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Sending email from a case

You can use the Send Email shape to share information about a case with stakeholders. By using email, you can control the number of recipients and the format of the message.

  1. Add the Send Email shape to the life cycle of your case.

    1. In the Explorer panel, click Cases, and then click the case type that you want to open.

    2. On the Workflow tab, click Life cycle.

    3. Hover over a process in a stage, and then click + Step > More > Utilities > Send Email.

      For advanced processes, click Configure process to add the shape to the flow canvas.

    4. Click Select.

  2. Identify the email recipients.

  3. In the Subject field, enter the title of the email.

  4. Define the contents of the email.

  5. Optional: To add supporting information to the email, include attachments.

  6. Click Save.