Send Email from an Case

Select the Workflows Toolki on the Admin Home page.

Select the Cases counter.

You can view as little or as much information as you want on the search results page. Click on Clear to remove any prior search criteria.

Fill in the Criteria you want to you use to search for an existing case.

Click on Filter.

You will be directed to the Results tab.

Select the case you would like to review or edit by clicking on the Pencil icon () next to the case.

Under the Details tab, click on the Send Email button. This will allow you to send an email to the user listed as the Member of the Case.

• Select the Sender you want to use to send the Email. (Contact [email protected] to configure the list of Senders available in your account.)

• Add the Email Subject.

• Add the Content for your Email.

• Click Next

You will be able to review your email before you it send out. If you need to edit the email message, click on the Compose tab and proseed to edit your conent. Click the Next button once completed.

Click on the Send Message button to send your email to the user.