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Explanation of term

Using the Send info function, you can send correspondence to applicants without performing a status change. This is particularly useful for short messages, such as birthday wishes, holiday greetings, or interim notifications.


Configuration

See: Use Send info.


System behavior

  • Requirements
    • Permission
      The permission Respond to messages + Send info must be assigned to the user's role. Additionally, the user must have permissions to view applications. If this is the case, the Send info button () will appear behind the gear icon () in the application.
    • Correspondence template
      Once a correspondence template is made available for "Send info," it can be selected. Without an available correspondence template, sending information is not possible.
  • History
    Every sent info can be viewed at any time in the history of the application.
  • Changes
    If you change the text of the correspondence template, the updated text will be displayed when the template is selected. The text of already sent correspondences will not be changed.
  • Deletion
    You can delete correspondence templates at any time. They will no longer be available for selection. However, old texts will remain and can still be viewed in the application's history.


How our customers use this

The "Send info" function is often used to send interim notifications or other short messages to applicants.

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