We are brand new to our Service Center being live and for this upcoming Open Enrollment period (as we are still utilizing paper applications) plan to create a case based off all paperwork submissions as a way to track and follow up with everyone that there paperwork has been received (this was previously done in email and was a nightmare).
We would like to have a standard message to go out to everyone notifying them that their forms have been received and which forms they were, to review their information on their paychecks, etc. Is there a best way to create this template so that our team doesn't need to retype this information each time?
Thanks!
