You need the Retrieve letters permission.
Open the letters
Open the customer.
Click Files, then Letters.
What the list shows
Column | What it shows |
Document | The letter's file. |
Type | The letter type, for example Dunning or Legal demand. |
Date | When the letter was generated. |
Status | Where the letter is, for example Requires input or Eligible for outbound processing. A failed letter also shows why it failed. |
Template | The template and the version used. |
Source | Automated (a workflow), User (a user generated it) or External (a file marked as a letter). |
View, download or print
Use View, Download or Print on the letter's row. If nothing opens when you click View or Print, allow pop-ups for Kolleno in your browser.
The letter's PDF also shows under Uploaded files. You cannot change or delete it there, so the letter record stays complete.