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Adding a correspondence

Users can easily generate and manage any type of correspondence content with a professional, standardized, and consistent appearance.

Adding a correspondence includes different steps like assigning a unique reference number and recipients for the correspondence, attaching documents to the correspondence and entering additional correspondence details. Correspondence can be added from a smart folder and from the global menu. Adding a correspondence involves the steps mentioned in the following navigation table.

Navigation Table

To	See
Open the correspondence window	Opening the new correspondence window
Add recipients for the correspondence	Adding correspondence recipients
Search and add recipients from a list	Finding and adding mail recipients from a list
Enter basic correspondence details	Entering basic correspondence details
Enter advanced correspondence details	Entering advanced correspondence details
Add attachments to the correspondence	Adding Attachments
Enter mail content	Adding notes to the correspondence
Save and Send the mail	Saving and Sending the mail
Circulate the correspondence for review	Circulating the correspondence for review
Follow Up Correspondence	Flagging Correspondences