There are three ways to correspond with applicants in writing via correspondence templates.
Send Correspondence via Send Info
Note
Prerequisite: An existing correspondence template that can be selected via Send Info.
Follow these steps:
- Open the application of the person to whom the correspondence should be sent. The page Application will be displayed.
- Click the icon. A menu will be displayed. The button may be displayed directly.
Click the button Send Info. The input form of the same name will be displayed. - Fill out the input form.
- Click Send Info. The page Application with the applicant’s details and a message sending notification will be displayed.
Send Correspondence via Status Change
Note
Prerequisite: An existing correspondence template that can be selected during a status change to the desired target status.
Follow these steps:
- Open the application of the person to whom the correspondence should be sent. The Application page will be displayed.
- Click the button Change Status. A menu will appear.
- Click the appropriate status. The Change Application Status form will appear.
- Fill out the input form.
-
Click Show Preview to view the email as the recipient will see it. All placeholders will be filled, except those generated during the actual status change.
Note
In the case of a bulk status change – performing a status change with correspondence for multiple applications – only the preview for the first email (to the first applicant) will be displayed. The button will then read Show Preview for First Email - Click Perform Status Change. The Application page with the applicant's details and a message sending notification will be displayed.
Send Email in Response to Applicant Message
Follow these steps:
- Open the message from the applicant.
- Click the button Reply to Message. The input form of the same name will be displayed.
- Fill out the input form.
- Click the button Send Reply. The previous page with a message sending notification will be displayed.