Setup
In order to start using the Correspondence tool on your projects, a company admin must first create one or more correspondence types at the company level.
For those without company-level admin permissions: If you want to start using the Correspondence tool, talk to your company’s Procore Administrator and check out the lists above for ideas.
Steps for admins:
The Correspondence tool is unlike any other tool in Procore. Whereas most Procore tools apply to a specific business process, such as RFIs, and come pre-templated with associated fieldsets, for example all RFIs have “assignee” and “due date” fields, the Correspondence tool is open for you to configure. When setting up a new Correspondence Type for your company, you are essentially building a “custom Procore tool” from scratch, including deciding what data fields will be associated with it. That means there are a couple of initial setup steps involved.
Note that Procore provides the following pre-built templates for correspondence Types:
Addendum
Bulletin
Change Request
Client Instruction
Constraints
Early Warning Notice
Extension of Time
General Correspondence
Lessons Learned
Letters
Letters of Intent
Material Request
Mitigation Plan
Notice of Delay
Notice to Proceed
Notification of Backcharge
Permit Request
Project Request
Risk Identification
Site Instruction
You can find the pre-built templates in the Company level Admin tool. See Add a Template Correspondence Type. These templates are an easy way to get started with the Correspondence tool - then, when you’re ready to create your own correspondence types, follow along with the steps below.
Below, we cover the recommended steps for setting up new correspondence types for your teams. You can create multiple correspondence types for your company - the following instructions walk you through setting up one correspondence type.