To add a new mail, do the following:

1. On the mail page, click on the Add New Mail button.
2. When the button is clicked, Add Mail dialog will pop up.
3. On the Add Mail dialog, the enter the following attributes:

• Mail Category *: A dropdown list with Incoming and Outgoing mail. This is used to determine if the mail is entering the system or leaving it.
• Mail Medium *: A dropdown list permitting the user to enter how the mail was sent (e.g., postal carrier, electronic).
• Is this a returned mail? A checkbox. When checked, it shows the mail is returned.
• Case Number: A text field for entering a case number in connection with the mail.
• Mail Number: A text field for a special identifier number given to the mail.
• Tracking/Reference Number : A text field to enter a tracking number (for couriers) or any other reference number that is connected with the mail.
• Sender *: A text field to type the name or information of the sender of the mail.
• Incoming Mail Type *: A dropdown list to enter the type of incoming mail (e.g., letter, package, document).
• Mail Carrier *: A dropdown list to choose the mail carrier (e.g., UPS, USPS, FedEx, DHL).
• Mail Receipt Date *: A date to enter when the mail was received.
• Recipient *: A dropdown list to choose the recipient of the mail.
• Branch *: A dropdown list to choose the appropriate branch or department with which the mail is related.
• Was It Sent To The Designated Branch Office?: A check box, appropriate for internal mail distribution.
• Upload File *: This field provides space to upload files pertaining to the mail. The asterisk marks it’s a mandatory field.
• Click to Upload or drag and drop: Instructions to upload files.
• (PDF, PNG, Docx OR JPG) (MAX. 100MB): Defines the file types that are allowed and the max file size.
• Next Steps *: A text field where the subsequent actions to be performed in respect of this mail can be typed.
• Due Date *: A date field to specify a deadline or due date associated with the mail or the next steps.

4. Upon filling in all the above attributes, click the Save button.