Correspondence - Overview
The Correspondence tool enables you to send custom correspondences to collaborators, such as subcontractors, contractors, and clients. The tool provides configurable templates for formal and informal correspondence types that can be sent from one party to another. An example of such a correspondence type is Extension of Time.
- Create custom correspondence types for different business processes
- Create and edit fieldsets that can be assigned to correspondence types
- Create custom fields and assign them to one or more fieldsets
- Assign a custom correspondence type to one or more projects
- Create a general correspondence
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- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Can I export a correspondence if it is set to private?
- What file types and formats are supported in the Unified Attachment Viewer?
- What granular permissions are available for the project's Correspondence tool?
- What is the Correspondence tool?