Add a Letter

Contents

During a project, participants often exchange important information through letters. You can record this information in the Letters log. For example, letters that outline contractual obligations or clarify a delay can later function as supporting evidence in a claim.

Letter templates are now done through BI Publisher; Microsoft Word is no longer required. However, letters are created and stored in .rtf format, so if you have Microsoft Word installed on your system, you can still use it to modify letters.

Note: If the temp directory exists on a network drive, Contract Management must be run as a user account and not a system account.

To add a letter:

1. Expand the Communication folder and click Letters to open the Letters log window.
2. Click Add Document to open a blank Letter document window.

   Note: The Issues and Attachments tabs do not appear until after the letter is created.

On the General tab:

1. Enter a date for the letter.
2. Click Add to select contacts that will receive the letter.
3. Click Select From to select the contact sending the letter.
4. Enter a subject and select a template for the letter.

On the Status tab:

Select a Ball in Court, priority, and status for the letter.

On the Distributions tab:

Click Add to select the contacts to add to the list.

On the Details Tab:

1. Enter the time, due date, and responded date for the letter.
2. Click Select Contract to choose a contract to link to the letter.
3. In the Reference field, enter a detailed description of the letter in this field.
4. In the Enclosures field, enter text information about any enclosures sent with the letter.
5. When finished adding all information for the letter, click Save and Create Letter.