Files are used to setup and organize your client ID verifications. Files names are all listed on the left-hand column of the Files tab (more information on general navigation linked here) The following instructions will outline how to manage an existing file.
Editing Files: To edit the File Name or File Number, or to change the protected status of the file, select the edit icon when the file you want to edit is selected, and then choose the Edit option. A popup will appear, allowing you to change the basic file information. Once you have made your desired changes, select Save. The updated file information will be reflected throughout the portal.
Cancelling Files: If you created a file that you no longer require, you can cancel the file at any time after you have opened the file. To cancel a file:
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Select the edit icon when the file you want to cancel is selected, and then choose the Cancel option.
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Cancelling a file changes the file status to Cancelled and prevents future file status updates so that you know there is no further action required on that file.
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File statuses are explained in greater detail in the Understanding File Statuses section later in this article.
Closing Files: If you have successfully verified all the clients associated with a file and the file is ready to be closed, you can close the file by selecting the edit icon when the file you want to close is selected, and then choose the **Close** option. Closing a file changes the file status to **Closed** and prevents future file status updates so that you know there is no further action required on that file. Note: you can only close a file if all clients associated with that file have been successfully verified
Reopening Files: If you want to reopen a file you previously cancelled or closed, you can reopen the file at any time. To reopen a file, select the edit icon when the file you want to reopen is selected, and then choose the Reopen option. Reopening a file restores the file status and allows future file status updates to occur on this file. File statuses are explained in greater detail in the Understanding File Statuses section later in this article.