> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.idenfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a KYB Session

> Generate a new business verification session link in the iDenfy dashboard with workflow, communication, and advanced configuration options.

The **Create session** page allows you to manually generate a new verification link. The configuration is divided into three tabs: **General**, **Advanced**, and **Referencing**.

### 1. General Settings

Use this tab to define the core verification flow and communication method.

* **Workflow:** Select the specific verification template for this session (e.g., Standard KYB, Sole Proprietorship).**Note:** To create or edit these templates, navigate to [**Business verification** → **Settings** → **Workflows**](/guides/dashboard/setup/setup-workflow-overview).
* **Send verification email:** **Toggle ON** to have the system email the link directly to the client.
* **Email details:** Enter the client's email address and subject line.
* **Template:** Select a pre-written email template or write a custom message.
* **Insert Link:** When writing a custom message, use the **Insert** button to place the unique link placeholder.

### 2. Advanced Settings

Use this tab to configure technical constraints and user interface preferences.

* **Client ID:** Enter a unique number or string to identify this specific verification in your internal records.
* **Session validity:** Select how long the verification link remains active (e.g., 12 hours). Once expired, the link will no longer work.
* **Remember session settings for next time:** Enable this checkbox to save the selected session validity and automatically apply it the next time you create a KYB session, so you don't need to re-select it manually each time.
* **Language:** Pre-select the language for the verification interface (e.g., Lithuanian). The user can still adjust this during the process.
* **Custom theme:**
* **Toggle ON** to apply specific branding.
* Select the desired theme from the dropdown menu to match your brand identity.

### 3. Referencing Options

Use this tab to add internal tags and identifiers for tracking and sorting verifications later.

* **External reference:** Input a custom value to link this session to your own database or CRM system.
* **Scan Ref list:** Enter the Scan Ref code(s) to link this session to existing identity verification(s). The same Scan Ref can be reused across multiple companies — for example, when the same person is a Director, Representative, or Beneficial Owner in several company structures — so they don't need to repeat identity verification each time.
* **Tags:** Add keywords to categorize the session.
* **Limits:** Maximum 32 characters per tag. You can add up to **5 tags** per session.

***

### Finalizing the Session

Once settings across all tabs are configured:

1. **Review:** Ensure the workflow and validity settings are correct.
2. **Generate:** Click the **Create** button at the bottom of the page.

* If **Send verification email** was enabled, the email is sent immediately.
* Otherwise, copy the **Verification URL** generated in the bottom toolbar and share it manually.


## Related topics

- [Create KYB Session](/kyb/generate-token.md)
- [Dynamic Workflows](/guides/dashboard/kyb/dynamic-workflows.md)
- [Bank Verification](/bank-verification/overview.md)
- [Retrieve KYB session info](/api-reference/kyb-token/retrieve-kyb-session-info.md)
- [Zapier Webhooks](/integrations/zapier-webhooks.md)