Correspondence
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      How do I send correspondence to people & beneficiaries in my case?

      This article will guide you through how to use the platform's correspondence feature - allowing you to generate case specific documents to send to relevant people in your case

      How do I use the Correspondence feature?

      • Navigate to the Estate overview page of the case you are working on
      • Click Correspondence on the left hand side menu

        20250916 Correspondence Estate Overview Page
      • In Correspondence click + Create

      20250929 Correspondence Main Page (People)

      • Choose which Correspondence template you would like to use and who will be the Recipient using the drop down menus on the left hand side 

      👉 By clicking Manage templates in the top right hand corner you are able to access your Template Library

      💡For guidance on how to create Correspondence Templates please see our knowledge base article 


      20250929 Create Correspondence Page (People)

      💡 The righthand panel will show you a preview of the template you have selected

      ⭐ The list of Recipients available to send correspondence to will be populated from the information you have entered in the People & beneficiaries section of your case

      • After selecting a Recipient, if there is an address held for that person, you can choose that address or manually enter an address to send the Correspondence to 

      20250929 Create Correspondence Page (People) 2

      • Clicking Generate will take you to the Generated Correspondence page where you will see a fully editable preview of your document

      ⭐Placeholders entered into your template will populate once you have clicked Generate

      20251002 Generated Correspondence Page (People)

      • Here you are able to make any final edits to the generated correspondence document
      • You can also Save to Case or Save & Download your correspondence as either a PDF or Word document

      ❗An error message will appear if placeholders are unable to be populated e.g. There is a 'Deceased NI number' placeholder in your correspondence but no NI number has been entered for the deceased on the platform

      🌈To resolve this error you will need to update the case with the relevant information to populate the placeholder or manually edit the Correspondence document 

      • All saved correspondence will appear on the Correspondence page
      • You are able to Search correspondence, Edit/Delete Correspondence (by clicking the 3 dots) and View Correspondence from this page 

      20251002 Correspondence Main Page (People) 2

      • Selecting to View a correspondence document will take you to a page where are you are able to Edit, Download or Print the correspondence

      20251002 Saved Correspondence Page (People)

      💡To send correspondence to a financial institution please see this article: How do I send correspondence to financial institutions in my case?


      👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help

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