1. In the correspondence window click Save.

The correspondence is saved to draft folder. Once the mail is saved, Correspondence saved successfully message is displayed and the following window is displayed. If the selected correspondence genealogy has a workflow assigned to it, on clicking Show Workflow, Workflow window is displayed. If a workflow is assigned to the genealogy, that workflow is displayed here, and workflow related operations can be carried out from the workflow window. 

Figure: Saving correspondence

If the checkbox next to the setting Generate Correspondence Number on send  is selected in document genealogy, default properties, while saving a correspondence after creating, correspondence number is generated automatically, and when the correspondence is send, number can be generated based on the numbering template assigned to the genealogy.

A mail saved in the draft folder can be discarded.

While creating a correspondence, for ease of operation users might copy and paste mail id in To and CC field of a correspondence. In such cases, users might accidentally copy and paste mail id of resources who are not a part of the project. While creating correspondence with non-project resources, on saving the correspondence a warning message, is displayed.

Click Yes to continue, No to discard the operation.

1. Open the mail that is saved in the draft folder.

2. In the tool bar click Discard.

The mail is discarded from the folder.

1. In the correspondence window click Send Mail.

Correspondence successfully sent message is displayed.

The mail is sent to the selected recipients.