A complete guide to use VerifyD

Go to verifyd.org. Go to Login button. Enter your Login details. Now, Select your organization and then select your persona.

Now, you will have access to a dashboard with relevant information and features as you can see in image given below. 

SETTINGS SECTION

What is the purpose of tags ?

Tags serve as a means to categorize and structure documents effectively. Within the platform, you have the flexibility to employ letterheads for various purposes, such as crafting recommendation letters, offer letters, acceptance letters, employment letters, experience letters, and more. You can also customize your tags to align with your specific requirements and preferences.

How to create tags?

Step1: Click on Tags

Step2: Write tag name

Step3: Click on Add button

Note: If you've previously established tags, you'll find a comprehensive list of those existing tags. Additionally, you'll encounter a designated text box where you can effortlessly generate a new tag. For instance, when creating a new tag, such as "Offer Letter," you can simply input the desired name.  

Letterhead design

Before you create a letterhead, the initial step is designing the header. This is a one-time task unless you decide to modify your letterhead's design later. Once the design is complete, it must be saved, ensuring that it consistently appears at the top of each new document you create. 

Below the image, you can see the letterhead design that has already been created.

 DOCUMENTS SECTION

New

To start a new document, please follow these steps:

Navigate to the "New" section.

In this section, you will encounter three fields:

• Document Title: Enter a title for your document.

• Issued To: Select the recipient or addressee from the dropdown list. This list is populated from the tags you previously created.

• Document Type: Choose the appropriate document type from the dropdown list. The available options are derived from the tags you've established.

• Allow Anonymous Access : Select 1 year 

• Expire : Choose expire time of document. 

Once you've filled out these fields, you can proceed with creating your document.

After creating a document in VerifyD, it's important to save it so that you can access it at any time in the future. If you exit the Verifyd platform without saving your work, you risk losing all the content you've added to the letterhead. Saving your document ensures that your work is preserved and can be retrieved and update whenever needed.

Once your document is in its final form and you're ready to make it official, you can choose to publish it. When a document is published, it gets stored on a blockchain, making it immutable and ensuring that it cannot be deleted or altered. This provides a secure and tamper-proof record of the documents.

In-Progress

If you've previously saved your work and wish to continue editing a document, you can easily do so by accessing the "In-Progress" section. In this section, you'll find a list of documents that are currently being worked on, allowing you to pick up where you left off and continue your editing or drafting process. 

In the provided image, there is one document that is currently in progress.

Published

In the "Published" section, you can access a list of all the documents that have been published. This list typically includes details such as the recipient of the document, the title of the document, the entity or individual who issued the document, and the date and time when the document was issued. This information helps you easily track and reference your published documents. 

In the given image, you can observe list of documents that has been issued.

Inbound

Inbound documents refer to the documents that have been received and verified by you. In this section, you can view a record of which documents were accessed by whom and when they were accessed. This provides a clear log of document interactions and access history. 

NOTIFICATIONS SECTION

Viewed by third party 

The "Viewed by Third Party" section is where you can monitor and track access to the documents you have issued. It allows you to keep a record of who has accessed the documents you issued, helping you maintain control and oversight of your document interactions. 

DOCUMENT URL SECTION

The "Document URL" section serves as a tool for verifying the authenticity of a document. By entering the URL provided at the bottom of a letterhead, you can access comprehensive details about the document, including when it was issued, the recipient, the authorizing party, and the exact content of the document. This feature helps ensure the integrity and credibility of the document.