After a Lead/Customer record has been saved, you can send/resend the customer a CV form or other type of customer form by opening the 'Customer Verification' section on the right of the customer's profile page. You can also preview the form, and, after the form is returned by the customer, can view the completed/signed form:

Use the blue buttons to send customer forms to customers for signing/submission. Customers will receive a form link via both text and email. No need to worry about duplicate form submissions: if the customer completes the form via one link (for example, text) and then tries to access it via another link (for example, email), the link accessed the second time will be expired.

Customer forms can be customized to meet your needs, but here is an example of what one might look like (please note the option to upload photos for verification, as well as required fields, CC information entry, etc): 

If your instance is configured to do so, then when a customer submits a Customer Form successfully, their status can automatically be changed to reflect. In addition, if the customer submits a customer form such as a Customer Verification form that is incomplete or reports some error, they will be automatically added to the Follow Ups/Quality Control list. For more information on the Follow Ups/QC list, please see help category 'Quality Control/Follow Ups.' 

Note: If you want to control which users in your instance have the ability to see/send Customer Verification forms, let FastGem support know to update Advanced Permissions in your instance's Options.  

For further questions concerning Customer Forms, please contact FastGem support at (504) 298-4767 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.. 

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