How do I screen the forms I receive?

Support Home Configuring your Complyfile Account Settings for your organization Steps in Your Volunteer Recruitment Process Screening How do I screen the forms I receive?
  1. Go to your Admin dashboard.
  2. Go to the 'To-Do' section on your Admin dashboard.
  3. Click on the 'Screening' panel.
  4. Click on the name of the person whose recently received application form you want to review ('screen').
  5. Decide what action to take, and record your screening decision.

See also, How can I record my screening decision?

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