buttonProvides 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 manually enter information directly in the Correspondence Sent document window.
Documents are also sent here when a Dunning letter is printed if the Add Dunning Letters to Sent Log checkbox is marked in the Project Settings dialog box.
From this log you can review all documents, send a document to correspondence sent or received, edit a correspondence document, or manually add a new correspondence document. You can also print a report or a form.
This topic describes the following:
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. Commands
buttonClick this button to add a new correspondence sent document to the log.
buttonClick this button to print the default correspondence document's report.
buttonClick this button to display the default log report on screen the way it will look when it is printed.
Click the arrow next to the Select an Action drop-down list to display the list. Select an action to perform.
iconClick the icon to send
the current log layout to an Excel spreadsheet. This functionality is
not available when using the Firefox Internet browser.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Use this drop-down list to select a different layout for the log window. For more information on layouts, see Layouts Overview.
iconClick the icon in the left
column to open a correspondence document window in Edit mode.
Find link
Click the Find link to find a particular word or text in all documents in the Correspondence Sent log window.
Click to return to the Workspace.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Click this link 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.
A brief description of the correspondence sent. Click to open the correspondence sent document in View mode.
The date the document was sent to this log.
The time the document was sent to this log.
The type of document sent.
The company and contact to whom the correspondence was sent. 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.
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.
The company and contact from whom the correspondence was sent, unless the document was logged from another module using Select an Action, Send to Corr Sent.
The date on the original document from which this correspondence document was created.
The specification section code represents this company's area of work. These 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.
The status of this correspondence item.
Contract Management automatically assigns a sequential number to each correspondence item. You can edit this number manually in the document window.
The contract number to which the correspondence refers. Click to open the Contract document window.
The company and contact responsible for this correspondence document.
The date the recipient responded to this correspondence item.
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.
The name of the source document from which this correspondence originated. Click to open the source document.
The priority level for this document, which will appear in the BIC’s Action List.
Contract Management shows each custom field assigned to the correspondence sent table 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 and choosing Custom Fields.
This drop-down list appears at the right of each correspondence sent document listed in the log. Click the arrow to open a drop-down list containing actions you can perform, including viewing, editing, or printing the selected document, or sending the document to correspondence sent, received, or to a user's Inbox.
From the Contract Management Control Center, expand the appropriate project, and choose Communication, Corr. Sent.
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