How to Email Reviewers Assigned in Forms Module Application Review Site?

How to Email Reviewers Assigned in Forms Module Application Review Site?

How to Edit the Invitation to Review email?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left-side menu
  5. Click Settings in the horizontal menu
  6. Scroll down and update the Reviewer Email field
  7. Scroll down, click Update Settings button to save your changes.

How to Send the Invitation email to a Reviewer?

After you have assigned the reviewers to the applications, you may send the invitation to the Reviewer. Ensure you have reviewed the draft of the email message before sending the invitation.

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left-side menu
  5. Click Manage Reviewers in horizontal menu
  6. Click on the row containing the Reviewer Name
  7. Click the Email icon located next the Reviewer's email address
    • Note: This will send the email immediately



How to Send an Email all Reviewers of an Application Form?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Email/Download in left-side menu
  5. Click Reviewers tab
  6. Click Go button for All Reviewers
  7. Click Send Email button
  8. Draft the email message subject and body of the message
    • If you wish to copy a previously sent message, click the 'Click here to use a message from email history'
    • Locate the email and click Re-send button, this will copy the contents into the email compose screen which you may edit
    • To include a link to the reviewer portal, use the following url convention and replace [your x-cd site name] with your x-cd system name: https://www.xcdsystem.com/[your x-cd site name]/reviewer
    • You may also add a button to the Review site on the profile home page, then use the auto-login link to the profile home hotkey in the email message, then direct your reviewers to click the button on the profile home page to access the review site. To add a button on the profile home page to the Review site, click here.
  9. Click Preview Email
    • an email message will be sent to the email address of the account you are currently logged in as
  10. Click Send Email Now button to send immediately or click the calendar icon to set a date and time for the email to be sent, then click Schedule Email button
    • If you wish to edit the email before sending, click on the button labelled 'Click Here to Edit Email'

How to Send an Email Reminder to Incomplete Application Reviewer(s) in the Forms Module

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. In the Grid, use the filters to select a subset of your forms e.g. select In Review Status
  5. In the grid area, click in the Assign Reviewer column for an application
  6. Click the link for Email All Incomplete Reviewers Reminder to email reviewers who have not submitted a review to the specific application
  7. Repeat steps 5 and 6 for each application.

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