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CLIENTSYNC / WORKSPACE
Dashboard
Your applicants, documents and connected systems at a glance.
Onboarding KYC includes successful initial and approval-triggered syncs. Level filters apply to Sumsub; choose All levels and All successful syncs to include both sources.
Overview
Applicants synced successfully
Today · All sources
Unique applicants with a successful Sumsub or SignNow sync in this period. An applicant synced by both sources counts once. Daily bars count each applicant once per day. Skipped, failed and warning results are excluded.
System health
Sumsub / kDrive tag alerts
All linked applicants, independent of dashboard filters. Checks run after Sumsub syncs or when you select Check tags. Manual changes in kDrive appear on the next check.
Expected tags follow your Sumsub tag selections and mappings. Review tags and unrelated team labels are excluded. Checks never change tags, files or settings.
Loading tag checks…
Recent Activity
Successful Sync
Fetch current applicant names and email addresses from Sumsub.
Each applicant appears once, using their latest matching successful sync. Click a row to open its details. Drive checkmarks show files recorded for that sync, including files already saved. Date & time shows when the sync started; the selected date range uses when it finished.
Activity Log
Latest 6 entries from all sources in this date range; dashboard filters apply to the count, chart and applicant table above.
Sync or Import Clients
Queue one applicant or import a list of IDs. Existing applicant folders are reused.
Sync is stopped. You can queue applicants now; they will wait until you resume syncing.
Sync log
Saved activity for the applicant ID tags above. Open a row for details. Queued and running syncs update automatically while this page is open.
Add applicant ID tags above to view their activity.
All activity
Sumsub and SignNow in one place. Drive checks show files recorded for that sync, including already-saved files. Open a row for details.
Dates use the start of a sync or receipt of a SignNow event, in your local time zone.
Check applicant files
Compare Sumsub documents with storage, or compare the actual files in kDrive and Google Drive. Checks only read files and flag differences for review.
Storage results
Current Sumsub documents follow the applicant’s current sync rule. Previous uploads are also checked. Each issue shows the expected folder and file. A missing file may also mean its access permissions changed.
Initial configuration
The exact settings already in place when configuration history was introduced. This baseline stays unchanged.
Configuration changes
Review saved changes and restore an earlier version.
History covers saved settings in Integrations, Documents Sync and Folders Routing, plus Stop / Resume sync. Restoring keeps the current sync state, credentials and existing files. Server configuration and credential changes are not included.