Skipping Tasks

On occasion, you may see that your client has skipped a task you have assigned for them to complete. If your client skips a task within the Thirdfort app, this will show on the finalised Thirdfort report as 'declined to complete activity'. 

Why can clients skip tasks?

A key element of the Thirdfort app is the client's ability to skip any tasks that do not apply to them. This is integral to our service, as a client must have a way through a task if they're unable to complete it. This also ensures that you are able to receive a completed report if a task has been assigned in error for a client. 

Why do clients skip tasks?

A client will likely skip a task in the app if they are unsure why it has been sent to them or think it might be unrelated. This is why it's best that clients go into their verification with a full understanding of what is required from them, and how each section of the app journey relates to their transaction. 

Which tasks can be skipped?

Your client can skip the following tasks within the app:

• Enhanced NFC ID (your client will then be given the original ID task, which cannot be skipped)
• Proof of address
• Proof of ownership
• Bank statements via open banking or manual document upload
• Source of funds (if your client has been set the giftor source of funds task but selects in the app that they are not a giftor this will be automatically skipped for them.)

This article is based on accessing Thirdfort directly via our portal. If you access Thirdfort via a partner or reseller, functionality may differ.