How to manage emails sent by Case Management

Before you start

• Emails are set up in your case configuration
• Case configuration is normally only available to staff members with administrator access

Steps to configure emails

1. Find your case type in the list and press "Configure".
   

2. Open the "Email Content" section.
   

3. This list shows all of the categories of email. Green ticks mean all emails in the category are enabled, red that they are all disabled, and yellow a mix.
   

4. Click "Configure" next to a category to manage its emails and templates, the press "View/Edit" next to the email you'd like to manage.
   

5. From here you can enable or disable the email, and edit the template.
   

Further Reading

Case Management Emails, Templates and Tokens has a full list of all of the emails sent by Case Management and lists the tokens you can use.