Communicate using emails from the Source-to-Pay Workspace
Compose and send emails directly from an invoice inquiry case or an invoice processing case in the Source-to-Pay Workspace to communicate with suppliers and stakeholders.
Before you begin
Role required: sn_ap_apm.accounts_payable_specialist, sn_ap_apm.admin, sn_ap_cm.agent, or sn_ap_cm.admin
Procedure
Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
Select the list icon (
Image omitted: cases-list-icon.png
List icon\).
List icon\).
Do one of the following:
- As an Accounts Payable Specialist:
- Navigate to Lists > My Work > My open invoice processing cases
- Navigate to Lists > All Work > All open invoice processing cases
- As an agent:
- Navigate to Lists > My Work > My open invoice inquiry cases
- Navigate to Lists > All Work > All open invoice inquiry cases
- In the Number column, select the link to the case to open it.
- As an Accounts Payable Specialist:
Select the more actions icon (
Image omitted: more-actions-icon.png
More actions\) and select **Compose Email**.
More actions\) and select **Compose Email**.
Image omitted: apo-compose-mail.png
Compose email
Compose email
Do one of the following:
- To insert templated content into the email body using quick messages:
- Select the quick messages icon (
- To insert templated content into the email body using quick messages:
Image omitted: quick-messages-icon.png
Quick Messages icon\) and select an appropriate quick message that you want to use.
Quick Messages icon\) and select an appropriate quick message that you want to use.
2. Select **Insert**.
- To insert templated content into the email body using response templates:
1. Select the response templates icon \(
Image omitted: response-templates-icon.png
Response templates icon\) and select an appropriate response template that you want to use.
Response templates icon\) and select an appropriate response template that you want to use.
2. Select **Copy to clipboard**.
3. Paste the content in the email body.
Do one of the following:
- To send the email instantly, select Send Email.
- To save the email as draft to send later, select Save as draft.
Parent Topic:Composing emails with predefined content from the Source-to-Pay Workspace