TLDR: After signing into the Thirdfort app, clients should see their assigned transaction and tasks. If a client cannot see a transaction, verify the phone number used matches the one the transaction was set up with. If the number is correct but issues persist, contact Thirdfort Support. Tasks appear sequentially as previous ones are completed, and skipped tasks cannot be revisited.
Accessing a Thirdfort transaction or tasks
After signing in to the Thirdfort app, your client should automatically see the transaction you have set up for them, and then be able to access their assigned tasks.
My client cannot see a transaction
If your client cannot see a transaction, please double-check the number this was set up to originally. If your client has signed in with a different phone number, or the number the transaction was set up to is incorrect, they will be unable to access the transaction.
My client's number is correct
If your client's number is correct and they still cannot see any transactions, we recommend they contact our Support Team directly, who can run through additional troubleshooting with them.
My client cannot see a task
As your client completes their tasks, this will then cause other tasks to be displayed. For instance, your client will only see the proof of address task after completing the task to provide their address.
If your client has chosen to skip any tasks, these will also be removed from their task list and they will be unable to return to them.
This article is based on accessing Thirdfort directly via our portal. If you access Thirdfort via a partner or reseller, functionality may differ.