Emailing the Intake Interview form

After you've customized the Intake Interview form, you can simply email it to clients to complete and then email it back to you. A CaseMap wizard is used to insert the template into a Microsoft® Outlook email, which includes that attachment with default email content that you can use or customize.

 

 Intake Interview Form email example

 

hmtoggle_plus1To email the Intake Interview form to clients
1.Click the File tab, and then click Getting Started.
2.Under the Jumpstart Guide section, click Intake Interview Wizard.
3.When the wizard launches, click Next.
4.In the What do you want to do? box, select Email Intake Interview Form to client, then click Next.

Intake Interview Jumpstart wizard

5.In the Email Document Attachment Name field, type in the name you want for the form.
6.Click Finish to generate the email.
7.Review the content in the email.

You can modify the default content in the Subject line and body of the email as needed for your organization.

8.In the To field, type in the client's email address, then click Send.

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.833.3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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