Create your account

  • 1. Open https://business.dirolabs.com
  • 2. Signup to create a new Business Admin account for Sandbox
  • 3. Select country as demo / sandbox
  • How Diro works
  • 4. For production account - signup once again
  • 5. Select your country (not sandbox)

Request documents

  • 1. Go to Request Documents
  • 2. Choose what type of verification you need (from the 3 default buttons).
  • 3. Send request via email
  • 4. The user can click on the link in the email requesting the verification and simply take screenshots.
  • How Diro works
  • Create or configure your own buttons
  • To change the default behavior or create your new buttons please go to settings and choose the button you want to modify. You may use the same button on your website directly instead of inviting customers via email for higher security. It’s very simple to add this to your own customer web portal (see integration).

View documents

  • 1. You can access the document from the email notification you receive when a document gets submitted.
  • 2. When user completes verification the Admin will get an email notification.
  • 3. The admin can then click on the link in the email to view the document and accept or reject it.
OR
  • 1. You can login to the Business portal and go to the “View Documents”.
  • 2. The latest pending documents will come on the top.
  • 3. Once you click on the document it will open the customer account with all related documents.
  • How Diro works
  • Storing documents in private cloud
  • 1. Whenever you view any original PDF under the view documents, you may right click and choose to save the PDF locally.
  • 2. Or you may integrate the APIs to automate the process. (Xx)

Integration

  • Simply add buttons to your website or app for customer onboarding of any other customer facing workflows using simple JavaScript.
  • Using existing buttons
  • 1. Please go to the integration in the menu and go to the buttons tab
  • 2. Configure or create a new button
  • 3. Test the button
  • 4. Copy code from the button and use in your customer facing workflows
  • How Diro works
  • Integrating buttons using DIRO.js
  • Basic integration (recommended)
  • A simple button can be added by copy-pasting code from the button configuration screen. The code automatically creates the user and allows you to access the documents from the client portal.
  • How Diro works
  • Using capture button (with diro.js)
  • STEP 1 : Import the diro.js library
  • copy

  • STEP 2 : Integrate the button
  • copy

  • A. JSON in above sample format
  • See JSON format below. *Blue keys are compulsory Functionality of keys marked with ** will be updated soon.
  • copy

  • B. callback function
  • Example
  • copy

  • Using Advanced APIs (optional)
  • Best used for
  • A simple button can be added by copy-pasting code from the button configuration screen. The code automatically creates the user and allows you to access the documents from the client portal.
  • 1. Customer account creation
  • 2. Document fetching – on-premise storage
  • 3. Notifications

Testing and going live

  • 1. Please use the sandbox login to test your integrations
  • 2. The only difference between production and sandbox is that the documents get deleted automatically in 30 days.
  • How Diro works
  • Going live in production
  • Please create your production account. It will have separate keys for your verification buttons, APIs and access tokens.