Use this document window to record details about a document that you receive, including the source, subject, status, associated costs, and other remarks. For documents sent directly to Correspondence Received (via the Select an action, Send to Corr Rcvd command), most field values are supplied from the source document.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Click to open the Print dialog box. Use this dialog box to choose, preview, and print a report, form, or dunning letter for the current document.
Correspondence Received Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
General tab:
To
The name of the company and key contact receiving the item.
to open the Select Contact Dialog Box to choose a contact.
to open the To/From/Work At/Bill To Dialog Box.From
The name of the company and key contact issuing the purchase order.
to open the Select Contact Dialog Box to choose a contact. icon to open the To/From/Work At/Bill To Dialog Box.Date Received
The date the document was received. For a new document, Contract Management supplies the current system date. Click the calendar 
to select a different date from the pop-up calendar.
Time Received
Enter the time the document was received. For a new document, Contract Management supplies the current system time.
Subject
Enter the subject of this correspondence document.
Date Responded
Enter the date you responded to this correspondence item. Click the calendar to select a date from the pop-up calendar.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Status
Select the status code of this document from the drop-down list.
Log Information tab:
Number
Contract Management automatically numbers each received correspondence item sequentially. You can edit the number.
Entered By
The contact who logged into Contract Management when the correspondence was received.
Manually Entered
Yes indicates this document was manually created in the Correspondence Received log.
No indicates this correspondence document was sent to the Correspondence Received log from another document (via the Select an action, Send to Corr Rcvd command).
Source Document tab:
Type
The classification for the document that was received. If this is a new document, select its type from the drop-down list. This field can be edited if the document was entered manually. It cannot be edited if the document was created from another document.
Item Number
For documents received by Select an action, Send to Corr Rcvd, Contract Management uses the number that identifies the source document, such as the meeting number or contract number. You can edit this number.
Date
The date the source document was created.
Item Status
Use the drop-down list to select a valid status code for the document.
Description
Enter a brief description of the correspondence item received.
Spec Section
The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.
The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).
You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.
Cost
Enter the amount (cost) attributed to implementing this document. This field is non-editable if the document originated in Change Management.
Remarks tab:
Type any miscellaneous notes or information regarding this correspondence item on this tab.
Details tab:
Contract
The contract associated with this document, if any. Click browse to open the Select Contract Dialog Box to choose a contract. This field is non-editable if the document originated in Change Management.
Change Management Number
If this document was generated from Change Management, the Change Management number appears in this field.
Reference Log Number
Contract Management increments this field when a change, contract/PO, letter, requisition, or insurance document associated with a contract number is sent to the Correspondence Received log. It also increments documents that are not associated with a contract. Contract Management increments documents associated with a contract and documents not associated with a contract separately, so it possible to have identical reference log numbers.
For all Change Orders:
For all other document types (other than Change Orders), the Reference Log Number increments by the next available number.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
To access this document window:
to add a new document.
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015