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Global Settings > Apps > Case Management

Case Management

View and edit the templates used for internal emails, customer-facing emails, and other types of responses.

All templates are implemented by ForeSee Support. Contact your ForeSee Professional Services representative to add a template to your Case Management account.
  1. Go to Global Settings > Apps.
  2. In the left navigation rail, click the desired type of template, e.g., Email & Templates. Thumbnail images display to represent each of your Case Management templates.
  3. Click Edit for the desired template. The template displays for editing.
  4. Revise the HTML syntax of the Body as desired. Click Body token cheat sheet to expand a list of code snippets that you can copy and paste as needed. Changes in Body are automatically displayed in the Preview pane.
  5. Click Save. A confirmation message displays along the bottom of the screen and Save becomes disabled.
  6. Click the Back arrow next to the template name to return to the templates page.
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