How to Send New Correspondence |
New Correspondence tab contains information on all written communication (e-mail/letter) available to send to the customer. Note - The Correspondence tab will be disabled/grayed out for agencies that do not use Correspondence. |
Step 1 |
From the Order Details for the order, click Correspondence tab. New Correspondence tab is displayed. |
Step 2 |
Select Delivery Type from the available drop down list; Delivery Type defaults to email is an email has been provided
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Step 3 |
Applicant's Email is autopopulated from order detail, revise if needed |
Step 4 |
Check box for the type of correspondence to send in the Reasons section |
Step 5 |
If US Mail is selected -
If Email is selected - Click Preview to view the correspondence and then click Send |
Note - when checked, the Make this correspondence Public check box will allow VitalChek employees to see the correspondence sent |
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Step 6 |
Correspondence sent message appears |