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:

 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

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

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

Next Lesson: Conclusion

Welcome