NB - This is for Scheme Administrators only

This feature will enable you to send an email to an individual from within ReferAll. 

To send a single email:

  • To send an email to an individual open their referral and click into the Referral Details tab. 
  • Scroll down to the smaller tabs and select the Email Messages tab. 
  • Enter the email subject and the content of the email in the relevant fields. 
  • You can choose to send the email immediately or schedule the email to send at a later date. 
  • Documents can be attached to the email. Click on the Available documents drop down and select a document to attach. PLEASE NOTE you are only able to attach previously uploaded/generated documents. See the article for Uploading documents found here.  
  • Click Send Email message. 
  • The email will then appear in the table below.