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Original
2026-01-01
Modified
2026-02-28
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<h2>OTES Help Center - How to place an order via Applicant Entry</h2>
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<h2>OTES Help Center - How to place an order via Applicant Entry</h2>
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<h3>Interactive Tutorial </h3>
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<h3>Interactive Tutorial </h3>
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<h3>Step by step guide on how to place an order via Applicant Entry - using the Orange Tree client portal.</h3>
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<h3>Step by step guide on how to place an order via Applicant Entry - using the Orange Tree client portal.</h3>
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<p>1. Step 1. Click <b>Applicant Entry</b>to place a background check order. </p>
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<p>1. Step 1. Click <b>Applicant Entry</b>to place a background check order. </p>
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<p>2. Step 2.<b>Select a location</b>for the order. </p>
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<p>2. Step 2.<b>Select a location</b>for the order. </p>
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<p>3. Select<b>Location. </b></p>
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<p>3. Select<b>Location. </b></p>
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<p>4. Your name will pre-populate in the ‘Order for’ dropdown; however, you may change this field to order on behalf of another user. Click<b>to change the user. </b></p>
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<p>4. Your name will pre-populate in the ‘Order for’ dropdown; however, you may change this field to order on behalf of another user. Click<b>to change the user. </b></p>
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<p>5. Select<b>the user.</b></p>
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<p>5. Select<b>the user.</b></p>
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<p>6. Step 3. Select the<b>service package</b>for the order. </p>
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<p>6. Step 3. Select the<b>service package</b>for the order. </p>
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<p>7. Select<b>Service Package. </b>The services included in the package will automatically be selected. </p>
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<p>7. Select<b>Service Package. </b>The services included in the package will automatically be selected. </p>
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<p>8. Step 4. Enter the applicant’s <b>First Name. </b></p>
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<p>8. Step 4. Enter the applicant’s <b>First Name. </b></p>
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<p>9. If available, please include the Middle Name. Click to enter the <b>Middle Name. </b></p>
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<p>9. If available, please include the Middle Name. Click to enter the <b>Middle Name. </b></p>
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<p>10. Click to enter the applicant’s <b>Last Name. </b></p>
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<p>10. Click to enter the applicant’s <b>Last Name. </b></p>
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<p>11. Step 5. Enter the applicant’s<b>Email Address</b>. An invitation link to the background check will be sent. </p>
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<p>11. Step 5. Enter the applicant’s<b>Email Address</b>. An invitation link to the background check will be sent. </p>
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<p>12. (Optional) If you have the<b>applicant’s cell phone</b>number, you may enter it here. The applicant will receive a text message. </p>
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<p>12. (Optional) If you have the<b>applicant’s cell phone</b>number, you may enter it here. The applicant will receive a text message. </p>
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<p>13. Step 6. If you would like to be copied on the email sent to the applicant, click on the box next to<b>‘Please CC me on emails sent.’</b></p>
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<p>13. Step 6. If you would like to be copied on the email sent to the applicant, click on the box next to<b>‘Please CC me on emails sent.’</b></p>
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<p>14. Step 7. You may request that Orange Tree collect additional information from the applicant, but not perform any services with it.</p>
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<p>14. Step 7. You may request that Orange Tree collect additional information from the applicant, but not perform any services with it.</p>
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<p>15. Click to remove <b>Driving License. </b></p>
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<p>15. Click to remove <b>Driving License. </b></p>
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<p>16. An order summary is displayed, showing the information provided and services selected.</p>
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<p>16. An order summary is displayed, showing the information provided and services selected.</p>
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<p>17. Step 8. Once reviewed, click the<b>‘Order’ button.</b></p>
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<p>17. Step 8. Once reviewed, click the<b>‘Order’ button.</b></p>
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<h3>Here’s an interactive tutorial</h3>
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<h3>Here’s an interactive tutorial</h3>
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<p><a>https://www.iorad.com/player/1772493/How-to-place-an-order-via-Applicant-Entry</a></p>
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<p><a>https://www.iorad.com/player/1772493/How-to-place-an-order-via-Applicant-Entry</a></p>
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