When you login to the Treefort portal, the first thing you will notice is the below navigation bar that runs along the top of the application:
The following tabs are options to choose from on the navigation bar:
Files: The Files tab is considered the Treefort home screen and what you see immediately upon logging into the portal. Files are used to organize your client ID Verifications, as well as to assign costs that are incurred through use of your Treefort portal (e.g., costs incurred for initiating an ID verification with a client) to a file for your internal billing or tracking purposes.
All existing files for your organization will appear in the left-hand column, and the currently selected file will appear on the right-hand side of the screen when selected. You can navigate to a new file by selecting it from the left-hand column.
By default, only files that you have created will appear in the left-hand column and will be available to select, search, and filter. To view all files created by any team member at your organization, toggle the Show Only My Files toggle button. By toggling this option, you can switch between having only files that you have created or files that any team member at your organization has created available for viewing and selection from the left-hand column.
You can search for a file using the File Name or File Number by typing into the search bar and selecting Search. Any files matching your search will appear in the left-hand column and can be selected. You can also filter files according to File Status and Date Range by using the Advanced Search.
ID Verifications: The ID verifications tab is the second option on the navigation bar. This tab will show you a complete list of all initiated ID verifications, as well as their statuses. By default, only ID verifications that you have initiated will appear on this tab and will be available to view and download available reports. To view all ID verifications initiated by any team member at your organization, toggle the Show only my ID Verifications toggle button. By toggling this option, you can switch between having only the IDVs that you have initiated or IDVs that any team member at your organization has initiated available for viewing and report downloading.
Report: The report tab is the third option on the navigation bar. This tab is only accessible to the team members from your organization who are assigned the Administrator or Accounting role. This tab will allow Administrators and Accounting users access to client and user billing reports for accounting purposes.
Help Desk: The help desk is the fourth option on the navigation bar. When selected, a new tab will open which will direct you to our comprehensive help center, which will provide you with access to our Knowledge Base, FAQ's & Videos.
Settings Icon (only accessible to Administrators): This is the icon that follows the notification bell on the right side of the navigation bar. If you are not an Administrator, this will not appear on your navigation bar.
Your Name: On the far right-hand side of the navigation bar is your name. When selected you can edit your own profile settings or logout of the Treefort portal.
More information on editing your profile can be found here. Please Note: While editing your profile, it is particularly important that your profile reflects the correct Jurisdiction for your organization. For example, if you practice law in Ontario, your jurisdiction should be set to the Law Society of Ontario. The Treefort report that you will receive upon ID Verifications being completed, will reference certain legislation that is dependent on the jurisdiction selected on your profile.