How do I edit an outgoing communication (Letter/Email) in a Service Request?

Tony Sowers

Open the Services icon (suitcase icon) from the left navigation menu.
Place a check in the checkbox of the case where you wish to compose/edit letter and then click Case Details icon.
Locate the message in All Activity and click on the three dots and then Edit.
From the Replying To panel make necessary edits and click Save As Draft.
To send outgoing communication out via email or to Printer, click Send.
You will be prompted to select if you'd like send the message via Email or Letter (Print on letterhead).
Click the Send button.
Emailed communication will be sent immediately. NOTE: Make sure to populate Subject, Add Attachments, and Preview before sending.
Printed letter communication will prompt you to Download the message. Message downloads as a PDF. You must open the message in Adobe and ensure your print tray options are correct before printing.