Sending a Letter #

Navigating: Click "Send Letter" in the sidebar or use the Quick Actions dropdown.

Step-by-step #

1. Select Receivers (required): Choose one or more recipient companies.
2. Enter Subject (required): Maximum 255 characters.
3. Enter Letter Reference (required): A unique reference number for this letter (max 100 characters, must be unique within the project).
4. Enter Keywords (optional): Keywords for search purposes.
5. Select Purpose (required): Choose "For Action" or "For Information" (see below).

6. Fill Custom Fields (if configured): Project-level custom fields.

7. Upload Attachments (at least one required): Attach one or more files.

8. Link to Parent Letter (optional): Check "This letter responds to an earlier correspondence" to select a parent letter. This makes the new letter a reply.

9. Click "Send Letter".

After sending, a success screen shows options to "Create Another Letter" or "View Letter".

Letter Purpose #

Each letter has a purpose that determines how it can be resolved:

For Action: The receiver must reply with a formal response letter to close this letter. The "Reply" action is available on the detail page.

For Information: The receiver can close this letter by clicking "Acknowledge" (no reply needed). A formal reply is also accepted.