To create an outgoing document, open the Correspondence application and select the OUTGOING view.
Click the CREATE NEW DOCUMENT button.

Select the type of correspondence.

In the BASIC DATA tab, click CONTRACTOR FULL NAME to assign a contractor to the correspondence.

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

Once the contractor is selected, their information will automatically fill in the corresponding fields. You can edit these details if necessary.

To assign a location and contact person, click the button and select the appropriate entry (or multiple entries from a multi-select list).

Similarly, you can assign values to the following fields: Document type, Document source, Document confidentiality, Responsible person, Client manager, Department, and Notified persons.

Enter the document number and TAG. To confirm the TAG, after entering the value in the field, approve it using the “+” button.

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

Choose application

and document

The selected document will be linked to the correspondence.

In the DOCUMENT DETAILS tab, in the DOCUMENT DETAILS section, enter the subject and content. You can fill in the fields after adding the correspondence document as an attachment. You can read more about this in the article mentioned.

Wprowadź daty początku i końca obowiązywania dokumentu. Kliknij ikonę kalendarza i wybierz datę.

To add the document as an attachment, click the +ADD ATTACHMENTS button and upload the file.

In the DETAILED DATA section, click SHIPMENT TYPE and select an option from the list. You can also select DELIVERY CONFIRMATION in the same way.

Fill in the following fields: Shipment value, Shipment weight, Fee, Cash-on-delivery amount, and Remarks.

Save the completed document or send it for approval.