Confirmation letter to course participants

You can create dossier items containing confirmation letters and invitations for courses and submit them to the participants.

You submit dossier items per participant and per course, but you can also record them in the dossier of the relation or the contact. These dossier items are therefore also displayed, for example, on the Dossier tab in the properties of the contacts and contact persons. The Dossier tab in the properties of the participant per course also shows the dossier items.

To record dossier items for multiple participants per course:

1. Go to: CRM / Course management / Event.
2. Open the properties of the event..
3. Go to the tab: Participants.
4. Select one or more participants
5. Click on the action: File item(s).

   A message is then displayed.

6. Click on Yes in the message
7. Select a value for Dossier item type.
8. Click on: Next.
9. Enter a value in Subject.
10. If you want to record the document incl. the customer data in the dossier item, select the Specify separately per destination check box.
11. Select a Feature if it is mandatory to do so.
12. Click on: Next.
13. Complete the fields.
14. Click on: Next.
15. You can select an attachment.
16. Click on: Finish.