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How To Manage Postal Receive

Record incoming letters and courier items from the postal receive workspace.

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Last updated: March 25, 2026

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

Short summary

Postal receive keeps incoming letters and courier items visible for reception tracking. The workspace separates the list, filters, and create drawer so staff can log who the item came from and what attachment or note belongs to it.

Best for

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

Requires

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

Result

Incoming postal records stay tied to the correct sender, date, and attachment.

Before you start

Prepare the sender or source 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 Receive

Step 1: Open the Postal Receive workspace

Go to Front Office and select Postal Receive.

Postal Receive workspace with filters and add receive action. — The workspace shows reference, sender, and date filters plus the add receive action.

Use this page to:

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

Step 2: Create or update a receive record

Click Add Receive to open the drawer.

Add Postal Receive drawer with reference number, sender, address, date, note, and attachment fields. — The receive drawer captures the reference number, sender, address, date, note, and optional attachment.

Complete the main fields:

Reference No
From Title
Address
Date
Note
Attachment

Use Create to save the incoming record.

Step 3: Review the saved receive record

After saving:

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

Important notes

Important: Postal Receive is an internal tracking log. It should reflect the actual incoming item, not a draft note that never reached the office.

Verification checklist

The receive record has the correct sender title.
The reference number and date are correct.
The saved row appears in the Postal Receive table.

Expected result: incoming 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 sender 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 sender title was entered	The item was saved before review	Edit the row and correct the title

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