Emailing Checklists to a Customer

You can email customers the checklist directly from the checklist detail window.

Complete these steps:

  1. On the Checklist window, click the Select button of the checklist.

    The checklist window with Select circled.

  2.  The checklist detail window opens displaying all checklists for the ticket.

  3. Click the Send Email button to email the checklist to the addresses in the Email Address fields.

    checklists window toolbar with Send Email button and email address field highlighted.

  4. If there are multiple checklists, a window appears, asking you to select the checklist you want to email.

    Checklist selector window

    • To select all checklists, select All.
    • To select only one checklist, select that checklist.
    • Click the Select Checklist button.

  1. The email is sent. The customer receives an email with a link to the checklist(s) as follows:

    example of the email received by the customer

  2. When the customer clicks the link, the checklist opens in their computer's web browser as follows:

    example checklist opened in a computer web browser.