Viewing and searching correspondence in Pluto 277-19121653
This document outlines how to view and search correspondence in Pluto.
On this Page:
View and search correspondence
View and search correspondence
Table 1
Step |
Action |
1 |
Locate inbound correspondence + Read more ... From the Customer Summary screen bottom left corner, select the Click here to see documents icon. The Correspondence screen will display. |
2 |
Search correspondence + Read more ... The list will default to Individual Letters and Outbound correspondence To display the type of correspondence, select the relevant option:
|
3 |
Search case letters + Read more ... Select Case Letters From the Case No. drop down menu, select:
Note: the case letter option is only available for outbound correspondence and online DLS. |
4 |
View letter detail + Read more ... The letter list will display. To view the individual letter detail, select the relevant letter in the letter list:
From the Left Slider to download or print the letter, select the icons from the heading banner. |
Filter correspondence
Table 2
Step |
Action |
1 |
Filter correspondence + Read more ... To conduct a more specific search of the correspondence list, search results can be filtered. To filter:
|
2 |
Filter inbound correspondence + Read more ... To refine the search results, input details for 1 or more of the following options:
Select Search The filtered correspondence list will display To pin the search parameters, go to step 5 |
3 |
Filter outbound correspondence + Read more ... To refine the search results, input details for 1 or more of these options:
Select Search The filtered correspondence list will display To pin the search parameters, go to step 5 |
4 |
Filter online DLS + Read more ... To refine the search results, input details for 1 or more of these options:
Select Search The filtered correspondence list will display To pin the search parameters, go to step 5 |
5 |
Pin the search parameters + Read more ... Pin the parameters so they remain in place once the letter view is selected.
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