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View a Sent Letter

Use the Communication panel to view a letter that a user sent to a party on the account. If a user didn't save the letter output when sending the letter, the option to view the letter file isn't available.

To view a sent letter

  1. In the Reference Panel navigation bar, click Available Panels and then click Communication.

Communication panel

If a sent letter has an output file associated to it, a Folder image appears in the Type column.

  1. In the data grid, click the letter to view and then click Play/View. The letter appears minimized beneath the status bar.

  1. Click the letter to open it in the associated program (for example, Word or Adobe Acrobat Reader).

Related Topics

Data Grids

Communication