Working with 6-Project Management > 6-11 Document Control > 6-11-8 Correspondence > Setting up correspondence types

Setting up correspondence types

This functionality is available only if you have the Document Control Module.

To set up correspondence types:

1 Open 6-11-8 Correspondence.
2 Next to the Type drop-down list on the right side of the window, click the Add/View Records button.
3 In the Correspondence Type# cell, enter the type number.
4 In the Type Name cell, enter a description of the type.
5 On the File menu, click Save.

Links to more information . . .

Creating client or vendor correspondence

Deleting correspondence

About file and link Attachments on records

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.