In this section, you define which partners receive which letters.

You need to define:

• Correspondence activity in which the letter is to be used.
• Consecutive number of document within the correspondence activity.
• Partner role of the addressee of the original document.
• Role of recipient/partner to receive this letter.
  If the role of the original addressee is not the same as the recipient of the letter, a copy is created.
• Document group and letter name.

Example

Within the correspondence activity "Contract processing", a mortgage loan contract has to be sent to the main borrower of a loan. You also want to send a copy to the guarantor of the loan.

You need to make these entries:

• Consec. number 10:    Role orig. addr    0100 (main borrower)
                          Role category    0100
                          Role type        0100
                          Document group    DARV
                          Letter name        VERTRAG.HYP
  
• Consec. number 20:    Role orig. addr    0100 (main borrower)
                          Role category    0200
                          Role type        0200
                          Document group    DARV
                          Letter name        VERTRAG.HYP

Activities

1. Enter the data under role/doc.group using the above examples.
2. When you enter the role category of the responsible clerk (under properties), you ensure that the recipient of the letter knows the contact person responsible.
3. Under output you define all the data necessary for printing your correspondence.
4. Save your entries.