Configure Advanced Settings: Correspondence

You can use the advanced settings in the project's Correspondence tool to configure settings and can view the Permissions Table for each correspondence type on the project.

• Required User Permissions:

  • To configure settings on the Tab Settings page:

    • 'Admin' level permissions on the correspondence type to be configured.

  • To configure settings on the User Permissions page:

    • 'Admin' level permissions on the correspondence type to be configured.
      AND

    • 'Admin' level permissions on the Project level Directory tool.

1. Navigate to the project's Correspondence tool.

2. Click the Configure Settings icon for the following:

   • General Settings

   • Permissions

General Settings

1. Click the General tab and select the correspondence type you want to configure settings for.
   

   Note

   Use the new Correspondence Type Dropdown menu at the top of the settings page to switch between different correspondence types without leaving the page.

2. Complete the following as necessary for your project:
   Note: Users who create or edit a correspondence item using this correspondence type can change the Distribution, Due Date, and Description fields for individual items.

   • Responses will be due: Enter a number for the default working days after which a response will be due.

   • Default Description: Enter a default description to add to items created using this correspondence type.

   • Email Settings: Mark or clear the checkboxes under each user role to determine who will receive the email notifications for each Email Event. See Who receives correspondence item emails and push notifications? for more information.
     Note: Some email settings are configured on the Company level and affect all projects. For example, the checkbox 'Send Email Reminders for Overdue Items is described in Create a New Correspondence Type.
     Use the Default Distribution list (now located below the Email Settings section) to select users who should be automatically included on the distribution list for every new item created for this correspondence type.

   • Default Distribution: Select one or more users or distribution groups from the drop-down menu. Click the remove icon next to a user's name if you want to remove them from this list.
     Note:

     • Now the Default Distribution list is now located below the Email Settings section.

     • Users must have 'Read Only' level permissions or higher on the correspondence type to be added to this list. See Grant Granular Permissions in a Project Permissions Template.
       

        Important

       If a custom Correspondence self-serve workflow is used on a project, correspondence item email notifications for that project are managed through the workflow configuration settings instead. See What email notifications are sent from workflows?

3. Click Update to save your changes.

Permissions

1. Click the Permissions tab to view or manage user access for the selected correspondence type.