Working with Documents

Working with documents involves creating a document then selecting forms that have been added to the Correspondence library, adding any required attachments, and addressee information.

Your user name must be associated with a group that has permissions to create new documents. Your Correspondence Administrator can provide more information about obtaining a valid user ID.

The general steps in working with documents are:

  1. Create a document.
  2. Add forms to the document.
  3. Add attachments to the document.
  4. Add addresses to the document. (Addressees are recipients who will be receiving the generated document.)
  5. Update a document.
  6. Edit the document's data.
  7. Managing documents.
  8. Submit the document for approval.

See Also