A letter's enclosures are files in Documents

What moves

The files that arrive with or go out with a letter are stored as documents in Documents; Correspondence keeps only the mailroom details such as whether a file is a formal enclosure.

Before you start

• Documents and Correspondence in your plan
• A storage location connected in Documents

Step by step

1. Mailroom clerkDocument Management

   Uploads the scanned letter or its enclosure in Documents.

   You see:The file is stored with a fingerprint and versions.

2. Mailroom clerkCorrespondence Register

   Opens Attachments on the correspondence record, chooses Attach from Documents and picks the file as an enclosure.

   You see:The record lists the file with its type and description.

3. Correspondence officerCorrespondence Register

   Opens the enclosure from the record.

   You see:A short-lived download link is issued and the download is written to the register's access log.

4. Records managerDocument Management

   Finds the same file in Documents search.

   You see:One copy serves both modules, under one set of access rules.

Related

• Correspondence Register
• Document Management
• Copilot works the register
• Correspondents come from the shared register
• Departments and people from HR address the mail
• A circular is published and its audience finds it
• A complaint is escalated to a named person and resolved
• Connections between modules