Send a General Email

Send emails, newly written or from a template to select clients or candidate when in their profile using the email tab.

1. In the Admin tab of a selected Client or Candidate view the secondary table and select Email. 

2. Scroll down to select a template or create a new email filling out the standard information (From Email, Reply Email, Subject, CC, BCC, and the email Body).

3. Add any attachments and select Send. 

Now It's Your Turn.  Try it out. 

Go into a client or candidate test account, and send an email .

If you have created a test profile with your own email address, you can see how the email will be received through your own email.