You have three options for corresponding with an applicant in writing.


Sending Correspondence via Send Info

Note  

Condition: An existing correspondence template that can be selected by choosing Send Info.


Proceed as follows:

  1. Open the applicant to whom you want to send the correspondence. The Application page is displayed.
  2. 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.
  3. Fill the entry form.  
  4. 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:

  1. Open the applicant to whom you want to send the correspondence. The Application page is displayed.
  2. Click on the button  Change Status. A selection menu is displayed.
  3. Click on the appropriate status. The Change application status entry form is displayed.
  4. Fill the entry form.
  5. 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.

    Note  

    In the case of a mass status change - when you conduct a status change for multiple applicatioins at the same time with email dispatch - a preview is displayed only for the first email (addressed to the first applicant). Accordingly, the button name changes to  Preview First Email.)

  6. 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:

  1. Open the message of an applicant. 
  2. Click on the button  Reply to Message. The entry form of the same name is displayed.
  3. Fill the entry form.
  4. Click on the button   Send Reply. The previous page with a note about sending messages is displayed.