This feature is only available on the Master Applicant View and the New Applicant Table. If you are still using the original Applicant Table, please visit this article on actions

You may perform a wide range of actions on applicants such as sending email, SMS, moving the applicant, uploading a file. These actions are accessible from the table or from the Applicant Profile. You may perform actions on a single applicant or select a few and perform a bulk action.


What's Covered


Getting to the Action Menu

From the Applicant Table or Master Applicant View, click the mceclip3.pngicon to the left of the Applicant Name.


From the Applicant Profile, click mceclip3.pngin the upper right corner of the Applicant Profile.mceclip4.png


Types of Action 

Send Email and Text/SMS

Send SMS and email messages to applicants by selecting Send Email or Send Text/SMS. From here, you may create a new message or click mceclip13.pngto load a template.  Add an image or use merge keys by clicking on the mceclip12.pngicon. To edit an email in HTML code, click on mceclip14.png.


You may delay sending a message by checking the box below the message body. When delaying a single message, it will be scheduled according to the Applicant's Opening time zone. However, if delaying a bulk send from the Master Applicant View, messages are scheduled according to the User's time zone. 

Unsubscribe/Resubscribe from Receiving Messages
You may manually unsubscribe or resubscribe applicants to email and SMS. Learn more here.
Resend Stage Message
Manually resend a stage message by clicking on Resend [STAGE TYPE] Message.
Move an Applicant to Another Stage
You may move an Applicant in any of three ways: Move to Next StageMove to Stage ..., or Move to Opening ....  For in-depth information on moving applicants, click here. Note that not all stages will function upon an Applicant revisiting.
Perform additional actions
Upon selecting an action, a message will appear asking whether you would like to Perform additional actions that are associated with the destination stage. It is very important that you uncheck this box if you would not like to perform additional actions with a stage transition. These actions may include:
  • Send Automated email or SMS stage messages associated with their destination stage. To preview the full message, click on mceclip10.png .
  • Create a signature request upon an applicant landing in a Document Signing Stage.
  • Select the On Hold or Rejection reason accordingly, upon an applicant landing in either stage.


Print Data or Scorecards
If you want the applicant's information in a pdf form, you can print it with Print data. You can choose whether you want to a pdf of the entire application or just a specific stage. The pdf automatically downloads after you choose which one you want to download. To print the scorecard and notes, select Print Scorecards.
Score Applicant
You have the ability to score applicants based on a number system. Learn more here.
Upload File
Applicants can upload files via a data collection stage, but you can also manually upload a file.
Edit Applicant
If for any reason you need to edit an applicant's contact information and name, click on Edit Applicant in the action menu. You will be directed to this page:

Once you are done editing, click Submit. If you want to edit other information, check the Show account custom keys. You will then see a list of fields with data key titles. You can also click Add additional info on the bottom. Give a a data key and value just like you would when adding a new question in the Data Collection Stage.

To make changes to submitted details on the applicants, go to the details section in the applicant profile to edit.
Delete Applicant
We do not recommend deleting applicants, as it is extremely difficult to get that information back after you deleted them. We suggest that you only delete duplicate applicants. However, you should review duplicate applicant profiles; if the information in the profiles differs, then you should consider consolidating all of the information into one profile before deleting the duplicate.


Bulk Action 

To take action on more than one applicant, select the applicants you want to perform an action on. 

  1. There a few ways to select applicants for bulk action:
    Select One by One Select by Page Select All

    Check the box next to the applicant on the left side. 


  2. Choose the action you want to take on these applicants. You can bulk assign user, email, send SMS, Move to Next Stage (only available on Applicant table not on MAV), Move to Opening.., reject, and delete. 



Large Bulk Action Takes Time 

Bulk actions on large number of applicants will take time for our system to process. We may give you warnings like this: mceclip9.pngPlease be patient and consider performing bulk actions in smaller batches. 

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