Correspondence and document registers

Select the register, direction and category, then enter the subject, partner, dates and owner. Records can exist independently: not every letter needs a contract. References follow the configured numbering rules.

Attachments can have multiple versions. Search uses recorded details and extracted document text. Linked replies preserve the context of later correspondence.

Place the record in a case file and start its approval or processing workflow. Corrections retain their history. The assigned owner receives access needed for the work, without gaining access to every contract.

The three-step form covers document details, dates and responsibility, then the file and final review. Both category and document type are required. Going back preserves entered values, and a summary helps check the record before saving.

Document import shows recognised text and values in a copyable preview. Review suggested fields and the identified partner; creating a partner requires your decision and appropriate permissions. Text recognition does not replace reviewing the document.

With a configured NAV connection, search incoming and outgoing invoices and save the selected invoice’s header and lines with its registration. Register instalment invoices separately and connect them to the same contract or case file.

Long search periods are divided into smaller intervals. Retrieving invoice data does not automatically provide its PDF. Account allocation and accounting export are separate finance steps.

Record the handover time, sender and recipient. The first sender can default to the current user but can be replaced with the actual sender; subsequent handovers start from the previous custodian. The person recording the event is retained separately.

The recipient can confirm receipt. Chronological movement history shows handovers and custody duration where recorded times allow it. These records are also available in the Report centre.

An earlier day or year requires separate permission and a mandatory reason. The selected registration date and actual recording time remain separate, with a retained history. Future registration is not allowed.

If another record already uses an external reference, the system warns you and requires explicit confirmation before saving. This distinguishes an intentional repeated reference from an accidental duplicate.

Create a PDF performance certificate for an incoming invoice registered with detailed data. Check the recipient, add a note and explicitly confirm acceptance of the work. Sending requires your own active email connection and a separate sending permission; a sign-in email address alone is insufficient. After successful sending, the certificate cannot be changed or automatically resent.

Attach Outlook MSG files and open a readable message view or download the original, subject to permission. Message HTML does not execute; separate extraction of embedded attachments and automatic recognition from MSG files are not supported.