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Users can send emails from SafeGrounds, which will automatically document that email as an Action in a case. To utilize this functionality, you must open the relevant case, and select Email from the Case Menu. You will see a blank form (below).
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The 'Template' section of the Email form allows you to select a pre-set email template (which you can also edit) from either your personal templates, or public templates (for more information about creating templates, see the next section, Email Templates). The list of available templates will populate based on the Case Types on that case. The case example below is a NonPC Case, so only the NonPC templates are available:
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All users can create and maintain their own personal email templates from their User Account.
To create a new personal template, navigate to the Email Templates section under Account. Click the green Compose Template button.
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