acceptable or have a reminder in place to update this password as needed to ensure this integration’s service will not be interrupted. Note: Username and Password will need to be entered on the CertifID portal in the integration” “ResWare step to ensure the documents are returned on the file’s Documents panel. Create new document types Admin/Documents and Templates/Document Types CertifID will return one of the following document types for each wire that is sent for verification: Wire Information CertifID, Wire Information ID Failed, or Wire Information Rejected. These new document – – – types need to be added to ResWare. Click Add. Enter the Document Type as Wire Information CertifID. – Enable Force a Default Document Name and enter as the same as the Document Type. Click Save. Repeat the above steps for Wire Information ID Failed and Wire Information Rejected. – – Make note of the DocumentTypeIDs to map on the CertifID portal. If this column is not visible, right click in the grid, click Show, then select DocumentTypeID. Note: DocumentTypeIDs will need to be entered on the CertifID portal in the integration” step . “ResWare CertifID basic administration – ResWare integration Log into CertifID’s portal at using the email and password provided by CertifID. Note: Login must be from an admin account. Click the drop-down in top right corner to select Integrations. Connect.
acceptable or have a reminder in place to update this password as needed to ensure this integration’s service will not be interrupted. Note: Username and Password will need to be entered on the CertifID portal in the “ResWare integration” step to ensure the documents are returned on the file’s Documents panel. Create new document types Admin/Documents and Templates/Document Types CertifID will return one of the following document types for each wire that is sent for verification: Wire Information – CertifID, Wire Information – ID Failed, or Wire Information – Rejected. These new document types need to be added to ResWare. Click Add. Enter the Document Type as Wire Information – CertifID. Enable Force a Default Document Name and enter as the same as the Document Type. Click Save. Repeat the above steps for Wire Information – ID Failed and Wire Information – Rejected. Make note of the DocumentTypeIDs to map on the CertifID portal. If this column is not visible, right click in the grid, click Show, then select DocumentTypeID. Note: DocumentTypeIDs will need to be entered on the CertifID portal in the “ResWare integration” step . CertifID – basic administration ResWare integration Log into CertifID’s portal at using the email and password provided by CertifID. Note: Login must be from an admin account. Click the drop-down in top right corner to select Integrations. Connect.
CertifID.docx