TRIM Tip: Tracking Movements of Correspondence
on January 12, 2011
Tracking both the internal and external movements of correspondence can be an everyday responsibility for some staff. TRIM has been designed with the convenient function of allowing this information to be managed electronically ensuring a higher quality of document tracking information is being captured. When physically posting or faxing a document a New Communication can be manually added to TRIM to track the movement of the correspondence. The New Communication tool can be used to track when documents were sent, who it was sent by and who it was sent to. It can even capture the reference number of express post parcels or courier deliveries. Manually capturing these types of communication provides an informative and useful audit trail of document interactions. To add a New Communication to an existing record simply search for and highlight the desired record, Right Click to bring up the menu, […]
