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How To: Email Documents from a Record

We've made it much easier to email any resume or document in Crelate--as long as you have our an active Email Connection (click here for a video on setting up your email connection) The steps for completing this are below:

1. Go to the Crelate Homepage and Click on "Contacts/Candidates" Tab.  

2. Click on the Contact/Candidate that is in question (the Candidate profile will then open).

3. Click on "Documents," then Click on "Resume," and then Click on "Send to..."

4. The "Send Email" Window will pop up - Enter all the relevant Information (Regarding, Subject, To, and Email Text) - then Click "Send". 

 

 5. Once you hit the "Send" button it will send the email and show up in your "Activity Stream".

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