Dazos

Ensure you have the iVerify mobile app installed and are logged in

Have the document/photo ready on your mobile device

Complete permissions to create leads and access Intake Opportunities

- Ensure you have the iVerify mobile app installed and are logged in
- Have the document/photo ready on your mobile device
- Complete permissions to create leads and access Intake Opportunities

Submit the New Lead Use the "Submit New Lead" feature in iVerify to create your lead with all required information

Access Intake Opportunities Navigate to the Intake Opportunities section in the app

Find Your Lead Locate the lead record you just created

Open the Documents Section Tap on the lead record and navigate to the "Documents" page

Upload Your Document Use the upload function to attach your document or photo (such as an insurance ID card)

1. Submit the New Lead Use the "Submit New Lead" feature in iVerify to create your lead with all required information
2. Access Intake Opportunities Navigate to the Intake Opportunities section in the app
3. Find Your Lead Locate the lead record you just created
4. Open the Documents Section Tap on the lead record and navigate to the "Documents" page
5. Upload Your Document Use the upload function to attach your document or photo (such as an insurance ID card)

Your document will be successfully attached to the lead record and available for review by the intake team.

⚠️ Current Limitation: Documents cannot be uploaded directly during the initial lead submission process. The multi-step process described above is currently the only method available.

💡 Feature Request: A feature request has been submitted to add document upload capability directly to the "Submit New Lead" screen to streamline this workflow.

Contact support if you encounter issues with document uploads

Speak with your administrator about mobile app permissions if you cannot access Intake Opportunities

- Contact support if you encounter issues with document uploads
- Speak with your administrator about mobile app permissions if you cannot access Intake Opportunities

Learn how BD reps can attach documents, like insurance ID cards, to new leads in the iVerify mobile app. You must complete the lead creation process first, then access the new lead record to upload your files.

Document Upload Workflow on Mobile (CRM)

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Document Upload Workflow on Mobile (CRM)

Before You Begin

Steps to Attach Documents to New Leads

Expected Result

Important Notes

Related Resources