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Create orders directly in the Truv Dashboard. No API integration required. Enter the user’s details, select a product, and Truv sends an email or SMS with a link to complete verification.
Providing both email and phone maximizes success rates. High-intent users complete over 50% of verifications within 2 hours.

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Create an order

  1. Go to Activity > Orders in the Dashboard and click Create Order
Dashboard - Orders
  1. Select the product type (income, employment, assets)
  2. Enter applicant details. First and last name are required.
  3. Choose how to reach the user: send via email, SMS, or generate a shareable link
Dashboard - Create an order
  1. Click Create. Truv sends the notification automatically.

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Required fields

If both email and phone are left blank, Truv cannot send notifications. Retrieve the verification link from the order details and share it manually.

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Track order status

After creating an order, track its progress directly in the Dashboard. The order card shows the current status, notification history, and connection results.
Subscribe to email alerts for order status changes in Settings > Notifications to get notified when orders complete or fail without checking the Dashboard.

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Set expiration and reminders

The default expiration window is 72 hours, configurable from 1 day to 12 weeks. Expiration periods do not count weekends. Configure expiration and automatic reminders in the Dashboard under Customization.

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View results

Once the user completes verification:
  1. Open the order in Activity > Orders
  2. View employer data, income, and employment details
  3. Download PDF reports for each verified employer
  4. Export data as needed
Dashboard - Order details

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Next steps

Manage Orders

Filter, search, and export order data

CSV Upload

Create orders in bulk via CSV

Dashboard

Full Dashboard overview and backend integration