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.