Part II: Correspondence

Basics of Correspondence

Correspondence Administration

Correspondence Types and Groups

Creating a Correspondence Type

Correspondence Type Groups

Creating a Correspondence Type Group

Associating the Correspondence Type Group with a Node

Correspondence Generation Rules

Correspondence Generation and Work Item History

Correspondence and Work Item Resolution

Creating a Correspondence Generation Rule

Approvals

Approval Configuration

Approval Queues

Configuring Operators to Approve Correspondence

Approval Groups

Creating an Approval Group

Assigning an Approval Group to a Node

Assigning Approval Queues to a Node

Paragraph Templates

Creating a Paragraph Template

Paragraph Templates in Other Templates

Format for Standard ParagraphTemplates

Format for Conditional Paragraph Templates

Paragraphs Based on Custom Field Values

Paragraphs with Template Names as Values

Letter Templates

Differences Between Letters and Internal Messages

Filters

Enclosures

Sample Letter Template

Creating a Letter Template

Printing Letters

Letters to Multiple Individuals

Creating One Template for Multiple Individuals

Creating Multiple Templates for Multiple Individuals

Internal Message Templates

Sample Internal Message Template

Creating an Internal Message Template

Data Inserts

Formats for Data Inserts

Blank Lines and Spaces

Sample Data Inserts

Field Codes

Paragraph Selection Rules

Creating a Paragraph Selection Rule

Paragraph Types

Paragraph Types and Selection Rules

Creating a Paragraph Type

Printers and Correspondence

Printers and Printer Groups

Printer Order

Printer in Printer Group at Node

Printer Associated with the Correspondence Type

Printer Assigned at the Node

Creating a Printer Group

Associating a Printer Group with a Node

Associating a Printer with a Node

Reprints