Create a Web flow in 5 minutes or less

Using Digital Identity Verification, you can create a flow in 5 minutes or less. A flow is a sequence of steps that you can use to interact or collect information from your users. You can create a flow to perform identity validations such as a user’s document identification, driver’s license, collect your user’s digital signature or other validations available in our Validators’ Suite.

It is important that after creating the final Flow, this mandatory step must be done. You have to generate a token and final link for each user to perform validations.

Note: If you have a free trial account or a different view than what you’ll find in the examples of this guide, please see Digital Identity Verification Flow guide.

Creating flows

In order to use a flow, you need to create a flow template. A flow template is a reusable flow that you can use in one of our integrations such as Web, iFrame or Webview. You can create a flow template using API or using the dashboard.

Create a flow template using the Digital Identity Verification Dashboard

To create a flow template 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. Click on the Create New Flow button.

   

3. Give a name to your flow template.
4. Select the communication channel you want to use to interact with your users in this case Web.
5. Click on the Continue button.

   

6. Select the template Blank Template.

   

7. Click on the Continue button.
8. In the tab Process 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.

   

   • Note: The Data Authorization block is required to start all web flows, as you must have the user’s authorization to use their personal data. For more information please refer to the Data Authorization guide.

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 Settings tab.

Configure the flow template using Web or iFrame

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

• 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 continue 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.

    

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

  

• Click the User Recovery button, to configure the message that you are going to send by WhatsApp to recover those users who abandoned. For more information about the configuration of this feature, please refer to the guide Activate User Recovery.

  

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:

Desktop Devices

Mobile Devices

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