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Correspondence

The office's paper trail: every document that arrives or leaves gets its own number and status, and a lending log shows who holds the original and since when.

  • Version 19.0.1.0.5
  • Updated
  • 5 pages
  • 100% verified

Tutorial 1

Your first document

Record a paper that has just reached the office, with the contact it concerns, then register it so it gets its place in the office's paper trail.

How-to 3

Lend and return a document

Hand an original to a colleague or a client, see at a glance who holds it, and record its return so the lending log stays complete.

Record a lost or damaged document

Mark a paper that went missing or was damaged, cancel one recorded by mistake, and bring any of them back to draft when the situation changes.

Find a document and who holds it

Search the documents by number, title, contact or content, list the ones out of the office, and group them by borrower to know who to ask.

Explanation 1

How correspondence works

Why one record serves both directions, how documents are numbered, the life of a document from draft to lost or cancelled, why the lending log decides who holds a paper, and who may do what.