Last updated: 2025-11-21
In this Topic
Overview
When viewing a policy, the user can access the Letters/Documents content link to view sent letters and uploaded documents related to the policy.
Letter Log Section
The Letter Log lists all policy-specific letters that have been sent. To view a sent letter, click the icon in the Open column.
To send a letter, click the Correspondence button in the Custom Button Bar. A dialog box listing contacts related to the policy opens, enabling the user to select one or more recipients.
For more information, see Correspondence.
Document List Section
The user can upload a document, image or any other type of file to a policy here. To learn how to upload files, see Contacts and Businesses - Letters/Documents Content Link.
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