View a Correspondence Item (iOS)
Objective
To view a correspondence item using the Procore app on an iOS mobile device.
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.
- To view a correspondence item not marked as 'Private':
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
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 | |||||||||
Assignee | |||||||||
Distribution List Member | |||||||||
Received From | |||||||||
No Role | 1 | 1 | 1 | 1 | |||||
Correspondence Type Admin | 2 | 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
- Navigate to the project's Correspondence tool using the Procore app on an iOS mobile device.
- Optional: Search and Filter Correspondences (iOS)
- Tap the correspondence item to view its summary.
- 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.