Provides a record of the outgoing documents associated with a project in the Correspondence Sent log. This log is generally used to record documents that require a reply, or as a record that a reply was sent.

This log window lists a summary for each correspondence item. Contract Management records all documents that users manually send here using the Select an action, Send to Corr Sent command. You can also enter information directly in a Correspondence Sent Document Window.

Documents are also sent here when a Dunning letter is printed if the Add Dunning Letters to Sent Log option is selected in the Project Settings Dialog Box.

From this log you can review all documents, Send a Document to a Correspondence Log, edit a correspondence document, or Add Correspondence Documents Manually. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

If the Add Document, Print Report, and Print Preview buttons do not appear on the left of the log window, you can use the Select an action drop-down list to choose which action you want to perform. To set the user preferences to display these buttons, use the User Settings Dialog Box.

Add Document

Click to add a new document.

Print Report

Click to print the default report.

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.

Layout

Click to select a different layout for the log window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Control Center

Click to return to the Workspace.

Print

Click to print the default project overview form.

Columns:

Subject

A brief description of the item.

Click to open the correspondence sent document in View mode.

Date Sent

The date the document was sent to this log.

Time Sent

The time the document was sent to this log.

Type

The document type.

To/To Contact

The company and contact receiving the item.

Contract Management automatically fills the To Contact field with the default contact name, unless the document was logged from another module using Select an action, Send to Corr Sent.

To Email

The email addresses of the people receiving the correspondence.

Mail Format

If this document was created via the E-Mail Form feature (from a document window, choose Select an action, E-Mail Form), then PDF appears in this field.

From/From Contact

The company and contact sending the item.

This is true unless the document was logged from another module using Select an action, Send to Corr Sent.

Item Date

The date on the original document from which this correspondence document was created.

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.

Status

The item's status.

Number

A unique number assigned to this item.

Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.

Contract

The contract number, if any, to which the item refers. Click to open the Contract Document Window.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Date Responded

The date the recipient responded to this correspondence item.

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 Sent 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.

When a BC3 or BC4 document is sent to the Correspondence Sent log, Contract Management copies the value from the Reference Log Number field into the Change Order Initiator Log Number or Respondent Log Number field.

Source Document Description

The name of the source document from which this correspondence originated. Click to open the source document.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

Click to display the list of actions you can perform on the current window.

How to access this log window:

Expand the Communication folder in the Project View and click Corr. Sent.

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