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Add Identification

Trustworks now gives you the ability to add identification to individuals. Once you have logged into Trustworks, select the trust and click on Associated Parties.  

Left click on the person you want to change. On the right, left click - Select Add Identification

Type of identification

  • Drivers License
  • Passport
  • Address Verification
  • State issued ID card
  • Other form of identification
Supporting Details
  • Issue Date
  • Issue number (Passport No.) etc.
  • Sighted in Office etc 
Expiration Date 
 
Supporting Files - You can upload copies of the identification to keep on file 
 
Once you have finished updating the individuals identification can be easily seen by left clicking on the person. 
 
 
To see the uploaded copies of the documents, click on the following
 
 
This will display a pop up window with the uploaded of the document.
 
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