Application Area: Correspondence Management

Manage partners

Partners are stored in a partner list. The user can change the properties of the partner.

The access rights to the partner are defined via the roles.

Manage projects

Projects are stored in a project list. The user can change the properties of the project.

Access rights to the project are defined via the roles.

Manage shelves

Shelves can be accessed by combining a project and a partner.

This combination can always be achieved via the project or via the partner.

The user can change the properties of the shelf.

The access rights to the shelf are defined via the roles.

Create directories

The user has the option of creating a directory. In a directory any objects can be created and managed.

Create letters

The user has the option of creating a letter on a shelf and providing corresponding attachments or texts. In addition, this letter can be sent by the user to the stored or an external partner.

Create events

Events can be created and managed in the shelf calendar.

Create tasks

Tasks can be created and managed in the shelf calendar.

Manage shelf documents

The specific documents in the document list can be changed and created by the user on the shelf.

Create action item list

The user can create action item lists. These action item lists are necessary for managing action items.

Create action items

The user can create action items. These action items must be created in an action item list.

Create document list

The user can create document lists. These document lists are necessary for managing documents

Create documents

The user can create documents. These documents must be created in a document list.

Create open point list

The user can create open point lists. These open point lists are necessary for managing open points.

Create open points

The user can create open points. These open points must be created in an open point list.

Register emails as letters

The user has the option of registering e-mails as letters.

Archive emails to email folder

The user has the option of archiving e-mails in e-mail folders.

Correspondence Management-Configuration

General settings can be made in the Correspondence Manager Configuration, which determines the configuration of all partners, projects, shelves, directories, and registrations in a directory. By assigning roles, users are authorized to use correspondence management.

Manage projects

The app administrator can create and manage projects in the configuration. The access rights for the project can be defined by assigning roles in the project.

Manage partners

The app administrator can create and manage partners in the configuration. The access rights for the project can be defined by assigning roles in the project.

Manage shelves

By composing a partner and a project, the app administrator can create and manage a shelf. By assigning roles to the shelf, the access rights for this can be defined.

Manage letters

Letters and e-mails can be managed by the app administrator within a shelf. Drafts can also be created in the course of sending letters, and corresponding processes can be stored for further processing of the attachment.

Manage action items

The app administrator can define and manage action items in an action item list on the project as well as on the partner and on the shelf.

Manage documents

The app administrator can define and manage documents in a document list on the project as well as on the partner and on the shelf.

Manage open points

The app administrator can define and manage open points in an open point list on the project as well as on the partner and on the shelf.