Generate correspondence 5

• Generate Correspondence Overview
• Generate Ad-hoc Correspondence
• Generate Correspondence from a Pre-set Task
• Standard Templates - Generate a Blank Letter
• Edit Email & 'Check By' Tool

Process a smart correspondence task 6

• Smart Correspondence Tasks Overview
• Smart Correspondence Tasks - Document/PDF
• Smart Correspondence Tasks - Email (Inline)
• Smart Correspondence Tasks - Email (with Attachments)
• Smart Correspondence - Discard a Correspondence Task

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Outgoing correspondence 1

• Outgoing Correspondence

Correspondence management 7

• Correspondence Management Overview
• Set up Correspondence Management
• Add Correspondence Contacts
• Delete a Correspondence Contact
• Add Correspondence CC's

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