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Correspondence Management

InfiniteECM for Banks

Incoming Mail Registration Process

The system allows the data entry staff to add new incoming mail record and fill out the Metadata such sender party, letter reference, date and subject/category and the security level of related department of the letter, and off course the system will auto generate the internal serial number related to the current year. The user can also link the incoming letter to the related outgoing letter if found.

After initial mail registration the added mail cab be retrieval by the authorized users in the organization and will appear in the search results and reports.

As final step the end user can start capture the related documents (scan paper or import e-documents) and attach them to the incoming mail.

Optionally the incoming mail letter can be sent to the required workflow template to automate the incoming mail distribution process for review & approvals.

The system provides ready reports regarding the Incoming Mail such as:

1- List of the current search results of the incoming mail records.
2- List of incoming letters with related outgoing letter if found.
3- The can also auto generate/print out the incoming mail letter stamp.

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