Send Letter to Candidate

Use these directions to send a candidate a general letter.

Select Send a Letter from the Calls and Emails menu in the Activities drop-list.
The Send a Letter workflow will open in a new window. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field, or choose a date.
On the Select Letter Templatefield, use the droplist to see a list of available templates. You can click to access the Template Picker. (See Custom Templates.) You can click to access a Word document displaying all merge fields that can be added to a template.
Enter notes as necessary; these notes are posted to the journal entry only.
Click Confirm to generate the letter.
If Print Letter AND Print Envelope were checked in the prior view, the document control window will open with both documents available for viewing and printing.
Double clicking on the file names will open the documents in MS Word.
Click Close to close the document control window.
Verify the Candidate Letter Sent entry and notes from workflow posted to the journal.