To edit a correspondence type in the company's Admin tool.
You can edit a correspondence type that you have created in the Admin tool.
ImportantThe Correspondence tool will not display for any projects on the project level until a correspondence type has been created and at least 1 correspondence type has been applied to a project.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Correspondence.
- Under the Types tab, click Edit to the left of the correspondence type you want to edit.
- Update the desired fields for the correspondence type and click Save.