Communicate using emails from the Source-to-Pay Workspace
Compose and send emails directly from a supplier case or a supplier task in the Source-to-Pay Workspace.
Before you begin
Ensure that you have configured access to the compose email feature. For more information, see Configure access to the compose email feature.
Role required: sn_slm.admin
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Select the list icon (
List icon.\).
On the Lists tab, under the Cases or Tasks module, open a supplier case or a supplier task, respectively.
Click the more actions icon (
More actions icon.\) and select **Compose Email**.
Do one of the following:
- To insert templated content into the email body using quick messages:
- Click the quick messages icon (
- To insert templated content into the email body using quick messages:
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. Click the response templates icon \(
Response templates icon\) 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. Note: You can view the draft emails by doing one of the following:
Selecting the Draft Emails tab on the supplier case or supplier task.
- Clicking the list icon (
List icon.\), selecting the Case Draft Emails list or Task Draft Emails sub-modules under the Draft Emails module, and opening a draft email.
Result
You can compose and send emails directly from a supplier case or a supplier task in the Source-to-Pay Workspace.
Parent Topic:Composing emails with predefined content from the Source-to-Pay Workspace
Related topics
Composing emails with predefined content from the Source-to-Pay Workspace