--- title: How do I send correspondence to people & beneficiaries in my case? description: Generate correspondence to executors, beneficiaries and organisations and auto populate your Exizent case data --- [Skip to content](https://knowledge.exizent.com/correspondence-contacting-people#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en) # 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](https://knowledge.exizent.com/hs-fs/hubfs/20250916%20Correspondence%20Estate%20Overview%20Page.png?width=228&height=607&name=20250916%20Correspondence%20Estate%20Overview%20Page.png) - In Correspondence click **+ Create** ![20250929 Correspondence Main Page (People)](https://knowledge.exizent.com/hs-fs/hubfs/20250929%20Correspondence%20Main%20Page%20(People).png?width=688&height=314&name=20250929%20Correspondence%20Main%20Page%20(People).png) - 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](https://knowledge.exizent.com/correspondence/template?hsLang=en)  ![20250929 Create Correspondence Page (People)](https://knowledge.exizent.com/hs-fs/hubfs/20250929%20Create%20Correspondence%20Page%20(People).png?width=688&height=327&name=20250929%20Create%20Correspondence%20Page%20(People).png) 💡 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](https://knowledge.exizent.com/hs-fs/hubfs/20250929%20Create%20Correspondence%20Page%20(People)%202.png?width=688&height=332&name=20250929%20Create%20Correspondence%20Page%20(People)%202.png)** - 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)](https://knowledge.exizent.com/hs-fs/hubfs/20251002%20Generated%20Correspondence%20Page%20(People).png?width=688&height=320&name=20251002%20Generated%20Correspondence%20Page%20(People).png) - 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](https://knowledge.exizent.com/hs-fs/hubfs/20251002%20Correspondence%20Main%20Page%20(People)%202.png?width=688&height=314&name=20251002%20Correspondence%20Main%20Page%20(People)%202.png) - 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)](https://knowledge.exizent.com/hs-fs/hubfs/20251002%20Saved%20Correspondence%20Page%20(People).png?width=688&height=332&name=20251002%20Saved%20Correspondence%20Page%20(People).png) 💡To send correspondence to a financial institution please see this article: [How do I send correspondence to financial institutions in my case?](https://knowledge.exizent.com/correspondence-contacting-financial-institutions?hsLang=en) 👷 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. 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