{"article":{"id":40390201032471,"url":"https://plaid.zendesk.com/api/v2/help_center/en-us/articles/40390201032471.json","html_url":"https://support.plaid.com/hc/en-us/articles/40390201032471-How-do-I-attach-a-Monitor-program-to-an-IDV-template-in-the-dashboard","author_id":1511728400882,"comments_disabled":false,"draft":false,"promoted":false,"position":2,"vote_sum":0,"vote_count":0,"section_id":40390056418455,"created_at":"2026-05-11T18:02:00Z","updated_at":"2026-06-01T02:00:10Z","name":"How do I attach a Monitor program to an IDV template in the dashboard?","title":"How do I attach a Monitor program to an IDV template in the dashboard?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-01T02:00:10Z","user_segment_id":null,"permission_group_id":1121794,"content_tag_ids":[],"label_names":[],"body":"
    \n
  1. In the Plaid Dashboard, navigate to Identity Verification > Templates.
    2. \n
  2. Open the template you want to configure, or create a new one.
    3. \n
  3. In the template editor, locate the AML Screening section.
    4. \n
  4. Select your Monitor program from the dropdown.
    5. \n
  5. Save the template.
    6. \n
\n

Once linked, every new IDV session created with that template will automatically trigger a Monitor screening using the selected program's settings.

","user_segment_ids":[]}}