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Acknowledge the request via email
Once you are assigned as a drafter, the Correspondence section becomes available on the Case Details screen where you can send an acknowledgement. The first step is to acknowledge that the correspondent has sent in a request.
In order to send a request, follow the steps below.
- Sign into eCase. Refer to the How to Sign into eCase section.
- Find a case in your Workbasket that you would like to send an Acknowledgement to.
If your case... Then… Is in your My Work tab · Click on the Manage link to take you to the Case Details screen Is in the Awaiting Allocation tab · Click on the Take Ownership link (or click on the Manage link if you have already taken ownership of the case). The Case Details screen appears. - Move down the Case Details screen to the Correspondence area. Click on the
Send Acknowledgement button.The Send Acknowledgement pop up window appears. The Respond By field will be defaulted to email from the Reply Preference field on the Case Details screen. - In the Address Replies To/Send From field, you have the option to select an email you would like to send the Acknowledgement email from. Your email address will appear along with any emails that have been entered in Mailboxes using a Mailbox Type of Send On Behalf Of for the team associated to the case or at a team higher in the organisation structure hierarchy.
NOTE if there are no additional emails set up in Mailboxes, your email will be pre-populated in the Address Replies To/Send From field. - If an Email address has been entered in the Correspondent Details section, this will pre-populate the To field.
- Optional: The Email
Template field will appear if there is more than one Email template to use
for the acknowledgement. Select the
relevant template by clicking on the drop down arrow.
NOTE The text can be viewed in the Body section. - To edit the Subject line, click on the Edit Subject link.
- Review and update the Body of the email as required.
- If required, in the Attachments area, select any relevant case files to attach to the
email.
- Click
on the Preview/Send Email button to check that all of the mail merge fields
work and that the email is correct.
- If you are ready to send the email, click on the Send button. If you need to amend any of the details, click on the Back link to go back to the Prepare Email pop up window.
Once the email is sent, a copy of the email will be available in the Correspondence section at the bottom of the Case Details screen.
Click on the arrow icon to expand the information and view the email that has been sent.