Testing RemotePhoto - Start to Finish

You've recently logged into your RemotePhoto account, and you want to test out the application from start to finish. This article will explain the steps you need to take in order to do just that. Below is a checklist to keep you on track. These nine steps will let you see RemotePhoto from both the cardholder and admin points of view.

Click here for a step-by-step video walkthrough of the RemotePhoto process.

The Checklist

Logging in to CloudCard
Create a new user
Click the "upload photo" link in the welcome email
Submit photo and Gov. Issued ID (if applicable)
Deny photo
Look at Denial email
Approve photo
Look at Approval email
Download photo

Logging in to RemotePhoto

Here is the admin link to login to CloudCard: https://app.onlinephotosubmission.com/#/admin

If you have set up your own domain, the link will be different. You should come to a screen similar to the one below. Fill in your username and password and click "login." You can also login to RemotePhoto via SSO if that has been set up for your organization.

Create a New User

Click the "people" tab in RemotePhoto and then click the "add" button.

Enter the email address for the person you would like to add. This will be the email address used for all RemotePhoto correspondence, such as welcome emails and photo submission reminders.

PRO TIP - Do NOT use your RemotePhoto admin email as the test email. You should use a personal email account to create/test the RemotePhoto workflow. Or use a gmail alias as shown in the video below.

Click "Save"

If you follow these steps, you have successfully created a user within RemotePhoto. 🙌🏼 Only seven more steps to go!

Click the "Upload Photo" Link in the Welcome Email

You'll be acting as a Cardholder in the next few steps.

Open up the email inbox that is linked to the user account you just created and find the Welcome Email.

Open the email and click the "Submit Your Photo" button.

You will be taken to the photo upload page (shown below).

Click the black "upload your photo" box, select a photo, and click open. When the cardholder sees this on their smartphone, RemotePhoto will automatically open up the camera to submit a photo. This screen shot is taken from a desktop.

RemotePhoto Butler will automatically start to crop, rotate, and classify the photo. Click "next" to move onto the next step - if your organization is using Supporting Documents, you will be taken to the Gov ID upload page.

Click the black "upload" box. Choose a file and click "open."

Scroll down and click "Submit & Sign Out."

RemotePhoto Butler Photo Classification

After you submit the photo, the RemotePhoto Butler will work on classifying the photo during the Photo Classification process.

Deny Photo

Now it's time to switch back to a RemotePhoto admin role.

Make sure you are logged back in to RemotePhoto. Click on the "Photos" tab on the left sidebar and then find the photo that you uploaded. Click the thumbs down button to deny it.

Look at Denial Email

Now you'll put your cardholder hat back on, and pretend to be a cardholder at your organization.

Find the Denial Email in your inbox. It will look like the screenshot below.

Open the email and view the content. It will look much like the screen shot below. Notice that RemotePhoto includes the selected denial reasons, the new denial reason, the note to the cardholder, as well as a fresh link to "Submit a New Photo."

Approve Photo

You are now back to your admin ways! Make sure you are logged into RemotePhoto, and once again, make your way to the Photo tab from the left sidebar. Then select the "denied photo" tab at the top of the application.

Find the photo that you recently denied. You will see a thumbs up - this is how you approve a photo! Note: The cardholder account must have an ID number in order for the photo to be approved.

Look at Approval Email

This is the last time you have to pretend to be a cardholder! Open your email inbox and find the approval email. It will look like the screenshot below.

Download Photo

You made it to the last step! 🙌🏼 😁 We are all proud of you! Once again, you are back to being an admin. Log back into RemotePhoto and select the "Approved" tab as shown below.