Identity Document Types

This feature provides a login method for the Call Center (CC) based on document type and number.

Additionally, this functionality is available during the creation of any "Party" type within the Call Center.

How to Create and Edit an Identity Document Type

From the Reference Data > Identity Document Types List in the Back Office (BO), a list of all Identity Document Types can be accessed:

To create a new one, select the Identity Document Type . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed:

  • Name: A text field for the name of the identity document type (e.g., Passport, National ID).

  • Country: A dropdown menu to select the country to which this document type belongs.

The following steps should be followed to edit an Identity Document Type

  • Reference Data -> Identity Document Types List

  • Select a row and press Identity Document Type . View

  • Click on Edit Identity Document Type

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