WHMCS Services Forum

Installing Client Verification s very simple. The following steps will guide you through the process:

1) Upload the entire folder to your website - if you experience problems, try uploading in binary mode. However, do not upload the “upload” folder, just the files inside of it!
2) Login to admin area go to Configuration > System Settings > ADDON MODULES
3) In the Addons page you will see the Client Verification click activate then click configure to see the options

4) You can access your module at 'Addons' → Client Verification then you setup everything you need.
5) You can edit the email template Configuration > System Settings > Email Templates and you find 4 templates

WS Client verification - Account required
WS Client verification - Account verified
WS Client verification – Document not accepted
WS Client verification - Admin notification

6) More Data Security (Option)
We recommend moving data writeable directories to a non-public location to prevent web-based access.
Edit the config.php file and specify the path to the new location by adding a new line:
$ws_upload_folder = "new folder name";

Remember: After upgrading, your browser may still display cached versions of the previous files. So if you get any display issues or inconsistencies, always try clearing your cache first, both in your browser, and the WHMCS templates cache (templates_c folder files)

When you do a test make sure that you do not login as admin. Logout and test the module as a client