Portal walkthrough

How the Information Direct portal works.

See the practical order flow before you sign up: account review, portal access, first search setup, release forms, status tracking, report review, and support.

Order flow

From signup to first report.

Automation with backend screening infrastructure is being staged carefully. The client-facing experience is designed so clients work inside Information Direct while operations controls the fulfillment workflow behind the scenes.

1

Create your account

Submit business, billing, and compliance details. No card is required during initial account review.

2

Operations reviews your setup

Information Direct reviews account details, confirms package needs, and prepares your portal access.

3

Submit your first search

Choose a package, add role-specific searches, provide candidate details, and attach or route release forms through the secure account path.

4

Track status

Watch pending, candidate, source-delay, and completed statuses so your hiring team knows what is happening.

5

Review the report

Open the completed report, review source notes, and use candidate dispute or adverse action resources when needed.

Tutorials for hassle-free searches.

The fastest searches start with complete candidate details, correct release forms, role-appropriate packages, and a team that understands status updates before the order is urgent.

  • Use the first-search checklist before submitting a new candidate.
  • Choose searches by role instead of ordering everything by default.
  • Use secure document paths for release forms and sensitive candidate records.
  • Escalate source delays when start dates or client deadlines are at risk.
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