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How do I resend a KYC/VOI link to a client?

Resend a verification link in seconds - no new request needed, even if the link has expired.

You can resend a verification link from the individual's record - no new request is needed, even if the original has expired.

  1. Open the individual's record and go to the Identity tab.
  2. Select the Resend button on the right-hand side. Resend delivers by SMS only.

How do I resend by email?

Use the Update button instead - it lets you resend to the client's email address (and change details at the same time if needed).

The link has expired or shows as Abandoned

Still resendable - an expired link shows as Abandoned and the same Resend button works. No new request needed.

I need to change the details first (wrong number, wrong email, reference name)

Use Update VOI to change and resend the details - including the reference name, mobile number and email address.

How do I send a reminder instead?

The platform reminds clients automatically - 3 reminders, sent 2 days apart. To prompt them sooner, use Resend.

How long do links stay valid?

28 days. See How long does a KYC/VOI link stay valid?

Further reading: Updating Individuals Information and Managing Outstanding KYCs