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Tutorials

Document Retention

One of the most innovative aspects of our software is our document retention capabilities.
The aspect of our software allows clients to to link and store documents with there applicants background check in a secure enviroment where they can be accessable 24/7 in case of audit or emergency.

These document may include, I-9, W-2, Application, Resume, Security Clearance, ect..

Document are accessible 2 ways

Method #1 - Order List Page


Orders List page

From the "Orders List" page Click on the icon in the "doc" column


Document List Page

 

Then on the "Document List" page, click on the green download arrow to download the document.

 

Method #2

From the Top Left corner of the screen, click the "documents" link.

This will bring up the master "Document List" .
This list will contain all upload documents.

 


Master Document List