View a Correspondence Item (Android)

Things to Consider

  • Required User Permissions:

    • To view a correspondence item not marked as 'Private':

      • 'Read Only' level permissions or higher on the correspondence type.

        Tip icon Tip

        Users may require specific roles on a correspondence item (or granular permissions) to view the item depending on the item's status and privacy settings.

        What user roles can view which types of correspondence items? Show/Hide

        In the table below, the icon-mindtouch-table-check.png icon indicates which user roles can view a correspondence item based on its status and privacy settings, and the icon-delete-x.png icon indicates which user roles cannot view a correspondence item based on its status and privacy settings.

        User Role

        Correspondence Item Settings

        Draft

        Draft and 'Private'

        Draft and 'Super Private'

        Open

        Open 'Private'

        Open and 'Super Private'

        Closed

        Closed and 'Private'

        Closed and 'Super Private'

        Creator

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        Assignee

        icon-delete-x.png

        icon-delete-x.png

        icon-delete-x.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        Distribution List Member

        icon-delete-x.png

        icon-delete-x.png

        icon-delete-x.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        Received From

        icon-delete-x.png

        icon-delete-x.png

        icon-delete-x.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        No Role

        icon-delete-x.png

        icon-delete-x.png

        icon-delete-x.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        1

        icon-mindtouch-table-check.png

        1

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        1

        icon-mindtouch-table-check.png

        1

        Correspondence Type Admin

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-delete-x.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        2

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        icon-mindtouch-table-check.png

        2

        1 Users with the 'View Private Items Accessible to Users within Same Company' granular permission enabled on their permissions template can view 'Open' or 'Closed' correspondence item marked 'Private' or 'Super Private' if another user in their company (including them) is the correspondence item's creator, an Assignee, a Distribution List member, or added in the Received From field on the item.

        2 Users with 'Admin' level permissions on the correspondence type can view 'Super Private' correspondence items ('Open' or 'Closed') if they are (or another user in their company is) the correspondence item's creator, an Assignee, a Distribution List member, or added in the Received From field on the item.

Steps

  1. Navigate to the project's Correspondence tool.

  2. Optional: Search and Filter Correspondences (Android)

  3. Tap the correspondence item to view its summary.

  4. Optional: The 'Attachments' section shows the documents attached to the item. Tap See All to view all the item's attachments in a list format and search by file name, format, or when a file was last modified.