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How do we set up and use Project Templates?

Project templates are a package of basic settings for a certain type of project or position that you can reuse.

Administrators, subaccount administrators and users with extended rights in Refapp create the project templates that other users can then choose from in their various projects.

Start by clicking Project Templates in the drop-down menu in your Refapp profile and click on Add.

Enter a name for the project template.

Note that the name is not the same as the project title for a project.

Then, you update the settings you want to update. For example, which subaccount to use, which questionnaire to include, whether you want to request contact information for the references automatically, and verification options for the references. In project templates, you can also specify whether there is any standard text you want to send to candidates and/or references.

Click Create. The project template is now available for all users within the company to use when creating new reference checking projects.

How to use a template when creating a new project

When creating a new project in Refapp, you can now choose to, either create from scratch, alternatively create from a preset template. See the options on the right.


Once you have selected the template of your choice, you enter the project settings for the new reference check project. Enter the title of the recruitment, and then you can customize the rest of the settings, based on the project template.

To save the project you click Create. When you do that you'll be positioned in the project where you can add your candidate to initiate the reference checking, as usual.

If you want to make changes to the settings for the specific project after you have created it from a template. Just click on Settings and edit the project. The changes you make will only affect the current project and not the project template that you started out from.