Resend a completed due diligence form to the employer

Created by Chris Rowe, Modified on Thu, 5 Nov at 5:03 PM by Chris Rowe

This tutorial guides you through sending a completed Due Diligence form to the employer in a read-only format.

Once logged in, click Quick Links to search for the Employer.

To find an employer, click on the search field and enter the name. Select the employer to access the Employer Record.

Click the "View Due Diligence" button to access and review the due diligence form as a college staff member.

Click the "Send Due Diligence" button to begin sending the completed form in a read-only format.

Select the contact who should receive the read-only Due Diligence form.

Click the OK button to confirm the selected contact for receiving the form.

Open the Audit Trail to check that the action has been recorded.

The Audit Trail records the action as 'Employer Due Diligence Request Email Sent'.

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