Mark a record or letter as complete when you have finished with it
Mark as complete lets you close the loop on a record or letter so it is clearly finished and no longer in progress.
1
Mark as complete
Use Complete when you have reviewed and approved the letter and are ready to treat it as done:
One letter – Press Complete on the letter page.
Multiple letters – Press Complete All, select the letters you want to finish, and confirm.
From the email window – Sending a letter by email (or pressing Complete without sending) also marks it as complete.
Complete Letter on the letter page.
2
After marking complete
The output tab dot turns Green and the letter moves to the Complete state on your dashboard. You can still open it at any time to view, export, or send by email.
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