Case correspondence types – Ciphr

This guide explains how to set up correspondence types to manage the different types of communications involved when using the add-on Case Management module, such as letter, email, phone call etc.

Go to Case Management > Case Management Configuration > Case Correspondence Types
The screen presented will display the correspondence types that have been set up

Click Insert New Record
Enter the Name and Description, (the description is only visible within the case management configuration and cannot be seen by your end users) and select whether file uploads are to be allowed on this correspondence type
Click Update

Note: In order to upload documents into Cases it is recommended that you create a Personal Document Category eg 'Cases'.

Audio and video files cannot be uploaded directly to the case. We recommend storing these files in a secure internal location and adding either the link or file path to the case for reference.

The document path must be configured prior to being able to use the upload functionality – please contact Customer care for assistance.

Click Edit to make changes to a correspondence type:
- Ceased - can be used to disable use of that correspondence type
- Delete - a correspondence type can only be deleted if that type has not been used in a case

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