Sending Emails to Reviewers (Dashboard)
You can send emails to one or more Reviewers that have content assigned to them within a particular document.
More Information:
- In the Dashboard’s Documents View identify the document with reviewers you want to email
- Click the Review By date
- After the pop-up window opens, check the box next to the Reviewer(s) you want to email
- Click Email Reviewer(s)
- A window will pop up prompting you to type an optional message.
- 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: