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 View list, select the filtered view you want.
  3. In the list of cases, open the case you want to view.
  4. On the Notes and Article tab, click the Article box and search for the article. You can select a record from a filtered list in the Form Assistant pane, or you can click the Lookup button Lookup button to search for other records.
  5. Select the Show article check box.

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

  6. Click E-mail KB Article.

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

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