7.17 Correspondence Tab

This topic provides information on the Correspondence tab, which records and manages communication details and related documents.

Ad-hoc correspondence enables user to include information from applications in document templates user create yourself without manually transferring the data. Ad-hoc documents can be generated as either Microsoft Word or PDF files.

Ad-hoc correspondence can be viewed on the Correspondence link’s Correspondence screen when user have opened an account. The screen enables user to generate a new letter or view a previously generated letter.

This section consists of the following topics:

• Correspondence Sub Tab
  This topic provides information on the correspondence.
• Letters Sub Tab
  This topic provides information on the letters tab, which records and manages official correspondence details.