- From Dashboard
- Click your initials on the top right-hand side of your software.
- Then select Settings.
- Once you are within the Settings of your Rentvine account, you will locate the Screening section.
- You will want to click Application Templates.
- Locate the Application Template you would like to edit
- Click the Ellipsis ( ... ) icon
- Select Builder
- On the Application Builder page, you will be able to scroll down to customize your application template.
- The different Sections within the application are highlighted in Pink. By clicking on the Pink Sections, a Section Settings area will appear on the right-hand side of your screen. The Section Settings will allow you to make the section Active or Not Active.
*Please note that some of the Sections within the Application Builder cannot be deactivated due to the screening integration with TransUnion.
- Within the Sections of your Application Builder, you have different fields you can customize as well.
- By clicking on the Fields, it will populate Field Settings, which will give you the ability to turn this field Active/Not Active, Required/Optional, customize the Label name, add Helper Text, and also customize the Options within the Fields.
- Within the Sections of your Application Template, you will have Section Messages (highlighted in green). This will allow you to add verbiage to let the applicants know exactly how you would like them to fill in the fields below.
- Click Add Question to be able to add questions for an applicant to answer Yes or No.
- If the applicant answers Yes, they will be able to explain within a field.
- Underneath the Questions section, you have the Terms section where you can add terms for applicants to initial. Simply click Add Term to be able to begin adding your terms to your application template.
- Click the ( - ) icon to delete the Question or Term.
- In some Sections, you can set a Minimum Required. This will ensure that applicants fill out the minimum required.
- For example, if you require (0) zero, then the applicant will be able to bypass this section without filling it out. If you require 1) one, then the applicant will have to fill out 1 one of these specific sections to advance to the next section within the application.
- Once you are complete with making changes to your Application Builder, you will click Save and Quit. This will take you back to the Application Templates page.
- If you would like to save your work and continue making edits to your application, you will select Save and Continue.
