1. In the Documents section, choose Letters.
2. Click New.
3. In the displayed entry form, choose the Company, the To department and the Recipient values. Note that these fields are required.
If you have only one company registered in YBO, the Company value is filled automatically.
Specify the Subject and enter the Text (you can fill either of these fields or both).
4. Attach the files (if necessary). Note that the required file size and formats depend on the department and the recipient
5. Click Sign and send if you want to send the letter to the Bank immediately or Save if you want to send it later.
6. The letter will have the New status.
You can only change letters with the New and Signed (the letter is signed but not sent yet) statuses.
To edit a letter with the New status:
1. Find the required letter in the list of Outgoing letters.
2. In the Actions column, open the drop-down menu.
3. Choose Edit.
Remember to sign and send the letter after you edit it.
To edit a letter with the Signed status, find it in the list of outgoing letter and click Unsign/Withdraw in the Actions column.
After you unsign the letter, it will acquire the New status and you will be able to edit it. .
1. Go to the Incoming tab.
2. Set the filtering options: Date, Company, and Status.
You can view unread letters only if you check the Show unread only box. Or you can view letters moved to the archive if you check the Show archived box.
3. Click Show.
You can only delete an outgoing letter that has the New status (not sent to the Bank yet).
To delete a New letter:
1. Find the required letter in the list of Outgoing letters.
2. In the Actions column, open the drop-down menu.
3. Choose Delete
If you want to delete several letters with the New status at once, choose all the required letters by checking the box to the left and click Delete in the Actions menu.
You can move any incoming or outgoing letter to the archive, except for new letters. Letters from the archive are not shown in the list if you do not check the Show archived box.
To move a letter to the archive:
1. Find the required letter in the list.
2. In the Actions column, open the drop-down menu.
3. Choose Move to archive.
If you want to display letters from the archive, check the Show archived box. Note that the In archive status does not mean that the letter is archived (despite the name of the filtering option). This status is assigned after the letter is posted by the Bank.
1. Find the required letter in the Incoming tab and click the text in the Subject column.
2. Click Reply.
3. Choose the To department and the Recipient values, edit the text, and attach files if necessary.
4. Click Sign and send if you want to send the letter to the Bank immediately or Save if you want to send it later.
Possible causes of a failure when signing a letter:
1. You do not have sufficient privileges to sign such documents.
2. You use an out-of-date CryptoPro plugin
If the error persists, please contact the Service Desk.