Follow the instructions on each page to customize your setup and access the insights you need.

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Business Verification Setup Guide Navigation

The Custom Rules Setup page provides tools to help you automate your business processes. It also includes guidance on setting up a blocklist, allowing you to choose whether to take no action, flag or even block specific companies. The Questionnaire Template Setup page allows you to create custom questionnaires with all the necessary questions needed to meet regulatory requirements or support your internal verification processes. Email Template Setup page enables you to create custom email templates to simplify your business flow.  The Configurations Setup page provides guidance on setting up additional settings and selecting which options you want displayed. The Know Your Business Custom Flow page outlines the steps to create a tailored business flow for performing Business Verifications.