Reference Page Configuration

What is a Reference Page?

Reference Pages are sent to specified recipients for the purpose of supporting the applicant. Applicants define the reference name and email and when the application is submitted, the Reference Page is sent via email. The reference person then submits the Reference Page with the completed fields. This page is attached to the application.

What do I need for a Reference Page?

• One field on any page in the application for the reference person's name.
• One field (typically under the reference person's name) for the reference person's email address.
• One application page with required fields for the reference person to fill out. Reference Pages are created in the same manner as standard pages. The page type MUST be set to Reference.

Creating the Reference Request Fields:

1. Place the Reference request fields (Name and Email) on any Preliminary, Standard, and/or Addendum pages. Reference request fields are NOT included on the Reference Page.
2. The field names must contain “Name” and “Email”, respectively. Create these fields and attach them to the Reference Application Page.
3. Open the Profile fields > Details tab (pictured below) use the drop-down list called Reference Page to see a list of the application pages with a page type of "Reference". If there are no pages in this drop-down list, the user must add the page to the application ensuring the page type is set to Reference. This option links the Reference field (name or email) to the Reference Page allowing for the indicated person to view this page.
4. An application may have multiple references but each reference must use a separate Reference Page. In other words, if two references are required (2 name fields and 2 email fields), two separate Reference Pages will need to be created.

What happens next?

Upon submission of an application with reference fields, the system sends an email to each reference listed. The reference follows a link in the email to access the Spectrum Web Portal (SWP) and completes the Reference Page which consists of two tabs. The first tab is a summary of the applicant’s application including all the fields which have the List in Summary options (pictured above). The second tab is the Reference Page created earlier. Upon submission, the reference is stored with the application and is visible to users and reviewers but not applicants.