How do I send a letter to an applicant?

You can send out standard letters to your applicants e.g. an introduction letter.

  1. Find the applicant using the Applicants list or customer search
  2. Click on the 'Documents' tab
  3. Select a letter from the drop down list and save it
  4. The document will appear in the list.

Click on the document name to edit the document or the 'Preview' icon to create a printable version.

If you'd like to change the templates, go to Admin, Templates, Customer Documents and change the templates using the online editor.

Video Guide

Topic: Applicants

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