You have three options for corresponding with an applicant in writing.
Sending Correspondence via Send Info
Proceed as follows:
- Open the applicant to whom you want to send the correspondence. The Application page is displayed.
- Click on the symbol. A selection menu is displayed. If necessary, the button is displayed directly.
Click on the button Send Info. The entry form of the same name is displayed. - Fill the entry form.
- Click on Send Info. The Application page is displayed with the details of the applicant and a note on message sending.
Sending Correspondence via Change Status
Note
Condition: An existing correspondence template that can be selected by changing the status to the required target status.
Proceed as follows:
- Open the applicant to whom you want to send the correspondence. The Application page is displayed.
- Click on the button Change Status. A selection menu is displayed.
- Click on the appropriate status. The Change application status entry form is displayed.
- Fill the entry form.
- Press on Preview to get shown the email as the applicant will receive it. All placeholders will be filled in except the ones that will be generated by the change of status.
- Press Execute Status Change. The Application page is displayed with the details of the applicant and a note on message sending.
Sending an e-mail in response to a message from the applicant
Proceed as follows:
- Open the message of an applicant.
- Click on the button Reply to Message. The entry form of the same name is displayed.
- Fill the entry form.
- Click on the button Send Reply. The previous page with a note about sending messages is displayed.