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- https://en-au.support.procore.com/faq/what-are-the-default-fieldset-configurations-for-procores-template-correspondence-typesAnswer Click on a template type below to view its default fieldsets: Addendum Bulletin Change Request Client Instruction Constraints Early Warning Notice Extension of Time General Correspondence Lesso...Answer Click on a template type below to view its default fieldsets: Addendum Bulletin Change Request Client Instruction Constraints Early Warning Notice Extension of Time General Correspondence Lessons Learned Letters of Intent Letters Material Request Mitigation Plan Notice of Delay Notice to Proceed Notification of Backcharge Permit Request Project Request Risk Identification Site Instruction Transmittal See Also Add a Template Correspondence Type
- https://en-au.support.procore.com/faq/what-is-the-correspondence-toolThe Correspondence tool enables you to capture a variety of business processes and send custom communications created through a template to collaborators, such as colleagues, subcontractors, contracto...The Correspondence tool enables you to capture a variety of business processes and send custom communications created through a template to collaborators, such as colleagues, subcontractors, contractors and clients. The tool provides configurable templates for formal and informal communication types that can be sent from one party to another. An example of such a communication type is Notice of Delay, Extension of Time, any site-related instructions and general correspondence.
- https://en-au.support.procore.com/faq/if-a-user-does-not-have-permission-to-view-a-specific-correspondence-type-can-they-see-that-correspondence-type-in-their-project-overview-dashboardAnswer A user must have permissions to see a correspondence type for it to appear on their Project Overview dashboard. See Also Grant Granular Permissions in a Project Permissions Template
- https://en-au.support.procore.com/faq/how-do-i-set-up-permissions-for-a-correspondence-typeAnswer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the correspondence types you create. Demo Video See Also Grant Granul...Answer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the correspondence types you create. Demo Video See Also Grant Granular Permissions in a Project Permissions Template Manage Project Permissions Templates
- https://en-au.support.procore.com/products/online/user-guide/company-level/admin/tutorials/remove-configurable-fieldsets-from-projectsHow to remove configurable fieldsets from one or more projects in Procore.
- https://en-au.support.procore.com/products/online/user-guide/project-level/correspondence/tutorials/getting-started-correspondenceYou are then redirected to the 'Edit Fieldset' page for the new correspondence type where you can update the fieldset and apply it to one or more projects (which will allow you to start creating and v...You are then redirected to the 'Edit Fieldset' page for the new correspondence type where you can update the fieldset and apply it to one or more projects (which will allow you to start creating and viewing correspondence items with the new correspondence type on those projects).
- https://en-au.support.procore.com/faq/(Beta)_What_granular_permissions_are_available_for_Project_level_Workflows%3FAt Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned per...At Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. Grants users the privilege of viewing a workflow's entire response history when they are participants in the correspondence workflow. Grants users the privilege of viewing a correspondence workflow's previous step when they are participants in the workflow.
- https://en-au.support.procore.com/procore-mobile-ios/user-guide/correspondence-iosThe 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 c...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. THE FEATURES Create a correspondence item. Respond to a correspondence item. View, search and filter correspondence items. Edit correspondence items.
- https://en-au.support.procore.com/procore-mobile-android/user-guide/correspondence-android/tutorials/scan-a-correspondence-item-qr-code-androidHow to scan a Quick Response (QR) code for a correspondence item from your Android mobile device.
- https://en-au.support.procore.com/procore-mobile-ios/user-guide/correspondence-ios/tutorialsThis page includes a list of tutorials for various tasks that can be performed in the project's Correspondence tool on the Procore iOS app.
- https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/create-a-workflow-templateHow to create workflow templates in the company Workflows tool.