Create Digital Post deliveries

Deliveries to Digital Post can be created from either F2’s main window or from a record. Both options are discussed in the following sections. While the creation methods differ, the sending procedure remains the same.

Create a Digital Post delivery from the main window

Click New Digital Post in the main window ribbon to create a new Digital Post delivery.

Figure 1. The “New Digital Post” menu item

It is also possible to create a Digital Post delivery using the context menu in the main window.

Right-click a record or case in the result list and select New in the context menu. Then click on New Digital Post.

Figure 2. Create a new Digital Post delivery from the context menu in the main window

The record window then opens in the Digital Post view.

Create Digital Post deliveries from the record window

A Digital Post delivery can be created from the record window. Click the Advanced tab, then on Delivery type and select Digital Post in the drop-down menu as shown below. The delivery type changes to Digital Post.

Figure 3. Change delivery type to “Digital Post”