Registering a Letter
The Letters window lets you create new letters that can be used for event invitations, event followups, and collateral cover letters. Once the title of the letter is registered, it can be called up from the list of values, or searched for by name.
You can access the Letters window from the Navigator, from the Send Collateral Package window, or, if you are an event administrator, from the Event Offering window.
1. Choose Letter from the Navigator to open the Letters window.
You can also open the Letters window from the Collateral window by choosing the New Letter button.
2. Enter a code, name, and description for the letter you want to register.
Code: A number that uniquely identifies a letter. Your system administrator determines if this number is system or user generated.
Name: The name by which you want to identify this letter in Oracle Sales and Marketing. The letter name appears in the list of values showing all available letters.
3. Enter the word processor information.
A File Name is the word processor file name of the letter you are registering. You do not need to enter the disk drive or directory name. Your system administrator sets up a default directory to store all letter files.
4. Choose Save on the toolbar to add the registered letter to the database.
- Check the Public check box. This makes the document editable by all. All users with access to the server can take a copy of this document and edit it.
To register a letter: