Share a General Correspondence notice

Step 1:  Go to the General Correspondence register

Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.

Step 2:  Click the overflow button

Click the overflow button on the right-hand side a General Correspondence notice block and select "Share" from the menu.

Note: to select multiple General Correspondence notices to share, hover over the notice and click the checkbox on the left-hand side of the notice title.

Step 3:  Add recipients and share

Add one or more contacts you would like to share your selected notices with by typing into the search field and selecting them from the list.

If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.

Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view or download shared notices.

Step 4:  Notifications 

After sharing a General Correspondence notice, each contact receives an email notification like the one in the example below.

Recipients can click the "Download Notice" button to download the General Correspondence notice pdf and any related attachments.

 

Example: General Correspondence notice share email notification

Example: General Correspondence notice pdf file

If you have any questions about General Correspondence notices, shoot us an email at [e-mail] and our customer success team will be in touch.