{"id":5513,"date":"2016-03-04T15:51:48","date_gmt":"2016-03-04T15:51:48","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5513"},"modified":"2024-01-05T18:25:51","modified_gmt":"2024-01-05T18:25:51","password":"","slug":"send-email","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/communication\/send-email\/","title":{"rendered":"Send an Email"},"content":{"rendered":"\n<p>Once you have configured your <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/user-email\/user-outgoing-email-setup\/\" data-type=\"docs\" data-id=\"5622\">Email Alias<\/a>, you can send emails directly from PCRecruiter. You&#8217;ll find email icons throughout the system. The instructions below are specifically about sending email from a Name record, but the same general principles apply for the Email screens elsewhere in PCR.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Open the record you would like to send an email to.<\/li><li>Locate the <strong>Email Address<\/strong> field.<\/li><li>Click the Email (<span class=\"icon-medium icon-Mail\"><\/span>) icon to open the Compose Email Window<\/li><\/ol>\n\n\n\n<p>There are four sections within this screen:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Email<\/strong><ul><li>From \u2014 Select from your <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/user-email\/user-outgoing-email-setup\/\" data-type=\"docs\" data-id=\"5622\">Email Aliases<\/a> as defined under System > Email Setup<\/li><li>To \/ CC \/ BCC \u2014 Enter the recipient(s). The Email icon at the right of these fields will allow you to search for recipients within the database by Last\/First Name, or to use a Rollup as an Address Book (see the &#8216;gear&#8217; icon within the Email Search popup to select lists).<\/li><\/ul><\/li><li><strong>Send Options<\/strong><ul><li>Meeting Request \u2014 attaches an .ics format calendar invite (not supported by all email clients)<\/li><li>Return Receipt \u2014 includes a request to be notified when read (not supported by all email clients)<\/li><li>Importance \u2014 Designates importance of the email (not supported by all email clients)<\/li><li>Attach Profile \u2014 Inserts a generic link to open and fill out a <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/profile-forms\/using-profiles-externally\/\" data-type=\"docs\" data-id=\"6359\">Profile Form<\/a> at the top of the email. Note: This will be added after the mail has been sent and will not be visible while composing.<\/li><li>Private Email \u2014 Check this box to send the email without logging an Activity<\/li><li>Combine into PDF \u2014 Check this box to convert all attached documents into a single PDF when sending. Click &#8216;Preview&#8217; to see the PDF in advance.<\/li><\/ul><\/li><li><strong>Attachments<\/strong> \u2014 Use this panel to attach one or more documents from your computer to the email.<\/li><li><strong><strong>PCR<\/strong> Files<\/strong> \u2014 Use this panel to choose Global, Name, or Company attachments related to the record to the email.<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/03\/email_individual_record.png\"><\/a><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Saved Drafts<\/h3>\n\n\n\n<p>The <strong>Save Draft<\/strong> button at the bottom of the email composition screen sends the email to the &#8216;Drafts&#8217; folder within the <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/communication\/using-pcrmail\/\" data-type=\"docs\" data-id=\"10909\">PCR Mail Client<\/a>. To access the draft:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click the <strong>gear<\/strong> icon at the top right corner of PCRecruiter<\/li><li>Select <strong>Email<\/strong> to open the PCR Mail Client<\/li><li>Expand the <strong>Personal<\/strong> folder in the folder list by clicking the plus sign to the left of it.<\/li><li>Select the <strong>Drafts<\/strong> subfolder.<\/li><li>Click on the email to open it. From here, proceed as normal to edit or send.<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Once you have configured your Email Alias, you can send emails directly from PCRecruiter. You&#8217;ll find email icons throughout the system. The instructions below are specifically about sending email from a Name record, but the same general principles apply for the Email screens elsewhere in PCR. Open the record you would like to send an&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/communication\/send-email\/\">Continue reading <span class=\"screen-reader-text\">Send an Email<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[70],"doc_tag":[],"knowledge_base":[25],"class_list":["post-5513","docs","type-docs","status-publish","hentry","doc_category-communication","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":379,"total_views":"1278","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Communication","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/communication\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5513","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5513"}],"version-history":[{"count":3,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5513\/revisions"}],"predecessor-version":[{"id":12108,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5513\/revisions\/12108"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5513"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5513"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5513"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}