Certify.me User ManualUser Guides

Registration Workflow Configuration

This section allows the user to define the checkpoints/rules to configure a new workflow or to edit an existing workflow.

For each new configuration, a unique ‘Workflow Name’ has to be given and a member type has to be selected form the drop-down.

Refer the individual section of each checkpoint settings to understand how these can be utilized in different scenarios.

Note: Member type can be define under the Configuration–> Member Type


Use the respective (+) symbol icon to make the changes in the following.

Registration Notification Content
Member Information
Face scanning
Questionnaire
Agreements
Confirmation
Open Registration Link
QR code expiration

Click on Save button to save the new workflow.