Process: Creating and Viewing Emails with a Candidate Record

Introduction

Users can Create and View Emails in the Ready Recruit product!

 

Follow the steps below to Create and View Emails within a Candidate Record!

 

Quick Navigation

 

Creating an Email

Navigate to the Candidate record

 

In the taskbar click

 

 

 

 Select Email from the drop-down

 

mceclip1.png

 

The New Email modal will appear with the following fields

 

mceclip2.png

  • To - auto-populated based on the candidates email address
  • Cc - type in the email address to cc
  • Cc to internal users - select and internal users you wish to cc
  • Bcc - type in the email address to bcc
  • From - auto-populated based on the users email address (can also select Sender Email Addresses)
  • Select email template - created via the Email Templates Admin Setting
  • Subject - type in the email subject to be displayed
  • Body - type in and format (formatting fields are outlined below)
  • Expected Send Date - the date you wish the email to be sent
  • Add Attachment - click to select attachments

Formatting panel (described from left to right)

  • Source - Displays the HTML source code which formats the email
  • New Page - adds a new page
  • Preview - preview the email in a separate window
  • Content Templates - select the template to open in the editor
  • Cut - Remove content
  • Copy - Copy content
  • Paste - Paste content
  • Paste as plain text
  • Paste from word
  • Undo - Undo the last action
  • Redo - Redo the last action
  • Bold - Bolds the font
  • Italic - Italics the front

 

 

Once the relevant information is entered, click

mceclip3.png

 

The Email is now created!

 

Viewing Emails

 

In the information storage panel, click on Communication 

 

mceclip6.png

 

Click on the Emails tab

 

Displayed is a list of all of the emails previously sent to the candidate, click on the paperclip icon to view the relevant Email! 

 

mceclip7.png


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.