Answered Integrations

Client Identification Into Practifi

Hello,

A challenge we have is getting Client Identification into Practifi. right now we are using Secure email and having clients take picture of their ID's, then cropping them, and then uploading them to Reference Documents.

We would like to be able to integrate programs like Jumio or other programs that clients can scan a QR code with their computer, go to a link, and be able to directly upload to that software, and then the information is transferred over to Practifi. This would save a lot of time and frustration. 

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  • Official comment

    Hi Johnny,

    There are tools available on SF app exchange such as Onfido, which are built into SF for the exact purpose. These tools should be easy to download and use with your Practifi experience. Please reach out to your CSM Jay if you have further questions.

     

    Thanks,

    -Ankesh

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