Outgoing mail refers to the postal letters and packages that your office has sent. It helps you keep track of all the mail and packages associated with a specific case number. This record includes details like the case number associated with the outgoing mail, tracking number, and Mail Carrier.

How to add mail information under outgoing mail

• Click “Add Mail”
• Check off “payment checked” if you have collected the fee from your client before mailing out the file
• Enter the case number
• Mail number is pre-selected
• Enter the name of the sender
• Enter the tracking number
• Select recipient
• Select branch or office location
• Select outgoing mail type (ie. biometrics notice, receipt notice, etc.)
• Select mail carrier
• Select date of the sent mail
• Click “Add File” to upload the scanned mail
• Enter the next step to be taken after mailing out the file
• Enter a description
• Click “Save”