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Viewing and searching correspondence in Pluto 277-19121653

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This document outlines how to view and search correspondence in Pluto.

On this Page:

View and search correspondence

Filter correspondence

View and search correspondence

Table 1

Expand table

Step

Action

1

Locate inbound correspondence

From the Customer Summary screen bottom left corner, select the Click here to see documents icon.

The Correspondence screen will display.

2

Search correspondence

The list will default to Individual Letters and Outbound correspondence

To display the type of correspondence, select the relevant option:

3

Search case letters

Select Case Letters

From the Case No. drop down menu, select:

  • relevant case number to view and
  • Search

Note: the case letter option is only available for outbound correspondence and online DLS.

4

View letter detail

The letter list will display.

To view the individual letter detail, select the relevant letter in the letter list:

  • the Left Slider will display and
  • the correspondence details will be visible

From the Left Slider to download or print the letter, select the icons from the heading banner.


Filter correspondence

Table 2

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Step

Action

1

Filter correspondence

To conduct a more specific search of the correspondence list, search results can be filtered.

To filter:

2

Filter inbound correspondence

To refine the search results, input details for 1 or more of the following options:

  • Category
  • Sub-Category
  • Source
  • Date range

Select Search

The filtered correspondence list will display

To pin the search parameters, go to step 5

3

Filter outbound correspondence

To refine the search results, input details for 1 or more of these options:

  • Letter Type
  • Letter Status
  • Date range

Select Search

The filtered correspondence list will display

To pin the search parameters, go to step 5

4

Filter online DLS

To refine the search results, input details for 1 or more of these options:

  • Category
  • Sub-Category
  • Date range

Select Search

The filtered correspondence list will display

To pin the search parameters, go to step 5

5

Pin the search parameters

Pin the parameters so they remain in place once the letter view is selected.

  • To pin the search parameter, select the Pin icon
  • To Unpin the search parameter, select the Unpin icon