Editing Onboarding Disclaimers

Overview

Disclaimers are alerts, or “pop-ups” that appear to the Admin or Candidate when they take certain actions. Each of these disclaimers can be customized.

Steps

1. Navigate to the Control Panel by selecting your Name > Control Panel.
   
   
   
2. Select Integrations from the menu on the left.
3. Choose Onboarding.
   
   
4. Expand on Onboarding on the main portion of the screen.
   
   
5. Enter "disclaimers" in the Search box to narrow the settings.
   
   
6. Enter in a new message for the disclaimer.
   • Disclaimers.Clear/Delete - this confirmation message appears when an Admin or Candidate chooses to Clear or Delete the contents of the documents
   • Disclaimers.Save - appears when an admin or candidate selects the Save button when completing a document
   • Disclaimers.Submit - appears when an admin or candidate selects the Submit button on a document
   • Disclaimers.Approve - appears when an admin or candidate chooses to approve a document
   • Disclaimers.Reject - appears when an admin rejects a submitted document
     • Admins will also be able to add a rejection reason that the candidate can see when rejecting the document.
   • Disclaimers.Unsubmit - appears when an admin unsubmits a document, returning it to the In Progress status.
7. Select to confirm your changes.
8. Refresh your Back Office/Onboarding application or log out and back in to see the updates.