Exporting to PDF

Exporting to PDF

Once a journey has been sent to and completed by your client, you will be able to export the individual's checks and results to PDF. We offer two ways of downloading the checks to PDF:

        Option 1: Downloading all the checks together if a journey was sent to the client.

        Option 2: Downloading separate PDF's for each individual check. You will need to use this                                     method if you have ran separate manual checks.

Option 1: Downloading a PDF if a journey was sent to the individual

1. First, access the individual’s profile and click on the ‘Quick Actions' button in the top right hand corner of an individuals profile. 

2. Once you have clicked on ‘Quick Actions’, select ‘Export Identity Check Report’. Then, click on ‘Complete now’ to continue.

3. You will need to select the process you wish to download before continuing. Once you have made your selection, you will then have the option by way of a toggle to ‘Use most recent checks’. Please note, this option is most useful if you have an individual who has carried out more than one check as it will only refer to the most recent check. When you are happy with your selection, click ‘Next’ to continue.

4. Next, a contents list will appear, allowing you to choose the sections you wish to include within the PDF export. If you would rather all sections be included, switch the ‘Select all’ toggle to the on position. Once you are satisfied with your choice, click the 'Export PDF' button.

5. Your newly PDF will appear in a screen, whereby you can either 'Download PDF' or 'Save'.

Option 2: Downloading manual checks PDF's

If you have not issued the individual a journey, and have only completed manual checks such as uploading an Identity Document, you will have to download each check individually. You are unable to download the separate manual checks together.

1. To download the PDF, click into the check you wish to download into PDF from the individuals profile.

2. Click the 'View PDF' button and you will then be able to save or download the PDF.

FAQ's

If you issued a journey to your client, and then re-ran a data check such as the Address & Mortality, will the new check appear in the PDF?

If you click 'use most recent checks', the new data check results will appear in the PDF.

If you issued a journey to your client, and also ran a separate new data check such as Proof of Ownership, will this appear in the PDF?

If you click 'use most recent checks', the Proof of Ownership results will also appear in the PDF alongside the journey.

Is there an option to download Open Banking results?

You currently cannot download Open Banking results into PDF.

Can you download results from an Identity | Address | International Screening and Source of Funds into one PDF?

Yes, when selecting processes, click 'Identity | Address | International Screening', and click 'use most recent checks'. Source of Funds will then also appear in this PDF.

Got any questions?

 If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

We are committed to continually improving our support resources for you. We would greatly appreciate your feedback below to help us enhance your experience.