Preview an email from the Emails related list

task brazil Updated Sep 10, 2026 1 min read preview-email-cases.md
Raw file servicenow.com

Preview emails directly from within cases. With this capability, you can select case-related emails and read the details in full view.

Before you begin

Role required: sn_customerservice_agent

About this task

For information about adding or modifying actions on a form, see the following topics:

Procedure

  1. Open CRM Workspace.

  2. Select and open a case.

    The case opens up in a new tab.

  3. Select the Emails tab.

  4. Select an email to preview from the Emails list.

    The email opens in a sub tab and displays the details.

    [Omitted image "email-tab.png"] Alt text: Details tab displaying email information of a case record.

  5. Select Reply or Reply All to reply to the message you’re viewing or select Forward to forward the email.

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