Sending Emails to Reviewers (Dashboard)

You can send emails to one or more Reviewers that have content assigned to them within a particular document.

  1. In the Dashboard’s Documents View identify the document with reviewers you want to email 
  1. Click the Review By date  
  1. After the pop-up window opens, check the box next to the Reviewer(s) you want to email 
  1. Click Email Reviewer(s) 
  1. A window will pop up prompting you to type an optional message. 
  1. Optionally type your additional message and click Send Email.  The email will automatically be sent from the CorsPro Dashboard and will contain a link to open the document, the Opportunity name, the customer name, and any additional message that you typed. 

More Information: