TruDiligence Integration

Setting up and using the TruDiligence integration within your site.

TruDiligence Integration Setup

• Contact Support to Enable in Site Settings: An Aaniie Support team member will enable TruDiligence in your site settings. Email at support@aaniie.com

• Choose Background Check Packages: An Aaniie Support team member will select background check packages, which determine the options available in dropdown menus throughout the system.

• Access Points: TruDiligence can be accessed in the staff management, applicant leads, or registered applicant sections. From these locations, you can manage, view, and create new orders.

 Applicant Registered and Lead View

Menu>Staff>Applicant Management, access registered or lead in the actions to the right of their name.

Staff Management View

Menu>Staff>Staff Management, access their profile found listed under TruDiligence section.

Accessing and Using True Diligence

• Manage Orders: Access TruDiligence in registered applicant and applicant lead sections as well as Staff Management. This opens a window where you can view existing orders, add notes, or create orders.

• View Order Details: A dedicated link is provided to view order details, which can be in PDF or HTML file formats.

• Discover TruDiligence: You can find TruDiligence through the marketplace