Tag: Correspondence

Correspondence History

In the Contract and Correspondence section of the personnel record is the correspondence history which is created when you select the option to save while printing or sending a correspondence from the  Letters menu.  The history shows the template name that was used, the sender, the date sent, the method sent and the status.

You can see more details of the correspondence by clicking on the View icon.  If the correspondence was sent as a pdf, click on the Envelope icon to see what email text was sent along with the pdf.

You can also delete a correspondence that might have been generated in error by clicking on the Delete icon.

Sent Correspondence Report

To see all the sent correspondences that have been archived in the employees’ records, select the Sent Correspondence History found in the Reporting menu.  This report is only for viewing, not for printing or exporting,  and provides a way to easily find when certain documents were sent and their status.  By clicking on the envelope icon,  you can see the email that was sent with certain documents. By clicking on the information icon, you can see the exact document that was sent.