Correspondence

Template

Pipefy´s Correspondence Template is very useful for organizing and distributing important messages, invitations or documents. Practical and easy to use, this template is a great way to optimize the company´s correspondence and mail processes.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Correspondence request
  2. Correspondence identification
  3. Correspondence description

Drafting & documents

  1. Auditor
  2. Audit Date

Approver review

  1. Approver
  2. Does the draft need adjustment?
    • Yes. Move to next phase, “Under adjustments”.
    • No. Move to “Delivery & distribution”.

Adjustments

  1. What has been changed?
  2. Attach adjusted documents

Adjusted

  1. Approver
  2. Were the adjustments approved?
    • Yes
    • No

Inbound delivery & distribuition

Distributed

Discarded

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