As a Dynamics ATS user, you can send a message to a Candidate Portal User with an expense file directly from the CRM by using the [CP] tag.
To do this, go to ‘Expenses’ in the sidebar and select the expense’s name.
In the Timeline section, press the plus icon and select ‘Note.’
You’ll find a note box in the Timeline section where you can write your message. To send it to the candidate portal, it is necessary to add the tag [CP], and then press the attachment icon.
Select the file, and click ‘Add note and close.’
The candidate portal user will see a notification on their Candidate Portal page.
If they click on the notification, they will be redirected to the file location, where they can edit or remove it.
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