"Filing" Section
This section is usually already filled out after importing the email.
File
Remove the assigned file with the X button if you want to change the file assignment.
Enter a file number or document title for the "starts with" search using the magnifying glass button.
Use the arrow button to open a drop-down menu listing all files. Select a file from this list.
Register
Remove an already assigned file register with the X button.
Use the arrow button to access the register structure of the selected file. Double-click to select the appropriate node.
"Document Data" Section
Title
- The subject of the email is automatically entered here. The title can be overwritten. The original email subject remains and is displayed in the "Mail Draft" section.
Comment
- Enter a comment if necessary.
Document Category
-
Select one of the available document categories from the drop-down menu.
Note
You manage the document categories to be selected here in the office settings.They can be displayed in a column in the document list. Use the column editor to show the column if needed.
Document Class
- The options in the drop-down menu (currently only "Claim Registration") are predefined by stp.one and cannot be changed by the office. The field is needed for linking with other stp.one services (e.g., STP Smart Claims). The field is also available for manual editing/viewing via the interface and for selection in the Collector.
Letter Date, Date In/Out
- Manually enter a date in the date fields or use the calendar button.
Mail Route
-
Each email is automatically assigned to "Incoming". You can only select one mail route per email.
- "Incoming"
- "Outgoing"
- "Internal"
- "Draft"
- "Is Template"
"WinMACS Attorney" Section / "WinMACS Notary" Section
Manually fill out the fields for Participant and Document Number.
"Mail Draft" Section
The fields are for informational purposes only and contain facts that are read-only.
Related to