Correspondence Automation & Management

Automates Correspondence Generation (Letter, email & other documents) 

Build letters quickly with Microsoft Word.

  • Assign Unique Reference number

  • Auto insertion of the address

  • Always prompts to select a template?

  • Put signature at the bottom

  • Automates naming & saving of the documents.

  • Your letter is ready with or without minor editing.

Auto profiling of each letter/document for quick retrieval in future.

Generates emails with Microsoft Outlook

Assign unique number to each mail.

Facilitates to select email templates for standardized emails.

Auto pick up of email ID of the selected contact.

Recording Incoming Letters

Facilitates to store by scanning incoming letters/faxes.

Facilitates to assign status and remarks for action.

Assign unique ID

Status Tracking 

Assign & track status and remarks for each incoming & outgoing letters, emails & other documents..

Retrieve correspondence for a particular status or remarks.

Quick Retrieval of Past Correspondence 

Lists correspondence of a particular contact instantly

Retrieval of the desired document by Ref. No. , to use as an effective communication reference point.

Lists Today’s Correspondence & Documents to have an overview of what documents and letters has been generated by different users in the organization. 

Retrieval of Correspondence & Documents between specific dates.

Look for specific letter/Document/email

Provides look for specific documents facility based on any correspondence properties*.

Beginning text for any property value of the documents where you may be interested to get very specific documents.

Text Search in any property filed of documents/correspondence where you may be looking for one or multiple documents belonging to a particular value of a particular property.

Sorting of correspondence/documents is possible on click of the header of the column means any field of your correspondence register. A-Z or Z-A)

Advance Search of Correspondence & Documents:

Filtration of correspondence based on the value of any properties of documents.*.

Further Look for specific correspondence / documents facility is available in filtered correspondence/documents

 

 Correspondence/ Document Properties are:

Name of Subject

Category of Letters

Name of Company

Name of Contact Person

Contact Type

Contact Category

City

State

Country

Dispatch Date

Dispatch Mode

Letter Author

Letter Status

Information in Remarks filed etc.