Dazos

Currently, attaching a document requires completing the lead creation process first, then accessing the lead record to upload files.

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 the 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 the 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

Overview

This guide explains how BD reps can attach documents, such as insurance ID cards, when submitting new leads through the iVerify mobile app.

How to Attach Documents to New Leads on Mobile (iVerify) (CRM)

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How to Attach Documents to New Leads on Mobile (iVerify) (CRM)

Before You Begin

Steps to Attach Documents to New Leads

Expected Result

Important Notes

Related Resources