In order to move one screening into another screening group (also known as combining screenings together), first go to our portal here: https://theclosingdocs.com/admin

Then, find the income verification request where you would like to move an existing screening and click the icon on the right that says "Move an Existing Screening To This Group".

Once you click that icon, the screen below will pop up:

From here, search the applicant's name or email that you want to move into the group that you selected.

Finally, push the button "Move Screening" to move the selected applicant into the group you initially picked. Any reports that need to be regenerated from this operation will be sent to your email address and will be available in the portal.