Manage Orders

The Orders dashboard provides a centralized view of all verification orders, whether created manually, via CSV, or through the API. Filter, search, and export to manage your verification pipeline.

---

​

Filter orders

Narrow the orders table using these filters:

---

​

Search orders

Search across multiple fields to find specific orders:

---

​

Export orders

Export filtered order data as a CSV file.

1. Apply your desired filters
2. Click Export CSV
3. The file downloads with all visible columns

---

​

Customize columns

Control which columns appear in the orders table.

1. Click Edit Columns above the table
2. Toggle columns on or off
3. Drag to reorder columns

Available columns include order ID, applicant name, status, product type, employer, creation date, completion date, source, creator, loan number, and custom fields.

---

​

Order statuses

---

​

Expiration & reminders

​

Expiration

The default expiration window is 72 hours, configurable in your account settings from 1 day to 12 weeks.

​

Automatic reminders

Truv automatically sends an initial notification and up to three reminders via email and/or SMS. Each reminder includes the original order link. Reminders are distributed evenly from order creation until expiration. Once an order reaches a terminal status (completed, canceled, expired), reminders stop. Order expiration periods exclude weekends, but reminders continue being sent during weekends. Customize expiration times and reminder schedules in the Truv Dashboard.

---

​

Cancel an order

Cancel an active order from the Dashboard when it’s no longer needed. Open the order and click Cancel. If the order is partially completed, previously verified data remains accessible.

---

​

Next steps