Define Your Workflow
A workflow is a series of verification steps triggered by returned authentication results. By default, each new workflow includes Document Authentication (Doc Auth) only.
You can enhance your workflow with additional actions:
DMV Checks (paid add-on)
Alerts
Do Not Sell List
Upcoming features: OFAC screening, insurance verification, income verification
Note: Some upcoming and advanced features may also require a paid subscription or add-on.
Add a Workflow
Log in to https://app.palidin.net
Note: Admin-level access is required to view the Flows tab.
Click the Gear icon in the top-right corner.
Select the Flows tab.
Select Create New Flow
Choose either Pre-configured Templates or Start from Scratch.
Build a Custom Workflow (Start From Scratch)
Starting from scratch lets you define custom actions for each possible result:
A. Add Document Authentication
Click Add Actions > Doc Auth.
Choose whether to:
Return Only the Result
Click Add Action
Select the result to handle (e.g., Pass)
End the action path with Result
Customize Workflow Based on Results
Click Add Action
Select your next action (e.g., DMV Check)
Assign actions for each result type (e.g., Pass → skip DMV; Fail → run DMV)
End each path with Result
B. Add Alerts
Alerts notify you whenever a specific result is returned (e.g., Failed).
Click Add Alert.
Enter an Alert Name and Description.
Choose delivery methods:
Email
SMS
In-app notification
Save and Activate
Once you’ve defined all actions and alerts:
Review each action path to ensure it ends with a Result.
Click Save Flow.
Toggle Activate to turn your workflow on.
Set the Default Flow for your account
Select the flow you wish to have as default.
Click on "Edit", check the box for "Is Default" and click on "Save"
Learn More: How Workflows Function in Desktop
To see how workflows are applied in the PALIDIN Desktop app, check out this article:
👉 How Workflows Function in Desktop
If you have questions, please contact support by:
Using chat feature at the bottom right of page
Calling 800.883.8822
Emailing [email protected]
Monday-Friday, 7AM - 5PM PST