Letter attachments are stored as documents
What moves
Files attached to a letter are uploaded to the company's document storage and linked to the record.
Before you start
- Both modules in your plan
- Document storage configured
Step by step
- Mailroom clerkCorrespondence Register
Attaches a scanned letter to the register record.
You see:The file is uploaded.
- SystemDocument Management
Stores the file and returns a link.
You see:The record shows the attachment.
Related
- Correspondence Register
- Document Management
- New correspondents join the register
- Register activity reaches people as alerts
- Register, classify and route letters by conversation
- A letter routed to a department opens for its head
- A memo reaches a department and the sender sees who has opened it
- Connections between modules