Quick Start Process Definitions

Introduction

This guide covers the required steps to setup up a Process Definition using the US Template R template.

Create a Process Definition

The first step involves creating a Process Definition using the US Template R template.

1. Navigate to the Process Definitions page found on the left-side vertical menu.
2. Click the blue plus button to create a new Process Definition.
3. From the list of options presented, select the US Template R template.

Click the US Template R button to select the template.

4. Enter the name and description from the text fields provided.
5. Click the Save & Deploy button to create and activate the Process Definition.
6. Once the Process Definition has been created, search the name using the search bar.

7. Click the arrow highlighted in red to reveal Token information. A token is used to share your process definition with the end user.
8. Click the Token Key under the Actions column button to reveal a pop-up modal that will allow you to create a new token for your Process Definition.

9. Copy and save the URL and token values for integration with your mobile or browser application.

10. The token and URL will redirect the end-user to the TrustX page where they can begin their Identity Verification process.