How to Customize the Background Check Email Template


Background Check Email Templates may be customized to communicate information to Users, such as Background Check deadlines or contact information for a specific Administrator at the Organization.


To begin customizing your Email Template: 

Step 1: Upload a logo if you’d like your Organization represented in the email. 

Step 2: Create and Select an Email Template.

  1. Select ‘Email Templates’ to create or edit Background Check Email Templates. 
  2. Select ‘Add new Template’ to create a new Background Check Email Template.
    OR select the ‘edit’ icon Screenshot 2023-10-10 at 1.47.04 PM.png to edit an existing Template. 
  3. Click on ‘Back to Background Check Module Configuration’ once completed.
    Screenshot 2023-10-10 at 1.46.04 PM.png
  4. Select the Email Template you wish to use. 

Step 3:  Confirm Settings. 

  1. Adjust Reminder Frequency and Reminder Expiration. 

   Screenshot 2023-10-10 at 1.48.01 PM.png

  1. Enable or Disable the ‘About the Background Check Process’ section. This section provides a step-by-step Background Check process for each User.

Screenshot 2023-10-23 at 2.13.14 PM.png

   3. Select ‘Save’ at the bottom of the page.

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