How to Send a Document in Reference+

- Click ‘Reference+’ in the left-hand menu. This will take you to the Reference+ Dashboard.

- Find the user to whom you’d like to send the document and click ‘Send’ . 
If there is a triangle on the send button, you have multiple documents of this type. Click the triangle to select the preferred document.
 

- If you wish to turn off the applicant emails for this document, check the box that says ‘Turn off emails.’ If you are assigning multiple documents, this option may be helpful. Sending the Dashboard link is often preferable to avoid multiple email notifications.

- Click the blue ‘Send’ button.

- You will now see the status button change to show the document is ‘Waiting on applicant.’


To perform Administrator action on completed documents:

- Once the user has completed their document, the status button will show ‘Ready for Review.’

- An Administrator may now view and take action on the document by clicking ‘Ready for Review’, then the name of the document.

- After viewing, click the gear symbol and choose your action from the drop-down.

If a document is accepted, the status button will change to ‘Completed’ on the Reference+ Dashboard.

If a document is rejected, the status button will change to ‘Rejected’ on the Reference+ Dashboard.