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Help Center

Use Refapp

Use Refapp

Help with using Refapp

How can I use Refapp to do a consultant evaluation?

How can I share the reference report with multiple people at the same time?

How do I add candidates and referees to a project in Refapp?

How do I add colleagues to a project in Refapp?

How do I edit properties of candidates/referees in Refapp?

What is Public Projects and how can I use this feature?

How do I share a preview of a questionnaire/form with someone who is not a Refapp user?

How do I fill out the questionnaire on behalf of the referee?

How do I import several candidates at a time using an external file?

How do I read and share the reference report?

How do I search for users in the user list?

How do I import candidates to Refapp?

Reference questions

How do I create a question where the referee can pick multiple answers?

How do I edit the questions in a project?

How do I add follow-up questions to a multiple-choice question in a form?

Can I use several different forms within the same project?

How do I use Refapp’s feature to collect information about the relationship between candidate and referee?

How can I use the Lead Gen question type to gather leads from referees?

How do I mark forms as company favourites in Refapp?

How do I update a Insights form?

How do I create templates focusing on Competency-Based Referencing in Refapp?

How can I duplicate a question when creating a question form?

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Candidate and referee communication

How can I prolong the days for the candidate to submit their referees?

Can I set a minimum acceptable number of referees from the candidate?

How do I request additional referees from the candidate?

How do Refapp's automatic reminders work?

How do I send a reference check invite via email to the referee?

How do I send reminders to referees?

How do I send a reference check invite by SMS to the referee?

How do I request the candidate to submit referee's contact details?

How do I send a reminder to the candidate to submit referees?

How do I send out multiple referee requests?

How do I extend the time the candidate has to submit referees?

How do I change the number of references requested after sending out a reference request?

Can I pause reminders for one specific referee?

How Can I Use Cross-Checking on My Refapp Reference Reports?

How to Add Additional Information for Candidates and Referees in a Project

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Reference check calls

Can I access my calendar with booked and proposed times for reference calls inside Refapp?

Can I cancel or reschedule a booked reference call?

How does it work when a referee wants to be called instead of answering digitally?

How do I schedule a phone call and carry out a reference check by phone through Refapp?

How can I get notifications prior to a booked reference call?

What is a Refapp Phone Call Handler?

Phone call handler - what do I need to do when a referee wants to book a phone call?

How to create a project and schedule a reference call?

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