About Correspondence rules

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Purpose

Create correspondence rules to define, in HTML, templates for the content of outgoing correspondence. Each correspondence rule contains standard text for one type of correspondence such as e-mail, letter, or fax. JSP tags or directives allow correspondence to incorporate property values and calculations.

Informally, correspondence rules are sometimes called templates, as they define form letters for property values.

To print correspondence or send faxes, your Process Commander system must be connected to a Correspondence Output Server. To send correspondence as e-mail messages, your system must contain an Email Account data instance and connect to a mail server.

Correspondence rules that use JavaServer Pages tags can incorporate paragraph rules (Rule-HTML-Paragraph rule type), which provide rich-text editing on the rule form.

You can convert a correspondence rule previously saved with directives to the newer JSP format.

Where referenced

Rules of three other rule types can reference correspondence rules:

• Flow rules, using Notify tasks
• Flow action rules, indirectly through activities identified on the Action tab
• Activities

Access

Use the Application Explorer or the Cases and Content slice () to access correspondence rules that apply to the work types in your application. Use the Rules by Type Explorer to list all the correspondence rules available to you.

Category

Correspondence rules are part of the Process category. They are instances of the Rule-Obj-Corr rule type.

	About JavaServer Page tags Correspondence concepts and terms About the Correspondence Output Server About Email Account data instances
	Atlas — Standard correspondence rules

Process category
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