Create an Email

The Emails tool in Procore lets you perform basic email functions, such as creating, sending, replying to, and forwarding messages. All incoming and outgoing messages are stored in the Emails tool so that you can keep your project communications secure in one place. You can also use the project's unique 'inbound email address', which can be added to the 'To' or 'CC' fields in any email program, to communicate about the project with Procore and non-Procore users.
See Send An Inbound Email to the Project's Emails Tool.

• Required User Permissions:

  • 'Standard' or 'Admin' permissions on the project's Emails tool.
    Note: Only users that exist in the project's Directory tool are shown in the 'To' and 'CC' drop-down menus.
    See Add a Person to the Project Directory and Add a Distribution Group to the Project Directory.

• Additional Information:

  • If you want to personalize the signature that appears in the outbound emails that you send from the project's Emails tool, see Set Up Your Outbound Email Signature.

  • If your recipients report that they did not receive an email that you sent from Procore, we recommend reviewing the following FAQs:

    • Why can't I receive an email from Procore?

    • How do I ensure that Procore emails reach the recipients?

  • If a user with 'Admin' permission on the project's Emails tool has created a 'Default Distribution' list (see Configure Advanced Settings: Emails), members of the default distribution list will receive ALL emails that have either been created in or sent from the Emails tool. Members will also receive all messages sent to the Emails tool via the inbound email address. This includes emails that have been marked 'Private'.

Note: A modernized user experience is now available for the Email tool. Learn more about this open beta and how your Procore point of contact can help you enable it.

1. Navigate to the project's Emails tool.

2. Click +Compose Email.

3. Fill in the following information:

   1. To: Search and select the user or distribution group to add recipients.

   2. CC: Search and select the user or distribution group to add carbon copy recipients.

   3. Subject: Enter a subject line for your email message.

   4. Private: Mark this checkbox to set the new email to 'Private'. A private message can only be viewed by the user who created the message, users with 'Admin' level permission to the Emails tool, and Company Administrators.

   5. Attachments: Click Attach Files or use a drag-and-drop to move files from your computer to the Drag-and-Drop Files area.

   6. Message: Type the body of your email message.

   7. Link Related Items:

      1. Click Link to add any Item Type or Item Name. Use the drop-down to select from the menu.

      2. Click Next.

      3. Add a Note in the Notes section if required and click Link.

4. Click Send.
   This adds the email to the Procore application's outgoing email queue. Your sent email and any of its responses will be shown in the 'Inbox' tab of the Emails tool.