Correspondence

Every letter receives a unique registry reference when it is saved (single point of entry, ISO 15489). Set the prefix and the format for each register — click a token below the format to insert it. The sequence restarts every year when "Reset yearly" is ticked.

Design the letterhead, layout and default wording of your letters with the Template Builder. Outgoing letters are composed on a template and exported to A4 PDF.

Categories and departments classify letters (file plan). Their codes can be used in the reference format with {CAT} and {DEPT}. The default response time sets the response deadline of incoming letters that require a reply.

Letters are emailed with the PDF attached. Emails are sent through the company SMTP account when one is configured in CRM settings, otherwise through the platform mail service. Placeholders: {{reference}} {{subject}} {{recipient_name}} {{recipient_org}} {{sender_name}} {{company_name}} {{date}}.

Control which users can see each tab and use each button of this page. Users not listed here see the Dashboard with only the letters they created or that are assigned to them, and cannot delete letters or open Settings / Audit Log. Administrators always have full access.