Creating a mail document

Next: Viewing/managing a mail document Up: Paperwork management Previous: Access levels

Creating a mail document

For instance, when a mail document is physically received, it is scanned as a PDF ; it is then uploaded into Blue Chameleon's Mail Manager in the way illustrated below.

The simple process is as follows : on the Mail Management Page, the is clicked, leading to a client search, that ultimately makes the makes her/him featured in the eponymous field ; the same button is clicked again, leading to a page where :

client general information is summed up ;
the document to be uploaded via is given a name ;
its type as well as its state ('received') are chosen ;
the creation of a ticket is recorded (if type allows/forces it), and this ticket can be already forwarded to another person ;
the reception date of the document can be set (it is set by default to the current day) ;
an access level is chosen.

**Figure 7.46:** "Entering" a newly-received and scanned document into Blue Chameleon.

Upon successful creation, the Mail Management Page will feature the document in its table :

**Figure 7.47:** A document with all its main information.

There, provided the user's privacy level is equal to or greater than the document's access level : the name of the mail document is featured as a click-link that allows to download it and three buttons are accessible : for viewing it, viewing its ticket, or make it attached to another document.

These actions are described next.

Subsections

Next: Viewing/managing a mail document Up: Paperwork management Previous: Access levels