In the Identification panel, users are able to input the information used to identify the reference. This information may include Name, Relationship to Applicant, Email, and Reference Type.

The Reference Addresses panel is used to capture a reference’s address information. The Reference Addresses panel contains a grid that populates with the addresses that are provided.

A toolbar is located above the References Addresses grid that allows users perform the following actions:

Icon	Description
	Allows a user to add a reference address to the current application.
	Allows a user to edit a reference address that is assigned to the current application.
	Allows a user to remove a reference address from the current application.

Add Reference Address

The Add function allows users to manually input a reference’s address. Clicking Add from the Address toolbar opens the Reference Address screen in a new window.

• Navigate to the Reference Addresses panel.
• Select Add from the toolbar located above the Reference Addresses grid.
• When the Reference Address screen opens, complete all required fields. If no fields have been deemed “required,” complete the following fields: Address Type, Address Line 1, City, State, and Postal Code.
• Click Save.

Saving an address does not clear the form. A user must manually clear the screen to enter another address.

• Once the information has been saved, click the “X” in the top right of the screen.
• Enter all required address information in the corresponding fields. Be certain to complete any required fields. Once all address information has been completed, click Save to retain the reference’s address. Click the “X” to return to the Reference screen. Once a reference’s address has been entered, it populates in the Reference Addresses grid. Once an address populates in the grid, users are able to Edit and Delete the address.

If a user is adding multiple addresses, they must close out the Reference Address screen after each save. If the screen is not closed, the new address overwrite the previously entered address.

Edit a Reference Address

The Edit function allows users to update an address that has been provided by the user. Clicking Edit from the Address toolbar opens the Reference Address screen in a new window. The current information is populated in the corresponding fields.

• Navigate to the Reference Addresses panel.
• Highlight the address that requires editing in the Reference Addresses grid.
• Select Edit from the toolbar located above the Reference Addresses grid.
• When the Reference Address screen opens, update the desired field with accurate address information.
• Once all the information has been updated, click Save.
• Once the information has been saved, click the “X” in the top right of the screen.

Reference addresses may be edited by double-clicking the desired address from the Reference Addresses grid.

Delete a Reference Address

The Delete function allows users to remove an address that has been provided by the user.

• Navigate to the Reference Addresses panel.
• Highlight the address that requires editing in the Reference Addresses grid.
• Select Delete from the toolbar located above the Reference Addresses grid.
• Once the address has been deleted, click OK to continue processing the application.

The Reference Phones panel is used to capture a reference’s phone number information. The Reference Phones panel displays a grid that populates with the provided phone numbers.

A toolbar is located above the Reference Phones grid that allows users perform the following actions:

Icon	Description
	Allows a user to add a reference phone to the current application.
	Allows a user to edit a reference phone that is assigned to the current application.
	Allows a user to remove a reference phone from the current application.

Adding a Phone Number

The Add function allows users to input a reference’s phone number. Clicking Add from the Reference Phones toolbar opens the Reference Phone screen in a new window.

• Click Add from the toolbar located above the Reference Phones grid.
• When the Reference Phone screen opens, complete all required fields. If no fields have been deemed “required,” complete the following fields: Phone Type ID and Phone Number.
• Click Save.

Saving a phone number does not clear the form. A user must manually clear the screen to enter another phone number.

• Once the information has been saved, click the “X” in the top right of the screen.

If a user is adding multiple phone numbers, the user must close the Reference Phone screen after each save. If the screen is not closed, the new phone number overwrites the previously entered phone number.

• Once a reference’s phone number has been entered, it populates in the Reference Phones grid. Once a phone number populates in the grid, users are able to Edit and Delete the phone number.

Editing a Reference Phone Number

The Edit function allows users to update a phone number. Clicking Edit from the Reference Phones toolbar opens the Reference Phone screen in a new window. The current information is populated in the corresponding fields.

• Navigate to the Reference Phones panel.
• Highlight the phone number that requires editing in the Reference Phones grid.
• Select Edit from the toolbar located above the Reference Phones grid.
• When the Reference Phone screen opens, update the desired field with accurate phone number information.
• Once all of the information has been updated, click Save.
• Once the information has been saved, click the “X” in the top right of the screen.

Phone numbers can be edited by double-clicking the desired phone number from the Reference Phone grid.

Deleting a Reference Phone Number

The Delete function allows users to remove a phone number that has been provided by a user.

• Navigate to the Reference Phone panel.
• Highlight the phone number that is to be removed from the Reference Phones grid.
• Select Delete from the toolbar located above the Reference Phones grid.
• Once the phone number has been deleted, click OK to continue processing the application.