Edit a Correspondence Type

You can edit a correspondence type that you have created in the Admin tool.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Prerequisites:

  • Create a New Correspondence Type

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Correspondence.

3. Under the Types tab, click Edit to the left of the correspondence type you want to edit.

4. Update the desired fields for the correspondence type and click Save.