Add External Correspondence to Correspondence History

Editors with applicable permissions may manually add external correspondence, such as external emails or notations of received phone calls, to correspondence history. Once entered, these items can be viewed alongside system-generated internal correspondence. External correspondence may be added to the correspondence history of submissions, proposals, and schedule groups.

To add external correspondence:

  1. Click the History link in the Action column for the applicable submission, proposal or schedule group.
  2. In the Correspondence History section of the page, click the appropriate button. One or two buttons may appear, depending on the user's permissions:
    • Add Editorial Correspondence
    • Add Production Correspondence
  3. On the Add External Correspondence page:
    1. Complete the fields (required fields are indicated with an asterisk *).
    2. To allow the Author access to this item, check the box next to the setting, Display in Author's Correspondence History. (The Author role must have permission to view correspondence history.)
    3. Editors with appropriate permission may also attach files: Click the Add/Change Attachments button to open the Attachment window, then choose or drag/drop the file, and click Proceed.
    4. When finished, click Submit.

The saved item is added to the Correspondence History of the submission, inserted into the list chronologically. The item is identified as external correspondence with the notation, (External), next to the letter link. This correspondence is visible to all users with applicable permission.

 

 

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