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Incoming Mail

The incoming mail module allows enabling and disabling the management of incoming mail documents by individual organization, thereby ensuring flexibility, control, and compliance in handling incoming mail. It also allows switching the classification of incoming mail on or off, which displays a field on documents for selecting a classification code and retention period.

The Incoming Mail administration module also allows editing the registries used within the incoming mail management module.

  • Default incoming mail types: Request, Form, Letter, Consent, Notice

Procedure for Editing Contract Kinds and Types​

  1. Click the "Edit" button.
  2. Check or uncheck the boxes for individual functions according to the desired settings.
  3. Click the "Save" button to confirm the changes.

Note: Changes apply only to new documents.

The module also allows adding, editing, and deleting document types that are part of the registry for classifying incoming mail. Each document type can be enabled or disabled as needed, or its name changed. This ensures accurate document classification and standardized use of document types, which facilitates processing and improves the traceability of incoming mail.