Create a New Correspondence Type

Background

You can use the Company level Admin tool to create correspondence types to manage common correspondence business practices such as instructions, extensions of time, and general correspondence within Procore.

 Important

The Correspondence tool will not display on 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.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

  • Each Procore account has a limit on the number of correspondence types:

    • Accounts with the GC Essentials, GC Enhance, or GC Premier starter pack or with the SC Essentials, SC Enhance, or SC Premier starter pack are limited to 10 correspondence types that are created from a Procore template. Custom workflows in the Company Workflows tool are not supported. See Add a Template Correspondence Type.

    • All other account packages, such Project Management Pro or Project Management Owners, are limited to 30 correspondence types (custom or template). If you need more than 30, please work with your Procore point of contact.

See Also

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