After an order has been submitted in the portal, if you find that you need to add additional products to the order, you can use the Add to Order functionality.
Note: If your file order is older than 90 days, the 'Add to Order' button will not be active and you will need to create a new order for that applicant. Additionally, you cannot add duplicate products or searches.
Add to Order - Direct Order
Let's take a look at how to add to an existing direct order.
Access the report view of the file to which you need to add additional products or jurisdictions. Hover over the Order Details button on the right-hand side of the screen and click Add to Order:
Any products that cannot be added to the order will be grayed out and not selectable, however if you need to add an additional jurisdiction to the original products, you can still click add jurisdiction to add the new jurisdiction to the order:
Some searches cannot be added to existing orders depending on the original method of the initial order. For example, if a product is set up that only "direct order" method is allowed, then when you add to order on an "applicant invite" order, this product will be grayed out and not selectable. If you aren't sure why a product is grayed out on this screen, you can hover over the 'i' icon next to the product and there will be information on why that product is unavailable.
Add to Order - Applicant Invite
Even if the original order method was direct order, adding new products or verifications to the order allows you to choose to send the new application to the applicant via applicant invite.
The workflow for adding to an order and sending a new invite to the applicant via email is much the same as for direct orders, but after you have chosen the new product or jurisdiction to be ordered, you will select the
Adding an Additional Verification to an Order
If you're adding an additional verification to an order, you will need to add to the order from a different area of the file. Simply locate the verification section to which you are wanting to add another search and click Add Search:
This action will then take you through the wizard for adding another verification and will present to you (as a reference only) the previous verification(s) already submitted on that file.
If you have any further questions, or need a product enabled on your account,
please contact Verified First Client Services for assistance.
Call 844-709-2708 or email ClientServices@VerifiedFirst.com