Configuring the Send Email shape

You can configure the Send Email shape after it is added to a flow. By customizing the default functionality that the shape provides, you can control the number of recipients and the format of the email message.

1. Double-click the Send Email shape in a flow, or click a step in Case Designer that uses the Send Email shape.

2. Identify the email recipients.

   To send the email to one or more addresses:

   1. Click Email address.

   2. In the To field, enter a property reference or a comma-separated list of email addresses.

   To send the email to one or more work parties:

   1. Click Party.

   2. Click + Add Item.

   3. In the Parties field, press the Down Arrow key and select the name of a work party.

3. In the Subject field, enter a property reference or text for the title for the email.

4. Define the contents of the email.

   To manually define the message content:

   1. Click Rich text.

   2. Use the rich text editor to create and style the message.

   To use existing content:

   1. Click Correspondence.

   2. In the Correspondence template field, press the Down Arrow key and select the name of a correspondence rule that contains a preset message.

5. Optional:  Include attachments in the email.

   To include attachments:

   1. Select the Send attachments check box.

   2. Click an option in the Attach list.

   3. If you clicked by Category, define a list of attachment categories by clicking Add Item and entering a name in the Categories field.

6. In the Audit note field, press the Down Arrow key and select the name of a field value that is added to the history, or audit trail, of the case when the Send Email shape is processed.

7. Click Save.

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