Creating & Managing Orders
      Back to home
      1. Truv Help Center
      2. Orders
      3. Creating & Managing Orders

      Using the ‘Upload order’ function in the Dashboard

      Using the "Upload Order" function in the Truv Dashboard streamlines bulk order creation, saves time, reduces manual entry errors, and enhances efficiency by allowing multiple verification requests to be processed at once.

      To efficiently create multiple verification orders simultaneously in the Truv Dashboard, utilize the "Upload Order" feature by following these steps:

      1. Access the Orders Section:

        • Log in to your Truv Dashboard.
        • Navigate to the Orders section.

      2. Initiate the Upload Process:

        • Click on the "Upload Order" button.

      3. Select Product Type and Template:

        • Choose the desired Product Type from the dropdown menu.
        • If applicable, select a corresponding Template.

      4. Download and Complete the Sample CSV:

        • Download the provided sample CSV file.
        • Fill in the required order details for each borrower, ensuring accuracy to prevent errors during the upload.

      5. Upload the Completed CSV:

        • Return to the Dashboard.
        • Drag and drop the completed CSV file into the upload area or click "Choose File" to select it manually.

      6. Review and Submit:

        • The system will prompt you if any mandatory fields are missing or contain errors.
        • Once all information is correctly entered, submit the orders for processing.

      By following these steps, you can streamline the creation of multiple verification orders, enhancing operational efficiency.