Send emails from Finance Operations Workspace

Send emails related to a specific finance case.

Before you begin

Role required: sn_fin_ops.specialist

Procedure

1. Navigate to either of the following:

   • All > Finance Operations > Finance Operations Workspace.
   • Workspaces > Finance Operations Workspace.
   • In the Finance Operations workspace, select the List icon

1. From the list page, navigate to either of the following submodules:

   • My work > Open cases
   • All work > Cases
   • From the Compose section, select Email.

2. Enter the recipient name in the To field.

   You can also select Cc or Bcc and enter the names.

3. Change the subject, if necessary.

   By default, the subject is the finance case number and the short description.

4. Enter the email body, if necessary.

   By default, the email body contains the link to the finance case. You can also use the email templates. For more information on email templates, see Email templates.

5. Select Send mail.

Result

The email is sent to the recipients. You can view the details of the sent email in the Emails tab.

Parent Topic:Finance Operations Workspace Case Details page