Bear in mind that you create a Correspondence in PMWeb when you want to send information to a recipient and this might become a thread in where both parties exchange information.
Which roles are involved in the workflow of a Correspondence and how to take action on it are covered in the section Correspondence Workflow
To start creating your Correspondence click in the ´+´ button from the Module Buttons panel and you will be redirected to the creation form as shown below:
Once you have all the information in the main screen filled in, you have to click on Save and the document will be created.
After this step you can add more information using the other tabs described below if required.
When you are sure everything is alright you can go to the next step and initiate the workflow. This is covered in the section Correspondence Workflow.
For default field details check the following section.
Subject of the correspondence
Quick summary of what the correspondence is about.
Here you can elaborate your letter adding the content of it.
Note: The document will be sent in plain text, so the format will not be kept after submitting. Bear in mind you can always add an attachment such a .doc xls file to add all the information required.
Add a 'Date response Request' if you want to make sure your communication has been received and a response sent within a defined timeframe.
Refer to a specific document when sending a response to follow the thread in the 'Document References' tab. More information can be found in this section.
Add more details regarding the external sender or recipient such as full mailing address.
Set the Correspondence as Confidential so you make sure only a specific security group can read it.
