SAMHSA 2-Way Correspondence

SAMHSA only: SAMHSA users can select up to 3000 records in the Search Results and Portfolio screens and send 2-way correspondence to the selected grantees.

When you select the Generate Correspondence action in those screens, the Selected Grant Details screen opens, as shown here:

Generate Correspondence screen

Follow these steps to send a message:

  1. Use the checkboxes to select the recipients: the Project Director/Principal Investigator and/or the Business Official.
  2. Select a message template from the drop-down menu.
  3. Use the calendar picker to select the send date.
  4. Enter a subject in the message header, and if you wish enter the addresses of any additional CC recipients.
  5. Compose the message in the Body field.
  6. To attach files, drag and drop them onto the upload pane, or click Add Files to browse and select files.
  7. Click Generate Email to send the message.

Note: A copy of the sent message and all attached files is available in the Grant Folder Correspondence tab.