How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients

CaseBrowseGenerateEmail_demo1.mp4
  1. Select Case Browse.

  2. Enter the appropriate search information.

  3. Select the cases to Mass Update.

  4. The Mass Update button will become active.

  5. Select Generate Email from the dropdown menu.

  6. The Mass Mailing window will open.

  7. Follow the steps in https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96076993.


https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/2168487938

https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/2168848390

 

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