Send an article from a case

Can I do this task?

  1. In the Navigation Pane, click Service, and then click Cases.
  2. In the list of cases, open the case that you want to view.
  3. Under Information, click Notes and Article.
  4. Click the Article box, and then search for the article. You can click the Lookup button Lookup button to search for and select records.
  5. Select the Show article check box.

    The article appears, along with a task bar that includes Show Comments and E-mail Article buttons.

  6. Click E-mail Article.

    The e-mail form opens with all the information about this case filled in.

  7. Make any changes to the e-mail that you want; however, any changes that you make to the article will not be saved in the original article.
  8. To send the e-mail, in the Save group, click Send.

    If you are offline, you will need to go online to send the e-mail.

  9. Click Save or Save and Close.

    This saves or saves and closes the e-mail message. The e-mail message appears as an activity for the case.

  10. Click Save or Save and Close.

    This saves or saves and closes the case form.

Related Topics

Work with Cases

Publishing Articles in the Knowledge Base

Work with Subjects

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