Once you have created and received letters of recommendation you can use the following steps to review them. This will also note the status of the recommendation as well including, not started, started, and completed.
From the Leads Table
- Go to the Leads table > edit the lead in question.
- Click the Letter of Recommendation tab to see any incomplete or completed recommendations.
PRO TIP! The status column will let you know if the recommendation has been "Not Started," "Started," or "Completed."
(Right-click and open image in new tab to enlarge) - You will have several options to select from.
- View/Edit - this will allow you to view recommender answers and download any uploads.
- Remove - this will allow you to remove any recommendations that are not completed
- Email Recommenders - this will allow you to email any recommenders tied to a recommendation
- Download - use this option to Download Recommendation File or Download Zipped Recommendation Files
- Export Recommenders - this will allow you to export information from your recommendation
(Right-click and open image in new tab to enlarge)
From the Letters of Recommendation Table
- On the left-hand menu, go to Admissions/Leads > Letters of Recommendation. All Letters of Recommendation are stored here.
PRO TIP! The status column will let you know if the recommendation has been "Not Started," "Started," or "Completed."
(Right-click and open image in new tab to enlarge) - You will have several options to select from.
- View/Edit - this will allow you to view recommender answers and download an3y uploads.
- Email Recommenders - this will allow you to email any recommenders tied to a recommendation
- Download - use this option to Download Recommendation or Download Recommendation File or Download Zipped Recommendation Files
- Edit Lead - this will take you to the Lead the Letter of Recommendation is for
- The Other dropdown - this includes the options to Export Recommenders and Create Custom Filters
- Filters dropdown - this allows you to filter By Academic Year, By Program, By Letter Type, By Status, and Has Document File Upload
(Right-click and open image in new tab to enlarge)
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