Claire M.
Activity overview
Latest activity by Claire M.-
Claire M. created an article, International Background Check Ordering
Unfortunately, MinistrySafe is unable to conduct Background Checks for ministries located outside of the United States. MinistrySafe Background Checks comply with U.S. federal and state laws and ar...
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Claire M. created an article, What is Reference+?
With Reference+, you can now automate the reference check process directly in your MinistrySafe Control Panel. Send requests, track responses, and centralize reference feedback — all in one secure ...
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Claire M. created an article, How to Request a Reference in Reference+
- Click ‘Reference+’ in the left-hand menu. This will take you to the Reference+ Dashboard.- Find the user for whom you’d like to collect references and click ‘Send’ under the Reference column. If ...
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Claire M. created an article, How to Edit a Document in Reference+
- Click ‘Reference+’ in the left-hand menu.- Click ‘Document Templates’, then select the document you would like to update and click the edit icon .- Edit as needed.- Check the box at the bottom of...
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Claire M. created an article, How to Create a Document in Reference+
- Click ‘Reference+’ in the left-hand menu.- Click ‘Document Templates’, then ‘Add Document.’- Choose whether you would like to create a document from a template or from scratch.To create a documen...
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Claire M. created an article, How to Edit an Email Template in Reference+
- Click ‘Reference+’ in the left-hand menu.- Click ‘Email Templates’ at the top.- Click the edit button.- Edit as needed.- Click the blue ‘Save Template’ button.- Your template is now ready for use.
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Claire M. created an article, How to Resend a Document in Reference+
- Click ‘Reference+’ in the left-hand menu.- Click on the blue person icon beside the person to whom you’d like to resend the document.- Click on the gear symbol dropdown to the right of the docum...
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Claire M. created an article, How to Create an Email Template in Reference+
- Click ‘Reference+’ in the left-hand menu.- Click ‘Email Templates’ at the top.- Click the blue ‘Add New Template’ button.- Create a name for your Template, enter the name and email address of the...
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Claire M. created an article, 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 s...
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Claire M. created an article, How to Upload a Tax Exemption Form
For tax-exempt organizations, Safety System Administrators (SSA’s) may upload a tax exemption form to an organization’s account.- Click the gear symbol in the top right corner and select ‘Organizat...