Set it Up

Now that you've learned about distributing documents through the Correspondence tool, you're ready to complete the following actions in Procore:

Practice icon ACTION ITEMS

  1. Create a Correspondence Type

  2. Create and Apply a Correspondence Fieldset to a Project

  3. Create a Correspondence Item

Note:

  • If you've already set up the Correspondence tool for your project in Procore, you can skip the first two action items.

  • The Correspondence tool will not show in a project until at least one correspondence type has been created and a fieldset for at least one correspondence type has been applied to the project.

1. Create a Correspondence type

On the Correspondence page of the Company level Admin tool (under Tool Settings), create a correspondence type.

admin-tool-correspondence.png

VIEW THE STEPS

2. Create and Apply a Correspondence fieldset to a Project

On the 'Fieldsets' tab of the Correspondence page in the Company level Admin tool, create a new fieldset or edit an existing one. In the 'Assigned Projects' link for the fieldset, choose the projects that you want to apply the Correspondence fieldset to.

correspondence-fieldsets-tab.png

3. Create a Correspondence item

In the Correspondence tool for the project, create one or more correspondence items that you'll use to share files from the Document Management tool.

correspondence-item.png

Next Lesson: Conclusion

Overview
Overview