Sending a new invitation to an existing individual | Unity Onboarding

This article walks you through how to use the Unity Onboarding + KYC product, if you are looking for help for the Unity Client ID Verification product, please view the resources here. If you are looking for help for the Unity PMS product, please view the resources here. 

Sending a new invitation to an existing individual

This article discusses how to send a new journey invitation to an existing individual. You may use this option if the individual has already completed KYC/AML - Vendor and you would like to send them a Source of Funds journey. If you are looking to send a brand new invitation to a new individual, please click here.

To send a new invitation to an Individual that has already been created, simply select the ‘Quick actions’ button from within an ‘Individual’s’ profile, located at the top right hand side of the screen. 

Step One: From the drop down menu, select 'Create a journey' and click on the complete now button.

Step Two: The invitation wizard will open, allowing you to select a journey from the available list. 

Step Three: The next screen will display the title of the chosen journey and allow you the option of including a ‘Description’. Adding this will alter the title of the journey, but only per invite.  When you are ready to move on, click ‘Next’ at the bottom of the screen.  

Step Four: On this screen, you will be required to set the ‘Contact preference’ and by selecting the dropdown menu, you will be able to indicate how you wish the invitation to be sent. 

The options are as follows:

• Send an email and an SMS
• Send an email
• Send an SMS
• Don’t send an invite, I’ll complete the process myself. (Find out more about this option here)

Please note – either/both the email address and mobile number need to be input based on your selection.

Step Five: After the selection has been made, you will be able to select ‘Create Invite’ at the bottom of the screen.

 Step Six: An invitation has now been sent to your client to complete the requested journey!

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