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Procore

View a Correspondence Item (iOS)

Also available on  icon-android-logo.png  web-gray-icon.jpg

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.
 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

 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.

 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 using the Procore app on an iOS mobile device.
  2. Optional: Search and Filter Correspondences (iOS)
  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. 

See Also