Use the Letters log window to create new letter documents and review existing ones. Letters will be created in .rtf format. You can also print a report or a form. A newly created letter with multiple recipients will be listed as several letters in the letters log. Downloading any of them, however, yields the same filename since they will all have the same subject or template name.

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

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.

Download Letter

Click to download a copy of a letter from the Oracle BI Publisher server to your local system. If the letter is checked out, only the person who checked it out, or an administrator, can download it.

View Icon and Checked Out icon

These icons display when a letter is checked out.

Select an action

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

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.

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.

Control Center

Click to return to the Workspace.

Columns:

Subject

A summary of the letter's content. Click to open the Letter Document Window in View mode.

Date

The date the letter was created. Contract Management automatically enters the current date when you create a new letter.

Due Date

The date a reply or any other information regarding this letter is required.

Responded Date

The date you responded to this letter.

Log Number

A number you want to associate with this letter as a reference in case there are multiple letters about the subject.

To/To Contact

The company and contact receiving the item.

From/From Contact

The company and contact sending the item.

Contract

The contract, if any, associated with the letter.

Reference

A reference to another letter or other document.

Enclosures

Enclosures, if any, sent with the letter.

Serial Number

When a letter is sent to Correspondence Sent Log Window, the Reference Log Number is incremented based on the contract the letter is associated with, and separately, letters not associated with contracts. Once a Reference Log Number is assigned in Correspondence Sent, Contract Management inserts the same number in the Letter Serial Number field. This field is read-only.

If the Reference Log Number is modified, the Serial Number is updated also.

Priority

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

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Status

The current status of this document. You can customize status names by right-clicking on the top-level folder and choosing Dictionaries, Status.

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

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Communication folder in the Project View and click Letters.

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