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Users must either log into Connect or provide an email address for notifications to <br /> be delivered. Refer to Example D for sample email templates. <br /> Task Creation <br /> Tasks can be created manually by staff using the "Create Task" button. <br /> Automated task creation or advanced routing must be scoped separately. <br /> Task Types <br /> Training will be provided to the client to create task types, basic workflow and templates. <br /> Custom Email Messaging <br /> Additional status-based email messages can be configured using client-provided content. <br /> HTML formatting is required for proper display. <br /> Built-in Communication <br /> If a user logs in to submit their request, they will have access to built-in discussion tools <br /> and attachments for follow-up and communication. <br /> Refer to Example E for a screenshot of the discussion and attachments section. <br /> Example A- Form and Welcome/Final screen examples <br />