As a Dynamics ATS user, you can send a message to aPartner Portal User with an application file directly from the CRM by using the tag [PP]

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

Then, go to the ‘Post, Activities, Notes & Documents’ tab, press the plus icon, and click ‘Notes.’

You’ll find a note box in the Timeline section where you can write your message. To send it to the candidate portal, add the tag [PP] and press the attachment icon.

Select the file, and click ‘Add note and close.’

The user will see a notification on their Partner Portal page.

If they click on the notification, they will be redirected to the file location, where they can see or remove it.

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