Setting up your Individual Client Portal

valid8Me offers a convenient way to upload your documents through the desktop Client Portal. In this section, we will guide you through the steps of setting up your Client Portal and uploading individual documents.

If you have received an email from a company asking you to connect, you will find options to share your documents below the request. To proceed, click on "Use on desktop Web App" as shown in the image below:

You will now be prompted to create your digital identity vault via the Client Portal. If you accept the end user terms & conditions, click on "I have read and accepted" and enter the password you wish to use.

Confirm your email address by entering the security code that you received via email before the time elapses.

You will then be automatically logged into your account:

After successfully logging in to your Client Portal, you will be guided through a series of Registration Steps that need to be completed. Let's take a look at an example for an Individual Client:

• Complete Liveness Detection
• Take a Profile Photo
• Take a Picture of Your ID
• Verify your Phone Number

Once you have completed the initial tasks for the account setup, you can now move on to accepting the connection request from the onboarding company and share your documents. If you are not prompted as part of the Profile Setup steps then the connection request can be found under Actions:

Select the Pending icon to upload your documents and select Consent once you are happy to move forward:

You have now set up your Client Portal, uploaded documents, and accepted a connection request.

Here is a step-by-step guide on the process: