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.

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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.