Claire M.
Articles
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How to close my account
Please submit a request or call our office at 817-737-7233 and we will close your account promptly.
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How to Accept or Reject a Background Check
Every Background Check requires action from an Administrator. A Background Check will not show as approved on the ‘Manage Users’ page until it is approved on the ‘Background Checks’ page. To view a...
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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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What is 'Applicant Self-Disclosed?'
When ordering a Background Check, you may include the applicant’s self-disclosed information. Use the ‘Applicant Self-Disclosed’ option if the applicant has disclosed information about past (or cu...
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How to Export a Report
Reports created in the Control Panel can be exported to Excel. Learn how to create a report here. - Once a report has been generated, click ‘Admin’ in the left-hand toolbar. - Click ‘Reports’ in th...
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Setting up Background Checks
To enable Background Checks for your ministry, click ‘Background Checks’ in the left-hand menu of the Control Panel. Due to federal law, you will be required to watch a 9-minute tutorial related to...
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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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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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Background Check Status and Actions
After an Administrator orders a Background Check, it will appear in the 'In Process' tab of the Background Checks page. Below is an explanation of each Background Check status and the corresponding...
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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.