Records & Correspondence

Records & Correspondence logs incoming and outgoing documents with number, date, subject and attachments. Attachments of documents marked confidential open only for authorized users via a short-lived link and are not mirrored to the document module. Warning letters from allocation term tracking are also created here as outgoing documents.

Key Features

• Incoming / outgoing document log
• PDF and image attachments
• Confidential documents: short-lived link for authorized users only
• Draft warning letters (from allocation term tracking)
• Document list and filtering