Steps:

  1. Log in to the system using your credentials.
  2. On the main dashboard, locate Case Management module.
  3. Within Case Management, click on Document Administration, then select Outgoing Letters from the dropdown menu.
  4. A list of all outgoing letters recorded in the system will be displayed.
  5. To add a new letter, click on the Add Outgoing Letter button.
  6. In the pop-up form, fill in all the required fields with the relevant information, including:
    • Client: Select the appropriate client from the list provided.
    • File: Choose the correct file under which this letter falls.
    • Delivered To: This is the person or entity to whom the letter is being sent.
    • Document Category: This defines the type or classification of the letter.
    • Letter Name: This is the title or name of the letter you are uploading.
    • Originator: Select the staff member responsible for sending the letter.
    • Viewer(s): These are users who should have access to view the letter in the system.
    • Upload a copy of the letter: This is where you attach the actual letter document.
  1. Once all the necessary details have been entered, click Save to finalize and record the letter in the system.