- Click Change Genealogy.
Figure: Selecting folder (genealogy)
Correspondence Genealogy window is displayed.
- Select the genealogy under which you want to add the correspondence.
- Click OK.
NOTE: If the correspondence does not have a workflow assigned to it then Send Mail button is displayed. If the correspondence is saved with workflow and workflow is started then Send button is displayed.
When user changes the genealogy of a correspondence, workflow assigned to the new genealogy will be inherited by the correspondence. However, the following conditions are to be considered.
- If the workflow is already started, then the workflow is not changed.
- If there is no default workflow assigned to the new genealogy, then no changes are made.