Video tutorial:

In the CORRESPONDENCE application, press the “+” button and select NEW CORRESPONDENCE.

A file attachment wizard will appear. You can add an attachment now or skip this step and add it later.

In the next step, a list of available correspondence types will appear. You can select the appropriate one from the list or change the correspondence direction by displaying the second list (incoming <-> outgoing).

Information

The new document will open in the INFORMATION tab. Enter the document number.

Select the document source

and confidentiality.

If needed, you can add a responsible person in a similar way.

Customer

In this tab, enter the contractor’s details. You can select from the list by clicking the FULL CONTRACTOR NAME field and typing the search criteria to find the contractor in the database. By clicking the arrows in the search window, a list of searchable parameters will appear. After selecting the contractor, the fields will be populated. The data in the fields can be edited.

Content

In the CONTENT tab, enter the subject and content of the document. You can also add an attachment by pressing the ATTACH FILE button, or: preview it (eye icon), delete it (red “x”), and download it (downward arrow icon).

You can preview the added attachment from any tab – just press the paper with eye button.

Dates

In this tab, you set the dates: document date, receipt date, and suggested response date.

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

Approval

Depending on the configuration, a given document type may require approval. Press the approval level and select the decision-maker from the list. Note: the person may be filled in automatically and cannot be changed.

Save the completed document or send it for approval.