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Setting up Email alert to send Questionnaire and Doc Checklist upon Case Creation

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Setting up an Email alert to send Questionnaire and Doc Checklist upon Case Creation

Follow the below steps to send an email automatically to the client/FN to send Questionnaire and Doc Checklist upon Case Creation.

  1. Navigate to Setup.
  2. Go to Settings and click Advance Settings.

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  1. Type and Search for "case create" in the search box.

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  1. Click on "Email".

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  1. Click on the "Edit" button to set Send Questionnaire and Docs Checklist when the case is created to "Yes" and hit on "Save"

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