Adding Correspondence Reference Documents

For any correspondence between you (or your company) and another involved organization or person, you should create a record of the correspondence and then add the source document that was transmitted.

Before you begin: Create the correspondence record. See Correspondence List.
See Also
In Other Guides
Reference Documents
  1. Open the required correspondence. See Opening a Correspondence.
  2. In the navigation pane, click Reference Documents
  3. If the required document already exists in the system:
    1. Click Actions > Add Existing.
    2. Search for the document.
    3. Click Submit.
  4. If the required document is not in the system:
    1. Click Actions > Create New > Document.
    2. Enter document details and click Next.
    3. Browse to locate the needed file, then click Done.