Create Reference Check Forms
Template(s)
Create a Template
• From your dashboard, click ‘Reference Questions.’
• Click, ‘Add Template.’
• Complete the form and click, ‘Save Template.’
• The template is incomplete without questions. Please follow the steps below.
Question(s)
Add Reference Question
• Click the ‘Question’ tab.
• Click ‘Add Question’.
• Enter the question, choose a template and click, ‘Save question.’
• To add questions to other templates:
• Click the edit icon next to the question.
• Choose more than one template from the drop-down and click, ‘Save Question.’
Important Note: When submitting ‘New Requests’ or using ‘Bulk Upload’, indicate when you would like Reference Check forms to be sent.