Create a Web flow in 5 minutes or less

A flow is a sequence of steps that you can use to validate the identity of your users. You can create a flow to perform identity validations such as a user’s document identification, collect your user’s digital signature or other validations available in our validation suite.

Note: If you have a free trial account please see Digital Identity Verification Flow guide.

Creating a flow

To create a flow using the Digital Identity Verification dashboard, follow these steps:

1. Once you are in our product dashboard, click the Open button in the Digital Identity Verification product.
2. Select My Flows.
3. Click on the Create New Flow button.

   

4. Give a name to your flow.
5. Select the comunication channel you want to use to interact with your users.
6. Click on the Continue button.

   

7. Select the template Blank Template.

   

8. Click on the Continue button.
9. In the tab Flow creation add the steps you want to use in your flow considering your use case using our drag & drop flowbuilder’s steps. For example, you can add a step to data authorization or steps to perform the validations like document ID, face match, email or phone number.

Saving your flow template

Once you have created and configured your flow template, you can:

• Save it as a draft (option save without publishing)
• Save the template and publish it
• Save the template as a copy
• Test the flow template

Once you have save the flow , the Flow ID is generated. You can see it in My Flows:

Configuring your flow template

Configure your flow using the Configuration tab.

Configure the flow template using Web or iFrame

In the event you selected a the communication channel Web, iFrame and Web App a window like the following will open where you can configure the flow.

• Click the Brand theme button, to configure your flow’s look and feel.

• Click the Flow config button, to configure the flow’s behavior. You can enable the following option:

  • That the identity process continues on a desktop PC.
  • That the user can continues the flow on a new device.
  • Allow native camera.

Finally, you can set the expiration time of the identity process. the default expiration time is 2 hours and the maximum is 1 day.The identity process expiration time can be set in this tab.

For a detailed configuration see the guide Customize Web Flow

Testing the flow template

Once you have configured your flow template, you can test it using the browser. To do this, follow these steps:

• First save and publishing
• Click the Test conversation button in the upper right side of the screen
• Insert URL to redirect after user finish the flow
• Click the continue button

• Copy the autogenerated link and paste it in a new tab in your browser or
• Click the Open preview button

NOTE: The identity process expiration time has a shelf life of 15 min by default.

Web Integration the flow template

To integrate the flow template, you need to generate a token and a final link for each user to perform validations. You can see all the information in this guide

Get Results of process

• You can get the process (or flow) results with a query to the truora’s API or from the dashboard. For more information, please see Guide to Get Results.
• To get process (or Web flow) result automatically, you must subscribe webhooks. For more information, please see Webhooks guide.

Browser compatibility

The table below lists the minimum versions of web browsers which are supported on:

Computers

Mobile phones

*Some versions may have restrictions, so if you have any questions, please ask us.