To create a new correspondence document, open the CLIENTS app, press the “+” button, and select CORRESPONDENCE.

Search for the contractor related to the correspondence and confirm.

Select the person for the contract, choose the type of correspondence (incoming/outgoing), and fill in the document type and number. Select the document source.

Choose the responsible person.

In the document details, enter the subject and content of the correspondence, and select the creation and receipt date of the document.

You can add a comment and an attachment. The attachment can also be downloaded (downward arrow icon), viewed (eye icon), or deleted (red “x”).

Save ready document with floppy icon.