1. To create a mail from the left navigation bar, click on the ‘Mail’ button. This will open a small dialog with 7 options. Click on the ‘+ New Mail’ button. This opens the following dialog:
2. Fill in the above fields accordingly.
3. Select the mail type (‘Mail Type’ field). You can select one of twelve options. Each mail type will have a list of associated response required options and actions associated with each of those options.
4. To select the Mail Type, click on the icon next to the textbox ( ). The twelve options are as follows:
The following graphic explains what each type of mail can be used for, and the corresponding response type that can be used along with it.
5. You have the option to attach documents or support documents along with the mail. If you wish to attach a document, please refer to this section.