The Outgoing Correspondence tab lists all tasks that generate correspondence (emails/letters) via the Standard or Smart Template functionality.
This screen provides a quick way to find all emails/letters that are waiting to be generated/sent.
To access this list:
- Go to the Main Menu of Equinox
- Click on Outgoing Correspondence in the middle of the screen
- Use the User filter to show tasks responsible for particular users
The list of tasks is split into two sections:
- Ready To Send – These tasks relate to Smart Correspondence that are Finalised
- To be Filled In – These tasks are relate to Standard or Smart Correspondence that are Drafts
The following options will be available for Smart Template correspondence tasks depending on the Content status:
Option | Description |
Create Draft | This creates an email draft in your Outlook account that you can view and edit before sending. |
Send | This option is only available on ‘Finalised’ Content. This enables you to send the email directly from Equinox. You will initially be prompted to sign into your Outlook account to authorise this. |
Preview | This option opens a pop-up box that enables you to view the email that will be created. |
Create Document | The documents will be downloaded in your internet browser. A copy of the document is saved to the Documents tab of the case. |
Discard | This option will disable the correspondence option on the task if the letter/email should not be sent. |
Mark as Done | If the email has been sent/the document has been finalised click this to close the task. |