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How To Manage Postal Dispatch

Record outgoing letters and courier items from the postal dispatch workspace.

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Last updated: March 25, 2026

This guide shows how to use the Postal Dispatch workspace inside Front Office.

Short summary

Postal dispatch keeps outgoing letters and courier items visible for front desk follow-up. The workspace separates the list, filters, and create drawer so staff can log who the item was sent to and what attachment or note belongs to it.

Best for

Front office staff who need an internal log for outgoing mail and courier items.

Requires

Access to Front Office and postal dispatch permissions for view, add, edit, or delete actions.

Result

Outgoing postal records stay tied to the correct recipient, date, and attachment.

Before you start

Prepare the recipient or destination title.
Decide whether the item needs an attachment before opening the drawer.
Keep the reference number or note available if your reception team uses one.

Front Office -> Postal Dispatch

Step 1: Open the Postal Dispatch workspace

Go to Front Office and select Postal Dispatch.

Postal Dispatch workspace with filters and add dispatch action. — The workspace shows reference, recipient, and date filters plus the add dispatch action.

Use this page to:

review outgoing mail and courier history
filter by reference number, recipient title, and date range
open a row for edit or delete

Step 2: Create or update a dispatch record

Click Add Dispatch to open the drawer.

Add Postal Dispatch drawer with reference number, recipient, address, date, note, and attachment fields. — The dispatch drawer captures the reference number, recipient, address, date, note, and optional attachment.

Complete the main fields:

Reference No
To Title
Address
Date
Note
Attachment

Use Create to save the outgoing record.

Step 3: Review the saved dispatch record

After saving:

Return to the list view.
Use the filters to find the outgoing item again.
Confirm the recipient and reference data are correct.
Download the attachment if you need to verify the stored file.

Important notes

Important: Postal Dispatch is an internal tracking log. It should reflect the actual outgoing item, not a draft note that never left the office.

Verification checklist

The dispatch record has the correct recipient title.
The reference number and date are correct.
The saved row appears in the Postal Dispatch table.

Expected result: outgoing mail records are stored in Front Office and ready for review.

Troubleshooting

Issue	Likely cause	What to do
Save fails	A required field is empty	Fill the recipient title or date field
The attachment is missing	No file was uploaded	Reopen the drawer and attach the required file
No rows appear after save	Filters are too narrow	Reset the filters and search again
Wrong recipient title was entered	The item was saved before review	Edit the row and correct the title

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