2.7.1.2. Send a Message with a Reference File to a Candidate Portal User

As a Dynamics ATS user, you can send a message to a Candidate Portal User with a reference file directly from the CRM by using the tag [CP]

To do this, go to ‘Candidates’ and select the candidate’s name.

Then, go to the ‘Reference’ tab. If you don’t see it, press the three dots and select it in the dropbox menu.

Press the plus icon and select ‘Notes’ in the dropbox menu.

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 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.

*If attachments are not enabled for the entity or profile, the message will only appear as a notification.

How can you enable attachments in the Candidate Portal?