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Click the “
Actions“ dropdown button on a rowFrom the drop-down, click “Send Email”
Fill A dialog will display; fill out the form and click “Send”
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using the email options provided
Click “Send”
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Email selected assignees
On the Review page, you can action all forms matching your filter or specific forms based on user selection.
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Clicking the checkboxes in the table allows you to select specific forms to action at once
Once you are happy with your selection, click the “Actions with Selected” button
Click “Email”
A dialog will display; fill out the form using the email options provided
Click “Send”
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Email all form assignees matching your filter
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Click “Action with All Filtered Forms (number)” to take action on all forms matching your search criteria.
Click “Remove” “Email”
A dialog will display with an optional comment on why it was removedClick “Remove” to mark it as deleted; fill out the form using the email options provided
Click “Send”
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Email form options
The details below describe the options available to you when sending emails:
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