Letter Detail Page #

Details Tab #

• Letter information: reference, subject, purpose, sender, receivers, keywords, stage, creation date, custom field values.
• Workflow status and current holder (if a workflow is active).
• "In Response To" table showing the parent letter (if this is a reply).
• "Responses" table listing all reply letters.
• File attachments with view and download buttons.

Workflow Tab #

Internal review workflow steps and status. See the Workflows section for details.

Available Actions #

Actions are shown based on permissions:

• Reply: Create a response letter (receiver, Document Controller, letter is Open).
• Acknowledge: Close an informational letter (receiver, purpose is "For Information", letter is Open).
• Edit: Modify the letter (sender, Document Controller, no responses exist).

Custom Fields on Letters #

Letters support project-level custom fields configured in Project Settings. The same field types are available: Text, Number, Date, Single Select, Multi Select.