To create an incoming document, launch the Correspondence application and select the INCOMING view. Then click the CREATE NEW DOCUMENT button.

Select the type of correspondence.

In the BASIC INFORMATION tab, click on CONTRACTOR FULL NAME to assign them to the correspondence.

Search for the contractor in the database using the selected parameter.

Once the contractor is selected, the information will automatically fill in the other fields related to the contractor. If necessary, you can edit these details.

To assign a location and contact person, click the button and select the appropriate option from the list (or multiple options if it’s a multi-select list).

Similarly, you can assign values to the fields: Document Type, Document Source, Document Confidentiality, Responsible Person, Client Manager, Department, and Notified Persons.

Enter the document number. The journal number may be automatically filled in, depending on the configuration.

If you want to link a document from another application to the correspondence document, click the “+” button in the section.

Select the application

and select the document from the specified application.

The selected document will be linked to the correspondence.

In the DOCUMENT DETAILS tab, enter the subject and content. You can add values to the fields after attaching the correspondence document. You can read more about this in the article:

Enter the dates (document creation, receiving, and response dates). Click the calendar icon and select the date.

After providing a response, you can check the RESPONSE GIVEN box.

To add a document as an attachment, click the +ADD ATTACHMENT button and upload the document.

In the APPROVAL PATH tab, enter the decision-maker. Click the level button

and select the person from the list.

Note! Depending on your company’s procedures, the approval path may already be filled in and cannot be edited.

Save the completed document or send it for approval.