Jennifer Fowler
Articles
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I forgot my user name and password. I tried the forgot password reset button, but it doesn’t seem to be working.
If you are using the 'Forgot Password' option and the information you are entering does not match our records, you will receive an error. The username and email address associated with your acc...
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Consent Form Email Template
The link to the online consent form can be emailed to your applicant. You can customize this email or use our default template. Step 1: Click the Settings icon in the top right. Step 2: Sele...
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Stages
Stages are used to organize applicants within your account or to manage workflows. Default Stages Bundle 2 has default stages: All, Unassigned, New and Archive These are the Stages in the Pipeli...
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Imports - How to bulk upload applicants
Create Import File Step 1: Go to the Imports menu and download the import template. Step 2: Complete the template The applicants' first name, last name, date of birth, SSN, email address, state...
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Review Applicant Answers
You can review applicant answers to questions after they've submitted the online form. Click the applicant name. When the profile opens, click the Application tab. Then click the Questions tab. ...
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Billing References
Billing References are identifiers that can be added to a background check order. At the end of the month when invoices are generated, your invoice will be sub-totaled by billing reference allowing...
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How do I get a copy of my invoice?
Invoices If you are logged into the Protect Youth Sports site (Verity), you are able to view your account's invoices. If you do not have access to Verity, you can contact our Billing Department to ...
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Custom Stock Questions
Available to Bundle 4 Custom Stock Questions Custom stock questions are questions you create for your organization that can be added in bulk to forms or can be selected from a drop down menu whe...
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Customize the Online Consent Form
Customize the Online Consent Form You can add your organization's logo or banner to the top of the form (Bundle 2 and higher). Step 1: Step 2: Select Portal Customization menu Step 3: Delet...
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Reports - How to Export Applicant Lists
The Reports feature will generate a spreadsheet of all applicants including archived and inactive or other filters as needed. Create a Report Step 1: Select Reports Step 2: Select Filters Note: Th...