Compose and send an email about a regulatory agency record

Compose and send an email about a regulatory agency record to multiple stakeholders within or outside your organization by using the Compliance Workspace.

Antes de Iniciar

Role required: sn_grc_case_mgmt.grc_case_analyst

Por Que e Quando Desempenhar Esta Tarefa

You can compose and send emails regarding regulatory agencies to multiple stakeholders. For example, you can consult the legal team for any required interpretations or guidance on a newly added regulatory agency record. You can manage these emails from the Regulatory Agency record page.

Procedimento

1. Navigate to Workspaces > Compliance Workspace.
2. Select the list icon and then Navigate to Regulatory information > Agencies and select the agency you want to compose an email for.
3. Select the More actions icon .
4. Select Compose Email.
5. On the form, fill in the fields.

   Tabela 1. Email Draft form

   Field	Description
   To	Email ID of the recipient. You can add multiple email IDs, separated by commas, in this field to send an email to more than one recipient.
   Subject	Brief summary or title of your email.
   Email message	Body of your message that includes any information, requests, or details that you want to convey to the recipient. You can format the text, add attachments, and include links in this section. Nota: You can send emails to both internal users and external stakeholders who don't have access to your instance. You must provide the basic record details in the subject line or body of the email to make them aware of the record that you're referring to.

6. Opcional: To add attachments, select Attach File.
7. Select Send Email.
   The email has been sent to the recipient. You can view emails associated with the regulatory agency record by navigating to the Emails tab of that record.