VitalChek Product Suite v2.0 - Payment Solutions
How to Send New Correspondence
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Payment Solutions > Orders > Correspondence Overview > New Correspondence > How to Send New Correspondence

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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

 

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

Step 6

Correspondence sent message appears

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