For the complete documentation index, see llms.txt. This page is also available as Markdown.

Correspondences

Keep all external correspondence organized in one place, with easy access and quick search.

The correspondence panel allows you to add scans of paper-based company correspondence, so that documents from clients and important institutions can be easily found and monitored. The list of correspondence can be easily filtered by:

  • Employee

  • Client

  • Other's signature

  • Own signature

  • Correspondence name

The panel also allows adding comments in the feed area, creating tasks, and viewing files by the selected correspondent.


Creating a new correspondence

New correspondence can be quickly added by entering key information such as the document name, important dates, and the file itself.

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