Enter new eSUB Correspondence for the current Project by clicking on the Correspondence title from the Correspondence Toolbox®.
Displays that this is new Correspondence.
Custom Correspondence Number
eSUB will automatically generate a sequential identification number for this Correspondence; this may be optionally overridden by entering a custom number for the Correspondence.
Select the project contact (see Project Contacts) sending the Correspondence. Only active Contacts appear as a selection.
Select one or more Project Contacts to whom you wish to email the Correspondence. Only active Contacts appear as a selection. Multiple Contacts may be selected by using the control and/or shift keys along with the mouse; this will produce multiple eSUB Correspondence documents.
Enter the subject of the Correspondence (eSUB defaults this to the Correspondence type.)
Enter a short note regarding the focus the Correspondence.
Select the salutation to apply to the Correspondence.
Select the signature to apply to the Correspondence. If a manual signature line is preferred select "signed by hand". Only those signatures for whom the User has been granted access are available for selection.
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Depending upon the Correspondence type one or more additional fields may be presented for data entry.
Select any issue to which this Correspondence should be linked.
Click the Save Data button to accept the entered data and file the Correspondence in your eSUB database.
Once Correspondence has been entered it will appear on the Correspondence Log from which it may be edited, emailed, viewed, etc.