Communicate using emails from Legal Counsel Center

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Compose and send emails directly from legal request record form in the Legal Counsel Center. You can also save the email as draft to send it later.

    Before you begin

    Role required: sn_lg_ops.legal_fulfiller

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Click the list icon (List icon).
    3. In the Lists tab, under Legal Requests, click Assigned to Me.
    4. Open a legal request.
    5. Click the more actions button (More actions button icon.) and select Compose Email.
      The Compose Email button is available only when the legal request is in the Assigned or Work in progress state.
    6. In the New Email Draft tab, compose a new email or respond to the email received.
      Using response templates, you can insert predefined content into the email body. Select the response template icon (Response template icon.) and find an appropriate response template based on the subject of your email. Copy and paste the template's content into the email body.
      Note:
      Only response templates configured for the email channel are available to use. For more information, see Response templates configured for email channel.

      For more information, see Communicating via email.

    7. Send it right away or save it as a draft to send later.
      • To send the email instantly, click Send Email.
      • To save the email as draft, click Save as draft.
        Note:
        You can view the draft emails by clicking the list icon (List icon), selecting the Drafts list item under the Email category, and opening a draft email.

    Result

    After the email is sent, it is added to the activity stream on the legal request form. Emails you receive from others are also added to the activity stream.