Respond to a SmartPost task

You receive a SmartPost task, if you want to preview the SmartPost dispatch before you send it or if you have been assigned to approve a SmartPost dispatch, because you are the case handler on the letter document. You have the following reply options:

Approve

If you approve a SmartPost dispatch, the messages are sent to the recipients right away.

Manual

Click Manual if you want to print the SmartPost messages on your local printer and handle the dispatch manually. The dispatch is canceled, but the PDF documents that the SmartPost process has generated are saved on the case for you to process manually.

Undo (preview)

If you undo the SmartPost dispatch, the dispatch is canceled and the PDF documents that the SmartPost process has generated are deleted. The original documents are kept as is on the case.

Reject (approval)

If you reject the SmartPost dispatch, the SmartPost process owner is notified in a smarttask that you have rejected the approval. When the process owner clicks Done in the notification smarttask, the dispatch is canceled and the PDF documents that the SmartPost process has generated are deleted.

Forward

You can forward a SmartPost dispatch to someone else to preview or approve before sending it.