This article provides basic work instructions for the Correspondence module in Relatics 5, including how to create a correspondence theme and related emails, as well as how to retrieve and manage associated elements.
Introduction
In this module you can administrate all correspondence of a project. You can’t send emails via Relatics. You still need to send your email via your own email browser, but you can administrate all the correspondence in Relatics.
Objective
You do this to have complete traceability on your project mail flow. Often mail is kept in individual email browsers. This can eventually become a problem. Let’s say you need information that was sent in an email 3 years ago to someone that is no longer working for the company, How would you find the email?
Solution
Relatics reduces the problem, if used correctly and consistently.
Work Instruction – Correspondence
Need help getting started?
In addition to this article, we’re happy to offer further support in using the Correspondence module. We can also provide a Relatics training tailored to your project or team. Simply leave your phone number in the ‘Get in Touch’ form below, and we’ll contact you shortly.